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Peter Lee and Joyce Wendy Yung, doing business as Fashion Accessories (Applicants)
v.
Segal's (Michael). Inc. (Respondent)
Trial Division, Heald J.—Ottawa, January 25 and 31, 1972.
Trade Marks—Expungement—Affidavits in support of application—Enlargement of time for filing—Onus of proof—Trade Marks Act, s. 17(2)—Federal Court Rule 3(1)(c).
In December 1964, respondent was registered as owner of the trade mark "Dorce" in respect of certain wares. On June 17, 1969, applicants applied by originating notice of motion for expungement of the trade mark on the ground that applicants had used the trade mark in Canada in associ ation with similar wares since April 1962. Applicants did not file affidavits in support of their application within the time allowed by the relevant rule, and at the end of 1971 applied under Federal Court Rule 3(1)(c) for enlargement of the time for filing affidavits. The affidavits had not been filed in the time allowed because negotiations had been proceeding between the parties with respect to the matter until late in 1971 when they were broken off.
Section 17(2) of the Trade Marks Act provides that when application for expungement of a trade mark is made more than five years after its registration on the ground of prior use, the applicant must establish that the person who adopt ed the mark did so with knowledge of such prior use.
Held, the circumstances warranted an enlargement of time for filing affidavits, but in view of the provisions of section 17(2), the affidavits must be confined to evidence in applicants' possession prior to expiry of five years from registration of the mark.
APPLICATION.
J. C. Singlehurst and W. R. Meredith for applicants.
R. G. McClenahan for respondent.
HEALD J.—This is an application by notice of motion for an order, pursuant to Rules 3(1)(c) and 704(3), enlarging the time for the applicants herein to file and serve, pursuant to Rule 704(3), the affidavits which the applicants pro pose to put before the Court at the trial of these proceedings.
These proceedings were commenced under the provisions of what are now sections 57 and 58 of the Trade Marks Act R.S.C. 1970, c. T-10, by an originating notice of motion dated and filed in the Court on June 17, 1969. The statement of facts accompanying said originat ing notice of motion sets out that the respond ent is registered owner of the trade mark "Dorce" under Canadian Trade Mark registra tion number 138,403 dated December 11, 1964, in respect of "sweaters, suits, slacks, shirts, sport shirts, raincoats, rain hats, jackets, blouses, pants, coats, knitted T-shirts, knitted two piece suits, shorts." Said registration states that the trade mark "Dorce" was used in Canada by the respondent since January 2, 1964. Applicants allege that prior to that date, they had used the trade mark "Dorce" in Canada in association with like or similar wares, specifically at least as early as April 17, 1962. Applicants also allege that the use and adoption of said trade mark by respondent was with full knowledge of the prior trade mark rights of applicants in said trade mark.
Applicants then ask for expungement of respondent's registration on the basis of said prior use in Canada by the applicants, presum ably under the provisions of sections 16 and 18 of the Trade Marks Act.
Rule 704(3) provides as follows:
Rule 704. (3) Within 15 days after an originating notice or notice of appeal is filed, the affidavits which the appli cant or appellant proposes to put before the Court for the hearing and determination of the proceedings shall be filed, and copies thereof shall be served within 15 days after the originating notice or notice of appeal is served.
The corresponding Exchequer Court Rule covering the situation in 1969 was Rule 36(3) which stated as follows:
Rule 36(3) Within fourteen days after an originating notice or notice of appeal is filed, or within such further time as the Court may allow (which further time may be sought inter alia upon the ground that an application is to be made for a direction that the proceedings may be heard and determined otherwise than summarily on evidence adduced by affidavit), the affidavits which the applicant or appellant
proposes to put before the Court for the hearing and deter mination of the proceedings shall be filed, and copies there of shall be served within fourteen days after the originating notice or notice of appeal is served or within such further time as the Court may allow.
The applicants did not comply with the requirements of Exchequer Court Rule 36(3) by filing the affidavits sought to be put before the Court within fourteen days of the filing of the originating notice of motion in the Court. As a matter of fact, no such affidavits have ever been filed in the Court, nor were they submitted to me on the argument of the motion.
The applicants make this motion for exten sion of time for filing such affidavits under the provisions of Federal Court Rule 3(c) which provides:
Rule 3. (1) .. .
(c) the Court may enlarge or abridge the time appointed by these Rules, or fixed by any order, for doing any act or taking any proceeding upon such terms, if any, as seem just, and any such enlargement may be ordered, although the application for the same is not made until after the expiration of the time appointed or fixed, ...
I agree with counsel for the applicants that the Court has power to enlarge the time within which they may file their supporting affidavits provided the circumstances established warrant such an enlargement. It thus becomes necessary to look at these facts and circumstances.
The history of this matter begins on January 2, 1968, when counsel for the applicants wrote to the respondent alleging that respondent's registration of the trade mark "Dorce" in Canada was invalid because of prior use in Canada by the applicants. The letter then made some suggestions as to how the conflict between the parties could be resolved, that is, by assignment of respondent's registration to the applicants, thereafter the applicants to license the respondent. Respondent's solicitor replied to this letter under date of January 23, 1968 and in effect denied applicant's conten tions, re-asserted respondent's entitlement to its Canadian registration and concluded by sug gesting that perhaps an arrangement could be
worked out whereby respondent might license the applicants under respondent's registration. These letters were the first of some forty-two letters between counsel for the parties between January of 1968 and December of 1971.
Counsel for both parties referred extensively to this correspondence in support of their posi tion. Counsel for the applicants argued forceful ly that this correspondence indicated clearly that throughout this entire period, negotiations were being pursued with a view to settlement; that at many times during the negotiations it appeared that settlement would be reached and therefore counsel did not concern himself with breach of the rule concerning filing of the affidavits, and that it was only after negotia tions were broken off late in 1971, that he found it necessary to proceed with this motion for extension of time.
Counsel for the respondent argued just as forcefully that the correspondence from his firm, and earlier from the firm first representing the respondent, should have made it clear to the applicants and their counsel that respondent was not retreating in any way from its registra tion and its right to registration and that neither of respondent's counsel made any representa tions or acted in such a way as to lead appli cants' counsel to believe that he did not need to comply with the Rules of Court, and that appli cants' counsel's present difficulty is of his own making.
I have read the correspondence carefully and there is some measure of support in it for the contentions of both counsel. However, consid ering the evidence in total, I am satisfied that during the period in question, there was negotia tion between the parties, and if not true negotia tion, there was most certainly communication in large measure. Counsel for the applicants may have been unrealistically optimistic in expecting that the conflict would be settled without the necessity of continuing with his expungement action. However, I am satisfied that he acted in good faith throughout.
I agree with the statement of President Jack- ett (as he then was) in the case of Smith, Kline
& French Inter-American Corp. v. Micro Chemicals Ltd., 62 C.P.R. 245 when he said at
page 256:
... I think the day is almost past when the Courts are quite so callous as to say that one litigant is "entitled" to take advantage of the mistakes of another.
In my view, this is also a case like the Smith, Kline and French case (supra) to the extent that here also, the parties had never dropped their cudgels. Here, as there, it seems that one of the parties (here the applicants) chose a particular line of battle strategy that now, in retrospect, seems to have been unwise.
On page 259 of said judgment, President Jackett said:
... There was a time when Courts would have taken a hard line and would not have permitted litigants to go back on such decisions. It is, however, in my view, more acceptable today to allow such mistakes to be corrected if they can be corrected without injustice to other parties and without transgressing the rule of public policy that demands that there be some finality to litigation.
I agree with that general view of the way in which such a situation should be considered and I would be inclined to grant applicants' motion in the terms asked for if I could satisfy myself that such a result would not inflict prejudice and injustice on the respondent. However, respondent's counsel submits prejudice on the following basis: Respondent's trade mark regis tration is dated December 11, 1964. By virtue of subsection (2) of section 17 of the Trade Marks Act' a difference is made between the standard of proof required in expungement actions according to whether said action is com menced before or after the expiry of five years from the date of trade mark registration.
In actions commenced more than five years after registration, in addition to all other items of proof required of the applicant under the Act, the applicant must prove additionally that the holder of a trade mark registration, in this case, the respondent, adopted the registered trade mark in Canada with knowledge of such previous use by the applicants.
Put another way, in actions commenced longer than five years after registration, the applicant has "a higher hill to climb" than in actions commenced before the five year period has expired to the extent of the additional item of proof above cited.
In this case, the five year period expired on December 11, 1969. The originating summons and statement of facts were filed on June 17, 1969, but the supporting affidavits were not filed and have not been filed to this day. Coun sel for the respondent says that the applicants in effect are seeking the best of two worlds. On the one hand, they want their action, which was commenced prior to the five year deadline to be continued so they can retain the benefit of the lesser burden of proof, while on the other hand, they want the added advantage of an additional two and one-half year period within which to discover and file possible new evidence in sup port of their action to expunge.
I find considerable substance in the argument of respondent's counsel. Proceedings of this kind are intended to be of a summary nature and are to be heard on affidavit evidence except in special cases where it may be desirable to determine certain specific issues on oral evi dence. Respondent was entitled to know the case it had to meet and this could only be accomplished after the applicants had filed and served their supporting affidavits.
As I said earlier, none of the supporting affidavits which the applicants seek to file were before the Court on the hearing of the motion before me. However, the material before me established that there are apparently three affidavits of Joyce Wendy Yung, one dated May 8, 1969, one dated October 1, 1969 and one dated March 13, 1971. Copies of these three affidavits were not sent to respondent's counsel until April 23, 1971. The applicants ask for leave to file these three affidavits and poss ibly another completely new affidavit, not yet in existence, which applicants' counsel says will be necessary to establish the new allegations contained in applicants' amended statement of claim (amended without leave on January 20,
1972 pursuant to Rule 421(1) because respond ent has not yet pleaded to the original statement of claim.)
It is my opinion .that if the applicants wish to have the benefit of the lesser burden of proof under section 17(2), they have to be expected to go to trial on the basis of the evidence in their possession prior to the expiry of the five year period, that is to say, prior to December 11, 1969. This would mean that they would be entitled to file the affidavits of Joyce Wendy Yung dated May 8, 1969 and October 1, 1969 only.
President Jackett of the Exchequer Court (as he then was) took what I consider to be the proper view of Rule 36 which was the predeces sor to the present Rule 704 in the case of Home Juice Co. v. Orange Maison Ltée, 52 C.P.R. 175. At page 178, the learned President said:
What Rule 36 contemplates is the filing in advance of the hearing of the affidavits that the respective parties "pro- pose" to "put before the Court" for the hearing. In my view, in the ordinary course of events each of the respec tive parties, having complied with this condition precedent to using such affidavits as evidence, should tender at the hearing such of the affidavits that he has previously filed as he then decides to make part of his case at the hearing. At that time, the opposing party can make all proper objections to their being admitted and the Court can, after hearing anything that the parties may have to say, admit each affidavit, in whole or in part, or reject it.
In the case at bar, for the reasons above stated, I believe that applicants should only have leave to file the affidavits of Joyce Wendy Yung dated May 8, 1969 and October 1, 1969. Because I have not seen these affidavits, I can form no conclusions as to their relevance or their admissibility. Respondent will accordingly have full opportunity to make all proper objec tions as he may be advised in the event appli cants desire to put them before the Court at the trial and the trial Judge will be able to rule on their admissibility.
In making this disposition of the matter, I have endeavoured to adhere to the principle enunciated in the Smith case (supra) while at the same time ensuring that the respondent is
not prejudiced - by applicants' failure to comply with the rules over a protracted period of time.
The applicants will have to decide whether to proceed to trial on the basis of the evidence contained in the two earlier Yung affidavits or whether to commence a new action and thus embrace the higher burden imposed by virtue of section 17(2) of the Trade Marks Act.
There will be an order enlarging the time until February 15, 1972 for the applicants herein to file the affidavit of Joyce Wendy Yung dated May 8, 1969 and the further affidavit of Joyce Wendy Yung dated October 1, 1969. It is fur ther ordered that copies of said affidavits shall be served on the respondent on or before March 1, 1972. There will be a further order allowing the filing of replies under subsection (2) of section 58 of the Trade Marks Act until March 15, 1972 and a further order allowing the respondent until April 1, 1972 to file any affida vits which it proposes to put before the Court for the hearing and determination of these pro ceedings. There will be a further order in favour of the respondent for the costs of this motion in any event of the cause. I fix those costs at one hundred dollars.
17. (2) In proceedings commenced after the expiry of five years from the date of registration of a trade mark or from the 1st day of July 1954, whichever is the later, no registration shall be expunged or amended or held invalid on the ground of the previous use or making known referred to in subsection (1), unless it is established that the person who adopted the registered trade mark in Canada did so with knowledge of such previous use or making known.
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