CourtCall, LLCv.Appearby, LLCDownload PDFTrademark Trial and Appeal BoardApr 13, 2015No. 92058484 (T.T.A.B. Apr. 13, 2015) Copy Citation Goodman/ice Mailed: April 13, 2015 Cancellation No. 92058484 CourtCall, LLC v. Appearby, LLC Before Taylor, Ritchie and Goodman, Administrative Trademark Judges. By the Board: Appearby, LLC, (hereinafter “Respondent”), owns a registration for the mark APPEARBYPHONE for “Teleconferencing services, namely, audio conferencing, video conferencing, and data conferencing” in International Class 38.1 On January 8, 2014, CourtCall, LLC, (hereinafter “Petitioner”), filed a petition to cancel the registration on grounds of priority and likelihood of confusion; descriptiveness; and genericness. With particular regard to the priority and likelihood of confusion ground, Petitioner has alleged prior use of and likelihood of confusion with its CourtCall name and has pleaded ownership of Registration No. 3200664 for the mark, COURTCALL, for 1 Registration No. 4437681 issued on the Supplemental Register on November 19, 2013, claiming August 1, 2012 as the date of first use anywhere and date of first use in commerce. United States Patent And Trademark Office Trademark Trial and Appeal Board P.O. Box 1451 Alexandria, VA 22313-1451 General Contact Number: 571-272-8500 THIS OPINION IS NOT A PRECEDENT OF THE TTAB Cancellation No. 92058484 2 “Providing telephone conferencing services for judicial and administrative tribunals” in International Class 38.2 In its answer to the petition to cancel, Respondent has admitted that its APPPEARBYPHONE mark is registered on the Supplemental Register3 but otherwise has denied the remaining salient allegations of the petition to cancel.4 This case now comes up on Respondent’s motion, filed October 9, 2014, for summary judgment on all three claims asserted in the petition to cancel. Petitioner has opposed the motion on its merits and has filed a motion for Fed. R. Civ. P. 56(d) discovery, which Respondent opposed. The motion for summary judgment is fully briefed. 2 Issued January 23, 2007; Section 8 affidavit accepted, Section 15 affidavit acknowledged. To the extent Petitioner also is alleging prior ownership of a now cancelled registration, Registration No. 2124816, for the identical term, we point out that a cancelled or expired registration has no probative value other than to show that it once issued and it is not entitled to any of the statutory presumptions of Section 7(b) of the Trademark Act. In Re Ginc UK Limited, 90 USPQ2d 1472, 1480 (TTAB 2007). See also Action Temporary Services Inc. v. Labor Force Inc., 870 F.2d 1563, 10 USPQ2d 1307, 1309 (Fed. Cir. 1989) (“a cancelled registration does not provide constructive notice of anything.”); In re Hunter Publishing Company, 204 USPQ 957, 963 (TTAB 1979) (cancellation “destroys the Section [7(b)] presumptions and makes the question of registrability ‘a new ball game’ which must be predicated on current thought.”). 3 In paragraph 5 of its answer, Respondent asserts that Petitioner’s allegation of descriptiveness in Paragraph 5 of the petition to cancel is “irrelevant,” because its mark is registered on the Supplemental Register, and therefore, “a responsive pleading to the allegations in Paragraph 5 is not required.” 4 In addition to denying the allegations of the petition, Respondent also asserted a counterclaim against Petitioner’s pleaded registration alleging that Petitioner’s mark COURTCALL is generic. Cancellation No. 92058484 3 Turning first to Petitioner’s motion for Fed. R. Civ. P. 56(d) discovery, we find the motion moot, because Petitioner has responded to the motion for summary judgment on its merits. We now turn to the motion for summary judgment. Standard Summary judgment is only appropriate where there are no genuine disputes of material fact, thus allowing the case to be resolved as a matter of law. See Fed. R. Civ. P. 56(a). A genuine dispute is shown to exist, if, on the evidence of record, a reasonable fact finder could resolve the matter in favor of the non-moving party. See Opryland USA Inc. v. Great American Music Show Inc., 970 F.2d 847, 850, 23 USPQ2d 1471, 1472 (Fed. Cir. 1992). If factual disputes exist that are not material to the resolution of the case under governing law, summary judgment can be granted. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248, (1986) (“Factual disputes that are irrelevant or unnecessary will not be counted.”). On summary judgment, the moving party has the burden of demonstrating the absence of any genuine dispute of material fact and that it is entitled to judgment as a matter of law. See Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986). The Board may not resolve issues of material fact on summary judgment; it may only ascertain whether such issues are present. See Lloyd’s Food Products, Inc. v. Eli’s, Inc., 987 F.2d 766, 766, 25 USPQ2d 2027, 2029 (Fed. Cir. 1993); Olde Tyme Foods, Inc. v. Roundy’s Inc., 961 F.2d Cancellation No. 92058484 4 200, 202, 22 USPQ2d 1542, 1544 (Fed. Cir. 1992). The evidence must be viewed in a light most favorable to the non-moving party and all justifiable inferences are to be drawn in its favor. Lloyd’s Food Products, 25 USPQ2d at 2029. Respondent’s evidence in support of summary judgment consists of the declaration of its counsel, Thomas Wilentz, (“Wilentz declaration”) and accompanying exhibits, and the declaration of Respondent’s managing member, Kent Charugundla (“Charugundla declaration”). Petitioner’s evidence in response to the motion for summary judgment consists of the declaration of Robert Alvarado, Chief Executive Officer of Petitioner, and accompanying exhibit (“Alvarado declaration”), and the declaration of Robert P. Beckham, counsel for Petitioner, and accompanying exhibits. Descriptiveness Claim We turn first to the descriptiveness claim. The involved registration is registered on the Supplemental Register, which is an admission by Respondent that the mark is merely descriptive. Quaker State Oil Refining Corp. v. Quaker Oil Corp., 453 F.2d 1296, 1299, 172 USPQ 361, 363 (CCPA 1972). Respondent argues that Petitioner’s claim that “Registrant’s Mark is merely descriptive is moot on its face.” Respondent’s brief, p. 21. By seeking registration on the Supplemental Register, Respondent has admitted the Cancellation No. 92058484 5 descriptiveness of APPEARBYPHONE. Accordingly, we dismiss the descriptiveness claim as moot. Likelihood of Confusion We turn next to the likelihood of confusion ground. The question of likelihood of confusion between the parties’ marks is resolved based on evidentiary factors enumerated in In re E.I du Pont de Nemours & Co., 476 F.2d 1357, 1361, 177 USPQ 563, 567 (CCPA 1973). Any of those elements “may from case to case play a dominant role.” Id. It is well-established that a single du Pont factor may be dispositive in a likelihood of confusion analysis, and that where the marks are sufficiently dissimilar, there may be no likelihood of confusion despite the presence of overlapping goods or services and trade channels. See Champagne Louis Roederer S.A. v. Delicato Vineyards, 148 F.3d 1373, 1375, 47 USPQ2d 1459, 1460-61 (Fed. Cir. 1998); Kellogg Co. v. Pack'em Enterprises Inc., 951 F.2d 330, 333, 21 USPQ2d 1142, 1145 (Fed. Cir. 1991) (“We know of no reason why, in a particular case, a single du Pont factor may not be dispositive.”). Respondent maintains that, in this instance, a single du Pont factor is dispositive, namely that the marks are “entirely dissimilar” in appearance, sound, meaning and overall commercial impression and that the undisputed material facts show that its APPEARBYPHONE mark and Petitioner’s pleaded COURTCALL mark are not confusingly similar. In particular, Respondent points to Petitioner’s admissions and argues, with regard to Cancellation No. 92058484 6 sound and appearance, that “Petitioner has admitted that the marks COURTCALL and APPEARBYPHONE are completely dissimilar in sound,” “completely dissimilar in appearance,” and that “none of the words that appear in Registrant’s APPEARBYPHONE mark appear in Petitioner’s COURTCALL mark.”5 Respondent’s brief p. 18. With regard to the meanings of the parties’ marks, Respondent argues the meanings are different and points to dictionary definitions for the terms “COURT,” “CALL,” and “APPEAR.”6 Respondent argues that “Registrant’s Mark has no connotation of ‘a place where legal cases are heard,’ and Petitioner’s Mark has no connotation of ‘to be or come in sight;’ ‘to show up;’ ‘to come formally before an authoritative body;’ ‘to have an outward aspect: seem;’ ‘to become evident or manifest;’ ‘to come into public view;’ or ‘to come into existence.’” Respondent’s brief p. 19. In response, Petitioner while agreeing that the parties’ marks are “dissimilar in sound and physical appearance,” and without presenting argument as to their meaning, nonetheless argues that the similarity of the 5 In response to Respondent’s Requests for Admissions Nos. 2, 3, 13, and 14, Petitioner admitted the following: that COURTCALL and APPEARBYPHONE are completely dissimilar in sound; that COURTCALL and APPEARBYPHONE are completely dissimilar in appearance; that none of the words in Respondent’s mark appear in Petitioner’s mark; and that none of the sounds in Respondent’s mark are included in Petitioner’s mark. Wilentz Declaration, Paragraph 9 & Exhibit 7. 6 Respondent submits that “‘Court’ means ‘a place where legal cases are heard’ or ‘an official group of people (such as a judge and jury) who listen to evidence and make decisions about legal cases,’” “‘Call’ has many meanings, one of which is ‘an act of using the telephone: an act of calling someone on the telephone,” while “‘Appear’ means ‘to be or come in sight;’ ‘to show up;’ ‘to come formally before an authoritative body;’ ‘to have an outward aspect: seem;’ ‘to become evident or manifest;’ ‘to come into public view;’ or ‘to come into existence.’” Cancellation No. 92058484 7 parties’ services is “undisputed since both Registrant and Petitioner provide services for remote telephonic court appearances,” that “[t]he trade channels are practically identical,7 and that genuine disputes exist as to the du Pont factors of actual and potential confusion and the conditions in which buyers purchase the parties’ respective services. As to any actual and/or potential confusion, Petitioner does not point to any evidence, but merely states that it has not had an opportunity to determine through discovery whether Respondent has had members of the legal community seeking Petitioner’s services, who inadvertently contacted Respondent. The conclusory assertions of counsel are insufficient to raise a genuine dispute as to actual or potential confusion. Nature's Way Products Inc. v. Nature's Herbs Inc., 9 USPQ2d 2077, 2080 (TTAB 1989) (where the moving party presents evidence which demonstrates the absence of material factual issues in dispute, more is required in countering a motion than mere assertions of counsel). Further, Respondent has stated that it is unaware of any instances of actual confusion, infra, note 9. With respect to the conditions of purchase, Petitioner argues that purchasers of the services, which it identifies in its statement of undisputed facts as the “legal community,” may be purchasing the services “in a very short time frame” and “do not have time to weigh the pros and cons of the services available . . . .” Petitioner’s brief, p. 13. To support this contention, 7 Petitioner’s brief, p. 13. Cancellation No. 92058484 8 Petitioner has presented the Alvarado declaration which declares at Paragraph 18 : 18. CourtCall has received calls from attorneys who indicated that they were scheduling at the “last second.” These calls often were as a result of a miscalendar [sic] hearing in the office or the Court scheduling an ex parte hearing without adequate notice for an in-person appearance. Although there is little evidence to support the fact that Petitioner’s purchasers are discriminating purchasers, i.e., attorneys, who would exercise greater care, this would favor Respondent. On the other hand, the fact that these services may be subject to impulse purchase on occasion would favor Petitioner. We find that Petitioner has not submitted evidence sufficient to raise a genuine dispute as to this du Pont factor. In bringing its motion for summary judgment based solely on the dissimilarities of the parties’ respective marks, Respondent has effectively conceded all other relevant du Pont factors in Petitioner’s favor for purposes of Respondent’s motion,8 and we have treated the relevant factors as either favoring Petitioner or neutral. With regard to the marks, Petitioner has admitted their dissimilarity with respect to sound and appearance. As regards meaning, we find that given the different terms in each, they differ somewhat in meaning, i.e., the inclusion of “Court” in Petitioner’s CourtCall mark gives the impression of being a call specific to the Courts while 8 However, Respondent included in its statement of undisputed facts that there are no instances of actual confusion, referencing the Charugundla declaration which declares: “Respondent is not aware of any instances of consumer confusion arising from the contemporaneous use of Registrant’s APPEARBYPHONE mark and Petitioner’s COURTCALL mark.” Charugundla Declaration, paragraph 10. Cancellation No. 92058484 9 Respondent’s mark, APPEARBYPHONE, imparts a broader meaning that encompasses anyone appearing by phone for any purpose. Considering the marks in their entireties, we are of the opinion that given the substantial differences in sound and appearance, and the somewhat different connotations, the marks have distinctly different commercial impressions. In conclusion, we believe the substantial dissimilarities of the marks are so great as to avoid confusion, notwithstanding the identity of services and trade channels therefor, and that the dissimilarity of the marks is dispositive of the issue of likelihood of confusion. See Champagne Louis Roederer S.A. v. Delicato Vineyards, 47 USPQ2d at 1460-61; Kellogg Co., 21 USPQ2d at 1142. Accordingly, Respondent’s motion for summary judgment is granted on the likelihood of confusion ground. Judgment is entered in Respondent’s favor, and the likelihood of confusion claim is dismissed with prejudice. Genericness We now turn to the genericness ground. A mark is generic if it refers to the class, genus or category of goods and/or services on or in connection with which it is used. See In re Dial-A- Mattress Operating Corp., 240 F.3d 1341, 1344, 57 USPQ2d 1807, 1811 (Fed. Cir. 2001). The test for determining whether a mark is generic involves a two-step inquiry. First, what is the genus (category or class) of the goods or services at issue? H. Marvin Ginn Corp. v. International Ass’n of Fire Chiefs, Cancellation No. 92058484 10 Inc., 782 F. 2d 987, 990, 228 USPQ 528, 530 (Fed. Cir. 1986). Second, is the term sought to be registered understood by the relevant public primarily to refer to that genus (category or class) of goods or services? Id. Regarding the first part of the test, we look to the identification of services in the registration for purposes of defining the genus, which in this case is “Teleconferencing services, namely, audio conferencing, video conferencing, and data conferencing.” Magic Wand Inc. v. RDB, Inc., 940 F.2d. 638, 640, 19 USPQ2d 1551, 1552 (Fed. Cir. 1991) (a proper genericness inquiry focuses on the description of services set forth in the certificate of registration); Alcatraz Media, Inc. v. Chesapeake Marine Tours Inc. DBA Watermark Cruises, 107 USPQ2d 1750, 1761 (TTAB 2013) (“We see no reason in this case to depart from the guidance provided by our primary reviewing court, . . . that “a proper genericness inquiry focuses on the description of [goods or] services set forth in the [application or] certificate of registration.”) (citations omitted). With regard to the second part of the test, the relevant public is the purchasing or consuming public for the identified services. Magic Wand, 19 USPQ2d at 1553; See also Stocker v. General Conference Corp. of Seventh-day Adventists, 39 USPQ2d 1385, 1394 (TTAB 1996) (the primary significance of the mark to the relevant public is limited to actual or potential purchasers of the goods or services). The parties maintain two different positions as to who constitutes the relevant public. Respondent submits that the relevant public Cancellation No. 92058484 11 “includes all adults in the population” “who may have to appear before a judge or magistrate in a legal proceeding. This would include all adults in the population.” Respondent’s brief p. 13. Petitioner, on the other hand, contends that there is a genuine dispute as to the relevant public which it submits consists of “attorneys, their clients and person [sic] who may be parties to active litigation . . .” and not ‘“all adults in the population’ whether they have an active case or not. . . .” (emphasis in original).9 Petitioner’s brief, p. 8. Although Respondent argues in its reply that the parties’ disagreement as to the relevant public is “not material” such that we can grant its motion for summary judgment on the genericness ground, we disagree. The issue of what constitutes the relevant public, which is the second part of the genericness test, is material to our determination of the genericness ground and not tangential. Thus, the parties’ disagreement as to whether the consuming public consists of all adults in the general population or attorneys, their clients, and other persons involved in active ligation, raises a genuine dispute of material fact. After reviewing the arguments and supporting papers of the parties, we find that Respondent has not established that no genuine disputes of 9 Although not in agreement as to the relevant public, the parties have limited the relevant public to either those involved in “active litigation” or those “who may become involved in litigation or have a need to appear before a court.” We note, however, that the identification of services of the involved registration is not so restricted as to channels of trade or classes of consumers and may be read broadly. See e.g., Frito-Lay N. Am., Inc. v. Princeton Vanguard, LLC, 109 USPQ2d 1949, 1952 (TTAB 2014) (as there is no restriction or limitations as to channels of trade or classes of consumers for pretzel crackers, the relevant consuming public comprises ordinary consumers who purchase and eat pretzel crackers). Cancellation No. 92058484 12 material fact exist as to Petitioner's claim of genericness. At a minimum, genuine disputes of material fact remain as to who constitutes the relevant public for Respondent’s teleconferencing services and whether the relevant public would perceive APPEARBYPHONE as identifying Respondent’s services.10 Accordingly, Respondent’s motion for summary judgment is denied on the genericness ground. Conclusion In summary, Respondent’s motion for summary judgment on the ground of likelihood of confusion is granted, and Respondent’s motion for summary judgment on the genericness claim is denied. The descriptiveness claim is dismissed as moot. Proceedings are resumed. The parties are allowed until thirty days from the mailing date of this order to respond to any outstanding discovery requests. Dates are reset as follows: 10 The parties should note that the evidence submitted in connection with the motion for summary judgment is of record only for consideration of the motion. To be considered at final hearing, any such evidence must be properly introduced in evidence during the appropriate trial period. See Levi Strauss & Co. v. R. Josephs Sportswear Inc., 28 USPQ2d 1464 (TTAB 1993). Furthermore, the fact that we have identified certain genuine disputes of material fact sufficient to deny Respondent’s motion should not be construed as a finding that these necessarily are the only issues which remain for trial. Cancellation No. 92058484 13 Expert Disclosures Due April 23, 201511 Discovery Closes May 10, 2015 Plaintiff's Pretrial Disclosures June 24, 2015 30-day testimony period for plaintiff's testimony to close August 8, 2015 Defendant/Counterclaim Plaintiff's Pretrial Disclosures August 23, 2015 30-day testimony period for defendant and plaintiff in the counterclaim to close October 7, 2015 Counterclaim Defendant's and Plaintiff's Rebuttal Disclosures Due October 22, 2015 30-day testimony period for defendant in the counterclaim and rebuttal testimony for plaintiff to close December 6, 2015 Counterclaim Plaintiff's Rebuttal Disclosures Due December 21, 2015 15-day rebuttal period for plaintiff in the counterclaim to close January 20, 2016 Brief for plaintiff due March 20, 2016 Brief for defendant and plaintiff in the counterclaim due April 19, 2016 Brief for defendant in the counterclaim and reply brief, if any, for plaintiff due May 19, 2016 Reply brief, if any, for plaintiff in the counterclaim due June 3, 2016 In each instance, a copy of the transcript of testimony, together with copies of documentary exhibits, must be served on the adverse party within thirty days after completion of the taking of testimony. Trademark Rule 2.l25. 11 Because the expert disclosure deadline had passed at the time the motion for summary judgment was filed, we are providing time for the parties to serve expert disclosures. TBMP Section 403.04 (2014). Cancellation No. 92058484 14 An oral hearing will be set only upon request filed as provided by Trademark Rule 2.l29. Copy with citationCopy as parenthetical citation