Court Rules

Southern District of Texas Document Format Requirements

235 rules from official source documents

Font, margin, spacing, and file format requirements for court filings. This page is scoped to Southern District of Texas; use the court rules overview to switch categories without leaving this court.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Briefs and memoranda must use 12pt Times New Roman font, 1-inch margins; footnotes must use 10pt Times New Roman font.

Source text: Briefs and memoranda shall be in 12 point, Times New Roman Font, with one-inch margins. Footnote citations shall be in 10 point, Times New Roman Font.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

All amended pleadings, proposed orders, documents, and briefs must mark changed content with a single red underline (redline).

Source text: Judge Rodriguez requires that this “mark” be in the form of redline—a single red underline denoting the amended portion—on not only petitions and their supporting documents, but as to all amended pleadings, proposed orders, documents, and briefs.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Proposed orders must include a blank signature space for the court and omit signature blocks/text.

Source text: THE PROPOSED ORDER MUST INCLUDE A BLANK SPACE FOR THE COURT’S SIGNATURE. DO NOT INCLUDE A SIGNATURE BLOCK OR SIGNATURE TEXT BLOCK.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Agreed Order forms from the court’s website cannot be altered without leave of court.

Source text: Submission of an Agreed Order utilizing a form from the court’s website may not be altered without first obtaining leave of court.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Witness and exhibit lists for evidentiary hearings/trials must use Form 1-100, failure to comply results in the noncomplying list being struck.

Source text: evidentiary hearings/trials in Chief Judge Rodriguez’s Court.1 Failure to use Form 1-100 will result in the Court striking the noncomplying list.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

All exhibits must comply with General Order 2021-5 paragraph 4, requiring CM/ECF filing, separate witness/exhibit list, and each exhibit as a separate attachment.

Source text: All exhibits, whether hard copy or electronic, must comply with the United States Bankruptcy Court of the Southern District of Texas General Order 2021-5, paragraph 4, which states: If a party-in-interest intends to introduce documents into evidence at a remote or at an in-person hearing, the documents must be filed on CM/ECF. A witness and exhibit list should be filed as a document, with each exhibit being filed as a separate attachment to the witness and exhibit list. For example, if there are three exhibits, and the next CM/ECF document sequence is 101, the witness and exhibit list will be ECF document 101, exhibit 1 will be ECF document 101-1, exhibit 2 will be ECF document 101-2, and exhibit 3 will be ECF document 101-3.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Motions for relief from stay regarding exempt residences or vehicles must use the court's standard promulgated form.

Source text: Relief from stay must be sought, with respect to exempt residences or exempt vehicles, on a standard form of motion promulgated by the Court.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Proposed agreed or default orders for motions for relief from stay must use the court-promulgated form; no alterations are permitted without leave of court.

Source text: A proposed form of agreed or default order on a motion for relief must use the form promulgated by the Court, unless otherwise provided in the Local Rules. Parties are not authorized to alter the promulgated form of order without first obtaining leave of Court.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Motions for continuation or imposition of automatic stay must comply with Fed. R. Bankr. P. 9014, include verified specific facts, and not include relief other than the stay continuation/imposition.

Source text: A motion for continuation of the automatic stay pursuant to 11 U.S.C. § 362(c)(3)(B), or request for the imposition of the automatic stay pursuant to 11 U.S.C. § 362(c)(4)(B), shall be a contested matter commenced by the filing and service of a motion in accordance with FED. R. BANKR. P. 9014. The motion shall contain allegations of specific fact supporting the requested relief, verified by an affidavit or declaration under oath upon the declarant’s personal knowledge. Any relief sought by the movant or requesting party other than the continuation or imposition of the automatic stay shall not be included in the motion, but may be sought in a separate request for relief filed in accordance with FED. R. BANKR. P. 9014 and/or FED. R. BANKR. P. 7001, as applicable.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Means Test documents must be filed as a separate CM/ECF event in all cases requiring a Means Test.

Source text: All Means Test documents must be filed as a separate CM/ECF event in each case where a Means Test is required.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

All amended documents must be submitted with redline changes.

Source text: All amended documents must be redlined.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

Petitions and schedules must include electronic bookmarks when e-filed.

Source text: All petitions and schedules must be electronically bookmarked when e-filed.

Bankruptcy Eduardo V. RodriguezsdtxCRITICAL

E-filed documents must not have security settings that prevent editing.

Source text: E-Filed documents must be submitted without security settings/protection preventing editing.

Bankruptcy Jeffrey P. NormansdtxCRITICAL

Emergency motions must include the word 'Emergency' in the document title.

Source text: Emergency motion must contain the word “Emergency” in the title of the motion.

Bankruptcy Marvin IsgursdtxCRITICAL

Motions and orders for stay relief on exempt residences and vehicles must use standardized forms, mandatory throughout Southern District of Texas.

Source text: Procedures adopt use of standardized forms for motions and orders. Use is mandatory throughout the Southern District of Texas.

Bankruptcy Marvin IsgursdtxCRITICAL

Parties must use identical forms if an agreement is reached after initial filing of Form M-2.

Source text: If agreement is later reached, utilize identical forms as already displayed.

Bankruptcy Marvin IsgursdtxCRITICAL

Proposed orders (Form O-1) must have no boxes marked.

Source text: Submit order with no boxes marked

Chief Judge Randy CranesdtxCRITICAL

Correspondence is prohibited from electronic filing.

Source text: Correspondence shall not be filed electronically.

Chief Judge Randy CranesdtxCRITICAL

Leave of Court required for conventional filing of documents over 50 pages; electronic filing encouraged.

Source text: Leave of Court is required for the conventional filing of documents greater than 50 pages in length. Such documents should be filed electronically when possible.

Chief Judge Randy CranesdtxCRITICAL

Leave of Court required for conventional filing of double-sided documents; electronic filing encouraged.

Source text: Leave of Court is required for the conventional filing of documents printed on both sides. Such documents should be filed electronically when possible.

Chief Judge Randy CranesdtxCRITICAL

Leave of Court required for filing over-sized or irregularly shaped documents not readily imagable; electronic filing encouraged.

Source text: Leave of Court is required for the filing of over-sized or irregularly shaped documents which are not capable of being readily imaged by court personnel and equipment. Such documents should be filed electronically when possible.

Chief Judge Randy CranesdtxCRITICAL

A bench copy of all documentary exhibits is required; voluminous exhibits may be provided on disc in PDF, DOC, or WPD formats.

Source text: A Bench copy of all documentary exhibits intended to be introduced. If voluminous, documents may be provided on disc in .pdf, .doc, or .wpd formats.

Chief Judge Randy CranesdtxCRITICAL

Proposed voir dire questions must be included in the Final Pretrial Order.

Source text: Proposed voir dire questions are to be included in the Final Pretrial Order.

Chief Judge Randy CranesdtxCRITICAL

All filed documents must be submitted via Court-compliant electronic means unless exempted.

Source text: Except as expressly provided or unless permitted by the presiding Judge, the Court requires documents being filed to be submitted, signed or verified by electronic means that comply with the procedures established by the Court.

Chief Judge Randy CranesdtxCRITICAL

Opposed motions must be in writing.

Source text: Opposed motions shall A. Be in writing;

Chief Judge Randy CranesdtxCRITICAL

Responses to motions must be in writing.

Source text: Must be written;

Chief Judge Randy CranesdtxCRITICAL

Filing papers must be 8½x11 inch letter paper, stapled at the top only, punched with two top holes, double-spaced, paginated, and not enclosed in covers.

Source text: LR10.2 Format. Papers offered for filing may not be in covers. They must be on 8½" x 11" paper, stapled at the top only, punched at the top with two holes, double spaced, and paginated.

Chief Judge Randy CranesdtxCRITICAL

Bar admission applications must be filed on the form prescribed by the Court.

Source text: C. Application. The lawyer shall file an application on a form prescribed by the Court.

Chief Judge Randy CranesdtxCRITICAL

Electronic filing and service rules for civil cases under LR5 apply to criminal cases.

Source text: The provisions of LR5 with respect to electronic filing and service in civil cases are applicable to criminal cases.

Chief Judge Randy CranesdtxCRITICAL

Exhibit lists must be prepared on a form similar to the clerk-provided template.

Source text: On a form similar to the one provided by the clerk, each party will attach two lists of all exhibits expected to be offered

Chief Judge Randy CranesdtxCRITICAL

Exhibits must be marked with date and case number as a formatting requirement.

Source text: Parties must mark their exhibits to include the date and case number on each.

Judge Alfred H. BennettsdtxCRITICAL

All filings must use double-spaced Times New Roman 12-point font, including footnotes.

Source text: Filings must be double-spaced in Times New Roman 12-point font. All footnotes must be in Times New Roman 12-point font.

Judge Alfred H. BennettsdtxCRITICAL

All legal authority in motions must be cited within the document body, not in footnotes.

Source text: All authority must be cited within the body of the document and not footnoted;

Judge Alfred H. BennettsdtxCRITICAL

Proposed orders must not include “Proposed” in the title and must use the format of the example order provided.

Source text: Do not include “Proposed” in the title of the order. An example of an Order can be found at the bottom of this document. Please use the format featured in the example;

Judge Alfred H. BennettsdtxCRITICAL

Proposed Jury Instructions must be submitted in Microsoft Word (DOCX) format.

Source text: Prior to the docket call, each party must email the Case Manager a courtesy copy of the Proposed Jury Instructions in Microsoft Word format.

Judge Alfred H. BennettsdtxCRITICAL

Exhibits must be identified with numbers, not letters.

Source text: Attorneys should use numbers, not letters, for exhibits.

Judge Andrew S. HanensdtxCRITICAL

Exhibits must be marked with the date and case number on each exhibit.

Source text: Parties must mark their exhibits to include the date and case number on each.

Judge Andrew S. HanensdtxCRITICAL

All pleadings must be electronically filed per Local Rule 5.1.

Source text: The Southern District of Texas requires electronic filing of all pleadings. LR 5.1.

Judge Andrew S. HanensdtxCRITICAL

Leave of Court required for conventional filing of documents over 30 pages, with electronic filing preferred.

Source text: Leave of Court is required for the conventional filing of documents greater than 30 pages in length. Such documents should be filed electronically when possible.

Judge Andrew S. HanensdtxCRITICAL

Leave of Court required for conventional double-sided filing, with electronic filing preferred.

Source text: Leave of Court is required for the conventional filing of documents printed on both sides. Such documents should be filed electronically when possible.

Judge Andrew S. HanensdtxCRITICAL

Leave required for over-sized/irregular documents not readily imaged, with electronic filing preferred.

Source text: Leave of Court is required for the filing of over-sized or irregularly shaped documents which are not capable of being readily imaged by court personnel and equipment. Such documents should be filed electronically when possible.

Judge Andrew S. HanensdtxCRITICAL

Joint Pretrial Order must follow the court-provided form, adapted reasonably for the case size and type.

Source text: Follow the form distributed by the Court, adapting it within reason to the size and type of case.

Judge Andrew S. HanensdtxCRITICAL

All requested jury instructions, definitions, and interrogatories must be numbered, placed on separate sheets, and include supporting authority citations.

Source text: Each requested instruction, definition, and interrogatory must be numbered and presented on a separate sheet of paper with the citation of authority upon which counsel rely.

Judge Andrew S. HanensdtxCRITICAL

Exhibits must be marked with party name, case number, and exhibit number, and exchanged among counsel before trial.

Source text: All exhibits must be marked and exchanged among counsel prior to trial. The offering party will mark his own exhibits with the party’s name, case number, and exhibit number on each exhibit to be offered.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Deposition designations must be prepared using Form 15.

Source text: Use Form 15 to prepare deposition designations.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Draft proposed orders must be prepared using Form 11.

Source text: Use Form 11 to prepare draft proposed orders.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Motion papers must use letter-size paper, minimum 13-point font, 1-inch margins, and be double-spaced except for quotations, headings, and footnotes.

Source text: Use American letter-size paper, a minimum 13-point font, and a minimum of 1" margins. Double space except for lengthy quotations, headings, and footnotes.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Joint Pretrial Orders must use Form 12, adapted as needed for case complexity.

Source text: a. Form. Use Form 12 to prepare a Joint Pretrial Order. Adapt it within reason to accommodate the nature and complexity of the case.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Trial exhibit lists must use Form 13, exhibits marked with party name/case number/exhibit number, only good faith jury exhibits listed.

Source text: a. Form. Use Form 13 to prepare a trial exhibit list. Also refer to Section 14. Each offering party must mark its own exhibits with the party’s name, case number, and exhibit number. List only those exhibits intended in good faith for use before the jury during trial.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Exhibits must be exchanged via agreed form; absent agreement, use well-organized USB drives or similar download.

Source text: Seek agreement on the form of exchange. Absent agreement, exchange well-organized USB drives or provide for similar download.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Witness lists must be prepared using Form 14.

Source text: Use Form 14 to prepare a witness list.

Judge Charles R. Eskridge IIIsdtxCRITICAL

For bench trials, the entire deposition must be offered marked as an exhibit.

Source text: For bench trials, also offer the entire deposition marked as an exhibit.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Deposition designations must include a cover sheet with specified content for each witness.

Source text: Include a cover sheet with concise summary of topics for each witness, the first deposition page, and at least two pages prior to and after any designation.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Deposition designations must highlight designated testimony, counter-designations, and objections in contrasting colors.

Source text: Highlight in contrasting colors to indicate all designated testimony, counter-designations, and objections.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Condensed transcripts (four pages to one) must be used for deposition designations when available.

Source text: Use a condensed transcript (four pages to one) when available.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Disputed language in civil jury instructions must be marked with bold, italicized, or differently colored font, identifying the requesting party for each version.

Source text: Identify by bold, italicized, or differently colored font any disputed language and which party requests each competing version;

Judge Charles R. Eskridge IIIsdtxCRITICAL

For jury instruction (charge) submissions, civil cases require plaintiff to submit a DOCX version via email/USB; criminal cases require prosecution and defense to each submit a DOCX version via email/USB.

Source text: c. Court copies. Follow Section 21 regarding submission of the charge. In civil cases, counsel for plaintiff must also jointly submit a Word version by email or USB drive. In criminal cases, counsel for prosecution and defense must each also submit a Word version by email or USB drive.

Judge Charles R. Eskridge IIIsdtxCRITICAL

For bench trial proposed findings of fact and conclusions of law, plaintiff counsel must submit a DOCX version via email or USB drive.

Source text: f. Court copies. Follow Section 21 regarding submission of these materials. Counsel for plaintiff must also jointly submit a Word version by email or USB drive.

Judge Charles R. Eskridge IIIsdtxCRITICAL

Agreed findings/conclusions use black font; plaintiff disagreements use red font, defendant disagreements use blue font.

Source text: Use black font for all agreed findings and conclusions. Where the parties disagree, use different color font, with plaintiff submitted in red and defendant submitted in blue.

Judge Christina A. BryansdtxCRITICAL

Printed copy of power-point presentation used in oral argument must be provided to court and opposing counsel at the hearing.

Source text: If a power-point presentation is used during oral argument, provide a printed copy of the presentation to the court and opposing counsel at the hearing.

Judge Christina A. BryansdtxCRITICAL

Video or audio exhibits must be provided on a thumb drive or disc labeled with the exhibit number.

Source text: Provide video or audio exhibits on a thumb drive or disc labeled with the exhibit number.

Judge Christina A. BryansdtxCRITICAL

Exhibits over 50 pages provided as PDF must include bookmarks for each exhibit and cited portions, and highlight small referenced portions.

Source text: The .pdf document must contain bookmarks identifying each exhibit and bookmarks set to the portions of the document cited or referenced in the motion or brief. Further, when a motion or brief refers only to a small portion of a voluminous exhibit, the party should highlight the referenced portion of the exhibit.

Judge Christina A. BryansdtxCRITICAL

Joint Pretrial Orders must follow the form specified in Local Rule 16.2, Appendix B.

Source text: The Joint Pretrial Order shall follow the form set forth in Local Rule 16.2, Appendix B.

Judge Christina A. BryansdtxCRITICAL

Findings of fact and conclusions of law must be submitted as electronic Word documents.

Source text: Parties must submit Findings of Fact and Conclusions of Law to the court in an electronic Word document.

Judge Christina A. BryansdtxCRITICAL

Joint proposed jury charge must be submitted as Word document to Case Manager.

Source text: The parties shall submit the proposed charge to the Case Manager in an electronic Word document.

Judge Christina A. BryansdtxCRITICAL

Counsel must provide tabbed, indexed exhibit notebooks to court and witness.

Source text: Counsel for each party shall provide a tabbed and indexed notebook of exhibits for the court and the witness.

Judge Christina A. BryansdtxCRITICAL

Deposition excerpts must use color-coded highlighting for party designations.

Source text: Counsel must provide the court with a single copy of any deposition from which excerpts will be used at trial and should use color-coded highlighting to represent each parties’ requested deposition excerpts.

Judge Drew B. TiptonsdtxCRITICAL

Proposed scheduling order must use Form 4 from the Court’s home page.

Source text: Use Form 4 on this Court’s home page. 1

Judge Drew B. TiptonsdtxCRITICAL

Joint Pretrial Orders must use the forms provided on the Court’s website.

Source text: Use the forms provided on the Court’s website. https://www.txs.uscourts.gov/Tipton.

Judge Drew B. TiptonsdtxCRITICAL

Hard copy courtesy copies must be tabbed at the right margin, in binders no larger than 4 inches, marked with CM/ECF docket number unless urgent.

Source text: Form. Provide hard copies as well as electronic copies. When providing hard copies, organize exhibits and attachments by tab at the right margin. Use the smallest binders that comfortably hold the material. Do not use binders larger than four inches. Divide into multiple binders when necessary. Provide courtesy copies marked with the file-stamped CM/ECF system docket number unless submitted on an urgent basis.

Judge Drew B. TiptonsdtxCRITICAL

Motion papers must use letter-size paper, minimum 12-point font, 1-inch margins (½-inch for footnotes/headers/footers), double-spaced except for quotations/headings/footnotes.

Source text: Style. Use American letter-size paper, a minimum 12-point font, and a minimum of 1-inch margins with ½-inch margins for footnotes, page numbers and any headers or footers. Double space except for lengthy quotations, headings, and footnotes.

Judge Drew B. TiptonsdtxCRITICAL

Supporting evidence must be filed as separate exhibits with cover sheets and clearly identified on CM/ECF docket entries.

Source text: Supply affidavits, deposition testimony excerpts, and supporting documents as separate exhibits to the filing. Provide a cover sheet to identify and separate each exhibit and identify them clearly on the CM/ECF docket entry when filing, e.g., “Exhibit A Declaration of John Doe.”

Judge Drew B. TiptonsdtxCRITICAL

Legal authority not available on Westlaw or Lexis-Nexis must be filed as an appendix with a cover sheet.

Source text: Supply all cases or other authority not readily available through Westlaw or Lexis-Nexis as an appendix to any filing. Provide a cover sheet to identify and separate each authority.

Judge Drew B. TiptonsdtxCRITICAL

Joint Pretrial Orders must be prepared using Form 6.

Source text: Use Form 6 to prepare a Joint Pretrial Order.

Judge Drew B. TiptonsdtxCRITICAL

Section 19 pretrial filings must be filed as exhibits to the Joint Pretrial Order on CM/ECF.

Source text: When filing the Joint Pretrial Order on the CM/ECF system, file the pretrial filings set out in Section 19 as exhibits.

Judge Drew B. TiptonsdtxCRITICAL

Joint Pretrial Orders must be signed by all lead counsel.

Source text: All lead counsel must sign the Joint Pretrial Order.

Judge Drew B. TiptonsdtxCRITICAL

Each party must file required pretrial filings on the date the Joint Pretrial Order is filed.

Source text: Unless otherwise set by Court order, on the date the Joint Pretrial Order is filed each party must file: • An exhibit list as per Section 20; • A witness list as per Section 21; • Designation of deposition excerpts as per Section 22; • Motions in limine as per Section 23; • Proposed topics and questions for voir dire as per Section 24; • In jury trials, a proposed joint jury charge as per Section 25; and • In bench trials, proposed findings of fact and conclusions of law as per Section 26.

Judge Drew B. TiptonsdtxCRITICAL

Trial exhibit lists must use Form 7 and be filed on the Joint Pretrial Order filing date.

Source text: Use Form 7 to prepare a trial exhibit list, which must be filed on the date the Joint Pretrial Order is filed.

Judge Drew B. TiptonsdtxCRITICAL

Trial exhibits must be marked with the offering party’s name, case number, and exhibit number.

Source text: Each offering party must mark its own exhibits with the party’s name, case number, and exhibit number.

Judge Drew B. TiptonsdtxCRITICAL

Deposition designations must be prepared using Form 9 and filed on the Joint Pretrial Order filing date.

Source text: Use Form 9 to prepare deposition designations, which must be filed on the date the Joint Pretrial Order is filed.

Judge Drew B. TiptonsdtxCRITICAL

Parties are prohibited from making copies of juror questionnaires.

Source text: Do not make copies.

Judge Drew B. TiptonsdtxCRITICAL

Civil plaintiffs and criminal prosecution and defense must submit Word-format jury instructions via email to the Court’s Case Manager.

Source text: Court copies. In civil cases, counsel for Plaintiff must also submit a Word version by email to the Court’s Case Manager. In criminal cases, counsel for Prosecution and Defense must each also submit a Word version by email.

Judge Drew B. TiptonsdtxCRITICAL

Agreed proposed findings and conclusions must be in black font.

Source text: Use black font for all agreed findings and conclusions. Make it clear in the proposed findings that this means that the parties are agreed as to those.

Judge Drew B. TiptonsdtxCRITICAL

Disagreed proposed findings must be in red for plaintiff and blue for defendant.

Source text: Where the parties disagree, use different color font. For example, if the parties do not agree on finding of fact number 7, plaintiff should submit their proposed number 7 in red and the defendant should submit their proposed number 7 in blue.

Judge Drew B. TiptonsdtxCRITICAL

Proposed scheduling order must use Form 4 from the Court’s home page.

Source text: Use Form 4 on this Court’s home page.

Judge Drew B. TiptonsdtxCRITICAL

Joint Pretrial Orders must use the forms provided on the Court’s website and contain Rule 26(a)(3) disclosures.

Source text: Use the forms provided on the Court’s website. https://www.txs.uscourts.gov/Tipton.

Judge Ewing Werlein, Jr.sdtxCRITICAL

Offering party must mark exhibits with party name, case number, and exhibit number.

Source text: The offering party will mark his own exhibits with the party's name, case number, and exhibit number on each exhibit to be offered.

Judge Ewing Werlein, Jr.sdtxCRITICAL

Each party must provide the Court with a tabbed, indexed notebook copy of their exhibits.

Source text: Counsel for each party is required to provide the Court with a copy of that party's exhibits in a properly tabbed and indexed notebook.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Exhibit copies provided to the Court must be formatted in a properly tabbed and indexed notebook.

Source text: Counsel for each party is required to provide the Court with a copy of that party's exhibits in a properly tabbed and indexed notebook.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

All exhibits must be marked with the date and case number.

Source text: Parties must mark their exhibits to include the date and case number on each.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Joint Pretrial Order must include four lists of expected exhibits per party on the Clerk of Court’s provided form.

Source text: On a form like the one provided by the Clerk of the Court, each party will attach four lists of all exhibits expected to be offered and will make the exhibits available for opposing counsel’s examination. See sample at Appendix D-1.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Witness lists must be on a form similar to the Clerk's provided form, include required witness details, and follow Appendix D-2 sample.

Source text: On a form similar to the one provided by the Clerk of the Court, each party will attach four lists with the names and addresses of witnesses who may be called with a brief statement of the nature of their testimony. See sample at Appendix D-2.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Exhibit lists must be filed on Appendix D-1 form with specified header information and columns for exhibit details.

Source text: BROWNSVILLE DIVISION CIVIL ACTION NO. B- V. EXHIBIT LIST LIST OF: TYPE OF HEARING: JUDGE: CLERK: REPORTER: FERNANDO RODRIGUEZ, JR. BALVINA ESPINOZA SHEILA PERALES N O. DESCRIPTION OFR OBJ ADM DATE 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. APPENDIX “D-1”

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Applications for restraining orders or immediate relief must be filed through the District Clerk’s office at the specified address and phone number.

Source text: Applications for restraining orders or other applications for immediate relief must be made through the District Clerk’s office: U.S. District Clerk’s Office 600 E. Harrison Street, Suite 101 Brownsville, Texas 78520 (956) 548-2500

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

All pleadings must be filed electronically through the ECF system.

Source text: The Southern District of Texas requires the electronic filing of all pleadings. This reduces the burden on the District Clerk’s Office and increases the efficiency of the Court. Generally, all pleadings in this District must be filed through the Electronic Case Filing System (ECF).

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Leave of Court required for conventional filing of documents over 50 pages; electronic filing preferred.

Source text: Leave of Court is required for the conventional filing of documents greater than 50 pages in length. Such documents should be filed electronically when possible.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Leave of Court required for conventional filing of double-sided documents; electronic filing preferred.

Source text: Leave of Court is required for the conventional filing of documents printed on both sides. Such documents should be filed electronically when possible.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Leave of Court required for filing over-sized/irregular documents not readily imaged; electronic filing preferred.

Source text: Leave of Court is required for the filing of over-sized or irregularly shaped documents which are not capable of being readily imaged by court personnel and equipment. Such documents should be filed electronically when possible.

Judge Fernando Rodriguez, Jr.sdtxCRITICAL

Exhibits must be marked with party identity, case number, and exhibit number prior to Final Pretrial Conference.

Source text: Prior to the Final Pretrial Conference, the offering party will mark each exhibit to be offered with the party's identity, case number, and exhibit copy of that party's exhibits in a properly tabbed and indexed notebook.

Judge George C. Hanks Jr.sdtxCRITICAL

Proposed orders are prohibited from containing a bare signature block.

Source text: Do not submit a proposed order that contains a bare signature block.

Judge George C. Hanks Jr.sdtxCRITICAL

Proposed orders must use the Court's form and exclude system codes and billing numbers.

Source text: contain a proposed order setting forth the relief requested by the movant. Orders should be in the form used by the Court, and should not contain any document system codes or client/matter billing numbers.

Judge George C. Hanks Jr.sdtxCRITICAL

Append copies of cited authorities only if not in commonly used resources or easily accessible on Westlaw/Lexis.

Source text: Please append copies of cases and the relevant parts of authorities that are cited only if the authorities are not found in commonly used resources such as the United States Code, United States Supreme Court Reporter, Federal Reporters, Federal Rules Decisions, Federal Supplement, Southwestern Reporter Second or Third, or Vernon=s Revised Statutes and Codes Annotated. Unpublished authorities that are easily available on Westlaw or Lexis also do not need to be provided to the Court.

Judge George C. Hanks Jr.sdtxCRITICAL

Evidence relied on in motions/briefs/memoranda must be filed in separate appendices.

Source text: Copies of supporting affidavits, deposition testimony excerpts, and other evidence relied upon in the motion, brief, or memorandum should be separately filed in one or more appendices.

Judge George C. Hanks Jr.sdtxCRITICAL

Defendants must file their Joint Pretrial Order portions in proper format if plaintiffs fail to file timely.

Source text: If the plaintiff fails to file the Joint Pretrial Order, then the defendant is responsible for filing the defendant=s portions of the Proposed Pretrial Order in the Joint Pretrial Order format.

Judge George C. Hanks Jr.sdtxCRITICAL

For non-jury trials, Proposed Conclusions of Law must be filed in Microsoft Word format.

Source text: b. Proposed Conclusions of Law and email it to the Case Manager (electronically in Microsoft Word); and

Judge George C. Hanks Jr.sdtxCRITICAL

Disputed jury charge items must be formatted in bold, underline, or italics.

Source text: Each disputed instruction, definition, or question should be set out in bold type, underlined or italics and identified as disputed.

Judge George C. Hanks Jr.sdtxCRITICAL

Proposed jury charge must be submitted in Microsoft Word format via email to the Case Manager prior to trial.

Source text: d. Prior to the start of trial, the parties shall also submit the proposed charge electronically in Microsoft Word, by emailing it to the Case Manager.

Judge George C. Hanks Jr.sdtxCRITICAL

For non-jury trials, Proposed Findings of Fact must be filed in Microsoft Word format.

Source text: a. Proposed Findings of Fact and email it to the Case Manager (electronically in Microsoft Word);

Judge George C. Hanks Jr.sdtxCRITICAL

Offering parties should mark exhibits pre-trial with party name, case number, and exhibit number.

Source text: The offering party should mark its own exhibits prior to trial and include the party=s name, case number, and exhibit number on each exhibit to be offered. (Example: Smith Construction, 3:10-cv-0010, Ex. 1.)

Judge George C. Hanks Jr.sdtxCRITICAL

Jury instructions must be numbered, on separate sheets, with citations and authority.

Source text: Each requested instruction, definition, and interrogatory must be numbered and presented on a separate sheet of paper with the citation and authority upon which counsel rely.

Judge Jeffrey V. BrownsdtxCRITICAL

Joint Discovery/Case Management Plan must be in the form on Judge Brown’s homepage and filed 10 days before the Rule 16 conference.

Source text: A Joint Discovery/Case Management Plan, in the form found on Judge Brown’s homepage, must be filed at least 10 days before the Rule 16 conference.

Judge Jeffrey V. BrownsdtxCRITICAL

All filings must be double-spaced with 13-point or larger font.

Source text: Filings must be double-spaced and in 13-point or larger font.

Judge Jeffrey V. BrownsdtxCRITICAL

Filings must comply with Bluebook, Greenbook, and Redbook citation rules, with Greenbook prevailing over Bluebook conflicts.

Source text: Filings should substantially comply with The Bluebook: A Uniform System of Citation, the Texas Law Review’s The Greenbook: Texas Rules of Form and Manual on Usage & Style (a.k.a. “The Whitebook”), and Bryan Garner’s The Redbook: A Manual on Legal Style. Conflicts between The Bluebook and The Greenbook should be resolved in The Greenbook’s favor. Any citation to these rules should follow this example: Gal. Div. R. Prac. 5.

Judge Jeffrey V. BrownsdtxCRITICAL

Sound and video exhibits must be submitted on USB thumb drives, not CDs.

Source text: Exhibits consisting of sound or video files should be sent to the court in USB thumb drives—not on CDs.

Judge Jeffrey V. BrownsdtxCRITICAL

All responses, briefs, and pleadings must be filed in text-searchable PDF format, not scanned images.

Source text: responses, other briefs, and pleadings—must be filed in text-searchable PDF format, not as scanned images, so the court can search the text.

Judge Jeffrey V. BrownsdtxCRITICAL

Proposed orders in ex parte admiralty matters must be in Word (DOCX) format.

Source text: Plaintiffs/petitioners in ex parte admiralty matters should email Word versions of all proposed orders to Judge Edison’s Case Manager at ruben castro@txs.uscourts.gov.

Judge Jeffrey V. BrownsdtxCRITICAL

Designated documents must be marked with CONFIDENTIAL or CONFIDENTIAL—FOR ATTORNEYS’ EYES ONLY; non-documentary material must be designated equivalently.

Source text: 10. Documents shall be designated by stamping or otherwise marking the documents with the words “CONFIDENTIAL” or “CONFIDENTIAL—FOR ATTORNEYS’ EYES ONLY,” thus clearly identifying the category of Designated Material for which protection is sought under the terms of this Order. Designated Material not reduced to documentary form shall be designated by the producing party in a reasonably equivalent way.

Judge Jeffrey V. BrownsdtxCRITICAL

Deposition transcripts may be designated when recorded or by written notice to counsel; counsel must mark copies as directed, and exhibits must have the same confidentiality designation as the original material.

Source text: 13. Deposition transcripts or portions thereof may be designated either (a) when the testimony is recorded, or (b) by written notice to all counsel of record, 3 ===== PAGE 4 ===== transcript, in which case all counsel receiving such notice shall be responsible for marking the copies of the designated transcript or portion thereof in their possession or control as directed by the Designating Party. Pending expiration of the 10 business days, the deposition transcript shall be treated as designated. When testimony is designated at a deposition, the Designating Party may exclude from the deposition all persons other than those to whom the Designated Material may be disclosed under paragraph 5 of this Order. Any party may mark Designated Material as a deposition exhibit, provided the deposition witness is one to whom the exhibit may be disclosed under paragraph 5 of this Order, and the exhibit and related transcript pages receive the same confidentiality designation as the original Designated Material.

Judge John A. KazensdtxCRITICAL

Proposed Findings of Fact must be filed electronically in Microsoft Word format.

Source text: Proposed Findings of Fact (electronically in Microsoft Word).

Judge John A. KazensdtxCRITICAL

Proposed Conclusions of Law must be filed electronically in Microsoft Word format.

Source text: Proposed Conclusions of Law (electronically in Microsoft Word).

Judge John A. KazensdtxCRITICAL

Sealed documents must include 'SEALED' in the title, be docketed with '(SEALED)' suffix, and cannot be docketed as 'SEALED DOCUMENT' without court permission.

Source text: identified as “SEALED” in the title of the document. For example, a motion for summary judgment filed under seal must be docketed as “MOTION for Summary Judgment (SEALED).” No pleading may be filed for docketing simply as “SEALED DOCUMENT” without advance permission of the Court.

Judge John A. KazensdtxCRITICAL

Counsel must include their email addresses in all filings.

Source text: Counsel shall include in their filings their email addresses.

Judge John A. KazensdtxCRITICAL

Proposed jury instructions must be submitted on a CD in Microsoft Word format.

Source text: The proposed charges must also be submitted electronically on a CD in Microsoft Word.

Judge John A. KazensdtxCRITICAL

Proposed Findings of Fact for Non-Jury Trials must be filed in Microsoft Word (DOCX) format.

Source text: Proposed Findings of Fact (electronically in Microsoft Word).

Judge John A. KazensdtxCRITICAL

Proposed Conclusions of Law for Non-Jury Trials must be filed in Microsoft Word (DOCX) format.

Source text: Proposed Conclusions of Law (electronically in Microsoft Word).

Judge John A. KazensdtxCRITICAL

Parties must provide the Court with a complete printed set of exhibits in a tabbed, indexed notebook for trial use.

Source text: The parties must provide the Court with a complete printed set of exhibits for use at trial in a properly tabbed and indexed notebook.

Judge Julie K. HamptonsdtxCRITICAL

Interested party certificates must underline the names of corporations with publicly traded securities.

Source text: Underline the name of each corporation whose securities are publicly traded.

Judge Julie K. HamptonsdtxCRITICAL

Motion papers must use letter-size paper, minimum 12-point font, 1-inch margins (½ inch for footnotes/headers/footers), double-spaced except as noted.

Source text: Style. Use American letter-size paper, a minimum 12-point font, and a minimum of 1inch margins with ½ inch margins for footnotes, page numbers and any headers or footers. Double space except for lengthy quotations, headings, and footnotes.

Judge Julie K. HamptonsdtxCRITICAL

All legal authority and evidence must have pinpoint citations; specific citation formats required for different evidence types; use Bates numbers where available.

Source text: Provide pinpoint citation for all legal authority. Do the same for evidence. For instance, cite to page and line for depositions, to page and paragraph number for affidavits and pleadings, and to page and section number for contracts and similar materials. Use Bates numbers as the page reference where available.

Judge Julie K. HamptonsdtxCRITICAL

Appendix of Westlaw or Lexis-Nexis authorities must include a cover sheet identifying and separating each authority.

Source text: through Westlaw or Lexis-Nexis as an appendix to any filing. Provide a cover sheet to identify and separate each authority.

Judge Julie K. HamptonsdtxCRITICAL

Joint Pretrial Orders must be prepared using Form 6, adaptable within reason for case complexity.

Source text: Use Form 6 to prepare a Joint Pretrial Order. Adapt this form within reason to accommodate the nature and complexity of the case.

Judge Julie K. HamptonsdtxCRITICAL

Joint trial notebooks must include each party’s materials paired in order, with Joint Pretrial Order first in civil cases.

Source text: Confer and prepare a joint trial notebook to provide the Court. Include each party’s materials paired together in the order listed above. In civil cases, include the Joint Pretrial Order as the first item.

Judge Julie K. HamptonsdtxCRITICAL

Trial exhibit lists must be prepared using Form 7.

Source text: Use Form 7 to prepare a trial exhibit list. Also refer to Section 12.

Judge Julie K. HamptonsdtxCRITICAL

Each party must mark their exhibits with their name, the case number, and the exhibit number.

Source text: Each offering party must mark its own exhibits with the party’s name, case number, and exhibit number.

Judge Julie K. HamptonsdtxCRITICAL

Trial exhibit lists must only include exhibits intended in good faith for use before the jury during trial.

Source text: List only those exhibits intended in good faith for use before the jury during trial.

Judge Julie K. HamptonsdtxCRITICAL

Deposition designations must include a cover sheet, required pages, highlighted designations, and condensed transcripts when available.

Source text: The designator must prepare and have ready at the Court’s request each designated deposition. Include a cover sheet with concise summary of topics for each witness, the first deposition page, and at least two pages prior to and after any designation. Highlight in contrasting colors to indicate all designated testimony, counter-designations, and objections. Use a condensed transcript (four pages to one) when available.

Judge Julie K. HamptonsdtxCRITICAL

Disputed language in civil jury instructions must be marked with bold or italic font, and the requesting party must be identified.

Source text: Identify by bold or italicized font any disputed language and which party requests each competing version;

Judge Julie K. HamptonsdtxCRITICAL

Footnotes may not be used to argue or explain disagreements in civil jury instructions.

Source text: Do not use footnotes to argue or explain disagreements.

Judge Julie K. HamptonsdtxCRITICAL

Civil jury instruction filings must be submitted in Word (DOCX) format.

Source text: In civil cases, counsel for Plaintiff must also jointly submit a Word version by email or USB drive.

Judge Julie K. HamptonsdtxCRITICAL

Criminal jury instruction filings must be submitted in Word (DOCX) format by each party.

Source text: In criminal cases, counsel for Prosecution and Defense must each also submit a Word version by email or USB drive.

Judge Julie K. HamptonsdtxCRITICAL

Civil bench trial filings (proposed findings, conclusions, memorandum) must be submitted in Word (DOCX) format.

Source text: In civil cases, counsel for Plaintiff must also submit a Word version by email or USB drive.

Judge Keith P. EllisonsdtxCRITICAL

Appendices must be tabbed to easily locate contained materials.

Source text: Each appendix should contain a paginated table of contents and should be tabbed to locate easily the materials contained in the appendix.

Judge Keith P. EllisonsdtxCRITICAL

Agreed civil jury instructions must be submitted via email in Word format and hard copy at least one business day before trial.

Source text: (i) One set of proposed jury instructions that have been agreed to by counsel should be submitted to the Court electronically (via email in a Word format) and in hard copy at least one business day before the first day of trial. These instructions should be in the most final form possible.

Judge Keith P. EllisonsdtxCRITICAL

Contingent jury instructions must be marked in brackets and bold typeface.

Source text: contingent upon events that may occur during the trial (for example, an instruction to disregard testimony that has been ordered stricken from the record), the instruction should be clearly indicated in brackets and bold typeface.

Judge Keith P. EllisonsdtxCRITICAL

Contested jury instructions must be submitted via separate disk/email (Word format) and hard copy, with changes in brackets and bold italic.

Source text: If counsel cannot agree on a particular instruction, the proponent of the contested instruction should submit, on a separate disk or email in a Word format and in hard copy, an additional set of proposed jury instructions with the requested addition, deletion, or revision clearly indicated in brackets and bold italic typeface.

Judge Keith P. EllisonsdtxCRITICAL

Contingent civil jury instructions must be enclosed in brackets and formatted in bold typeface.

Source text: If the inclusion of any particular instruction is contingent upon events that may occur during the trial (for example, an instruction to disregard testimony that has been ordered stricken from the record), the instruction should be clearly indicated in brackets and bold typeface.

Judge Keith P. EllisonsdtxCRITICAL

Proponents of contested jury instructions must submit an additional set in Word format (via disk or email) and hard copy, with changes marked in brackets and bold italic.

Source text: the proponent of the contested instruction should submit, on a separate disk or email in a Word format and in hard copy, an additional set of proposed jury instructions with the requested addition, deletion, or revision clearly indicated in brackets and bold italic typeface.

Judge Keith P. EllisonsdtxCRITICAL

If special master/expert appointed, moving party must provide Opening Brief on disk/CD plus hard copy tabbed/bound in notebook to them.

Source text: If a special master or court-appointed expert has been appointed, the moving party must provide the Opening Brief on disk or CD along with a hard copy, tabbed and bound in notebook format with exhibits, to the special master or court-appointed expert.

Judge Keith P. EllisonsdtxCRITICAL

If special master/expert appointed, nonmoving party must provide Responsive Brief on disk/CD plus hard copy tabbed/bound in notebook to them.

Source text: If a special master or court-appointed expert has been appointed, the nonmoving party must supply a copy of its Response on disk or CD along with a hard copy, tabbed and bound in notebook format with exhibits, to the special master or court-appointed expert.

Judge Keith P. EllisonsdtxCRITICAL

If special master/expert appointed, moving party must provide Reply Brief on disk/CD plus hard copy tabbed/bound in notebook to them.

Source text: If a special master or court-appointed expert has been appointed, the moving party must provide the Reply Brief on disk or CD along with a hard copy, tabbed and bound in notebook format with exhibits, to the special master or court-appointed expert.

Judge Keith P. EllisonsdtxCRITICAL

Claim Construction Chart must be submitted in WordPerfect 8.0 or higher format per P.R. 4-5(d).

Source text: Parties to submit Claim Construction Chart in WordPerfect 8.0 (or higher) format in compliance with P.R. 4-5(d).

Judge Keith P. EllisonsdtxCRITICAL

Depositions read into evidence must be edited to exclude irrelevant/repetitious testimony; only relevant portions allowed.

Source text: All depositions to be read into evidence as part of the parties’ case-in-chief must be EDITED (with notice to opposing parties) to exclude all unnecessary, repetitious, and irrelevant testimony. ONLY those portions relevant to the issues in controversy may be read into evidence.

Judge Marina Garcia MarmolejosdtxCRITICAL

Conventionally filed (non-electronic) appendices must be tabbed at the right margin.

Source text: Conventionally filed (i.e., not electronically) appendices and all courtesy copies should be tabbed at the right margin to facilitate location of the materials cited.

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Findings of Fact must be filed electronically in Corel WordPerfect X3+ or Microsoft Word, with references to supporting testimony and exhibits.

Source text: Proposed Findings of Fact (electronically in Corel WordPerfect X3 or higher, or Microsoft Word). Counsel are strongly encouraged to include references to testimony and exhibits that support each proposed finding;

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Conclusions of Law must be filed electronically in Corel WordPerfect X3+ or Microsoft Word, with citations to supporting legal authority.

Source text: Proposed Conclusions of Law (electronically in Corel WordPerfect, X3 or higher, or Microsoft Word). Each proposed conclusion of law shall contain citation to legal authority supporting the conclusions;

Judge Marina Garcia MarmolejosdtxCRITICAL

Exhibits must be marked with the date and case number on each.

Source text: Parties must mark their exhibits to include the date and case number on each.

Judge Marina Garcia MarmolejosdtxCRITICAL

Memoranda of law must use 12-point font, double spacing, and 1-inch margins.

Source text: 12-point font, double-spaced, with 1” margins

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Findings of Fact must be electronic in Corel WordPerfect X3+ or Microsoft Word; encourage referencing supporting testimony and exhibits.

Source text: Proposed Findings of Fact (electronically in Corel WordPerfect X3 or higher, or Microsoft Word). The Court strongly encourages counsel to reference testimony and exhibits that support each proposed finding of fact;

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Conclusions of Law must be electronic in Corel WordPerfect X3 or higher, or Microsoft Word.

Source text: Proposed Conclusions of Law (electronically in Corel WordPerfect X3 or higher, or Microsoft Word).

Judge Marina Garcia MarmolejosdtxCRITICAL

Exhibits must be submitted via JERS on single storage device to Case Manager by noon day before trial; JERS is only allowed method.

Source text: The Court will use the Jury Evidence Recording System (JERS) to capture evidence electronically during the trial. This is the only method by which evidence may be submitted, and the parties must submit all files on a single storage device to the Case Manager by noon on the day before trial. For further instructions on the proper use of JERS, including the acceptable storage devices, file formats, and naming conventions, refer to the Court’s JERS information page on the Court’s website.

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Findings of Fact must be electronic in Corel WordPerfect X3+ or Microsoft Word; counsel encouraged to reference supporting testimony/exhibits.

Source text: Proposed Findings of Fact (electronically in Corel WordPerfect X3 or higher, or Microsoft Word). The Court strongly encourages counsel to reference testimony and exhibits that support each proposed finding of fact;

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Conclusions of Law must be electronic in Corel WordPerfect X3+ or Microsoft Word.

Source text: Proposed Conclusions of Law (electronically in Corel WordPerfect X3 or higher, or Microsoft Word).

Judge Marina Garcia MarmolejosdtxCRITICAL

JERS is the only accepted method for electronic evidence submission; files must be submitted on single storage device to Judicial Assistant by noon day before trial.

Source text: The Court will use the Jury Evidence Recording System (JERS) to capture evidence electronically during the trial. This is the only method by which evidence may be submitted, and the parties must submit all files on a single storage device to the Judicial Assistant by noon on the day before trial. For further instructions on the proper use of JERS, including the acceptable storage devices, file formats, and naming conventions, refer to the Court’s JERS information page on the Court’s website.

Judge Marina Garcia MarmolejosdtxCRITICAL

Conventionally filed appendices and all courtesy copies must be tabbed at the right margin.

Source text: Conventionally filed (i.e., not electronically) appendices and all courtesy copies should be tabbed at the right margin to facilitate location of the materials cited.

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Findings of Fact must be filed electronically in Corel WordPerfect X3 or higher or Microsoft Word.

Source text: Proposed Findings of Fact (electronically in Corel WordPerfect X3 or higher, or Microsoft Word). Counsel are strongly encouraged to include references to testimony and exhibits that support each proposed finding;

Judge Marina Garcia MarmolejosdtxCRITICAL

Proposed Conclusions of Law must be filed electronically in Corel WordPerfect X3 or higher or Microsoft Word, with citations to legal authority.

Source text: Proposed Conclusions of Law (electronically in Corel WordPerfect, X3 or higher, or Microsoft Word). Each proposed conclusion of law shall contain citation to legal authority supporting the conclusions;

Judge Nicholas Jon GanjeisdtxCRITICAL

Joint Pretrial Orders must use the forms provided on the Court’s website.

Source text: Use the forms provided on the Court’s website: https://www.txs.uscourts.gov/page/district-magistrate- judges-procedures-schedules.

Judge Nicholas Jon GanjeisdtxCRITICAL

Trial deposition excerpts with objections must have the objections and corresponding questions/answers highlighted.

Source text: Trial Deposition excerpts when objections have been lodged. Highlight the objections and the questions/answers to which those objections are directed.

Judge Nicholas Jon GanjeisdtxCRITICAL

Hard copy courtesy copies must be tabbed at the right margin, stored in binders no larger than 4 inches, and marked with the CM/ECF docket number unless urgent.

Source text: When providing hard copies, organize exhibits and attachments by tab at the right margin. Use the smallest binders that comfortably hold the material. Do not use binders larger than four inches. Divide into multiple binders when necessary. Provide courtesy copies marked with the file-stamped CM/ECF system docket number unless submitted on an urgent basis.

Judge Nicholas Jon GanjeisdtxCRITICAL

All draft proposed orders must be prepared using Form 5.

Source text: Use Form 5 to prepare draft proposed orders.

Judge Nicholas Jon GanjeisdtxCRITICAL

Motion papers must use letter-size paper, 1-inch margins (0.5 inches for footnotes/headers/footers), double spacing (with exceptions), and specified fonts/sizes.

Source text: b. Style: Use American letter-size paper, and a minimum of 1-inch margins with ½-inch margins for footnotes, page numbers and any headers or footers. Double space except for lengthy quotations, headings, and footnotes. Acceptable fonts are Times New Roman size 13 or larger, Book Antiqua size 12 or larger, and Century Schoolbook size 12 or larger.

Judge Nicholas Jon GanjeisdtxCRITICAL

Supporting evidence must be filed as separate exhibits with cover sheets; numerous exhibits require a table of contents; exhibits must be uploaded as separate CM/ECF attachments.

Source text: g. Supporting Evidence: Supply affidavits, deposition testimony excerpts, and supporting documents as separate exhibits to the filing. Provide a cover sheet to identify and separate each exhibit. Prepare and submit a table of contents when attachments are numerous. Upload exhibits as separate attachments during filing on the CM/ECF system.

Judge Nicholas Jon GanjeisdtxCRITICAL

Civil Joint Pretrial Orders must be prepared using Form 6, adaptable within reason for case complexity.

Source text: Use Form 6 to prepare a Joint Pretrial Order. Adapt this form within reason to accommodate the nature and complexity of the case.

Judge Nicholas Jon GanjeisdtxCRITICAL

Deposition designations must be prepared using Form 9.

Source text: Use Form 9 to prepare deposition designations.

Judge Nicholas Jon GanjeisdtxCRITICAL

Trial exhibit lists must use Form 7; exhibits must be marked with party name, case number, exhibit number, and only list exhibits intended for trial use.

Source text: Use Form 7 to prepare a trial exhibit list. Also refer to Section 12. Each offering party must mark its own exhibits with the party’s name, case number, and exhibit number. List only those exhibits intended in good faith for use during trial.

Judge Nicholas Jon GanjeisdtxCRITICAL

Trial witness lists must be prepared using Form 8.

Source text: Use Form 8 to prepare the trial witness list.

Judge Nicholas Jon GanjeisdtxCRITICAL

Deposition designations must include a cover sheet with required contents, use contrasting colors for designations/objections, and use condensed transcripts when available.

Source text: Include a cover sheet with concise summary of topics for each witness, the first deposition page, and at least two pages prior to and after any designation. Highlight in contrasting colors to indicate all designated testimony, counter-designations, and objections. Use a condensed transcript (four pages to one) when available.

Judge Nicholas Jon GanjeisdtxCRITICAL

For bench trials, the entire deposition must be offered marked as an exhibit.

Source text: For bench trials, also offer the entire deposition marked as an exhibit.

Judge Nicholas Jon GanjeisdtxCRITICAL

Juror questionnaires must not be copied and must be returned after jury selection concludes.

Source text: Do not make copies. Return all questionnaires on conclusion of jury selection.

Judge Nicholas Jon GanjeisdtxCRITICAL

Disputed language in joint proposed jury charge must be marked with bold, italic, or different color font, noting the requesting party.

Source text: Identify by bold, italicized, or differently colored font any disputed language and which party requests each competing version.

Judge Nicholas Jon GanjeisdtxCRITICAL

Civil cases require plaintiff's counsel to submit Word version of jury charge by email to Court's Case Manager.

Source text: In civil cases, counsel for Plaintiff must also submit a Word version by email to the Court’s Case Manager.

Judge Nicholas Jon GanjeisdtxCRITICAL

Agreed post-trial findings and conclusions must use black font; disagreed items must use different color font per party.

Source text: Use black font for all agreed findings and conclusions. Make it clear in the proposed findings that this means that the parties are agreed as to those. Where the parties disagree, use different color font. For example, if the parties do not agree on finding of fact number 7, plaintiff should submit their proposed number 7 in red and the defendant should submit their proposed number 7 in blue.

Judge Nicholas Jon GanjeisdtxCRITICAL

Civil cases require plaintiff's counsel to submit a Word version of documents via email to the Case Manager.

Source text: In civil cases, counsel for Plaintiff must also submit a Word version by email to the Case Manager.

Judge Nicholas Jon GanjeisdtxCRITICAL

Criminal cases require prosecution and defense counsel to each submit a Word version of documents via email.

Source text: In criminal cases, counsel for Prosecution and Defense must each submit a Word version by email.

Judge Richard W. BennettsdtxCRITICAL

Joint proposed jury charge must be separately numbered and presented on a separate page.

Source text: A single, joint proposed jury charge, including all instructions, definitions, and questions, separately numbered and presented on a separate page, with authority.

Judge Richard W. BennettsdtxCRITICAL

Disputed language in joint proposed jury charge must be bold/italic/underlined and labeled with requesting party.

Source text: If there are instructions, definitions, or questions as to which the parties cannot agree, the disputed language is to be set out in bold type, italics, or underlined to identify it as disputed and labeled to indicate which party is requesting the disputed language.

Judge Richard W. BennettsdtxCRITICAL

Proposed jury charge must be submitted on CD compatible with Corel WordPerfect 11 or Microsoft Word 2003 or later.

Source text: The proposed charge must also be submitted on a CD compatible with Corel WordPerfect 11 word processing or Microsoft Word 2003 or later.

Judge Richard W. BennettsdtxCRITICAL

All motions must be double-spaced, 13-point font, 1-inch margins unless leave of court is granted.

Source text: Without leave of court, all motions are limited to 25 double-spaced pages with 13-point font and 1” margins.

Judge Richard W. BennettsdtxCRITICAL

Parties must submit Findings of Fact and Conclusions of Law as electronic Word documents.

Source text: Parties must submit Findings of Fact and Conclusions of Law to the court in an electronic Word document.

Judge Richard W. BennettsdtxCRITICAL

Proposed jury charge must be submitted to the Case Manager as an electronic Word document.

Source text: The parties shall submit the proposed charge to the Case Manager in an electronic Word document.

Judge Richard W. BennettsdtxCRITICAL

Deposition excerpts should use color-coded highlighting for each party's designations.

Source text: Counsel must provide the court with a single copy of any deposition from which excerpts will be used at trial and should use color-coded highlighting to represent each parties’ requested deposition excerpts.

Judge Rolando OlverasdtxCRITICAL

Restraining order and immediate relief applications must be filed with the District Clerk’s Office at the specified address.

Source text: A. Applications for restraining orders and other applications for immediate relief must be filed with the District Clerk’s Office: U.S. District Clerk’s Office 600 E. Harrison Street, Suite 101 Brownsville, Texas 78520 (956) 548-2500

Judge Rolando OlverasdtxCRITICAL

All pleadings must be electronically filed through ECF, following Administrative Procedures for Electronic Filing; FAQ answers from District Clerk’s Office.

Source text: A. All pleadings are to be electronically filed through the Electronic Case Filing System (“ECF”). Electronic filings must follow the “Administrative Procedures for Electronic Filing in Civil and Criminal Cases.” Answers to frequently asked questions about electronic filing may be obtained from the District Clerk’s Office.

Judge Rolando OlverasdtxCRITICAL

Filings with 50 or more pages (including attachments) require electronic filing plus hard copy to District Clerk’s Office within seven days of electronic filing.

Source text: B. If a filing, including attachments, contains 50 pages or more, the party must submit the filing electronically and submit a hard copy to the District Clerk’s Office. The hard-copy filing must be submitted to the District Clerk’s Office within seven days after the electronic

Judge Rolando OlverasdtxCRITICAL

Joint proposed scheduling order must use the Court’s template.

Source text: At least 5 days before the initial pretrial conference, counsel must file a joint proposed scheduling order using the Court’s template and the certificate regarding generative artificial intelligence.

Judge Rolando OlverasdtxCRITICAL

Exhibits must be marked with party name, case number, and exhibit number; exchanged and e-filed by JPO deadline.

Source text: All exhibits and witness lists must be marked and exchanged between counsel on the same date as the JPO deadline. The offering party will mark each of his/her own exhibits with the party’s name, case number, and exhibit number. All exhibits and witness lists must be filed electronically by the JPO deadline.

Judge Rolando OlverasdtxCRITICAL

Parties must submit hard copy exhibits in tabbed, indexed binders to the Court by the Final Pretrial Conference.

Source text: Counsel for each party must provide the Court with a hard copy of its exhibits in a tabbed and indexed binder by the Final Pretrial Conference.

Judge Rolando OlverasdtxCRITICAL

Stipulations of Dismissal must be received in writing.

Source text: Stipulations of Dismissal, under FRCP 41(a)(1)(A)(ii), must be received in writing and must be signed by all parties who have appeared.

Judge Rolando OlverasdtxCRITICAL

Notices of Settlement must be received in writing.

Source text: Notices of Settlement must be received in writing and must include a separate Agreed Judgment or Stipulation of Dismissal within 30 days of the Notice of Settlement.

Judge Rolando OlverasdtxCRITICAL

All exhibits must be marked with the date and case number.

Source text: Parties must mark each exhibit with the date and case number.

Judge Rolando OlverasdtxCRITICAL

All exhibits must be provided to the Court and opposing counsel in tabbed, indexed binders.

Source text: Copies of all exhibits must be provided to the Court and to opposing counsel in tabbed, indexed binders.

Judge Rolando OlverasdtxCRITICAL

Exhibits, witness lists, and expert reports must be provided to the Court and opposing counsel in tabbed, indexed binders for jury trials.

Source text: A copy of all exhibits, witness lists, and expert or agent reports must be provided to the Court and to opposing counsel in tabbed, indexed binders.

Judge Rolando OlverasdtxCRITICAL

Proposed voir dire questions must be filed electronically at least 10 days before trial.

Source text: At least 10 days before trial, proposed voir dire questions must be filed electronically.

Judge Rolando OlverasdtxCRITICAL

Proposed jury instructions must be filed electronically at least 10 days before trial.

Source text: At least 10 days before trial, proposed jury instructions must be filed electronically.

Judge Rolando OlverasdtxCRITICAL

Exhibits must be provided to opposing counsel in tabbed, indexed binders.

Source text: Exhibits must be provided to opposing counsel in tabbed, indexed binders.

Judge Yvonne Y. HosdtxCRITICAL

All briefs must use 13-point proportionally spaced text, 12-point footnotes, double spacing, 1-inch margins, full justification; citations to authorities/exhibits must be in document body, not footnotes.

Source text: All briefs must be in 13-point proportionately spaced font for text, with 12-point font for footnotes, double-spaced with one-inch margins, and full-justified. Minimize your use of footnotes. Do not put citations to authorities or exhibits in footnotes. Those must be in the body of the document.

Judge Yvonne Y. HosdtxCRITICAL

All requested jury instructions must be numbered, substantiated with authority in footnotes, and note pattern jury charge modifications.

Source text: Every requested instruction, definition, and question must be numbered and substantiated (in footnotes) with authority. Identify any modifications to language from pattern jury charges.

Judge Yvonne Y. HosdtxCRITICAL

Disputed jury instructions must be formatted in bold, underline, or italics (no contrasting color) and include footnotes identifying requesting party and opposition basis.

Source text: Every disputed instruction, definition, or question must be set out in bold type, underlined text, or italics (not in a contrasting font color). For all disputed items, include footnotes that identify (a) which party is requesting them; and (b) the opposing party’s basis for disputing their inclusion.

Judge Yvonne Y. HosdtxCRITICAL

Proposed jury charge and verdict form must be in Microsoft Word (DOCX) format.

Source text: Email the Case Manager electronic copies of the proposed jury charge and verdict form, in Microsoft Word. See supra § 1(e).

Judge Yvonne Y. HosdtxCRITICAL

Trial materials must be printed double-sided, in binders of 4 inches or less, with index and corresponding tabs.

Source text: printed double-sided, placed in binders of 4-inches or less, and complete with an index and corresponding tabs

Judge Yvonne Y. HosdtxCRITICAL

Trial exhibits must be pre-marked with the party's name, case number, and exhibit number.

Source text: All exhibits must be pre-marked with the party’s name, case number, and exhibit number.

Judge Yvonne Y. HosdtxCRITICAL

Proposed jury instructions must be numbered, on separate pages, with citations to authority.

Source text: proposed jury instructions, definitions—with each instruction and definition numbered, presented on a separate page, and supported by citations to authority

Judge Andrew S. HanensdtxWARNING

Appendices must include a paginated table of contents and be tabbed for easy navigation.

Source text: All appendices should contain a paginated table of contents and should be tabbed such that the Court can locate the materials more readily.

Judge Charles R. Eskridge IIIsdtxWARNING

Courtesy copies of filings exceeding 100 pages must be double-sided, bound in tabbed binders no larger than 4 inches, and marked with the ECF docket number unless urgent.

Source text: When providing copies of filings over one hundred pages, print double-sided and submit in a binder. Organize exhibits and attachments by tab at the right margin. Use the smallest binders that comfortably hold the material, but not larger than four inches. Divide into multiple binders when necessary. Provide courtesy copies marked with the file-stamped CM/ECF system docket number unless submitted on an urgent basis.

Judge Charles R. Eskridge IIIsdtxWARNING

Footnotes strongly disfavored; must use same font as main text, and evidence/argument in footnotes is disregarded.

Source text: Footnotes are strongly disfavored. Their use is discouraged by the setting of word limits rather than page limits. Use the same font as text for any footnote believed necessary. Evidence or argument raised only by footnote will be disregarded.

Judge Charles R. Eskridge IIIsdtxWARNING

Pinpoint citations required for all legal authority; specific citation formats required for depositions, affidavits, pleadings, contracts; Bates numbers preferred.

Source text: Provide pinpoint citation for all legal authority. For evidence, cite to page and line for depositions, to page and paragraph number for affidavits and pleadings, and to page and section number for contracts and similar materials. Use Bates number as the page reference where available.

Judge Charles R. Eskridge IIIsdtxWARNING

Footnotes may not be used to argue or explain disagreements in civil jury instructions.

Source text: Don’t use footnotes to argue or explain disagreements.

Judge Drew B. TiptonsdtxWARNING

The Court disfavors footnotes and disregards evidence or argument raised solely in footnotes.

Source text: The Court disfavors footnotes. The Court disregards evidence or argument raised only in footnotes.

Judge Drew B. TiptonsdtxWARNING

Pinpoint citations are required for all legal authority and evidence, with specific formatting per document type, and Bates numbers where available.

Source text: Provide pinpoint citation for all legal authority. Do the same for evidence. For instance, cite to page and line for depositions, to page and paragraph number for affidavits and pleadings, and to page and section number for contracts and similar materials. Use Bates numbers as the page reference where available.

Judge Drew B. TiptonsdtxWARNING

Trial exhibit lists cannot be amended or supplemented after filing unless parties agree.

Source text: Exhibit lists may not be amended or supplemented after this date unless by agreement.

Judge Drew B. TiptonsdtxWARNING

Only exhibits intended in good faith for trial may be listed on trial exhibit lists.

Source text: List only those exhibits intended in good faith for use during trial.

Judge Drew B. TiptonsdtxWARNING

Exhibits must be exchanged via agreed method, or USB/electronic transfer if no agreement is reached.

Source text: Seek agreement on the form of exchange. Absent agreement, exchange well-organized USB drives or provide for similar electronic transfer or

Judge George C. Hanks Jr.sdtxWARNING

Counsel must use a numbering system for documents during discovery and pretrial process.

Source text: Counsel should use a numbering system during the discovery process to allow for the orderly discussion of documents during the discovery and pretrial process.

Judge John A. KazensdtxWARNING

Do not append copies of cited authorities to briefs/motions unless they are unpublished or unavailable via Westlaw or Lexis-Nexis.

Source text: Do not append copies of cases and the relevant parts of authorities that are cited in a brief, memorandum, or motion unless the authorities are not published or reasonably available through Westlaw or Lexis-Nexis.

Judge Julie K. HamptonsdtxWARNING

Courtesy copies of filings over 50 pages must be double-sided, submitted in a three-ring binder no larger than four inches, with exhibits tabbed at the right margin.

Source text: When providing copies of filings over fifty pages, print double-sided and submit in a binder. Organize exhibits and attachments by tab at the right margin. Use the smallest binders that comfortably hold the material. Do not use binders larger than four inches. Divide into multiple binders when necessary.

Judge Julie K. HamptonsdtxWARNING

Courtesy copies must be marked with the file-stamped CM/ECF docket number unless submitted urgently.

Source text: Provide courtesy copies marked with the file-stamped CM/ECF system docket number unless submitted on an urgent basis.

Judge Julie K. HamptonsdtxWARNING

Footnotes are disfavored; the court disregards any evidence or argument raised only in footnotes.

Source text: The Court disfavors footnotes and discourages their use by setting word limits rather than page limits. The Court disregards evidence or argument raised only by footnote.

Judge Nicholas Jon GanjeisdtxWARNING

Pinpoint citations required for all legal authority; specific citation formats required for evidence; Bates numbers required where available.

Source text: f. Citations: Provide pinpoint citation for all legal authority. For evidence, cite to page and line for depositions, to page and paragraph number for affidavits and pleadings, and to page and section number for contracts and similar materials. Use Bates numbers as the page reference where available.

Judge Nicholas Jon GanjeisdtxWARNING

Legal authorities not on Westlaw or Lexis must be appended as an appendix with a cover sheet.

Source text: h. Copies of Legal Authority: Supply all cases or other authority not readily available through Westlaw or Lexis-Nexis as an appendix to any filing. Provide a cover sheet to identify and separate each authority.

Judge Rolando OlverasdtxWARNING

Joint Pretrial Order must use the Court-provided form.

Source text: Counsel must adapt the “Joint Pretrial Order form” provided by the Court.

Bankruptcy Eduardo V. RodriguezsdtxINFO

Most recent draft of proposed confirmation order with redline changes should be filed before hearing.

Source text: Prior to a hearing, Judge Rodriguez would like the most recent draft to be filed on the docket, with a “redline” demonstrating whatever changes have been made since the original proposed order was filed.

Chief Judge Randy CranesdtxINFO

Joint Pretrial Order form should be followed, with reasonable adaptations allowed for case size and nature.

Source text: The form for the Joint Pretrial Order should be followed, but may be adapted within reason to accommodate the size and nature of the case.

Chief Judge Randy CranesdtxINFO

Pretrial orders required by judges may use the form provided in Appendix B.

Source text: LR16.2. Pretrial Order. The form of the pretrial order in Appendix B is acceptable to the judges who require one.

Judge George C. Hanks Jr.sdtxINFO

Joint Pretrial Orders should use the Court's attached form, with reasonable adaptations allowed.

Source text: A form Joint Pretrial Order is attached. It should be followed, but may be adapted, within reason, to accommodate the size and nature of the case.

Judge George C. Hanks Jr.sdtxINFO

Recorded depositions should be edited to remove dead air.

Source text: Recorded depositions should be edited to remove “dead air”.

Common questions about Southern District of Texas document format requirements

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes file format PDF, bookmarks identifying each exhibit, bookmarks set to portions cited or referenced in motion or brief, and highlight referenced portion if motion/brief refers to small portion of exhibit. Exhibits over 50 pages provided as PDF must include bookmarks for each exhibit and cited portions, and highlight small referenced portions.

View ruleSource: page 6, section VI. MOTION PRACTICE

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes file format docx. Findings of fact and conclusions of law must be submitted as electronic Word documents.

View ruleSource: page 7, section VII. Trial

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes leave of court required for conventional double-sided documents and electronic filing preferred when possible. Leave of Court required for conventional double-sided filing, with electronic filing preferred.

View ruleSource: page 5, section ELECTRONIC FILINGS

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes on the date the joint pretrial order is filed, each party must file: exhibit list, witness list, deposition designations, motions in limine, voir dire topics, proposed joint jury charge (jury trials), proposed findings of fact and conclusions of law (bench trials). Each party must file required pretrial filings on the date the Joint Pretrial Order is filed.

View ruleSource: page 14, section REQUIRED PRETRIAL FILINGS

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes file format docx, submit additional set via separate disk or email, submit hard copy, and changes indicated in brackets and bold italic typeface. Proponents of contested jury instructions must submit an additional set in Word format (via disk or email) and hard copy, with changes marked in brackets and bold italic.

View ruleSource: page 9

What formatting rules apply to filings in Southern District of Texas?

Southern District of Texas' formatting rule includes file format docx. Civil cases require plaintiff's counsel to submit a Word version of documents via email to the Case Manager.

View ruleSource: page 25, section Court Copies