Hodge E. Mason and Hodge Mason Maps, Inc. v. Montgomery Data, Inc.

967 F.2d 135, 23 U.S.P.Q. 2d (BNA) 1676, 1992 U.S. App. LEXIS 17321, 1992 Copyright L. Dec. (CCH) 26,959
CourtCourt of Appeals for the Fifth Circuit
DecidedJuly 28, 1992
Docket91-2305
StatusPublished
Cited by105 cases

This text of 967 F.2d 135 (Hodge E. Mason and Hodge Mason Maps, Inc. v. Montgomery Data, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hodge E. Mason and Hodge Mason Maps, Inc. v. Montgomery Data, Inc., 967 F.2d 135, 23 U.S.P.Q. 2d (BNA) 1676, 1992 U.S. App. LEXIS 17321, 1992 Copyright L. Dec. (CCH) 26,959 (5th Cir. 1992).

Opinion

REAVLEY, Circuit Judge:

Hodge E. Mason, Hodge Mason Maps, Inc., and Hodge Mason Engineers, Inc. (collectively Mason) sued Montgomery Data, Inc. (MDI), Landata, Inc. of Houston (Lan-data), and Conroe Title & Abstract Co. (Conroe Title), claiming that the defendants infringed Mason’s copyrights on 233 real estate ownership maps of Montgomery County, Texas. The district court initially held that Mason cannot recover statutory damages or attorney’s fees for any infringement of 232 of the copyrights. The court later held that Mason’s maps are not copyrightable under the idea/expression merger doctrine, and granted summary judgment for the defendants. We agree with Mason that the maps are copyrightable, so we reverse the district court’s judgment and remand the case. But we agree with the district court that, if Mason proves that the defendants infringed his copyrights, 2 he can only recover statutory damages and attorney’s fees for the infringements of one of the 233 maps.

I. BACKGROUND

Between August 1967 and July 1969, Mason created and published 118 real estate ownership maps that, together, cover all of Montgomery County. The maps, which display copyright notices, pictorially portray the location, size, and shape of surveys, land grants, tracts, and various topographical features within the county. Numbers and words on the maps identify deeds, abstract numbers, acreage, and the owners of the various tracts. Mason obtained the information that he included on the maps from a variety of sources. 3 Relying on these sources, Mason initially determined the location and dimensions of each survey in the county, and then drew the corners and lines of the surveys onto topographical maps of the county that were published by the United States Geological Survey (USGS). 4 He then determined the location of the property lines of the real estate tracts within each survey and drew them on the USGS maps. Finally, Mason traced the survey and tract lines onto transparent overlays, enlarged clean USGS maps and the overlays, added names and other information to the overlays, and combined the maps and overlays to print the final maps. Mason testified that he used substantial judgment and discretion to rec *137 oncile inconsistencies among the various sources, to select which features to include in the final map sheets, and to portray the information in a manner that would be useful to the public. From 1970 to 1980, Mason revised the original maps and eventually published 115 new maps with copyright notices, for a total of 233 maps. Mason sold copies of his maps individually and in sets.

Mason’s infringement claims are based on the defendants’ use of his maps as part of a geographical indexing system that Landata created to continuously organize and store ever-changing title information on each tract in Montgomery County. To create this sytem, Landata purchased a set of Mason’s maps and reorganized them by cutting and pasting them into 72 map sheets. Landata then attached a transparent overlay to each of the 72 sheets, and depicted on these overlays numerous updates and corrections to the information on Mason’s maps. Landata arbitrarily assigned identification numbers (“arb numbers”) to tracts or areas within the county, and added these numbers to the overlays. Using this process, Landata created an inked mylar “master overlay” for each of the 72 reorganized map sheets. Landata then made sepia copies of the master overlays, and began registering ownership and other changes on the sepia copies from the hundreds of land grants that are recorded in the county each day. Using this system, the defendants are able to retrieve current ownership and other information on any tract by locating its arb number on the appropriate overlay and entering that number into a computer database that contains data on each tract.

In 1985, several title companies, including Conroe Title, incorporated MDI as a joint title plant. MDI and Landata then entered into a series of agreements under which Conroe Title and MDI’s other shareholders can use Landata’s system when they issue title insurance policies. On September 17, 1985, Landata asked Mason for permission to use his maps as part of its system, but Mason denied the request because Landata refused to pay a licensing fee. Landata then provided its products to MDI without Mason’s permission. Each of MDI’s shareholders purchased an original set of Mason’s maps, and either MDI or the shareholders reorganized the maps from 118 to 72 map sheets according to Landa-ta’s specifications. Landata provided MDI with a set of sepia copies of the master overlays for each set of reorganized maps and with access to its computer database. Annually from 1982 through 1986, and again in 1989, Landata or MDI produced new, updated editions of the master overlays.

Mason registered the copyright for one of the original 118 maps in October 1968. After learning of Landata’s use of his maps, Mason registered the copyrights for the remaining 117 original maps and the 115 revised maps between October and December 1987. Mason filed this suit in September 1988, claiming infringement of his 233 copyrights under 17 U.S.C. § 106, and seeking statutory damages and attorney’s fees under 17 U.S.C. §§ 504-05. In December 1989, the defendants sought a partial summary judgment that, even if Mason proves copyright infringement, 17 U.S.C. § 412 precludes an award of statutory damages or attorney’s fees for any infringement of the 232 maps that Mason registered in 1987. The district court granted this motion on June 1, 1990. Mason v. Montgomery Data, Inc., 741 F.Supp. 1282, 1287 (S.D.Tex.1990). In September 1990, Mason filed a motion for partial summary judgment that the defendants had infringed his copyrights. The defendants countered with motions for summary judgment in which they asserted that Mason’s maps are not copyrightable and, even if they are, the defendants’ use of the maps does not constitute infringement. The district court granted the defendants’ motions after holding that Mason’s maps are not copyrightable because the idea embodied in the maps is inseparable from the maps’ expression of that idea. Mason v. Montgomery Data, Inc., 765 F.Supp. 353, 356 (S.D.Tex.1991). The court dismissed Mason’s claims with prejudice and awarded the defendants costs and attorney's fees.

*138 II. DISCUSSION

A. The CopyRIGhtability of Mason’s Maps

1. The Idea/Expression Merger Doctrine

The Copyright Act extends copyright protection to “original works of authorship fixed in any tangible medium of expression.” 17 U.S.C.A. § 102(a) (West Supp. 1992). The scope of that protection, however, is not unlimited. “In no case does copyright protection for an original work of authorship extend to any idea, ... regardless of the form in which it is described, explained, illustrated, or embodied in such work.” Id. § 102(b) (emphasis added).

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967 F.2d 135, 23 U.S.P.Q. 2d (BNA) 1676, 1992 U.S. App. LEXIS 17321, 1992 Copyright L. Dec. (CCH) 26,959, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hodge-e-mason-and-hodge-mason-maps-inc-v-montgomery-data-inc-ca5-1992.