DISC-001: Asking Party: Answering Party: Set No.
DISC-001: Asking Party: Answering Party: Set No.
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):
TELEPHONE NO.:
Asking Party:
Answering Party:
Set No.:
Sec. 1. Instructions to All Parties (c) Each answer must be as complete and straightforward as
(a) Interrogatories are written questions prepared by a party to an the information reasonably available to you, including the
action that are sent to any other party in the action to be information possessed by your attorneys or agents, permits.
answered under oath. The interrogatories below are form If an interrogatory cannot be answered completely, answer it
interrogatories approved for use in civil cases. to the extent possible.
(b) For time limitations, requirements for service on other parties, (d) If you do not have enough personal knowledge to fully
and other details, see Code of Civil Procedure sections answer an interrogatory, say so, but make a reasonable and
2030.010–2030.410 and the cases construing those sections. good faith effort to get the information by asking other
(c) These form interrogatories do not change existing law persons or organizations, unless the information is equally
relating to interrogatories nor do they affect an answering available to the asking party.
party’s right to assert any privilege or make any objection. (e) Whenever an interrogatory may be answered by referring to
Sec. 2. Instructions to the Asking Party a document, the document may be attached as an exhibit to
(a) These interrogatories are designed for optional use by parties the response and referred to in the response. If the
in unlimited civil cases where the amount demanded exceeds document has more than one page, refer to the page and
$25,000. Separate interrogatories, Form Interrogatories— section where the answer to the interrogatory can be found.
Limited Civil Cases (Economic Litigation) (form DISC-004), (f) Whenever an address and telephone number for the same
which have no subparts, are designed for use in limited civil person are requested in more than one interrogatory, you
cases where the amount demanded is $25,000 or less; are required to furnish them in answering only the first
however, those interrogatories may also be used in unlimited interrogatory asking for that information.
civil cases.
(b) Check the box next to each interrogatory that you want the (g) If you are asserting a privilege or making an objection to an
answering party to answer. Use care in choosing those interrogatory, you must specifically assert the privilege or
interrogatories that are applicable to the case. state the objection in your written response.
(c) You may insert your own definition of INCIDENT in Section 4, (h) Your answers to these interrogatories must be verified,
but only where the action arises from a course of conduct or a dated, and signed. You may wish to use the following form
series of events occurring over a period of time. at the end of your answers:
(d) The interrogatories in section 16.0, Defendant’s Contentions–
I declare under penalty of perjury under the laws of the State of
Personal Injury, should not be used until the defendant has
California that the foregoing answers are true and correct.
had a reasonable opportunity to conduct an investigation or
discovery of plaintiff’s injuries and damages.
(e) Additional interrogatories may be attached. (Date) (SIGNATURE)
1.0 Identity of Persons Answering These Interrogatories (c) the dates you lived at each ADDRESS.
2.0 General Background Information—Individual 2.6 State:
3.0 General Background Information—Business Entity (a) the name, ADDRESS, and telephone number of your
4.0 Insurance present employer or place of self-employment; and
5.0 [Reserved]
6.0 Physical, Mental, or Emotional Injuries (b) the name, ADDRESS, dates of employment, job title,
7.0 Property Damage and nature of work for each employer or self-
8.0 Loss of Income or Earning Capacity employment you have had from five years before the
9.0 Other Damages INCIDENT until today.
10.0 Medical History 2.7 State:
11.0 Other Claims and Previous Claims
(a) the name and ADDRESS of each school or other
12.0 Investigation—General
academic or vocational institution you have attended,
13.0 Investigation—Surveillance
14.0 Statutory or Regulatory Violations beginning with high school;
15.0 Denials and Special or Affirmative Defenses (b) the dates you attended;
16.0 Defendant’s Contentions Personal Injury (c) the highest grade level you have completed; and
17.0 Responses to Request for Admissions (d) the degrees received.
18.0 [Reserved]
19.0 [Reserved] 2.8 Have you ever been convicted of a felony? If so, for
20.0 How the Incident Occurred—Motor Vehicle each conviction state:
25.0 [Reserved] (a) the city and state where you were convicted;
30.0 [Reserved] (b) the date of conviction;
40.0 [Reserved] (c) the offense; and
50.0 Contract
60.0 [Reserved] (d) the court and case number.
70.0 Unlawful Detainer [See separate form DISC-003] 2.9 Can you speak English with ease? If not, what
101.0 Economic Litigation [See separate form DISC-004] language and dialect do you normally use?
200.0 Employment Law [See separate form DISC-002] Family 2.10 Can you read and write English with ease? If not,
Law [See separate form FL-145] what language and dialect do you normally use?
6.3 Do you still have any complaints that you attribute to the (c) state the amount of damage you are claiming for
INCIDENT? If so, for each complaint state: each item of property and how the amount was
(a) a description; calculated; and
(b) whether the complaint is subsiding, remaining the (d) if the property was sold, state the name, ADDRESS,
same, or becoming worse; and and telephone number of the seller, the date of sale,
(c) the frequency and duration. and the sale price.
6.4 Did you receive any consultation or examination (except 7.2 Has a written estimate or evaluation been made for any
from expert witnesses covered by Code of Civil Procedure item of property referred to in your answer to the preceding
sections 2034.210–2034.310) or treatment from a HEALTH interrogatory? If so, for each estimate or evaluation state:
CARE PROVIDER for any injury you attribute to the (a) the name, ADDRESS, and telephone number of the
INCIDENT? If so, for each HEALTH CARE PROVIDER PERSON who prepared it and the date prepared;
state:
(b) the name, ADDRESS, and telephone number of each
(a) the name, ADDRESS, and telephone number;
PERSON who has a copy of it; and
(b) the type of consultation, examination, or treatment
(c) the amount of damage stated.
provided;
(c) the dates you received consultation, examination, or 7.3 Has any item of property referred to in your answer to
treatment; and interrogatory 7.1 been repaired? If so, for each item state:
(d) the charges to date. (a) the date repaired;
6.5 Have you taken any medication, prescribed or not, as a (b) a description of the repair;
result of injuries that you attribute to the INCIDENT? If so,
(c) the repair cost;
for each medication state:
(d) the name, ADDRESS, and telephone number of the
(a) the name;
PERSON who repaired it;
(b) the PERSON who prescribed or furnished it;
(e) the name, ADDRESS, and telephone number of the
(c) the date it was prescribed or furnished; PERSON who paid for the repair.
(d) the dates you began and stopped taking it; and
8.0 Loss of Income or Earning Capacity
(e) the cost to date.
8.1 Do you attribute any loss of income or earning capacity
6.6 Are there any other medical services necessitated
to the INCIDENT? (If your answer is “no,” do not answer
by the injuries that you attribute to the INCIDENT that
interrogatories 8.2 through 8.8).
were not previously listed (for example, ambulance, nursing,
prosthetics)? If so, for each service state: 8.2 State:
(a) the nature; (a) the nature of your work;
(b) the date; (b) your job title at the time of the INCIDENT; and
(c) the cost; and (c) the date your employment began.
(d) the name, ADDRESS, and telephone number 8.3 State the last date before the INCIDENT that you
of each provider. worked for compensation.
6.7 Has any HEALTH CARE PROVIDER advised that you
may require future or additional treatment for any injuries 8.4 State your monthly income at the time of the INCIDENT
that you attribute to the INCIDENT? If so, for each injury and how the amount was calculated.
state: 8.5 State the date you returned to work at each place of
(a) the name and ADDRESS of each HEALTH CARE employment following the INCIDENT.
PROVIDER; 8.6 State the dates you did not work and for which you lost
(b) the complaints for which the treatment was income as a result of the INCIDENT.
advised; and
8.7 State the total income you have lost to date as a result
(c) the nature, duration, and estimated cost of
of the INCIDENT and how the amount was calculated.
the treatment.
7.0 Property Damage 8.8 Will you lose income in the future as a result of the
INCIDENT? If so, state:
7.1 Do you attribute any loss of or damage to a vehicle or
other property to the INCIDENT? If so, for each item of (a) the facts upon which you base this contention;
property: (b) an estimate of the amount;
(a) describe the property; (c) an estimate of how long you will be unable to work;
(b) describe the nature and location of the damage to the and
property;
(d) how the claim for future income is calculated.
9.0 Other Damages (c) the court, names of the parties, and case number of
any action filed;
9.1 Are there any other damages that you attribute to the
(d) the name, ADDRESS, and telephone number of any
INCIDENT? If so, for each item of damage state:
attorney representing you;
(a) the nature; (e) whether the claim or action has been resolved or is
pending; and
(b) the date it occurred;
(f) a description of the injury.
(c) the amount; and 11.2 In the past 10 years have you made a written claim or
(d) the name, ADDRESS, and telephone number of each demand for workers' compensation benefits? If so, for each
PERSON to whom an obligation was incurred. claim or demand state:
(a) the date, time, and place of the INCIDENT giving rise
9.2 Do any DOCUMENTS support the existence or amount to the claim;
of any item of damages claimed in interrogatory 9.1? If so,
(b) the name, ADDRESS, and telephone number of your
describe each document and state the name, ADDRESS,
employer at the time of the injury;
and telephone number of the PERSON who has each
DOCUMENT. (c) the name, ADDRESS, and telephone number of the
workers’ compensation insurer and the claim number;
10.0 Medical History (d) the period of time during which you received workers’
10.1 At any time before the INCIDENT did you have com- compensation benefits;
plaints or injuries that involved the same part of your body (e) a description of the injury;
claimed to have been injured in the INCIDENT? If so, for
(f) the name, ADDRESS, and telephone number of any
each state:
HEALTH CARE PROVIDER who provided services;
(a) a description of the complaint or injury; and
(b) the dates it began and ended; and (g) the case number at the Workers’ Compensation
Appeals Board.
(c) the name, ADDRESS, and telephone number of each
HEALTH CARE PROVIDER whom you consulted or 12.0 Investigation—General
who examined or treated you. 12.1 State the name, ADDRESS, and telephone number of
each individual:
10.2 List all physical, mental, and emotional disabilities you
(a) who witnessed the INCIDENT or the events
had immediately before the INCIDENT. (You may omit
occurring immediately before or after the INCIDENT;
mental or emotional disabilities unless you attribute any
mental or emotional injury to the INCIDENT. ) (b) who made any statement at the scene of the
INCIDENT;
10.3 At any time after the INCIDENT, did you sustain injuries (c) who heard any statements made about the INCIDENT
of the kind for which you are now claiming damages? If so, by any individual at the scene; and
for each incident giving rise to an injury state: (d) who YOU OR ANYONE ACTING ON YOUR
(a) the date and the place it occurred; BEHALF claim has knowledge of the INCIDENT
(except for expert witnesses covered by Code of Civil
(b) the name, ADDRESS, and telephone number of any Procedure section 2034).
other PERSON involved;
12.2 Have YOU OR ANYONE ACTING ON YOUR
(c) the nature of any injuries you sustained; BEHALF interviewed any individual concerning the
(d) the name, ADDRESS, and telephone number of each INCIDENT? If so, for each individual state:
HEALTH CARE PROVIDER who you consulted or who (a) the name, ADDRESS, and telephone number of the
examined or treated you; and individual interviewed;
(b) the date of the interview; and
(e) the nature of the treatment and its duration.
(c) the name, ADDRESS, and telephone number of the
11.0 Other Claims and Previous Claims PERSON who conducted the interview.
12.3 Have YOU OR ANYONE ACTING ON YOUR
11.1 Except for this action, in the past 10 years have you
BEHALF obtained a written or recorded statement from
filed an action or made a written claim or demand for
any individual concerning the INCIDENT? If so, for each
compensation for your personal injuries? If so, for each
statement state:
action, claim, or demand state:
(a) the name, ADDRESS, and telephone number of the
(a) the date, time, and place and location (closest street individual from whom the statement was obtained;
ADDRESS or intersection) of the INCIDENT giving rise (b) the name, ADDRESS, and telephone number of the
to the action, claim, or demand; individual who obtained the statement;
(b) the name, ADDRESS, and telephone number of each (c) the date the statement was obtained; and
PERSON against whom the claim or demand was (d) the name, ADDRESS, and telephone number of each
made or the action filed; PERSON who has the original statement or a copy.
(b) identify each malfunction or defect; 50.3 Was performance of any agreement alleged in the
pleadings excused? If so, identify each agreement excused
(c) state the name, ADDRESS, and telephone number of and state why performance was excused.
each PERSON who is a witness to or has information
about each malfunction or defect; and 50.4 Was any agreement alleged in the pleadings
terminated by mutual agreement, release, accord and
(d) state the name, ADDRESS, and telephone number of satisfaction, or novation? If so, identify each agreement
each PERSON who has custody of each defective part. terminated, the date of termination, and the basis of the
20.10 Do you have information that any malfunction or termination.
defect in a vehicle contributed to the injuries sustained in 50.5 Is any agreement alleged in the pleadings
the INCIDENT? If so: unenforceable? If so, identify each unenforceable
(a) identify the vehicle; agreement and state why it is unenforceable.
(b) identify each malfunction or defect; 50.6 Is any agreement alleged in the pleadings
ambiguous? If so, identify each ambiguous agreement and
(c) state the name, ADDRESS, and telephone number of
state why it is ambiguous.
each PERSON who is a witness to or has information
about each malfunction or defect; and 60.0 [Reserved]