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The New York Bill Costs form serves as a critical document in the legal process, detailing the costs and disbursements incurred during litigation. This form outlines various categories of costs, including those incurred before and after the note of issue, trial costs, and allowances specified by statute. It also encompasses motion costs and costs associated with appeals to different courts, such as the Appellate Division and the Court of Appeals. Disbursements are meticulously itemized, covering fees for index numbers, referee’s fees, clerk’s fees, and costs related to serving documents, among others. Additionally, the form requires an affirmation from the attorney of record, confirming that the listed costs are reasonable and necessary for the case. This document not only serves as a record of expenses but also as a formal notice to opposing counsel regarding the taxation of these costs, ensuring transparency and adherence to legal protocols.

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

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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)

Form Specifications

Fact Name Details
Form Title Bill of Costs (with CPLR sections)
Governing Law New York Civil Practice Law and Rules (CPLR)
Costs Before Note of Issue Costs are outlined under CPLR §8201 subd. 1
Costs After Note of Issue CPLR §8201 subd. 2 specifies costs applicable after the note of issue is filed
Trial Costs Costs related to the trial of issues are governed by CPLR §8201 subd. 3
Allowance by Statute Statutory allowances are detailed in CPLR §8302(a),(b)
Motion Costs Motion costs are addressed in CPLR §8202
Appeal Costs Costs for appeals are specified in various sections: CPLR §8203(a) for Appellate Division, §8203(b) for Appellate Term, and §8204 for Court of Appeals
Frivolous Claims CPLR §8303-a outlines costs associated with frivolous claims and counterclaims

New York Bill Costs: Usage Guidelines

Filling out the New York Bill Costs form requires careful attention to detail. This form is essential for requesting the reimbursement of costs incurred during legal proceedings. Once completed, the form will need to be submitted to the court for review and taxation of costs.

  1. Obtain the form: Download the New York Bill Costs form from a reliable legal resource or obtain a physical copy from the court.
  2. Fill in court information: At the top of the form, enter the name of the court and the county where the case is filed.
  3. Index number: Input the assigned index number for your case in the designated field.
  4. Parties involved: Clearly write the names of the plaintiff(s) and defendant(s) as they appear in the case.
  5. List costs before and after the note of issue: Under the appropriate sections, itemize the costs incurred before and after the note of issue, referencing the relevant CPLR sections.
  6. Detail disbursements: In the disbursements section, list all applicable fees and costs, including but not limited to index number fees, referee fees, and jury fees. Make sure to reference the corresponding CPLR sections for each item.
  7. Calculate totals: Add up the costs and disbursements to arrive at a total amount owed.
  8. Affirmation section: Complete the attorney's affirmation by stating that the listed costs and disbursements are reasonable and necessary. Sign and date this section.
  9. Service of notice: Indicate how the bill of costs and notice of taxation was served to the opposing attorney, following the instructions provided on the form.
  10. Final review: Carefully review the entire form for accuracy and completeness before submission.

After completing the form, it should be submitted to the appropriate court clerk's office. Be sure to keep a copy for your records. The court will then process the bill of costs and notify you of any decisions regarding the taxation of costs.

Your Questions, Answered

What is the New York Bill Costs form?

The New York Bill Costs form is a legal document used to itemize the costs and disbursements incurred during a legal action. It provides a detailed breakdown of expenses that a party may seek to recover from the opposing party, including fees for court filings, witness attendance, and other necessary expenditures related to the case.

Who can file a Bill of Costs?

Typically, the prevailing party in a legal action can file a Bill of Costs. This means that if you win your case, you may be entitled to recover certain costs from the losing party. It's important to ensure that the costs claimed are reasonable and necessary for the case.

What types of costs can be included in the Bill of Costs?

The Bill of Costs can include various types of costs, such as filing fees, referee fees, witness fees, and costs associated with obtaining transcripts. Additionally, it can cover expenses related to serving documents and other necessary actions taken during the litigation process.

When should the Bill of Costs be filed?

The timing for filing a Bill of Costs is crucial. Generally, it should be filed after the conclusion of the case, particularly after a judgment has been entered. However, specific rules may apply depending on whether costs are sought before or after the note of issue has been filed.

What is a notice of taxation?

A notice of taxation is a notification that informs the parties involved that the Bill of Costs will be reviewed and taxed by the court clerk. This process determines which costs will be awarded. The notice must be served on the opposing party to ensure they are aware of the claim for costs.

How are costs taxed?

Costs are taxed by the court clerk, who reviews the Bill of Costs to verify the claims made. The clerk will assess whether the costs are reasonable and necessary. If the clerk approves the costs, they will be added to the judgment amount. If there are disputes, further proceedings may be necessary.

Can a party contest a Bill of Costs?

Yes, a party can contest a Bill of Costs. If you believe that the costs claimed are excessive or not related to the case, you may file an objection. This could lead to a hearing where both parties can present their arguments regarding the appropriateness of the claimed costs.

What happens if the Bill of Costs is not filed?

If a Bill of Costs is not filed, the prevailing party may lose the opportunity to recover costs. It is essential to adhere to the filing requirements and deadlines to ensure that all eligible costs are considered by the court.

Are there any specific rules governing the Bill of Costs?

Yes, the Bill of Costs is governed by specific sections of the Civil Practice Law and Rules (CPLR) in New York. These rules outline what costs can be claimed, how they should be documented, and the procedures for filing and contesting the bill.

Is legal representation necessary to file a Bill of Costs?

While it is not strictly required to have legal representation to file a Bill of Costs, it is highly advisable. An attorney can help ensure that the form is completed correctly, that all necessary costs are included, and that the filing adheres to relevant legal standards.

Common mistakes

  1. Neglecting to Fill in the Index Number: Many individuals forget to include the index number on the form. This number is essential for identifying the case and ensuring proper processing.

  2. Incorrect Calculation of Costs: Errors often occur in the calculation of costs and disbursements. It is crucial to double-check all figures to avoid discrepancies that could delay the process.

  3. Omitting Required Signatures: Failing to sign the form can lead to rejection. Ensure that all necessary signatures are present before submission.

  4. Not Providing Accurate Dates: Some may overlook the importance of accurate dates. The date of service and the date of filing should be clearly stated to avoid confusion.

  5. Forgetting to Include Supporting Documents: It is common to forget to attach supporting documents, such as receipts or invoices. These documents provide proof of the costs claimed.

  6. Improperly Identifying the Parties: Misidentifying the plaintiff or defendant can lead to complications. Ensure that all parties are correctly named as per court records.

  7. Using Incorrect Legal Terminology: While legal jargon can be confusing, using incorrect terms may result in misunderstandings. It is best to stick to straightforward language when possible.

  8. Not Following Filing Instructions: Each court may have specific filing requirements. Ignoring these instructions can lead to unnecessary delays.

  9. Failing to Keep Copies: Some individuals do not retain copies of the submitted form. Keeping a copy is vital for your records and for any future reference.

Documents used along the form

The New York Bill Costs form is an essential document used in legal proceedings to outline the costs and disbursements incurred by a party. Along with this form, several other documents often accompany it to ensure a comprehensive representation of expenses and procedural compliance. Below are five commonly used forms and documents that complement the New York Bill Costs form.

  • Notice of Taxation: This document informs the parties involved that the bill of costs will be reviewed and taxed by the court clerk. It specifies the date and time for the taxation, allowing for transparency in the process.
  • Attorney's Affirmation: This affirmation is a sworn statement by the attorney of record. It confirms that the costs and disbursements listed are reasonable and necessary for the case. It also includes details about witnesses and their attendance.
  • Affidavit of Service: This affidavit serves as proof that the bill of costs and notice of taxation have been properly served to the opposing party. It outlines how and when the documents were delivered, ensuring compliance with legal requirements.
  • Itemized Statement of Costs: This document provides a detailed breakdown of each cost incurred during the legal process. It helps clarify the expenses claimed in the Bill of Costs and supports the attorney's affirmation.
  • Judgment Roll: This is a compilation of all documents filed in a case that led to the final judgment. It includes the Bill of Costs and serves as a record of the proceedings and decisions made by the court.

These documents work in tandem with the New York Bill Costs form to create a clear and organized account of legal expenses. Understanding each component is crucial for parties involved in litigation, ensuring that all costs are properly documented and justified.

Similar forms

  • Bill of Particulars: This document outlines the specific details of a claim or defense in a lawsuit. Similar to the New York Bill Costs form, it provides a clear breakdown of the elements involved, ensuring transparency and clarity for all parties involved in the case.
  • Statement of Claim: This document initiates a lawsuit and sets forth the plaintiff's claims against the defendant. Like the Bill Costs form, it details specific claims and provides a structured format for presenting information to the court.
  • Notice of Motion: This document informs the court and opposing parties of a request for a specific ruling or order. It shares a similar purpose with the Bill Costs form in that both documents require precise information and adherence to procedural rules.
  • Affidavit: An affidavit is a written statement confirmed by oath or affirmation. Both the affidavit and the Bill Costs form serve as sworn documents, providing necessary information to the court while ensuring the integrity of the statements made.
  • Judgment: A judgment is the official decision made by a court regarding the rights and liabilities of the parties. The Bill Costs form is similar in that it seeks to quantify the financial implications of the court’s decision, providing a detailed account of costs incurred.
  • Notice of Appeal: This document indicates a party's intention to challenge a court's decision. It parallels the Bill Costs form by requiring a clear presentation of the issues at stake, as well as any associated costs that may arise from the appeal process.
  • Certificate of Service: This document confirms that legal papers have been properly served to the other party. Like the Bill Costs form, it ensures that all parties are informed and that procedural requirements have been met.
  • Response to Discovery Requests: This document contains a party's answers to questions or requests for information from the opposing party. Both it and the Bill Costs form require thoroughness and accuracy, providing critical information to advance the case.
  • Settlement Agreement: This document outlines the terms agreed upon by the parties to resolve a dispute without going to trial. Similar to the Bill Costs form, it details specific obligations and can include cost considerations related to the settlement.

Dos and Don'ts

Filling out the New York Bill Costs form can be a straightforward process if you follow certain guidelines. Here are some essential do's and don'ts to keep in mind:

  • Do ensure all information is accurate and complete. Double-check names, dates, and amounts.
  • Do keep a copy of the completed form for your records. This will be useful for future reference.
  • Do follow the specific instructions provided on the form. Each section has its requirements that must be adhered to.
  • Do include all relevant costs and disbursements. Omitting any could affect your total claim.
  • Do file the form in a timely manner. Late submissions may lead to complications or denial of costs.
  • Don't leave any sections blank. If a section does not apply, indicate this clearly.
  • Don't use vague descriptions for costs. Be specific to avoid confusion or disputes.
  • Don't forget to sign and date the form. An unsigned form may be considered invalid.
  • Don't assume all costs will be automatically approved. Be prepared to provide documentation if requested.

By adhering to these guidelines, you can navigate the Bill Costs form with greater ease and confidence.

Misconceptions

Understanding the New York Bill Costs form is essential for anyone involved in a legal proceeding. However, several misconceptions often arise regarding this form. Here are seven common misunderstandings:

  • The form is only for attorneys. Many believe that only lawyers can fill out the Bill of Costs. In reality, while attorneys typically handle this form, individuals representing themselves can also complete it.
  • Costs can be claimed for any expense. Some think that any expense related to the case can be included. However, only specific costs outlined in the form and relevant statutes are eligible for reimbursement.
  • All costs are automatically granted. There is a belief that submitting the Bill of Costs guarantees payment. In fact, the court reviews and decides which costs are reasonable and appropriate.
  • Disbursements and costs are the same. Many confuse these two terms. Disbursements refer to specific expenses incurred, while costs often relate to fees associated with the legal process itself.
  • The form needs to be filed immediately. Some individuals think they must submit the Bill of Costs right after the trial. Instead, there are specific timelines for filing, typically after the judgment is entered.
  • Witness fees are not reimbursable. There is a misconception that costs related to witnesses cannot be claimed. In fact, reasonable witness fees can be included as part of the costs.
  • Only one Bill of Costs can be filed per case. Some believe that they can only submit a single Bill of Costs. However, multiple bills can be filed if there are different phases or appeals in the case.

Clarifying these misconceptions can help individuals navigate the legal process more effectively and understand their rights regarding costs and disbursements.

Key takeaways

Filling out and using the New York Bill Costs form can seem daunting, but understanding the key elements can simplify the process. Here are some important takeaways:

  • Know the Purpose: The Bill of Costs form is used to claim costs and disbursements incurred during legal proceedings.
  • Identify Relevant Sections: Familiarize yourself with the CPLR sections referenced in the form, as they guide the types of costs you can claim.
  • Distinguish Between Costs: Differentiate between costs before and after the note of issue. This distinction affects what can be included in your claim.
  • Detail Disbursements: Clearly list all disbursements, such as filing fees, witness fees, and costs for transcripts, to ensure full reimbursement.
  • Provide Accurate Information: Ensure that all information, including names and addresses, is accurate to avoid delays in processing your claim.
  • Serve the Notice Correctly: Follow the correct procedure for serving the Bill of Costs and notice of taxation to the opposing party, as outlined in the form.
  • Affirm Your Claims: An attorney's affirmation is necessary to validate the costs claimed. This adds credibility to your submission.

By keeping these points in mind, you can navigate the Bill Costs form with greater confidence and accuracy.