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The New York Bill Costs form is an essential document in the legal process, particularly when it comes to recovering costs associated with a lawsuit. This form outlines various costs and disbursements that a party may seek to recover, including expenses incurred before and after the note of issue, trial costs, and allowances as dictated by specific statutes. It provides a comprehensive breakdown of allowable costs, such as fees for index numbers, referee fees, and jury fees, as well as disbursements for necessary services like serving summonses and obtaining transcripts. By detailing these expenses, the form helps ensure transparency and accountability in legal proceedings. It is important for parties involved in litigation to understand how to accurately complete and file this form, as it plays a crucial role in the taxation of costs by the court. Additionally, the form requires an affirmation from the attorney, confirming that the listed costs are reasonable and necessary for the case at hand. Properly navigating this process can significantly impact the financial outcomes of a legal dispute.

Similar forms

  • Bill of Particulars: Similar to the New York Bill Costs form, a Bill of Particulars outlines the details of claims made in a lawsuit. It provides specific information about the nature of the claims, much like the Bill Costs details the expenses incurred during litigation.
  • Statement of Claim: This document sets forth the plaintiff's case and the relief sought. Like the Bill of Costs, it is a formal document submitted to the court, detailing what is being claimed and the basis for those claims.
  • Notice of Motion: A Notice of Motion informs the court and opposing parties about a request for a specific ruling or order. It shares a similar purpose with the Bill of Costs, as both documents are essential for court proceedings and must be served to the involved parties.
  • Affidavit of Service: This document certifies that legal papers have been delivered to the appropriate parties. Just as the Bill of Costs requires proof of service, the Affidavit of Service confirms that all parties were properly notified about the costs and disbursements.
  • Judgment: A Judgment is the final decision made by the court in a case. It often incorporates the costs awarded to the prevailing party, similar to how the Bill of Costs itemizes the expenses incurred, leading up to the final decision.

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156 -Bill of Costs (with CPLR sections) Blank Court: 1-95

www.blumberg.com

 

COURT

COUNTY OF

Index No.

Plaintiff(s)

against

Costs of

 

 

Defendant(s)

COSTS

Costs before note of issue CPLR §8201 subd. 1

Costs after note of issue CPLR §8201 subd. 2

Trial of issue

CPLR §8201 subd. 3 Allowance by statute

CPLR §8302(a),(b) Additional allowance

CPLR §8302(d) Motion costs

CPLR §8202 Appeal to Appellate Term

CPLR §8203(b)

Appeal to Appellate Division CPLR §8203(a)

Appeal to Court of Appeals CPLR §8204

Costs upon frivolous claims and counterclaims CPLR §8303-a

$

DISBURSEMENTS

Fee for index number CPLR §8018(a) Referee's fees CPLR §8301(a)(1), 8003(a) Commissioner's compensation CPLR §8301(a) (2)

Clerk's fee, filing notice of pend. or attch. CPLR §8021(a)(10) Entering and docketing judgment CPLR §8301(a)(7), 8016(a)(2) Paid for searches CPLR §8301(a)(10)

Affidavits & acknowledgments CPLR §8009

Serving copy summons & complaint CPLR §8011(h)(1), 8301(d) Request for judicial intervention

Note of issue CPLR §8020(a)

Paid referee's report CPLR §8301(a)(12) Transcripts and filing CPLR §8021 Certified copies of papers CPLR §8301(a)(4) Satisfaction piece CPLR §5020(a), 8021 Certified copy of judgment CPLR §8021 Postage CPLR §8301(a)(12)

Jury fee CPLR §8020(c) Stenographers' fees CPLR §8002, 8301 Sheriff's fees on execution CPLR §8011, 8012 Sheriff's fees, attachment, arrest, etc. CPLR §8011 Paid printing cases CPLR §8301(a)(6)

Clerk's fees Court of Appeals CPLR §8301(a)(12) Paid copies of papers CPLR §8016(a)(4)

Motion expenses CPLR §8301(b) Fees for publication CPLR §8301(a)(3) Serving subpoena CPLR §8011(h), 8301(d) Paid for search CPLR §8301(a)(10)

Referee's Report

Attendance of Witnesses CPLR §8001(a)(b)(c), 8301 (a)(1)

$

COSTS

$

0

DISBURSEMENTS

 

0

TOTAL

$

0

$

State of New York, County of

ss.:

being duly sworn, deposes, and says; that deponent is not a party to the action, is over 18 years of age and resides at

That on

deponent served the within bill of costs and notice of taxation on

attorney(s) for

herein, at his/her office at

during his/her absence from said office. Strike out either (a) or (b).

(a) by then and there leaving a true copy of the same with

his/her clerk; partner; person having charge of said office.

(b)and said office being closed, by depositing a true copy of the same, enclosed in a sealed wrapper directed to said attorney(s), in the office letter drop or box.

Sworn to before me on

State of New York, County of

ss.:

being duly sworn, deposes and says; that deponent is not a party to the action, is over 18 years of age and resides at

That on

deponent served the within bill of costs and notice of taxation on

attorney(s) for at

the address designated by said attorney(s) for that purpose by depositing a true copy of same enclosed in a post paid properly addressed wrapper, in--a post office--official depository under the exclusive care and custody of the United Sates Post Service within New York State.

Sworn to before me on

Index No.

COURT

COUNTY OF

Plaintiff(s)

against

Defendant(s)

Bill of Costs

and Notice of

Taxation

 

 

 

 

Please Take Notice that the within is a true copy of the items of costs and disbursements in the within action

taxed *

and the same will be taxed *

by the clerk of

Court, at his/her office in the courthouse thereof on

atM.

of that day--and the amount inserted in the judgment.

Yours, etc.

Attorney(s) for

To

Attorney(s) for

Service of the within bill of costs and notice of taxation is hereby admitted on

Attorney(s) for

ATTORNEY'S AFFIRMATION

STATE OF NEW YORK, COUNTY OF

ss.

The undersigned, an attorney admitted to practice in the courts of this state, affirms: that I am

the attorney(s) of record for the

in the above entitled action; that the foregoing disbursements have been or will be necessarily be made or incurred in this action and are reasonable in amount and that each of the persons named as witnessses attended as such witness on the trial, hearing or examination before trial herein the number of days set opposite their names; that each of said persons resided the number of miles set opposite their names, from the place of said trial, hearing or examination; and each of said persons, as such witness as aforesaid, necessarily traveled the number of miles to set opposite their names in traveling to, and the same distance in returning from, the same place of trial, hearing or examination; and that copies of documents or papers as charged herein were actually and necessarily obtained for use.

The undersigned affirms that the foregoing statements are true, under the penalties of perjury.

Dated:

The name signed must be printed beneath

* Check one (CPLR § 8402, 8403)

Common mistakes

Filling out the New York Bill Costs form can be a straightforward process, but several common mistakes can lead to complications. One frequent error is failing to include all relevant costs and disbursements. It is essential to account for every expense incurred during the legal proceedings, as overlooking even minor costs can result in an incomplete submission.

Another mistake is not providing the correct index number. The index number is crucial for the court to identify the specific case associated with the costs. If this number is missing or incorrect, it may delay the processing of the bill of costs or even lead to rejection.

People often neglect to sign and date the form appropriately. The signature of the attorney is required to validate the submission. Additionally, the date ensures that the bill is filed within the necessary time frame. Without these, the form may not be considered valid by the court.

Inaccurate calculations can also create issues. Double-checking the math is vital to ensure that the total costs and disbursements are correct. Errors in addition or miscalculating expenses can undermine the credibility of the submission and may result in a lower recovery than expected.

Another common oversight involves the service of the bill of costs. Individuals sometimes fail to serve the bill on the opposing party as required. Proper service is essential, as it notifies the other party of the costs being claimed and allows them the opportunity to respond or contest the amounts listed.

Lastly, people may not provide sufficient detail regarding witness attendance and travel. The form requires specific information about each witness, including the number of days they attended and the miles traveled. Inadequate information can lead to disputes over the validity of the claimed costs, potentially reducing the total amount recoverable.

More About New York Bill Costs

  1. What is the New York Bill Costs form?

    The New York Bill Costs form is a legal document used in court to outline the costs and disbursements incurred during a legal action. It details expenses such as court fees, attorney fees, and other costs related to the case. This form is essential for claiming reimbursement of these expenses from the opposing party.

  2. When should I file the Bill of Costs?

    You should file the Bill of Costs after the conclusion of a legal action, particularly if you are seeking reimbursement for costs incurred. It’s typically filed after the note of issue has been served, as this indicates that the case is ready for trial.

  3. What types of costs can I include in the Bill of Costs?

    You can include various costs such as:

    • Court filing fees
    • Referee and commissioner fees
    • Witness attendance fees
    • Costs for transcripts
    • Service of process fees
    • Jury fees

    Make sure to keep records of all expenses to support your claims.

  4. How do I serve the Bill of Costs?

    You can serve the Bill of Costs by delivering a copy to the attorney representing the other party. This can be done in person or by mailing it to their designated address. Ensure you keep proof of service, as this may be required by the court.

  5. What is a Notice of Taxation?

    A Notice of Taxation is a formal notification that the Bill of Costs will be reviewed and taxed by the court clerk. This means the clerk will assess the costs claimed and determine which expenses are allowable under the law.

  6. What happens after I file the Bill of Costs?

    After filing, the clerk will review your Bill of Costs during the taxation process. They will decide which costs are reasonable and should be awarded. You may receive a final amount that will be included in the judgment against the other party.

  7. Can I contest the Bill of Costs?

    Yes, if you disagree with the costs claimed by the opposing party, you can contest the Bill of Costs. You may do this by filing an objection with the court, providing reasons why certain costs should not be awarded.

  8. What if I need help filling out the Bill of Costs?

    If you find it challenging to complete the Bill of Costs, consider seeking assistance from an attorney. They can guide you through the process, ensuring that you include all necessary information and comply with court rules.

Misconceptions

Misconceptions surrounding the New York Bill Costs form can lead to confusion for those navigating the legal system. Here are four common misunderstandings:

  • Costs and Disbursements Are the Same: Many believe that costs and disbursements refer to the same expenses. However, costs typically cover fees awarded by the court, while disbursements include out-of-pocket expenses incurred during litigation, such as filing fees and witness fees.
  • All Expenses Are Recoverable: A prevalent myth is that all expenses listed on the Bill of Costs can be recovered. In reality, only reasonable and necessary expenses related to the case may be reimbursed. The court will scrutinize claims to determine their appropriateness.
  • The Bill of Costs Must Be Filed Immediately: Some individuals think that the Bill of Costs must be submitted immediately after a case concludes. In fact, there is a specific timeframe in which this form must be filed, typically after the judgment is entered, allowing for proper calculation of costs.
  • Filing the Form Guarantees Payment: There is a misconception that simply filing the Bill of Costs guarantees that all listed amounts will be paid. The court must review and approve the costs claimed, and it may reduce or deny certain items based on its assessment.

Key takeaways

  • Understand the Purpose: The New York Bill of Costs form is essential for recovering costs and disbursements incurred during litigation.
  • Fill Out Accurately: Ensure all sections are completed with precise information regarding costs before and after the note of issue.
  • Include Relevant CPLR Sections: Familiarize yourself with the CPLR sections referenced in the form, as they guide the types of costs that can be claimed.
  • Document All Costs: Keep a detailed record of all costs and disbursements, as you will need to provide evidence to support your claims.
  • Serve the Bill Properly: Follow the correct procedure for serving the bill of costs and notice of taxation to the opposing party's attorney.
  • Sworn Statements: Remember to include sworn statements confirming the accuracy of the costs and disbursements claimed.
  • Review for Completeness: Before submission, double-check the form for completeness to avoid delays in processing.
  • Be Mindful of Deadlines: Submit the Bill of Costs within the timeframe set by the court to ensure your claims are considered.
  • Seek Legal Advice if Needed: If you have questions or uncertainties, consult with a legal professional to ensure compliance with all requirements.

New York Bill Costs: Usage Guide

Completing the New York Bill Costs form requires careful attention to detail. This form is essential for documenting the costs and disbursements incurred during a legal action. Below are the steps to help you fill it out accurately.

  1. Begin by entering the Court County and Index Number at the top of the form.
  2. Fill in the names of the Plaintiff(s) and Defendant(s).
  3. List the Costs incurred before and after the note of issue. Refer to CPLR §8201 for the relevant sections.
  4. Document any Trial Costs as outlined in CPLR §8201 subd. 3.
  5. Include any Allowances by Statute as per CPLR §8302(a) and (b).
  6. Record Additional Allowances under CPLR §8302(d).
  7. Detail the Motion Costs according to CPLR §8202.
  8. Indicate costs related to Appeals to the Appellate Term, Appellate Division, and Court of Appeals, citing CPLR §8203 and §8204.
  9. List costs associated with frivolous claims and counterclaims as specified in CPLR §8303-a.
  10. Next, move to the DISBURSEMENTS section. Itemize fees for index numbers, referee's fees, and other relevant costs according to the CPLR sections provided.
  11. Calculate the TOTAL amount for both costs and disbursements.
  12. Sign and date the form at the designated area, ensuring the name is printed beneath the signature.
  13. Complete the affirmation section, confirming the accuracy of the information provided.

Once you have filled out the form, ensure all sections are complete and accurate before submitting it to the appropriate court. This will help facilitate the processing of your costs and disbursements efficiently.