Maine Civil Summary Sheet (CV-001) - Preparation Worksheet

MAINE CIVIL SUMMARY SHEET (CV-001) — PREPARATION WORKSHEET

Use this worksheet to collect entries for the Maine Judicial Branch's Civil Summary Sheet, form CV-001, revised December 2021. File the completed official form, not this worksheet. Rule 5(h) specifies when a Summary Sheet accompanies a claim for relief and lists exceptions; check that rule and the filing type before submitting CV-001. The official sheet contains nonpublic digital information and must not replace the underlying pleading. Rule 5(h)(3) excludes small claims, mental-health, forcible-entry-and-detainer, and personal-property-recovery actions, plus specified Department of Health and Human Services filings. Family and probate matters use their own summary sheet.

I. Filing court

☐ Superior Court — county: [________________________________]

☐ District Court — city/town: [________________________________]

II. Nature of filing

☐ Initial complaint

☐ Third-party complaint

☐ Cross-claim or counterclaim

☐ Reinstated or reopened case

Docket number, if assigned: [________________________________]

For a second or later money-judgment disclosure, original disclosure docket number: [________________________________]

III. Real estate

Does the case involve real estate or title to real estate? ☐ Yes ☐ No

IV. Most definitive nature of action

Select one category on the current CV-001 that best describes the case. The official form groups choices under general civil, real estate, appeals, child protective custody, and special actions.

Exact CV-001 category and subcategory selected: [________________________________________________]

If the selected category is “Other Contract” or “Debt Collection brought by a debt collector” as defined on CV-001, attach the separate Contract Case Cover Sheet (CV-261) to the official filing.

Contract category and CV-261 attachment checked: [________________________________________________]

V. Rule 16B alternative dispute resolution

Is an ADR exemption claimed on CV-001? ☐ No ☐ Yes

If Yes, select the form's exact ground:

☐ Appeal or qualifying secured-note nonpayment action

☐ Plaintiff or defendant incarcerated

☐ Statutory prelitigation screening panel — chair: [________________] finding date: [__/__/____]

☐ Formal ADR process — neutral: [________________] date: [__/__/____]

☐ Personal injury action: plaintiff requests exemption and certifies that likely recovery will not exceed $30,000

☐ Action does not include ADR under Rule 16(a)(1)

☐ Other good cause; plaintiff filed a motion for exemption

VI. Party and attorney information

For each applicable plaintiff, defendant, and party in interest, gather the first and last name, middle initial, mailing address including county, telephone, and email. For a government agency, use its full name or standard abbreviation; for an agency official, identify the agency and the official’s name and title. Use the official form's boxes to identify third-party, counterclaim, or cross-claim roles and prisoner status. Add the attorney's name, bar number, firm, contact details, and represented parties where applicable.

Additional parties or attorneys for an attachment: [________________________________________________]

VII. Related cases and signature

☐ Complete the signature and date on the official CV-001 as plaintiff or lead attorney of record.

Official CV-001 checked on: [__/__/____]

Official sources

• Maine Rule of Civil Procedure 5(h)
• Maine Civil Summary Sheet CV-001