The Instrumentalist Co. v. Marine Corps League and the United States Marine Youth Foundation, Inc.

694 F.2d 145, 216 U.S.P.Q. (BNA) 951, 1982 U.S. App. LEXIS 23832
CourtCourt of Appeals for the Seventh Circuit
DecidedNovember 24, 1982
Docket81-2895
StatusPublished
Cited by22 cases

This text of 694 F.2d 145 (The Instrumentalist Co. v. Marine Corps League and the United States Marine Youth Foundation, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
The Instrumentalist Co. v. Marine Corps League and the United States Marine Youth Foundation, Inc., 694 F.2d 145, 216 U.S.P.Q. (BNA) 951, 1982 U.S. App. LEXIS 23832 (7th Cir. 1982).

Opinions

COFFEY, Circuit Judge.

This case is an appeal from an order of the District Court for the Northern District of Illinois, denying the defendants’ motion to modify a certain band award certificate, the subject of earlier trademark litigation. In denying the motion the district court ruled that the defendants failed to set forth a valid reason for the proposed change, and further found that the certificate, as altered, would violate the terms of the Consent Decree. Affirmed.

The defendants-appellants, the Marine Corps League and the United States Marine Youth Foundation, Inc.,1 the two organizations jointly offering the “Semper Fidelis” Band Award, assert that the district court abused its discretion in denying their motion to modify the “Semper Fidelis” Band Award certificate. The defendants argue that the district court misapplied the “confusingly similar” test and expanded upon the substance of the Consent Decree when it ordered the defendants to justify the alteration of their award. The defendants argue that the Consent Decree required the district court to limit its analysis to a “side-by-side eyeball” comparison of the defendants’ “Semper Fidelis” Award and the Instrumentalist Co.’s John Philip Sousa Band Award when determining if the two awards were “confusingly similar.” Alternatively, the defendants request that this court treat their motion to alter the “Semper Fidelis” Award “as having been filed under Rule 60(b)(5) of the Federal Rules of Civil Procedure and direct relief from prospective operation of the Consent Decree.” Rule 60(b)(5) provides:

“On motion and upon such terms as are just, the court may relieve a party or his legal representative from a final judgment, order, or proceeding for the following reasons:
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[147]*147(5) the judgment has been satisfied, released, or discharged, or a prior judgment upon which it is based has been reversed or otherwise vacated, or it is no longer equitable that the judgment should have prospective application yy

It is the defendants’ (the Marine Youth Foundation and the Marine Corps League) position that the district court’s order underlying the Consent Decree “runs so contrary to any acceptable theory of trademark rights as to have heaped a gross inequity on [them] in the denial of their motion.”

Since the facts giving rise to this litigation are more fully and completely set forth in Instrumentalist Co. v. Marine Corps League, 509 F.Supp. 323, 325-27 (N.D.Ill.1981), we will thus provide only a brief recitation of the pertinent facts which will aid in an understanding of the issues discussed herein.

The Instrumentalist Co., the plaintiff-appellee, is an Illinois corporation that publishes “The Instrumentalist,” a national music magazine directed to high school music teachers, band and orchestra directors. In 1954, the Instrumentalist Co. received authorization from the family of the late John Philip Sousa to use Sousa’s name and likeness on a band award, and beginning in 1955 and continuing to the present the Instrumentalist Co. has offered an award known as “The John Philip Sousa Band Award” for sale to high schools. In the 27 years since the Instrumentalist Co. first offered the Sousa Band Award for sale to high schools, the award has grown in prominence and importance in the musical community, and the annual distribution of the awards has now reached some 6,000 young musical scholars. Indeed, one band leader, Mr. Thomas Trimborn, testified that the John Philip Sousa Band Award was the most prestigious band award given and noted that his receipt of the award was “one of the outstanding highlights of my musical career.”

Once a high school decides to participate in the presentation of a Sousa Band Award, the high school’s band leader may elect to purchase any or all of the following: a certificate with the name and picture of John Philip Sousa prominently displayed, a lapel pin and a marble desk piece each featuring the vertical relief of Sousa, and a wall plaque bearing Sousa’s name and likeness. Over the years, the Instrumentalist Co. has maintained strict control over the John Philip Sousa Band Award, and has refused to sell more than one award to any one high school in any one year since the award is intended to recognize only the outstanding graduating senior band member in a particular high school.2

In 1966, Instrumentalist applied for a trademark registration of the depiction of John Philip Sousa, for any or all uses. The United States Patent Office denied the request for registration, ruling that Sousa’s picture “constitutes merely the subject matter of the goods .... [I]t is not believed the picture functions as a trademark as defined in section 45 of the 1946 Trademark Act.” In 1973, Instrumentalist again applied for federal patent registration, seeking a trademark on the use of the Sousa name, image and/or likeness and identifying the goods as “awards in the nature of plaques.” The Patent Office approved the registration and issued a registration number.

In 1967, some 12 years after Instrumentalist created their award, the Marine Corps League and the United States Marine Youth Foundation jointly began to issue a Distinguished Musician Award to outstanding high school band musicians throughout [148]*148the United States.3 However, in January, 1980, at the suggestion of retired Marine Corps General Walter Churchill, a director of the Marine Corps League’s youth activities and a founder of the Youth Foundation, the defendants (the Marine Corps League and the Marine Youth Foundation) changed the name of their band award to the “John Philip Sousa Award for Musical Excellence,” thus creating a conflict with Instrumentalist’s trademark. Instrumentalist’s president, upon learning that the defendants had changed the design and name of their award, sent General Churchill a letter objecting to the redesigning and renaming of the award, and asserted that the defendants were violating their trademark rights.

When General Churchill discovered that Instrumentalist objected to the newly named certificate on trademark grounds, he undertook to develop an award which would not conflict with Instrumentalist’s registered trademark. After conferring with the United States Marine Corps Legal Counsel and the Navy Patent Council, General Churchill suggested altering the newly designed certificate by simply substituting “Semper Fidelis” for Sousa’s name on the front of the certificate,4 while retaining the multi-colored likeness of John Philip Sousa on the front of the certificate and further retaining the Sousa name and biography on the back. In June of 1980, the defendants issued and marketed this “Semper Fidelis” Award, described above, to graduating high school students.

When Instrumentalist discovered that the defendants had prominently featured Sousa’s likeness on the front of the “Semper Fidelis” Award, they again objected and filed an action in the District Court for the Northern District of Illinois against the Marine Corps League and the United States Marine Youth Foundation alleging infringement of Instrumentalist’s registered “John Philip Sousa” trademark.

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Bluebook (online)
694 F.2d 145, 216 U.S.P.Q. (BNA) 951, 1982 U.S. App. LEXIS 23832, Counsel Stack Legal Research, https://law.counselstack.com/opinion/the-instrumentalist-co-v-marine-corps-league-and-the-united-states-marine-ca7-1982.