Case Management Conference Questionnaire {ALA FL-041}

ALA FL-041 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address) FOR COURT USE ONLY TELEPHONE NO.: E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): FAX NO. (Optional): SUPERIOR COURT OF CALIFORNIA, ALAMEDA COUNTY STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: PETITIONER/PLAINTIFF: RESPONDENT/DEFENDANT: OTHER: CASE NUMBER: CASE MANAGEMENT CONFERENCE QUESTIONNAIRE for Continued Family Law Status Conference Family Centered Case Resolution Conference 1. Statistical Information a. Date of marriage: b. Date of separation: If disputed: Petitioner's proposed date: c. Date petition filed: d. Date of service: Respondent's proposed date: 2. Child Custody/Child Visitation Not applicable a. Are there current custody/visitation orders? YES NO If yes: Date of current order: Brief description of orders (e.g., alt weeks, 2-2-5, supervised): Time share for Petitioner ________ % and for Respondent _________ % If no: Is a custody/visitation order requested? YES NO Does either party request a change in the current order? YES NO b. Do the parties require a referral to Family & Children's Bureau? YES NO c. Is it anticipated that a custody evaluation will be required? YES NO 3. Child Support Not applicable a. Is there a current child support order? YES NO If yes, date of current order: amount ordered: $ per month b. Is either party seeking a child support award? YES NO c. What is the date of filing of each party's most current income and expense declaration? Petitioner: ___________________, 20_____; Respondent: ____________________, 20_____. d. Is either party seeking to modify the current child support order? YES NO If yes, brief description of the reason for modification: e. Is either party claiming child support arrearages or over-payment? YES NO If yes, amount claimed to be owed: $ ______________ amount claimed overpaid: $ ______________ 4. Spousal Support a. Is there a current spousal support order? YES NO If yes, date of current order: amount ordered $ per month b. Is either party seeking an award of spousal support? YES NO If yes, amount requested: $ c. Is either party seeking to modify the current order or terminate the court's jurisdiction over spousal support? YES NO. If yes, proposed modification/reason for termination: Page 1 of 2 Form Approved for Mandatory Use ALA FL-041 [Rev. 07-01-2014] CASE MANAGEMENT CONFERENCE QUESTIONNAIRE American LegalNet, Inc. www.FormsWorkFlow.com ALA FL-041 PETITIONER/PLAINTIFF: RESPONDENT/DEFENDANT: CASE NUMBER: d. Is either party claiming spousal support arrearages/over-payment? YES NO If yes, amount claimed to be owed: $ __________________ amount claimed overpaid: $ _______________ 5. Property a. Do the parties have any community property to divide? YES NO If yes: Real property ______ FMV____________ Debt_____________ Pensions ____________________________________________ Stock/stock options____________________________________ Vehicles_____________________________________________ Gold/jewelry__________________________________________ Other property valued above $5,000.00_______________________________________________ b. Are there community debts? YES NO If yes: Credit card debt_______________________________________ Student loans_________________________________________ Tax liabilities__________________________________________ Promissory notes______________________________________ Other debts exceeding $1,000.00__________________________ c. Have real property appraisals been completed? YES NO d. Have pensions been joined? YES NO e. Is there a dispute over the valuation date of any asset? YES NO f. Does either party claim any significant separate property assets? YES NO If yes, state the nature and extent of said assets: g. Is either party requesting reimbursement for payments made on community debt or use of community property? YES NO Amount requested ____________ 6. Discovery a. Discovery remaining: Interrogatories Depositions Document production b. Estimated date of completion: c. Are experts retained or expected to be retained? YES NO If yes, what is the nature of the expertise of the expert(s)? Child custody evaluator Real estate appraiser Accountant Business valuator Vocational evaluator Other (specify): Are or will the retained or expected experts be appointed under Evidence Code section 730? d. Other discovery to be undertaken (specify): 7. Mandatory Declaration of Disclosure (for dissolution, legal separation, and nullity cases only) a. Petitioner has served respondent with preliminary final declaration of disclosure b. Respondent has served petitioner with preliminary final declaration of disclosure 8. 9. Party intends to request bifurcation of the following issue(s) (specify): Parties or counsel have met to discuss settlement. YES NO How many times in person (specify): by phone (specify): YES NO 10. Estimated time for trial (specify hours or days): 11. Non-expert witnesses (number): 12. Expert witnesses (number): (names): (names): 13. Please attach all case management orders you request be made. Date: Form Approved for Mandatory Use ALA FL-041 [Rev. 07-01-2014] _________________________________________________________ ATTORNEY FOR PETITIONER RESPONDENT OTHER Page 2 of 2 CASE MANAGEMENT CONFERENCE QUESTIONNAIRE American LegalNet, Inc. www.FormsWorkFlow.com