I/P Engine, Inc. v. AOL, Inc. et al
Declaration re 861 Reply Declaration of Charles J. Monterio, Jr. In Support of I/P Engine Inc.'s Reply In Support of Its Bill of Costs by I/P Engine, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Sherwood, Jeffrey)
UNITED STATES DISTRICT COURT
EASTERN DISTRICT OF VIRGINIA
AOL, INC. et al.,
I/P ENGINE, INC.,
Civ. Action No. 2:11-cv-512
DECLARATION OF CHARLES J. MONTERIO, JR.
IN SUPPORT OF I/P ENGINE INC.’S REPLY IN SUPPORT OF ITS BILL OF COSTS
I, Charles J. Monterio, Jr., declare as follows:
I am an attorney with the law firm of Dickstein Shapiro LLP, 1825 Eye Street
N.W., Washington, DC 20006 and am counsel for Plaintiff I/P Engine, Inc. (“I/P Engine”) in the
This declaration is made pursuant to 28 U.S.C. § 1920 and submitted in support of
Plaintiff I/P Engine’s Reply In Support of Its Bill of Costs. I have personal knowledge of the
facts stated herein and, if called as a witness, could testify competently hereto. Each item of cost
for which recovery is sought was necessarily and actually incurred in this litigation. Many of the
costs sought in I/P Engine’s Bill of Costs were derived from contemporaneous accounting
records and invoices maintained by Dickstein Shapiro LLP or I/P Engine itself.
FEES OF THE CLERK AND MARSHALL
I/P Engine incurred an initial fee for the filing of its Complaint of $350.00.
I/P Engine also paid $825.00 in fees for the Pro Hac Vice Applications of its
attorneys: Brett Hamilton, Charles Monterio, Jr., Frank Cimino, Jr., Kenneth Brothers, Deanna
Allen, Jonathan Falkler, Leslie Jacobs, Dawn Rudenko, Krista Carter, Katie Scott and James
I/P Engine seeks a total of $1,175.00 for Fees of the Clerk.
FEES FOR SERVICE OF SUMMONS AND SUBPOENAS
I/P Engine incurred fees for service of deposition subpoenas via private process
servers in the amount of $568.75.
I/P Engine seeks no Fees for Service of Summons and Subpoenas.
FEES FOR PRINTED OR ELECTRONICALLY RECORDED TRANSCRIPTS
NECESSARILY OBTAINED FOR USE IN THE CASE
Transcripts for Depositions of Fact and Expert Witnesses
I/P Engine seeks recovery of $60,684.89 in video-taped depositions necessarily
obtained for use in this litigation. As a first matter with regard to necessity, I/P Engine notes that
nearly all of the witnesses for whom it took depositions appeared at trial either live or via
portions of their video-taped depositions. Further, all but one of the witnesses (John Diorio)
were listed on the Defendants’ Pretrial Disclosures, dated September 19, 2012, under the
designations “will be present at trial,” or “may be present at trial,” either one of which required
I/P Engine to be prepared to address their testimony at trial. Moreover, the majority of these
deponents appeared in at least one of Defendants’ Initial Disclosures where they were identified
as individuals “likely to have discoverable information” pursuant to Fed. R. Civ. P.
26(a)(1)(A)(i). Consequently, each of these depositions were necessary to the preparation of I/P
Engine’s case at the time they were taken.
Depositions of Defendants’ and I/P Engine’s Fact Witnesses
I/P Engine took the following 16 30(b)(1) or 30(b)(6) depositions of Defendants’
witnesses, the costs of which it seeks to have taxed as costs: James Maccoun, Celia Denery,
Jonathan Alferness, Marie Bamford, Stephen Kurtz, James Christopherson, Sanjay Datta, Ruben
Ortega, Jonathan Diorio, Derek Leslie-Cook, Robert Hickernell, Jr., Gary Holt, Gary Culliss,
Bartholomew Furrow, Nicholas Fox, and Mark Blais.
I/P Engine also seeks reimbursement for the depositions of two of its own
witnesses, Andrew D. Perlman and Alexander Berger for which it incurred costs.
All of these depositions were utilized extensively by I/P Engine in discovery,
motions for summary judgment and/or in preparation for trial. I/P Engine seeks the costs for the
court reporter, the original, and one copy of each deposition with exhibits, and reasonable
delivery fees. I/P Engine has adjusted the billable costs to remove charges for Realtime, Rough
ASCII copies, and LEF/SBF files.
Depositions of Inventor Witnesses
Defendants took the depositions of two inventor witnesses, Andrew K. Lang and
Donald Kosak. I/P Engine seeks reimbursement for the copy of those depositions for which it
incurred costs. These depositions were utilized extensively by I/P Engine in discovery, motions
for summary judgment and/or in preparation for trial.
Depositions of Defendants’ Expert Witnesses
I/P Engine took the depositions of two expert witnesses, Lyle Ungar, Ph.D. and
Keith Ugone, Ph.D. Both of these depositions were utilized extensively by I/P Engine in
discovery, motions for summary judgment and/or in preparation for trial. I/P Engine seeks the
costs for the court reporter, the original, and one copy of each deposition with exhibits, and
reasonable delivery fees. I/P Engine has adjusted the billable costs to remove charges for
Realtime, Rough ASCII copies, and LEF/SBF files.
Court Hearing Transcripts
I/P Engine seeks recovery of $252.00 in fees to the court reporter for certain
hearing transcripts. These transcripts were utilized by I/P Engine in discovery motions, motions
for summary judgment and/or in preparation for trial. Accordingly, the hearing transcripts were
I/P Engine seeks recovery of $4,922.75 in fees to the court reporter for the trial
transcript. A 15-day jury trial was conducted for this litigation beginning on October 16, 2012
and ending November 6, 2012. I/P Engine’s counsel ordered daily copies of the trial transcripts,
which were utilized for several purposes including to: (a) assist I/P Engine in the ongoing
preparation and presentation of its case; (b) provide a record of the Court’s rulings on evidentiary
and other matters; (c) provide a record of the testimony of each witness; and (d) enable I/P
Engine to prepare to respond to motions for judgment as a matter of law submitted to the Court
during trial. Accordingly, the daily transcript was necessary.
Total Transcript Costs
With respect to depositions, court hearings and trials, I/P Engine seeks a total of
$65,859.64 for Fees for Printed or Electronically Recorded Transcripts Necessarily Obtained for
Use in the Case.
FEES FOR WITNESSES
I/P Engine incurred fees for attendance at trial, subsistence fees for attendance at
trial, travel fees for witnesses at trial, witness fees for attendance at depositions, subsistence fees
for attendance at depositions and travel fees for attendance at depositions in the amount of
$28,179.33. A further breakdown of these fees are reflected on page 2 of Form AO 133 which is
being filed concurrently herewith as Monterio Dec., Exhibit 1.
I/P Engine requested a break-down of trial related expenses from its expert, Dr.
Steven Becker. Because Dr. Becker was unable to locate one travel receipt for the amount of
$520.60, I/P Engine reduced this amount to $1,956.78. The reduction is reflected in the amount
indicated in paragraph 17. Attached as Monterio Dec., Exhibit 2.
I/P Engine seeks a total of $28,179.33 for Fees for Witnesses.
FEES FOR EXEMPLIFICATION AND THE COSTS FOR MAKING COPIES OF
ANY MATERIALS WHERE THE COPIES ARE NECESSARILY OBTAINED
FOR USE IN THE CASE
I/P Engine seeks recovery of $12,999.35 in exemplification fees for copies of trial
exhibits necessarily obtained for use in this case. I/P Engine has made adjustments to the fee
totals to reduce billable charges to three sets of exhibits where appropriate. Based upon its meet
and confer with Defendants’ counsel attempting to arrive at a stipulation regarding costs, I/P
Engine agreed to withdraw its costs associated with the preparation of its trial exhibits by Digital
Evidence Group, totaling $68,496.61.
I/P Engine seeks further exemplification costs of $5,211.93 for additional
documents necessarily obtained for use in this case from outside parties where copies were
needed for document production and/or case analysis.
Total Exemplification and Copying Costs
With respect to trial exhibits and additional documents, I/P Engine seeks a total of
$18,211.28 for Fees for Exemplification and the Costs for Making Copies of Any Materials
Where the Copies are Necessarily Obtained for Use in the Case.
The total amount of costs claimed by I/P Engine under Fed. R. Civ. P. 54(d) and
28 U.S.C. §§ 1821 and 1920 is $113,425.25. I/P Engine respectfully submits that this amount,
while substantially less than the total costs actually incurred by I/P Engine during the course of
litigating its claims of patent infringement against Defendants, represents the costs taxable
against Defendants under controlling law. I, or persons under my supervision, have reviewed the
costs requested by I/P Engine for accuracy, and state that they are true and accurate to the best of
my knowledge and belief.
Accordingly, I/P Engine respectfully requests that this Court award it $113,425.25
as its costs of suit.
Dated: January 25, 2013
By: ___/s/ Charles J. Monterio, Jr. ______
Charles J. Monterio Jr.
DICKSTEIN SHAPIRO LLP
1825 Eye Street, NW
Washington, DC 20006
Telephone: (202) 420-2200
Facsimile: (202) 420-2201
Counsel for Plaintiff I/P Engine, Inc.
CERTIFICATE OF SERVICE
I hereby certify that on this 25th day of January, 2013, the foregoing DECLARATION
OF CHARLES J. MONTERIO, JR. IN SUPPORT OF I/P ENGINE INC.’S REPLY IN
SUPPORT OF ITS BILL OF COSTS, was served via the Court’s CM/ECF system, on the
Stephen Edward Noona
Kaufman & Canoles, P.C.
150 W Main St
Norfolk, VA 23510
Quinn Emanuel Urquhart & Sullivan LLP
50 California Street, 22nd Floor
San Francisco, CA 94111
Robert L. Burns
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Two Freedom Square
11955 Freedom Drive
Reston, VA 20190
Cortney S. Alexander
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
3500 SunTrust Plaza
303 Peachtree Street, NE
Atlanta, GA 94111
/s/ Jeffrey K. Sherwood