Alle. Cnty. Pa. 1301.1

As amended through April 9, 2024
Rule 1301.1 - Discovery in Compulsory Arbitration Proceedings (Except Small Claims)
(1) For any personal injury claim filed in Compulsory Arbitration, the plaintiff may serve arbitration discovery requests (see FORM 1301.1A) (see subsection (8)(a) below) either together with the copy of the Complaint served on the defendant or thereafter.
(2) The defendant shall furnish the information sought in the discovery requests within thirty (30) days of receipt of the discovery requests.
(3) For any personal injury claim filed in Compulsory Arbitration, any defendant may serve arbitration discovery requests (see FORM 1301.1B) (see subsection (8)(b) below) either together with a copy of the Answer served on the plaintiff or thereafter.
(4) The plaintiff shall furnish the information sought in the discovery requests within thirty (30) days of receipt of the discovery requests.
(5)
(a) A party may not seek additional discovery through interrogatories or requests for production of documents until that party has sought discovery through the arbitration discovery requests described herein.
(b) A party may not include any additional interrogatories or requests for production of documents in the arbitration discovery requests provided for in this local rule.
(6) This local rule applies to additional defendants.
(7) The local rule does not apply to claims that do not exceed the sum of $3,000.00 (exclusive of interest and costs) wherein the parties' right to discovery for Small Claims shall be governed by Local 1320.

Note: While this local rule does not bar additional discovery in arbitration proceedings, it is anticipated that depositions, additional interrogatories, or additional requests for the production of documents will be unreasonably burdensome in most arbitration proceedings involving personal injury claims.

Note: This local rule does not affect the right to discovery provided by Pa.R.C.P. 4001-4020 for Compulsory Arbitration cases which are appealed pursuant to Pa.R.C.P. 1308-1311.

(8)
(a)

FORM 1301.1A Plaintiff's Arbitration Discovery Requests for Personal Injury Claims

IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY, PENNSYLVANIA CIVIL DIVISION

CIVIL DIVISION

_____________________

Plaintiff

AR_______________________________

v.

___________________________

Defendant

PLAINTIFF'S ARBITRATION DISCOVERY REQUESTS FOR PERSONAL INJURY CLAIMS

These discovery requests are directed to:

Within thirty (30) days of service of these discovery requests, you shall provide the information sought in these discovery requests to every other party to this lawsuit.

IDENTITY OF DEFENDANT(s)

1. Set forth you full name and address.

INSURANCE

2.
(a) Is there any insurance agreement that may provide coverage to you for this incident?

Yes No_

(b) If so, list the name of each company and the amount of protection that may be available.

___________________________

___________________________

WITNESSES

3. List the names, present addresses, and telephone numbers (if known) of any persons who witnessed the incident (including related events before and after the incident) and any relationship between the witness and you.

___________________________

STATEMENTS AND OTHER WRITINGS

4.
(a) Do you have any written or oral statements from any witness, including any plaintiff?

Yes No_

(b) If you answered yes, attached any written statements signed, adopted or approved by any witness, attach a written summary of any other statements (including oral statements), and identify any witness from whom you obtained a stenographic, mechanical, electrical or other recording that has not been transcribed. (This request does not cover a statement by a party to that party's attorney.)

I have have not fully complied with request 4(b).

(c) Do you have any photographs, maps, drawings, diagrams, etc. that you may seek to introduce at trial or that may otherwise pertain to this lawsuit?

Yes No_

(d) If you answered yes, attach each of these writings.

I have have not fully complied with request 4(c).

MEDICAL DOCUMENTS

5.
(a) Do you have any medical documents relating to the plaintiff?

Yes No_

(b) If you answered yes, attach each of these documents.

I have have not fully complied with request 4(b).

CRIMINAL CHARGES

6.
(a) Were any felony or misdemeanor criminal charges filed against you or any of your agents as a result of the incident that is the subject of this lawsuit?

Yes No_

(b) If you answered yes, list each felony or misdemeanor charge that is pending and each felony or misdemeanor conviction.

_______________________________

________________________________

Defendant verifies that the statements made herein are true and correct. Defendant understands that false statements herein are made subject to the penalties of 18 Pa. C. S. 4904 relating to unsworn falsifications to authorities.

Date:_

Defendant

FORM 1301.1B Defendant's Arbitration Discovery Requests for Personal Injury Claims

IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY, PENNSYLVANIA CIVIL DIVISION

CIVIL DIVISION

_________________________

AR______________________

Plaintiff

v.

______________________________

Defendant

DEFENDANT'S ARBITRATION DISCOVERY REQUESTS FOR PERSONAL INJURY CLAIMS

These discovery requests are directed to:

Within thirty (30) days of service of these discovery requests, you shall provide the information sought in these discovery requests to every other party to this lawsuit.

IDENTITY OF PLAINTIFF(s)

1. Set forth you full name and address, age, employer and type of employment

________________________________________

________________________________________

WITNESSES

List the names, present addresses, and telephone numbers (if known) of any persons who witnessed the incident (including related events before and after the incident) and any relationship between the witness and you.

________________________________________

________________________________________

STATEMENTS AND OTHER WRITINGS

1.
(a) Do you have any written or oral statements from any witnesses, including any defendant?

Yes__ No__

(b) If you answered yes, attach any written statements signed, adopted or approved by any witness, attach a written summary of any other statements (including oral statements), and identify any witness from whom you obtained a stenographic, mechanical, electrical or other recording that has not been transcribed. (This request does not cover a statement by a party to that party's attorney.)

I have_have not__fully complied with request 3(b).

(c) Do you have any photographs, maps, drawings, diagrams, etc. that you may seek to introduce at trial?

Yes__ No__

(d) If you answered yes, attach each of these documents.

I have ____ have not ____ fully complied with request 3(c).

MEDICAL INFORMATION CONCERNING PERSONAL INJURY CLAIM

2.
(a) Have you received inpatient or outpatient treatment from any hospital for any injuries or other medical conditions for which you seek damages in this lawsuit?

Yes__ No__

(b) If you answered yes, list the name of the hospitals, the names and addresses of the attending physicians, and the dates of the hospitalizations.

________________________________________

________________________________________

(c) Have you received any chiropractic treatment for any injuries or other medical conditions for which you seek damages in this lawsuit?

Yes__ No__

(d) If you answered yes, list the names and addresses of each chiropractor and the dates of treatment.

________________________________________

________________________________________

(e) Have you received any other medical treatment for any injuries or other medical conditions for which you seek damages in this lawsuit?

Yes__ No__

(f) If you answered yes, list the name and address of each physician or other treatment provider and the dates of the treatment.

________________________________________

________________________________________

(g) Attach complete hospital and office records covering the injuries or other medical conditions for which you seek damages for each hospital, chiropractor, and other medical provider identified in 4(b), 4(d), and 4(f) or authorizations for these records.

I have have not____ fully complied with request 4(g).

OTHER MEDICAL INFORMATION

3.
(a) List the name and address of your family physician for the period from five years prior to the incident to the present date.

___________________________________________

___________________________________________

(b) Have you received inpatient or outpatient treatment for injuries or physical problems that are not part of your claim in this lawsuit from any hospital within the period from five years prior to the incident to the present date?

Yes__ No__

(c) If you answered yes, attach a separate sheet which lists the name of the hospital, the date of each treatment, the reason for the treatment, and the length of the hospitalization.
(d) Have you received chiropractic treatment for injuries or physical problems that are not part of you claim in this lawsuit within the period from five years prior to the incident to the present date?

Yes__ No__

(e) If you answered yes, attach a separate sheet which lists the dates of the treatment, the reasons for the treatment, and the chiropractor's name and address.
(f) Within the period of from five years prior to the incident to the present date, have you received any other medical treatment for injuries that are not part of your claim in this lawsuit?

Yes__ No__

(g) If you answered yes, attach a separate sheet which lists the dates of the treatment, the reasons for the treatment, and the name and address of the treatment provider.

I have have not_____ fully complied with request 5(b), 5(c), and 5(f).

WORK LOSS

4.
(a) Have you sustained any injuries which resulted in work loss within the period from five (5) years prior to the incident to the present date?

Yes__ No__

(b) If you answered yes, for each injury list the date of the injury, the nature of the injury, and the dates of the lost work.
5. If a claim is being made for lost income, state the name and address of your employer at the time of the incident, the name and address of your immediate supervisor at the time of the incident, your rate of pay, the dates of work loss due to the injuries from this accident and the total amount of your work loss claim.

REQUESTS 8 AND 9 APPLY ONLY TO PERSONAL INJURY CLAIMS ARISING OUT OF A MOTOR VEHICLE ACCIDENT.

6.
(a) If you are raising a claim for medical benefits or lost income, have you received or are you eligible to receive benefits from Workmen's Compensation or any program, group contract, or other arrangement for payment of benefits as defined by 75 P.S. § 1719(b)?
(b) If you answered yes, set forth the type and amount of these benefits.

________________________________________

________________________________________

INSURANCE INFORMATION

7.
(a) Are you subject to the "Limited Tort Option", or "Full Tort Option" as defined in 75 P.S. § 1705(a) and (b)?

_______Limited Tort Option (no claim made for non-monetary damages)

_______Limited Tort Option (claim is made for non-monetary damages because the injuries fall within the definition of serious injury or because one of the exceptions set forth in 75 P.S. § 1705(d)(I) -(3) applies)

`_____ Full Tort Option

(b) (Applicable only if you checked "Full Tort Option.") Describe each vehicle (make, model, and year) in your household.

_____________________________________

_____________________________________

(c) (Applicable only if you checked "Full Tort Option".) Attach a copy of the Declaration Sheet for the automobile insurance policy covering each automobile in your household.

I have__ have not_______ fully complied with request 9(c).

Plaintiff verifies that the statements made herein are true and correct. Plaintiff understands that false statements herein are made subject to the penalties of Pa. C. S. 4904 relating to unsworn falsifications to authorities.

Date:___________

Plaintiff

Alle. Cnty. Pa. 1301.1

Adopted October 4, 2006, effective 12/4/2006; amended effective 9/13/2022; amended effective 11/13/2023.