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Evidence Audit 2026-03-26

COMPREHENSIVE EVIDENCE AUDIT

Litman v. Goldberg, Index No. 524343/2025

Audit Date: March 26, 2026 Auditor: Automated deep-dive across all evidence categories


AUDIT SUMMARY

Category Items Verified Gaps Found Gaps Filled Today
Financial Evidence 2,435 files 12 gaps 4 filled
Patent Evidence 905 patents + 21 IFW + POAs 4 gaps 3 filled
Court Filings 70 NYSCEF docs 17 missing 4 URLs opened for manual download
Email Evidence 276,901 emails 7 gaps 2 filled
Website Evidence 7 screenshots 1 gap 0
Trademark Evidence 748 USPTO emails 0 gaps N/A (new today)
Legal Memos 10 memos 1 gap 0

WHAT WAS FILLED TODAY

1. POA PDFs Downloaded (2 patents)

2. IFW Data Fetched (1 patent)

3. Martha Long Solicitation Emails FOUND (4 emails)

4. Karen Van Giezen "The Pad" Emails FOUND (3 emails)

5. NYSCEF Docs 54-57 URLs Identified


REMAINING GAPS (Prioritized)

CRITICAL (Must Address Before Trial)

# Gap Why Critical Action Required
1 Court reporter transcript of 12/05/2025 oral decision Judge Maslow's reasoning for Count V survival. Cannot be obtained digitally. Order from court reporter. Contact Kings County Supreme Court clerk.
2 Nunc Pro Tunc Assignment PDF (Reel 007281, Frame 0821) Central to defeating consent defense (para 38 of SAC). Goldberg's own recorded document states Litman owns his name. Manual download from assignmentcenter.uspto.gov -- search Reel 007281, Frame 0821.
3 Arbitration agreement text defining "20% formula" The $15M discrepancy hinges on whether 20% applies to gross receipts or collected fees. The NGM Litman Agreement exists at ~/Downloads/NGM Litman Agreement.pdf. Need to extract and analyze the 20% formula language.
4 NYSCEF Docs 54-57 Goldberg's opposition arguments and Litman's reply -- needed to understand the legal positions. Manual download from browser (tabs already opened).

HIGH PRIORITY

# Gap Action
5 Goldberg's response to $15M discrepancy letter (July 2025) Search rclitman@gmail.com for replies from hcarter@gcpc.com or gkren@gcpc.com after 7/20/2025
6 Standalone Affirmative Defense Counter-Evidence Table Build counsel-ready document mapping all 10 defenses to specific evidence
7 3 additional assignment PDFs from assignmentcenter.uspto.gov Manual browser download needed
8 Professional liability insurance certificate Uncle to locate and provide
9 Zip files from Deborah Schaefer or Grace Kren Uncle to search rclitman@gmail.com and download

MEDIUM PRIORITY

# Gap Note
10 NYSCEF Docs 44, 46-47, 50-51, 59 Plaintiff's own filings -- lower priority since we can recreate from memory
11 3Q2020 Fee Allocation Summary Only missing quarter from 2020 series
12 Jul-Sep 2023 Payment Allocation PDFs First 3 months post-arbitration have no docket-level allocation PDFs
13 Jun 2025 Receivables report Last pre-termination receivables
14 KNPC pre-2024 Litman Line 74 patents search Query ready but not yet run
15 Full 276K email body extraction Only 101 case-relevant bodies extracted; bulk extraction never completed

LOW PRIORITY / RESOLVED

# Item Status
16 Text messages PDF RESOLVED -- Exhibit_E_Text_Messages_Goldberg.pdf exists in court_filings/
17 Sept 5, 2025 website screenshot Exists but may need cleaner capture
18 Patent grant XML files Results captured in PDF; raw XML not retained

EVIDENCE INVENTORY TOTALS

Documents & Files

Category Count
Financial attachments 2,435 files
Email metadata records 276,901
Email attachments extracted 11,243+
Court filings obtained 53 of 70 NYSCEF docs
Patent-related documents 905 patents + 21 IFW + 19 POAs
Trademark-related USPTO emails 748
Website screenshots 7
Legal memos/exhibits 15+

Key Evidence Counts

Evidence Type Count
Goldberg POA signatures 16 confirmed (updated today)
Lafave PTOL-85B filings 18
USPTO trademark emails to Litman 748 across 301 matters
Kline emails CC'ing Litman 2,431 across 309 dockets
JBG journal entries 28,503 across 1,955 dockets
JBG trust ledger authorizations 54
Martha Long solicitation emails 4 (with "27 years" language)
"The Pad" directive emails 3 (Van Giezen + Goldberg)

Financial Totals

Metric Amount
Total billed (2017-2025) $32,448,690
Total collected (2017-2025) $23,530,099
Outstanding AR $8,918,591
Trust balance (June 2025) $1,211,244
Litman 20% paid (post-arb) $2,403,126
Litman 20% due (per uncle's calc) $5,876,081
Claimed underpayment $3,472,955

"Deck of Cards" Publication Count

Source Publications
Patent front pages (Line 74) 905
USPTO IFW outgoing documents 206
USPTO trademark emails to Litman 748
Kline client emails CC'ing Litman 2,431
Martha Long solicitation emails 4
Website appearances 7+
TOTAL SEPARATE SS 51 USES 4,301+

DATA INTEGRITY NOTES

  1. $79,150 discrepancy between VERIFIED_FINANCIAL_SUMMARY ($2,481,602 due) and NGM Workup ($2,402,452 due) -- explained by missing allocations Litman identified in June 2025

  2. Jan 2024 payment ($132,636.68) missing from Workup -- present in master Litman Summary but absent from Goldberg's accounting

  3. Sep 2024 payment amount mismatch -- Workup shows $16,469.11; Verified Summary shows $17,866.40

  4. Jan 2025 $9.00 shortfall -- only month where payment doesn't match the 20% due exactly

  5. POA count now verified at 16 -- previously claimed 16 but only 14 were in the table. Today's downloads of patents 12,227,748 and 12,303,254 confirmed the remaining 2, bringing the verified total to 16.

  6. Most recent Goldberg POA: January 17, 2025 -- 3 days after the Line 74 switchover. He signed one last POA putting Litman's name on a filing, then switched to his own name on Line 74.