`PRECEDENT OF THE TTAB
`
`
`
`Mailed:
`December 19, 2008
`
`
`UNITED STATES PATENT AND TRADEMARK OFFICE
`_____
`
`Trademark Trial and Appeal Board
`______
`
`Legal Eagle, Inc.
`v.
`Mark Allen Davis
`_____
`
`
`
`Opposition No. 91171681
`to application Serial No. 78684218
`filed on August 2, 2005
`_____
`
`Natalma M. McKnew of Smith Moore Leatherwood, LLP for Legal
`Eagle, Inc.
`
`Mark A. Davis of The Davis Law Office, LLC for Mark Allen
`Davis.
`
`______
`
`Before Bucher, Bergsman and Wellington, Administrative
`Trademark Judges.
`
`Opinion by Bergsman, Administrative Trademark Judge:
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`Mark Allen Davis (“applicant”) filed a use-based
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`
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`application for the mark “When you need a legal eagle, call
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`a bald eagle.”, in standard character form, for “legal
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`services,” in Class 42.
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`
`
`Legal Eagle, Inc. (“opposer”) filed a notice of
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`opposition against the registration of applicant’s mark on
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`the ground of priority of use and likelihood of confusion
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`pursuant to Section 2(d) of the Trademark Act of 1946, 15
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`
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`Opposition Nos. 91171681
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`U.S.C. §1052(d). Specifically, opposer alleged that it is
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`the owner of seven federally-registered “Legal Eagle” marks
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`including LEGAL EAGLE, in typed drawing form, for, inter
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`alia, paralegal services1 and legal support services, namely
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`photocopying and clerical services,2 and that applicant’s
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`mark is likely to cause confusion with opposer’s marks.
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`
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`Applicant denied the salient allegations in the notice
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`of opposition, and filed a counterclaim to cancel opposer’s
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`pleaded registration for the mark LEGAL EAGLE for paralegal
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`services. As ground for cancellation, applicant claimed
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`that the term LEGAL EAGLE is generic for paralegal services.
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`Opposer denied the essential allegations in applicant’s
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`counterclaim to cancel opposer’s registration.
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`The Record
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`By rule, the record includes applicant’s application
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`file, the file for the registration sought to be canceled,
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`and the pleadings. Trademark Rule 2.122(b), 37 CFR
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`§2.122(b). In addition, opposer introduced the following
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`testimony and evidence:
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`1.
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`The testimony deposition of Richard C. Carnahan,
`
`Jr., the controlling shareholder of opposer, with attached
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`exhibits; and,
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`
`1 Registration No. 2,366,023, issued July 11, 2000; affidavits
`under Sections 8 and 15 accepted and acknowledged.
`
` 2
`
` Registration No. 1978249, issued June 4, 1996; affidavits under
`Sections 8 and 15 accepted and acknowledged; renewed.
`
`2
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`
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`Opposition Nos. 91171681
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`2.
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`A notice of reliance on applicant’s responses to
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`opposer’s interrogatory Nos. 1-17 and applicant’s
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`supplemental responses to opposer’s interrogatory Nos. 11
`
`and 17.
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`Opposer also filed a notice of reliance on copies of
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`its pleaded registrations “together with status information
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`through March 12, 2008.” However, no documents were
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`attached. Nevertheless, opposer’s pleaded registrations
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`have been made of record to the extent that they have been
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`properly identified and introduced during Mr. Carnahan’s
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`testimony. See the discussion on standing below.
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`
`
`Applicant did not introduce any testimony or evidence
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`during his testimony period. However, applicant attached
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`three (3) exhibits to his brief. The exhibits were not
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`timely filed, nor were they filed pursuant to a notice of
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`reliance. Therefore, they were not filed in compliance with
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`the Trademark Rules of Practice, and, with the exception of
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`the dictionary definition of the term “legal eagle,”3 they
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`have not been given any consideration. Trademark Rule
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`2.123(l), 37 CFR §2.123(l) (“Evidence not obtained and filed
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`in compliance with these sections will not be considered”).
`
`See also TBMP §704.05(b) (2nd ed. rev. 2004) (“Exhibits and
`
`
`3 We may take judicial notice of dictionary definitions. See
`Hard Rock Café Licensing Corp. v. Elsea, 48 USPQ2d 1400, 1405
`(TTAB 1998) (dictionary definitions attached to applicant’s brief
`were the proper subject of judicial notice).
`
`3
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`Opposition Nos. 91171681
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`other evidentiary materials attached to a party’s brief on
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`the case can be given no consideration unless they were
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`properly made of record during the time for taking
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`testimony”).
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`A. Standing.
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`Counterclaim
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`
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`Applicant’s position as the defendant in the opposition
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`gives it a personal stake in the outcome of the proceeding,
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`and therefore it has standing to file a counterclaim seeking
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`to cancel opposer’s pleaded registration. Space Base Inc.
`
`v. Stadis Corp., 17 USPQ2d 1216, 1220 (TTAB 1990); Alberto-
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`Culver Co., v F.D.C. Wholesale Corp., 16 USPQ2d 1597, 1603
`
`(TTAB 1990); General Mills, Inc. v. Nature’s Way Products,
`
`Inc., 202 USPQ 840, 841 (TTAB 1979).
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`B. Whether LEGAL EAGLE is generic for paralegal services?
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`The registration of opposer’s mark on the Principal
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`Register is prima facie evidence of the validity of that
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`registration and that the mark identified in the
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`registration is not generic. Accordingly, applicant has the
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`burden of proving that opposer’s registration is invalid
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`because its mark is generic. Stocker v. General Conference
`
`Corp., 39 USPQ2d 1385, 1392 (TTAB 1996) (“the burden of
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`proof rests squarely on petitioners who are asserting
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`invalidity”).
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`4
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`Opposition Nos. 91171681
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`There is a two-part test used to determine whether a
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`designation is generic: (1) What is the class of goods or
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`services at issue? and (2) Does the relevant public
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`understand the designation primarily to refer to that class
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`of goods or services? H. Marvin Ginn Corp. v. International
`
`Association of Fire Chiefs, Inc., 782 F.2d 987, 990, 228
`
`USPQ 528, 530 (Fed. Cir. 1986). The test turns upon the
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`primary significance that the term has with the relevant
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`public. Evidence of the relevant public’s understanding of
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`a term may be obtained from any competent source, including
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`direct testimony of consumers, consumer surveys, newspapers,
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`magazines, dictionaries, catalogs and other publications.
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`Stocker v. General Conference Corp., 39 USPQ2d at 1392.
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`Our primary reviewing court has stated that a party
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`asserting genericness must prove its claim by a
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`preponderance of the evidence. Therefore, applicant has the
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`dual burden of overcoming the registration’s validity and he
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`must also prove by a preponderance of the evidence that the
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`term LEGAL EAGLE is used or understood by the relevant class
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`of consumers primarily to refer to the class of services
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`with which the term is registered (i.e., paralegal
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`services). Stocker v. General Conference Corp., 39 USPQ2d
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`at 1392.
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`The only admissible evidence applicant introduced into
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`the record was a dictionary definition for the term “legal
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`5
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`Opposition Nos. 91171681
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`eagle.” It is defined as a disparaging term to identify a
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`lawyer.4 Accordingly, applicant argues that “[a]s a matter
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`of law, the term ‘legal eagle’ refers to an attorney just as
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`the words ‘lawyer’ and ‘barrister’ refer to an attorney.
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`Even our learned judges have used the term ‘legal eagle’ to
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`refer to a lawyer.”5 Applicant specifically asserts that
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`the term “‘legal eagle’ is a generic term for an attorney.”6
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`However, opposer’s registration for LEGAL EAGLE is not for
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`attorney or legal services; it is registered for paralegal
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`services. Indeed, Mr. Carnahan testified that opposer is
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`not rendering legal services; rather it is rendering
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`paralegal services and other legal support services.7
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`Opposer’s one dictionary definition is clearly insufficient
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`to establish the genus or class of opposer’s services or
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`that the public understands the mark LEGAL EAGLE to refer to
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`paralegal services. Accordingly, opposer has not met its
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`burden of proving that LEGAL EAGLE is generic for opposer’s
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`paralegal services.
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`In view of the foregoing, the counterclaim to cancel
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`opposer’s pleaded registration is dismissed.
`
`
`4 Dictionary.com Unabridged (v 1.01) derived from the Random
`House Unabridged Dictionary (2006).
`5 Applicant’s Brief, p. 3.
`6 Applicant’s Brief, p. 4.
`7 Carnahan Dep., pp. 6-7.
`
`6
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`Opposition Nos. 91171681
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`Likelihood of Confusion
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`A. Opposer’s Standing and Priority
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`Mr. Carnahan testified that since December 1994,
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`opposer has been using the mark LEGAL EAGLE to identify
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`paralegal services and technical support services for
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`attorneys such as duplication services, imaging and indexing
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`services, and document numbering.8 This testimony is
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`sufficient to establish opposer’s personal interest in the
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`outcome of the proceeding and opposer’s priority of use.
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`See National Bank Book Co. v. Leather Crafted Products,
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`Inc., 218 USPQ 826, 828 (TTAB 1993) (oral testimony may be
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`sufficient to prove the first use of a party’s mark when it
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`is based on personal knowledge, it is clear and convincing,
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`and it has not be contradicted); Liqwacon Corp. v. Browning-
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`Ferris Industries, Inc., 203 USPQ 305, 316 (TTAB 1979) (oral
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`testimony may be sufficient to establish both prior use and
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`continuous use when the testimony is proffered by a witness
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`with knowledge of the facts and the testimony is clear,
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`convincing, consistent, and sufficiently circumstantial to
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`convince the Board of its probative value); GAF Corp. v.
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`Anatox Analytical Services, Inc., 192 USPQ 576, 577 (TTAB
`
`1976) (oral testimony may establish prior use when the
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`testimony is clear, consistent, convincing, and
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`uncontradicted).
`
`
`8 Carnahan Dep., pp. 6-7.
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`7
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`Opposition Nos. 91171681
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`Moreover, Mr. Carnahan identified copies of opposer’s
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`pleaded registrations and testified that the registrations
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`were subsisting and owned by opposer.9 Because opposer
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`properly made its pleaded registrations of record, opposer
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`has established its standing. Cunningham v. Laser Golf
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`Corp., 222 F.3d 943, 55 USPQ2d 1842, 1844 (Fed. Cir. 2000);
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`Lipton Industries, Inc. v. Ralston Purina Co., 670 F.2d
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`1024, 213 USPQ 185, 189 (CCPA 1982). In addition, because
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`opposer’s pleaded registration are of record, Section 2(d)
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`priority is not an issue in this case as to the marks and
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`the services covered by the registrations. King Candy Co.
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`v. Eunice King’s Kitchen, Inc., 496 F.2d 1400, 182 USPQ 108
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`(CCPA 1974).
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`B. Likelihood of confusion analysis.
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`Our determination under Section 2(d) is based on an
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`analysis of all of the probative facts in evidence that are
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`relevant to the factors bearing on the issue of likelihood
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`of confusion. In re E. I. du Pont de Nemours & Co., 476
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`F.2d 1357, 177 USPQ 563, 567 (CCPA 1973). See also, In re
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`Majestic Distilling Company, Inc., 315 F.3d 1311, 65 USPQ2d
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`1201, 1203 (Fed. Cir. 2003). In any likelihood of confusion
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`analysis, two key considerations are the similarities
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`between the marks and the similarities between the services.
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`See Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d
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`
`9 Carnahan Dep., pp. 13-18 and Exhibits 4-10.
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`8
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`Opposition Nos. 91171681
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`1098, 192 USPQ 24, 29 (CCPA 1976) (“The fundamental inquiry
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`mandated by §2(d) goes to the cumulative effect of
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`differences in the essential characteristics of the goods
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`and differences in the marks”).
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`1.
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`The similarity or dissimilarity and nature of the
`services at issue.
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`Opposer has registered LEGAL EAGLE, in typed drawing
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`
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`form, for paralegal services and for legal support services,
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`namely photocopying and clerical services. Applicant is
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`seeking to register his mark for legal services. Opposer
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`argues that applicant’s legal services encompass opposer’s
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`paralegal and legal support services.10 On the other hand,
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`applicant argues that opposer does not provide legal
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`services to the public; rather it markets its legal support
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`services to attorneys.11
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`There is no evidence in this record regarding the
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`relationship between legal services, on the one hand, and
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`paralegal services and legal support services, on the other.
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`However, it is well settled that applicant’s services and
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`registrant’s services do not have to be identical or
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`directly competitive to support a finding that there is a
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`likelihood of confusion. It is sufficient if the respective
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`services are related in some manner and/or that the
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`conditions surrounding their marketing are such that they
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`
`10 Opposer’s Brief, p. 8; Opposer’s Reply, p. 2.
`11 Applicant’s Brief, pp. 2 and 7.
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`9
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`Opposition Nos. 91171681
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`would be encountered by the same persons under circumstances
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`that could, because of the similarity of the marks used in
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`connection therewith, give rise to the mistaken belief that
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`they emanate from or are associated with a single source.
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`In re Albert Trostel & Sons Co., 29 USPQ2d 1783, 1785 (TTAB
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`1993); In re International Telephone & Telegraph Corp., 197
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`USPQ 910, 911 (TTAB 1978).
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`“In determining whether products are identical or
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`similar, the inquiry should be whether they appeal to the
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`same market, not whether they resemble each other physically
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`or whether a word can be found to describe the goods of the
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`parties.” Harvey Hubbell Inc. v. Tokyo Seimitsu Co., Ltd.,
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`188 USPQ 517, 520 (TTAB 1975). Mr. Carnahan testified that
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`opposer renders its paralegal and legal support services to
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`attorneys and corporate legal departments.12 Moreover, it
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`is common knowledge that attorneys and paralegals work
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`together in rendering legal services, and that they also
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`render their services to other attorneys and corporate legal
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`departments. Accordingly, the services of the parties
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`appeal to the same market. In view of the foregoing, we
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`find that the services of the parties are related.
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`
`12 Carnahan Dep., pp. 10, 36-37, 57, 63 and Exhibit 18.
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`10
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`Opposition Nos. 91171681
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`The similarity or dissimilarity of likely-to-
`continue trade channels and classes of consumers.
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`2.
`
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`As indicated above, opposer renders its paralegal and
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`legal support services to attorneys and corporate legal
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`departments.13 Applicant argues that “[l]egal services
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`include personal injury, criminal defense, and business
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`incorporation, among others.”14 As indicated above, both
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`parties could render their services to attorneys and
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`corporate legal departments. Moreover, because the
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`description of services in neither opposer’s registrations,
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`nor applicant’s application, contain any restrictions or
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`limitations as to channels of trade or classes of consumers,
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`we must presume that the services move in all channels of
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`trade normal for those services, and that the services are
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`available to all classes of purchasers for the listed
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`services. See In re Linkvest S.A., 24 USPQ2d 1716, 1716
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`(TTAB 1992). See also Hewlett-Packard Co. v. Packard Press
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`Inc., 281 F.3d 1261, 62 USPQ2d 1001, 1004 (Fed. Cir. 2002);
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`Octocom Systems, Inc. v. Houston Computers Services Inc.,
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`918 F.2d 937, 16 USPQ2d 1783, 1787 (Fed. Cir. 1990).
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`In view of the foregoing, we find that the parties
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`render their services in the same channels of trade and to
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`the same classes of consumers.
`
`
`13 Carnahan Dep., pp. 10, 36-37, 57, 63 and Exhibit 18.
`14 Opposer’s Brief, p. 7.
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`11
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`Opposition Nos. 91171681
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`3.
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`The similarity of the marks in their entireties in
`terms of appearance, sound, meaning, and
`connotation.
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`
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`We now turn to the du Pont likelihood of confusion
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`factor focusing on the similarity or dissimilarity of the
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`marks in their entireties as to appearance, sound,
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`connotation and commercial impression. In re E. I. du Pont
`
`de Nemours & Co., 177 USPQ at 567. In a particular case,
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`any one of these means of comparison may be critical in
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`finding the marks to be similar. In re White Swan Ltd., 9
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`USPQ2d 1534, 1535 (TTAB 1988); In re Lamson Oil Co., 6
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`USPQ2d 1041, 1042 (TTAB 1988). In addition, in comparing
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`the marks, we are mindful that the test is not whether the
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`marks can be distinguished when subjected to a side-by-side
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`comparison, but rather whether the marks are sufficiently
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`similar in terms of their overall commercial impression so
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`that confusion as to the source of the goods offered under
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`the respective marks is likely to result. San Fernando
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`Electric Mfg. Co. v. JFD Electronics Components Corp., 565
`
`F.2d 683, 196 USPQ 1, 3 (CCPA 1977); Spoons Restaurants Inc.
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`v. Morrison Inc., 23 USPQ 1735, 1741 (TTAB 1991), aff’d
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`unpublished, No. 92-1086 (Fed. Cir. June 5, 1992). The
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`proper focus is on the recollection of the average customer,
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`who retains a general rather than specific impression of the
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`marks. Winnebago Industries, Inc. v. Oliver & Winston,
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`12
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`Opposition Nos. 91171681
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`Inc., 207 USPQ 335, 344 (TTAB 1980); Sealed Air Corp. v.
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`Scott Paper Co., 190 USPQ 106, 108 (TTAB 1975).
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`The marks of the parties are similar to the extent that
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`applicant’s mark incorporates the entirety of opposer’s
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`LEGAL EAGLE mark. On the other hand, they are different
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`because applicant’s mark is a slogan incorporating opposer’s
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`mark. The term “Legal Eagle” as used by both parties means
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`substantially the same thing and engenders a similar
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`commercial impression. In applicant’s case, it connotes a
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`legal mind with an attention to details, and in opposer’s
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`case it connotes a good attorney or legal mind.15 As such
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`the term “Legal Eagle” is suggestive when used in connection
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`with legal services, paralegal services or legal support
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`services. In reaching this conclusion, we note that with
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`the exception of the one dictionary definition, applicant
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`failed to introduce any testimony or evidence regarding the
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`meaning or use of the term “Legal Eagle” as a recognized
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`term or colloquialism for legal services. We have very
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`little basis on this record to find that applicant’s use of
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`the term “Legal Eagle” as part of its slogan “When you need
`
`a legal eagle, call a bald eagle.” creates a readily
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`distinguishable connotation or commercial impression. Thus,
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`
`15 We readily admit that we do not understand why applicant’s
`dictionary definition indicates that the term “legal eagle” is
`often used as a disparaging term for attorneys. Moreover, if it
`is, in fact, a disparaging term, why are opposer and applicant
`being fighting over it?
`
`13
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`Opposition Nos. 91171681
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`in comparing the marks, the term “Legal Eagle” is
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`sufficiently distinctive to create a memorable commercial
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`impression which is likely to create an associative reaction
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`in the minds of consumers familiar with opposer’s mark upon
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`encountering applicant’s slogan incorporating opposer’s
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`mark. Accordingly, we find that the similarity of the marks
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`outweigh their differences, and that the marks are similar
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`in terms of their appearance, sound, meaning and commercial
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`impression.
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`F. Balancing the factors.
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`
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`Because of the similarity of the marks, the similarity
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`of the services, and the presumption that the services move
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`in the same channels of trade and are sold to the same
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`classes of consumers, we find that applicant’s mark “When
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`you need a legal eagle, call a bald eagle.” for legal
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`services is likely to cause confusion with opposer’s LEGAL
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`EAGLE mark for paralegal service and legal support services.
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`To the extent that we have any doubts regarding the
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`likelihood of confusion, we resolve them, as we must, in
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`opposer's favor. Giant Food, Inc. v. Nation’s Foodservice,
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`Inc., 710 F.2d 1565, 218 USPQ 390, 395 (Fed. Cir. 1983);
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`Carlisle Chemical Works v. Hardman & Holden Ltd., 434 F.2d
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`1403, 168 USPQ 111, 112 (CCPA 1970).
`
`14
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`Opposition Nos. 91171681
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`
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`Decision: The counterclaim to cancel opposer’s
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`pleaded registration is dismissed.
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`The opposition is sustained and registration to
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`applicant is refused.
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`15