APPEARANCE & CASE TYPE WORKSHEET

(Indiana Trial Rule 3.1 / Admin. Rule 8(B)(3) shadow worksheet)

[// GUIDANCE: Use this to collect data before completing the official Appearance form and e-file fields. Each party must file an Appearance in every case under Trial Rule 3.1.]

1. CAPTION

text
IN THE [COURT NAME], [COUNTY] COUNTY, INDIANA

[PLAINTIFF/PETITIONER NAME], Plaintiff/Petitioner,
v. Case No.: [TBD BY CLERK]
[DEFENDANT/RESPONDENT NAME], Defendant/Respondent.

2. PARTY STATUS (TR 3.1)

• This party is: [ ] Initiating [ ] Responding [ ] Intervening

3. PARTY INFORMATION

• Party name: [NAME]
• Address: [STREET, CITY, STATE ZIP]
• Phone/Email: [PHONE] | [EMAIL]
• Additional parties: attach list if needed.

4. ATTORNEY OR SELF-REPRESENTED

• Name / Atty No.: [ATTORNEY NAME], IN Bar [NUMBER] (or “Self-represented”)
• Firm: [FIRM NAME]
• Address: [STREET, CITY, STATE ZIP]
• Phone/Email: [PHONE] | [EMAIL]
• Attorney for: [PLAINTIFF/PETITIONER/DEFENDANT/RESPONDENT]
• [ ] Self-represented party

5. CASE TYPE CODE (Admin. Rule 8(B)(3))

[// GUIDANCE: Enter the official two-letter code (e.g., PL – Civil Plenary, CT – Civil Tort, CC – Civil Collection, MF – Mortgage Foreclosure, EV – Eviction, SC – Small Claim (if applicable), MI – Miscellaneous, RS – Reciprocal Support, EM – Estates Misc.). Use the current Indiana Case Type Quick Reference Guide.]
- Case Type Code: [CODE] Description: [TEXT]

6. RELATED CASES

• [ ] Yes (list case number(s)/court(s)): [DETAILS]
• [ ] No

7. JURY DEMAND

• [ ] Jury requested
• [ ] Non-jury

8. AMOUNT / RELIEF (WORKSHEET)

• Monetary relief: $[AMOUNT] (exclusive of fees/costs)
• Non-monetary / equitable relief: [DESCRIBE]

9. SERVICE & NOTICE (WORKSHEET)

• Service addresses and method (sheriff/process server/certified mail): [DETAILS]
• Interpreter needed: [YES/NO] – Language: [SPECIFY]
• Accommodation needed (ADA/disability): [YES/NO] – Describe: [SPECIFY]

10. CONFIDENTIAL INFORMATION (DO NOT SERVE)

• Place confidential identifiers (SSN/DOB/financial account info) on the confidential information sheet; do not include here.

11. SIGNATURE (TR 3.1 Appearance)

text
Date: [DATE]

____________________________________
[ATTORNEY NAME], IN Bar [NUMBER] / Self-represented
Attorney for [PARTY]
[// GUIDANCE: File the official Appearance form under Trial Rule 3.1 and supply the case type code per Admin. Rule 8(B)(3) in e-filing. Use the confidential information sheet for protected data.]***