Blank Texas Civil Case Information Sheet PDF Template
Form Example
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
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
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
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
$the Title
$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
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1. Contact information for person completing case information sheet: |
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Names of parties in case: |
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Person or entity completing sheet is: |
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Attorney for Plaintiff/Petitioner |
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Name: |
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Email: |
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Plaintiff(s)/Petitioner(s): |
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Pro Se Plaintiff/Petitioner |
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Title |
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_____________________________ |
____________________________ |
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_________________________________ |
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Other: _________________________ |
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Address: |
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Telephone: |
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_________________________________ |
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Additional Parties in Child Support Case: |
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_____________________________ |
____________________________ |
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Defendant(s)/Respondent(s): |
Custodial Parent: |
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City/State/Zip: |
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Fax: |
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_________________________________ |
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_________________________________ |
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_____________________________ |
____________________________ |
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_________________________________ |
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_________________________________ |
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Signature: |
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State Bar No: |
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_________________________________ |
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Presumed Father: |
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_____________________________ |
____________________________ |
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_________________________________ |
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[Attach additional page as necessary to list all parties] |
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2. Indicate case type, or identify the most important issue in the case (select only 1): |
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Civil |
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Family Law |
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Contract |
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Injury or Damage |
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Real Property |
Marriage Relationship |
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Debt/Contract |
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Assault/Battery |
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Eminent Domain/ |
Annulment |
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Enforcement |
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Consumer/DTPA |
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Construction |
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Condemnation |
Declare Marriage Void |
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Debt/Contract |
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Defamation |
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Partition |
Divorce |
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Fraud/Misrepresentation |
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Malpractice |
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Quiet Title |
With Children |
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Title |
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Other Debt/Contract: |
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Accounting |
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Trespass to Try Title |
No Children |
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Enforcement/Modification |
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____________________ |
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Legal |
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Other Property: |
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Paternity |
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Foreclosure |
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Medical |
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____________________ |
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Reciprocals (UIFSA) |
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Home |
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Other Professional |
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Support Order |
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Other Foreclosure |
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Liability: |
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Franchise |
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_______________ |
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Related to Criminal |
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Insurance |
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Motor Vehicle Accident |
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Matters |
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Other Family Law |
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Landlord/Tenant |
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Premises |
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Expunction |
Enforce Foreign |
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Adoption/Adoption with |
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Product Liability |
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Judgment Nisi |
Judgment |
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Termination |
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Partnership |
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Asbestos/Silica |
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Habeas Corpus |
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Child Protection |
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Other Contract: |
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Other Product Liability |
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Seizure/Forfeiture |
Name Change |
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Child Support |
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______________________ |
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List Product: |
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Writ of Habeas Corpus— |
Protective Order |
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Custody or Visitation |
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_________________ |
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Removal of Disabilities |
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Gestational Parenting |
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Other Injury or Damage: |
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Other: _______________ |
of Minority |
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Grandparent Access |
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_________________ |
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Other: |
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Parentage/Paternity |
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__________________ |
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Termination of Parental |
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Rights |
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Employment |
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Other Civil |
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Other |
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Discrimination |
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Administrative Appeal |
Lawyer Discipline |
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_____________________ |
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Retaliation |
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Antitrust/Unfair |
Perpetuate Testimony |
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Termination |
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Competition |
Securities/Stock |
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Workers’ Compensation |
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Code Violations |
Tortious Interference |
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Other Employment: |
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Foreign Judgment |
Other: _______________ |
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______________________ |
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Intellectual Property |
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Tax |
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Probate & Mental Health |
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Tax Appraisal |
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Probate/Wills/Intestate Administration |
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Tax Delinquency |
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Dependent Administration |
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Other Tax |
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Independent Administration |
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Mental Health |
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Other Estate Proceedings |
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Other: ____________________ |
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3. Indicate procedure or remedy, if applicable (may select more than 1):
Appeal from Municipal or Justice Court
Attachment
Bill of Review Certiorari Class Action
Declaratory Judgment
Garnishment
Interpleader
License
Mandamus
Prejudgment Remedy
Protective Order
Receiver
Sequestration
Temporary Restraining Order/Injunction
Turnover
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Common mistakes
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Incomplete Contact Information: Failing to provide all required contact details, such as email address or telephone number, can lead to communication issues.
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Incorrect Party Names: Entering the wrong names for plaintiffs or defendants can result in delays or even dismissal of the case.
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Missing Signature: Not signing the form, or failing to include an electronic signature when submitting online, will render the submission invalid.
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Improper Case Type Selection: Selecting more than one case type or choosing an irrelevant category can complicate the processing of the case.
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Failure to Indicate Additional Parties: Not listing all relevant parties in child support cases can lead to incomplete information and procedural errors.
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Neglecting to Provide a Cause Number: Omitting the cause number, which is essential for tracking the case, can hinder court processes.
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Ignoring Instructions for Confidential Information: Not using initials for confidential parties may violate privacy requirements and result in legal complications.
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Improperly Selecting Procedures or Remedies: Failing to accurately select the appropriate procedures or remedies can lead to a lack of clarity regarding the relief sought in the case.
Key takeaways
When filling out and using the Texas Civil Case Information Sheet, there are several important points to keep in mind:
- Submission Requirement: This form is necessary when initiating a new civil, family law, probate, or mental health case, as well as for certain post-judgment actions. Make sure to include it with your original petition or application.
- Accurate Information: Provide the best available information at the time of filing. This includes contact details for all parties involved and the person completing the form. If any party's name is confidential, use initials instead.
- Not a Legal Document: The information sheet is used solely for statistical and administrative purposes. It does not replace or supplement any legal filings and is not admissible in court.
- Case Type and Procedures: Carefully select the case type that best represents the primary issue. You can also indicate any applicable procedures or remedies being sought, and you may choose more than one.
Steps to Using Texas Civil Case Information Sheet
Completing the Texas Civil Case Information Sheet is an essential step when initiating a new civil case or filing specific post-judgment petitions. This form collects necessary information to assist the court in managing cases effectively. Below are the steps to accurately fill out this form.
- Contact Information:
- Provide your name.
- Enter 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.
- Names of Parties:
- Enter the name(s) of the plaintiff(s) or petitioner(s).
- Enter the name(s) of the defendant(s) or respondent(s).
- For child support cases, list additional parties, including the custodial parent, non-custodial parent, and presumed father. If necessary, attach an additional page for more parties.
- 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 of the person or entity.
- Case Type:
- Select the case category that best reflects the most important issue in your case. You must choose only one.
- Procedure or Remedy:
- If applicable, select any of the available procedures or remedies you are seeking. You may select more than one.
After completing the Texas Civil Case Information Sheet, ensure that all information is accurate and legible. This form should be submitted alongside your original petition or application to the court. It is important to keep a copy for your records. Following these steps will help facilitate the processing of your case.