Baker-Hoey v. Lockheed Martin Corp.

3 Cal. Rptr. 3d 593, 111 Cal. App. 4th 592, 2003 Daily Journal DAR 9421, 2003 Cal. Daily Op. Serv. 7607, 2003 Cal. App. LEXIS 1281
CourtCalifornia Court of Appeal
DecidedAugust 20, 2003
DocketE032995
StatusPublished
Cited by29 cases

This text of 3 Cal. Rptr. 3d 593 (Baker-Hoey v. Lockheed Martin Corp.) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baker-Hoey v. Lockheed Martin Corp., 3 Cal. Rptr. 3d 593, 111 Cal. App. 4th 592, 2003 Daily Journal DAR 9421, 2003 Cal. Daily Op. Serv. 7607, 2003 Cal. App. LEXIS 1281 (Cal. Ct. App. 2003).

Opinion

Opinion

HOLLENHORST, J.

Under Code of Civil Procedure section 1033.5, subdivision (a)(7), the prevailing party in tort litigation may recover as costs the ordinary witness fees, as defined in Government Code section 68093 and Code of Civil Procedure section 1986.5, which were incurred in deposing a witness. 1 In this case, we hold that the ordinary witness fees do not include a treating physician’s reasonable and customary hourly or daily fees which must be paid under section 2034, subdivision-(i)(2) in. order to take the deposition of the treating physician.

We also hold that the prevailing party may not recover the costs of a discovery referee as a matter of right and the trial court did not abuse its discretion in denying recovery under the circumstances of this case.

*595 The Underlying Litigation

Lockheed Martin Corporation appeals the trial court’s granting of a motion to tax certain costs in this case, which is also known as the Redlands tort litigation. The Redlands tort litigation began as a class action alleging that defendant Lockheed Martin Corporation and others conducted manufacturing operations in Redlands beginning in 1954, and that those operations discharged dangerous chemicals which contaminated the city’s drinking water supply. The action alleged that this contaminated water was used by many of the residents of the city. Plaintiffs sought a court order requiring defendants to fund a court-supervised program for the medical monitoring of class members, estimated at 50,000 to 100,000 persons. The trial court certified the class but we reversed, finding that class certification was inappropriate because individual issues clearly predominated. Our Supreme Court affirmed our decision, finding that plaintiffs had not met their burden of proving that common issues of law and fact predominate. (Lockheed Martin Corp. v. Superior Court (2003) 29 Cal.4th 1096, 1101-1103 [131 Cal.Rptr.2d 1, 63 P.3d 913].)

The Motion for Summary Judgment

In December 2001, Lockheed Martin brought a motion for summary judgment or summary adjudication against certain plaintiffs, alleging that their individual claims were barred by the statute of limitations. The trial court agreed with Lockheed Martin that the individual claims of eight plaintiffs were time-barred for some or all of their causes of action.

The Motion to Tax Costs

Lockheed Martin then filed cost memoranda seeking cost reimbursements from each of the eight defeated plaintiffs. The lengthy memoranda presented various calculations to allocate a fraction of the costs of the litigation to each of the eight plaintiffs. For example, using this allocation system, Lockheed Martin sought costs of $16,783.16 from plaintiff Patricia Baker-Hoey. Costs were sought from the other seven defeated plaintiffs in sums ranging from $15,237.48 to $31,388.35.

In May 2002, plaintiffs filed their detailed objections to the cost memoranda and concurrent motions to tax the costs. The objections included the contention that plaintiffs should not have to pay for the costs of the depositions of the plaintiffs’ respective treating physicians. Plaintiffs argued that those costs are not properly recoverable under section 1033.5. Plaintiffs also argued that they should not have to pay the costs of the discovery referee, including time charged for the referee’s attendance at individual depositions.

*596 In rebuttal, Lockheed Martin argued that it should be reimbursed for the fees it had to pay to take the depositions of the treating physicians, and the fees it paid to the discovery referee.

A hearing was held on July 15, 2002. The court refused to make a general apportionment of costs to plaintiffs and instead decided that “[t]he rationale has to be reasonableness of the fees on a case-by-case basis, cost-by-cost basis to determine what is reasonable as to fees as to each of the Plaintiffs.” After considering a number of other issues, the trial court reviewed the statutes and tentatively ruled that Lockheed Martin could not recover the full costs of taking the deposition of the treating physicians for each of the eight plaintiffs. It also tentatively ruled that the original payment schedule for apportionment of the costs of the discovery referee would govern, and Lockheed Martin could not recover the fees it paid to the discovery referee as costs.

After further briefing, the cost issues were again heard on October 16, 2002. At the conclusion of that hearing, the trial court adopted its tentative rulings and issued its order on the objections to claimed costs. As noted above, two aspects of that order are contested here. 2 Lockheed Martin contends the trial court erred (1) in allowing only $35 a day for the depositions of plaintiffs’ treating physicians, instead of their customary hourly and daily fees; and (2) in refusing to allow recovery of costs paid to the court-appointed discovery referee. 3

Standard of Review

The parties agree that the applicable standard of review for the issue of the allowance of the costs of deposing treating physicians is de novo review. “On review of an award of attorney fees after trial, the normal standard of review is abuse of discretion. However, de novo review of such a trial court order is warranted where the determination of whether the criteria for an award of attorney fees and costs in this context have been satisfied amounts to statutory construction and a question of law. [Citations.]” (Carver v. Chevron U.S.A., Inc. (2002) 97 Cal.App.4th 132, 142 [118 Cal.Rptr.2d 569].)

*597 We agree with the parties. As will be seen, the first issue is an issue of statutory interpretation and a de novo standard of review is appropriate. 4

Plaintiffs contend that the abuse of discretion standard of review is the proper standard to use in deciding whether the trial court properly denied the fees of the discovery referee. They point out that the award or denial of such fees is discretionary under section 1033.5, subdivision (c)(4). (Winston Square Homeowner’s Assn. v. Centex West, Inc. (1989) 213 Cal.App.3d 282, 292-293 [261 Cal.Rptr. 605].) We agree and apply the abuse of discretion standard of review to the second issue.

General Principles

“The ‘costs’ of a civil action consist of the expenses of litigation, usually excluding attorney fees. Under the common law rule, parties to litigation must bear their own costs. The right to recover any of such costs is determined entirely by statute. ‘It is axiomatic that the right to recover costs is purely statutory, and, in the absence of an authorizing statute, no costs can be recovered by either party.’ [Citations.]” (Davis v. KGO-T.V., Inc. (1998) 17 Cal.4th 436, 439 [71 Cal.Rptr.2d 452, 950 P.2d 567].)

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3 Cal. Rptr. 3d 593, 111 Cal. App. 4th 592, 2003 Daily Journal DAR 9421, 2003 Cal. Daily Op. Serv. 7607, 2003 Cal. App. LEXIS 1281, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-hoey-v-lockheed-martin-corp-calctapp-2003.