Luckenbach Texas, Inc. v. Engel

CourtDistrict Court, W.D. Texas
DecidedDecember 6, 2021
Docket1:19-cv-00567
StatusUnknown

This text of Luckenbach Texas, Inc. v. Engel (Luckenbach Texas, Inc. v. Engel) is published on Counsel Stack Legal Research, covering District Court, W.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Luckenbach Texas, Inc. v. Engel, (W.D. Tex. 2021).

Opinion

UNITED STATES DISTRICT COURT WESTERN DISTRICT OF TEXAS AUSTIN DIVISION

LUCKENBACH TEXAS, INC., § Plaintiff § § v. § No. A-19-CV-00567-DH § PAUL ENGEL d/b/a § LUCKENBACH LODGE, § Defendant

ORDER

Before the Court is Plaintiff Luckenbach Texas, Inc.’s motion seeking partial summary judgment against Defendant Paul Engel d/b/a Luckenbach Lodge, Dkt. 31. Having considered the motion, related filings, and applicable case law, the Court concludes that Plaintiff’s motion should be GRANTED in its entirety. I. BACKGROUND Plaintiff is a Texas corporation that operates a private entertainment venue in Gillespie County, approximately 12 miles southeast of Fredericksburg, Texas. Dkts. 1, 31-1. The venue, acquired by Plaintiff’s predecessor-in-interest in 1970, rose in prominence over the course of the ensuing decade, thanks in large part to its association with the outlaw-style of country music—Jerry Jeff Walker recorded his seminal “Viva Terlingua” album in Luckenbach in 1973, Dkt. 31-1, at 653, and Waylon Jennings’s song “Luckenbach, Texas” topped country charts in 1977, id. at 658. The site is now a well-known tourist destination featuring a live-music and event venue, a retail store, a dance hall, a saloon, and a restaurant. Id. at 2. Guests can pay to lodge overnight at Luckenbach in their own RVs, and Plaintiff is in the process of remodeling a historic home on its property for a bed and breakfast to host visitors. Id. at 3. The company also operates a retail store in Fredericksburg known as

“Luckenbach on Main” or “Luckenbach Outpost,” where visitors can purchase beer, wine, and licensed Luckenbach-branded merchandise. Id. at 2. Plaintiff, who has used “Luckenbach” as a service mark since 1971, filed for registration of the mark in 1978. Id. at 3, 228. The USPTO registered the mark for entertainment services in 1982. Id. at 228. Plaintiff later registered the motto “Everybody’s Somebody in Luckenbach” and its signature trademark Luckenbach logos. Id. at 229-31.

Defendant Paul Engel began operating the Luckenbach Lodge in 2014. Dkt. 39-1, at 96. The lodge, which lies on property adjacent to Plaintiff, is located on land that has been in Engel’s family since 1848. Id. Plaintiff’s owner, Kit Patterson, initiated a discussion with Engel in 2014 upon learning of Engel’s plan to operate a business known as Luckenbach Lodge. Dkt. 31-1, at 3. Patterson contends that he expressed to Engel his concern that the Lodge’s use of “Luckenbach” in its name could

create confusion between Plaintiff’s mark and the lodge’s operations. Id. Patterson followed up with Engel in writing later that year and in 2015. Id. The parties resumed discussions in-person and in writing in 2017 and 2018. Id. Plaintiff sued Engel in June 2019. Dkt. 1. In its suit, Plaintiff alleges common- law and statutory causes of action for trademark infringement, unfair competition, and dilution. Id. at 6-9. Plaintiff seeks to enjoin Defendant’s use of “Luckenbach Lodge” (along with any other mark or name that may cause confusion with Plaintiff’s marks) and damages. Id. at 9. In his Answer, Defendant generally denies Plaintiff’s causes of action, and he asserts the affirmative defenses of fair use, laches, unclean

hands, and “other affirmative defenses” not yet stated. Dkt. 6. Plaintiff now moves for partial summary judgment. In particular, Plaintiff alleges it has proven Defendant’s liability on Plaintiff’s trademark infringement and unfair competition causes of action as a matter of law. Dkt. 31. Plaintiff did not move for summary judgment on its dilution claim. Id. Plaintiff also seeks summary judgment on Defendant’s affirmative defenses—namely, fair use, laches, and unclean hands. Id.

II. LEGAL STANDARD Summary judgment is appropriate when the pleadings, the discovery and disclosure materials on file, and any affidavits show that there is no genuine dispute as to any material fact and that the moving party is entitled to judgment as a matter of law. Fed. R. Civ. P. 56(a); Celotex Corp. v. Catrett, 477 U.S. 317, 323-25 (1986); Washburn v. Harvey, 504 F.3d 505, 508 (5th Cir. 2007). A dispute regarding a

material fact is “genuine” if the evidence is such that a reasonable jury could return a verdict in favor of the nonmoving party. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). When ruling on a motion for summary judgment, the court is required to view all inferences drawn from the factual record in the light most favorable to the nonmoving party. Matsushita Elec. Indus. Co. v. Zenith Radio, 475 U.S. 574, 587 (1986); Washburn, 504 F.3d at 508. Further, a court “may not make credibility determinations or weigh the evidence” in ruling on a motion for summary judgment. Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 150 (2000); Anderson, 477 U.S. at 254-55.

Once the moving party has made an initial showing that there is no evidence to support the nonmoving party’s case, the party opposing the motion must come forward with competent summary judgment evidence of the existence of a genuine fact issue. Matsushita, 475 U.S. at 586. Mere conclusory allegations are not competent summary judgment evidence, and thus are insufficient to defeat a motion for summary judgment. Turner v. Baylor Richardson Med. Ctr., 476 F.3d 337, 343 (5th Cir. 2007). Unsubstantiated assertions, improbable inferences, and unsupported

speculation are not competent summary judgment evidence. Id. The party opposing summary judgment is required to identify specific evidence in the record and to articulate the precise manner in which that evidence supports his claim. Adams v. Travelers Indem. Co. of Conn., 465 F.3d 156, 164 (5th Cir. 2006). If the nonmoving party fails to make a showing sufficient to establish the existence of an element essential to its case and on which it will bear the burden of proof at trial, summary

judgment must be granted. Celotex, 477 U.S. at 322-23. This rule applies equally to affirmative defenses—plaintiffs are entitled to summary judgment if they produce sufficient evidence negating an essential element of defendant’s affirmative defense. Id. at 323. III. PLAINTIFF’S OBJECTIONS Before addressing the substance of Plaintiff’s motion for partial summary judgment, the Court first rules on Plaintiff’s objections to the evidence Defendant

attached to his opposition. See Dkt. 40, at 6-7 (objections contained within Plaintiff’s reply brief). A. The Private Investigator’s Letter and Accompanying Exhibits Plaintiff raises authentication and hearsay objections to a letter and several accompanying exhibits provided by a private investigator hired by Defendant. See Dkt. 40 at 6 (objecting to the letter, Ex. DD (Dkt. 39-1, at 32), and attached Exhibits A-CC (id. at 1-31), DD at 10-53 (id. at 41-84), and EE (id. at 85-94)). As noted in

Plaintiff’s objections, the letter is unsworn and unauthenticated.

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