Harod v. Sage Products, Inc.

188 F. Supp. 2d 1369, 62 U.S.P.Q. 2d (BNA) 1022, 2002 U.S. Dist. LEXIS 3288, 2002 WL 342691
CourtDistrict Court, S.D. Georgia
DecidedFebruary 6, 2002
DocketCV100-148
StatusPublished
Cited by4 cases

This text of 188 F. Supp. 2d 1369 (Harod v. Sage Products, Inc.) is published on Counsel Stack Legal Research, covering District Court, S.D. Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harod v. Sage Products, Inc., 188 F. Supp. 2d 1369, 62 U.S.P.Q. 2d (BNA) 1022, 2002 U.S. Dist. LEXIS 3288, 2002 WL 342691 (S.D. Ga. 2002).

Opinion

ORDER

BOWEN, District Judge.

Before the Court are cross-motions for summary judgment. The issue is who used a trademark first. For the following reasons, Defendant’s motion is GRANTED, and Plaintiffs’ motion is DENIED.

I. Background

Plaintiffs and Defendant are competing for the rights to use the trademark “Comfort Bath.” The parties manufacture disposable wipes used to bathe elderly or infirm patients. Plaintiffs are two individuals participating in a joint venture. Plaintiff Harod fives in Martinez, Georgia. (Harod Aff. ¶2, Doc. No. 18.) Plaintiff LaFemina fives in Orlando, Florida. (Id ¶3.) Defendant is an Illinois corporation.

A Plaintiffs’ Use of “Comfort Bath”

Before 1996, Plaintiff Harod’s corporation developed a process for manufacturing “disposable pre-moistened wipes” that elderly or infirm people can use to cleanse themselves without using a shower or bathtub. (Harod Aff. ¶ 4, attached to Doc. No. 45.) Plaintiffs then joined forces; Plaintiff Harod was to manufacture the product, and Plaintiff LaFemina would market it. (Id. ¶ 5.)

The point in time Plaintiffs first conceived the name “Comfort Bath” is disputed. According to Plaintiff Harod, he searched online as early as May 1996 to determine whether the Department of Commerce had issued a trademark for the name “Comfort Bath.” (Id. ¶ 7.) He allegedly found no prior registration at that time. (Id) Plaintiff Harod then ordered approximately 450 “Comfort Bath” labels from a local printer. (Id; Ex. D to Doc. No. 45.) The printer invoiced the labels on May 20, 1996. (Ex. D to Doc. No. 45.) The printer adapted the “Comfort Bath” labels from a label design from an earlier product called “Easy Wash.” (Nov. 10 Harod Dep. at 10, Doc. No. 71.)

Plaintiffs allegedly manufactured samples of the “Comfort Bath” product on May 24, 1996. (Harod Aff. ¶ 8, attached to Doc. No. 45.) That summer, Plaintiff Har-od reportedly sent samples to various people in various places. According to Plaintiff Harod, he sent a sample case to a company in Spartanburg, South Carolina. (Id. ¶ 9.) On June 26, 1996, he sent a sample case to Plaintiff LaFemina in North Carolina and to his sister-in-law, Sculla Conrad (“Conrad”). (Id ¶ 10.) According to Plaintiff Harod, his sister-in-law had contacts at Kaiser Hospital, and he intended for her to develop sales of Plaintiffs’ “Comfort Bath” product in California. (Harod Aff. ¶ 3, attached to Doc. No. 61.) Plaintiff Harod claims that on July 12, *1372 1996, Conrad purchased two cases, which were shipped to her on September 13, 1996. (Id.) Plaintiff Harod avers that on July 11, 1996, he sent samples to other potential distributors in Atlanta and West Columbia, South Carolina. (Id. ¶¶ 6-7.) In the following months, Plaintiff Harod allegedly shipped samples to other possible distributors in Florida and North Carolina. (Id. ¶¶ 9-11.)

Plaintiffs eventually registered the trademark “Comfort Bath.” (Ex. A to Har-od Aff., attached to Doc. No. 45.) Plaintiffs agreed to share ownership of the mark. (LaFemina Dep. at 17-18.) A trademark search was conducted in December 1996, and a third-party conducted a manual search in January 1997. (Harod Aff. ¶ 18, attached to Doc. No. 45.) These searches disclosed no prior registration. (Id.)

On March 10, 1997, Plaintiff Harod received a facsimile transmission showing that Defendant had labeled a similar product “Comfort Bath.” (Id. ¶ 19.) It featured no “TM” designation. (Id. ¶ 21.) According to Plaintiff Harod, he tried to find out whether Defendant was selling a product called “Comfort Bath.” (Id.) Because he thought Plaintiff LaFemina had already filed the trademark application, Plaintiff Harod did not bring this discovery to Plaintiff LaFemina’s attention. (Id.) On or around March 19, 1997, Plaintiff LaFe-mina filed a trademark application with the United States Patent and Trademark Office. (Id. ¶ 18.) Plaintiff Harod received a package of Defendant’s “Comfort Bath” product on March 27, 1997. (Id. ¶ 21.) The United States Patent and Trademark Office registered the mark “Comfort Bath” in Plaintiff LaFemina’s name on March 31, 1998. (Ex. A to Harod Aff., attached to Doc. No. 45.)

B. Defendant’s Use of “Comfort Bath”

According to Defendant, it began developing prototypes of its bathing system in 1994. (Skiba Dep. at 6, filed with Doc. No. 62.) The “Product Development” department — which launches but does not necessarily sell the product — scheduled a “test sale” at a nursing home in Ionia, Michigan for June 24, 1996. (Id. at 34; see Skiba Dep. at 10, Doc. No. 50.) At the time, the bathing product was called “Comfort Care.” (Simon Dep. at 6, filed with Doc. No. 62.) Defendant learned that another company was marketing shampoo under the name “Comfort Care.” (Skiba Dep. at 16, Doc. No. 50.) In June 1996, Defendant’s director of Corporate Marketing and Communications recommended changing the name to “Comfort Bath.” (Affinito Dep. at 8, 12-13, filed with Doc. No. 62.) A trademark search allegedly showed it was available. (Id. at 14.)

Samples of the bathing system bore professionally produced “Comfort Care” labels. (Simon Dep. at 10, filed with Doc. No. 62.) When the product name changed, an employee of Defendant produced “Comfort Bath” labels on a photocopier, laminated them, and taped the new “Comfort Bath” labels on the samples. (Id. at 11.) Defendant claims that it shipped eight cases of “Comfort Bath” samples to a nursing home in Michigan on June 20, 1996. (Id. at 15; Skiba Dep. at 39-40, filed with Doc. No. 62.)

Two of Defendant’s employees drove to the Michigan nursing home on June 24, 1996. (Ogle Dep. at 7-8, filed with Doc. No. 62.) They set up a display cart, a microwave, and advertising posters. (Skiba Dep. at 38, filed with Doc. No. 62.) One of them characterized this visit as a form of marketing by “setting up a trial for purchase.” (Ogle Dep. at 7, filed with Doc. No. 62.) The other testified that they arranged for a trial of Comfort Bath and *1373 they “had a designated spot in the beauty shop.” (Skiba Dep. at 44^45, filed with Doc. No. 62.) A third characterized it as a “field evaluation.” (Young Dep. at 9, filed with Doc. No. 62.) This “trial run” lasted until August 1996, when they returned to “wrap it up.” (Skiba Dep. at 47, filed with Doe. No. 62.) At this point, according to one employee, “there wasn’t any launched product at that point in time. We were still in product development at that point in time. It wasn’t a sales and marketing item.” (Young Dep. at 47, filed with Doc. No. 62.)

According to Defendant, the trial run met with approval from the nurses surveyed. (Id. at 14-15.) The nursing home corporation included the “Comfort Bath” product on its list of products used and invited Defendant to present its “Comfort Bath” product at a national nursing convention in Toledo, Ohio. (Id.

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188 F. Supp. 2d 1369, 62 U.S.P.Q. 2d (BNA) 1022, 2002 U.S. Dist. LEXIS 3288, 2002 WL 342691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harod-v-sage-products-inc-gasd-2002.