General Civil Case Cover Sheet - Preparation Worksheet - Pennsylvania
PENNSYLVANIA CIVIL COVER-SHEET INTAKE WORKSHEET
NOT FOR FILING
Do not file this worksheet. It is designed to collect information for transfer to the current official form required by the selected court and county.
1. ROUTE CONFIRMATION
☐ Court and county have been identified
☐ Current official cover sheet or case-information form has been obtained
☐ Current filing instructions have been obtained
☐ Filing method has been confirmed
☐ Current fee schedule has been checked
☐ Confidential-information procedure has been checked
☐ Local case-type and assignment codes have been checked
Court: [________________________________________]
County: [________________________________________]
Division or program: [________________________________________]
Official form title and revision date: [________________________________________]
Official form URL or source: [________________________________________]
Instructions URL or source: [________________________________________]
Checked on: [__/__/____]
2. CASE CAPTION INFORMATION
Plaintiff or petitioner: [________________________________________]
Additional plaintiffs or petitioners: [________________________________________]
Defendant or respondent: [________________________________________]
Additional defendants or respondents: [________________________________________]
Existing docket number, if any: [________________________________________]
Related filing or transfer number: [________________________________________]
3. FILER INFORMATION
Filer name: [________________________________________]
Role: ☐ Attorney ☐ Self-represented party ☐ Authorized filing staff ☐ Other: [________________]
Attorney identification number, if applicable: [________________________________________]
Firm or organization: [________________________________________]
Mailing address: [________________________________________]
Telephone: [________________________________________]
Email: [________________________________________]
Service contact used in the filing: [________________________________________]
4. ACCOMPANYING DOCUMENTS
Identify the documents that will be submitted with the official cover sheet.
| Document | Final version ready | Signature complete | Filing copy prepared |
|---|---|---|---|
| [________________________________] | ☐ | ☐ | ☐ |
| [________________________________] | ☐ | ☐ | ☐ |
| [________________________________] | ☐ | ☐ | ☐ |
| [________________________________] | ☐ | ☐ | ☐ |
5. OFFICIAL FORM CLASSIFICATION
Copy the available classifications from the current official form before selecting an answer.
Filing type shown on official form: [________________________________________]
Primary case category: [________________________________________]
Secondary category or code: [________________________________________]
Amount or track selection, if requested: [________________________________________]
Jury-related selection, if requested: [________________________________________]
Program or assignment request, if requested: [________________________________________]
Other classification fields: [________________________________________]
Do not invent a statewide category, monetary threshold, arbitration limit, jury size, or assignment code when the official form does not provide it.
6. RELATED MATTERS
Related pending matter: ☐ No ☐ Yes ☐ Unknown pending review
Court and docket: [________________________________________]
Relationship to this matter: [________________________________________]
Consolidation, coordination, transfer, or assignment issue to review:
[________________________________________]
7. PARTY AND CAPACITY REVIEW
Record information requested by the current official form or needed for counsel's review.
| Party | Individual or entity | Capacity or representative role | Additional review needed |
|---|---|---|---|
| [________________________________] | [________________] | [________________] | [________________] |
| [________________________________] | [________________] | [________________] | [________________] |
| [________________________________] | [________________] | [________________] | [________________] |
8. CONFIDENTIAL INFORMATION CHECK
☐ Filing package reviewed for confidential or restricted information
☐ Current official confidentiality form or certification obtained, if required
☐ Redacted and restricted versions prepared as directed
☐ Exhibits checked separately
☐ Filing staff instructed which version goes to which destination
Notes:
[________________________________________]
9. LOCAL FILING REQUIREMENTS
| Item | Confirmed requirement |
|---|---|
| Filing portal or office | [________________________________] |
| Paper or electronic format | [________________________________] |
| Copy count | [________________________________] |
| Signature method | [________________________________] |
| Verification or certification | [________________________________] |
| Fee and payment method | [________________________________] |
| Courtesy copy | [________________________________] |
| Service or notice step | [________________________________] |
| Local cover sheet or addendum | [________________________________] |
| Submission deadline | [________________________________] |
10. TRANSFER TO OFFICIAL FORM
Person completing official form: [________________________________________]
Date completed: [__/__/____]
Reviewer: [________________________________________]
Review date: [__/__/____]
☐ Every answer was transferred from this worksheet or verified directly
☐ Official form instructions were followed
☐ Blank, optional, and not-applicable fields were handled as directed
☐ The official form and filing package are internally consistent
☐ Final filing copy was compared with the reviewed copy
11. SUBMISSION RECORD
Submission date and time: [________________________________________]
Submission method: [________________________________________]
Confirmation, receipt, or envelope number: [________________________________________]
Fee paid: [________________________________________]
Accepted, rejected, or pending: [________________________________________]
Correction requested by clerk or court: [________________________________________]
Correction deadline: [________________________________________]
Final notes:
[________________________________________]
Retain this worksheet with the official form, instructions, reviewed filing copy, and submission confirmation.
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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