Pennsylvania Civil Cover Sheet - Preparation Worksheet

Pennsylvania Litigation & Court Documents Updated August 21, 2026 Free Word and PDF

PENNSYLVANIA CIVIL COVER-SHEET TRANSCRIPTION WORKBOOK

NOT FOR FILING

This workbook helps a reviewer transcribe information onto the current official cover sheet and verify the completed form against its instructions. It does not supply statewide case codes or filing rules.

1. SOURCE CONTROL

Source item Official title Revision or date URL or location Checked on
Cover sheet or case-information form [________________________________] [________________] [________________________________] [__/__/____]
Court instructions [________________________________] [________________] [________________________________] [__/__/____]
County or local addendum [________________________________] [________________] [________________________________] [__/__/____]
Electronic-filing instructions [________________________________] [________________] [________________________________] [__/__/____]
Fee schedule [________________________________] [________________] [________________________________] [__/__/____]
Confidential-information procedure [________________________________] [________________] [________________________________] [__/__/____]

Court: [________________________________________]

County: [________________________________________]

Division, program, or calendar: [________________________________________]

Filing office or portal: [________________________________________]

☐ Each source is current

☐ The selected form matches the court and filing type

☐ Local and electronic-filing requirements have been reconciled

☐ Counsel approved the source set

2. CAPTION TRANSCRIPTION

Official-form field Source information Final entry
Plaintiff or petitioner [________________________________] [________________________________]
Additional initiating parties [________________________________] [________________________________]
Defendant or respondent [________________________________] [________________________________]
Additional responding parties [________________________________] [________________________________]
Existing docket or transfer number [________________________________] [________________________________]
Court and county [________________________________] [________________________________]
Division or program [________________________________] [________________________________]
Other caption field [________________________________] [________________________________]

☐ Names match the initiating document

☐ Entity names match formation or public records used by counsel

☐ Protected or confidential names are handled as directed

3. FILER AND COUNSEL TRANSCRIPTION

Official-form field Final entry
Filer name [________________________________]
Attorney identification number [________________________________]
Firm or organization [________________________________]
Mailing address [________________________________]
Telephone [________________________________]
Email [________________________________]
Party represented [________________________________]
Self-represented-party field [________________________________]
Additional contact field [________________________________]

4. FILING-TYPE TRANSCRIPTION

Copy only the choices displayed on the current official form.

Official choice or code Selected Reason or source
[________________________________] ☐ [________________________________]
[________________________________] ☐ [________________________________]
[________________________________] ☐ [________________________________]
[________________________________] ☐ [________________________________]

Accompanying initiating or transferred document: [________________________________________]

Existing proceeding or appeal information: [________________________________________]

5. CASE-CLASSIFICATION TRANSCRIPTION

Do not use a remembered code list or a code copied from another county.

Level Official label Official code Selected Supporting pleading section
Primary [________________________________] [________________] ☐ [________________________________]
Secondary [________________________________] [________________] ☐ [________________________________]
Subtype [________________________________] [________________] ☐ [________________________________]
Program [________________________________] [________________] ☐ [________________________________]
Other [________________________________] [________________] ☐ [________________________________]

Classification question for counsel: [________________________________________]

6. MONETARY, TRACK, OR PROGRAM FIELDS

Official-form question Information source Final answer
Amount field [________________________________] [________________________________]
Track or assignment field [________________________________] [________________________________]
Arbitration field [________________________________] [________________________________]
Jury field [________________________________] [________________________________]
Complex or commerce field [________________________________] [________________________________]
Other program field [________________________________] [________________________________]

Counsel must determine the legal significance of each selection from the current rules and pleading. This workbook records the answer but does not decide it.

7. RELATED-CASE FIELDS

Related matter Court and docket Relationship Official-form entry
[________________________________] [________________________________] [________________________________] [________________________________]
[________________________________] [________________________________] [________________________________] [________________________________]

Consolidation, coordination, assignment, or transfer issue for counsel: [________________________________________]

8. PARTY-STATUS FIELDS

Party Status or capacity requested by official form Supporting record Final entry
[________________________________] [________________________________] [________________________________] [________________________________]
[________________________________] [________________________________] [________________________________] [________________________________]
[________________________________] [________________________________] [________________________________] [________________________________]

Minor, incapacitated-person, estate, trust, government, or representative issue: [________________________________________]

9. CONFIDENTIALITY PACKAGE

Item from current procedure Needed Prepared Destination
Public redacted document ☐ ☐ [________________________________]
Restricted or confidential document ☐ ☐ [________________________________]
Confidential-information form ☐ ☐ [________________________________]
Certification ☐ ☐ [________________________________]
Sealing or protective application ☐ ☐ [________________________________]
Other ☐ ☐ [________________________________]

10. LOCAL ADDENDA AND PACKAGE CONTROL

Required item Included Reviewed File name or tab
Official cover sheet ☐ ☐ [________________________________]
County addendum ☐ ☐ [________________________________]
Initiating document ☐ ☐ [________________________________]
Summons or notice ☐ ☐ [________________________________]
Entry or appearance document ☐ ☐ [________________________________]
Confidentiality document ☐ ☐ [________________________________]
Proposed order ☐ ☐ [________________________________]
Fee authorization ☐ ☐ [________________________________]
Other ☐ ☐ [________________________________]

11. FIELD-BY-FIELD VALIDATION

Official-form field Completed Matches source Reviewer initials
Caption ☐ ☐ [____]
Filer and counsel ☐ ☐ [____]
Filing type ☐ ☐ [____]
Case category and code ☐ ☐ [____]
Amount or track ☐ ☐ [____]
Jury or program selection ☐ ☐ [____]
Related cases ☐ ☐ [____]
Party status ☐ ☐ [____]
Confidentiality ☐ ☐ [____]
Signature or certification ☐ ☐ [____]

12. FINAL PACKAGE REVIEW

☐ Correct official form and revision used

☐ No field was completed from this workbook without source verification

☐ Codes and classifications match the selected court's form

☐ Cover sheet matches the initiating document

☐ Local addenda are complete

☐ Filing copy contains no unintended confidential information

☐ Fee and payment method were rechecked

☐ Filing method and deadline were rechecked

☐ Final form was reviewed by counsel

13. SUBMISSION AND CORRECTION LOG

Event Date and time Person Confirmation or note
Submitted [________________________________] [________________________________] [________________________________]
Accepted or rejected [________________________________] [________________________________] [________________________________]
Correction requested [________________________________] [________________________________] [________________________________]
Corrected submission [________________________________] [________________________________] [________________________________]
Final acceptance [________________________________] [________________________________] [________________________________]

Open follow-up: [________________________________________]

Retain this workbook with the official sources, completed form, filing package, and submission confirmation.

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About this template

Last updated
August 21, 2026
Last reviewed
August 21, 2026
Jurisdiction
Pennsylvania
Category
Litigation & Court Documents

These are the filings that drive a lawsuit through the system: complaints, answers, motions, briefs, discovery requests and responses, and post-judgment papers. Each has its own format requirements under federal and state procedural rules, and each has a deadline that cannot be missed without consequences. Clean, procedurally correct filings move a case forward; sloppy ones invite motions to strike, amended responses, and avoidable delays.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on August 21, 2026.

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