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Canadian Council of Blue Cross Plans, Ontario Hospital Association, Associated Hospitals of Alberta, Quebec Hospital Service Association and Maritime Hospital Service Association (Plaintiffs)
v.
Blue Cross Beauty Products Inc. and Regent Industries Limited (Defendants)
Trial Division, Collier J.—Ottawa, November 1 and 25, 1971.
Trade marks—Infringement—Blue Cross registered trade mark for medical care—Use by defendants for cosmetics— Whether infringement, passing -off, or improper business usage—Trade Marks Act, R.S.C. 1970 c. T-10, secs. 7(b) and (e), 19, 20, 22(1).
Plaintiffs were the registered owners and users since 1954 and 1956 under the Trade Marks Act of the words "Blue Cross" and a blue-coloured cross in respect to hospi talization and prepaid medical care including prescription drugs. Defendants sold cosmetics since 1952 using labels containing the words "Blue Cross" and a blue-coloured cross. Defendants sold their cosmetic primarily to discount department stores, some of which had prescription drug counters, which honoured plaintiffs' plans in respect of prescription drugs.
Held, dismissing plaintiffs' action,
1. Defendants did not violate section 7(b) or section 20 of the Trade Marks Act. Their use of the trade marks would not be likely to cause the average person to infer that plaintiffs were in the business of selling cosmetics as well as providing hospitalization and medical care.
2. Defendants did not violate section 7(e) of the Act. There was no evidence of any business or commercial usage which had been contravened. Eldon Industries Inc. v. Relia ble Toy Co. (1966) 54 D.L.R. (2d) 97; Clairol International Corp. v. Thomas Supply & Equipment Co. [1968] 2 Ex.C.R. 552, applied.
3. Defendants did not violate section 19 of the Act. Plaintiffs had no exclusive right to the trade marks in respect to cosmetics.
4. Defendants did not violate section 22(1) of the Act. Their use of the blue cross would not likely depreciate the value of goodwill attached to that trade mark. Clairol Inter national Corp. v. Thomas Supply & Equipment Co., supra, applied.
ACTION.
M. Fleming, Q.C. for plaintiffs.
S. Godinsky, Q.C. and R. Uditsky for defendants.
COLLIER J.—In this action, the plaintiffs claim relief against the defendants in respect to the alleged infringement of certain trade marks.
In the pleadings and in argument, the plain tiffs relied on a number of sections of the Trade Marks Act, S.C. 1952-53, c. 49, (now R.S.C. 1970, c. T-10), particularly sections 6, 7, 19, 20 and 22. In addition, the plaintiffs contend the defendants to be liable at common law and under the Act for passing off certain wares.
The plaintiff, Ontario Hospital Association (hereafter "Ontario") was incorporated in 1941. It is a non-profit organization and its members comprise all public hospitals, a large number of mental hospitals, private hospitals and nursing associations. It has a Division, known as the Blue Cross Division. This Division has since 1941 operated plans, available to the public, for prepaid hospital care and other allied services. Since the entry of governments into the field of schemes to cover hospital and other medical fees incurred by the public, the Blue Cross Division now provides coverage to their sub scribers (in return for a premium) in respect to semi-private wards in a hospital, extended health care, prescription drugs, dental care, and certain other matters referred to in the evi dence. The Blue Cross Division is non-profit making as is the Association itself.
The plaintiff Associated Hospitals of Alberta (hereafter "Alberta") is a similar organization to the plaintiff Ontario, and also has a Blue Cross Division, which now sells to subscribers cover- ages not provided by governments, similar to those which the Ontario Blue Cross Division provides.
The plaintiffs Quebec Hospital Service Asso ciation (hereafter "Quebec") and Maritime Hos pital Service Association (hereafter "Mari- time") have been in operation since 1943 and 1944 respectively. Quebec and Maritime do not have the same connections with hospitals as do Ontario and Alberta, but operate primarily as Blue Cross organizations, selling to their sub scribers various coverages (with some excep tions) as previously outlined.
The evidence is uncontradicted that these four plaintiffs have a great number of subscrib ers, have a large volume of business in terms of dollars, and spend considerable amounts of money in advertising their services.
The plaintiff Canadian Council of Blue Cross Plans (hereafter "the Canadian Council") was incorporated in 1951 primarily to coordinate the Blue Cross schemes. Its members are the other four plaintiffs.
I might add here that Saskatchewan never had a Blue Cross plan. In Manitoba, there were at one time Blue Cross Services available and the Manitoba organization was at one time a member of the Canadian Council. In British Columbia, Blue Cross services were available until the introduction of hospital insurance but the British Columbia Blue Cross organization was never a member of the Canadian Council.
Prior to 1954, the plaintiffs used the name Blue Cross and a symbol (a blue cross) in respect to the services they provided. Neither the name, nor the symbol had been registered under the Unfair Competition Act, S.C. 1932, c. 38, because that Act did not provide for registration of trade marks in respect to services.
Following the passage of the present statute which provides for registration of trade marks in respect to services, the Canadian Council, on November 5, 1954, obtained registration as owner of the trade mark "Blue Cross" (the words) and a symbol (a cross coloured blue). The registration numbers are 100,000 and 100,- 001 and in each case the marks are registered in
respect to services described as (1) hospitaliza tion, (2) contracts for prepaid hospital care.
The plaintiffs Ontario, Alberta, Quebec and Maritime were in 1956 registered as registered users of these two trade marks. Since then, all the plaintiffs have continued using the words "Blue Cross" and the symbol or representation of a blue cross, usually the words and symbol appearing together in some combination, but not always. (In Exhibit 5, the annual report for the plaintiff Quebec, the words "Blue Cross" do not anywhere appear; a blue cross symbol only is shown on several of the pages).
The defendant Blue Cross Beauty Products, Inc. (hereafter "Beauty") is a California corpo ration engaged in the manufacture and sale of certain wares: "low end" cosmetic products exclusively for use in respect to fingernails. These products retail for under one dollar each.
The words "Blue Cross" were registered in the United States Patent Office in 1949 in respect to liquid cuticle remover and Beauty at some later stage became the registered owner of that trade mark. Beauty sold its products across the United States, and in 1952 started selling to an outlet (Pratt's Beauty Supplies) in Vancou- ver, B.C. Pratt's sold across western Canada, but the volume of business was low. In 1966 the defendant Regent Industries Limited, a Quebec company (hereafter "Regent"), became Beauty's Canadian distributor, although some sales were made to the Vancouver outlet up to 1969, when the proprietor there retired.
The total sales to the Vancouver outlet were approximately $11,000, made up of just under 100,000 individual items. In fact only two cos metic products were sold in that area and the actual products were entered as exhibits:
(1) Cuticle Remover. The label on the small bottle has printed at the top in blue the words "Blue Cross" (in a kind of script) with a small blue-coloured cross between the two words. The cross is fairly similar in appearance to the blue coloured cross which appears on much of the literature published by the plaintiffs. Near the bottom of the label are the words "Blue Cross Beauty Products". On the face of the display card to which the bottle is fastened are the words "Blue Cross" in white, with a small blue cross between the two words. On the back of the card there is the same combination of words and symbol as appears on the label on the bottle, except the words and symbol are larger. Further down on the back of the card is the name of the defendant Beauty.
(2) Nailife. This is a bottle containing nail conditioner. The label on the bottle has essen tially the same words and the same symbol as in the case of the Cuticle Remover. The card to which the bottle is attached is in its material parts the same as the card described above, except the words "Blue Cross" on the face are in blue.
The evidence is that these two products were, in all material respects, identical to those han dled by Regent when it commenced selling them in Ontario and Quebec in 1966. The chief dif ference was the addition of the defendant Regent's name on the back of the card.
Commencing in 1966 or 1967 one other prod uct complained of by the plaintiffs was dis tributed by Regent: a bottle called "Seal ± Cote". The so-called cross between the words "Blue Cross" on the label is similar to a plus mark used in adding, and is yellow in colour. At the bottom of the label are the words (again in yellow) "Blue ± Cross Beauty Products, Los Angeles, California. At the bottom of the face of the display card to . which the bottle is attached are the words in red "Another Blue ± Cross Nail Beauty Aid". The back of the dis play card is similar to that found on "Cuticle Remover" and "Nailife".
The plaintiffs' complaint is, according to their counsel, not directed at the use by the defend ants of the words "Blue Cross", but at the use
of the blue-coloured symbol, particularly where the appearance of the cross closely resembles that shown on the defendants' wares. I can understand this qualification because there is a considerable amount of evidence before me of the use by other persons and corporations for some time of the words "Blue Cross" in associ ation with other services and wares.
I conclude from a number of exhibits that the words "Blue Cross" have been used by others in association with animal hospitals or clinics in various cities in Canada (services), and in asso ciation with wares: shoes, salmon, furniture, household disinfectant spray, and industrial adhesive tapes. In the case of the wares referred to, registered trade marks "Blue Cross" have been obtained. In one case in respect to services, the words have been accompanied by a blue cross (exhibit 62).
In respect to the use of a blue cross symbol on wares, the defendants produced a number of exhibits indicating the use of such a symbol by persons or companies other than themselves or the plaintiffs:
Exhibits 52, 53: Blue Cross industrial adhe sive tapes, the labels also including a form of blue cross.
Exhibits 54, 55, 56: Blue Cross shoes, includ ing a cross very similar to that used by the plaintiffs.
Exhibits 51, 81, 82: First aid kits with large blue crosses very similar to those used by the plaintiffs with the word "Curity" printed inside one cross (exhibit 81) but not on the other (exhibit 82).
The sales by Beauty to Regent of the three products to the date of trial were approximately $17,500 comprising approximately 128,400 items.
I should say at this point the weight of the evidence indicates the wares sold by the defendants in Ontario were primarily to dis count stores including the "department store" type drug store, many of which did not have
prescription drug counters, although some did. The evidence also indicates the wares in ques tion were usually displayed in the area where other types of cosmetic products were displayed.
It appears to me the real attack by the plain tiffs is based on their entry into the field of providing plans for subscribers in respect to payment for prescription drugs. The plaintiffs say the defendants' wares are displayed and sold in business establishments which honour Blue Cross plans in respect to payment for prescription drugs and the general public or Blue Cross subscribers might draw the infer ence that the plaintiffs (non-profit organiza tions) were in the profit-making business of manufacturing or selling fingernail cosmetics.
According to the evidence the plaintiffs did not offer prescription drug plans until 1961 in the Province of Ontario, and at later dates in the Provinces of Alberta, Quebec, and the Mari- times. The defendant Beauty had, however, since 1952, sold "Cuticle Remover" and "Nai- life" in Western Canada, although the plaintiffs, according to Mr. Cannon, were unaware of this.
The plaintiffs, particularly in paragraph 18(b) of their statement of claim, rely on section 7(b) of the Trade Marks Act, R.S.C. 1970, c. T-10, which reads:
7. No person shall
(b) direct public attention to his wares, services or busi ness in such a way as to cause or be likely to cause confusion in Canada, at the time he commenced so to direct attention to them, between his wares, services or business and the wares, services or business of another;
Although the word "confusion" is not defined in the Act, section 6' of the Act may be proper ly used as some guide in determining its mean ing (See Canadian Converters' Co. v. Eastport Trading Co. Ltd. [1969] 1 Ex.C.R. 493 at 498; The Carling Breweries (B.C.) Ltd. v. Tartan Brewing Ltd. [1969] 1 Ex.C.R. 500 at 502, reversed on appeal without reference to this
point [1970] S.C.R. 323; Old Dutch Foods Ltd. v. W. H. Malkin Ltd. [1969] 2 Ex.C.R. 316 at 323-324), and the plaintiffs seem to have para phrased the wording of this section in their allegation in paragraph 18(a) of the statement of claim where they say the defendants have
18. (a) sold, distributed and advertised wares in associa tion with trade marks and a trade name, namely, "Blue Cross", "a blue-coloured cross symbol" and "Blue Cross Beauty Products Limited", respectively, in Canada, in a manner as would be likely to lead to the inference that such wares were manufactured or sold, by or on behalf of, the plaintiffs or one of them, or that the business carried on under such trade name was carried on by the plaintiffs or one of them.
In my view, on the evidence in this case, the defendants did not direct public attention to their wares in such a way as to cause or be likely to cause confusion in the sense that their use of the words "Blue Cross", and particularly the use of a blue coloured cross symbol (which on some portions of Exhibits 32, 26, and 35 "Cuticle Remover", "Nailife", and "Seal ± Cote" is quite similar to the symbol used by the plaintiffs) would be likely to lead to the infer ence that these wares were wares sold or manu factured by the plaintiffs, or associated in some way with the business of the plaintiff.
I have no doubt the plaintiffs' Blue Cross services are quite well known, but viewing the matter in a realistic and commercial way, I do not think the average person would be likely to infer that the organization which provides cov erage and service in respect to various types of medical expenses which one might incur, was in the business of selling cosmetic products as well. The plaintiffs provide services and the defendants sell wares, and while this does not mean there cannot be confusion within section 7(b), I think it is one of the surrounding circum stances to be considered. Here the parties are not even remotely in a similar field of activity.
The question of confusion is a question of fact, and, on the evidence before me, I conclude
the average person associates the plaintiffs' symbol with specialized services, and would not likely be confused on seeing and imperfectly remembering the exact details of the defend ants' wares.
The plaintiffs rely also on section 7(e) of the Act which reads:
7. No person shall
(e) do any other act or adopt any other business practice contrary to honest industrial or commercial usage in Canada.
This appears to me to be a somewhat broad section, but it has been held this section must be read in conjunction with the other para graphs in section 7. (Eldon Industries Inc. v. Reliable Toy Co. Ltd. (1966) 54 D.L.R. (2d) 97; Clairol International Corporation v. Thomas Supply & Equipment Co. [1968] 2 Ex.C.R. 552.)
In the Eldon case, Schroeder J.A. pointed out there must be proof of a business or commer cial usage, either by actual evidence or in some cases by judicial notice, which has been con travened. There is no such proof in this case.
In the Clairol case, Thurlow J. referred to the Eldon case and went on to say that the acts or business practices committed by a defendant must be dishonest or in some way deceptive or calculated to deceive. Again, there is no such evidence in this case, nor in my view, any evidence from which such an inference could be drawn.
In argument plaintiffs' counsel relied on sec tion 10 of the Act. The plaintiffs did not raise this section in their pleadings, but I do not think a plaintiff should or is required to plead a matter of law. All that is required under the Rules of this Court is a precise statement of the material facts on which a party relies (Rule 408(1)). In my opinion, the plaintiffs neither pleaded nor proved any material facts to bring themselves within section 10.
The plaintiffs also rely on sections 19, 20 and 22(1) of the Act.
19. Subject to sections 21, 31 and 67, the registration of a trade mark in respect of any wares or services, unless shown to be invalid, gives to the owner the exclusive right to the use throughout Canada of such trade mark in respect of such wares or services.
20. The right of the owner of a registered trade mark to its exclusive use shall be deemed to be infringed by a person not entitled to its use under this Act who sells, distributes or advertises wares or services in association with a confusing trade mark or trade name, but no registra tion of a trade mark prevents a person from making
(a) any bona fide use of his personal name as a trade name, or
(b) any bona fide use, other than as a trade mark,
(i) of the geographical name of his place of business, or
(ii) of any accurate description of the character or quality of his wares or services,
in such a manner as is not likely to have the effect of depreciating the value of the goodwill attaching to the trade mark.
22. (1) No person shall use a trade mark registered by another person in a manner likely to have the effect of depreciating the value of the goodwill attaching thereto.
Section 19 of the Act gives the plaintiffs the exclusive right to use throughout Canada their trade marks, but only in respect to the services of hospitalization and contracts for prepaid hos pital care. The plaintiffs do not have any exclu sive right in respect to cosmetic products. (See: Bonus Foods Ltd. v. Essex Packers Ltd. [1965] 1 Ex.C.R. 735 at page 743.)
The next question is whether on the facts here there has been a "deemed" infringement within section 20. This goes back to the prob lem whether the defendants' use of the symbol is "confusing". Section 20 must be read with section 6. I come to the same result as before when dealing with section 7(b). In my view, the symbols used by the defendants are not likely to lead to the inference that the plaintiffs' ser vices and the defendants' wares emanate from the same source.
Finally, I come to the claim under section 22(1). Assuming the defendants have in fact "used" the plaintiffs' trade mark, the blue cross symbol, I again am of the opinion that that use would not likely have the effect of depreciating the value of whatever goodwill attaches to that trade mark. The plaintiffs are not in business to make profits. Mr. Fleming, counsel for the plaintiffs, candidly stated in opening that there was no evidence of direct damage or loss, but contended the plaintiffs' goodwill was depreciated because the inference would arise that the plaintiffs were now in a profit-making line of business.
Section 22(1) has been considered by Thur- low J. in the Clairol case previously referred to. In that case the defendants, in marketing hair colouring products, used brochures and pack ages containing colour comparison charts of competing hair colouring products. The plain tiffs' products in the brochures were identified by their own registered trade marks. Thurlow J. found the defendants to be in violation of sec tion 22 and held that the value of the goodwill attaching to the plaintiffs' trade marks had been depreciated. I quote from the judgment at pages 573 and 575:
... Then what is meant by "depreciate the value" of such goodwill. To my mind this means simply to reduce in some way the advantage of the reputation and connection to which I have just referred, to take away the whole or some portion of the custom otherwise to be expected and to make it less extensive and thus less advantageous. As I see it goodwill has value only to the extent of the advantage of the reputation and connection which its owner enjoys and whatever reduces that advantage reduces the value of it. Depreciation of that value in my opinion occurs whether it arises through reduction of the esteem in which the mark itself is held or through the direct persuasion and enticing of customers who could otherwise be expected to buy or continue to buy goods bearing the trade mark. It does not, however, as I see it, arise, as submitted by Mr. Henderson, from danger of loss of exclusive rights as a result of use by others as this in my view represents possible loss of exclu sive rights in the trade mark itself rather than reduction of the goodwill attaching to it.
But he may not put his competitor's trade mark on his goods for that purpose or for the purpose of carrying a message to customers who are familiar with the goods identified by the trade mark in order to facilitate their purchase of his own goods and thus to reduce the chance that new customers hearing of the goods identified by the mark would buy them in preference to his or that old customers familiar with the goods identified by the trade mark would have continued buying the goods of the owner of the mark. In short he may not use his competitor's trade mark for the purpose of appealing to his competitor's cus tomers in his effort to weaken their habit of buying what they have bought before or the likelihood that they would buy his competitor's goods or whatever binds them to his competitor's goods so as to secure the custom for himself, for this is not only calculated to depreciate and destroy his competitor's goodwill but is using his competitor's trade mark to accomplish his purpose.
In this case the contest is between services and wares in unrelated fields of business activi ty. There is no evidence of actual depreciation of goodwill nor, in my mind, any evidence from which an inference of likelihood of depreciation can be drawn.
The action is dismissed with costs.
1 6. (1) For the purposes of this Act a trade mark or trade name is confusing with another trade mark or trade name if the use of such first mentioned trade mark or trade name would cause confusion with such last mentioned trade mark or trade name in the manner and circumstances described in this section.
(2) The use of a trade mark causes confusion with another trade mark if the use of both trade marks in the same area would be likely to lead to the inference that the wares or services associated with such trade marks are manufactured, sold, leased, hired or performed by the same person, whether or not such wares or services are of the same general class.
(3) The use of a trade mark causes confusion with a trade name if the use of both the trade mark and trade name in the same area would be likely to lead to the inference that the wares or services associated with the trade mark and those associated with the business carried on under such
trade name are manufactured, sold, leased, hired or per formed by the same person, whether or not such wares or services are of the same general class.
(4) The use of a trade name causes confusion with a trade mark if the use of both the trade name and the trade mark in the same area would be likely to lead to the inference that the wares or services associated with the business carried on under such trade name and those associated with such trade mark are manufactured, sold, leased, hired or per formed by the same person, whether or not such wares or services are of the same general class.
(5) In determining whether trade marks or trade names are confusing, the court or the Registrar, as the case may be, shall have regard to all the surrounding circumstances including
(a) the inherent distinctiveness of the trade marks or trade names and the extent to which they have become known;
(b) the length of time the trade marks or trade names have been in use;
(c) the nature of the wares, services or business;
(d) the nature of the trade; and
(e) the degree of resemblance between the trade marks or trade names in appearance or sound or in the ideas suggested by them.
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