Blank Texas Civil Case Information Sheet PDF Form

Blank Texas Civil Case Information Sheet PDF Form

The Texas Civil Case Information Sheet is a crucial document that must be completed when initiating a new civil, family law, probate, or mental health case, or when filing certain post-judgment petitions. This form collects essential information for statistical and administrative purposes and is not intended to replace other legal filings. To ensure compliance and streamline the process, it is important to fill out the form accurately before submitting it.

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The Texas Civil Case Information Sheet is a crucial document that plays an essential role in the initiation of various civil cases, including family law, probate, and mental health cases. When filing an original petition or application, or even a post-judgment petition for modification or enforcement in family law matters, this form must be completed and submitted. It is designed to gather important information that will be used for statistical and administrative purposes by the Texas Judicial Council. Importantly, this form does not replace or supplement other legal filings, nor is it a discovery request or admissible in court. The information provided should be accurate and reflect the best available data at the time of filing. The sheet requires contact details of the person completing it, including their name, address, and, if applicable, State Bar number. Additionally, it asks for the names of all parties involved in the case, with specific instructions for handling confidential information. Furthermore, it categorizes the case type and allows the filer to indicate any procedures or remedies being sought. Completing this form accurately is vital, as it helps streamline the judicial process and ensures that the court has the necessary information to manage the case effectively.

Document Sample

Instructions for Completing the Texas Civil Case Information Sheet

A civil case information sheet must be completed and submitted when an original petition or application is filed to initiate a new civil, family law, probate, or mental health case or when a post-judgment petition for modification or motion for enforcement is filed in a family law case. The information should be the best available at the time of filing. If the original petition, application, or post- judgment petition or motion is e-filed, the case information sheet must not be the lead document.

This sheet, approved by the Texas Judicial Council, is intended to collect information that will be used for statistical and administrative purposes only. It neither replaces nor supplements the filings or service of pleading or other documents as required by law or rule. The sheet does not constitute a discovery request, response, or supplementation, and it is not admissible at trial.

The attorney or self-represented (pro se) plaintiff/petitioner filing the case or post-judgment petition or motion should complete the sheet as follows:

1.Contact information

a)Contact information for person completing case information sheet. Enter the following information:

$name;

$address;

$city, state, and zip code;

$email address;

$telephone number;

$fax number, if available;

$State Bar number, if the person is an attorney; and

$signature. (NOTE: When a case information sheet is submitted electronically, the signature may be a scanned image or “/s/” and the name of the person completing the case information sheet typed in the space where the signature would otherwise appear.)

b)Names of parties in the case. Enter the name(s) of the:

(NOTE: If the name of a party to a case is confidential, enter the party’s initials rather than the party’s name.)

$plaintiff(s) or petitioner(s);

$defendant(s) or respondent(s); and

$in child support cases, additional parties in the case, including the: O custodial parent;

O non-custodial parent; and O presumed father.

Attach an additional page as necessary to list all parties.

c)Person or entity completing sheet is. Indicate whether the person completing the sheet, or the entity for which the sheet is being completed, is:

$an attorney for the plaintiff or petitioner;

$a pro se (self-represented) plaintiff or petitioner;

$the Title IV-D agency; or

$other (provide name of person or entity).

2.Case type

Select the case category that best reflects the most important issue in the case. You must select only one.

3. Procedure or remedy

If applicable, select any of the available procedures or remedies being sought in the case. You may select more than one.

CIVIL CASE INFORMATION SHEET

CAUSE NUMBER (FOR CLERK USE ONLY): _______________________________ COURT (FOR CLERK USE ONLY): ______________________

STYLED ___________________________________________________________________________________________________

(e.g., John Smith v. All American Insurance Co; In re Mary Ann Jones; In the Matter of the Estate of George Jackson)

A civil case information sheet must be completed and submitted when an original petition or application is filed to initiate a new civil, family law, probate, or mental health case or when a post-judgment petition for modification or motion for enforcement is filed in a family law case. The information should be the best available at the time of filing. This sheet, approved by the Texas Judicial Council, is intended to collect information that will be used for statistical purposes only. It neither replaces nor supplements the filings or service of pleading or other documents as required by law or rule. The sheet does not constitute a discovery request, response, or supplementation, and it is not admissible at trial.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Contact information for person completing case information sheet:

 

 

Names of parties in case:

 

Person or entity completing sheet is:

 

 

 

 

 

 

 

 

 

 

 

 

 

Attorney for Plaintiff/Petitioner

 

Name:

 

 

Email:

 

 

Plaintiff(s)/Petitioner(s):

 

Pro Se Plaintiff/Petitioner

 

 

 

 

 

 

 

 

 

 

 

 

 

Title IV-D Agency

 

_____________________________

____________________________

 

_________________________________

 

Other: _________________________

 

Address:

 

 

Telephone:

 

 

_________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional Parties in Child Support Case:

 

_____________________________

____________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Defendant(s)/Respondent(s):

Custodial Parent:

 

City/State/Zip:

 

 

Fax:

 

 

 

 

 

 

_________________________________

 

 

 

 

 

 

 

 

 

 

_________________________________

 

 

 

 

 

 

_____________________________

____________________________

 

 

 

 

 

Non-Custodial Parent:

 

 

 

 

 

 

 

 

 

_________________________________

 

_________________________________

 

 

Signature:

 

 

State Bar No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_________________________________

 

Presumed Father:

 

_____________________________

____________________________

 

 

 

 

 

_________________________________

 

 

 

 

 

 

 

 

 

 

[Attach additional page as necessary to list all parties]

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Indicate case type, or identify the most important issue in the case (select only 1):

 

 

 

 

 

 

 

 

 

 

 

Civil

 

 

 

 

 

 

Family Law

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Post-judgment Actions

 

 

Contract

 

 

 

Injury or Damage

 

 

 

Real Property

Marriage Relationship

 

(non-Title IV-D)

 

 

Debt/Contract

 

 

Assault/Battery

 

Eminent Domain/

Annulment

 

 

Enforcement

 

Consumer/DTPA

 

 

Construction

 

Condemnation

Declare Marriage Void

 

Modification—Custody

 

Debt/Contract

 

 

Defamation

 

Partition

Divorce

 

 

Modification—Other

 

Fraud/Misrepresentation

 

Malpractice

 

Quiet Title

With Children

 

 

 

 

 

 

 

Title IV-D

 

Other Debt/Contract:

 

 

Accounting

 

Trespass to Try Title

No Children

 

 

Enforcement/Modification

 

____________________

 

 

 

Legal

 

Other Property:

 

 

 

 

 

 

 

 

 

 

 

 

 

Paternity

 

Foreclosure

 

 

Medical

 

____________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reciprocals (UIFSA)

 

Home Equity—Expedited

 

 

Other Professional

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Support Order

 

Other Foreclosure

 

 

Liability:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Franchise

 

 

_______________

 

 

Related to Criminal

 

 

 

 

 

 

 

 

Insurance

 

 

Motor Vehicle Accident

 

 

 

Matters

 

Other Family Law

 

Parent-Child Relationship

 

Landlord/Tenant

 

 

Premises

 

Expunction

Enforce Foreign

 

 

Adoption/Adoption with

 

 

Non-Competition

 

Product Liability

 

Judgment Nisi

Judgment

 

 

Termination

 

 

Partnership

 

 

Asbestos/Silica

 

Non-Disclosure

Habeas Corpus

 

 

Child Protection

 

 

Other Contract:

 

 

Other Product Liability

 

Seizure/Forfeiture

Name Change

 

 

Child Support

 

 

______________________

 

 

 

List Product:

 

Writ of Habeas Corpus—

Protective Order

 

Custody or Visitation

 

 

 

 

 

 

_________________

 

Pre-indictment

Removal of Disabilities

 

Gestational Parenting

 

 

 

 

 

 

Other Injury or Damage:

 

Other: _______________

of Minority

 

 

Grandparent Access

 

 

 

 

 

 

_________________

 

 

 

 

 

Other:

 

 

Parentage/Paternity

 

 

 

 

 

 

 

 

 

 

 

 

__________________

 

Termination of Parental

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rights

 

 

Employment

 

 

 

Other Civil

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Parent-Child:

 

 

Discrimination

 

 

Administrative Appeal

Lawyer Discipline

 

 

 

 

 

 

 

 

 

 

 

 

_____________________

 

 

Retaliation

 

 

Antitrust/Unfair

Perpetuate Testimony

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Termination

 

 

Competition

Securities/Stock

 

 

 

 

 

 

 

Workers’ Compensation

 

 

Code Violations

Tortious Interference

 

 

 

 

 

 

 

Other Employment:

 

 

Foreign Judgment

Other: _______________

 

 

 

 

 

 

 

______________________

 

 

 

Intellectual Property

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax

 

 

 

 

 

 

 

Probate & Mental Health

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Appraisal

 

 

Probate/Wills/Intestate Administration

 

 

 

Guardianship—Adult

 

 

 

 

 

Tax Delinquency

 

 

Dependent Administration

 

 

 

 

Guardianship—Minor

 

 

 

 

 

Other Tax

 

 

Independent Administration

 

 

 

 

Mental Health

 

 

 

 

 

 

 

 

 

Other Estate Proceedings

 

 

 

 

Other: ____________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Indicate procedure or remedy, if applicable (may select more than 1):

Appeal from Municipal or Justice Court Arbitration-related

Attachment

Bill of Review Certiorari Class Action

Declaratory Judgment

Garnishment

Interpleader

License

Mandamus

Post-judgment

Prejudgment Remedy

Protective Order

Receiver

Sequestration

Temporary Restraining Order/Injunction

Turnover

File Specifics

Fact Name Description
Purpose The Texas Civil Case Information Sheet collects information for statistical and administrative purposes when initiating a civil case.
Filing Requirement This sheet must be submitted with an original petition or application to start a new civil, family law, probate, or mental health case.
Confidentiality If a party's name is confidential, only initials should be provided on the sheet.
Electronic Submission When e-filing, the case information sheet cannot be the lead document.
Not Admissible The sheet does not replace any required filings and is not admissible as evidence in court.
Governing Law The Texas Civil Case Information Sheet is governed by Texas Rule of Civil Procedure 78a.
Completion Guidelines It must be completed by the attorney or self-represented individual filing the case, providing accurate contact information and case details.

How to Use Texas Civil Case Information Sheet

Completing the Texas Civil Case Information Sheet is an important step when initiating a new civil, family law, probate, or mental health case. The information provided will assist the court in managing your case effectively. Below are the steps to fill out the form accurately.

  1. Contact Information:
    • Enter your name.
    • Provide your address, including city, state, and zip code.
    • Include your email address.
    • List your telephone number.
    • Provide a fax number, if available.
    • If you are an attorney, include your State Bar number.
    • Sign the form. If submitting electronically, you may use a scanned signature or type “/s/” followed by your name.
  2. Names of Parties:
    • List the names of the plaintiff(s) or petitioner(s).
    • List the names of the defendant(s) or respondent(s).
    • For child support cases, include additional parties: custodial parent, non-custodial parent, and presumed father. If necessary, attach an additional page to list all parties.
  3. Person or Entity Completing Sheet:
    • Indicate whether you are an attorney for the plaintiff/petitioner, a pro se plaintiff/petitioner, the Title IV-D agency, or another entity (please specify).
  4. Case Type:
    • Select the case category that best reflects the main issue in your case. Only one selection is allowed.
  5. Procedure or Remedy:
    • If applicable, select any procedures or remedies you are seeking in the case. You may choose more than one option.

After completing the form, ensure that all information is accurate and legible. This form should be submitted alongside your original petition or application to the appropriate court. Properly filling out this sheet will help facilitate the processing of your case.

Your Questions, Answered

What is the purpose of the Texas Civil Case Information Sheet?

The Texas Civil Case Information Sheet is designed to collect essential information for statistical and administrative purposes when initiating a new civil, family law, probate, or mental health case. This form must be submitted alongside an original petition or application, or when filing a post-judgment petition in family law cases. It is important to note that this sheet does not replace other required filings and is not admissible in court.

Who is responsible for completing the Texas Civil Case Information Sheet?

The responsibility for completing the Texas Civil Case Information Sheet falls on the attorney or self-represented individual filing the case. This includes providing contact information, details about the parties involved, and selecting the appropriate case type. If multiple parties are involved, additional pages may be attached to ensure all information is captured accurately.

What information must be included in the form?

When filling out the Texas Civil Case Information Sheet, the following information is required:

  • Contact information of the person completing the sheet, including name, address, email, and telephone number.
  • Names of all parties involved in the case, including plaintiffs, defendants, and any additional parties in child support cases.
  • Indication of whether the individual completing the sheet is an attorney, a pro se plaintiff, a Title IV-D agency representative, or another entity.
  • The case type, which must reflect the primary issue at hand, and can only be one selection.
  • Any applicable procedures or remedies being sought in the case, which may include multiple selections.

Is the Texas Civil Case Information Sheet admissible in court?

No, the Texas Civil Case Information Sheet is not admissible in court. Its primary purpose is to gather information for statistical and administrative use. It does not serve as a discovery request or response and does not replace the need for other legal filings or pleadings required by law.

What happens if the information on the sheet changes after filing?

If any information on the Texas Civil Case Information Sheet changes after it has been filed, it is crucial to update the court with the new information as soon as possible. Keeping the court informed helps ensure that all parties have accurate and current information regarding the case. However, be aware that the sheet itself cannot be amended once submitted; a new sheet may need to be filed to reflect any changes.

Common mistakes

  1. Failing to provide complete contact information for the person filling out the form, including missing email addresses or phone numbers.

  2. Not indicating the names of all parties involved in the case, including any additional parties in child support cases.

  3. Choosing more than one case type instead of selecting only one that best reflects the main issue.

  4. Neglecting to specify the person or entity completing the sheet, which can lead to confusion about representation.

  5. Forgetting to include the signature of the person completing the sheet, which is necessary for validation.

  6. Submitting the case information sheet as the lead document when e-filing, which is against the filing rules.

  7. Overlooking the need to provide initials instead of full names for confidential parties.

  8. Failing to select applicable procedures or remedies being sought, which can affect the case's processing.

  9. Not attaching an additional page when there are more parties than can fit in the provided space.

  10. Leaving the cause number and court information blank, which are essential for case identification.

Documents used along the form

The Texas Civil Case Information Sheet is an essential document for initiating various types of civil cases. However, it is often accompanied by other forms and documents that provide additional context or fulfill specific legal requirements. Understanding these documents can enhance the efficiency of the filing process and ensure compliance with court protocols.

  • Original Petition: This document formally initiates a lawsuit by outlining the plaintiff's claims against the defendant. It includes details about the parties involved, the basis for the court's jurisdiction, and the relief sought.
  • Summons: Issued by the court, a summons notifies the defendant that a lawsuit has been filed against them. It provides instructions on how to respond and the timeline for doing so.
  • Notice of Appearance: This document indicates that an attorney represents a party in the case. It is typically filed by the attorney to formally enter the case and ensure that they receive all notices and documents related to the proceedings.
  • Affidavit of Service: This document verifies that the defendant has been served with the summons and complaint. It includes details about how and when the service was completed, ensuring that the court has proof of proper notification.
  • Motion for Temporary Orders: In family law cases, this motion requests the court to issue temporary orders regarding custody, support, or other matters while the case is pending. It aims to provide immediate relief to the parties involved.

By familiarizing oneself with these accompanying documents, individuals can navigate the legal process more effectively. Each document plays a vital role in ensuring that the case proceeds smoothly through the judicial system.

Similar forms

The Texas Family Law Case Information Sheet shares similarities with the Texas Civil Case Information Sheet. Both documents serve to collect essential information when initiating a case, particularly in family law matters. They require the parties' names, contact details, and case type, ensuring that the court has a clear understanding of the involved individuals and the nature of the case. Additionally, both sheets must be submitted alongside the original petition or application to streamline the court's administrative processes.

The Texas Probate Case Information Sheet is another document that resembles the Texas Civil Case Information Sheet. Like the civil case sheet, it is mandatory for initiating probate proceedings. This form gathers information about the deceased, the heirs, and the nature of the probate case. By requiring similar information, both sheets facilitate the court's ability to manage cases effectively and maintain accurate records for statistical purposes.

The Texas Mental Health Case Information Sheet also parallels the Texas Civil Case Information Sheet in its purpose and structure. It must be completed when filing for mental health-related cases, ensuring that the court receives pertinent information about the individuals involved and the specific mental health issues at hand. Both documents aim to enhance the efficiency of case management and provide essential data for the judicial system.

The Texas Small Claims Case Information Sheet is similar in function to the Texas Civil Case Information Sheet. It is used for cases filed in small claims court, requiring basic information about the parties and the nature of the claim. Both documents help streamline the court's processes by ensuring that all necessary information is readily available, which aids in the timely resolution of disputes.

The Texas Landlord-Tenant Case Information Sheet shares characteristics with the Texas Civil Case Information Sheet as well. This document is used when filing cases related to landlord-tenant disputes. It collects information about the parties involved and the specifics of the case, similar to the civil case sheet. Both forms are designed to ensure that the court has the necessary details to manage and adjudicate the cases effectively.

Dos and Don'ts

When filling out the Texas Civil Case Information Sheet form, it is important to follow certain guidelines to ensure accuracy and compliance. Below is a list of things you should and shouldn't do.

  • Do provide accurate contact information for yourself and all parties involved.
  • Do indicate the correct case type that reflects the main issue of your case.
  • Do ensure that the information is the best available at the time of filing.
  • Do attach additional pages if needed to list all parties in the case.
  • Don't submit the case information sheet as the lead document when e-filing.
  • Don't include confidential names; use initials instead if necessary.
  • Don't forget to sign the document, even if submitting electronically.
  • Don't treat the information sheet as a discovery request or expect it to be admissible at trial.

Misconceptions

Misconceptions about the Texas Civil Case Information Sheet form can lead to confusion and mistakes during the filing process. Here are six common misunderstandings:

  • It's optional to submit the form. Many believe that submitting the Civil Case Information Sheet is optional. In reality, it is mandatory when filing an original petition or application for various types of cases, including civil and family law matters.
  • The form is only for attorneys. Some think that only licensed attorneys can complete this form. However, self-represented individuals, or pro se plaintiffs, are also required to fill it out when they initiate a case.
  • The information is only for the court's use. While the sheet is indeed used by the court, many do not realize that the information is primarily collected for statistical and administrative purposes. It does not impact the case's merits.
  • The form can replace other required documents. A common misconception is that the Civil Case Information Sheet can replace other necessary filings. This sheet does not serve as a substitute for any pleadings or documents required by law or court rules.
  • It's admissible in court. Some people mistakenly believe that the information provided on this sheet can be used as evidence during a trial. In fact, the sheet is not admissible at trial and does not constitute a discovery request.
  • All parties' full names must be listed. Many assume that they must include the full names of all parties involved in the case. If a party's name is confidential, initials can be used instead, ensuring privacy is maintained.

Understanding these misconceptions can help ensure that the filing process goes smoothly and that all necessary steps are taken correctly.

Key takeaways

When filling out the Texas Civil Case Information Sheet form, it is essential to follow specific guidelines to ensure accuracy and compliance. Here are key takeaways to consider:

  • Submission Requirement: The form must be completed and submitted when initiating a new civil, family law, probate, or mental health case, as well as for certain post-judgment petitions.
  • Best Available Information: Provide the most accurate information available at the time of filing.
  • Not a Lead Document: If e-filing, the case information sheet should not be the lead document.
  • Purpose of the Form: This sheet is used solely for statistical and administrative purposes and does not replace other required filings.
  • Confidentiality: If a party's name is confidential, use initials instead of the full name.
  • Contact Information: Include complete contact details for the person completing the sheet, including name, address, and signature.
  • Case Type Selection: Only one case category should be selected that best reflects the main issue in the case.
  • Multiple Remedies: If applicable, multiple procedures or remedies can be selected when completing the form.

Understanding these points can help streamline the filing process and ensure that all necessary information is accurately captured on the Texas Civil Case Information Sheet.