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Blank Texas Civil Case Information Sheet PDF Template

The Texas Civil Case Information Sheet is a required document that must be completed when initiating a new civil, family law, probate, or mental health case. This form gathers essential information for statistical and administrative purposes and should be submitted alongside the original petition or application. It is important to note that this sheet does not replace any required filings or serve as a discovery request.

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Blank Texas Civil Case Information Sheet PDF Template

Contents

Form Example

Instructions for Completing the Texas Civil Case Information Sheet

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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Common mistakes

Incomplete Contact Information: Failing to provide all required contact details, such as email address or telephone number, can lead to communication issues.
Incorrect Party Names: Entering the wrong names for plaintiffs or defendants can result in delays or even dismissal of the case.
Missing Signature: Not signing the form, or failing to include an electronic signature when submitting online, will render the submission invalid.
Improper Case Type Selection: Selecting more than one case type or choosing an irrelevant category can complicate the processing of the case.
Failure to Indicate Additional Parties: Not listing all relevant parties in child support cases can lead to incomplete information and procedural errors.
Neglecting to Provide a Cause Number: Omitting the cause number, which is essential for tracking the case, can hinder court processes.
Ignoring Instructions for Confidential Information: Not using initials for confidential parties may violate privacy requirements and result in legal complications.
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.

⇓ Texas Civil Case Information Sheet PDF

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.