Fill Your Texas Civil Case Information Sheet Form Launch Texas Civil Case Information Sheet Editor Now

Fill Your Texas Civil Case Information Sheet Form

The Texas Civil Case Information Sheet is a form that must be completed when filing an original petition or application for a new civil, family law, probate, or mental health case. This sheet collects essential information for statistical and administrative purposes, ensuring that the filing process is streamlined. Completing this form accurately is crucial for the effective management of your case, so be sure to fill it out by clicking the button below.

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Dos and Don'ts

When filling out the Texas Civil Case Information Sheet, attention to detail is crucial. Here are four guidelines to follow, along with some pitfalls to avoid.

  • Do ensure that all contact information is accurate and complete. This includes names, addresses, email addresses, and phone numbers.
  • Do select only one case type that best represents the primary issue at hand. This helps streamline the processing of your case.
  • Don't submit the case information sheet as the lead document if you are e-filing. It should accompany your original petition or application.
  • Don't include confidential information. If a party's name is confidential, use initials instead to protect their identity.

Following these dos and don'ts will help ensure that your filing is processed smoothly and efficiently.

Sample - Texas Civil Case Information Sheet Form

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

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Documents used along the form

The Texas Civil Case Information Sheet is an essential document that must be submitted when initiating certain types of civil cases in Texas. Alongside this form, several other documents are commonly required to ensure the case is properly filed and processed. Below is a list of these documents, each described briefly to provide clarity on their purposes.

  • Original Petition: This document outlines the plaintiff's claims against the defendant and initiates the lawsuit. It includes the basis for the court's jurisdiction and the relief sought.
  • Service of Process: This document provides proof that the defendant has been formally notified of the lawsuit. It is crucial for ensuring that the defendant has the opportunity to respond to the claims made against them.
  • Answer: The answer is the defendant's formal response to the original petition. It addresses each claim made by the plaintiff, either admitting, denying, or stating insufficient knowledge to respond.
  • Motion for Summary Judgment: This document requests the court to rule in favor of one party without a full trial, based on the argument that there are no genuine disputes of material fact.
  • Discovery Requests: These are formal requests for information and documents exchanged between the parties involved in the case. They help gather evidence and clarify issues before trial.
  • Final Judgment: This document is issued by the court at the conclusion of a case, outlining the court's decision and any orders for relief or damages awarded to the prevailing party.

Understanding these documents and their roles in the legal process can help individuals navigate their cases more effectively. Each document serves a specific function that contributes to the overall proceedings, ensuring that all parties are informed and that justice is served in accordance with the law.

Common mistakes

Filling out the Texas Civil Case Information Sheet can seem straightforward, but many people make common mistakes that can lead to delays or complications. One frequent error is providing incomplete contact information. It's essential to include all required details, such as your name, address, email, and phone number. Omitting any of this information can hinder the court's ability to reach you or process your case efficiently.

Another mistake involves misidentifying the parties in the case. It's crucial to accurately list all parties involved, including plaintiffs, defendants, and any additional parties in child support cases. Failing to do so or using initials instead of full names when confidentiality is not a concern can result in confusion and may affect the case's outcome.

Many individuals also overlook the importance of selecting the correct case type. Choosing the appropriate category is vital, as it reflects the primary issue at hand. Selecting more than one case type can lead to complications, as only one should be indicated. This mistake can mislead the court about the nature of the case and affect how it is handled.

Additionally, people often forget to indicate the procedures or remedies being sought. This section allows you to specify the actions you wish the court to take. Selecting the appropriate remedies is essential, as it provides the court with a clear understanding of your expectations. Missing this step can leave your intentions unclear.

Lastly, failing to sign the form correctly is a common oversight. Whether you are submitting electronically or in person, ensure that your signature is included as required. If filing electronically, remember that a scanned signature or a typed name with “/s/” is acceptable. Neglecting this can lead to the rejection of your submission.

Misconceptions

Understanding the Texas Civil Case Information Sheet can be tricky, and there are several misconceptions that might lead to confusion. Here’s a breakdown of seven common misunderstandings:

  • It replaces other legal documents. Many people think the Civil Case Information Sheet is a substitute for other filings. In reality, it is simply a supplementary form that provides information for statistical purposes and does not replace any required pleadings.
  • It is required for all cases. Some believe that this form must be submitted for every type of case. However, it is specifically required only when filing an original petition or certain post-judgment motions in civil, family law, probate, or mental health cases.
  • Confidential information must always be disclosed. There is a misconception that all party names must be listed on the form. If a party's name is confidential, initials can be used instead, ensuring privacy is maintained.
  • It is admissible in court. Some individuals mistakenly think that the information on this sheet can be used as evidence during a trial. This is not the case; the sheet is not admissible in court proceedings.
  • Only attorneys can complete it. Many assume that only licensed attorneys can fill out the form. In fact, self-represented individuals (pro se litigants) can and should complete it when they file their cases.
  • It’s not important. Some might overlook the significance of this form, thinking it’s just a formality. However, it plays a crucial role in helping the court manage cases and collect data effectively.
  • It can be submitted as the lead document. A common error is believing that the Civil Case Information Sheet can be the lead document in an e-filing. In reality, it must be filed as a supplementary document, not the primary one.

By clarifying these misconceptions, you can approach the Texas Civil Case Information Sheet with confidence and ensure you’re following the correct procedures. Remember, understanding the requirements helps streamline the process and avoid unnecessary complications!

Key takeaways

1. Submission Requirement: A Texas Civil Case Information Sheet must be completed when filing an original petition or application for various civil cases, including family law, probate, or mental health cases. It is also required for post-judgment petitions in family law cases.

2. Accuracy of Information: Provide the best available information at the time of filing. This ensures that the court has the most relevant details for administrative and statistical purposes.

3. Not a Legal Document: The case information sheet does not replace or supplement other required filings. It is not a discovery request and is not admissible in court.

4. Contact Information: Include complete contact details for the person filling out the sheet, such as name, address, email, and phone number. If the filer is an attorney, include the State Bar number.

5. Party Names: Enter the names of all parties involved in the case. If a party's name is confidential, use initials instead. An additional page can be attached if necessary.

6. Case Type Selection: Choose the case category that best represents the main issue of the case. Only one category should be selected to avoid confusion.

File Characteristics

Fact Name Description
Purpose The Texas Civil Case Information Sheet collects essential information for statistical and administrative purposes when initiating a civil case.
Governing Law This form is governed by Texas Rule of Civil Procedure 78 and is approved by the Texas Judicial Council.
Submission Requirement It must be submitted when filing an original petition, application, or post-judgment petition in family law cases.
Confidentiality If a party's name is confidential, only their initials should be entered on the form.
Non-Admissibility The information sheet is not admissible at trial and does not replace other required filings.
Contact Information Contact details of the person completing the sheet must be provided, including name, address, email, and phone number.
Case Type Selection The form requires the selection of one case type that best reflects the main issue of the case.
Multiple Procedures More than one procedure or remedy may be selected if applicable to the case being filed.

How to Use Texas Civil Case Information Sheet

Once you have gathered the necessary information, you can begin filling out the Texas Civil Case Information Sheet. This form is essential for initiating various types of civil cases and helps streamline the process. Follow the steps below to complete the form accurately.

  1. Contact Information:
    • Provide your name, address, city, state, and zip code.
    • Include your email address and telephone number. If available, add your fax number.
    • If you are an attorney, provide 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 defendant(s) or respondent(s).
    • If applicable, include additional parties in child support cases: custodial parent, non-custodial parent, and presumed father. You may attach an additional page if needed.
  3. Person or Entity Completing Sheet:
    • Indicate whether you are an attorney for the plaintiff or petitioner, a pro se plaintiff or petitioner, the Title IV-D agency, or another entity. If other, provide the name.
  4. Case Type:
    • Select the category that best reflects the main issue in your case. You can only choose one.
  5. Procedure or Remedy:
    • If applicable, select any procedures or remedies you are seeking in the case. You may choose more than one.

After completing the form, review all entries to ensure accuracy. Once satisfied, submit the form along with your original petition or application as required. This will help ensure your case is processed smoothly.