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Content Overview

The Texas Civil Case Information Sheet is a critical document that plays a vital role in the initiation of various types of civil cases within the state. When filing an original petition or application, whether it involves family law, probate, or mental health issues, this form must be completed and submitted. It is also necessary for post-judgment petitions for modifications or motions for enforcement in family law cases. The sheet collects essential information that will be utilized for statistical purposes, ensuring that the data is as accurate as possible at the time of filing. Importantly, this form does not replace or supplement other required filings or pleadings, nor is it admissible in court. The document requires contact information for the person completing it, along with details about the parties involved in the case. Additionally, it prompts the filer to indicate the type of case and the most significant issue at hand, ranging from civil disputes to family law matters. Options include categories like contract disputes, personal injury, divorce, and many others, allowing for a clear classification of the case. Furthermore, the form also allows for the selection of procedures or remedies applicable to the case, such as appeals, arbitration, or protective orders, providing a comprehensive overview of the legal action being initiated.

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(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:
Name:
Address:
City/State/Zip:
Signature:
_____________________________
Email:
Telephone:
Fax:
State Bar No:
Plaintiff(s)/Petitioner(s):
Defendant(s)/Respondent(s):
[Attach additional page as necessary to list all parties]
Attorney for Plaintiff/Petitioner
Pro Se Plaintiff/Petitioner
Title IV-D Agency
Other:
Additional Parties in Child Support Case:
Custodial Parent:
Non-Custodial Parent:
Presumed Father:
2. Indicate case type, or identify the most important issue in the case (select only 1):
Family Law
Contract
Injury or Damage
Real Property
Marriage Relationship
Post-judgment Actions
(non-Title IV-D)
Debt/Contract
Consumer/DTPA
Debt/Contract
Fraud/Misrepresentation
Other Debt/Contract:
Foreclosure
Home Equity—Expedited
Other Foreclosure
Franchise
Insurance
Landlord/Tenant
Non-Competition
Partnership
Other Contract:
Assault/Battery
Construction
Defamation
Malpractice
Accounting
Legal
Medical
Other Professional
Liability:
Motor Vehicle Accident
Premises
Product Liability
Asbestos/Silica
Other Product Liability
List Product:
Other Injury or Damage:
Eminent Domain/
Condemnation
Partition
Quiet Title
Trespass to Try Title
Other Property:
Annulment
Declare Marriage Void
Divorce
With Children
No Children
Enforcement
ModificationCustody
ModificationOther
Title IV-D
Enforcement/Modification
Paternity
Reciprocals (UIFSA)
Support Order
Related to Criminal
Matters
Other Family Law
Parent-Child Relationship
Expunction
Judgment Nisi
Non-Disclosure
Seizure/Forfeiture
Writ of Habeas Corpus
Pre-indictment
Other:
Enforce Foreign
Judgment
Habeas Corpus
Name Change
Protective Order
Removal of Disabilities
of Minority
Other:
Adoption/Adoption with
Termination
Child Protection
Child Support
Custody or Visitation
Gestational Parenting
Grandparent Access
Paternity/Parentage
Termination of Parental
Rights
Other Parent-Child:
Employment
Other Civil
Discrimination
Retaliation
Termination
Workers’ Compensation
Other Employment:
Administrative Appeal
Antitrust/Unfair
Competition
Code Violations
Foreign Judgment
Intellectual Property
Lawyer Discipline
Perpetuate Testimony
Securities/Stock
Tortious Interference
Other:
Tax
Probate & Mental Health
Tax Appraisal
Tax Delinquency
Other Tax
Probate/Wills/Intestate Administration
Dependent Administration
Independent Administration
Other Estate Proceedings
GuardianshipAdult
GuardianshipMinor
Mental Health
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
C
IVIL
C
ASE
I
NFORMATION
S
HEET
C
AUSE NUMBER (FOR CLERK USE ONLY): _______________________________ COURT (FOR CLERK USE ONLY): ______________________
S
TYLED

Form Specifications

Fact Name Fact Description
Purpose of the Form The Texas Civil Case Information Sheet collects essential information for statistical purposes when initiating a new civil, family law, probate, or mental health case.
Filing Requirement This form must be completed and submitted alongside an original petition or application to start a case or for post-judgment petitions in family law cases.
Governing Authority The form is approved by the Texas Judicial Council, ensuring it meets state requirements.
Confidentiality Information provided on this sheet is used solely for statistical purposes and does not replace or supplement legal filings or service of documents.
Admissibility The Civil Case Information Sheet is not admissible in court and does not constitute a discovery request or response.
Contact Information Individuals completing the form must provide their contact details, including name, email, and State Bar number if applicable.
Case Type Selection The form requires the filer to select the type of case or the primary issue, with various options available, such as Civil, Family Law, or Probate.
Remedies and Procedures Filing parties can indicate applicable procedures or remedies, such as appeal, arbitration, or protective orders, allowing for a comprehensive understanding of the case's needs.

Texas Civil Case: Usage Guidelines

Filling out the Texas Civil Case form is an essential step in initiating a civil case. It collects important information that helps the court manage your case efficiently. Here are the steps to complete the form accurately.

  1. Start by entering the Cause Number and Court information in the designated spaces at the top of the form. This section is for clerk use only.
  2. In the Styled section, write the names of the parties involved in the case. This should follow the format: "John Smith v. All American Insurance Co" or similar.
  3. Provide your contact information. Fill in the Name, Email, Address, Telephone, and Fax fields.
  4. Indicate your role by checking the appropriate box: Attorney for Plaintiff/Petitioner, Pro Se Plaintiff/Petitioner, or Title IV-D Agency.
  5. List the Plaintiff(s)/Petitioner(s) and any additional parties involved in a child support case, if applicable. Include their names and roles.
  6. In the Defendant(s)/Respondent(s) section, provide the names of all defendants or respondents involved in the case.
  7. Sign the form where indicated. Include your State Bar Number if you are an attorney.
  8. Select the Case Type by checking only one option that best describes the main issue of your case.
  9. If applicable, indicate the Procedure or Remedy by selecting one or more options that apply to your case.

After completing the form, review all entries for accuracy. Once verified, you can submit the form along with your original petition or application to the appropriate court. This ensures that your case is processed without unnecessary delays.

Your Questions, Answered

What is the Texas Civil Case Information Sheet?

The Texas Civil Case Information Sheet is a form that must be completed when filing an original petition or application to start a new civil, family law, probate, or mental health case. It is also required for post-judgment petitions in family law cases. This sheet collects essential information for statistical purposes and does not replace any legal filings or documents.

Who needs to complete the Civil Case Information Sheet?

The person or entity filing the case must complete the Civil Case Information Sheet. This can be an attorney representing a party or a pro se litigant (an individual representing themselves). The form requires contact information for the person completing it, as well as details about all parties involved in the case.

What information is required on the form?

The form requires various details, including the names of all parties involved, the type of case, and the most important issue at stake. Additionally, it asks for contact information, such as email addresses and telephone numbers. If there are multiple parties, you may attach additional pages to list them all.

Is the information on the Civil Case Information Sheet confidential?

No, the information collected on the Civil Case Information Sheet is not confidential. It is used for statistical purposes by the Texas Judicial Council and may be accessible to the public. However, the sheet itself does not serve as a legal document in court proceedings.

Can I submit the Civil Case Information Sheet after filing my case?

The Civil Case Information Sheet must be submitted at the time of filing the original petition or application. It is not intended to be submitted later. Ensure that you complete it accurately and include it with your initial filing to avoid any delays in your case.

What happens if I do not submit the Civil Case Information Sheet?

If you fail to submit the Civil Case Information Sheet when required, it may result in delays in processing your case. Courts may require you to provide the form before proceeding with any hearings or actions related to your case.

Is the Civil Case Information Sheet used for any purpose other than statistics?

The primary purpose of the Civil Case Information Sheet is to collect data for statistical analysis. It does not function as a discovery request or as evidence in court. Its role is limited to providing the court with necessary information about the case type and parties involved.

Common mistakes

  1. Inaccurate Case Information: One common mistake is providing incorrect or incomplete details in the case title. The styled name should clearly identify all parties involved, such as "John Smith v. All American Insurance Co." Missing or misspelled names can lead to confusion and delays in processing.

  2. Improper Case Type Selection: Selecting the wrong case type can significantly impact the handling of the case. Individuals often overlook the requirement to choose only one primary issue, which may result in improper categorization. Each type has specific implications for how the case will proceed.

  3. Neglecting Contact Information: Failing to provide complete contact information for the person filling out the form is another frequent error. This includes missing email addresses or phone numbers, which are essential for communication regarding the case. Ensure that all fields are filled accurately to avoid unnecessary delays.

  4. Overlooking Additional Parties: In cases involving multiple parties, individuals often forget to list all relevant parties. This can include co-defendants or additional custodial parents in child support cases. It is crucial to attach additional pages if necessary to ensure all parties are accounted for, as this information is vital for the court's understanding of the case.

Documents used along the form

The Texas Civil Case form is a crucial document used to initiate various types of civil cases within the state. Alongside this form, several other documents are commonly utilized to ensure proper legal proceedings. Below is a list of related forms that may accompany the Texas Civil Case form, each serving a specific purpose in the legal process.

  • Pleadings: These documents outline the claims and defenses of the parties involved in a case. They include the original petition, answer, and any counterclaims. Pleadings establish the framework for the case and inform the court and other parties of the issues at stake.
  • Summons: A summons is a legal document that notifies a defendant that a lawsuit has been filed against them. It provides essential information, including the time frame for the defendant to respond to the complaint. This document ensures that the defendant is aware of the legal action and can prepare accordingly.
  • Service of Process Affidavit: This affidavit confirms that the summons and complaint have been properly delivered to the defendant. It serves as proof that the court's jurisdiction over the defendant has been established, which is a critical step in the legal process.
  • Motion for Temporary Restraining Order: This motion is filed to request immediate relief from the court, typically to prevent harm or preserve the status quo while the case is pending. It is often used in family law cases or situations where urgent action is necessary.
  • Discovery Requests: These documents are used to gather information from the opposing party. Common types include interrogatories, requests for production of documents, and requests for admissions. Discovery is essential for building a case and ensuring that both parties have access to relevant evidence.

Understanding these accompanying documents can greatly enhance one's ability to navigate the legal system effectively. Each form plays a vital role in ensuring that cases are processed smoothly and fairly, contributing to the overall integrity of the judicial process in Texas.

Similar forms

The Texas Civil Case Information Sheet serves as a vital document in various legal proceedings, but it shares similarities with several other documents used in the legal system. Here’s a look at six such documents:

  • Civil Case Filing Form: This document is also submitted when initiating a civil case. Like the Civil Case Information Sheet, it collects essential information about the parties involved and the nature of the case. Both forms aim to streamline the court's processing of new cases.
  • Family Law Case Information Sheet: Similar to the Texas Civil Case Information Sheet, this form is specifically designed for family law cases. It gathers information pertinent to family-related issues, ensuring that the court has the necessary details to proceed with the case.
  • Probate Case Information Form: When dealing with probate matters, this form serves a purpose akin to the Civil Case Information Sheet. It collects information relevant to the deceased's estate, helping the court manage probate proceedings efficiently.
  • Notice of Appeal: This document is filed when a party wishes to appeal a court's decision. Like the Civil Case Information Sheet, it requires specific information about the case and parties involved, facilitating the appellate process.
  • Motion for Modification: Often used in family law cases, this document requests changes to existing court orders. It shares similarities with the Civil Case Information Sheet in that it requires detailed information about the parties and the reasons for the requested changes.
  • Subpoena Duces Tecum: This document compels a person to produce documents for a legal proceeding. Like the Civil Case Information Sheet, it is crucial for gathering necessary information, although it serves a different purpose in the legal process.

Each of these documents plays a role in ensuring that the legal process is efficient and organized, much like the Texas Civil Case Information Sheet.

Dos and Don'ts

When filling out the Texas Civil Case form, there are important guidelines to follow. Here’s a list of things to do and avoid:

  • Do ensure all information is accurate and complete.
  • Do use clear and legible handwriting or type the information.
  • Do check the case type carefully to select the most relevant option.
  • Do include contact information for all parties involved.
  • Do sign and date the form where required.
  • Don't leave any sections blank; fill in all applicable fields.
  • Don't use abbreviations that may confuse the reader.
  • Don't submit the form without reviewing it for errors.
  • Don't provide extraneous information that is not requested.
  • Don't forget to attach any additional pages if needed for listing parties.

Misconceptions

Misconceptions about the Texas Civil Case form can lead to confusion and errors in the filing process. Here are ten common misconceptions, along with clarifications for each:

  1. The form is optional for all cases. Many people believe that the Texas Civil Case form is optional. In reality, it is required when filing an original petition or application for various types of civil cases.
  2. It serves as a substitute for other legal documents. Some assume that the civil case information sheet replaces other necessary filings. However, it is intended to collect information for statistical purposes and does not replace any pleadings or documents required by law.
  3. All information must be complete and final at the time of filing. Many think they need to provide all details perfectly. While accuracy is important, the form should include the best available information at the time of filing.
  4. The form is admissible in court. There is a belief that the information on the form can be used in court proceedings. This is incorrect; the sheet is not admissible as evidence during a trial.
  5. Only attorneys can complete the form. Some individuals think that only licensed attorneys are allowed to fill out the civil case information sheet. In fact, pro se litigants can also complete the form.
  6. It only applies to civil cases. Many people believe the form is exclusive to civil cases. However, it is also required for family law, probate, and mental health cases.
  7. Filing the form guarantees a quick resolution. Some expect that submitting the civil case information sheet will expedite the case process. While it is a necessary step, it does not influence the speed of case resolution.
  8. There is no need to update the form after filing. A misconception exists that once the form is submitted, it does not need further updates. If additional parties or information arise, updates may be necessary.
  9. The information is kept confidential. Some believe that all details on the form are confidential. However, certain information may be publicly accessible, depending on the case type.
  10. Only specific case types require this form. There is a misunderstanding that the form is only needed for certain civil cases. In reality, it is required for a variety of case types, including family law and probate matters.

Key takeaways

Filling out the Texas Civil Case Information Sheet is an important step in initiating a civil case. Here are some key takeaways to keep in mind:

  • Purpose of the Form: The information sheet is designed to collect data for statistical purposes and does not replace other required filings.
  • Who Completes the Form: The sheet should be filled out by the person or entity initiating the case, typically the attorney for the plaintiff or the plaintiff themselves if they are representing themselves.
  • Accurate Information: It’s crucial to provide the best available information at the time of filing to ensure proper processing of the case.
  • Case Type Selection: You must select the most relevant case type or issue from the provided categories, ensuring only one is chosen.
  • Additional Parties: If there are multiple parties involved in the case, be sure to list all of them, including custodial and non-custodial parents in child support cases.
  • Contact Information: Include complete contact details for the person completing the form, including name, email, and phone number.
  • Not Admissible in Court: Remember, this information sheet is not a discovery request and cannot be used as evidence during trial.
  • Filing Requirements: The form must be submitted with the original petition or application to initiate a new case or with certain post-judgment petitions in family law cases.

By keeping these takeaways in mind, you can ensure that the Texas Civil Case Information Sheet is completed accurately and effectively, helping to facilitate the legal process.