New York Supreme Court, Westchester County Document Filing Requirements

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Applies to

Order to show cause

A moving party seeking temporary injunctive relief must demonstrate compliance with the notice requirements of Uniform Rule 202.7(f).

If an Order to Show Cause seeks temporary injunctive relief, counsel for the moving party or a self-represented moving party must demonstrate compliance with the notice requirements of Rule 202.7(f) of the Uniform Rules for the Trial Courts.

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Applies to

Trial transcript

The parties must jointly submit a transcript of the trial proceeding.

the parties must jointly submit a transcript of the proceeding

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Applies to

Post trial memorandum

Each party must prepare and submit a post-trial memorandum.

each party must prepare and submit post-trial memorandum

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Applies to

Proposed findings conclusions

In a matrimonial action, each party must submit proposed Findings of Facts and Conclusions of Law.

In a matrimonial action, each party must also submit proposed Findings of Facts and Conclusions of Law

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Stipulation of discontinuance

Counsel and self-represented parties must promptly file a stipulation of discontinuance before the case is marked settled and disposed.

When an action is settled, discontinued, or otherwise disposed of, counsel or self- represented parties must promptly file a stipulation of discontinuance before the case is marked settled and disposed (22 NYCRR § 202.28).

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Applies to

Initial guardianship application

An Article 81 guardianship must be commenced by filing a Notice of Article 81 Proceeding, OSC, verified petition, supporting papers, and a copy of the RJI.

Mental Hygiene Law Article 81 Guardianships are commenced by the filing of a Notice of Article 81 Proceeding, an Order to Show Cause (OSC), Verified Petition, and supporting papers with a copy of the RJI.

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Applies to

Filing or correspondence

All court filings and correspondence must include the assigned index number, the judge's name if known, the AIP's or IP's full name, and the return date when applicable.

All filings and correspondence sent to the Court must contain the assigned Index Number, Judge’s name (if known), the AIP’s/IP’s full name, and, if applicable, the return date.

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Applies to

Proposed findings judgment

Every proposed Findings and Judgment must follow the court's prescribed form.

All proposed Findings and Judgments shall follow the court form, which may be obtained from the Westchester Guardianship Part website or from the Part Clerk or Referee listed above

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Applies to

Proposed judgment

When known, a proposed judgment must include each proposed guardian's name, address, email address, and phone number.

If known, the proposed judgment must contain the proposed Guardian(s)’ name(s), address(es), email address(es), and phone number(s).

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Applies to

UCS Form 872

Upon receiving the judgment and UCS Form 872, each appointee must complete, execute, and return the form to the Fiduciary Clerk.

ORDERED AND ADJUDGED, that upon receipt of this Judgment and UCS Form 872 (Notice of Appointment and Certification of Compliance), all appointees shall complete, execute and return the UCS Form 872 to the Fiduciary Clerk;

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Applies to

Order to show cause

Requests to unseal sealed guardianship matters must be made by Order to Show Cause.

11. All requests for unsealing sealed Guardianship matters (see, MHL § 81.14) must be made by way of Order to Show Cause.

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Applies to

Statement of approval of compensation

After the hearing, court-appointed individuals must, when appropriate, file a completed UCS Form 875 statement of approval of compensation with a detailed affidavit of legal services and timesheets or invoice.

Upon completion of the hearing, all individuals appointed by the Court shall comply with Part 36 of the Rules of the Chief Judge and file, when appropriate, a Statement of Approval of Compensation (UCS Form 875 - with items 1 through 13 completed) along with their detailed Affidavit of Legal Services and timesheets/invoice.

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Applies to

Affirmation for legal or professional fees

A legal or professional fee affirmation must include a detailed affirmation of services, an itemized billing sheet with hourly rates, and a copy of the retainer if applicable; court approval is required before payment.

16. An affirmation for legal or professional fees must be accompanied by a detailed affirmation of services and an itemized billing sheet and hourly rate(s) and a copy of the Retainer, if applicable. The request for attorney’s fees must be approved by the Court prior to any payment being made.

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Applies to

Ex parte order to discharge guardian

After final-accounting approval, the Ex Parte Order to Discharge Guardian must be filed by the date set by the Court and on notice to any party entitled to notice.

21. The Ex Parte Order to Discharge Guardian after the final accounting has been approved shall be filed with the Court by the date set by the Court in the order approving the Final Accounting, on notice to any other party entitled to notice.

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Applies to

Preliminary conference order

The preliminary conference order must state the date of the first compliance conference.

The date of the first compliance conference shall be noted on the preliminary conference order.

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Applies to

Proposed order

Must include

proposed order

A party seeking a written order after a bench decision must submit a proposed order supported by a transcript of the proceedings.

Any party seeking a written order shall submit to the Court a proposed order supported by a copy of the transcript of the proceedings at which the bench decision was rendered.

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Applies to

Default judgment motion

A default-judgment motion must include proof that a military-status investigation of each individual non-corporate defendant was completed after the applicable appearance or answer period.

On any motion for a default judgment, proof must be presented that a military status investigation of all individual (non-corporate) defendants has been conducted after the time for each such defendant to appear or answer, as applicable, has passed.

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Applies to

Matrimonial case submissions

In matrimonial actions, an updated net worth statement and proposed-disposition statement must be submitted.

In all matrimonial actions, an updated net worth statement and a statement of proposed disposition.

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Applies to

Statutory provisions

A copy of each statutory provision on which a party intends to rely must be submitted to the Court.

A copy of any statutory provisions upon which any party intends to rely.

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Applies to

Pretrial examination transcripts

Before trial begins, counsel must provide the Court all examinations-before-trial transcripts that may be used to refresh recollection or for cross-examination.

Immediately prior to the commencement of the trial, all transcripts of examinations before trial that may be used either to refresh a witness’ recollection or for cross-examination shall be provided to the Court.

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Applies to

Evidence in chief transcript

A proponent using a transcript as evidence-in-chief must provide a complete court copy with page and line citations immediately before trial.

If any part of a transcript of an examination before trial or other recorded proceeding will be read as evidence-in-chief, the proponent of the transcript shall provide a complete copy of it to the Court immediately prior to the commencement of the trial, with citations to the page and line numbers for all portions to be read.

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Applies to

Jury instructions

A complete list of requested jury charges must be submitted immediately before trial, with copies provided to all other counsel and self-represented parties.

In all jury trials, a complete list of requests to charge shall be submitted to the Court immediately prior to the commencement of trial, with copies to be provided to all other counsel and self-represented parties.

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Applies to

Jury instructions

For a charge drawn from the current Pattern Jury Instructions, submission of the PJI number is sufficient.

If a requested charge is drawn from the current Pattern Jury Instructions (PJI), only the PJI number need be submitted.

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Applies to

Jury instructions

Requests that deviate from or add to the PJI, or that require factual insertions, must be submitted in writing with their full text and supporting legal precedents.

Where deviations from, or additions to, the PJI are requested, or where an instruction has a space for facts or other information to be filled in, the full text of such requests or insertions must be submitted in writing, together with any supporting legal precedents.

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Applies to

Jury instructions

When evidence marshaling is required for a particular jury charge, counsel and all self-represented parties must provide their proposed facts to the Court at the final charge conference.

At the final charge conference, if marshaling of the evidence is required as to a particular jury charge, counsel and all self-represented parties shall provide the Court with the proposed facts they seek to be presented to the jury.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury verdict sheet

If the parties cannot agree on a verdict sheet, each party must present and serve its proposed verdict sheet upon all other parties.

If agreement cannot be reached, each party shall present a proposed verdict sheet which shall be served upon all other parties.

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Applies to

Trial lists

At trial commencement, each party must provide anticipated-witness and anticipated-exhibit lists.

At the commencement of trial, each party must provide a list of anticipated witnesses and anticipated exhibits.

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Applies to

Witness list

The Witness List must identify each anticipated direct-case witness and include a brief offer of proof concerning that witness's anticipated testimony.

The Witness List, which shall include the name of each witness the party anticipates calling on their direct case, as well as a brief offer of proof as to the anticipated testimony.

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Applies to

Exhibit list

The Exhibit List must identify exhibits by premarked exhibit number and state whether their admissibility has been stipulated.

The Exhibit List shall list the exhibits by the pre-marked Exhibit number and indicate whether a stipulation has been made as to the admissibility of any trial exhibit.

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Applies to

Jury instructions

In every jury trial, a complete list of requested jury charges must be submitted to the Court immediately when trial begins, with copies to all other counsel and self-represented parties.

In all jury trials, a complete list of requests to charge shall be submitted to the Court immediately upon commencement of trial, with copies to be provided to all other counsel and self-represented parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury instructions

For a requested charge drawn from the current Pattern Jury Instructions, only the PJI number must be submitted.

If a requested charge is drawn from the current Pattern Jury Instructions (PJI), only the number of the same need be submitted.

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Applies to

Jury instructions

A requested deviation from or addition to the PJI must be submitted in writing with the full request and any supporting legal precedent.

If deviations from, or additions to, the PJI are requested, the full text of such requests must be submitted in writing, together with any supporting legal precedent.

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Applies to

Verdict sheet

The parties must jointly prepare and submit a verdict sheet to the Court.

The parties shall jointly prepare and submit a verdict sheet to the Court.

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Applies to

Verdict sheet

If the parties cannot agree on a verdict sheet, each must prepare and submit a proposed verdict sheet to the Court and the other parties.

If agreement cannot be reached as to the same, each party shall prepare and submit a proposed verdict sheet to the Court and other parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Trial transcript

Unless the Court directs otherwise, the parties must jointly submit a trial transcript according to the schedule set at the conclusion of the bench trial or hearing.

Unless otherwise directed by the Court, in accordance with the schedule set by the Court at the conclusion of any bench-trial or hearing, the parties shall jointly submit a trial transcript

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Post trial memorandum

Unless the Court directs otherwise, each party must prepare and submit a post-trial memorandum under the schedule set at the conclusion of the bench trial or hearing.

Unless otherwise directed by the Court, in accordance with the schedule set by the Court at the conclusion of any bench-trial or hearing, the parties shall jointly submit a trial transcript, and each party shall prepare and submit a post- trial memorandum.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Stipulation of discontinuance

After the initial notice, counsel must file a fully executed duplicate original stipulation of discontinuance with both the County Clerk and the Part Clerk.

Following the initial notification, counsel shall file a fully executed duplicate original stipulation of discontinuance with the County Clerk and the Part Clerk.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Order to show cause

A motion seeking temporary injunctive relief must demonstrate compliance with the specified Uniform Rules notice requirements.

When an order to show cause seeks temporary injunctive relief, including, but not limited to, a stay or a ===== PAGE 6 ===== temporary restraining order, counsel for the moving party or any self-represented party shall demonstrate compliance with §§202.7(f), 202.8(d), and 202.8-e of the Uniform Rules for the New York State Trial Courts regarding notice to affected parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Order to show cause

Moving papers on an order to show cause seeking injunctive relief must state compliance with the specified Uniform Rules notice provisions.

On an order to show cause which seeks injunctive relief, the moving papers shall set forth compliance with §§202.8(d), 202.8-d and 202.8-e of the Uniform Rules for the New York State Trial Courts.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Written submission

Must include

ai disclosure

AI counsel and self-represented parties must disclose any AI-generated portion of a written submission and identify the portion generated using AI.

J. Artificial Intelligence Counsel and any self-represented party must disclose to the court if any portion of their written submission to the Court was generated by any form of artificial intelligence and if so, what portion thereof utilized this form of technology.

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Applies to

Transcript

All testimony transcripts that may be used to refresh a witness's recollection or for cross-examination must be provided to the court immediately before trial begins.

Immediately prior to commencement of the trial, all transcripts of testimony that may be used either to refresh a witness’ recollection or for cross-examination shall be provided to the court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Verdict sheet

At trial commencement, counsel and any self-represented parties must jointly prepare a verdict sheet.

At the commencement of the trial, counsel for the parties and any self-represented parties shall jointly prepare a verdict sheet.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Transcript

A proponent using a transcript as evidence-in-chief must provide the court a complete copy with page-and-line citations immediately before trial.

If any part of a transcript of an examination before trial or other recorded proceeding will be read as evidence- in-chief, the proponent of the transcript shall provide a complete copy of it to the court immediately prior to commencement of the trial, with citations to the page and line numbers for all portions to be read.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury instructions

In all jury trials, counsel and self-represented parties must submit a complete list of requested jury charges immediately before trial and provide copies to all other participants.

In all jury trials, a complete list of requests to charge shall be submitted to the court immediately prior to commencement of trial, with copies provided to all other counsel and self-represented parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury instructions

Requests that deviate from or add to the PJI, and instructions with blanks for facts or other information, must be submitted in writing with the full text and supporting legal precedents.

Where deviations from, or additions to, the PJI are requested, or where an instruction has a space for facts or other information to be filled in, the full text of such requests or insertions must be submitted in writing, together with any supporting legal precedents.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury instructions

When evidence marshaling is required for a particular jury charge, counsel and self-represented parties must provide the court with the proposed facts for the jury.

At the final charge conference, if marshaling of the evidence is required as to a particular jury charge, counsel and all self-represented parties shall provide the Court with the proposed facts they seek to be presented to the jury.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Written submission

Counsel and self-represented parties must disclose whether any part of a written court submission was generated by artificial intelligence and identify the portion using that technology.

L. Artificial Intelligence Counsel and any self-represented party must disclose to the court if any portion of their written submission to the Court was generated by any form of artificial intelligence and if so, what portion thereof utilized this form of technology.

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Applies to

Preliminary conference prerequisite filings

Before the preliminary conference, the petitioner must electronically file the Notice of Petition and Petition with an affidavit of service and a Request for Judicial Intervention with an affidavit of service for each calendared tax year.

Prior to the Preliminary Conference, Petitioner must have electronically filed the Notice of Petition and Petition with an affidavit of service and a Request for Judicial Intervention with an affidavit of service for each tax year placed on the calendar.

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Applies to

Letter application

The preliminary-conference request letter must include a good-faith statement identifying the issues to be discussed for each calendared tax year.

The letter requesting the conference must contain a good faith statement outlining the issues to be discussed at the preliminary conference for each tax year placed on the calendar.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

A separate electronically filed Note of Issue, Certificate of Readiness, and affidavit of service is required for each tax year to place the matter on the trial calendar.

A separate Note of Issue with Certificate of Readiness and affidavit of service for each tax year must be electronically filed to be placed on the trial calendar

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Applies to

Note of issue

Before filing the Note of Issue and Certificate of Readiness, the petitioner must serve the respondent, in triplicate, with either a non-income-producing statement or a verified or certified income-and-expenses statement for each tax year under review.

Before the Note of Issue and Certificate of Readiness may be filed, Petitioner shall have served on Respondent, in triplicate, a statement that the property is not income-producing, or a copy of a verified or certified statement of the income and expenses on the property for each tax year under review

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Applies to

Note of issue

The Note of Issue and Certificate of Readiness may not be filed until all disclosure proceedings are complete and the income-and-expenses statement has been served and filed.

A Note of Issue and Certificate of Readiness shall not be filed unless all disclosure proceedings have been completed and the statement of income and expenses has been served and filed

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Applies to

Appraisal report

Each appraisal report must state the appraisal method, the expert’s value conclusions, and the facts, figures, and calculations supporting those conclusions.

The appraisal reports shall contain a statement of the method of appraisal relied on and the conclusions as to value reached by the expert, together with the facts, figures and calculations by which the conclusions were reached.

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Applies to

Appraisal report

Relied-upon comparable transactions must be sufficiently particularized for identification, and the report must clearly and concisely state every related fact the party intends to prove.

If sales, leases or other transactions involving comparable properties are to be relied on, they shall be set forth with sufficient particularity as to permit the transaction to be readily identified, and the report shall contain a clear and concise statement of every fact that a party will seek to prove in relation to those comparable properties.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Pretrial memorandum

Each party must file a compliant pretrial memorandum of law at least seven days before trial begins.

Each party shall file, at least seven (7) days before the commencement of the trial, a Pre- Trial Memorandum of Law compliant with 22 NYCRR § 202.20-h [a].

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Pretrial memorandum

The pretrial memorandum must be filed through NYSCEF, outline stipulated and disputed facts and issues, and be no longer than ten pages.

The Pre-Trial Memorandum of Law shall be filed via NYSCEF, must outline both the stipulated and disputed facts and issues, and shall not exceed ten (10) pages in length.

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Applies to

Judgment

Every judgment submitted on notice must include a Notice of Settlement.

All judgments shall be submitted on notice and include Notice of Settlement.

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Applies to

Stipulation of discontinuance

A discontinued proceeding requires a Stipulation of Discontinuance filed under every affected tax year and index number, with the affected tax years and index numbers included in the stipulation's caption.

If a proceeding is discontinued, a Stipulation of Discontinuance must be filed under each tax year and index number being discontinued and included in the caption of the stipulation.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Request for judicial intervention and documents requiring court action

A Request for Judicial Intervention and every document requiring action by the Court must be filed under each tax year and index number identified in the document's caption, including multi-year consent judgments and motions.

A Request for Judicial Intervention must be filed for each tax year and index number included in the caption of a document requiring action by the Court. Any document requiring action by the Court must also be filed in each tax year and index number included in the caption of the document. This includes, but is not limited to, Consent Judgments and motions applicable to more than one year.

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Applies to

Paper

An attorney or party using AI to prepare a filing or other paper must review it for fabricated or fictitious material and certify that review by signing the paper.

Accordingly, any attorney or party who uses an artificial intelligence tool, as defined in 22 NYCRR 161.2 (a), in preparing any paper, as defined in 22 NYCRR 161.2 (b), filed in or submitted to this court or served on another party in a case before this court is required to carefully review the paper and independently ensure that it contains no fabricated or fictitious cases, statutes, or other material. By signing such paper, an attorney or party certifies that such a review has been conducted and that the paper contains no such fabricated or fictitious content.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion papers

Must include

local rule certificate

Motion affidavits, affirmations, briefs, and memoranda of law must comply with 22 NYCRR 202.8-b and include a certificate of compliance.

Affidavits, affirmations, briefs, and memoranda of law shall be limited pursuant to 22 NYCRR 202.8-b and contain a certificate of compliance.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion to be relieved as counsel

Must include

proposed order

A motion to relieve counsel must proceed by order to show cause and include a proposed order granting the requested relief.

Motions to be relieved as counsel shall be made by order to show cause returnable to this Court and counsel shall submit a proposed order granting the relief requested (22 NYCRR 202.8-a [b]).

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Applies to

Proposed judgment of foreclosure and sale

A proposed Judgment of Foreclosure and Sale must follow the court’s template and include public notice of the sale’s time and place in The Journal News (Westchester).

All proposed Judgments of Foreclosure and Sale submitted to the Court shall comply with the form set forth in the motion templates available at https://www.nycourts.gov/forms/foreclosure/index.shtml and must include public notice of the time and place of the sale in The Journal News (Westchester).

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Requests to charge

A complete and exhaustive list of requested charges, including introductory and closing charges, must be submitted.

A complete and exhaustive list of requested charges (including introductory and closing charges) MUST be submitted.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Orders judgments counter orders counter judgments

Orders, judgments, counter-orders, and counter-judgments will not be signed without an affidavit of service and a notice of settlement designating a date under 22 NYCRR 202.48.

Orders, judgments, counter-orders and/or counter-judgments submitted for signature on notice will not be signed unless an affidavit of service and notice of settlement for a date designated in accordance with 22 NYCRR 202.48 has been included.

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Applies to

Stipulation of discontinuance

When settlement obligations require payments over time, the parties must file a stipulation of discontinuance without prejudice and may not delay filing until payment is complete.

In those cases where a party is obligated to make payments over time, the parties shall file a stipulation of discontinuance without prejudice. The Court will not allow counsel to hold the stipulation of discontinuance until all payments are made.

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Applies to

Stipulation of settlement

Settlements involving a minor or declared-incompetent person require a stipulation of settlement subject to the applicable compromise order.

If a cause of action of a minor/infant or a person who has been declared incompetent has been settled, the parties must file a stipulation of settlement subject to an infant compromise order or an incompetent person compromise order pursuant to CPLR 1207.

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Applies to

Stipulation of settlement

Settlements of wrongful-death actions require a stipulation of settlement subject to a wrongful-death compromise order under Estates, Powers and Trusts Law § 5-4.6.

If a wrongful death action is settled, the parties must file a stipulation of settlement subject to a wrongful death compromise order pursuant to Estates, Powers and Trusts Law § 5-4.6.

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Applies to

Order or judgment

An order, judgment, counter-order, or counter-judgment submitted for signature on notice will be returned unless it includes an Affidavit of Service and a Notice of Settlement for a date designated under 22 NYCRR § 202.48.

Orders, judgments, counter-orders and/or counter-judgments submitted for signature on notice will be returned, unless an Affidavit of Service and Notice of Settlement for a date designated in accordance with 22 NYCRR § 202.48 has been included.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Record of appearance

The record of appearance must identify counsel and the represented party, provide counsel’s contact information, and acknowledge familiarity with the Part Rules.

The record of appearance shall include the attorney’s name, firm affiliation, e-mail address, mailing address, telephone and facsimile numbers, as well as the party represented. The record of appearance shall also contain a written acknowledgement that counsel is familiar with these Part Rules.

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Applies to

Pleading written motion or other paper

Every pleading, written motion, and other paper served or filed must be signed by an attorney in compliance with the cited New York rule.

Every pleading, written motion and other paper served or filed in an action must be signed by an attorney pursuant to § 130-1.1a of the Rules of the Chief Administrator of the Courts.

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Applies to

Correspondence

Correspondence to the court must state the full case title and index number and identify that all other counsel or self-represented litigants received a copy simultaneously.

All correspondence to the Court must bear the full Title and Index Number of the action and indicate that a copy was sent to all other counsel or self-represented litigant(s) simultaneously with transmittal to the Court.

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Applies to

Email to court

Emails to the court should be brief and state the requested relief, and must include the full case title and index number and identify the simultaneous transmission of copies to all other counsel or self-represented litigants.

However, all e-mails should be brief and concise, stating the relief or action requested to be taken by the Court. All e-mails to the Court must bear the full Title and Index Number of the action and indicate that a copy was sent to all other counsel or self-represented litigant(s) simultaneously with transmittal to the Court.

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Applies to

Subpoena

A subpoena seeking medical or other HIPAA-regulated records must include a duly executed authorization permitting release of those records.

All subpoenas seeking the production of medical (or other) records subject to HIPAA Rules shall attach a duly executed authorization permitting the release of such records.

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Applies to

Video recording

A party intending to use a videotape or other video recording at trial must submit a copy to the Court at least two weeks before trial.

If a party intends to use a videotape at trial, that party shall submit a copy of the videotape (or other video recording) and transcript of the proceedings, if applicable, to the Court at least two (2) weeks prior to the scheduled trial date in order to allow the Court to rule on the admissibility of the videotape (or other video recording), and any objections made during the video recording.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Notice of appointment form ucs 830.1

Court evaluators and appointed attorneys must complete and file the Notice of Appointment form, UCS 830.1.

Court evaluators and appointed attorneys must complete and file each of the following forms: i. Notice of Appointment (UCS 830.1)

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Ai assisted filing

Must include

ai disclosure

An attorney or pro se party using AI for a court filing must state in the document body that AI was used, identify the AI program, and identify the AI-assisted portion.

In addition to the certification requirement above, any attorney for a party, or any pro se party that utilizes any AI tool in the preparation or drafting of any documents filed with the Court shall disclose in the body of the document that AI has been used, name the AI program used, and identify which portion of the document contains AI.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Ai assisted filing

Must include

ai disclosure

An attorney or pro se party who used AI in preparing a court filing must include a certification confirming review of the AI-drafted portions and compliance with 22 NYCRR Part 130.

If AI is used in the preparation or drafting of any documents filed with the court the attorney for the party, or any pro se party, shall include a certification confirming: i. They have reviewed and verified those portion(s) drafted by AI; and ii. The submission is in compliance with 22 NYCRR Part 130.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Post trial submission

After trial, each party must submit and upload to NYSCEF the proceeding transcript, closing memoranda, and any other document needed to complete the appellate record, according to the Court's schedule.

Post-Trial: In accordance with the schedule set by the Court, the parties must submit and upload to NYSCEF the following: 1) a transcript of the proceeding; 2) closing memoranda; and 3) any other document required to complete the record for purposes of any appeal.

Checked against the court's document on Oct 5, 2026CRITICAL

Civil cases

Applies to

Application for temporary injunctive relief

Unless otherwise inapplicable, an application for temporary injunctive relief must include either an affirmation detailing a good-faith notice effort or an affirmation stating that notice would significantly prejudice the applicant.

Unless otherwise inapplicable, any application for temporary injunctive relief shall comply with Uniform Rules for Trial Courts (22 NYCRR) § 202.7 (f) by including either: (i) an affirmation demonstrating that a good faith effort has been made to notify the party against whom the temporary restraining order is sought of the time, date and place that the application will be made in a manner sufficient to permit the party an opportunity to appear in response to the application, or (ii) an affirmation that there will be significant prejudice to the party seeking the restraining order by giving of notice.

Checked against the court's document on Oct 5, 2026CRITICAL

Civil cases

Applies to

Pretrial memoranda of law

Counsel must provide pretrial memoranda addressing known disputed legal issues that the Court must determine.

4) Pre-trial memoranda of law as to any known disputed legal issues that must be determined by the Court.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Civil cases

Applies to

Requests to charge

Submit a complete list of requested charges by e-mail to llubell@nycourts.gov, even if the Court has provided standard charges.

A complete list of requested charges is to be submitted via e-mail to llubell@nycourts.gov, notwithstanding the standard charges given by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Civil cases

Applies to

Requests to charge

Requested charge deviations, additions, or charges requiring trial-related information must include the full request, included material, and supporting legal authority.

Where deviations, additions or charges which require the inclusion of information or material relative to the factual or legal issues adduced at trial are requested, the full text of such requests, including included material, must be submitted, together with any supporting legal authority.

Checked against the court's document on Oct 5, 2026CRITICAL

Civil cases

Applies to

Verdict sheet

If the parties cannot agree on a proposed verdict sheet, each side must present a separate proposed verdict sheet.

If agreement cannot be reached, then each side shall present a separate proposed verdict sheet.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Correspondence

Permitted correspondence must include the full case title and index number and state that copies were simultaneously sent to all other counsel or self-represented litigants.

All correspondence sent to the Court with its permission must bear the full Title and Index Number of the action and indicate that a copy was sent to all other Counsel or self- represented litigant(s) simultaneously with transmittal to the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

Counsel may file a Note of Issue only after the Court directs its filing.

If the matter is ready for trial, the Court will direct that a Note of Issue be filed. Counsel shall not file a Note of Issue until directed by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Pretrial memorandum

At trial commencement, the parties must submit compliant pre-trial memoranda of law in hard copy and by emailing a word document to the Part Clerk.

On the date of commencement of the Trial, the parties shall submit: 1) pre-trial memoranda of law compliant with 22 NYCRR § 202.20-h [a] (both in hard copy and word document emailed to the Part Clerk);

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Expert report

At trial commencement, the parties must submit a copy of all expert reports.

On the date of commencement of the Trial, the parties shall submit: 1) pre-trial memoranda of law compliant with 22 NYCRR § 202.20-h [a] (both in hard copy and word document emailed to the Part Clerk); 2) a copy of all expert reports; 3) for jury trials, proposed jury charges and special verdict sheets (both in hard copy and word document emailed to the Part Clerk);* 4) a joint stipulation regarding undisputed material facts, issues/ claims that have been resolved and/or withdrawn and issues/claims remaining to be tried; 5) witness lists compliant with 22 NYCRR § 202.37; 6) exhibit books compliant with 22 NYCRR § 202.20-h (b); 7) pre- marked exhibits compliant with 22 NYCRR § 202.34; and 8) all Motions In Limine.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

A Note of Issue may not be filed until the Court has issued a Trial Readiness Order and directed its filing.

A Note of Issue shall NOT be filed until a Trial Readiness Order has been issued. Counsel shall NOT file a Note of Issue until directed by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

The Court will not hear oral argument on a motion or Order to Show Cause unless it directs that argument occur.

There will be no oral argument on any motion or Order to Show Cause unless directed by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Papers

Exhibits must be specifically referenced in the motion papers or the Court will not consider them.

Exhibits shall be specifically referenced in the papers, or they will not be considered.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed order

In cases not filed electronically, a proposed Order to Show Cause must include a fax number so the signed conformed order can be sent to the movant.

In non efiled cases, proposed Orders to Show Cause must include a fax number to permit a conformed copy of the signed Order to be sent to the movant.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Stipulation of discontinuance

A copy of the signed stipulation of discontinuance submitted or to be submitted to the County Clerk must also be submitted to the Part Clerk for entry of disposition.

A copy of the signed Stipulation of Discontinuance which has been (or will be) submitted to the County Clerk shall be submitted to the Part Clerk so that the matter may be marked disposed.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Pleading written motion other paper

Every pleading, written motion, and other paper served or filed in an action must be signed by an attorney under the cited rule.

Every pleading, written motion and other paper served or filed in an action must be signed by an attorney pursuant to '130-1.1a of the Rules of the Chief Administrator of the Courts.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Subpoena

A subpoena seeking HIPAA-covered medical or other records must attach a duly executed authorization permitting their release.

All subpoenas seeking the production of medical (or other) records subject to the HIPAA Rules shall attach a duly executed authorization permitting the release of such records.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

Counsel may file a Note of Issue only when the court directs it after determining that the matter is ready for trial.

If the matter is ready for trial, the Court will direct that a Note of Issue be filed. Counsel shall not file a Note of Issue until directed by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Letter

If good-faith efforts do not resolve a discovery dispute, counsel must notify the Court by letter describing the dispute and the resolution efforts already made.

If counsel cannot resolve the discovery issue between themselves after a good faith effort, the counsel who believes that discovery is not being conducted in accordance with the Court’s Order is to contact the Court by letter to advise of the nature of the dispute and the efforts that have been made to attempt to resolve it.

Checked and corrected to match the court's document on Oct 5, 2026CRITICAL

Applies to

Motion

Every document needed to decide a motion must be attached; merely having a needed document on file with the Clerk is insufficient.

All documents required to decide the application must be attached. It is not sufficient that documents may be on file with the Clerk of the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion papers

Ordinary motion papers are limited to moving, opposing, and reply papers, but a reply in an Order to Show Cause requires advance permission.

Motion papers are limited to Moving Papers, Opposing Papers, and Reply (except that reply papers are not permitted on Orders to Show Cause without advance permission).

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Reply brief

A reply brief is not permitted in response to a cross-motion.

There is no Reply permitted to a Cross Motion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Sur reply

The Court does not accept sur-reply papers, correspondence about motions, or motion papers submitted after the motion's final submission date.

The Court does not accept sur-reply papers or correspondence on motions, nor any papers filed after the final submission date of the motion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion papers

In paper cases, motion papers, orders, and judgments must include a stamped, self-addressed envelope.

On paper cases (i.e. actions not efiled on NYSCEF), motion papers, orders and judgments must be accompanied by a stamped, self-addressed envelope.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed order

Must include

proposed order

When counsel submits a motion with a proposed order or judgment, counsel must also submit an unattached copy of that proposed order or judgment.

Counsel submitting motions with a proposed order/judgment must submit an unattached copy of that proposed order/judgment.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion

A motion seeking to exclude potential evidence must be made in writing and returnable at least 30 days before trial.

Any motions seeking to exclude potential evidence shall be made in writing and shall be returnable at least 30 days in advance of trial.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibits

Multiple documents may not be combined under a single exhibit designation.

Multiple documents shall not be grouped together under a single exhibit.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibits

Each exhibit must contain only one document, and that document must be uploaded separately to NYSCEF.

Each exhibit shall contain only a single document separately uploaded to NYSCEF.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibits

An exhibit must be specifically referenced in the motion papers or the Court will not consider it.

Exhibits shall be specifically referenced in the papers, or they will not be considered.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Expert affidavit or affirmation used in a motion

Must include

ai disclosure

An expert affidavit or affirmation used in a motion must state whether the expert used artificial intelligence in reaching the opinion.

This disclosure must be included in all CPLR 3101(d) discovery responses and in those cases in which an expert affidavit/affirmation is used in a motion the affidavit/affirmation must state whether the expert has used AI in reaching their opinion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed order

Must include

proposed order

A proposed Order to Show Cause submitted for signature must be uploaded to NYSCEF.

Proposed Orders to Show Cause submitted for signature must be uploaded to NYSCEF.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Child support application

A child-support application must be accompanied by a completed Child Support Worksheet.

Any application regarding child support must be accompanied by a completed Child Support Worksheet

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Spousal support application

A spousal-support application must be accompanied by a completed Spousal Support Worksheet.

any application regarding spousal support must be accompanied by a completed Spousal Support Worksheet.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Compliance conference stipulation

The parties must submit a proposed Compliance Conference Stipulation at least three business days before the scheduled conference.

The parties must submit a proposed Compliance Conference Stipulation at least three (3) business days before the scheduled conference.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Discovery dispute letter

Must include

letter

If good-faith efforts fail, counsel must contact the court by letter describing the dispute and the resolution efforts.

If counsel cannot resolve the discovery dispute between themselves after a good faith effort, the counsel who believes that discovery is not being conducted in accordance with the Court’s Order is to contact the Court by letter to briefly state the nature of the dispute and the efforts that have been made to attempt to resolve it.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Order to show cause

A moving party seeking temporary injunctive relief must demonstrate compliance with Rule 202.7(f) notice requirements.

If an Order to Show Cause seeks temporary injunctive relief, counsel for the moving party or a self-represented moving party must demonstrate compliance with the notice requirements of Rule 202.7(f) of the Uniform Rules for the Trial Courts.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury charge request

Counsel and any self-represented party must submit the requested jury charges with PJI numbers and full text and provide copies to all other parties.

Counsel and any self-represented party must submit a complete list of requests to charge, including corresponding Pattern Jury Instruction (hereinafter “PJI”) numbers and the full text from the PJI for each charge, to the Court and must provide copies to all other parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury charge request

A requested deviation from or addition to a Pattern Jury Instruction must be submitted in writing with the full requested text and supporting legal authority.

If a deviation from or an addition to the PJI is requested, counsel and any self-represented party must submit the full text of such request in writing and relevant supporting legal authority for such charge to the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Verdict sheet

The parties must jointly prepare a verdict sheet; if they cannot agree, each must submit its proposed verdict sheet to the Court with notice to the other parties.

A verdict sheet must be jointly prepared. If an agreement cannot be reached, each party must submit a proposed verdict sheet to the Court on notice to all other parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Preliminary conference order

The dates in the Preliminary Conference Order may not be modified except by court order.

No modifications of the dates in the Preliminary Conference Order are permitted except by Order of the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

A Note of Issue may not be filed before the Court issues a Trial Readiness Order.

A Note of Issue shall NOT be filed until a Trial Readiness Order has been issued by the Court.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Discovery dispute letter

Counsel must upload to NYSCEF a letter describing the discovery dispute and the efforts made to resolve it.

Instead, counsel must upload a letter to NYSCEF to advise of the nature of the dispute and the efforts that have been made toward resolution.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Motion to be relieved

Must include

proposed order

A motion by counsel seeking relief must be brought by Order to Show Cause and include a proposed order.

All motions by counsel seeking to be relieved must be made by Order to Show Cause and include a proposed order.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Written decision submission

Must include

proposed order

The written-decision submission must include both a proposed order and the transcript of the bench-decision proceedings.

Where the Court issues a Bench Decision following a non-jury trial and a party desires a written Decision and Order, the party shall upload, a proposed order to NYSCEF together with the transcript of the proceedings at which the Bench Decision was rendered to be “So Ordered.”

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Order to show cause

A moving party seeking temporary injunctive relief through an Order to Show Cause must demonstrate compliance with the prescribed notice requirements.

If an Order to Show Cause seeks temporary injunctive relief, counsel for the moving party or a self-represented moving party must demonstrate compliance with the notice requirements of Rule 202.7 (f) of the Uniform Rules for the Trial Courts.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Trial submissions

The trial-commencement filing must include pretrial memoranda, expert reports, applicable jury-trial documents, a joint stipulation, witness lists, exhibit books, and all motions in limine.

On the date of the commencement of the Trial, the parties shall upload to NYSCEF: 1) pre-trial memoranda of law compliant with 22 NYCRR § 202.20-h (a), 2) a copy of all expert reports; 3) for jury trials, proposed jury charges and special verdict sheets; 4) a joint stipulation regarding undisputed material facts, issues/claims that have been resolved and/or withdrawn and issues/claims remaining to be tried; 5) witness lists compliant with 22 NYCRR § 202.37; 6) exhibit books compliant with 22 NYCRR § 202.20-h (b); and 7) all Motions in Limine.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed jury charges

When seeking a deviation from a pattern jury charge, counsel must upload the charge’s full text and a case-law-supported legal memorandum to NYSCEF.

If a deviation is sought, counsel shall upload the full text of the proposed charge to NYSCEF, together with the legal memorandum supported by case law.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Verdict sheet

The parties must jointly prepare the verdict sheet; if they cannot agree, each must email its proposed verdict sheet to the Principal Law Clerk with notice to every other party.

A verdict sheet must be jointly prepared. If an agreement cannot be reached, each party must submit a proposed verdict sheet to the Principal Law Clerk via email on notice to all other parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Dispositive motion

A dispositive motion must include copies of all pleadings filed through the motion’s filing date, and noncompliance may result in denial.

For any dispositive motion, the moving party shall include copies of all pleadings filed as of the date the motion is filed. The failure to comply with this requirement may result in the denial of the motion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Renew or reargue motion

A motion seeking leave to renew or reargue must include copies of all prior papers and the prior decision, and noncompliance may result in denial.

On any motion seeking leave to renew or reargue a prior motion, the moving party must submit copies of all papers submitted and a copy of the decision on the prior motion. The failure to comply with this requirement may result in the denial of the motion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Leave to amend motion

A motion to amend, supplement, or correct a pleading must include the proposed pleading and copies of all pleadings filed through the motion’s filing date, and noncompliance may result in denial.

On any motion for leave to amend, supplement, or correct a pleading, in addition to the proposed amended, supplemental, or corrected pleading, the moving party shall submit copies of all pleadings filed as of the date of the motion. The failure to comply with this requirement may result in the denial of the motion.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Order to show cause

An order to show cause seeking injunctive relief must be accompanied by copies of the summons and initiating complaint or petition, and noncompliance may result in denial.

Where an order to show cause which seeks injunctive relief is to be presented to the Court, copies of the summons and complaint or petition commencing the underlying action must be provided to the Court by the moving party. The failure to comply with this requirement may result in the denial of the order to show cause.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Temporary injunctive relief motion

A request for temporary injunctive relief must demonstrate compliance with Uniform Rule 202.7(f) notice requirements.

Where temporary injunctive relief is sought, counsel for the moving party or any self-represented party shall demonstrate compliance with § 202.7(f) of the Uniform Rules for the New York State Trial Courts regarding notice to affected parties.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Default judgment

A default-judgment motion must include proof of a post-response-period military-status investigation of each individual non-corporate defendant.

On any motion for a default judgment, proof must be presented that a military status investigation of all individual (non-corporate) defendants has been conducted after the time for each such defendant to appear or answer, as applicable, has passed.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed order

A party seeking a written order after a bench decision must submit a proposed order and a copy of the proceeding transcript.

Any party seeking a written order shall submit to the Court a proposed order supported by a copy of the transcript of the proceedings at which the bench decision was rendered.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Pji addition request

Requests to add to the PJI must provide the full requested text and supporting legal precedents in writing and be submitted or emailed to the Principal Law Clerk.

additions to, the PJI are requested, the full text of such requests must be submitted in writing, together with any supporting legal precedents. In addition such proposals shall be submitted or emailed to the Court’s Principal Law Clerk at bpocius@nycourts.gov.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Jury instructions

When evidence must be marshaled for a jury charge, counsel and self-represented parties must provide the proposed jury facts at the final charging conference.

At the final charging conference, if marshaling of the evidence is required as to a particular jury charge, counsel and all self-represented parties shall provide the Court with the proposed facts which they believe should be presented to the jury.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Verdict sheet

Counsel and any self-represented parties must jointly prepare a verdict sheet at the start of trial.

At the commencement of the trial, counsel for the parties and any self-represented parties shall jointly prepare a verdict sheet.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Verdict sheet

Proposed verdict sheets must be submitted or emailed to the Court’s Principal Law Clerk.

The proposed verdict sheet(s) shall be submitted or emailed to the Court’s Principal Law Clerk at bpocius@nycourts.gov.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Trial transcript

Unless the Court directs otherwise, the parties must jointly submit a trial transcript, and each party must prepare and submit a post-trial memorandum under the Court’s schedule.

Unless otherwise directed by the Court, in accordance with the schedule set by the Court at the conclusion of a bench-trial or hearing, the parties shall jointly submit a trial transcript, and each party shall prepare and submit a post-trial memorandum.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Proposed findings conclusions

In a matrimonial action, each party must submit proposed findings of fact and conclusions of law and a proposed judgment of divorce.

In a matrimonial action, each party must also submit proposed Findings of Facts and Conclusions of Law and a proposed Judgment of Divorce.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Post trial memorandum

After a trial of equitable-distribution issues, each party must classify every property item and outstanding debt as separate or marital and state each property’s value and each debt’s amount.

In the post-trial submissions following a trial of equitable distribution issues, each party must identify each item of property as either separate or marital and must state the value of each item of property. They must also identify all of the parties’ outstanding debts as either separate or marital and must state the amount of each debt.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Post trial memorandum

Property classifications, values, debt classifications, and debt amounts in equitable-distribution post-trial submissions must be supported with trial-transcript citations.

All assertions as to the separate or marital status of each item of property and each outstanding debt and the value of each item of property and the amount of each debt, must be supported by citations to the trial transcript.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibit

Before placing a document into evidence during a virtual appearance, counsel must exchange it with opposing counsel and confer before the hearing.

Counsel wishing to place any document into evidence during a virtual appearance must exchange the document with opposing counsel and confer prior to the virtual hearing.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibit

Stipulated exhibits must be pre-marked for evidence; a document the parties cannot stipulate into evidence must be marked for identification and exchanged.

Stipulated exhibits must be pre-marked into evidence. If the parties cannot stipulate a document into evidence, it must be marked for identification and exchanged.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Exhibit

Counsel must obtain the Court’s advance permission to display a document on-screen during a hearing.

Any counsel desiring to show any document on the screen during a hearing must request permission from the Court in advance.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Stipulation or statement of discontinuance

Defense counsel must file either a stipulation or a statement of discontinuance to carry out the discontinuance.

Pursuant to 22 NYCRR §202.28, the attorney for defendant is directed to file a stipulation or statement of discontinuance with the Court within (a) 30 days of the making of the payment required as a condition of the discontinuance; or (b) 30 days of the discontinuance in the event no payment is required as a condition of the discontinuance.

Checked against the court's document on Oct 5, 2026CRITICAL

Applies to

Note of issue

Plaintiff must serve and file a Note of Issue and Certificate of Readiness through NYSCEF within 20 days after entry of the order, with failure to file within 90 days potentially resulting in dismissal.

(2) NOTE OF ISSUE: Plaintiff shall serve and file a Note of Issue and Certificate of Readiness via NYSCEF within twenty (20) days of entry of this Trial Readiness Stipulation and Order. Failure to file a note of issue within 90 days may result in dismissal of your case; and

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Virtual appearance accommodation request

Appearances ordinarily are in person, and any request to appear virtually must be made in writing, noticed to all parties, and state a reason.

All appearances are in person, in Westchester Supreme Court. Requests for an accommodation to appear virtually shall be made in writing to the Court and on notice to all parties and shall state a reason for the request.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Correspondence

Must include

case number

Correspondence to the Court must identify the case name and index number to which it pertains.

All correspondence to the Court shall be via NYSCEF and copied to all parties and set forth the name and Index number of the case to which it pertains.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Letter application

Either party may request a preliminary conference by emailing a letter application to the Court Attorney-Referee and uploading it to NYSCEF.

Preliminary Conferences may be requested by either party by letter application via email to the Court Attorney-Referee and uploaded to NYSCEF.

Checked and corrected to match the court's document on Oct 5, 2026WARNING

Applies to

Appraisal report

Expert testimony about appraised value is limited to details contained in the expert’s respective appraisal report.

Expert witnesses shall be limited in their proof of appraised value to details set forth in their respective appraisal reports

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Motion papers

Noncompliant motion papers may not be considered in deciding the motion.

Papers submitted to this part in violation of this rule may not be considered in deciding the motion.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Verdict sheet

Counsel must jointly prepare a verdict sheet in final form for presentation to the jury.

Counsel shall jointly prepare a verdict sheet. The verdict sheet is to be in final form for presentation to the jury.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Verdict sheet

If the parties cannot agree on the verdict sheet, each side must present a proposed verdict sheet to the court, preferably on a flash drive in Microsoft Word.

If agreement cannot be reached, then each side shall present a proposed verdict sheet to this Court, preferably together with a copy on a flash drive, using Microsoft Word.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Papers submitted for signature

Papers submitted for the court’s signature must be identified on the signature page with information such as the case name, Index Number and year, and document type.

All papers which are submitted for signature by the Court shall be identified on the signature page so that the document being signed by the Court can be identified. Example: Jones v. Jones, Index #/year, Type of Document (Judgment of Divorce, etc.).

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Exhibits

Must include

exhibit list

Proposed exhibits must be submitted in a ringed notebook with a table of contents, party-specific numbering, and external tabs separating each exhibit.

Copies of all exhibits intended to be offered must be presented to the Court in a ringed notebook with a table of contents, with Plaintiff’s exhibits numbered, and Defendant’s exhibits lettered in the order in which they are generally intended to be used, with external tabs separating each exhibit.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Motion papers

Oral argument is not required unless the court directs it, and a party may request argument by stating “Oral Argument Requested” above the Index Number on the first page; the request is not automatically granted, and the requesting attorney must notify the other attorneys if argument is granted.

There will be no oral argument required on any motion or Order to Show Cause unless directed by the Court. Parties seeking oral argument of a motion or Order to Show Cause may request that oral argument be heard by stating “Oral Argument Requested” above the Index Number on the first page of the papers submitted. If the Court grants the request for oral argument, the Court staff will inform the requesting party’s attorney of the date and time for argument. It is the responsibility of that person to inform all other attorneys of the date and time set, and failure to do so may result in sanctions. A request for oral argument should not be construed as an automatic grant of the same.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Proposed order

In non-e-filed cases, a proposed Order to Show Cause must include the movant’s email address, or a self-represented movant without email must provide a telephone number for arranging pickup of the signed order.

Proposed Orders to Show Cause submitted for consideration by the Court, in non-efiled cases, must include an email address to permit a confirmed copy of the signed Order to be sent to the movant. If a self-represented litigant does not have an e-mail address, a telephone number shall be provided so the Court can contact the self-represented litigant to arrange pick-up of the signed Order.

Checked against the court's document on Oct 5, 2026WARNING

Civil cases

Applies to

Requests to charge

For standard pattern charges, only the PJI numbers and section titles must be submitted unless a deviation or addition is requested.

Unless counsel seek a deviation from the pattern charge or additions to the pattern charge, only the PJI numbers and section title need be submitted.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Correspondence

Correspondence must be concise and identify the relief sought or action requested from the Court.

All correspondence shall be concise and state the relief sought or action requested to be taken by the Court.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Papers

A party may request oral argument by stating “Oral Argument Requested” above the Index Number on the first page, but the request is not automatically granted and the Court will notify the parties if it grants the request.

Parties seeking oral argument of a motion or Order to Show Cause may request it by stating “Oral Argument Requested” above the Index Number on the first page of the papers submitted. A request for oral argument should not be construed as an automatic grant of same. If the Court grants the request for oral argument, the Court will inform the parties.

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Applies to

Correspondence

Correspondence must include the action's full title and index number, be concise, and state the requested relief or action.

Correspondence must bear the full Title and Index Number of the action. It shall be concise and state the relief sought or the action requested to be taken by the Court.

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Record of appearance

The record of appearance must identify counsel, firm, contact information, and the represented party.

The record of appearance shall include the attorney’s name, firm affiliation, email address, mailing address, telephone and facsimile number as well as the party represented.

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Applies to

Record of appearance

The record of appearance must include counsel’s written acknowledgment that counsel is familiar with the Part Rules.

The record of appearance shall also contain a written acknowledgment that counsel is familiar with these Part Rules.

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Applies to

Motion

Motions are decided on submission unless the Court directs otherwise, and a request for oral argument must state “Oral Argument Requested” on the first page of the papers.

All motions are by submission only unless otherwise advised by the Court. Parties may request oral argument by stating “Oral Argument Requested” on the first page of the papers submitted.

Checked and corrected to match the court's document on Oct 5, 2026WARNING

Applies to

Paper

Counsel and self-represented parties using artificial intelligence to prepare papers submitted to the court are expected to comply with Parts 130 and 161 of the Uniform Rules of the Chief Administrator.

All counsel and self- represented parties who use an artificial intelligence tool in preparing any paper submitted to this Court are expected to comply with Parts 130 and 161 of the Uniform Rules of the Chief Administrator (22 NYCRR 130-1.1 et seq; 22 NYCRR 161.1 et seq.).

Checked against the court's document on Oct 5, 2026WARNING

Applies to

Proposed jury charges

When no deviation from a pattern jury charge is sought, only the PJI numbers and topics must be submitted.

For proposed jury charges, unless a deviation from the pattern charge is sought, only the PJI numbers and topics need be submitted.

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Applies to

Confidentiality agreement

If a confidentiality or non-disclosure agreement is needed before disclosure, the requesting party must prepare and circulate a proposed agreement.

In the event that there is a need for a Confidentiality/Non-Disclosure Agreement prior to disclosure, the part(y) demanding same shall prepare and circulate the proposed agreement.

Checked and corrected to match the court's document on Oct 5, 2026INFO

Applies to

Trial readiness stipulation and order

The parties may submit a signed Trial Readiness Stipulation and Order for approval without a compliance conference.

The parties may submit a signed Trial Readiness Stipulation & Order to be so- ordered by the Court without the need for a compliance conference.

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Applies to

Trial readiness order

The court issues a Trial Readiness Order after discovery is complete or deemed waived.

Once discovery is complete or has been deemed waived, the court will issue a Trial Readiness Order.

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Applies to

Jury instructions

For charges drawn from the current Pattern Jury Instructions, only the PJI number must be submitted.

If a requested charge is drawn from the current Pattern Jury Instructions (PJI), only the PJI number need be submitted.

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Applies to

Proposed order

A party desiring a written decision or order after a bench decision may submit a proposed order together with the transcript of the bench-decision proceedings for signature.

Where the Court issues a Bench Decision and a party desires a written Decision or Order, the party may submit a proposed Order to the Court, together with the transcript of the proceedings at which the Bench Decision was rendered to be “So Ordered.”

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Applies to

Ai research only

No AI certification or disclosure is required when AI is used only for research.

If AI is used only for research, no certification or disclosure is required.

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Civil cases

Applies to

Exhibit list

Material intended for use on cross-examination does not have to be included on the exhibit list.

Material to be used on cross-examination need not be listed on the exhibit list.

Checked against the court's document on Oct 5, 2026INFO

Civil cases

Applies to

Verdict sheet

The final verdict sheet will be formalized at a charge conference during the trial after the conclusion of plaintiff's case.

The final verdict sheet will be formalized during a charge conference to be held during the course of the trial after the conclusion of the case of the plaintiff(s).

Checked against the court's document on Oct 5, 2026INFO

Applies to

Summary judgment motion

This Judge’s Part does not require a separate Statement of Material Facts attached to a summary-judgment motion.

This Judge’s Part does not require a separate Statement of Material Facts annexed to a summary judgment motion, pursuant to Amended Rule 22 NYCRR 202.8-g.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Proposed judgment of divorce

and a proposed Judgment of Divorce

Summary: In a matrimonial action, each party must submit a proposed Judgment of Divorce.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Application to withdraw as counsel ?

Must include

proposed order

Shall be made by Order to Show Cause and be accompanied by a proposed order granting the requested relief (22 NYCRR § 202.8-a[b]).

Summary: An application to withdraw as counsel must be made by Order to Show Cause and include a proposed order granting the requested relief.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Proposed findings judgment ?

The proposed Findings and Judgment, along with a copy of the transcript, shall be served on all interested parties and filed with Notice of Settlement, or as otherwise directed by the Court.

Summary: The filing of the proposed Findings and Judgment must include a copy of the transcript and a Notice of Settlement unless the Court directs otherwise.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Proposed judgment

All proposed judgments submitted to the Court that reference a Part 36 appointee must include the following fiduciary language:

Summary: Every proposed judgment that references a Part 36 appointee must include the prescribed fiduciary language.

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Applies to

Proposed order

Must include

notice of electronic filing ?

8. All proposed orders for post-judgment matters shall be submitted within seven (7) days of the court appearance, or as otherwise directed by the Court. The proposed orders shall be served on all interested parties and filed with Notice of Settlement, or as otherwise directed by the Court.

Summary: Post-judgment proposed orders must be submitted within seven days of the court appearance, served on all interested parties, and filed with a Notice of Settlement unless the Court directs otherwise.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Default judgment motion ?

In addition, to be sufficient, the military status investigation must include, at a minimum, proof of a search conducted through the Department of Defense, which may be performed through that agency’s internet site, https://scra.dmdc.osd.mil/scra/#/home.

Summary: A sufficient military-status investigation must include proof of a Department of Defense search, which may be performed through the identified SCRA website.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Marked pleadings and bills of particulars

Marked pleadings and bills of particulars.

Summary: Marked pleadings and bills of particulars must be submitted to the Court immediately upon assignment for trial or hearing.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Estimated trial length statement ?

A statement of the estimated length of trial.

Summary: A statement estimating the length of trial must be submitted to the Court immediately upon assignment for trial or hearing.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Trial witness list ?

A list of all witnesses who counsel plans to call at trial.

Summary: Counsel must submit a list of all witnesses planned to be called at trial.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Trial exhibit list ?

A list of all exhibits the party expects to use at trial, indicating whether such exhibits are stipulated for admission into evidence or are marked only for identification.

Summary: Each party must submit a list of trial exhibits identifying whether they are stipulated for admission or marked only for identification.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Undisputed facts stipulation ?

A written stipulation governing all facts that are not in dispute.

Summary: A written stipulation addressing all undisputed facts must be submitted to the Court.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Expert reports and disclosures ?

All expert witness reports and disclosures exchanged between the parties.

Summary: All exchanged expert witness reports and disclosures must be submitted to the Court.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Prior decisions and orders

4. Provide the court with a copy of all prior decisions and orders in the case that may be relevant to any in limine applications or evidentiary or legal issues,

Summary: Parties must provide the court with copies of all potentially relevant prior decisions and orders before trial.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Joint stipulation

The parties must submit a joint stipulation regarding the same to the Court at least forty-eight (48) hours prior to the pre-trial conference via NYSCEF.

Summary: The parties must submit a joint stipulation concerning undisputed facts, resolved or withdrawn issues, and remaining issues at least 48 hours before the pre-trial conference through NYSCEF.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Pre trial conference

All attorneys who will conduct the trial shall attend the pre-trial conference and shall be prepared to participate in settlement negotiations.

Summary: Every attorney who will conduct the trial must attend the pre-trial conference and be prepared to participate in settlement negotiations.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Note of issue

A Note of Issue may not be filed until such reports have been filed (see 22 NYCRR § 202.61[a][1]).

Summary: A Note of Issue may not be filed until the applicable appraisal reports have been filed.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Order or judgment ?

Orders, judgments, counter-orders and/or counter-judgments submitted for signature on notice will not be signed unless an Affidavit of Service and Notice of Settlement for a date designated in accordance with 22 NYCRR § 202.48 has been included.

Summary: An order, judgment, counter-order, or counter-judgment submitted for signature on notice will not be signed without both an Affidavit of Service and a Notice of Settlement for the designated date.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Foreclosure motion ?

Must include

proposed order

All motions pursuant to this section must include a proposed order which disposes of the motion or application for the Court’s signature.

Summary: Every motion under the foreclosure section must include a proposed dispositive order for the Court’s signature.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Requests to charge ?

Where deviations or additions are requested, the full text of such requests must be submitted, together with any supporting legal precedents.

Summary: Requests to deviate from or add to the Pattern Jury Instructions must include the full requested text and supporting legal precedents.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Proceeding transcript ?

In accordance with the schedule set by the Court, the parties must submit and upload to NYSCEF: (1) a transcript of the proceeding; (2) closing memoranda; and (3) any other documents required to complete the record for purposes of appeal.

Summary: In accordance with the Court's schedule, each party must submit and upload the proceeding transcript to NYSCEF for the appellate record.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Ai assisted filing ?

Must include

ai disclosure, ai certification ?

Any attorney for a party, or any pro se party, who has used AI in the preparation or drafting of any documents filed with the court must disclose that AI has been used and must further certify in the document that the person has checked the accuracy

Summary: An attorney or pro se party who used AI to prepare or draft a court filing must disclose the AI use and certify that the accuracy of the AI-drafted portions, citations, and legal authority was checked.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Notice of appearance

The Notice of Appearance shall include the attorney’s name, firm affiliation, e-mail address, mailing address, telephone number, and the party represented.

Summary: A Notice of Appearance must include the attorney's name, firm affiliation, email address, mailing address, telephone number, and represented party.

Not confirmed. Read the court's wording below.CRITICAL?

Civil cases

Applies to

Marked pleadings

1) Marked pleadings and an exhibit list.*

Summary: Counsel must provide marked pleadings and an exhibit list as soon as possible after trial begins.

Not confirmed. Read the court's wording below.CRITICAL?

Civil cases

Applies to

Judicial decisions

4) All previous judicial decisions, including appellate decisions, entered in the case.

Summary: Counsel must provide all previous judicial decisions entered in the case, including appellate decisions, as soon as possible after trial begins.

Not confirmed. Read the court's wording below.CRITICAL?

Civil cases

Applies to

Witness list ?

5) A list of witnesses for each party.

Summary: Counsel must provide a list of witnesses for each party as soon as possible after trial begins.

Not confirmed. Read the court's wording below.CRITICAL?

Civil cases

Applies to

Verdict sheet

Counsel shall jointly prepare a proposed verdict sheet.

Summary: Counsel must jointly prepare a proposed verdict sheet at the close of plaintiff's case.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Papers ?

Citations to legal authority must be to the official citations.

Summary: Citations to legal authority must use official citations.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Preliminary conference order

A discovery schedule shall be placed on the Record and the parties shall order and upload the transcript to NYSCEF to be So Ordered and that will constitute the Preliminary Conference Order.

Summary: The parties must obtain and upload the preliminary-conference transcript to NYSCEF for entry of the discovery schedule as the Preliminary Conference Order.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Orders, judgments, counter-orders, and counter-judgments ?

Must include

certificate of service ?

Orders, judgments, counter-orders and/or counter-judgments submitted for signature on notice will not be signed unless an Affidavit of Service and Notice of Settlement for a date designated in accordance with 22 NYCRR § 202.48 has been included.

Summary: Orders, judgments, and their counterparts submitted for signature must include an Affidavit of Service and the required Notice of Settlement.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

CPLR 3101(d) discovery responses ?

Must include

ai disclosure ?

Every party must disclose whether their expert relied upon AI (Artificial Intelligence) in reaching their opinion.

Summary: Every party must disclose in CPLR 3101(d) discovery responses whether the party’s expert relied on artificial intelligence in reaching an opinion.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Trial preparation submission ?

Must include

exhibit list ?

Immediately upon being assigned to this Court for a hearing or trial, counsel for each party, including the Law Guardian, if any, and any self-represented party must report to the Part Clerk in Courtroom 1403. Counsel or the self-represented party must provide the Court with the following documentation:

Summary: Upon assignment for a hearing or trial, counsel, any Law Guardian, and any self-represented party must report to the Part Clerk and provide the listed trial-preparation documents.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Post trial submission ?

Must include

proposed order

In accordance with the schedule set by the Court at the conclusion of a trial, the parties must jointly submit a transcript of the court proceeding and each party must prepare and submit (i) post-trial memorandum not exceeding 25 pages supported by citations to the trial transcript, relevant statutes and/or case law, and (ii) proposed order/judgment of final disposition.

Summary: The parties must jointly submit the trial transcript, and each party must submit a post-trial memorandum with citations and a proposed order or judgment of final disposition.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Paper

Must include

ai disclosure ?

Any attorney or self- represented party who uses an artificial intelligence tool in preparing any paper filed in or submitted to this Court or served on another party in a case pending before this Court is required to carefully review the paper and independently ensure that it contains no fabricated or fictitious cases, statutes, or other material. By signing a paper and submitting it to this Court, counsel and self-represented parties certify that a review has been conducted and that the paper does not contain any fabricated or fictitious content, false material factual statement or any frivolous legal argument (22 NYCRR 130-1.1[c]; 130-1.1a). If this Court determines that this requirement has not been satisfied, such attorney or self-represented party may be subject to sanction or other remedial action (22 NYCRR 130-1.1).

Summary: An attorney or self-represented party using artificial intelligence to prepare a filed or submitted paper, or to serve a paper on another party, must carefully review it, ensure that it contains no fabricated material, false material factual statement, or frivolous legal argument, and certify that review through signing and submission; failure may result in sanctions or other remedial action.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Order judgment counter order or counter judgment ?

Must include

certificate of service ?

Orders, judgments, counter-orders and/or counter-judgments submitted for signature on notice may be returned unsigned and/or otherwise rejected by the Court unless an Affidavit of Service and Notice of Settlement for a date designated in accordance with 22 NYCRR § 202.48 is annexed thereto.

Summary: An order, judgment, counter-order, or counter-judgment submitted for signature on notice must have an Affidavit of Service and an appropriately designated Notice of Settlement annexed.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Motion paper ?

Must include

local rule certificate ?

Counsel must certify compliance pursuant to Section 202.8-b(c).

Summary: Counsel must certify compliance with the applicable word-limit rule.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Post trial memorandum ?

Factual arguments set forth in the memorandum shall be supported by citations to the trial transcript, and legal arguments shall be supported by citations to relevant statutes or case law.

Summary: A post-trial memorandum must support factual arguments with trial-transcript citations and legal arguments with relevant statutory or case-law citations.

Not confirmed. Read the court's wording below.CRITICAL?

Applies to

Exhibit ?

Pre-marked copies of all documents stipulated into evidence to be displayed at the hearing shall be forwarded to the Court prior to the hearing. Documents objected to must also be marked for identification and forwarded to the Court prior to the hearing.

Summary: Before a virtual hearing, counsel must send the Court pre-marked stipulated evidence and forward any objected-to documents after marking them for identification.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Order to show cause injunctive relief ?

The failure to comply with this requirement may result in the denial of the order to show cause.

Summary: Failure to provide the required initiating pleadings may result in denial of the order to show cause.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Joint statement of proposed disposition ?

The Court will not accept separate statements of proposed disposition without prior written approval.

Summary: The Court will not accept separate statements of proposed disposition unless it gives prior written approval.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Trial submission ?

A list of all exhibits the party expects to use at trial, indicating whether such exhibits are stipulated for admission into evidence or are marked only for identification.

Summary: Each party's trial submission must include a list of expected exhibits identifying which are stipulated for admission and which are marked only for identification.

Not confirmed. Read the court's wording below.WARNING?

Applies to

Notice of motion

A request for oral argument may be made on the first page of the Notice of Motion, Order to Show Cause or answering papers.

Summary: A request for oral argument may appear on the first page of a notice of motion, order to show cause, or answering papers.

Not confirmed. Read the court's wording below.INFO?

Applies to

Motion papers ?

Parties may request oral argument by stating “Oral Argument Requested” on the first page of the papers submitted.

Summary: A party may request oral argument by placing the words “Oral Argument Requested” on the first page of the submitted papers.

Not confirmed. Read the court's wording below.INFO?

Civil cases

Applies to

Exhibit list ?

Only those items received in evidence will be marked by the reporter.

Summary: The reporter will mark only the items received in evidence.