Grubb v. KMS Patriots, L.P.

USCA1 Opinion











UNITED STATES COURT OF APPEALS
FOR THE FIRST CIRCUIT
____________________

No. 95-2375

JAMES L. GRUBB, JR.,

Plaintiff - Appellant,

v.

KMS PATRIOTS, L.P. AND
NATIONAL FOOTBALL LEAGUE PROPERTIES, INC.,

Defendants - Appellees.

____________________

APPEAL FROM THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF MASSACHUSETTS

[Hon. Edward F. Harrington, U.S. District Judge] ___________________

____________________

Before

Torruella, Chief Judge, ___________

Stahl and Lynch, Circuit Judges. ______________

_____________________

Blair L. Perry, with whom Heidi E. Harvey and Fish & ________________ _________________ _______
Richardson P.C. were on brief for appellant. _______________
Daniel L. Goldberg, with whom Paul M. Robertson and Bingham, __________________ _________________ ________
Dana & Gould were on brief for appellees. ____________



____________________


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TORRUELLA, Chief Judge. Plaintiff-Appellant James L. TORRUELLA, Chief Judge. ___________

Grubb, Jr. ("Grubb" or "Plaintiff"), challenges the district

court's grant of summary judgment for Defendants-Appellees KMS

Patriots, L.P. (the "Patriots"), and National Football League

Properties, Inc. ("NFL Properties") (collectively "Defendants"),

on Grubb's claims of copyright infringement under 17 U.S.C.

501. We affirm the decision of the district court.

I. BACKGROUND I. BACKGROUND

Resolving reasonable inferences in favor of Grubb, the

nonmovant, the summary judgment materials show the following.

The Patriots, a professional football team and a member

of the National Football League, informed NFL Properties on

January 17, 1993, that they were considering a logo change for

the upcoming season. NFL Properties, among other tasks, manages

design and publishing production assignments for the National

Football League. At a meeting between Patriots officials and NFL

Properties representatives on January 27, 1993, the Patriots

asked that the design of the new logo be created within the next

few weeks.

Accordingly, NFL Properties contacted several

independent design firms. On January 27, 1993, Bradley Jansen

("Jansen") of NFL Properties approached Evenson Design Group

("Evenson") about the project, and Evenson agreed to begin work.

Via overnight courier, Jansen sent to Evenson a package

containing, among other things, a purchase order and designs

similar to the one that the Patriots had considered and rejected


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in 1979 ("the 1979 proposed Patriots logo"). Jansen continued to

be in contact with, and meet with, Patriots employees thereafter.

The package was received on January 28, 1993. In his

deposition, Ken Loh ("Loh"), an Evenson employee, stated that he

began sketching the design that the Patriots eventually chose to

replace their old logo ("the Patriots' new logo"). With the aid

of his timesheets, which were generated by a computer program

that both Plaintiff and Defendants have stipulated could not be

backdated, Loh indicated that he had virtually completed the

Patriots' new logo by February 4, 1993. Referring to his

timesheets, Loh stated that as of that date he began work on

creating other logos and revising the logo he had already

created, which he identified as the Patriots new logo.

On February 12, 1993, Evenson sent Loh's design to NFL

Properties. Representatives of NFL Properties met with the

Patriots on February 18, 1993. The Patriots were shown many

proposed logos, including Loh's. The Patriots selected Loh's

design as their new logo on March 5, 1993.

Meanwhile, on February 9, 1993, having heard through

the news media that the Patriots planned to change their logo,

Grubb submitted an unsolicited proposed design ("Grubb's design")

to the Patriots' office in Foxborough, Massachusetts. In his

deposition, Grubb stated that he was told by a Patriots' employee

that the Patriots would contact him later regarding his

submission. Grubb holds a Certificate of Copyright Registration




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for his design, which the United States Copyright Office issued

to him effective February 1, 1994.

The Patriots' new logo and Grubb's design contain some

of the same elements, including a man's face in profile, stars,

and stripes.1 The district court granted summary judgment to

Defendants. The district court concluded that Grubb failed to

show that Loh had access to Grubb's work, relying in part on the

fact that the Patriots established and followed a policy that was

designed to prevent designers -- such as Loh -- from seeing

outside submissions. Additionally, the district court found that

Loh composed the Patriots' new logo independently of Grubb's

design. In the instant appeal, Grubb challenges the district

court's grant of summary judgment to Defendants. In particular,

Grubb argues that his Supplemental Affidavit, in which Grubb

compares Loh's work and his own, asserts facts that create a

direct conflict with Loh's testimony, on which the district court

relied. In the Supplemental Affidavit, Grubb states that "the

relative proportions of the elements of the two designs are

substantially identical and the curve of the base line . . .

appears to be a precise match," and that Loh's work was "probably

. . . traced from some other drawing." According to Grubb, the

district court erred in crediting Loh's testimony in light of

Grubb's Supplemental Affidavit.




____________________

1 See appendices following this opinion. ___

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II. STANDARD OF REVIEW II. STANDARD OF REVIEW

Summary judgment is appropriate when "the pleadings,

depositions, answers to interrogatories, and admissions on file,

together with the affidavits . . . show that there is no genuine

issue as to any material fact and that the moving party is

entitled to a judgment as a matter of law." Kelly v. United _____ ______

States, 924 F.2d 355, 357 (1st Cir. 1991); see also Fed. R. Civ. ______ ________

P. 56(c). Under Rule 56(c), the opponent of the motion must

produce evidence on which a reasonable finder of fact, under the

appropriate proof burden, could base a verdict for the opponent;

if the opponent cannot produce such evidence, the motion must be

granted. Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986); ______________ _______

Anderson v. Liberty Lobby, 477 U.S. 242, 249 (1986). ________ _____________

III. DISCUSSION III. DISCUSSION

To prevail on a claim of copyright infringement, a

plaintiff must show two elements: (1) ownership of a valid

copyright and (2) copying of the protected work by the alleged

infringer. See Concrete Mach. Co. v. Classic Lawn Ornaments, ___ ___________________ ________________________

Inc., 843 F.2d 600, 605 (1st Cir. 1988); 3 Melvin B. Nimmer, The ____ ___

Law of Copyright 13.01 at 13-3 (1987). Defendants do not _________________

contest Plaintiff's ownership of a valid copyright on his design.

Therefore, we turn to the issue of whether summary judgment was

proper with respect to the alleged copying.

"Proof by direct evidence of copying is generally not

possible since the actual act of copying is rarely witnessed or

recorded." Concrete Mach., 843 F.2d at 606. Absent direct ______________


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evidence, copying may be inferred from a showing that the

defendant had "access" to the plaintiff's work prior to the

creation of defendant's work, Baxter v. MCA, Inc., 812 F.2d 421, ______ _________

423 (9th Cir. 1987), and that there is "substantial similarity"

between the works, Walker v. Time Life Films, Inc., 784 F.2d 44, ______ ______________________

48 (2d Cir.), cert. denied, 476 U.S. 1159 (1986); see Sid & Marty ____________ ___ ___________

Krofft Television Prods., Inc. v. McDonald's Corp., 562 F.2d ________________________________ _________________

1157, 1162-63 (9th Cir. 1977). Even if both showings are made,

however, the trier of fact may nonetheless find no copying if the

defendant shows independent creation. Concrete Mach., 843 F.2d _______________

at 606 n.6; Eden Toys, Inc. v. Marshall Field & Co., 675 F.2d ________________ _____________________

498, 501 (2d Cir. 1982). Viewing the summary judgment record in

the best light for Plaintiff, we conclude that he has failed to

raise a genuine issue of material fact with respect to

Defendants' "access"; this deficiency alone suffices to justify

summary judgment.

To satisfy its burden of showing access, the plaintiff

must produce evidence from which a reasonable finder of fact

could infer that the defendant had a reasonable opportunity to

copy his or her work. See Selle v. Gibb, 741 F.2d 896, 901 (7th ___ _____ ____

Cir. 1984). Evidence that only creates a "bare possibility" that

the defendant had access is not sufficient to create a factual

issue as to copying. Jason v. Fonda, 526 F. Supp. 774, 777 (C.D. _____ _____

Cal. 1981) (concluding that the fact that between 200 and 700

copies of plaintiff's book were available in Southern California

bookstores was insufficient to infer that defendant movie


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producers had a reasonable opportunity to copy it), aff'd, 698 _____

F.2d 966 (9th Cir. 1982). "[T]he jury cannot draw an inference

of access based upon speculation and conjecture alone." Selle, _____

741 F.2d at 901.

On the summary judgment materials before it, the

district court concluded that, even drawing all favorable

inferences for Grubb, the evidence did not demonstrate that Loh

had access to Grubb's design; in fact, it showed that Loh

composed his design independently of and prior to Grubb's work.

With respect to Loh's access, Grubb contends that the district

court erred, since an alleged copier's access may be proven by

showing that an intermediary with whom the copier was involved

had access to the copyrighted work under circumstances in which

the copier also may have been given an opportunity to view the

copyrighted work. Grubb also argues that his Supplemental

Affidavit is evidence that Loh had access to Grubb's design.

With respect to the district court's finding of independent prior

creation, Grubb argues that Loh's testimony suggests that Loh

traced the Patriots' New Logo from another design. Grubb also

questions Loh's credibility, and submits that Grubb's

Supplemental Affidavit is evidence that Loh did not independently

create the Patriots' new logo prior to Grubb's design.

Turning first to Loh's access, it is undisputed that

the Patriots received Grubb's sketch on February 9, 1993, via

Grubb's unsolicited submission. Grubb points to several pieces

of evidence that he believes shows Loh had a reasonable


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opportunity to copy Grubb's design. First, according to Grubb's

deposition, the individual Patriots' employee to whom he gave the

design told him that the Patriots would get in contact with him

in the future. Additionally, Grubb points to the fact that

Jansen, as an employee of NFL Properties, admits that he had

contact with representatives of the Patriots beginning on January

27, 1993, and that Jansen had also hired the design firm that

employed Loh. Grubb claims that Jansen is a point of access

between Loh's firm and the Patriots, from which a finder of fact

could permissibly infer a reasonable opportunity to copy.

Finally, Grubb claims that his Supplemental Affidavit is evidence

that Loh had access to Grubb's design.

We need not resolve Grubb's contention that this

evidence entitles him to a finding of access, however, because

even assuming, arguendo, that it did, the undisputed evidence is ________

that Loh created the Patriots' New Logo prior to February 9,

1993.2 As noted, supra, Grubb does not just have to show that _____

Loh had access to Grubb's work; Grubb has to show that Loh had

access to Grubb's work before Loh created the Patriots' New Logo.

See Concrete Mach., 843 F.2d at 605 n.6; Baxter, 812 F.2d at 423. ___ ______________ ______

____________________

2 The district court described this as "independent prior
creation," an independent showing that rebuts a finding of
access. We do not consider whether "independent prior creation"
is a separate showing, see Grubb v. National Football League ___ _____ _________________________
Properties, Inc., slip op. at 6 (D. Mass. 1995) (citing Concrete _________________ ________
Machinery, 843 F.2d at 605 n.6), or whether any showing of access _________
must, as a logical matter, necessarily be access prior to the _____
creation of a defendant's work, see Baxter, 812 F.2d at 423, ___ ______
since resolution of this question either way would not affect the
result of our analysis.

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In his deposition, Loh stated that he began working on the

Patriots' New Logo on January 28, 1993, and by February 4, 1993,

had finished, save for later refinements, the Patriots' New Logo.

Additionally, in his affidavit, Loh further testified that, in

late January of 1993, he created a pencil sketch of the Patriots'

New Logo, to which he added color later that day. With the aid

of his timesheets, he was able in his deposition to pinpoint the

day he created these works as January 28, 1993. What Loh

identified as having been created during this period bears

unmistakable resemblance to the Patriots' New Logo, save for the

color of the star3 in the hat and a few shadings on the face

depicted. This testimony demonstrates that Loh did not have

access to Grubb's design prior to creating the Patriots' new

logo, see Baxter, 812 F.2d at 423, since Grubb's evidence shows ___ ______

that Loh could not have viewed Grubb's design prior to February

9, 1993.

To be sure, Grubb argues that he does in fact dispute

Loh's testimony, and therefore, there remains a genuine issue of

material fact as to the issue of Loh's prior creation. However,

on summary judgment, absent specific facts discrediting testimony

from a witness associated with the movant, and absent a direct

conflict in the testimony, the opponent (although entitled to

have his or her evidence taken as true) is not entitled to have

the defendant's evidence positively disbelieved. Takeall v. _______
____________________

3 While the color of the star changed from white to silver, it
should be noted that the Patriots' actual helmet color -- the
background of the logo -- also changed from white to silver.

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Pepsico, Inc., 809 F. Supp. 19, 23 (D. Md. 1992), aff'd, 14 F.3d _____________ _____

596 (4th Cir. 1993), cert. denied, 114 S. Ct. 2742 (1994); see ____________ ___

also Moreau v. Local 247, Int'l Bhd. of Firemen, 851 F.2d 516, ____ ______ __________________________________

519 (1st Cir. 1988); 10A Charles A. Wright, Arthur R. Miller and

Mary K. Kane, Federal Practice and Procedure: Civil 2d 2726 at _________________________________________

119, nn.11-12 (1983). Grubb first questions the credibility of

Loh's testimony, and second argues that Loh's testimony conflicts

with Grubb's Supplemental Affidavit, since Grubb therein opines

that his and Loh's designs are so similar that Loh must have

copied Grubb's work.

Grubb attempts to call into question Loh's testimony by

arguing that Loh's computer software timesheets do not show what

Loh had drawn on any particular date, and that Loh could not

identify individual sketches he created during the design process

by specific date. Grubb also points to Loh's admission that,

without his timesheets, he could not remember on what date he did

what. Furthermore, Grubb argues that Loh was still sketching

possible logos on or after February 9, 1993. All of this is,

however, irrelevant. The parties stipulated that the timesheet-

generating software program could not be backdated. With his

timesheets and the summaries therein of how he used his time, Loh

testified in his deposition that he began sketching the designs

for the Patriots' New Logo on January 28, 1993, and by February

4, 1993, he had essentially finished designing it. While Loh

testified that he was still working on the project after

February 9, he also testified that this work involved simple


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refinements, such as changing the color of the star. The fact

that Loh needed his timesheets to recollect dates, or that he

continued to work on the Patriots project after February 9, does

not discredit his testimony, particularly where it is undisputed

that the timesheets could not have been backdated.

Besides challenging the credibility of Loh's testimony,

Grubb also argues that his Supplemental Affidavit represents

facts in direct conflict with Loh's testimony. Grubb's

Supplemental Affidavit expresses his opinion of the Patriots' new

logo's similarity to Grubb's work. Grubb supplies reasoning --

pointing to the relative proportions of the elements of the two

designs and the curve of the base line -- for why he believes the

designs are similar. Grubb also concludes that Loh's design must

have been traced from another design.

Grubb's argument seems to be that 1) Loh traced, and 2)

Loh's work resembles Grubb's work, therefore Loh's testimony that

he did not copy Grubb's work, and in fact, created the Patriots'

new logo before Grubb submitted his own design, is in dispute.

However, similarity alone cannot lead to a finding of copying,

without evidence of access prior to the allegedly offending

work's creation. As a result, we must look to whether Grubb's

affidavit actually creates a direct conflict with Loh's testimony

-- since the latter rebutted any finding of access by

demonstrating prior creation. We conclude that, even assuming

that Grubb's Supplemental Affidavit is properly considered expert

testimony, it is simply not in direct conflict with Loh's


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testimony. Similarity cannot substitute for access, and the fact

that Loh admitted to having done "tracings" in the process of

producing his work does not conflict with Loh's statement that he

had virtually completed the Patriots' New Logo by February 4,

1993, since Loh admitted that Evenson had various pictures of

colonial soldiers that he used, and the Summary Judgment

materials indicated that Loh was sent designs similar to the 1979

proposed Patriots' logo, which also depicted a colonial soldier.

The fact that Loh did tracings is simply not in direct conflict

with Loh's testimony that he had created the Patriots' new logo

by February 4, 1993.

As a result, like the district court before us, we

conclude that Loh composed his design prior to Grubb's work.

Such prior creation renders any conclusion of access or inference

of copying illogical. See Concrete Mach., 843 F.2d at 606 n.6 ___ ______________

(stating that "[a]lthough access plus substantial similarity is

required to show copying, the trier of fact may nonetheless find

no copying if the defendant shows independent creation").

Because both access and substantial similarity need be

shown, see Concrete Mach. Co., 843 F.2d at 606; O'Neill v. Dell ___ __________________ _______ ____

Publishing Co., 630 F.2d 685, 686 (1st Cir. 1980), and Plaintiff _______________

has failed to demonstrate a genuine issue of material fact

regarding access, we need go no further. While Plaintiff argues

that "[w]here two designs are so similar that one must have been

copied from the other, proof of access may not be required,

because no explanation other than copying is reasonably


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possible," Brief for the Plaintiff-Appellant at 13, the lone __________________________________

case that Plaintiff cites for this proposition, Flag Fables, Inc. _________________

v. Jean Ann's Country Flags and Crafts, Inc., 730 F. Supp. 1165 __________________________________________

(D. Mass. 1989), in fact states that

this Court's view of the present dispute
[is that] given the indisputable access ____________________
and substantial similarity between the ____________________________
two parties' banners, the evidence of
independent creation advanced at the
hearing by defendants was simply not
persuasive.

Id. at 1181 (emphasis added). Thus, Plaintiff misstates the law ___

by failing to recognize that he bears the burden of showing both ____

reasonable access and substantial similarity. Concrete Mach., ___ ______________

843 F.2d at 606; Walker, 784 F.2d at 48; Sid & Marty Krofft ______ ___________________

Television, 562 F.2d at 1162-63. The reason for both __________

requirements is simple: copyright protection precludes only

copying; if two people arrive at the same result independently,

copyright law will not protect the first. See Selle, 741 F.2d at ___ _____

896 (7th Cir. 1984) (stating that "two works may be identical in

every detail, but, if the alleged infringer created the accused

work independently or both works were copied from a common source

in the public domain, then there is no infringement"); 3 Nimmer

13.02; see also Arthur v. American Broadcasting Cos., 633 F. ________ ______ ___________________________

Supp. 146, 148 n.3, 149 (S.D.N.Y. 1985) (concluding no

infringement even where expressions are extremely similar, if

"nearly all the similarity can be attributed to the fact that

both [works] are artist's renderings of the same unprotectible

idea"; ideas cannot be protected under copyright law, 17 U.S.C.


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102(b)). Thus, like the district court before us, we need not

address the issue of substantial similarity.

CONCLUSION CONCLUSION

As a result of the foregoing, the judgment of the

district court is affirmed. affirmed. ________












































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