International Market Brands v. Martin International Corp.

882 F. Supp. 2d 809, 2012 WL 621464, 2012 U.S. Dist. LEXIS 21913
CourtDistrict Court, W.D. Pennsylvania
DecidedFebruary 22, 2012
DocketCivil Action No. 1:09-cv-00081 ERIE
StatusPublished
Cited by4 cases

This text of 882 F. Supp. 2d 809 (International Market Brands v. Martin International Corp.) is published on Counsel Stack Legal Research, covering District Court, W.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
International Market Brands v. Martin International Corp., 882 F. Supp. 2d 809, 2012 WL 621464, 2012 U.S. Dist. LEXIS 21913 (W.D. Pa. 2012).

Opinion

MEMORANDUM OPINION ON IMB DEFENDANTS’ MOTION TO STRIKE THE EXPERT REPORT OF ANTHONY L. FLETCHER

MAURICE B. COHILL, JR., Senior District Judge.

Plaintiff and Counterclaim Defendant International Market Brands (“IMB”), is the seller of pork products in the United States under the trademark of “BLACK PEARL.” (Docket No. 1 at 2). Defendant and Counterclaim Plaintiff Martin International Corporation (“Martin”) is the seller of seafood products under the trademark of “BLACK PEARL.” (Docket No. 5 at 6). IMB has brought this action for declaratory judgment asking this Court to find that IMB’s use of the mark BLACK PEARL does not amount to trademark infringement of Martin’s marks or unfair competition. Martin has filed a counterclaim against IMB for trademark infringement, false designation and representation of origin and unfair competition, and for a ruling that IMB’s applications to register the BLACK PEARL mark are invalid.

Pending before this Court is the Motion to Strike the Expert Report of Anthony L. Fletcher, [ECF # 68], filed by International Market Brands and Third-Party Defendants C.A. Curtze, Inc., Jacobstein Food Service, Inc., and Northern Frozen Foods, Inc. d/b/a Northern Haserot (collectively, the “IMB Defendants”). Martin wishes to use Anthony L. Fletcher (“Attorney Fletcher”), who is a trademark attorney, as an expert on the subject of likelihood of confusion in this trademark infringement action. For the foregoing reasons, we will grant the motion in part and deny the motion in part; sections 1, 3, 4, 5, 6, and 10 only are struck from the expert report.

I. Discussion

The IMB Defendants’ Motion to Strike is based upon the contention that Attorney Fletcher’s testimony must be excluded pursuant to Federal Rule of Evidence 702 because: (1) the testimony opines on the legal standards applicable to this case and the ultimate issue of likelihood of confusion and (2) the testimony opines on common sense factual matters, and therefore, does not assist a trier of fact. (Docket No. 71 at 3). To the contrary, Martin contends that Attorney Fletcher’s opinions relate to issues of fact, not legal standards, and that they will assist a trier of fact toward determining likelihood of confusion. (Docket No. 72 at 3-5).

The admissibility of an expert’s opinion is governed by Federal Rule of Evidence 702, “Testimony by Experts,” which provides:

[813]*813If scientific, technical, or other specialized knowledge will assist the trier of fact to understand the evidence or to determine a fact in issue, a witness qualified as an expert by knowledge, skill, experience, training or education, may testify thereto in the form of an opinion or otherwise, if (1) the testimony is based upon sufficient facts or data, (2) the testimony is the product of reliable principles and methods, and (8) the witness has applied the principles and methods reliably to the facts of the case.

Fed.R.Evid. 702. Thus, as the United States Court of Appeals for the Third Circuit has held, “Rule 702 embodies a trilogy of restrictions on expert testimony: qualification, reliability and fit.” Jackson v. City of Pittsburgh, 2010 WL 3222137, *8 (W.D.Pa.2010) (quoting Schneider ex rel. Estate of Schneider v. Fried, 320 F.3d 396, 404 (3d Cir.2003) (citations omitted)). In addition, expert testimony must assist the trier of fact. In re Paoli R.R. Yard Litig., 35 F.3d 717, 744 (3d Cir.1994). No discussion of reliability or fit is included in this discussion because the parties do not base their arguments on these Rule 702 requirements.

A. Qualification

The IMB Defendants argue that while Attorney Fletcher “is an experienced trademark lawyer,” he is not qualified as an expert in this matter because he “has no experience or training in any industry relevant to this case, did not perform any survey or other analytic processes, and brings no other specialized knowledge or training.” (Docket No. 69 at 2). To that end, the Defendants emphasize that Attorney Fletcher “is not experienced in food production, sale or distribution; he is not qualified to conduct, and did not conduct, any market survey’s [sic] or other statistical analysis related to the marks at issue; and Atty. Fletcher has no experience in advertising or marketing.” (Id. at 5). Alternatively, Martin claims that Attorney Fletcher’s qualifications “are undisputed” and that his “specialized knowledge as a trademark attorney [ ] will assist the trier of fact to determine a fact in issue — whether the IMB Defendants’ use of BLACK PEARL as a trademark is likely to cause confusion as to source, sponsorship, or association with Martin.” (Doc. No. 70 at 7).

The United States Court of Appeals for the Third Circuit has held that Rule 702 “requires an expert witness to have ‘specialized knowledge’ regarding the area of testimony.” Betterbox Communications Ltd. v. BB Technologies, Inc., 300 F.3d 325, 327 (3d Cir.2002). “The basis of this specialized knowledge ‘can be practical experience as well as academic training and credentials,’ and ‘[w]e have interpreted the specialized knowledge requirement liberally.’ ” Id. at 327-28 (quoting Waldorf v. Shuta, 142 F.3d 601, 625 (3d Cir.1998) (citation omitted)). However, “at a minimum, a proffered expert witness ... must possess skill or knowledge greater than the average layman ...” Id. (citation omitted).

According to the “Qualifications” section of Attorney Fletcher’s Expert Report, he has practiced trademark law for forty years and has prosecuted trademarks before the U.S. Patent and Trademark Office throughout his career largely by considering likelihood of confusion. (Docket No. 68-1 at 3). He has written articles, given speeches, and taught courses on trademark law. (Id. at 3-5).

Attorney Fletcher graduated from Princeton University in 1957 with a Bachelor of Arts degree. (Id.). Attorney Fletcher obtained his Juris Doctorate from Harvard Law School in 1962. (Id.). He was employed as an Associate at Simpson Thacher & Bartlett (now Simpson Thacher) in New York City and “handled[ ] virtually all of the firm’s copy[814]*814right and trademark practice, which included some litigation.” (Id. at 2). He worked there until 1971 when he accepted an associate position with Conboy, Hewitt, O’Brien & Boardman in New York. (Id.). He became a partner at Conboy in 1974 and his practice included “almost all aspects of trademark work, including almost all of the firm’s administrative and federal court trademark and copyright litigation and trial work.” (Id.). After Conboy merged with Hunton & Williams, Attorney Fletcher eventually became the New York office’s senior trademark partner. (Id.). Since 1997, he has been employed by Fish & Richardson P.C. in New York.

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882 F. Supp. 2d 809, 2012 WL 621464, 2012 U.S. Dist. LEXIS 21913, Counsel Stack Legal Research, https://law.counselstack.com/opinion/international-market-brands-v-martin-international-corp-pawd-2012.