Klinger v. Conan Doyle Estate, Ltd.

988 F. Supp. 2d 879, 109 U.S.P.Q. 2d (BNA) 2024, 2013 WL 6824923, 2013 U.S. Dist. LEXIS 180493
CourtDistrict Court, N.D. Illinois
DecidedDecember 23, 2013
DocketNo. 13 C 1226
StatusPublished

This text of 988 F. Supp. 2d 879 (Klinger v. Conan Doyle Estate, Ltd.) is published on Counsel Stack Legal Research, covering District Court, N.D. Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Klinger v. Conan Doyle Estate, Ltd., 988 F. Supp. 2d 879, 109 U.S.P.Q. 2d (BNA) 2024, 2013 WL 6824923, 2013 U.S. Dist. LEXIS 180493 (N.D. Ill. 2013).

Opinion

MEMORANDUM OPINION AND ORDER

RUBÉN CASTILLO, Chief Judge.

Plaintiff Leslie S. Klinger (“Klinger”) brings this copyright action against Defendant Conan Doyle Estate, Ltd. (“Conan Doyle”), seeking a declaratory judgment pursuant to the Declaratory Judgment Act, 28 U.S.C. § 2201. Specifically, Klinger seeks a declaration that various characters, character traits and other story elements from Sir Arthur Conan Doyle’s Sherlock Holmes stories are free for the public to copy without infringing Conan Doyle’s rights under the Copyright Act, 17 U.S.C. § 101 et seq. Presently before the Court is Klinger’s motion for summary judgment. For the reasons set forth below, the Court grant’s Klinger’s motion in part" and denies it in part.

RELEVANT FACTS1

Sir Arthur Conan Doyle authored four novels and fifty-six short stories (collectively, “the Canon”) featuring the fictional [883]*883characters of detective Sherlock Holmes and his friend and colleague Dr. John H. Watson. (Conan Doyle’s Rule 56.1 Resp. ¶¶ 1, 8.) Sir Arthur Conan Doyle first introduced these characters in “A Study in Scarlet,” which was first published in Beeton’s Christmas Annual in 1887 and first released in the United States in 1890. (Conan Doyle’s Rule 56.1 Resp. ¶ 8.) The four novels and forty-six of the fifty-six short stories were first published in the United States on various dates prior to January 1, 1923.2 (Conan Doyle’s Rule 56.1 Resp. ¶ 11.) The ten short stories remaining under copyright protection (the “Ten Stories”) are set forth in Exhibit B to the complaint. (R. 1-2, Ex. B, Ten Stories.)

Conan Doyle is a company owned by members of Sir Arthur Conan Doyle’s family. (Klinger’s Rule 56.1 Resp. ¶ 1.) Conan Doyle licenses its intellectual property, including copyrights, in the works of Sir Arthur Conan Doyle to third parties through its exclusive authorized licensing agents in the United States. (Conan Doyle’s Rule 56.1 Resp. ¶ 5.) Klinger is the author and editor of twenty-seven books and dozens of articles in the mystery and thriller literature genre, including two dozen books and numerous articles on Sherlock Holmes and the Canon. (Conan Doyle’s Rule 56.1 Resp. ¶ 1.)

1. A Study in Sherlock

Klinger is the co-editor, along with Laurie R. King, of A Study in Sherlock, an anthology of new and original short stories by contemporary authors. (Conan Doyle’s Rule 56.1 Resp. ¶ 2.) The stories in A Study in Sherlock were inspired by the Canon and feature various characters and story elements from the Canon. (Conan Doyle’s Rule 56.1 Resp. ¶2.) Klinger and King entered into a contract with Random House to publish the anthology. (Conan Doyle’s Rule 56.1 Resp. ¶ 2.) Before Random House published A Study in Sherlock, Conan Doyle intervened to assert its exclusive copyright over the use of the characters Sherlock Holmes and Dr. Watson. (Conan Doyle’s Rule 56.1 Resp. ¶ 21.) Conan Doyle informed Random House that it must enter into a licensing agreement with it in order to publish the anthology. (Id.) Although Klinger and King believed that the law did not require them to obtain a license, Random House disagreed and entered into a licensing agreement with Conan Doyle. (Id.)

II. In the Company of Sherlock Holmes

Klinger and King are also the co-editors of a sequel to A Study in Sherlock, currently titled In the Company of Sherlock Holmes, which is another collection of new and original short stories featuring various characters and story elements from the Canon. (Conan Doyle’s Rule 56.1 Resp. ¶ 3.) Klinger and King are currently preparing In the Company of Sherlock Holmes for publication by Pegasus Books and distribution by W.W. Norton & Company. (Id.) At Klinger’s insistence, literary critic and historian Michael Dirda, a contributing author to the new anthology, informed Conan Doyle of his intention to use Sir Arthur Conan Doyle’s fictional [884]*884character Langdale Pike in his new story. (Klinger’s Rule 56.1 Resp. ¶ 12; R. 29-1, Klinger’s Suppl. Decl. ¶ 9.) The character originated in the short story “The Three Gables,” published in the 1926 Case-Book, which is currently under copyright protection. (Id.)

An agent acting on behalf of Conan Doyle contacted Pegasus Books and insisted that the publisher obtain a license from Conan Doyle in order to publish In the Company of Sherlock Holmes. (Klinger’s Facts ¶ 21 (citing R. 13-4, Klinger’s Decl. ¶ 3).) Conan Doyle further informed Pegasus Books that it works with retailers such as Amazon and Barnes & Noble to weed out unlicensed uses of Sherlock Holmes and “[would] not hesitate to do so with your book as well.” (Klinger’s Facts ¶ 21 (citing R. 1, Compl. ¶ 31).) Out of fear of litigation, Pegasus Books refused to finalize its contract with Klinger and King to publish In the Company of Sherlock Holmes. (R. 29-1, Ex. A, Hancock Email.) Klinger believes that a license is unnecessary to use the Sherlock Holmes Story Elements in the new anthology, (Klinger’s Facts ¶ 21 (citing R. 1, Compl. ¶ 30)), whereas Conan Doyle asserts that using the characters of Sherlock Holmes and Dr. Watson in the anthology requires a license, (Conan Doyle’s Rule 56.1 Resp. ¶ 21). In order to proceed with the publication of In the Company of Sherlock Holmes, Klinger seeks to have this Court determine the copyright status of a list of specific characters, character traits, dialogue, settings, artifacts, and other story elements in the Canon (the “Sherlock Holmes Story Elements”) (R. 1-1, Ex. A, Sherlock Holmes Story Elements). (Klinger’s Facts ¶ 21 (citing R. 1, Compl. ¶ 34).)

PROCEDURAL HISTORY

Klinger initiated this action on February 14, 2013. (R. 1, Compl.) In Count I, the sole count of the complaint, Klinger seeks a declaratory judgment establishing that the public is entitled to copy the expression embodied in the Ten Stories set forth in Exhibit B, (R. 1-2, Ex. B, Ten Stories), and as to the Sherlock Holmes Story Elements set forth in Exhibit A, (R. 1-1, Ex. A, Sherlock Holmes Story Elements). On June 25, 2013, the Court entered a default against Conan Doyle for failure to timely appear, answer, or otherwise plead to the complaint.3 (R. 10, Min. Entry.) The Court permitted Klinger to proceed with filing either a motion for summary judgment or a motion for default judgment. (Id.) On July 29, 2013, Klinger filed a motion for summary judgment pursuant to Rule 56 of the Federal Rules of Civil Procedure. (R. 11, Klinger’s Mot. Summ. J.) This fully briefed motion is presently before the Court.

LEGAL STANDARD

Federal Rule of Civil Procedure 56 provides that “[t]he court shall grant summary judgment if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed. R.Civ.P.

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Bluebook (online)
988 F. Supp. 2d 879, 109 U.S.P.Q. 2d (BNA) 2024, 2013 WL 6824923, 2013 U.S. Dist. LEXIS 180493, Counsel Stack Legal Research, https://law.counselstack.com/opinion/klinger-v-conan-doyle-estate-ltd-ilnd-2013.