Christian Heritage Tours, Inc.v.Bruce BarillaDownload PDFTrademark Trial and Appeal BoardJun 15, 2009No. 92046507 (T.T.A.B. Jun. 15, 2009) Copy Citation Mailed: June 15, 2009 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board _____ Christian Heritage Tours, Inc. v. Bruce Barilla _____ Cancellations Nos. 92046481 and 92046507 (consolidated) _____ Michael S. Culver, Esq. of Miller, White, Zelano & Brannigan, P.C. for Christian Heritage Tours, Inc. Neil F. Markva, Esq. for Bruce Barilla. _____ Before Walters, Grendel and Wellington, Administrative Trademark Judges. Opinion by Wellington, Administrative Trademark Judge: Christian Heritage Tours, Inc. has petitioned to cancel Registrations Nos. 3058493 and 3145934 for the marks, respectively, AMERICA’S CHRISTIAN HERITAGE WEEK and PROCLAIMING AMERICA’S CHRISTIAN HERITAGE, both in standard characters, for services identified as, “Promoting public awareness of the need for an annual celebration during the thanksgiving week at the local, state, and national levels of government to help the people of America understand THIS OPINION IS NOT A PRECEDENT OF THE TTAB Cancellations Nos. 92046481 and 92046507 2 America’s Christian heritage of one nation under god expressed in its official motto 'in god we trust' that provides the foundation of our nation's republican government which is self-government under the laws of nature and nature's god” in International Class 35. The first registration contains a disclaimer of the word WEEK and is on the principal register pursuant to a claim that the mark has acquired distinctiveness under Section 2(f) of the Act;1 the latter registration contains a disclaimer of the wording AMERICA’S CHRISTIAN HERITAGE and is on the Principal Registration without any resort to Section 2(f).2 As ground for the cancellations, petitioner has alleged priority of use and likelihood of confusion. Specifically, petitioner alleges that it is the owner of application Serial No. 76667003 for the mark CHRISTIAN HERITAGE WEEK in connection with, inter alia, “promoting public awareness and educational outreach through ‘Christian Heritage Week’...seminars, conferences, workshops and classroom instruction, reviving and teaching America’s original Christian heritage and history...”; that said application has been refused registration by the Office under Section 2(d) likelihood of confusion based on respondent’s registrations; that petitioner first used this mark in 1 Registration No. 3058493 issued on February 14, 2006. 2 Registration No. 3145934 issued on September 19, 2006. Cancellations Nos. 92046481 and 92046507 3 commerce before the dates of first use alleged by respondent in connection with its marks; that “throughout petitioner’s use and promotion of its mark it has developed valuable common law rights, goodwill and commercial reputation that inure to petitioner, and the mark has become distinctive of petitioner’s services”; and that in view of the similarities of the parties’ marks and the services rendered there under, there is a likelihood of confusion. Bruce Barilla, respondent, denied the salient allegations in the petition for cancellation and asserted that petitioner’s mark “has not become distinctive of its services because its mark has not had ‘substantially exclusive and continuous use in commerce for at least the five years immediately before the date’ of any statement of use, and therefore registration on the Principal Register [of petitioner’s applied-for mark] under Trademark Act Section 2(f) based on acquired distinctiveness is precluded.” Both parties filed trial briefs, including petitioner’s rebuttal brief. The Record and Objections Raised By operation of Trademark Rule 2.122, 37 CFR §2.122, the record includes the pleadings and the registration file of the mark sought to be canceled. Cancellations Nos. 92046481 and 92046507 4 During its trial period, petitioner filed the testimony (in the form of a signed declaration) of its president, Dr. Catherine M. Millard, with exhibits thereto that include the filed of its pleaded application.3 Petitioner also filed a notice of reliance identifying exhibits consisting of materials from the file of an abandoned application. During his trial period, respondent submitted his own testimony (also in the form of a signed declaration), with exhibits, as well as the same of the following persons: Russell Mathena, Stuart Mcgehee, Ph.D, Joann Calhoun, John W. Whitehead, Kathi Hudson, Dr. Robert L. Simonds, and Uhland D. Roberts. Respondent also filed notice of reliance on the following materials: copies of Board decisions in other proceedings; a copy of the “index of Exhibits to applicant’s brief in opposition to opposer’s summary judgment” in a different Board proceeding; copies of the application files that matured into the subject registrations of this proceeding; a copy of a dictionary definition for the word “week”; copies of “official proclamations” in different States involving “Christian Heritage Week”; copies of “official proclamations” involving “Jewish Heritage Week”; copies of selected pages from the 3 On October 10, 2008, the parties filed a stipulated agreement, pursuant to Rule 2.123(b), allowing for testimony to be submitted “in the form of an affidavit or declaration.” Accordingly, we have considered all testimony submitted in such form. Cancellations Nos. 92046481 and 92046507 5 book, “The Christian Heritage of the 50 United States of America”; copies of selected pages from “Christian Heritage News” newsletters; and copies of articles from various publications involving “Christian Heritage Week.” During its rebuttal period, petitioner filed a second declaration of Ms. Millard, with exhibits thereto. In its brief, petitioner objected to several materials submitted by respondent with its notice of reliance and requested that they “be excluded from consideration of the record evidence.” Brief, pp. 22-23. First, petitioner objected to Exhibit 2 of the notice of reliance as “private correspondence.” Exhibit 2 essentially comprises the cover page and several materials from an “Index of Exhibits,” which was filed by petitioner (as applicant) in a different Board proceeding.4 The materials consist of copies of a “Christian Heritage News” newsletter and copies of six letters between respondent and petitioner’s president, Dr. Millard, dated between September of 1990 and January 1992. Because petitioner’s objection is simply stated as, “private correspondence,” we construe the objection as pertaining only to the copies of the six letters. Correspondence between individuals and/or parties may not be made of record by notice of reliance alone because they are not self-authenticating. 37 CFR § 2.122(e). See Cancellations Nos. 92046481 and 92046507 6 also, TBMP § 704.02 (2d ed. rev. 2004); Cadence Industries Corp. v. Kerr, 225 USPQ 331, 332 n.2 (TTAB 1985) (Letters between counsel not proper subject matter for a notice of reliance). Without a stipulation permitting the introduction of these types of materials via notice of reliance or otherwise agreeing to their authentication, the parties must authenticate the letters through testimony. Respondent’s argument that the testimony of Dr. Millard (submitted by petitioner at trial) indirectly referenced some of these letters is unavailing. The declaration of Dr. Millard does not specifically reference any of the six letters. Moreover, any argument that copies of these letters were previously submitted in a different Board proceeding and may thus be submitted via notice of reliance herein is also not well-taken. The parties here have not stipulated that evidence from other proceedings may be introduced solely upon a notice of reliance. See TBMP §§ 704.13 and 705 (2d ed. rev. 2004). Accordingly, inasmuch as the six letters have not been authenticated, petitioner’s objection to the introduction of these letters is well taken. The six letters (submitted under Exhibit 2 of respondent’s notice of reliance) have not been considered. 4 The proceeding, Opposition No. 91106991 (consolidated with Cancellation No. 92027541) was terminated on June 26, 2001. Cancellations Nos. 92046481 and 92046507 7 Petitioner also objected to Exhibits 5-15 of respondent’s notice of reliance as materials that are “unauthenticated” and/or “improperly documented from websites.” These exhibits comprise various official State proclamations for “Christian Heritage Week,” with the respective State seal on each proclamation and governor’s signature on each proclamation, as well as official Federal proclamations for “Jewish Heritage Week,” (obtained from www.whitehouse.gov) and containing the President’s signature. Rule 2.122(e) allows a party that wishes to introduce an official record in evidence in a Board inter partes proceeding to do so, if the official record is competent evidence and relevant to an issue in the proceeding, by filing a notice of reliance thereon during its testimony period. 37 CFR § 2.122(e); see also, TBMP § 704.07 (2d ed. rev. 2004) and authorities cited therein. The term "official records," refers to the records of public offices or agencies, or records kept in the performance of duty by a public officer and are considered self-authenticating, and as such, require no extrinsic evidence of authenticity as a condition to admissibility. Id. The State and Federal proclamations clearly fall within the realm of official records and those created by a public officer in the performance of official duty. Therefore, Cancellations Nos. 92046481 and 92046507 8 respondent’s submission of copies of these documents by notice of reliance is proper inasmuch as they are self- authenticating. Accordingly, we deny petitioner’s request to exclude these proclamations from the record. We hasten to add that even if we were to exclude these proclamations from the record, it would not change our ultimate decision in this case. In summary, petitioner’s objection to the copies of the six letters in Exhibit 2 of respondent’s notice of reliance is sustained to the extent that they are not considered. Petitioner’s objections to Exhibits 5-15 are denied. Petitioner’s Suggestion that Pleadings May be Deemed Amended to Conform to Evidence As previously noted, petitioner’s only pleaded ground for cancellation is priority and likelihood of confusion. In its trial brief, however, petitioner points to the testimony of Mr. Barilla concerning another entity’s use of AMERICA’S CHRISTIAN HERITAGE WEEK and, citing to Fed. R. Civ. P. 15(b)(2), argues that the testimony raises new issues which “may be tried by the Board and the pleadings can be later amended if the Board so requests.” Brief, p. 7. Specifically, petitioner contends that the testimony raises “questions whether respondent is owner of the mark [AMERICA’S CHRISTIAN HERITAGE WEEK], whether the mark could have obtained acquired distinctiveness in view of this unrestricted third-party use, and whether this material Cancellations Nos. 92046481 and 92046507 9 information was withheld from the Examining Attorney who handled the application prosecution.” Id. Fed. R. Civ. P. 15(b), as made applicable by Trademark Rule 2.116(a), provides in pertinent part: Amendments to Conform to the Evidence. When issues not raised by the pleadings are tried by express or implied consent of the parties, they shall be treated in all respects as if they had been raised in the pleadings. Such amendment of the pleadings as may be necessary to cause them to conform to the evidence and to raise these issues may be made upon motion of any party at any time …. If evidence is objected to at the trial on the ground that it is not within the issues made by the pleadings, the court may allow the pleadings to be amended and shall do so freely when the presentation of the merits of the action will be subserved thereby and the objecting party fails to satisfy the court that the admission of such evidence would prejudice the party in maintaining the party's action or defense upon the merits. TBMP § 507.03(b) (2d ed. rev. 2004) further provides in relevant portion that (footnotes omitted): When issues not raised by the pleadings are tried by the express or implied consent of the parties,... the Board will treat them in all respects as if they had been raised in the pleadings. Any amendment of the pleadings necessary to cause them to conform to the evidence and to raise the unpleaded issues may be made upon motion of any party at any time …, but failure to so amend will not affect the result of the trial of these issues. Implied consent to the trial of an unpleaded issue can be found only where the nonoffering party (1) raised no objection to the introduction of evidence on the issue, and (2) was fairly apprised that the evidence was being offered in support of the issue. Although petitioner did not actually request that the Board deem the pleadings amended to conform to the evidence, the Board may do so on its own. However, we do not exercise this authority herein. Amending the pleadings to conform to Cancellations Nos. 92046481 and 92046507 10 the evidence is not appropriate in this case for several reasons. First, we cannot reasonably conclude that respondent was apprised that the evidence was being offered to support the issue. Indeed, it was respondent who submitted the evidence, i.e., his own declaration, and there is no reason to believe that he offered this testimony to support any new grounds for cancellation of his own registrations. Moreover, petitioner’s rebuttal testimony does not address the purported third-party use or any of the issues that it argues have been “tried” by the parties. In view thereof, we do not conclude that respondent was fairly apprised of the issues which petitioner suggests “may be tried” and there was no implied or express consent of the parties in this regard. Accordingly, the claim of priority and likelihood of confusion remains the only ground to be addressed in this consolidated cancellation. Standing Inasmuch as petitioner has made of record its pleaded application which has been refused registration under Section 2 (d) of the Lanham Act because there is an alleged likelihood of confusion with respondent’s registrations, there is no question that petitioner has standing to bring this petition for cancellation. Cerveceria Modelo S.A. de C.V. v. R.B. Marco & Sons, Inc., 55 USPQ2d 1298, 1300 (TTAB Cancellations Nos. 92046481 and 92046507 11 2000). See also, Hartwell Co. v. Shane, 17 USPQ2d 1569, 1570 (TTAB 1990); and TBMP § 309.03(b) (2d ed. Rev. 2004). Priority It is well settled that in the absence of any evidence of earlier use, the earliest date upon which respondent may rely is the filing date of its underlying application. See Trademark Act Section 7(c), 15 U.S.C. §1057 (c). See also Larami Corp. v. Talk to Me Programs, Inc., 36 USPQ2d 1840 (TTAB 1995). In this case, and as noted above, the applications that matured into the registrations at issue herein were accorded filing dates of September 8, 2004 (for Registration No. 3058493) and February 18, 2004 (for Registration No. 3145934). Thus, at the very least, respondent is entitled to rely on these constructive use dates for purposes of priority. Moreover, with respect to respondent’s mark AMERICA’S CHRISTIAN HERITAGE WEEK that registered under Section 2(f), respondent’s ability to rely on its constructive use priority date is not contingent on respondent demonstrating that the mark acquired distinctiveness. Thus, in order for petitioner to establish priority and ultimately prevail in this proceeding, it must demonstrate that it previously used its pleaded mark CHRISTIAN HERITAGE WEEK in commerce prior to respondent’s priority dates. See Trademark Act Section 2, 15 U.S.C. §1052 [to establish Cancellations Nos. 92046481 and 92046507 12 priority on a likelihood of confusion claim brought under Trademark Act § 2(d), a party must prove that, vis-a-vis the other party, it owns “a mark or trade name previously used in the United States … and not abandoned….”]. And, as in the present case, where the party is asserting that its mark has acquired distinctiveness, it not only has the burden of demonstrating secondary meaning but must demonstrate that the secondary meaning was attributed to the mark prior to other party’s priority date. See Perma Ceram Enterprises Inc. v. Preco Industries Ltd., 23 USPQ2d 1134, 1136 (TTAB 1992) (“[W]here the mark relied upon by a plaintiff in support of its priority of use and likelihood of confusion claim is merely descriptive (or deceptively misdescriptive), then the plaintiff must establish priority of acquired distinctiveness”). We note from the outset that petitioner concedes that its pleaded mark, CHRISTIAN HERITAGE WEEK, is not inherently distinctive. See reply brief, p. 4 (“Happily, the parties are in agreement that neither of the subject marks are inherently distinctive….”) Even without such a concession, it is clear from the record, including dictionary definitions of the words “Christian”, “heritage”, and “week”, that the mark is merely descriptive of petitioner’s educational services. Petitioner argues, however, that it was operating under the name Christian Heritage Ministries Cancellations Nos. 92046481 and 92046507 13 when it first used the term “Christian Heritage Week” in 1991 to “identify educational services provided in New Mexico based on the first-ever issuance of [a] governor’s proclamation for a celebration of America’s Christian heritage.” Brief, p. 8-9. Petitioner contends that its use of CHRISTIAN HERITAGE WEEK since that time “raises the presumption that the mark has acquired distinctiveness,” citing to Section 2(f) of the Act. Id. at 13. According to petitioner, this presumption is supported by “additional evidence” showing it “used and promoted its mark in a manner that has reached numerous persons within all fifty states by educational seminars, audio-visual presentations and the like, and by widespread dissemination and presentation through radio and television.” Id. In support of its contention that CHRISTIAN HERITAGE WEEK has acquired distinctiveness, petitioner relies upon the testimony of its president, Dr. Millard, along with the exhibits attached to her declaration. “Distinctiveness is acquired by ‘substantially exclusive and continuous use’ of the mark in commerce.” In re Owens-Corning Fiberglas Corporation, 774 F.2d 1116, 227 USPQ 417, 424 n. 11 (Fed. Cir. 1985), citing, Levi Strauss & Co. v. Genesco, Inc., 742 F.2d 1401, 222 USPQ 939, 942 (Fed. Cir. 1984). Petitioner must show that the primary significance of CHRISTIAN HERITAGES WEEK in the minds of Cancellations Nos. 92046481 and 92046507 14 consumers is not the service but the source of that service in order to establish acquired distinctiveness. See In re Steelbuilding.com, 415 F.3d 1293, 75 USPQ2d 1420, 1422 (Fed. Cir. 2005); In re Ennco Display Systems Inc., 56 USPQ2d 1279 (TTAB 2000). Any reliance by Petitioner on Section 2(f) for “creating a presumption of acquired distinctiveness” based on years of purported use is unavailing because that section of the Trademark Act is applicable only to an applicant seeking registration of a mark. Specifically, the section provides that “[t]he Director may accept as prima facie evidence that the mark has become distinctive, as used on or in connection with the applicant's goods in commerce, proof of substantially exclusive and continuous use thereof as a mark by the applicant in commerce for the five years before the date on which the claim of distinctiveness is made.” 15 U.S.C. § 1052(f). Thus, there is no presumption of acquired distinctiveness being accorded to petitioner; rather, it must establish that its mark has acquired distinctiveness and years of use, as explained below, is but one factor to be considered. Acquired distinctiveness may be shown by direct and/or circumstantial evidence. Direct evidence includes actual testimony, declarations or surveys of consumers as to their state of mind. Circumstantial evidence is evidence from Cancellations Nos. 92046481 and 92046507 15 which consumer association might be inferred, such as years of use, extensive amounts of sales and advertising, and any similar evidence showing wide exposure of the mark to consumers. There is no fixed rule for the amount of proof necessary to demonstrate acquired distinctiveness; however, the evidence required is in proportion to the degree of non- distinctiveness of the mark at issue. Yamaha Int. Corp. v. Hoshino Gakki Co. Ltd., 840 F.2d 1572, 6 USPQ2d 1001, 1008 (Fed. Cir. 1988). Thus, even long periods of substantially exclusive use may not be sufficient to demonstrate acquired distinctiveness. Moreover, the burden is particularly heavy when that use has not been exclusive. In re Gibson Guitar Corp., 61 USPQ2d 1948, 1952 (TTAB 2001) (66 years of use not sufficient given similarity of configuration to other guitars). See also Flowers Industries Inc. v. Interstate Brands Corp., 5 USPQ2d 1580, 1588-89 (TTAB 1987) (“long and continuous use alone is insufficient to show secondary meaning where the use is not substantially exclusive”). Upon consideration of all evidence of record and the parties’ arguments, we find that petitioner has not demonstrated that its pleaded mark CHRISTIAN HERITAGE WEEK has acquired distinctiveness for educational services. Indeed, the evidence does not even show that consumers have had an opportunity to disassociate the term “Christian Heritage Week” from its descriptive meaning and somehow Cancellations Nos. 92046481 and 92046507 16 identify it as a service mark. That is, the record indicates that petitioner does not even use the term “Christian Heritage Week” in a manner where it can be perceived as a trademark. Specifically, Dr. Millard repeatedly refers to “use of the mark CHRISTIAN HERITAGE WEEK”; however, the exhibits attached to her declaration indicate that the phrase “Christian Heritage Week” was being used as simply a reference to a weeklong celebration of Christian heritage and not as a source-identifier for petitioner’s educational services. For example, in her letter to “Mr. and Mrs. Tom Bozone” (dated November 21, 1991), Dr. Hillard begins, “It was a great joy to be with you and to present our slide presentations to so many Christian students, homeschoolers, parents and teachers in Albuquerque during the first Christian Heritage Week of our nation.”5 In other letters, Dr. Millard used the phrase “Christian Heritage Week” to describe the event in lobbying for proclamations from states (e.g., “I look forward to hearing from you and to receiving word in regard to an official ‘Christian Heritage Week’ for the State of Missouri”6), and there is no association of “Christian Heritage Week” with her educational services whereby one would perceive the phrase as a source-identifier. The 5 Exhibit I, Dr. Millard testimony. Cancellations Nos. 92046481 and 92046507 17 exhibits attached to Dr. Millard’s declaration also contain copies of State proclamations involving “Christian Heritage Week,” and there is mention of petitioner or any link to petitioner’s educational services. Thus, the persons who encounter these proclamations will perceive “Christian Heritage Week” as promoting Christian heritage awareness. And while this awareness may be developed through educational programs, there is no association to petitioner’s services. Dr. Millard also avers in her declaration that petitioner compiled a list of “CHRISTIAN HERITAGE WEEK events that [petitioner] had then sponsored” and that said list was “distributed as a promotional tool.” Dr. Millard Test., paragraph 18; Exhibit P. She further states that those events “reached numerous persons as the events themselves are frequently attended by thousands of people” and they are “typically reported on by local media, including newspapers, radio and television.” Id., paragraph 19. “It is estimated by [petitioner] that the radio and television [coverage of these events] have reached millions of people.” Id. This testimony and the referenced exhibits, however, are simply insufficient for purposes of demonstrating that petitioner’s use of “Christian Heritage 6 Exhibit J, Dr. Millard testimony. Letter (dated February 21, 1992) from Dr. Millard to John Ashcroft, (then) Governor of Missouri. Cancellations Nos. 92046481 and 92046507 18 Week” had such wide-spread exposure that consumers have come to acknowledge it as pointing uniquely to petitioner’s educational services. The basis for Dr. Millard’s estimate that the media coverage of events has “reached millions of people” is sketchy at best and appears to be merely a self- serving guess. More importantly, there is no evidence demonstrating the manner in which “Christian Heritage Week” was being promoted by petitioner at these events and what connection, if any, could therefore be associated with its educational services. Without such information, we cannot conclude that attendees of the events would have perceived the phrase as a service mark or anything more than a descriptive title for the weeklong celebration. Finally, we note that there is no direct evidence showing that consumers view “Christian Heritage Week” as a distinctive source indicator for petitioner's services. That is, petitioner has not submitted the type of evidence, e.g., declarations from consumers, indicating that third parties perceive the phrase “Christian Heritage Week” as identifying petitioner’s educational services. Petitioner did submit a copy of a letter from a third-party to the (then) Governor of Idaho objecting to that State’s 1995 proclamation of “Christian Heritage Week,” arguing that the timing of proclamation should be that proposed by Cancellations Nos. 92046481 and 92046507 19 petitioner. Exhibit W, Dr. Millard (rebuttal) testimony.7 In the letter, however, “Christian Heritage Week” is described as a week-long celebration “teaching the original Christian history and heritage of our nation in public and Christian schools, churches and ministries.” There is no connection of the phrase with petitioner’s educational services. Rather, this letter indicates that even third- parties who are supportive of petitioner’s efforts do not perceive or treat the phrase “Christian Heritage Week” as a service mark for petitioner’s services. We have considered all of petitioner's evidence and find that it falls far short of meeting its burden of demonstrating that its mark has acquired distinctiveness. Therefore, petitioner has not established that it has priority and it cannot prevail on the ground of priority and likelihood of confusion. Decision: The petitions to cancel Registrations Nos. 3058493 and 3145934 are denied. 7 August 31, 1995 letter from John M. Ukich, D.D.S. to Governor Philip E. Batt. Copy with citationCopy as parenthetical citation