Case Management


Arizona Rule of Civil Appellate Procedure 12(d) requires a case management statement to be filed in civil appeals with the appellate clerk and served on all parties.  For appeals in tax cases filed on or after August 1, 2015, Division One of the Arizona Court of Appeals will require the filing and service of a case management statement as required by Rule 12(d).  The case management statement assists the parties in identifying common procedural and jurisdictional problems prior to briefing and provides the Court of Appeals with information it needs to process the appeal properly.  The court has not historically required this document in tax cases, but is now implementing this requirement to treat tax appeals similarly to other civil appeals.

Pursuant to Arizona Rule of Civil Appellate Procedure 12(d), an appellant must file a case management statement with the appellate clerk within 20 days after distribution of the appellate clerk’s initial notice.  A cross-appellant must file a statement within 30 days after the appellate clerk’s second notice.  An appellee that is not a cross-appellant is permitted, but not required, to file a statement to clarify, correct or supplement an appellant’s case management statement within 30 days after it is distributed.  A party that files a case management statement must comply with the service requirements of Arizona Rule of Civil Procedure 4(f) and file a certificate of service as provided by Rule 4(g).

A form for the case management statement is available here