Texas Civil Case Form in PDF Modify Texas Civil Case Here

Texas Civil Case Form in PDF

The Texas Civil Case Information Sheet is a crucial document required to kick-start a new civil, family law, probate, or mental health case in Texas, or when filing a post-judgment petition for modification or motion for enforcement in a family law case. It serves as a collection tool for information that aids in statistical analysis and must be filled with the most accurate information available at the time of filing. This form, endorsed by the Texas Judicial Council, plays no role in the legal process itself but is necessary for administrative purposes.

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In the legal landscape of Texas, initiating a civil, family law, probate, or mental health case, or filing a post-judgment petition for modification or motion for enforcement in a family law case, necessitates the completion and submission of a critical document known as the Texas Civil Case Information Sheet. This document serves as a comprehensive collection point for essential information required at the onset of legal proceedings. It is meticulously structured to assist clerical processes within the judicial system by gathering data on the parties involved, the nature of the case, and the specific legal remedies sought. This procedural requirement, mandated by the Texas Judicial Council, aims primarily at facilitating statistical analysis and ensuring efficient case management, without superseding the legal necessity for filing other pleadings or documents as prescribed by law. Importantly, the form distinguishes itself by neither constituting a part of the discovery process nor holding any evidentiary value at trial. Instructions include detailed sections for identifying parties, case type - ranging from civil disputes to more specialized areas like family law or probate issues - and the procedural or remedial actions anticipated. By design, it captures the diversity and complexity inherent in legal disputes, while also emphasizing the form’s role in streamlining the initial administrative steps of entering the Texas judicial system.

Texas Civil Case Sample

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

Telephone:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional Parties in Child Support Case:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City/State/Zip:

 

 

 

 

Fax:

 

 

Defendant(s)/Respondent(s):

 

 

 

 

 

 

 

 

 

Custodial Parent:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature:

 

 

 

 

State Bar No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Non-Custodial Parent:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_____________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

Condemnation

 

 

Declare Marriage Void

 

 

 

 

Modification—Custody

 

 

 

 

 

 

 

 

 

Construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Debt/Contract

 

 

Defamation

 

 

Partition

 

Divorce

 

 

 

 

 

 

 

Modification—Other

 

 

 

 

 

 

 

Fraud/Misrepresentation

 

 

 

 

 

 

 

 

 

 

 

 

 

Quiet Title

 

 

 

 

With Children

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Malpractice

 

 

 

 

 

 

 

 

 

 

 

 

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:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Related to Criminal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Franchise

 

 

Motor Vehicle Accident

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Matters

 

 

 

Other Family Law

 

 

Parent-Child Relationship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurance

 

 

Premises

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Expunction

 

 

Enforce Foreign

 

 

 

 

Adoption/Adoption with

 

 

 

 

 

 

Landlord/Tenant

 

Product Liability

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Judgment Nisi

 

 

Judgment

 

 

 

 

 

Termination

 

 

 

 

 

 

Non-Competition

 

 

 

 

Asbestos/Silica

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Non-Disclosure

 

 

Habeas Corpus

 

 

 

 

 

 

 

Child Protection

 

 

 

 

 

 

Partnership

 

 

 

 

Other Product Liability

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Seizure/Forfeiture

 

 

Name Change

 

 

 

 

 

 

 

Child Support

 

 

 

 

 

 

Other Contract:

 

 

 

 

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:

 

 

 

 

 

 

 

Paternity/Parentage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Termination of Parental

 

 

 

 

 

 

 

 

 

Employment

 

 

 

 

 

 

 

 

 

 

 

Other Civil

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Discrimination

 

 

 

Administrative Appeal

 

Lawyer Discipline

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rights

 

 

 

 

 

 

Retaliation

 

 

 

Antitrust/Unfair

 

Perpetuate Testimony

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Parent-Child:

 

 

 

 

 

 

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 Characteristics

Fact Number Detail
1 The Civil Case Information Sheet is required for initiating civil, family law, probate, or mental health cases in Texas.
2 It must also be submitted for post-judgment petitions for modification or motions for enforcement in family law cases.
3 The form is approved by the Texas Judicial Council and its primary purpose is for collecting statistical data.
4 The form itself is not a pleading or document required by law or rule for service, nor is it admissible at trial.
5 Contact information for the person completing the form, including their relationship to the case, must be provided.
6 Parties involved in the case must be identified, including any additional parties in child support cases.
7 Case type or main issue of the case must be selected from a provided list that includes civil, family law, probate, etc.
8 The form requires indication of any procedures or remedies applicable to the case, with options for multiple selections.
9 It is the responsibility of the person or entity initiating the case to complete and submit this form at the time of filing.
10 Completion and submission of the form are among the first steps in the litigation process, setting the stage for what follows in the case.

Detailed Guide for Writing Texas Civil Case

Filing a Civil Case Information Sheet in Texas marks the beginning of a legal process that could encompass anything from family law issues to probate and mental health cases. This document, essential for the machinery of the Texas legal system, gathers preliminary information and aids in the statistical and administrative management of cases. It's a vital part of initiating a legal action or proceeding within the state's jurisdiction, ensuring your case is processed efficiently and correctly. Below are step-by-step instructions to fill out the form accurately, ensuring all necessary information is clearly presented and your submission is in compliance with Texas Judicial Council requirements.

  1. Gather all relevant information before starting, including names of parties involved, contact details, and specifics of the legal issue at hand.
  2. Under the section "Contact information for person completing case information sheet", fill in the details of the individual or entity filing the case. This includes the name, address, email, and telephone number. If an attorney represents the plaintiff or petitioner, include the attorney's State Bar Number as well.
  3. Identify "Names of parties in case" and accurately list all involved individuals or entities, specifying their roles (e.g., Plaintiff/Petitioner, Defendant/Respondent).
  4. In the section labeled "Indicate case type, or identify the most important issue in the case (select only 1)", choose the case type that best represents the main issue of the case from the provided list. Tick only one box to ensure clarity on the primary matter at hand.
  5. If additional parties are involved in a child support case, precisely list their names under the "Additional Parties in Child Support Case" section, identifying their relationship to the case (e.g., Custodial Parent, Non-Custodial Parent, Presumed Father).
  6. Consult the list of "Procedure or remedy, if applicable", selecting any and all that apply to your specific case. These could range from appeals and arbitrations to different types of injunctions and orders.
  7. Review all information provided for accuracy and completeness. If more space is needed for any section, attach additional pages as necessary, ensuring clear referencing to the section being continued.
  8. Sign the document at the designated "Signature" section at the bottom of the form to verify the information provided is true and correct to the best of your knowledge.

After completing the Civil Case Information Sheet, submit it along with your original petition or application to the appropriate court clerk's office. This submission will officially commence your legal proceedings, laying the groundwork for resolving your case through the Texas judicial system. It's crucial to adhere to all subsequent instructions and timelines provided by the court to ensure a smooth and effective legal process.

Common Questions

What is a Civil Case Information Sheet and when do I need to fill one out in Texas?

A Civil Case Information Sheet is a form that is required when initiating a new civil, family law, probate, or mental health case in Texas. You also need to submit one when filing a post-judgment petition for modification or a motion for enforcement in a family law case. This form collects information for statistical purposes and does not replace any legal filing or service of documents required by law.

Who should complete the Civil Case Information Sheet?

The individual initiating the case or their attorney can complete the Civil Case Information Sheet. It requires contact information, case type, and details regarding the parties involved.

What information is required on the Civil Case Information Sheet?

Information required on the Civil Case Information Sheet includes:

  1. Contact information of the person or entity completing the form, including names and roles (e.g., Attorney for Plaintiff/Petitioner, Pro Se Plaintiff/Petitioner).
  2. Names of all parties involved in the case.
  3. The case type or the most important issue in the case (options include Civil, Family Law, Post-judgment Actions, etc.).

Can the Civil Case Information Sheet be used as a discovery request or be admitted into trial?

No, the Civil Case Information Sheet is intended for collecting statistical information only. It neither acts as a discovery request, response, supplementation, nor is it admissible at trial.

How do I determine the case type for the Civil Case Information Sheet?

The case type should reflect the primary issue or purpose of filing the case. Here are the categories you can select from, but you should only choose the most relevant one to your situation:

  • Civil (e.g., Contract, Injury or Damage, Real Property)
  • Family Law (e.g., Marriage Relationship, Parent-Child Relationship)
  • Probate & Mental Health (e.g., Probate/Wills/Intestate, Guardianship)
  • Others as specified in the form depending on the nature of your legal case.

Common mistakes

Filling out the Texas Civil Case Information Sheet accurately is crucial for initiating a civil, family law, probate, or mental health case. However, common mistakes can lead to complications or delays in processing. Here are six frequent errors:

  1. Not providing complete contact information for the person filling out the form. It's important to ensure that all fields related to contact details, including email and fax numbers, are filled out so that the court can easily get in touch if needed.
  2. Failure to list all parties involved in the case. Sometimes, individuals only list the primary parties, neglecting to include additional parties that might be crucial to the case, such as custodial or non-custodial parents in family law matters.
  3. Incorrectly identifying the case type or main issue. Selecting the wrong category can mislead the court about the nature of the case, potentially leading to it being assigned to the wrong court or department.
  4. Overlooking the signature. The bottom of the form requires a signature from the person completing it. This not only certifies the information provided but also validates the form's submission. Without a signature, the form may be considered incomplete.
  5. Omitting the State Bar Number for attorneys. When an attorney fills out the form on behalf of a client, including the State Bar Number is mandatory. It's a common oversight but necessary for verification and record-keeping purposes.
  6. Adding more than one case type or main issue, despite the instruction to select only one. This mistake can confuse the court regarding the primary reason for the case, which can impact how the case is processed and which resources are allocated to it.

Attention to detail when completing this form not only helps in avoiding these mistakes but also ensures that the case proceeds as smoothly as possible.

Documents used along the form

When initiating a civil case in Texas, the Civil Case Information Sheet is a crucial document designed to collect statistical data and to accompany the primary legal forms. However, to successfully navigate the legal arena, several other forms and documents are often required in conjunction with this form. Each document serves its own purpose and is an integral part of the case filing process, ensuring that the legal proceedings are properly initiated and conducted.

  • Original Petition or Complaint: This is the foundational document that sets forth the plaintiff's cause of action. It outlines the facts of the case, the legal basis for the claim, and the specific relief or damages the plaintiff is seeking. The petition or complaint officially starts the lawsuit process.
  • Citation: After filing the Original Petition, a Citation must be issued by the clerk of the court. The Citation notifies the defendant of the lawsuit and provides them the opportunity to respond. It is a crucial step in ensuring that the defendant is aware of the proceedings and has the chance to present their side.
  • Answer: Although filed by the defendant, the Answer is an essential document in response to the Original Petition. It contains the defendant’s defenses and any counterclaims against the plaintiff, setting the stage for the litigation process.
  • Discovery Requests: Discovery documents, including Interrogatories (written questions), Requests for Production of Documents, and Requests for Admissions, are used by both parties to gather evidence from each other. These documents help clarify the facts of the case, narrow down the issues in dispute, and prepare for trial.
  • Motion for Summary Judgment: Either party can file this document, which asks the court to decide the case (or specific aspects of it) based on submitted evidence without going to trial. It argues that there are no material facts in dispute and that the party is entitled to judgment as a matter of law.

Together with the Texas Civil Case Information Sheet, these documents play a pivotal role in the litigation process. From initiating the lawsuit to gathering evidence and seeking an early resolution, each form contributes to the orderly progression of a case through the courts. Understanding the purpose and timing for each document is key to navigating the legal process efficiently and effectively.

Similar forms

The Complaint or Petition forms in most civil litigation processes are notably similar to the Texas Civil Case Information Sheet, primarily because they serve as the initiating documents in civil cases. These forms outline the basic facts of the case, the legal basis for the court's jurisdiction, and the demand for relief, much like the Texas form captures the essence of the case to be presented. However, the latter focuses more on collecting statistical and tracking information for administrative purposes than on arguing the case itself.

The Family Law Information Sheet, found in family law proceedings, parallels the Texas Civil Case Information Sheet in purpose and structure. It typically collects preliminary information about the parties involved in a family law case, such as divorces or child custody matters. Although the specifics of the information gathered differ, focusing on family dynamics and related issues, both forms aim to provide a snapshot of the case to assist in its management and administration.

Probate Case Information Sheets, used to initiate probate proceedings, also share similarities with the Texas Civil Case Information Sheet. They collect data about the deceased, the estate, and the petitioners, which helps the court in processing and managing the probate case. While the focus is on the disposition of a deceased person’s assets rather than a dispute between living parties, the underlying objective of organizing and categorizing case information for court use is a shared trait.

The Initial Case Management Conference (ICMC) Data Sheet, required in some jurisdictions for early case management in civil matters, closely aligns with the objectives of the Texas sheet. It gathers information to facilitate early court intervention and case management efforts, aiming to streamline the resolution process. Both documents serve as tools for judicial efficiency, albeit through slightly different processes and at different stages of a case.

Mental Health Case Information Sheets, used for proceedings involving mental health considerations, such as commitment or guardianship cases, align with the administrative and informational goals of the Texas Civil Case Information Sheet. While focusing on the specific dynamics and needs of mental health cases, these forms nonetheless compile essential case information for statistical and management purposes within the judicial system.

Child Support Information Sheets are another specific instance, gathering detailed information about the parents, children, and financial aspects at the heart of child support proceedings. Similar to the Texas form, they are designed to outline the case's parameters for the court's use, though with a focus on the financial support of children rather than broader civil disputes.

Small Claims Court Filing Information Sheets, required for initiating cases in small claims courts, mirror the Texas Civil Case Information Sheet in their role as foundational documents that guide the administration of cases. They differ in the scope and scale of disputes they address, focusing on minor claims without the need for full legal representation, but their purpose in organizing case information for court use is similar.

Landlord-Tenant Case Information Sheets, often used in disputes between landlords and tenants over rental matters, also share objectives with the Texas form. They provide a framework for collecting dispute specifics, facilitating the resolution process in housing-related matters. Both documents play key roles in setting the stage for case management, though in different legal contexts.

Employment Discrimination Complaint forms, filed with administrative agencies or courts, reflect similar objectives to the Texas Civil Case Information Sheet by stipulating the nature of the discrimination, the parties involved, and any requested relief. While these forms typically precede litigation and gather more substantive legal claims, their function in organizing and presenting initial case information aligns closely with the Texas form's purpose.

The Notice of Appeal forms, initiating the appellate process after a decision in a lower court, while focused on the procedural aspects of appealing a decision rather than initiating a new case, contain elements similar to the Texas Civil Case Information Sheet. They provide a summary of the case, the judgment being appealed, and the basis for the appeal, serving a parallel purpose in efficiently guiding the next phase of litigation.

Dos and Don'ts

When filling out the Texas Civil Case Information Sheet, it is important to follow a specific set of guidelines to ensure the process is done correctly and efficiently. Here are five things you should do and five things you shouldn't do.

    Things You Should Do:
  • Ensure all information provided is accurate and up to date. This includes contact details, the names of parties involved, and the case type.
  • Choose only one primary issue in the case from the provided list to help classify your case correctly.
  • Complete every section of the form. If a section does not apply to your case, mark it as "N/A" (not applicable).
  • Sign the form if you are the person completing it. An unsigned form may be considered incomplete.
  • Attach additional pages if necessary to list all parties involved in the case, ensuring you follow the form's format for consistency.
    Things You Shouldn't Do:
  • Don't leave sections blank without marking them as "N/A." Leaving sections blank can lead to processing delays.
  • Do not supply false or misleading information. This can lead to legal consequences and affect the outcome of your case.
  • Avoid guessing information. If you’re unsure about specific details, verify them before submitting the form.
  • Do not select more than one primary issue. The form is designed to classify your case based on a single primary issue.
  • Refrain from treating the form as a substitute for legal filings or documents required by law or rule. It is for informational and statistical purposes only.

Following these guidelines will help ensure that your Texas Civil Case Information Sheet is filled out correctly and processed efficiently. Remember, this form is important for the administrative processing of your case and should be completed with care and precision.

Misconceptions

When it comes to filing legal documents, such as the Texas Civil Case Information Sheet, there are often misconceptions that can lead to confusion. It's essential to understand what this form is and what it isn't, to ensure proper legal processes are followed. Here are five common misconceptions explained:

  • It serves as the initial legal filing.

    Many think the Civil Case Information Sheet is the first step in pursuing a lawsuit, but it actually accompanies the initial petition or application. Its primary purpose is for statistical collection rather than initiating legal action.

  • It's part of the legal pleadings.

    There's a misconception that this document supplements legal pleadings or is part of the formal documents presented in court. However, it neither replaces nor supplements pleadings or other documents as required by law. Its role is informational for statistical purposes.

  • The form is a discovery tool.

    Another common misunderstanding is that the Civil Case Information Sheet can be used as a discovery request, response, or supplementation. This is incorrect; the form is not used for discovery purposes in legal proceedings and is not admissible at trial.

  • Filling it out is optional.

    Some may believe completing this sheet is optional or only necessary under certain circumstances. In reality, it must be submitted when filing an original petition or application to initiate a new case in several legal areas including civil, family law, probate, or mental health cases, as well as for post-judgment petitions in family law.

  • It requires legal representation to complete.

    While having legal representation is advisable when dealing with court proceedings, an individual can fill out the Civil Case Information Sheet on their own, especially if they are representing themselves (pro se). The form is designed to be accessible, requesting the best available information at the time of filing.

Understanding the purpose and requirements of the Texas Civil Case Information Sheet can help streamline the legal process, ensuring that all necessary information is accurately provided for statistical purposes. This contributes to a smoother initiation of legal actions and helps demystify some aspects of the court filing process.

Key takeaways

When you're dealing with legal documents in Texas, especially if you're initiating a civil case, your first step is typically to fill out a Civil Case Information Sheet. It's an essential task that might seem straightforward, but it holds significant weight in ensuring your case proceeds smoothly. Here are seven key takeaways to keep in mind when you're filling out and using the Texas Civil Case Information Sheet:

  • The Civil Case Information Sheet is mandatory when filing an original petition or application to initiate a new civil, family law, probate, or mental health case. This requirement also applies when submitting a post-judgment petition for modification or motion for enforcement in family law cases.
  • Personal details matter. The form requests contact information for the individual completing it, as well as names of parties involved in the case. This information must be accurate and up-to-date to ensure all parties involved can be contacted and informed throughout the proceedings.
  • Selecting the case type is crucial for the classification and handling of your case. The form allows you to choose from a multitude of categories such as civil, family law, injury or damage, etc. Your selection should reflect the primary issue or most important aspect of your case.
  • Accuracy is paramount. The sheet is designed to collect data for statistical purposes and does not replace legal documents needed for the case. However, providing accurate and comprehensive information helps in the proper management and classification of your case within the judicial system.
  • The sheet does not serve as a discovery request, response, or supplementation. Therefore, it is not admissible at trial. Its primary purpose is for informational and statistical recording rather than evidence or discovery processes.
  • If your case involves additional parties, such as in child support scenarios, it’s necessary to attach an additional page listing all parties. This includes custodial and non-custodial parents, presumed fathers, etc., ensuring that the court has a complete view of everyone involved.
  • Lastly, the form also inquires about the desired procedure or remedy, which could range from traditional court processes to alternative dispute resolutions. This section allows for multiple selections, making it important to understand not just the nature of your case, but also how you wish it to be resolved or addressed.

Filling out the Texas Civil Case Information Sheet with care and attention to detail can significantly influence the efficiency and handling of your case. Though it might seem like a mere formality, its role in the legal process cannot be overstated. Whether you’re navigating the complexities of a civil dispute, family matter, or estate issue, this document is your initial step in communicating your needs and intentions to the court system.

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