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Chapter 5

Form 5-91

Include the following notice if a minor is named in the caption or if the motion contains other unredacted sensitive data. See § 6 of the Introduction in volume 1 of this manual concerning protection of sensitive data in filed documents.

NOTICE: THIS DOCUMENT
CONTAINS SENSITIVE DATA

[Caption. See § 3 of the Introduction in volume 1 of this manual.]

Motion [to Compel Discovery/for Sanctions/to Compel Discovery and for Sanctions]

This motion is brought by [name of movant], [party designation], who shows in support:

Select 1.7. as applicable.

1.Initial Disclosures
TRCP 194.2

1.Initial Disclosures

Initial disclosures from [name] were due on [date].

Select one of the following.

To date, no initial disclosures have been served.

Or

Initial disclosures were served on [date]. A true copy of the disclosure submitted by opposing counsel is attached as Exhibit [exhibit number/letter] and incorporated in this motion. The disclosures are inadequate because [state nature of problem with disclosures].

2.Interrogatories
TRCP 197

2.Interrogatories

On [date] interrogatories were served on [name]. A true copy of the interrogatories is attached as Exhibit [exhibit number/letter] and incorporated in this motion.

Select one of the following.

No objections were made to the interrogatories. To date, no answers have been served.

Or

Answers to the interrogatories were served on [date]. A true copy of the answers to interrogatories is attached as Exhibit [exhibit number/letter] and incorporated in this motion.

Include a., b., and/or c. as applicable.

a.The answers are so incomplete as to constitute no answer at all.

b.Objections were made to certain interrogatories. Those objections should be overruled and [name] should be required to answer the interrogato­ries.

c.In the response, information was withheld based on the following privileges asserted: [specify]. On [date] a written request to identify the infor­mation withheld was served on [name]. [Name] has failed to serve a response to the written request [include if applicable: that describes the information withheld that enables assessment of the applicability of the privilege and asserts a specific privilege for each item or group of items withheld].

3.Documents
TRCP 196

3.Documents

On [date] a request for production of documents was served on [name]. A true copy of the request for production is attached as Exhibit [exhibit num­ber/letter] and incorporated in this motion.

Select one of the following.

To date, no response has been received, nor have proper objections been made, and the documents have not been produced.

Or

A response was served on [date]. A true copy of the response to produc­tion is attached as Exhibit [exhibit number/letter] and incorporated in this motion.

Include a., b., and/or c. as applicable.

a.The response is inadequate because [state nature of problem with response].

b.Objections were made to certain of the requests for production of documents. Those objections should be overruled and [name] should be required to produce the requested documents.

c.In the response, [information was/material was/information and material were] withheld based on the following privileges asserted: [specify]. On [date] a written request to identify the [information/material/information and material] withheld was served on [name]. [Name] has failed to serve a response to the written request [include if applicable: that describes the [information/material/information and material] withheld that enables assess­ment of the applicability of the privilege and asserts a specific privilege for each item or group of items withheld].

4.Depositions
TRCP 199, 200

4.Depositions

On [date] the deposition of [name] was noticed to be taken at the time and place designated in the notice, a copy of which is attached. The witness refused or failed to appear [include if applicable: and to produce the items des­ignated in the notice].

5.Inventory and Appraisement

5.Inventory and Appraisement

On [date] [name] was ordered to provide an inventory and appraisement in this case on or before [date].

Select one of the following.

To date, no inventory and appraisement has been provided.

Or

The inventory and appraisement provided does not contain [the proper affidavit/values of assets/an adequate description of the property/characteriza­tion of property as separate or community]. A true copy of [Petitioner’s/Respondent’s] inventory and appraisement is attached as Exhibit [exhibit num­ber/letter] and incorporated in this motion.

6.Expert Disclosures and Reports
TRCP 195.2, 195.5

6.Expert Disclosures and Reports

Expert disclosures and reports from [name] were due on [date].

Select one of the following.

To date, no expert disclosures and reports have been served.

Or

Expert disclosures and reports were served on [date]. A true copy of the disclosures and reports is attached as Exhibit [exhibit number/letter] and incor­porated in this motion.

Include a. and/or b. as applicable.

a.The disclosures and reports are inadequate because [state nature of problem with disclosures and reports].

b.In the disclosures and reports, [information was/material was/infor­mation and material were] withheld based on the following privileges asserted: [specify]. On [date] a written request to identify the [information/material/information and material] withheld was served on [name]. [Name] has failed to serve a response [include if applicable: that describes the [information/material/information and material] withheld that enables assessment of the applicability of the privilege and asserts a specific privilege for each item or group of items withheld].

7.Pretrial Disclosures
TRCP 194.4

7.Pretrial Disclosures

Pretrial disclosures from [name] were due on [date].

Select one of the following.

To date, no pretrial disclosures have been served.

Or

Pretrial disclosures were served on [date]. A true copy of the pretrial disclosures furnished by opposing counsel is attached as Exhibit [exhibit num­ber/letter] and incorporated in this motion. The disclosures are inadequate because [state nature of problem with disclosures].

Continue with the following.

8.Relief Requested

8.Relief Requested

[Name of movant] asks the Court, after notice and hearing, to make such orders with regard to the failure to comply with discovery procedures as are just and right, including the following:

See form 5-92 and rule 215 of the Texas Rules of Civil Proce­dure regarding appropriate orders.

[Name of movant] prays that the Court grant this motion.

   
[Name]
Attorney for [name of movant]
State Bar No.:
[Email address]
[Address]
[Telephone]
[Fax]

Certificate of Conference

I certify that a reasonable effort has been made to resolve the discovery dispute without the necessity of court intervention and has failed.

   
[Name]
Attorney for [name of movant]

For certificate of service, see form 21-11.