Pierce County Superior Court Document Filing Requirements

Applies to

Certificate

Must include

case number

The provider must give each attendee a Certificate of Completion containing specified attendance, court-cause, and filing information.

The provider shall give each attendee a Certificate of Completion. The certificate shall include the name of the person attending the seminar, the location and date of attendance, the Superior Court cause number, and the date of filing with the court.

Applies to

Proposed order

Must include

proposed order

In family law matters, attorneys and self-represented parties must prepare proposed orders for presentation at the hearing and use mandatory Family Law pattern forms when applicable.

In all family law matters, attorneys and self-represented parties shall have proposed orders prepared for presentation to the court at the time of the hearing (using mandatory Family Law pattern forms if applicable).

Applies to

Jury instructions

The Plaintiff/Petitioner must submit a complete jury-instruction set, while the Defendant/Respondent may submit only differing or supplemental instructions.

(b) Composition. The Plaintiff/Petitioner shall submit a complete set of jury instructions. The Defendant/Respondent shall only submit instructions that differ from the Plaintiff/Petitioner’s instructions or are supplemental instructions.

Applies to

Jury instructions

Cited jury instructions must include an original for the Judicial Assistant, one copy for each party, and a bench copy for the judge, with an identifying cover sheet and stapled copies.

(1) Cited Copies. An original to be filed with the Judicial Assistant, one copy for each party, and a bench copy for the Judge. The Cited Copies should contain a cover sheet indicating which party is submitting the instructions. The Cited Copies should be stapled.

Applies to

Jury instructions

One uncited, unstapled copy in the same sequence as the cited set must be submitted to the Judicial Assistant on the first day of trial, with an “uncited” cover sheet.

(2) Uncited Copy. One uncited copy of the jury instructions should be submitted to the Judicial Assistant on the first day of trial and should be in the same sequence as the cited set but are not numbered and are not stapled. The cover sheet should indicate “uncited.”

Applies to

Status report

Parties must file a status report by the close of business on the seventh court day before the mandatory court review hearing, except for matters marked with an asterisk.

Parties shall file a status report with the court no later than the close of business on the seventh court day before the day set for hearing, except for those matters noted with an * above.

Applies to

Civil hearing information form

Must include

proposed order

For probate/trust, guardianship/conservatorship, other protective-arrangement, and minor-settlement cases, proposed orders must be provided with the Civil Hearing Information Form.

For probate/trust, guardianship/conservatorship/other protective arrangements, and minor settlement cases, proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Trial by affidavit certificate

When trial by affidavit is granted, the parties or their attorneys must file and serve the Trial By Affidavit Certificate.

If the request for trial by affidavit is granted, the self-represented parties or their attorneys shall file and serve a form entitled Trial By Affidavit Certificate, as set forth in Appendix, Form C.

Applies to

Motion for revision

A motion or cross-motion for revision must specifically identify each portion challenged by paragraph or page and line numbers.

All motions and cross-motions shall state with specificity any portion of the Commissioner's order or judgment sought to be revised, identifying those portions by paragraph or page and line numbers.

Applies to

Motion for revision

The moving party must provide the reviewing court with copies of all documents considered by the Court Commissioner when filing a motion for revision.

At the time a motion for revision is filed, the moving party shall provide the reviewing court copies of all documents submitted by all parties that were considered by the Court Commissioner in making the decision sought to be revised.

Applies to

Hearing transcript

When sworn testimony was taken during a Court Commissioner hearing for which revision is sought, the entire hearing must be transcribed.

When seeking revision of a ruling of a Court Commissioner in which sworn testimony was taken during the hearing, the entire hearing shall be transcribed in accordance with RAP 9.2(e) and (f), GR 35, and PCLGR 35.

Applies to

Hearing information form

Each attorney and self-represented party must submit one appropriate Hearing Information Form in advance: Form T for family law cases and Form U for other civil matters, subject to the stated exception.

Except as provided in (G) below, every attorney and self-represented party shall each submit in advance one Hearing Information Form; family law cases shall use the Family Law Hearing Information Form (Form T) described in (F) below; other civil matters shall use the Civil Hearing Information Form (Form U) described in (G) below.

Applies to

Unlawful detainer case

Must include

proposed order

In unlawful detainer matters, attorneys and self-represented parties must have proposed orders prepared for presentation at the hearing.

In all unlawful detainer matters, attorneys and self-represented parties shall have proposed orders prepared for presentation to the court at the time of the hearing.

Applies to

Motion for reconsideration

Must include

proposed order

A proposed order must accompany the working copies of a Motion for Reconsideration in the manner specified by the referenced local rules.

A proposed order shall be delivered along with working copies in accordance with PCLR 7(a)(7) or 7(b)(1)(H).

Applies to

Motion to shorten time

Every Motion to Shorten Time must be written and supported by a declaration or affidavit explaining the reasons for shortened time and how notice or attempted notice was provided to all other parties.

All Motions to Shorten Time shall be in writing and supported by declaration or affidavit that (a) states the reasons why the matter should be heard on shortened time and (b) sets forth the manner and method by which notice, or attempted notice, was provided to all other parties regarding presentation of the Motion to Shorten Time.

Applies to

Brief

Briefs or memoranda must be submitted for hearings involving disputed questions of law.

Briefs/Memoranda shall be submitted for all hearings involving disputed questions of law.

Applies to

Form e and financial declaration

In family law cases, the parties must file Form E and an updated Financial Declaration by noon three court days before trial.

The parties shall file Form E and an updated Financial Declaration with the court no later than noon three (3) court days before the scheduled start of the trial.

Applies to

Proposed child support order and proposed parenting plan

In family law cases involving children, the parties must file a proposed child support order and proposed parenting plan by noon three court days before trial.

If the case involves children the parties shall also file a Proposed Child Support Order and a Proposed Parenting Plan with the court no later than noon three (3) court days before the scheduled start of the trial.

Applies to

ADR certification or declaration

At least 30 days before trial, each party in a non-family-law case or a family-law case without children must submit a certification or declaration of participation in one or more forms of ADR.

At least 30 days prior to trial the parties shall each submit a certification or declaration that they have participated in one or more types of ADR, including, but not limited to: formal negotiations that included an exchange of written proposals; private settlement conference; arbitration; or mediation.

Applies to

Proposed parenting plan or residential schedule

Each attorney or self-represented party must prepare and submit a proposed parenting plan or residential schedule and a Domestic Relations Information Form to Superior Court Administration and the opposing party or self-represented party no later than two court days before the settlement conference.

Each attorney and/or self-represented party shall prepare a proposed parenting plan/residential schedule and a Domestic Relations Information Form and submit the same to Superior Court Administration and opposing counsel or opposing self-represented party not later than two (2) court days prior to the settlement conference.

Applies to

Domestic relations information form

Each party must file and serve the court-approved Domestic Relations Information Form before a final hearing or trial in the specified contested family-law matters.

Before all final hearings or trials in contested dissolution, invalidity, legal separation, and committed intimate relationship (meretricious relationship or domestic partnership) cases, each party shall file and serve on the opposing party a Domestic Relations Information Form approved by the Court.

Applies to

Domestic relations information form

The information in the Domestic Relations Information Form must be verified under oath.

Such information shall be verified under oath.

Applies to

Final documents

At the final hearing in the specified uncontested family-law matters, the attorney or self-represented party must present the applicable final documents to the court for signature.

At the time of final hearing of any uncontested dissolution, invalidity, legal separation, committed intimate relationship (meretricious relationship), parenting plan, or domestic partnership, the attorney for the applicant or the self-represented party shall present to the court for signature appropriate Findings and Conclusions, Final Order, Child Support Order, Child Support Worksheets, Residential Time Summary, and Parenting Plan/Residential Schedule, if applicable.

Applies to

Findings and conclusions

In dissolution and legal-separation cases, the petitioner must sign the Findings and Conclusions or a separate verification under penalty of perjury when the final documents are e-filed.

For dissolutions and legal separations only, at the time of e-filing, the Findings and Conclusions or a separate verification shall be signed under penalty of perjury by the Petitioner in the form set forth below.

Applies to

Findings and conclusions

When the respondent has appeared and agrees to entry of the proposed final papers, both petitioner and respondent must sign the Findings and Conclusions under penalty of perjury.

In the event there has been an appearance by the Respondent, but the Respondent agrees to the entry of the final papers as proposed, both the Petitioner and Respondent shall sign the Findings and Conclusions under penalty of perjury in the form set forth below.

Applies to

Income verification

When minor children are involved, the parties must submit specified income-verification documents unless those documents are already in the court file.

If the parties have minor children, the parties shall submit verification of income including: most recent two years’ tax returns and W-2s for both parties (if available), two most recent pay stubs and financial declarations (FL ALL Family 131 Financial Declaration), or a copy of any administrative order establishing child support (through the Division of Child Support), unless already in the court file.

Applies to

Interrogatories

The party scheduling the hearing must submit completed written interrogatories when submitting the proposed orders.

At the time proposed orders are submitted, the party scheduling the hearing shall submit completed written interrogatories.

Applies to

Family law motion

Except for discovery motions on the Judges’ motion docket, a family law motion must be docketed with a Note for Commissioner’s Calendar at least 14 calendar days before the hearing, filed with the motion and supporting pleadings; a re-noticed matter requires only the Note and Form T.

All motions (except discovery motions which are heard on the Judges’ motion docket) shall be docketed by filing a Note for Commissioner’s Calendar at least fourteen (14) calendar days before the hearing, simultaneously with a Motion and any supporting pleadings, unless this is a re-note of a motion or notice for hearing previously filed, in which event only the Note for Commissioner’s Calendar and Family Law Hearing Information Form T shall be filed.

Applies to

Family law hearing information form

For each family law show-cause matter, the moving and responding parties must each file one Form T identifying the motions, petitions, supporting documents, reports, and reply materials they want reviewed.

For matters docketed on the family law show cause calendars whether by Note for Commissioner’s Calendar or by the Order Setting Case Schedule, the moving party and the responding party shall each file one Family Law Hearing Information Form (Form T) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, guardian ad litem reports, and responsive reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Civil hearing information form

On the minor guardianship calendar, the moving and responding parties must each file one Form U identifying all documents they want the court to review.

For matters docketed on the minor guardianship calendar, the moving party and the responding party shall each file one Civil Hearing Information Form (Form U) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, court visitor reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Civil hearing information form

Must include

proposed order

A proposed order must be provided when the Civil Hearing Information Form is submitted.

Proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Other matters

Must include

proposed order

For all other matters, proposed orders must be presented to the court at the hearing.

For all other matters, proposed orders shall be presented to the court at the time of the hearing.

Applies to

Statewide mandatory minor guardianship forms

Any statewide mandatory minor guardianship form must be used if one exists.

In the event a statewide mandatory minor guardianship form exists, these forms shall be utilized.

Applies to

Motion for less restrictive order

The written motion must contain a sworn statement stating the basis and conditions for the proposed less restrictive order.

The written motion shall contain a sworn statement that sets forth the basis and conditions for the proposed LRA including:

Applies to

Motion for less restrictive order

The sworn statement must state that the respondent is clinically ready for a less restrictive order.

the Respondent is ready clinically for a Less Restrictive Order (LRA);

Applies to

Motion for less restrictive order

The sworn statement must state that the less restrictive order provides an appropriate residential placement.

the LRA provides a residential placement which is appropriate;

Applies to

Motion for less restrictive order

The motion must verify that the RSN accepted the respondent for placement and that the designated outpatient facility and case manager agreed to assume treatment responsibility.

A verification that the Respondent has been accepted for placement by the RSN and that the outpatient facility and case manager designated in the LRA have agreed to assume treatment responsibility for the Respondent.

Applies to

Motion or petition for less restrictive order

The Court must receive a written motion or petition for a less restrictive order.

The Court shall also be provided a written Motion or Petition for Less Restrictive Order.

Applies to

Motion or petition for less restrictive order

A Motion or Petition for Less Restrictive Order must be signed by the physician(s) or by the physician and mental health professional.

The Motion or Petition for Less Restrictive Order must be signed by the physician(s) or physician and mental health professional.

Applies to

Pleading motion or legal memorandum

Every pleading, motion, and legal memorandum of a represented party must comply with CR 11 and be signed by the attorney of record.

CR 11 shall be complied with in all cases. CR 11 requires that every pleading, motion and legal memorandum of a represented party be signed by the attorney of record.

Applies to

Motion for less restrictive order

The sworn statement must state that the less restrictive order provides appropriate safeguards for the community.

the LRA provides appropriate safeguards to the community;

Applies to

Motion for less restrictive order

The sworn statement must identify whether any medication override petitions were filed during the preceding 12 months.

whether any medication override petitions have been filed during the preceding 12 months;

Applies to

Motion for less restrictive order

The sworn statement must state, where applicable, whether the hospital complied with RCW 71.05.232.

the hospital has complied with RCW 71.05 232, where applicable;

Applies to

Motion for less restrictive order

The sworn statement must disclose all known respondent behaviors that may endanger public safety, even when no arrest or criminal charges resulted.

all known behaviors on the part of the Respondent that may jeopardize the safety of the public have been disclosed, even if it the behavior has not resulted in an arrest or criminal charges being filed.

Applies to

Motion for less restrictive order

The motion must include the respondent's hospitalization history for at least the preceding 36 months, including unauthorized hospital departures and all less restrictive orders and their revocations.

The motion shall contain the Respondent's recent (at least 36 months) history of hospitalizations including all unauthorized leave from a hospital; and all LRAs including revocations;

Applies to

Motion for less restrictive order

The motion must certify that the respondent's criminal history was reviewed.

The motion shall contain certification that the criminal history of the Respondent has been reviewed;

Applies to

Motion for less restrictive order

The motion must include the information obtained from the criminal-history review, identify the sources reviewed, and verify that no bench warrants are outstanding.

the information obtained from the review; the information sources reviewed to obtain criminal history and shall include verification that there are no outstanding bench warrants;

Applies to

Motion for less restrictive order

The motion must list all active antiharassment, domestic violence, no-contact, and no-hostile-contact orders involving the respondent.

Any active antiharassment orders; domestic violence orders; and no contact orders (including no hostile contact orders) in which the Respondent is a party shall be listed;

Applies to

Guardianship conservatorship summary

Orders appointing or approving a guardian or conservator must include a Form O Guardianship/Conservatorship Summary below the caption or on a separate cover page.

A Guardianship/Conservatorship Summary as set forth in Form O shall be completed and placed directly below the case caption or on a separate cover page on all Orders Appointing a Guardian and/or Conservator and Orders Approving a Guardian’s and/or Conservator’s

Applies to

Proposed order

In probate, trust, guardianship, conservatorship, other protective-arrangement, and minor-settlement cases, proposed orders must accompany Form U.

For probate, trust, guardianship, conservatorship, other protective arrangement, and minor settlement cases, proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Hearing transcript

When a commissioner’s ruling involved sworn testimony, the entire hearing must be transcribed under the cited rules when seeking revision.

When seeking revision of a ruling of a Court Commissioner in which sworn testimony was taken during the hearing, the entire hearing shall be transcribed in accordance with RAP 9.2(e) and (f), GR 35, and PCLGR 35.

Applies to

Motion to waive mandatory settlement conference

Must include

caption

A motion to waive the mandatory settlement conference must include the case heading and conform to Appendix Form R.

The Motion to Waive Mandatory Settlement Conference shall contain the case heading and otherwise be as set forth in Appendix, Form R.

Applies to

Waiver copy

An attorney who receives an e-filing waiver must file a copy of the waiver in every case in which documents are filed under it.

Attorneys who receive a waiver shall file a copy of the waiver in each case in which they file documents.

Applies to

Paper document

During an e-filing waiver, every paper document filed by the attorney must include the specified waiver notation in its caption.

Attorneys who have received a waiver shall place the words “Exempt from e-filing per waiver filed on (date)” in the caption of all paper documents they file for the duration of the waiver.

Applies to

Confirmation of joinder

Must include

caption

By the schedule-designated joinder deadline, the plaintiff must confer with all other parties, file a Confirmation of Joinder report with the Pierce County Clerk and assigned judicial department, and serve it by mail on opposing counsel or the self-represented party.

No later than the designated deadline for joining additional parties and raising additional claims and defenses, as described in section (b) above, the plaintiff shall, after conferring with all other attorneys or any self-represented party pursuant to paragraph (d) of this rule, file with the Pierce County Clerk and with the assigned judicial department, and serve by mail upon the opposing counsel or any self-represented party, a report entitled Confirmation of Joinder of Parties, Claims, and Defenses, which will contain the case heading and otherwise be as set forth in Appendix, Form F.

Applies to

Order and joint notice of participation in collaborative law

Represented parties participating in Collaborative Law must file the Order and Joint Notice of Participation in Collaborative Law, using Appendix Form P, and obtain a mandatory status conference date.

they shall present to the assigned judicial department the Order and Joint Notice of Participation in Collaborative Law as set forth in the Appendix, Form P, and obtain a mandatory status conference date.

Applies to

Trial by affidavit certificate

When trial by affidavit is granted, the parties or their attorneys must file and serve the Trial By Affidavit Certificate in the form prescribed by Appendix Form C.

If the request for trial by affidavit is granted, the self-represented parties or their attorneys shall file and serve a form entitled Trial By Affidavit Certificate, as set forth in Appendix, Form C.

Applies to

Note for motion docket

A motion must be scheduled for hearing by filing a court-approved Note for Motion Docket containing all information required by the form.

Motions shall be scheduled for hearing by filing a Note for Motion Docket, in a form approved by the court, and containing all information required by such form.

Applies to

Family law hearing information form

Each moving and responding party must file one Family Law Hearing Information Form identifying the motions, petitions, and supporting documents the court should review for a family-law show-cause hearing.

For matters docketed on the family law show cause calendars, whether by Note for Commissioner’s Calendar or by the Order Setting Case Schedule, the moving party and the responding party shall each file one Family Law Hearing Information Form (Form T) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, Guardian ad litem reports, sealed financial source documents, sealed confidential reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Note for motion docket

A Note for Motion Docket must be filed with the motion and supporting documents and served on the opposing party simultaneously.

(A) Scheduling the Motion. The Note for Motion Docket shall be filed with the motion and supporting documents and served upon the opposing party at the same time.

Applies to

Hearing information form

Each attorney and self-represented party must submit one applicable Hearing Information Form in advance for Civil Division matters.

Except as provided in (G) below, every attorney and self-represented party shall each submit in advance one Hearing Information Form; family law cases shall use the Family Law Hearing Information Form (Form T) described in (F) below; other civil matters shall use the Civil Hearing Information Form (Form U) described in (G) below.

Applies to

Motion for reconsideration

Must include

proposed order

A proposed order must accompany the working copies for a Motion for Reconsideration.

A proposed order shall be delivered along with working copies in accordance with PCLR 7(a)(7) or 7(b)(1)(H).

Applies to

Civil hearing information form

Each moving and responding party must file one Civil Hearing Information Form listing the documents the court should review for specified afternoon civil calendars.

For matters docketed on the afternoon probate/trust, guardianship, sale of structured settlement, and minor settlement calendars in Civil Division A, the moving party and the responding party shall each file one Civil Hearing Information Form (Form U) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, Court Visitor reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Proposed order

Must include

proposed order

In every unlawful detainer matter, attorneys and self-represented parties must have proposed orders prepared for presentation at the hearing.

In all unlawful detainer matters, attorneys and self-represented parties shall have proposed orders prepared for presentation to the court at the time of the hearing.

Applies to

Civil hearing information form

Must include

proposed order

Proposed orders must be provided when submitting the Civil Hearing Information Form for guardianship, conservatorship, other protective arrangements, and minor settlement cases.

guardianship/conservatorship/other protective arrangements, and minor settlement cases, proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Response to motion for reconsideration

Must include

certificate of conference

A response to a Motion for Reconsideration may be filed only if the Court requests it, and the motion will not be granted without such a request.

No response to a motion for reconsideration shall be filed unless requested by the Court. No motion for reconsideration will be granted without such a request.

Applies to

Pleading

Must include

caption

All pleadings must satisfy the signature requirements of CR 11 and PCLR 11.

All pleadings must be signed as required by CR 11 and PCLR 11.

Applies to

Declaration of proposed guardian conservator

A Declaration of Proposed Guardian/Conservator in Appendix Form M or N must be filed before appointment unless the court waives it.

Prior to appointment, a Declaration of Proposed Guardian/Conservator shall be filed with the Court as set forth in Appendix, Forms M or N, unless waived by the Court.

Applies to

Show cause order

Must include

caption

A show-cause order requiring personal attendance must state the specified bench-warrant warning in capital letters.

In all supplemental proceedings wherein a show cause order is to be issued requiring the personal attendance of a party to be examined in open court, the order shall include the following words in capital letters: YOUR FAILURE TO APPEAR AS SET FORTH AT THE TIME, DATE AND PLACE DESIGNATED MAY RESULT IN THE COURT ISSUING A BENCH WARRANT FOR YOUR APPREHENSION AND CONFINEMENT IN JAIL UNTIL SUCH TIME AS THE MATTER CAN BE HEARD.

Applies to

Bench warrant

Must include

caption

A bench warrant may not issue when the required show-cause warning language was omitted.

No bench warrant shall be issued for the apprehension of the person identified therein if such language has been omitted.

Applies to

Notice of change of address

Must include

caption

A Notice of Change of Address must contain the case heading and follow Appendix Form J.

The Notice of Change of Address shall contain the case heading and otherwise be as set forth in Appendix, Form J.

Applies to

Temporary restraining order or preliminary injunction

Must include

proposed order

In non-family civil matters, a party requesting a temporary restraining order or preliminary injunction must present the proposed order to the Superior Court Presiding Judge.

In non-family law matters, a party requesting a temporary restraining order/preliminary injunctive relief under CR 65 shall present the proposed order to the Superior Court Presiding Judge.

Applies to

Domestic relations information form

Each party must file and serve an approved Domestic Relations Information Form in specified contested family-law cases before the final hearing or trial.

Before all final hearings or trials in contested dissolution, invalidity, legal separation, and committed intimate relationship (meretricious relationship or domestic partnership) cases, each party shall file and serve on the opposing party a Domestic Relations Information Form approved by the Court. See Appendix, Form E, Domestic Relations Information Form, approved by the Court.

Applies to

Final documents

Must include

proposed order

At an uncontested final hearing, the applicant’s attorney or self-represented applicant must present the applicable final findings, orders, worksheets, parenting plan, and related documents for signature.

At the time of final hearing of any uncontested dissolution, invalidity, legal separation, committed intimate relationship (meretricious relationship), parenting plan, or domestic partnership, the attorney for the applicant or the self-represented party shall present to the court for signature appropriate Findings and Conclusions, Final Order, Child Support Order, Child Support Worksheets, Residential Time Summary, and Parenting Plan/Residential Schedule, if applicable.

Applies to

Findings and conclusions

In dissolution and legal-separation cases, the petitioner must sign the Findings and Conclusions or a separate verification under penalty of perjury when the final documents are e-filed.

For dissolutions and legal separations only, at the time of e-filing, the Findings and Conclusions or a separate verification shall be signed under penalty of perjury by the Petitioner in the form set forth below.

Applies to

Findings and conclusions

When a responding respondent agrees to proposed final papers, both parties must sign the Findings and Conclusions under penalty of perjury; if the respondent previously signed a joinder, only the petitioner’s verification is required.

In the event there has been an appearance by the Respondent, but the Respondent agrees to the entry of the final papers as proposed, both the Petitioner and Respondent shall sign the Findings and Conclusions under penalty of perjury in the form set forth below. If Respondent has previously signed a joinder, only the verification of Petitioner is required.

Applies to

Note for commissioners calendar uncounested docket

A self-represented moving party must file a Note for Commissioner’s Calendar - Uncontested Docket fourteen court days before the hearing, subject to case limits.

The moving party shall schedule these matters by filing a Note for Commissioner’s Calendar - Uncontested Docket fourteen (14) court days before the hearing date, subject to case limits.

Applies to

Proposed order

Must include

proposed order

Specified proposed orders must be submitted to Family Court Services in person or by mail no later than seven days before the hearing.

Proposed orders, including Findings and Conclusions, Final Order, Child Support Order, Child Support Worksheets, Residential Time Summary, and Parenting Plan/Residential Schedule, if applicable, shall be submitted no later than seven (7) days prior to the hearing to Family Court Services in-person or by mail to Pierce County Superior Court, Attn: Family Court Services, 930 Tacoma Ave S, Rm 334, Tacoma, WA 98402.

Applies to

Income verification

For parties with minor children, income verification must be submitted with the proposed orders unless already in the court file.

If the parties have minor children, the parties shall submit verification of income including: most recent two years’ tax returns and W-2s for both parties (if available), two most recent pay stubs and financial declarations (FL ALL Family 131 Financial Declaration), or a copy of any administrative order establishing child support (through the Division of Child Support), unless already in the court file.

Applies to

Interrogatories

The party scheduling the hearing must submit completed written interrogatories when submitting the proposed orders.

At the time proposed orders are submitted, the party scheduling the hearing shall submit completed written interrogatories.

Applies to

Amended petition

If reconciliation fails in the specified family-law actions, an amended petition must be filed and personally served unless another method is authorized.

(B) Amended Petition. In all dissolution, invalidity, legal separation, committed intimate relationship (meretricious relationship), or domestic partnership actions where the parties have reconciled, and the reconciliation fails, an amended petition shall be filed and personally served unless otherwise authorized.

Applies to

Family law hearing information form t

Both the moving and responding parties must each file one Form T identifying the filings and materials they want the court to review.

For matters docketed on the family law show cause calendars whether by Note for Commissioner’s Calendar or by the Order Setting Case Schedule, the moving party and the responding party shall each file one Family Law Hearing Information Form (Form T) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, guardian ad litem reports, and responsive reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Motion

Must include

proposed order

In family law matters, attorneys and self-represented parties must prepare proposed orders for presentation at the hearing, using mandatory Family Law pattern forms when applicable.

In all family law matters, attorneys and self-represented parties shall have proposed orders prepared for presentation to the court at the time of the hearing (using mandatory Family Law pattern forms if applicable).

Applies to

De facto parentage action

A De Facto Parentage action is commenced by filing a Summons and Petition for De Facto Parentage.

An action for De Facto Parentage is commenced by the filing of a Summons and Petition for De Facto Parentage.

Applies to

Relative visitation action

A Relative Visitation action is commenced by filing a Summons and Petition for Visits.

An action for Relative Visitation is commenced by the filing of a Summons and Petition for Visits.

Applies to

Homestead petition

A surviving spouse’s homestead petition must be accompanied at or before the hearing by specified payment receipts or a creditor’s signed payment statement.

In all cases where a petition for allowance in lieu of homestead or in addition thereto is filed by the surviving spouse, receipts evidencing the payment of funeral expenses, expenses of last sickness, and of administration, including fees of appraisers, or a signed written statement by the creditor that such payment has been provided for, shall be filed at or before the time of the hearing on said petition.

Applies to

Parenting plan modification action

A modification action is commenced by filing the mandatory Summons, Petition to Change a Parenting Plan, Proposed Parenting Plan/Residential Schedule, and Petitioner's Motion for Adequate Cause forms.

An action for modification of a final parenting plan/residential schedule is commenced by the filing of a Summons, Petition to Change a Parenting Plan, Proposed Parenting Plan/Residential Schedule, and Petitioner’s Motion for Adequate Cause on the mandatory forms under an existing or new domestic case (type 3) filing.

Applies to

Arbitration agreement and order and joint notice of participation in family law arbitration

Represented parties agreeing to participate in Family Law Arbitration must present the Arbitration Agreement and Order and the Joint Notice of Participation in Family Law Arbitration.

(2) In the event that represented parties mutually agree to participate in Family Law Arbitration pursuant to RCW 26.14, they shall present to the assigned judicial department the Arbitration Agreement and Order and Joint Notice of Participation in Family Law Arbitration as set forth in the Appendix, Form Y

Applies to

Final parenting plan

All parties covered by the Impact on Children rule must complete an approved parenting seminar and attach the Certificate of Completion to the final parenting plan.

(b) Mandatory Attendance. In all cases governed by this rule, all parties shall complete an approved parenting seminar. Each party shall attach a copy of the Certificate of Completion to the final parenting plan.

Applies to

Order appointing personal representative or administrator

The order appointing a personal representative or administrator must state the appointee’s name as it appears in the oath.

The order shall contain the name(s) for the personal representative(s)/administrator(s) as it appears in the oath.

Applies to

Civil hearing information form

For matters on the probate/trust, guardianship, and minor-settlement calendar, a Civil Hearing Information Form must be filed and served with a list of all motions, petitions, and supporting documents.

For matters docketed on the probate/trust, guardianship, and minor settlement calendar, a Civil Hearing Information Form (Form U) shall be filed and served listing all motions, petitions, and supporting documents, including affidavits, declarations,

Applies to

Notice of change of address

An estate’s personal representative or administrator must file a notice of address change within 30 days after the change.

Any person appointed as Personal Representative or Administrator of an estate shall file a notice of change of address with the court within thirty (30) days of the change.

Applies to

Civil hearing information form

Failure to submit the required Civil Hearing Information Form U timely may result in the hearing being stricken or continued.

Failure to timely provide the appropriate Hearing Information Form U may result in the hearing being stricken or continued.

Applies to

Proposed order

Must include

proposed order

In probate, trust, guardianship, and minor settlement cases, proposed orders must accompany the Civil Hearing Information Form.

For probate, trust, guardianship, and minor settlement cases, proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Proposed order

Must include

proposed order

In matters other than probate, trust, guardianship, and minor settlement cases, the proposed order must be presented at the hearing.

For all other matters, proposed orders shall be presented to the court at the time of the hearing.

Applies to

Bond

Bonds for personal representatives or administrators must be signed by the principal and identify the surety’s address.

All bonds required of personal representatives/administrators shall be signed by the principal and shall contain the address of the surety.

Applies to

Oath

The oath must comply with RCW 11.28.170 and RCW 11.36.010.

The oath shall conform to the requirements as set forth in RCW 11.28.170 and RCW 11.36.010.

Applies to

Oath

After a name change, the personal representative or administrator must obtain an order for new letters and file a new-name oath to receive the letters.

When a personal representative/administrator changes his or her name, he or she shall obtain an order for new letters and file an oath under the new name in order to receive new letters.

Applies to

Settlement guardian ad litem report

The Settlement Guardian ad Litem report must include the attorney’s Washington practice history, five-year practice summary, conflict and proceeding disclosures, disclosed relationships, and a statement concerning RCW 4.24.010 compliance.

The Settlement Guardian ad Litem report shall include the following information: (1) the number of years the attorney has been in practice in the State of WA; (2) a summary of the type of practice of the attorney for at least the last five (5) years; (3) an affirmation that the attorney does not have any conflict of interest as contemplated in SPR 98.16.W(d); and whether the attorney is aware of any pending Bar Association disciplinary proceedings or of any criminal charges that have been filed against him/her; and Page 51 of 116 (Back to Top) ===== PAGE 52 ===== (4) whether the attorney has any relationship with the involved parents, guardians, conservators, insurers, or other attorneys in the case; and (5) a statement as to whether or not there has been compliance with RCW 4.24.010, specifically, the notice requirements to a parent who is not named as a plaintiff.

Applies to

Civil hearing information form

Failure to submit the required Civil Hearing Information Form timely may result in the hearing being stricken or continued.

Failure to timely provide the appropriate Hearing Information Form may result in the hearing being stricken or continued.

Applies to

Proposed order

Must include

proposed order

For probate, trust, guardianship, conservatorship, other protective arrangement, and minor settlement cases, proposed orders must accompany Form U.

For probate, trust, guardianship, conservatorship, other protective arrangement, and minor settlement cases (model form Order Approving Minor Settlement is found in the Appendix, Form W), proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Proposed order

Must include

proposed order

A claim involving multiple minors requires a separate proposed order addressing each minor.

In the event the filed claim involves multiple minors, separate proposed court orders shall be presented to the court addressing each individual minor.

Applies to

Proposed order

Each proposed order must state the day, month, and year of the minor’s eighteenth birthday.

Each proposed Order shall also include reference to the day, month and year of the minor’s eighteenth (18th) birthday.

Applies to

Structured annuity settlement order

Unless the court waives the requirement for good cause, an order approving a structured annuity settlement must include the specified restriction language.

Unless waived by the Court for good cause shown, the following language shall be inserted into any court order approving a structured annuity settlement involving a minor or individual subject to guardianship/conservatorship:

Applies to

Receipt of deposit of funds

Must include

page count, case number

Unless waived for good cause, a verification of blocked account and receipt of deposit of funds must be filed within 45 days by specified counsel or the Settlement Guardian ad Litem.

Unless waived by the Court for good cause shown, a verification of blocked account and receipt of deposit of funds into either the Registry of the Court or such institution as the court order directs shall be filed within forty-five (45) days by independent counsel for the minor or individual subject to guardianship and/or conservatorship, counsel for the insurance carrier, or by the court appointed Settlement Guardian ad Litem should there be no independent counsel on behalf of the minor or individual subject to guardianship and/or conservatorship.

Applies to

Receipt of deposit of funds

The court will not consider a court-appointed Settlement Guardian ad Litem discharged until the receipt of deposit of funds has been filed.

No court appointed Settlement Guardian ad Litem shall be considered discharged by the court until a receipt of deposit of funds has been filed as set forth above.

Applies to

Trust instrument

A court-created trust instrument may be drafted only after the required written recommendation and/or court order, unless the court waives the requirement for good cause.

A trust instrument shall only be drafted after a written guardian ad litem/court visitor recommendation and/or a court order that specifies the relevant terms of such trust, unless the requirement of such recommendation and court order is waived by the court for good cause.

Applies to

Court created trust order

The court may order a court-created trust only upon the written recommendation of a qualified guardian ad litem, court visitor, conservator, or guardian, absent a specific good-cause waiver.

The court shall only order a court-created trust upon the written recommendation of a qualified guardian ad litem, court visitor, conservator, or guardian, unless the requirement is specifically waived by the court for good cause.

Applies to

Guardian ad litem court visitor report

The guardian ad litem, court visitor, conservator, or guardian report must identify why a court-created trust is in the beneficiary’s best interests.

Identify why a court-created trust is in the best interests of the beneficiary;

Applies to

Declaration of proposed trustee

Before appointment, each trustee must file the Declaration of Proposed Trustee in the prescribed form unless the court waives the requirement.

Prior to appointment, each trustee shall file with the court a Declaration of Proposed Trustee as set forth in Appendix, Form K unless waived by the court.

Applies to

Trust hearing

The Guardian ad Litem, Court Visitor, Conservator, Guardian, Special Master, and affected person must attend the hearing unless the court waives presence for good cause.

The presence of the Guardian ad Litem, Court Visitor, Conservator, Guardian, Special Master and the affected person is required unless waived by the Court for good cause shown.

Applies to

Civil hearing information form

For specified calendar matters, each moving and responding party must file one Form U listing all documents the attorneys or self-represented parties want reviewed at the hearing.

For matters docketed on the probate/trust, guardianship, conservatorship, and minor settlement calendar, the moving party and the responding party shall each file one Civil Hearing Information Form (Form U) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, guardian ad litem/court visitor reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Civil hearing information form

Must include

proposed order

For probate, trust, guardianship, conservatorship, and minor settlement cases, proposed orders must be submitted with Form U.

For probate, trust, guardianship, conservatorship, and minor settlement cases, proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Order approving declaring trust

Must include

case number

Within 30 days, the order approving or declaring the trust and the trust instrument must be filed under the same guardianship/conservatorship cause number.

Within thirty (30) days, the Order Approving/Declaring the Trust shall be filed in a court file with a guardianship/conservatorship cause number to allow the court to track the matter. Likewise, the trust instrument shall be filed under the same cause number.

Applies to

Order approving declaring trust

A guardian ad litem or court visitor may not be discharged until the required trust filing has occurred.

Any guardian ad litem/court visitor shall not be discharged until such filing has occurred.

Applies to

Trust summary

Orders creating a trust and orders approving a trustee's periodic report or accounting must include a Trust Summary in Appendix Form L below the caption or on a separate cover page.

A Trust Summary as set forth in Appendix Form L shall be completed and placed directly below the case caption or on a separate cover page on all orders creating a trust and orders approving a trustee’s periodic report or accounting.

Applies to

Civil hearing information form

In the specified docketed matters, each moving and responding party must file one Form U listing all motions, petitions, supporting documents, and listed evidentiary or responsive documents the court should review.

For matters docketed on the probate/trust, guardianship, conservatorship, other protective arrangement, and minor settlement calendar, the moving party and the responding party shall each file one Civil Hearing Information Form (Form U) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, court visitor reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Civil hearing information form

Must include

proposed order

A proposed order must accompany the Civil Hearing Information Form submitted for a minor guardianship hearing.

Proposed orders shall be provided when submitting the Civil Hearing Information Form (Form U).

Applies to

Civil hearing information form

On the minor guardianship calendar, the moving and responding parties must each file one Form U identifying all documents they want the court to review at the hearing.

For matters docketed on the minor guardianship calendar, the moving party and the responding party shall each file one Civil Hearing Information Form (Form U) listing all motions, petitions, and supporting documents, including affidavits, declarations, certified statements, court visitor reports, and responsive and reply documents the attorneys or self-represented parties want the court to review for the hearing.

Applies to

Mandatory minor guardianship form

Any statewide mandatory minor guardianship form must be used if one exists.

In the event a statewide mandatory minor guardianship form exists, these forms shall be utilized.

Applies to

Certificate of completion mandatory parenting seminar

Both parties must submit a Certificate of Completion of the Mandatory Parenting Seminar by the date specified in the order.

Certificate of Completion of Mandatory Parenting Seminar due from both parties by ______________.

Applies to

Proposed trustee application

The proposed trustee application must include a certification or declaration under penalty of perjury that the statements are true and correct to the proposer’s best knowledge.

I certify (or declare) under penalty of perjury under the laws of the State of Washington that to the best of my knowledge the statements above are true and correct.

Applies to

Proposed trustee application

The proposed trustee application must disclose circumstances leading to removal as a trustee or fiduciary for breach of fiduciary duty or any other reason.

(a) Circumstances leading to removal as a Trustee or as a fiduciary for breach of fiduciary duty or for any other reason:

Applies to

Proposed trustee application

The proposed trustee application must disclose specified felony or misdemeanor proceedings involving moral turpitude that resulted in a guilty finding or plea and attach an explanatory exhibit.

(b) Criminal proceedings for a felony or misdemeanor involving moral turpitude, which resulted in a finding or plea of guilty (attach an explanation as an exhibit explaining why this individual is employed by the proposed Trustee):

Applies to

Proposed trustee application

The proposed trustee application must disclose specified civil proceedings and identify settlements even when there were no specific court findings.

(c) Civil proceedings in which there was a finding of dishonesty, misappropriation of funds, breach of fiduciary duty, or mistreatment of any person (identify any civil proceedings where there was a settlement, even if such settlement was without specific findings by the Court):

Applies to

Proposed trustee application

The proposed trustee application must disclose reported disciplinary proceedings that resulted in a finding of misconduct.

(d) Reported disciplinary proceedings by a disciplinary body or licensing agency that resulted in a finding of misconduct (including proceedings by a professional organization such as a state bar association, a medical disciplinary review board, etc.):

Applies to

Proposed trustee application

The proposed trustee application must state the proposed trustee’s insurance coverage or security forms and policy limits as of the specified date.

9) Protection of Trust Funds. The proposed Trustee has insurance coverage or security from the following forms at the following policy limits as of ,20_____

Applies to

Proposed trustee application

The proposed trustee application must state the total value of assets administered by the trustee and the total value of assets separately bonded or held in blocked accounts as of the specified date.

10) Assets Under Management. As of ,20 , the total value of all of the assets administered by the Trustee is: $ , and the total value of all assets separately bonded or held in blocked accounts is: $

Applies to

Proposed trustee application

The proposed trustee application must state the number of trusts administered and the number of individuals for whom the proposed trustee serves as a non-trustee fiduciary as of the specified date.

11) Case Load. As of ,20 the proposed Trustee administers [insert text-number] trusts, and serves as a non-trustee fiduciary (e.g. Guardian, Attorney in Fact, Custodian) for ___________ individuals

Applies to

Proposed trustee application

The proposed trustee application must provide the proposed trustee’s compensation schedule, including different hourly rates for various services and, if possible, an estimated fee for the matter.

12) Compensation and Reimbursement. The proposed Trustee’ compensation schedule is as follows (include the different hourly rates for various services and an estimated fee in this matter if possible):

Applies to

Proposed trustee application

The proposed trustee application must describe the proposed trustee’s experience with similar trusts and related relevant information.

13) Experience. The proposed Trustee’s experience with similar Trusts (for example, similar amount of assets, the family circumstances of the trust beneficiary, the proximity of the proposed Trustee to the residence of the trust beneficiary, and any relevant information) is:

Applies to

Proposed trustee application

The proposed trustee application must describe how the proposed trustee intends to manage the trust.

14) Asset Management. The proposed Trustee intends to manage the trust as follows:

Applies to

Motion

Must include

certificate of service

The motion must include a checked certification that its statements are true and correct and that a copy was mailed to the other represented or unrepresented party.

________ (check here) I CERTIFY THAT THE STATEMENTS IN THIS MOTION ARE TRUE AND CORRECT, AND I HAVE MAILED A COPY OF THIS MOTION TO THE OTHER PARTY’S ATTORNEY OR TO THE OTHER PARTY IF UNREPRESENTED BY AN ATTORNEY .

Applies to

Certificate of readiness

Before certifying readiness, the attorney must certify that all parties are joined and served, the Case Schedule was received, mandatory pleadings were filed and served, and no additional claims or defenses will be raised.

The undersigned attorney certifies that: 1. All parties have been joined and served; 2. All parties have received a copy of the Case Schedule; 3. All answers and other mandatory pleadings have been filed and served; and 4. No additional claims or defenses will be raised.

Applies to

Family law hearing information form

The filing party must provide original orders for the court to sign at the scheduled hearing and serve or electronically serve the hearing information form on the other party.

REMINDER: YOU ARE RESPONSIBLE FOR PROVIDING ORIGINAL ORDERS FOR THE COURT TO SIGN AT THE TIME OF THE SCHEDULED HEARING and SERVING OR E-SERVING THIS FORM ON THE OTHER PARTY.

Applies to

Proposed order

Must include

proposed order

In minor settlement matters, a proposed order must be submitted before the hearing and attached to the Civil Hearing Information Form (Form U).

Submit proposed orders prior to the scheduled hearing. Proposed Orders shall be attached to the Civil Hearing Information Form (Form U).

Applies to

Proposed order

Must include

proposed order

In adult guardianship, conservatorship, and probate matters, a proposed order must be submitted before the hearing and attached to the Civil Hearing Information Form (Form U).

Submit proposed orders prior to the scheduled hearing. PCLSPR 98.20. Proposed Orders shall be attached to the Civil Hearing Information Form (Form U).

Applies to

Jury instructions

During trial, the submitting party must be prepared to make and is responsible for changes to its proposed jury instructions.

(h) Corrections. (1) During trial, the party submitting the proposed instructions should be prepared and is responsible for making any changes to their proposed jury instructions.

Applies to

Order setting case schedule

Must include

caption

The civil Order Setting Case Schedule must contain the case heading and otherwise follow Appendix Form A.

The Order Setting Case Schedule shall contain the case heading and otherwise be as set forth in Appendix, Form A.

Applies to

Order setting case schedule family law

Must include

caption

The family-law Order Setting Case Schedule must contain the case heading and otherwise follow Appendix Form I.

The Order Setting Case Schedule – Family Law shall contain the case heading and otherwise be as set forth in Appendix, Form I.

Applies to

Order amending case schedule

An amended case schedule must use the original case-schedule form but be titled Order Amending Case Schedule and may omit the Notice provisions.

An Order Amending Case Schedule shall be in the same form as the original Order Setting Case Schedule except that an Order Amending Case Schedule shall be entitled Order Amending Case Schedule and it need not include the Notice provisions.

Applies to

Motion for revision

Any portion of the Commissioner’s order or judgment not specifically identified in the motion remains binding as though no revision motion was made.

Any portion not so specified shall be binding as if no revision motion has been made.

Applies to

Hearing information form

Failure to submit the appropriate Hearing Information Form timely may result in the hearing being stricken or continued.

Failure to timely provide the appropriate Hearing Information Form may result in the hearing being stricken or continued.

Applies to

Verification

If the respondent previously signed a joinder, only the petitioner's verification is required.

If Respondent has previously signed a joinder, only the verification of Petitioner is required.

Applies to

Deficiency order

If the Commissioner finds deficient court filings or proposed orders, a written deficiency order must be prepared.

If, after review, the Commissioner finds that the court filings or the proposed orders are deficient, a written deficiency order shall be prepared.

Applies to

Family law hearing information form

Failure to timely submit the appropriate Form T may result in the hearing being stricken or continued.

Failure to timely provide the appropriate Hearing Information Form T may result in the hearing being stricken or continued.

Applies to

Jury instructions

Cited jury instructions must have a cover sheet identifying the submitting party.

The Cited Copies should contain a cover sheet indicating which party is submitting the instructions.

Applies to

Jury instructions

The uncited jury-instruction set must have a cover sheet marked “uncited.”

The cover sheet should indicate “uncited.”

Applies to

Supplemental jury instructions

Each supplemental jury-instruction set must be labeled on its cover sheet to identify the party and version number.

(A) Labelling. All supplemental instructions shall follow PCLGR 14(e)(3) and (4). The cover sheet for supplemental instructions shall indicate, for instance, “Defendant’s First Supplemental Proposed Instructions to the Jury.” Each additional supplemental set should indicate which version it is, second, third and so on.

Applies to

Jury instructions

References to “Bailiff,” “Clerk,” and “Court Clerk” in pattern jury instructions must be changed to “Judicial Assistant.”

(7) Stylistic changes. (A) Any reference to “Bailiff”, “Clerk”, and “Court Clerk” in the pattern instructions should be changed to “Judicial Assistant”.

Applies to

Working copies

A re-noted motion requires a new set of working copies unless the court grants permission otherwise.

For a motion that is re-noted, a new set of working copies shall be provided, absent permission of the Court.

Applies to

Order amending case schedule

An amended case schedule issued under PCLR 40(e)(4) must contain only the Joint Statement of Evidence, Pretrial Conference, and Trial dates unless the court orders additional dates.

An Order Amending Case Schedule issued pursuant to PCLR 40(e)(4) shall only contain the following dates: Joint Statement of Evidence, Pretrial Conference, and Trial date. Additional dates may be added to the Order Amending Case Schedule upon order of the court.

Applies to

Working copy of affidavit

Working copies of all affidavits must be provided to the assigned judicial department.

Working copies of all affidavits shall be provided to the assigned judicial department.

Applies to

Confirmation of service

Must include

caption, case number

The Confirmation of Service must include the case heading and cause number and conform to Appendix Form D.

The Confirmation of Service shall contain the case heading, cause number and shall otherwise be as set forth in Appendix, Form D.

Applies to

Motion for reconsideration

Must include

caption

A Motion for Reconsideration must be noted on the civil motion docket of the judge or commissioner who heard the original motion.

The motion shall be noted on the civil motion docket of the Judge or Commissioner that heard the original motion.

Applies to

Pleadings

Must include

caption, case number

The caption must include the Superior Court heading, name of case or parties, case number, and document title in the prescribed format.

The form of the caption (e.g. Superior Court heading, Name of Case/Parties, Case Number, and Title of document) shall follow the format in CR 4 as well as set forth in the Washington State Courts Mandatory Forms.

Applies to

Pleadings

Each pleading must contain a title under the docket number identifying its purpose and the presenting party.

All pleadings under the space under the docket number shall contain a title indicating their purpose and party presenting them.

Applies to

Declaration of proposed guardian conservator

A declaration ordinarily is not required when a bank or trust company is proposed as guardian or conservator, but must be filed if the court or Court Visitor determines it is required.

If the proposed guardian/conservator is a bank or trust company, no declaration shall be required, except if the Court or the Court Visitor determines that a Declaration shall be filed with the Court.

Applies to

Notice of settlement

Must include

caption

The full-settlement notice must contain the case heading and follow Appendix Form G(1).

The Notice of Settlement of All Claims Against All Parties shall contain the case heading and otherwise be as set forth in Appendix, Form G(1).

Applies to

Notice of partial settlement

Must include

caption

The partial-settlement notice must contain the case heading and follow Appendix Form G(2).

The Notice of Partial Settlement shall contain the case heading and otherwise be as set forth in Appendix, Form G(2).

Applies to

Domestic relations information form

The Domestic Relations Information Form must be verified under oath.

Such information shall be verified under oath.

Applies to

Deficiency order

If court filings or proposed orders are deficient after review, the Commissioner must prepare a written deficiency order.

If, after review, the Commissioner finds that the court filings or the proposed orders are deficient, a written deficiency order shall be prepared.

Applies to

Family law hearing information form t

Failure to submit Form T timely may result in striking or continuing the hearing.

Failure to timely provide the appropriate Hearing Information Form T may result in the hearing being stricken or continued.

Applies to

Order for new letters

A name-change order does not change the letters’ expiration date unless the new order expressly changes it.

The expiration date of the letters shall remain the same unless changed by the new order.

Applies to

Proposed order

Settlement Guardian ad Litem appointment remains discretionary, and the proposed order may not preselect a name or address the court-appointed guardian’s fees or costs.

This appointment shall be at the discretion of the court and no proposed order presented shall include a preselected name nor address the fees/cost of the court appointed Settlement Guardian ad Litem.

Applies to

Receipt of deposit of funds

Unless waived for good cause, the receipt must use the form prescribed in Appendix Form X.

In all cases, except where waived for good cause, the form of Receipt used shall be as set forth in Appendix, Form X.

Applies to

Receipt of deposit of funds

A party other than the Settlement Guardian ad Litem who deposits funds must provide the receipt of deposit and blocked-account verification to the Settlement Guardian ad Litem.

In the event a party other than the Settlement Guardian ad Litem deposits the funds, they shall provide a copy of the receipt of deposit and verification of blocked account to the Settlement Guardian ad Litem.

Applies to

Guardian ad litem court visitor report

The report must identify other expected roles of a trustee or trust advisory committee member, including roles involving possible economic benefits from trust expenditures.

Specifically identify any other roles expected of a trustee or trust advisory committee member in the life of the beneficiary (e.g. this requirement would include caregivers, professional advisors, family or others who might receive direct or independent economic benefit from trust expenditures);

Applies to

Guardian ad litem court visitor report

If the petitioner proposes a Trust Advisory Committee, the report must specifically recommend whether it is appropriate.

Specifically recommend why a Trust Advisory Committee is appropriate or not appropriate if proposed by petitioner.

Applies to

Declaration of proposed trustee

A proposed bank or trust company trustee need not file the declaration unless the court or guardian ad litem determines that it is required.

If the proposed trustee is a bank or trust company, no Declaration shall be required, except if the court or the guardian ad litem determines that a Declaration shall be filed with the court.

Applies to

Trustee appointment hearing

The proposed trustee’s fee schedule must be disclosed at the appointment hearing.

At the hearing for appointment, the fee schedule shall be disclosed.

Applies to

Commissioners docket working copy

Working copies must no longer be delivered or furnished for any Commissioner’s docket.

Working copies shall no longer be delivered or furnished for any Commissioner’s docket.

Applies to

Order approving declaring trust

When the court signs the order approving or declaring the trust, it must specify the interval for the first periodic report and accounting.

Upon signing the Order Approving/Declaring the Trust, the court shall specify the report interval for the first periodic report and accounting.

Applies to

Appointment hearing

The fee schedule for a proposed bank or trust-company guardian or conservator must be disclosed at the appointment hearing.

At the hearing for appointment, the fee schedule for the bank or trust company shall be disclosed.

Applies to

Pleadings and other court file documents

Each party must furnish the arbitrator with copies of relevant pleadings and other documents from the court file.

In addition to the requirements of SCCAR 5.2, each party shall also furnish the arbitrator with copies of pleadings and other documents contained in the court file which that party deems relevant.

Applies to

Family law hearing information form

The family law hearing information form must list documents that have been filed and that the party wants the court to review at the hearing.

INSTRUCTIONS: List the documents that you have FILED and want the court to review for this hearing:

Applies to

Status report

Mandatory court review hearings in the listed case types are intended to assess case progress and ensure diligent prosecution toward resolution.

The purpose of the mandatory court review hearing in these case types shall be to assess the progress of the case and assure that the matter is being prosecuted diligently to a conclusion.

Applies to

Trial brief

The rule does not require filing of a trial brief, although the stated procedures and restrictions apply to trial briefs when filed.

Nothing in this rule requires the filing of a trial brief.

Applies to

Domestic Relations Information Form

The Domestic Relations Information Form may be supplemented with additional information.

This form may be supplemented.

Applies to

Trial brief

The trial-brief procedures do not independently require a party to file a trial brief.

Nothing in this rule requires the filing of a trial brief.

Applies to

State pattern minor guardianship form

The use of State Pattern Forms is recommended.

Use of State Pattern Forms is recommended.