Judge: Alison Mackenzie, Case: 21STCV43745, Date: 2025-02-25 Tentative Ruling



Case Number: 21STCV43745    Hearing Date: February 25, 2025    Dept: 55

 

NATURE OF PROCEEDINGS: Hearing on (1) Defendant’s Objection to Proposed Judgment on Cross-Complainant Jerey Messod Abesera’s Dismissed Cross-Complaint; Motion to Strike or, in the Alternative, to Tax Costs; and (2) Plaintiff’s Motion to Tax Defendant Abesera’s Alleged Costs

                                                                                                                                       

BACKGROUND

Plaintiff Alain V. Bonavida filed this case against Defendant Jeremy Messod Abesera following a physical altercation between the two men outside of Defendant’s home. Plaintiff alleged claims against Abesera for battery, assault, violation of the Ralph Civil Rights Act (Civil Code Section 51.7 and 52) and the Tom Bane Civil Rights Act (Civil Code Section 52.1), and intentional infliction of emotional distress. Defendant filed a cross-complaint in December 2021 alleging claims for battery, assault, intentional infliction of emotional distress, and slander. On 11/28/2022, Defendant served Plaintiff with a Code of Civil Procedure section 998 Offer to Compromise (“998 Offer”) in the amount of $15,000 in exchange for dismissal of Plaintiff’s Complaint and Defendant’s Cross-Complaint. Plaintiff did not accept the 998 Offer.

On November 19, 2024, Defendant dismissed his Cross-Complaint with prejudice. The parties proceeded to trial in December 2024. During trial, Plaintiff dismissed his claims for violation of the Ralph Act and Bane Act. At trial, the jury returned a verdict against Bonavida on the claims for battery and intentional infliction of emotional distress. The jury found that Defendant had assaulted Plaintiff but awarded Plaintiff $0 dollars in damages.

Following trial, Plaintiff submitted a proposed judgment on Defendant’s dismissed Cross-Complaint and a Memorandum of Costs (followed two days later by a verified Memorandum of Costs) seeking costs in the amount of $8,161,63. The proposed judgment states that Plaintiff is the prevailing party on the dismissed Cross-Complaint and is entitled to costs incurred up to November 19, 2024. Defendant filed an objection to the proposed judgment, motion to strike the Memorandum of Costs or, in the alternative, a motion to tax Plaintiff’s memorandum of costs. Plaintiff opposes.

Defendant filed a proposed judgment on Plaintiff’s Complaint and a verified Memorandum of Costs seeking costs in the amount of $13,493.61. Plaintiff filed an objection to the proposed judgment and a motion to tax Defendant’s costs and Defendant opposes. This tentative ruling addresses both parties’ motions.

 

LEGAL STANDARD

Pursuant to Code of Civil Procedure section 1032, subdivision (b), a prevailing party is entitled to recover costs. A prevailing party is defined as including (1) “the party with a net monetary recovery,” (2) a defendant (or cross-defendant) “in whose favor a dismissal is entered,” (3) “a defendant where neither plaintiff nor defendant obtains any relief,” and (4) a defendant as against those plaintiffs who do not recover any relief against that defendant.”

Generally, when a party falls squarely within one of the four situations enumerated in the definition of a prevailing party under section 1032, that party is entitled to recover costs as a matter of right. Great Western Bank v. Converse Consultants, Inc. (1997) 58 Cal.App.4th 609, 612–614. “In other situations, the trial court in its discretion determines the prevailing party, comparing the relief sought with that obtained, along with the parties' litigation objectives as disclosed by their pleadings, briefs, and other such sources.” On-Line Power, Inc. v. Mazur (2007) 149 Cal. App. 4th 1079, 1087, citing Code of Civil Procedure section 1032(a)(4) (“in situations other than as specified [i.e., the 4 situations listed above] the ‘prevailing party’ shall be as determined by the court, and under those circumstances, the court, in its discretion, may allow costs or not…”).

Code of Civil Procedure section 1033.5, subdivision (c)(1) provides that certain items are allowable costs, including filing and motion fees, court-ordered transcripts, court reporter fees as established by statute, fees for electronic service or filing, and models, enlargements, and photocopies of exhibits. Code of Civil Procedure section 1033.5, subdivision (b) sets forth items that are not allowable as costs, including transcripts of court proceedings not ordered by the court.

Costs must be both reasonable in amount and reasonably necessary to the conduct of the litigation. Code Civ. Proc., § 1032; § 1033.5(c)(2) and (3).) To obtain a costs award, the prevailing party must serve and file a memorandum of costs. Cal. Rules of Court, rule 3.1700(a). If items on their face appear to be proper charges, the verified memorandum of costs is prima facie evidence of their propriety, and the burden is on the party seeking to tax costs to show they were not reasonable or necessary. ‘On the other hand, if items are properly objected to, they are put in issue and the burden of proof is on the party claiming them as costs.’ However, whether a cost item was reasonably necessary is still a question of fact to be decided by the trial court.” Jones v. Dumrichob (1998) 63 Cal.App.4th 1258, 1266 (quoting Ladas v. California State Auto. Assn. (1993) 19 Cal.App.4th 761, 774. Supporting documentation such as bills or invoices are not required unless costs are put in issue by a motion to tax costs. Id. at p. 167.

 

ANALYSIS

Prevailing party

Plaintiff objects to the proposed judgment submitted by Defendant because, Plaintiff argues, it contains unnecessary extraneous information and includes a specific amount for costs rather than leaving that space blank.  Plaintiff does not, however, dispute Defendant’s statement in the proposed judgment that Defendant is the prevailing party on Plaintiff’s Complaint. The Court agrees that Defendant’s proposed judgment contains extraneous verbiage and that Defendant will need to submit a revised proposed judgment after this tentative ruling becomes final.

Defendant objects to the proposed judgment submitted by Plaintiff because, Defendant argues, Plaintiff is not the prevailing party on the dismissed Cross-Complaint. In determining the prevailing party in this action, the Court acknowledges that both parties achieved a status that Code of Civil Procedure section 1032 defines as a prevailing party. On the one hand, Defendant dismissed with prejudice his Cross-Complaint against Plaintiff. On the other hand, Plaintiff dismissed two of his claims against Defendant, the jury found against Plaintiff on two of his three claims, and as for the third claim, the jury awarded Plaintiff no damages. Thus, Plaintiff did not obtain any recovery against Defendant. Because both parties achieved a status that could warrant a finding of prevailing party, Code of Civil Procedure section 1032(a)(4) makes clear that in such a situation, the Court must exercise its discretion to determine the prevailing party and whether costs should be awarded.

Here, Plaintiff dismissed two of his claims during trial and, despite requesting millions of dollars of damages at trial, he received no recovery against Defendant. Moreover, Plaintiff rejected the 998 Offer in 2022 to settle both cases. Plaintiff did not, of course, obtain a more favorable outcome than the 998 Offer at trial and so he is not, under any circumstances, entitled to any post-offer costs pursuant to Code of Civil Procedure section 998. These facts demonstrate that Plaintiff did not meet his litigation objectives because he hoped to recover millions of dollars against Defendant and instead received nothing. That Defendant dismissed the Cross-Complaint as the case neared trial is not a significant fact militating in favor of finding Plaintiff to be the prevailing party given that the totality of facts in this case suggest that Defendant, not Plaintiff, prevailed in this litigation.   

Defendant’s 998 Offer is persuasive evidence of his willingness to compromise and resolve this case. Defendant has presented credible evidence that he dismissed the Cross-Complaint in a good faith effort to streamline the case and facilitate a settlement. At trial, Defendant successfully defended Plaintiff’s claims. Plaintiff dismissed two of his claims mid-trial. The jury found against Plaintiff and awarded no damages. Plaintiff thus obtained no relief against Defendant. Under these circumstances, the Court exercises its discretion to determine that Defendant is the prevailing party under Section 1032(a)(4) because he sought to resolve this case and ultimately succeeded in beating back Plaintiff’s claims. The Court further exercises its discretion in allowing Defendant to seek costs pursuant to Code Civ. Proc., § 1032(a)(4); § 1033.5. The Court therefore grants Defendant’s motion to strike Plaintiff’s Amended Memorandum of Costs and denies the motion to tax Plaintiff’s costs as moot.

In connection with Defendant’s Memorandum of Costs, Plaintiff broadly argues that Defendant is not entitled to any of his claimed costs because he did not provide any documentation for his costs. But as noted above, the verified Memorandum of Costs is prima facie evidence of their propriety. The Court cannot and will not consider a vague argument against all the costs without a specific objection. Moreover, Defendant’s request for filing costs, court reporter fees, and photocopies of exhibits appear reasonable. Plaintiff also confusingly argues that Defendant cannot recover costs incurred by Plaintiff through the date of Defendant’s dismissal of the Cross-Complaint. First, Plaintiff does not explain how or why he believes Defendant was seeking costs that Plaintiff incurred and does not specify which of the specified costs should be taxed under this theory. Second, the Court has determined that Plaintiff is not the prevailing party in this action and thus Plaintiff’s arguments about the import of the dismissal of the Cross-Complaint are of no consequence.

Plaintiff does specifically object to Defendant’s request for $3,042.95 for “court-ordered transcripts,” noting correctly that this Court did not order any transcripts. Rather, the parties agreed between themselves to pay for a court reporter to prepare transcripts at trial. Defendant does not attempt to justify this claimed cost, which is expressly disallowed under Code of Civil Procedure section 1033.5(b)(5). The Court therefore taxes $3,042.95. Plaintiff argues for the first time in reply that certain other amounts in the Memorandum of Costs should be taxed, but he failed to specify these amounts in his initial motion and the Court therefore rejects those arguments.

CONCLUSION

Plaintiff’s Motion to Tax costs is granted in part and denied in part. The Court orders that $3,042.95 be taxed, leaving the total costs awarded to Defendant in the amount of $10,450.66.

Defendant’s Motion to Strike Plaintiff’s Memorandum of Costs is granted, and the Motion to Tax is denied as moot.

Plaintiff shall prepare a revised judgment.