Attachment B - INDEX TO CHANGES

June 2022

TBMP Section:

Nature of Change:

 

 

 

THROUGHOUT MANUAL

 

 

Spacing, punctuation, formatting and typographical corrections.

Corrections to order of citations where appropriate in accordance with citation and manual protocols; pin point cites and parenthetical information added to cases brought forward from previous editions where appropriate; subsequent history updated where appropriate.

Citations to McCarthy on Trademarks & Unfair Competition checked and year updated (2021). (McCarthy is referenced in Chapters 300 and 600 and was updated 12/2021).¶

Citations to Wright & Miller Federal Practice and Procedure (FPP) checked and year updated (2021). (FPP is referenced in Chapters 300, 400, 500, 700 and was updated 4/2021).¶

Checked, and updated as necessary, the Trademark Rules of Practice, Federal Rules of Civil Procedure, Federal Rules of Evidence, Federal Circuit Rules, TMEP cross references; TBMP cross references.

Added information about the Trademark Modernization Act (TMA), effective Dec. 27, 2021, as it pertains to TTAB. Updates affect Chapters 300, 1200 and new Chapter 1300.

NEW: Chapter 1300 Ex Parte Appeals from Expungement and Reexamination of Registration Proceedings¶

 

 

 

 

CHAPTER 100

 

 

 

101.01

 

Para. 2: update Government Printing Office to Government Publishing Office

 

101.03

 

Note 4, add: In re Fiat Group Marketing & Corp. Commc’ns S.p.A., 109 USPQ2d 1593, 1596 n.6 (TTAB 2014); In re Luxuria s.r.o., 100 USPQ2d 1146, 1151 n.7 (TTAB 2011)

Note 5: remove "See also" and following cases, which are in Note 4

 

102.02

 

Last para: add that ex parte appeals are for refusal to register (Chapter 1200) and for expungement and reexamination of registrations (Chapter 1300)

 

102.03

 

Para. 3: add that ex parte appeals are for refusal to register (Chapter 1200) and for expungement and reexamination of registrations (Chapter 1300)

Para. 5: delete Note 7, renumber remaining note

 

106.02

 

37 C.F.R. § 2.193(a): correct by removing "person’s"

Delete 37 C.F.R. § 2.193(e)(10)

Para. 5: delete Note 7, renumber remaining notes

 

106.03

 

Para. 6: add "Business correspondence margins of one inch are considered standard."

 

107

 

Consolidate Notes 1 & 2, renumber remaining Note

 

110.01

 

Consolidate Notes 2 & 3

 

111

 

Para. 1: consolidate information from para. 2; delete para. 2

 

111.02(f)

 

Para. 1, sentence 2: add information to distinguish appeals from refusals to register and appeals of expungement and reexamination proceedings

 

112

 

Note 4: add Lumber Liquidators Services, LLC v. Columbia Insurance Co., 2022 USPQ2d 31, at *7-8 (TTAB 2022)

 

113.04

 

Last para.: correct to reflect existing Note 6

 

113.05

 

Para. 1: consolidate Notes 1 & 2, renumber remaining notes

 

114

 

37 C.F.R. § 2.11(d) and (f): add complete language referring to other rules

37 C.F.R. § 2.11: add (b)(4)

 

114.01

 

Note 4: add TMEP § 601

Note 5: add TMEP § 601.01, delete reference to Examination Gide 4-19

Note 8: add TMEP 602.03

 

115.02

 

Note 1: add Chaganti v. Lee, 187 F. Supp. 3d 682 (E.D. Va. 2016); Haley v. Under Secretary of Commerce for Intellectual Property, 129 F. Supp. 3d 377 (E.D. Va. 2015)

 

117

 

37 C.F.R. § 2.18: updates to subsection (a)(1), (a)(2) and (a)(2)(iii)

 

117.06

 

Note 1: add TBMP § 601, delete reference to Examination Guide 4-19

 

118.02(b)

 

37 C.F.R. § 2.111(b): update language in sentence 4 to include new expungement ground available in cancellation proceedings

 

118.04

 

Para. 2: add clarifications that fee is also required in certain extensions of time to file an appeal brief and requests for oral hearing

 

119.02

 

Paras. 1, 2 & 3: add information about appeals for expungement or reexamination proceedings

 

 

 

 

CHAPTER 200

 

 

 

202.01

 

Para. 3: consolidated Notes 6 & 7, renumber remaining notes

 

203.03

 

Note 3: delete duplicate reference to 37 C.F.R. § 2.119(e)

 

203.04

 

Change title from "Service" to "Service Not Required"

 

211.01

 

Note 1: add parenthetical to rule

 

211.03

 

Para. 3, sentence 1: rephrased, Notes 3-6 consolidated, Notes 7 & 8 consolidated, remaining notes renumbered

 

212.05

 

Note 1: add TMEP § 301.01, delete reference to Examining Guide 1-20

 

218

 

Para. 3: delete phrase before [Note 5]

Note 5: delete In re First National Bank of Boston, 199 USPQ 296, 301 (TTAB 1978); add Rwachsberg Holdings Inc. v. Grüne Erde Beteiligungs GmbH, 2021 USPQ2d 926, at *3 n.7 (TTAB 2021); delete reference to TBMP § 602.01

Note 7: add TMEP § 301.01, delete reference to Examination Guide 1-20

 

219

 

Para. 7: consolidate Note 7 in to Note 8, delete Note 8

 

 

 

 

CHAPTER 300

 

 

 

301

 

Change title from "Types of Board Proceedings" to "Types of Inter Partes Board Proceedings"

 

301.03

 

Add 15 U.S.C. § 1141h(a)(2) at beginning; delete Note 1

 

302.01

 

Para. 5: consolidate Notes 12 & 13, renumber remaining notes

 

303.03

 

Para. 1: consolidate Notes 3 & 4, renumber remaining notes

Para. 2: change "standing" to "entitlement to a statutory cause of action"

Note 3 (as renumbered: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *17-18 (TTAB 2021)

 

307

 

15 U.S.C. § 1064: TMA amendments incorporated

37 C.F.R. § 2.111(b): TMA amendment incorporated to state when an expungement claim may be brought

Para. 3: add TBMP § 307.04

 

307.02(a)

 

Paras. 1 & 2: references to new expungement claim under 15 U.S.C. § 1064(6) added

Para. 3: "standing" changed to "entitlement to a statutory cause of action"

Para. 10: instructions to find the results and trends identified by TTAB’s concluded expedited cancellation pilot program

 

307.02(c)(2)

 

References to new expungement claim under 15 U.S.C. § 1064(6) added

 

307.03

 

New subsection, "Petition to Cancel for Nonuse," providing information about the new claim allowed under Trademark Act § 14(6)

Subsequent 307 subsections renumbered

 

307.05

 

Paras. 1 & 2: references to new expungement claim under 15 U.S.C. § 1064(6) added

 

308.02(b)

 

Para. 4: references to new expungement claim under 15 U.S.C. § 1064(6) added

 

308.03

 

TBMP reference updates after Notes 1 & 2

 

308.04

 

TBMP reference updates after Notes 1 & 2

 

308.05

 

Para. 3: delete Note 3, remaining notes renumbered

 

309.02

 

Para. "Registrant information in petition to cancel": delete Notes 10 & 11; move Note 9

 

309.03(a)(2)

 

Note 2: add DrDisabilityQuotes.com, LLC v. Krugh, 2021 USPQ2d 262, at *5 (TTAB 2021)

 

309.03(b)

 

Note 1: add Brooklyn Brewery Corp. v. Brooklyn Brew Shop, LLC, 17 F.4th 129, 2021 USPQ2d 1069, at *3 (Fed. Cir. 2021)

Note 9: add Philanthropist.com, Inc. v. General Conference Corp. of Seventh-day Adventists, 2021 USPQ2d 643, at *16 (TTAB 2021)

Note 19: add Piano Factory Group, Inc. v. Schiedmayer Celesta GmbH, 11 F.4th 1363, 2021 USPQ2d 913, at *10 (Fed. Cir. 2021)

Note 20: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *13, *15 (TTAB 2021)

 

309.03(c)(1)

 

Para. 1: references to new expungement claim under 15 U.S.C. § 1064(6)

(11) clarify that claim is also referred to as "failure to function"

(25)-(27): change "the mark" to "defendant’s mark"

(28): add new expungement claim

Note 6: delete In re Majestic Distilling Co., 315 F.3d 1311, 65 USPQ2d 1201, 1203 (Fed. Cir. 2003); In re Dixie Restaurants Inc., 105 F.3d 1405, 41 USPQ2d 1531, 1533 (Fed. Cir. 1997)

Note 9: delete In re Jonathan Drew, Inc., 97 USPQ2d 1640, 1642 (TTAB 2011); In re Wada, 48 USPQ2d 1689, 1690-91 (TTAB 1998)

Note 10: remove In re Integrated Embedded, 120 USPQ2d 1504, 1516 (TTAB 2016); In re Eximius Coffee, LLC, 120 USPQ2d 1276, 1283 (TTAB 2016); In re Adlon Brand Gmbh & Co. KG, 120 USPQ2d 1717, 1725 (TTAB 2016) from "See also, e.g.," – the cases remain in the Cf. portion of the note; remove In re tapio GmbH, 2020 USPQ2d 11387 (TTAB 2020); add Miller v. Miller, 105 USPQ2d 1615, 1620 (TTAB 2013)

Note 11: add McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559, at *65 (TTAB 2021); delete In re Florists’ Transworld Delivery Inc., 106 USPQ2d 1784, 1791-92 (TTAB 2013)

Note 13: add Piano Factory Group, Inc. v. Schiedmayer Celesta GmbH, 11 F.4th 1363, 2021 USPQ2d 913, at *11 (Fed. Cir. 2021); delete Schiedmayer Celesta GmbH v. Piano Factory Group, Inc., 2019 USPQ2d 341894, at *12 (TTAB 2019)

Note 15: split first paragraph to two paragraphs, Court cases and TTAB cases; add to second paragraph NT-MDT LLC v. Kozodaeva, 2021 USPQ2d 433, at *29-30 (TTAB 2021); delete from "But see" para. In re JobDiva, Inc., 843 F.3d 936, 121 USPQ2d 1122, 1126 (Fed. Cir. 2016)

Note 16: add Monster Energy Co. v. Tom & Martha LLC, 2021 USPQ2d 1197, at *12 (TTAB 2021)

Note 18: move In re Grande Cheese Co., 2 USPQ2d 1447, 1449 (TTAB 1986) to "See also"

Note 23: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *33 (TTAB 2021); In re Maugus Manufacturing, Inc., 2021 USPQ2d 1100 (TTAB 2021)

Note 27: add "But see" - In re Elster, 26 F.4th 1328, 2022 USPQ2d 195, at *10 (Fed. Cir. 2022)

Note 28: move to end Stuart Spector Designs, Ltd. v. Fender Musical Instruments Corp., 94 USPQ2d 1549, (TTAB 2009)

Note 29: add Spotify AB v. U.S. Software, Inc., 2022 USPQ2d 37, at *37 (TTAB 2022), move Enterprise Rent-A-Car Co. v. Advantage Rent-A-Car, Inc., 62 USPQ2d 1857 (TTAB 2002), aff’d, 300 F.3d 1333, 66 USPQ2d 1811 (Fed. Cir. 2003)

Note 30: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *51-52 (TTAB 2021)

Note 32: add Galperti, Inc. v. Galperti S.R.L., 17 F.4th 1144, 2021 USPQ2d 1115, at *5 (Fed. Cir. 2021); DrDisabilityQuotes.com, LLC v. Krugh, 2021 USPQ2d 262, at *5 (TTAB 2021); University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253,at *21-22 (TTAB 2021); Chutter, Inc. v. Great Management Group, LLC, 2021 USPQ2d 1001, at *13 (TTAB 2021). Under "Please Note," add Chutter, Inc. v. Great Management Group, LLC, 2021 USPQ2d 1001 (TTAB 2021)

Note 34: move Chutter, Inc. v. Great Management Group, LLC, 2021 USPQ2d 1001 (TTAB 2021)

Note 40: add parenthetical to case

Note 42: new note on expungement claim

 

309.03(c)(2) B.

 

Note 6: add Sabhnani v. Mirage Brands, LLC, 2021 USPQ2d 1241, at *49 (TTAB 2021)

 

309.04

 

Para. 2, (4): add "Please Note" to alert readers that a misidentified application no longer comes to the Board’s attention due to electronic filing

 

311.02(b)(1)

 

Note 1: add Brooklyn Brewery Corp. v. Brooklyn Brew Shop, LLC, 17 F.4th 129, 2021 USPQ2d 1069, at *7-8 (Fed. Cir. 2021)

Note 6: add Brooklyn Brewery Corp. v. Brooklyn Brew Shop, LLC, 17 F.4th 129, 2021 USPQ2d 1069, at *8 (Fed. Cir. 2021)

Note 8: add Brooklyn Brewery Corp. v. Brooklyn Brew Shop, LLC, 17 F.4th 129, 2021 USPQ2d 1069, at *8-10 (Fed. Cir. 2021)

 

311.02(b)(2)

 

Note 4: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *6-7 (TTAB 2021)

 

311.02(d)

 

Note 1: add Mars Generation, Inc. v. Carson, 2021 USPQ2d 1057, at *3-4 (TTAB 2021)

 

312.01

 

Para. 4: change "copy of the notification" to "notice of institution"

 

312.02

 

Note 1: add DrDisabilityQuotes.com, LLC v. Krugh, 2021 USPQ2d 262, at *2 (TTAB 2021)

 

314

 

Note 1: add "But see" NT-MDT LLC v. Kozodaeva, 2021 USPQ2d 433, at *14-15 (TTAB 2021)

 

315

 

Note 1: add Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *3-4, *5-6 (TTAB 2022)

 

318

 

Fed. R. Civ. P. 11: Add (c)(2)

Para. 1: add informational sentence after Note 1

 

 

 

 

CHAPTER 400

 

 

 

401.01

 

Para. 2: consolidate Notes 5 & 6, renumber remaining notes

 

401.02

 

Para. 2: consolidate Notes 6 & 7, renumber remaining notes

Note 8: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *9-10 (TTAB 2021), Frito-Lay North America Inc. v. Princeton Vanguard LLC, 100 USPQ2d 1904, 1907 (TTAB 2011)

 

402.01

 

Note 6: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *9-10 (TTAB 2021)

 

403.02

 

Note 5: add Island, LLC v. JBX Pty Ltd., 2021 USPQ2d 779, at *5 (TTAB 2021)

 

403.03

 

Note 1: add Island, LLC v. JBX Pty Ltd., 2021 USPQ2d 779, at *5 (TTAB 2021)

 

404.03(a)(2)

 

Para. 2: add general information about subpoenas following Note 3

 

404.05

 

Fed. R. Civ. P. 30(b)(6): add new language

Para. 2: before Note 3, add information that the subject matter of the deposition is to be identified with particularlity

Note 3: change slightly parenthetical to Red Wing Co. v. J.M. Smucker Co., 59 USPQ2d 1861, 1864 (TTAB 2001) to emphasize premise of Note 3

 

404.06(b)

 

Fed. R. Civ. P. 30(b)(6): add new language

Note 6: add Red Wing Co. v. J.M. Smucker Co., 59 USPQ2d 1861, 1864 (TTAB 2001)

 

405.04(a)

 

Para. 2: delete information that a party not domiciled in the United States, and not yet represented, cannot use U.S. postal mail

 

406.04(a)

 

Para. 2: delete information that a party not domiciled in the United States, and not yet represented, cannot use U.S. postal mail

 

407.03(a)

 

Para. 2: delete information that a party not domiciled in the United States, and not yet represented, cannot use U.S. postal mail

 

408.01(a)

 

Para. 2: modify sentence following Note 6

 

408.01(c)

 

Para. 2: consolidate Notes 4 & 5, renumber remaining notes

 

412.01

 

Note 1: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *2 (TTAB 2021)

Note 9: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *19 (TTAB 2021)

Note 13: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *2 (TTAB 2021)

 

412.01(c)

 

Note 7: move Swiss Watch International Inc. v. Federation of the Swiss Watch Industry, 101 USPQ2d 1731, 1736 n.12 (TTAB 2012)

Note 15: add McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559 (TTAB 2021)

 

412.02

 

Para. 1: add new second sentence and new Note 2, renumber remaining notes

Note 1: add MISCELLANEOUS CHANGES TO TRADEMARK TRIAL AND APPEAL BOARD RULES OF PRACTICE, 72 Fed. Reg. 42242, 42244 (August 1, 2007), moved from Note 2

Note 2, new : Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *4-5 (TTAB 2021)

Note 3, renumbered: 8A C. WRIGHT, A. MILLER & R. MARCUS, FEDERAL PRACTICE AND PROCEDURE CIVIL § 2043 (3d ed. April 2021 update)

Note 4, renumbered: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *6 (TTAB 2021)

 

412.02(a)

 

Add new Note 1 after first sentence, renumber remaining note

Note 1: Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *2 (TTAB 2021)

 

412.02(b)

 

Note 3: add parenthetical to U.S. Steel Corp. v. United States, 730 F.2d 1465, 1468, 1 USPQ2d 1241, 1249 (Fed. Cir. 1984); add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *2 (TTAB 2021)

 

412.02(d)

 

Note 1: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988 (TTAB 2021)

 

412.06

 

Note 2: add Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *10 (TTAB 2021)

 

412.06(a)

 

Para. 3 and following: consolidate Notes 7 & 8, renumber remaining notes; delete Notes 9 & 10, renumber remaining notes

 

414

 

New (26) and new Note 37

Note 37: Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *14 (TTAB 2021)

 

 

 

 

CHAPTER 500

 

 

 

501.01

 

Para. 1: add time zones after Note 1, new Notes 2 & 3, remaining notes renumbered

Note 2: Island, LLC v. JBX Pty Ltd., 2021 USPQ2d 779, at *6-7 n.10 (TTAB 2021)

Note 3: Intercontinental Exchange Holdings, Inc. v. New York Mercantile Exchange, Inc., 2021 USPQ2d 988, at *6-10 (TTAB 2021)

Note 6: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *6-7 (TTAB 2021)

 

502.06(a)

 

Note 1: update instructions for finding information about TTAB telephone conferences on the USPTO web page

 

503.02

 

Note 1: add DrDisabilityQuotes.com, LLC v. Charles Krugh, 2021 USPQ2d 262, at *4 (TTAB 2021)

Note 2: add DrDisabilityQuotes.com, LLC v. Charles Krugh, 2021 USPQ2d 262, at *4 (TTAB 2021)

Note 3: add DrDisabilityQuotes.com, LLC v. Charles Krugh, 2021 USPQ2d 262, at *5 (TTAB 2021)

 

506.01

 

Note 1: add Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *9-10 (TTAB 2022)

 

507.01

 

Fed. R. Civ. P. 15: add subsection (d) Supplemental Pleadings

 

507.02

 

Note 4: add Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *4-10 (TTAB 2022), Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *4-10 (TTAB 2022)

Note 8: add Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *7-8 (TTAB 2022)

 

507.02(a)

 

Note 1: add Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *4-10 (TTAB 2022), Valvoline Licensing & Intellectual Property LLC v. Sunpoint International Group USA Corp., 2021 USPQ2d 785, at *11-14 (TTAB 2021)

 

507.04

 

New subsection on Supplemental Pleading

Note 1: Topco Holdings, Inc. v. Hand 2 Hand Industries, LLC, 2022 USPQ2d 54, at *9-10 (TTAB 2022)

 

509

 

Fed. R. Civ. P. 6(b)(2): update language by deleting "except as those rules allow"

 

510

 

37 C.F.R. § 2.117(a) updated language in accordance with TMA

 

510.02(a)

 

Para. 3: add after Note 7 circumstances of an expungement or reexamination proceeding before the USPTO

 

512.01

 

Note 1: delete Life Zone Inc. v. Middleman Group Inc., 87 USPQ2d 1953, 1955 n.1 (TTAB 2008)

 

512.04

 

Para. 2: delete Note 2, renumber remaining notes

New paragraph 3 clarifying that mandatory electronic filing essentially eliminated misidentification of applicantion or registration number against which a Board proceeding is brought

Note 3: add Argo & Co. v. Springer, 198 USPQ 626, 635 (TTAB 1978), Argo & Co. v. Springer, 189 USPQ 581, 582 (TTAB 1976), U.S. Pioneer Electronics Corp. v. Evans Marketing, Inc., 183 USPQ 613, 614 (Comm’r 1974), Huang v. Tzu Wei Chen Food Co., 849 F.2d 1458, 7 USPQ2d 1335, 1335-36 (Fed. Cir. 1988)

 

514.01

 

Note 3: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *16-19 (TTAB 2021)

 

518

 

Note 7: add Lumber Liquidators Services, LLC v. Columbia Insurance Co., 2022 USPQ2d 31, at *2 (TTAB 2022)

Note 8: add Lumber Liquidators Services, LLC v. Columbia Insurance Co., 2022 USPQ2d 31, at *2-8 (TTAB 2022)

 

520

 

Para. 2: add "by other remote means" before Note 3

 

528.02

 

Note 2: add Haider Capital Holding Corp. v. Skin Deep Laser MD, LLC, 2021 USPQ2d 991, at *3-5 (TTAB 2021)

Note 3: add Lumber Liquidators Services, LLC v. Columbia Insurance Co., 2022 USPQ2d 31, at *4-5 (TTAB 2022)

Note 6: add Lumber Liquidators Services, LLC v. Columbia Insurance Co., 2022 USPQ2d 31, at *7-8 (TTAB 2022)

 

528.04

 

Note 1: add Haider Capital Holding Corp. v. Skin Deep Laser MD, LLC, 2021 USPQ2d 991, at *3-5 (TTAB 2021)

 

528.05(a)(2)

 

Note 1: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *6 n.18 (TTAB 2021)

Note 3: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *6-7 (TTAB 2021)

 

533.03

 

Para. 3: consolidate Notes 4 & 5, renumber remaining notes

Note 3: add University of Kentucky v. 40-0, LLC, 2021 USPQ2d 253, at *6-7 (TTAB 2021)

 

535

 

Paras. 1 & 2: add information regarding registration under Madrid Protocol

 

543

 

Note 5: replace "For example" phrase with "See, e.g.,"; add Carl Karcher Enterprises, Inc. v. Gold Star Chili, Inc., 222 USPQ 727, 728-29 (TTAB 1983), Volkswagenwerk Aktiengesellschaft v. Ridewell Corp., 201 USPQ 410, 411 (TTAB 1979); delete I n re Kroger Co., 177 USPQ 715, 717 (TTAB 1973), Conwood Corp. v. Loew’s Theatres, Inc., 173 USPQ 829, 830 (TTAB 1972)

 

 

 

 

CHAPTER 600

 

 

 

 

 

601.01

 

Note 1: delete Johnson & Johnson v. Bio-Medical Sciences, Inc., 179 USPQ 765, 766 (TTAB 1973)

 

601.02

 

Note 1: add Jim Beam Brands Co. v. JL Beverage Co., 2021 USPQ2d 885 (TTAB 2021), delete Estee Lauder Inc. v. Aloe Creme Laboratories, Inc., 178 USPQ 254, 256 (TTAB 1973)

 

601.03

 

Note 1: add Jim Beam Brands Co. v. JL Beverage Co., 2021 USPQ2d 885, at *6 (TTAB 2021)

 

602.01

 

Note 2: add Rwachsberg Holdings Inc. v. Grüne Erde Beteiligungs GmbH, 2021 USPQ2d 926, at *5-6 (TTAB 2021)

 

602.02(a)

 

Note 2: delete sentence about original certificate

 

605.03(f)

 

Delete sentence with Note 1

Note 1: deleted

 

 

 

 

CHAPTER 700

 

 

 

701

 

Para. 7, following Note 12: remove TBMP §§ 504.01 and 528.02

Note 7: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *5 (TTAB 2022)

 

702.02

 

Para. 1: add after Note 2 reference to TBMP § 101.02

Note 3:

 

702.03

 

Para. 2, after Note 5: add introductory phrase "With regard to oral testimony depositions"

 

702.04(b)

 

Para. 3: consolidate Notes 9 & 10, renumber remaining notes

 

702.04(d)

 

Para. 5: old Note 3 deleted, Note 3 renumbered Note 4, remaining notes renumbered

 

703.01(a)

 

Para. 5: add new final sentence with cross reference

Note 1: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *5 (TTAB 2022)

 

703.01(c)

 

Note 1: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *5 (TTAB 2022)

 

703.01(d)

 

Note 3: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *5 (TTAB 2022)

 

703.01(i)

 

Para. 8, following Note 2: state clearly that USB drives cannot be accepted

Para. 9: delete reference to USB drives

 

703.02(c)

 

Para. 5: language "on written questions of a party" added for clarity

 

704.04

 

Note 2: McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559, at *33 n.120 (TTAB 2021)

 

704.08(a)

 

Note 7: add new "See also" para. Piano Factory Grp., Inc. v. Schiedmayer Celesta GmbH, 11 F.4th 1363, 2021 USPQ2d 913, at *13 (Fed. Cir. 2021)

 

704.08(b)

 

Note 3: add Chutter, Inc. v. Great Management Group, LLC, 2021 USPQ2d 1001, at *32 n.67 (TTAB 2021)

Note 6: add Chutter, Inc. v. Great Management Group., LLC, 2021 USPQ2d 1001, at *33 n.69 (TTAB 2021)

Note 13: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *11 (TTAB 2021)

Note 15: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *11 (TTAB 2021), WeaponX Performance Products Ltd. v. Weapon X Motorsports, Inc., 126 USPQ2d 1034, 1041 (TTAB 2018)

 

704.09

 

Note 2: add McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559, at *4 n.7 (TTAB 2021)

 

704.10

 

Note 12: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *4 n.4 (TTAB 2022)

 

704.11

 

Note 10: add McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559, at *5 n.6 (TTAB 2021)

 

704.12(a)

 

Note 2: add to cases issues in 2000 and after: Chutter, Inc. v. Great Management Group, LLC and Chutter, Inc. v. Great Concepts, LLC, 2021 USPQ2d 1001, at *36 n.72 (TTAB 2021)

 

704.14

 

Note 3: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *4 n.4 (TTAB 2022)

 

707.02(a)

 

Para. 1, penultimate line: delete TBMP §§ 101.01 and 101.02

Para. 2: new second sentence, new Note 1

Note 1, new: Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *10 (TTAB 2021)

 

707.02(b)

 

Note 3: add Philanthropist.com, Inc. v. The General Conference Corp. of Seventh-Day Adventists, 2021 USPQ2d 643, at *1 Appendix B (TTAB 2021)

 

707.03(b)(1)

 

Note 1: add Spotify AB v. U.S. Software Inc., 2022 USPQ2d 37, at *5 (TTAB 2022)

 

707.03(b)(3)

 

Note 5: add Philanthropist.com, Inc. v. The General Conference Corp. of Seventh-Day Adventists, 2021 USPQ2d 643, at *5 Appendix B (TTAB 2021)

 

 

 

 

CHAPTER 800

 

 

 

801.01

 

Para. 2: replace last sentence, add new Note 5, renumber remaining notes

Note 5, new: Hole In 1 Drinks, Inc. v. Lajtay, 2020 USPQ2d 10020, at *2 (TTAB 2020)

Note 6: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, at *2-3 (TTAB 2021)

 

801.02(d)

 

Note 2: add Coca-Cola Co. v. Meenaxi Enterprise, Inc., 2021 USPQ2d 709, *8 (TTAB 2021)

 

801.02(e)

 

Para. 1: delete reference to January 2017

Para. 2, first sentence: reworded for clarity

Para. 3, first sentence, reworded for clarity; new sentence preceding the one prior to Note 2

 

803

 

Para. 5: delete reference to eFOIA and directions to "Board receipts & issued decisions"

Note 3: add McGowen Precision Barrels, LLC v. Proof Research, Inc., 2021 USPQ2d 559, at *66 n.195 (TTAB 2021)

 

 

 

 

CHAPTER 900

 

 

 

901

 

15 U.S.C. § 1071: change title per TMA; (a)(1) updated to include TMA language; (a)(2) updated to include "United States" before "Patent and Trademark Office"; (b)(1) updated to include TMA language

37 C.F.R. § 2.145(a)(1), (a)(3), (c)(1): updated to include amendments due to TMA

New final para: reminder of effective date of the Trademark Modernization Act of 2020

 

901.01

 

Note 1: add Snyder’s Lance, Inc. v. Frito Lay North America, Inc., 991 F.3d 512, 2021 USPQ2d 318, at *16 (4th Cir. 2021); delete Princeton Vanguard, LLC and Snyder’s-Lance , Inc., v. Frito-Lay North America, 414 F. Supp. 3d 822, 2019 USPQ2d 401574, at *4, *7 (W.D.N.C. 2019)

Note 2: add Snyder’s Lance, Inc. v. Frito Lay North America, Inc., 991 F.3d 512, 2021 USPQ2d 318, at *2 (4th Cir. 2021); delete Princeton Vanguard, LLC and Snyder’s-Lance , Inc., v. Frito-Lay North America, 414 F. Supp. 3d 822, 2019 USPQ2d 401574, at *3 (W.D.N.C. 2019)

 

901.02(a)

 

Note 6: add Snyder’s Lance, Inc. v. Frito Lay North America, Inc., 991 F.3d 512, 2021 USPQ2d 318, at *16 (4th Cir. 2021), delete Princeton Vanguard, LLC and Snyder’s-Lance , Inc., v. Frito-Lay North America, 414 F. Supp. 3d 822, 2019 USPQ2d 401574, at *3 (W.D.N.C. 2019)

 

902.01

 

37 C.F.R. § 2.145(a)(1) updated to include amendments due to TMA and (a)(3) title update

 

902.03

 

Note 1: add Snyder’s Lance, Inc. v. Frito Lay North America, Inc., 991 F.3d 512, 2021 USPQ2d 318, at *16 (4th Cir. 2021), delete Princeton Vanguard, LLC and Snyder’s-Lance , Inc., v. Frito-Lay North America, 414 F. Supp. 3d 822, 2019 USPQ2d 401574, at *4, *7 (W.D.N.C. 2019)

 

902.04

 

15 U.S.C. § 1071(a)(1): updated to include TMA language

 

902.08

 

Para. 1: new second sentence alerting that an appeal of a TTAB decision on an expungement or reexamination can only be appealed to the Federal Circuit; new Note 2, remaining notes renumbered

Note 2, new: Trademark Act § 21(b)(1); 15 U.S.C. § 1071(b)(1)

 

903.02

 

New para. 4: alerting that an appeal of a TTAB decision on an expungement or reexamination can only be appealed to the Federal Circuit, new Note 5

Note 5, new: Trademark Act § 21(b)(1); 15 U.S.C. § 1071(b)(1)

 

903.04

 

15 U.S.C. § 1071(b)(1): updated to include TMA language

 

903.06

 

Note 1: add Snyder’s Lance, Inc. v. Frito Lay North America, Inc., 991 F.3d 512, 2021 USPQ2d 318, at *16 (4th Cir. 2021), delete Princeton Vanguard, LLC and Snyder’s-Lance , Inc., v. Frito-Lay North America, 414 F. Supp. 3d 822, 2019 USPQ2d 401574, at *4, *7 (W.D.N.C. 2019)903.07

 

903.07

 

New para. 2: alerting that an appeal of a TTAB decision on an expungement or reexamination can only be appealed to the Federal Circuit, new Note 2

Note 1: add Hyatt v. Hirshfeld, 16 F.4th 855, 858-866 (Fed. Cir. 2021)

Note 2, new: Trademark Act § 21(b)(1); 15 U.S.C. § 1071(b)(1)

 

905

 

37 C.F.R. § 2.146(b), (c), (d)(iv), (e)(2) updated to include TMA language

 

906.01

 

Para. 6: new example of findings of fact, new Note 27, remaining notes renumbered

Note 2: move to end of note Belmora LLC v. Bayer Consumer Care AG, 338 F.Supp. 3d 477, 484 (E.D. Va. 2015), add Interprofession Du Gruyère v. U.S. Dairy Export Council, -- F. Supp. 3d --, 2021 BL 500810 at *3 (E.D. Va. Dec. 15, 2021)

Note 3: move Swatch AG v. Beehive Wholesale, LLC, 739 F.3d 150, 109 USPQ2d 1291, 1295 (4th Cir. 2014), move Belmora LLC v. Bayer Consumer Care AG, 338 F. Supp. 3d 477, 484 (E.D. Va. 2018); add Interprofession Du Gruyère v. U.S. Dairy Export Council, -- F. Supp. 3d --, 2021 BL 500810 at *3 (E.D. Va. Dec. 15, 2021)

Note 9: add In re Vox Populi Registry Ltd., 25 F.4th 1348, 2022 USPQ2d 115, at *3 (Fed. Cir. 2022)

Note 11: add In re Vox Populi Registry Ltd., 25 F.4th 1348, 2022 USPQ2d 115, at *3 (Fed. Cir. 2022)

Note 19: add Brooklyn Brewery Corp. v. Brooklyn Brew Shop, LLC, 17 F.4th 129, 2021 USPQ2d 1069, at *12 (Fed. Cir. 2021)

Note 27, new: Piano Factory Group, Inc. v. Schiedmayer Celesta GmbH, 11 F.4th 1363, 2021 USPQ2d 913, at *12 (Fed. Cir. 2021)

Note 34: add Valvoline Licensing & Intellectual Property LLC v. Sunpoint International Group USA Corp., 2021 USPQ2d 785, at *7-9 (TTAB 2021)

Note 35: add Beasley v. Howard, 14 F.4th 226, 2021 USPQ2d 960 (3d Cir. 2021), delete Beasley v. Howard, 2020 USPQ2d 7300, at *5 (D.N.J. 2020)

 

 

 

 

CHAPTER 1000

 

 

 

1002

 

37 C.F.R. § 2.146(c): add (1) in accordance with TMA

Para. 4, last sentence: add (1) to 37 C.F.R. § 2.146(c) in accordance with TMA

 

 

 

 

CHAPTER 1100

 

 

 

1101

 

15 U.S.C. § 1068: add new language per TMA

 

1103.01(b)

 

Note 2: divide into two sections, TTAB decisions after 2000 and court cases, TTAB decisions prior to 2000

 

1103.03

 

Para. 1: after Note 2 add TBMP cross references

Note 1: update C.F.R. references

 

1106.04

 

Note 6: delete reference to meeting service obligation by electronic means

Note 9: add sentence about use of email for service obligation

 

1107

 

Para. 4: new second sentence explaining a "statement" is an "answer", new Note 3 placement, remaining notes renumbered

Note 3: add Haider Capital Holding Corp. v. Skin Deep Laser MD, LLC, 2021 USPQ2d 991, at *7 (TTAB 2021), delete Newsday, Inc. v. Paddock Publications, Inc., 223 USPQ 1305, 1307 (TTAB 1984)

Note 4, new: See 37 C.F.R. § 2.99(d)(2)

 

1108

 

Para. 6, second sentence: before Note 8, remove reference to declaration or affidavit, add reference to notice of reliance

Note 2: divide into two sections, TTAB decisions after 2000 and court cases, TTAB decisions prior to 2000

Note 3: divide into two sections, TTAB decisions after 2000 and court cases, TTAB decisions prior to 2000

 

1109

 

Para. 1, last sentence: remove reference to declaration or affidavit, add broad language "than those required at trial"

 

1110

 

Para. 3: add (8) about internet and social media

Para. 4: add "developing visually distinct electronic sites"

 

1112

 

Para. 2: new, new Note 2

Note 2: Haider Capital Holding Corp. v. Skin Deep Laser MD, LLC, 2021 USPQ2d 991, at *14-16 (TTAB 2021)

 

 

 

 

CHAPTER 1200

 

 

 

Throughout

 

Section and subsection titles amended to reflect the chapter is about appeals of refusal to register an application

Add information alerting reader of upcoming changes involving flexible response periods while providing information about the current six month response period until December 1, 2022; neutralize language where possible, e.g., change "six month response clause" to " response clause"

 

1201.01

 

15 U.S.C. § 1070: updated to include TMA language

37 C.F.R. § 2.141: title change made, (a) updated to reflect amended language and add title "Appeal from final refusal of application"

 

1201.02

 

15 U.S.C. § 1062(b): subsection (1)-(3) updated to reflect TMA amendments

Note 4: add In re Dolce Vita Footwear, Inc., 2021 USPQ2d 478, at *4 n.6 (TTAB 2021); delete duplicate references to In re Eagle Crest Inc., 96 USPQ2d 1227, 1229 (TTAB 2010) & In re Paper Doll Promotions Inc., 84 USPQ2d 1660, 1665 (TTAB 2007)

 

1201.05

 

37 C.F.R. § 2.63(c): updated to reflect amendments

37 C.F.R. § 2.146(b): remove language "considered to be" per amendment

 

1202

 

37 C.F.R. § 2.141: updated to reflect amendments to title, subsections (a) & (c)

37 C.F.R. § 2.142(a)(1): updated to reflect amendment

37 C.F.R. § 2.142(a)(3): updated to delete "in written form"

 

1202.02

 

Para. 1: delete TBMP § 1201.01

Para. 3: after Note 4, delete cross references to TBMP §§ 106.03, 107, 110, 1202.03

Para. 4: sentences following Notes 7 & 8, modify language to broader "time provided" and add current time

 

1202.03

 

Para. 1, sentence following Note 1, change "Appeal of Refusal to Register" to "Notice of Appeal"

 

1202.04

 

37 C.F.R. § 2.141: update in accordance with amendments, including title, subsections (a) and (c)

Notes 4, 6, 7: updated subsection (b) to (c) for 37 C.F.R. § 2.141

 

1203.01

 

37 C.F.R. § 2.142(b)(3): update to reflect amendments for TMA

Para. 3: add new Note 7, renumber remaining notes

Note 7, new: In re Consumer Protection Firm PLLC, 2021 USPQ2d 238, at *2 n.2 (TTAB 2021)

 

1203.02(a)

 

Para. 2: sentence following Note 4, add "which must be filed within 30 days of dismissal"

 

1203.02(g)

 

Note 1: move In re MK Diamond Products, Inc., 2020 USPQ2d 10882, at *1 n.2 (TTAB 2020) to Cf.

 

1205.01(a)

 

Para. 6: new Note 5

Note 5: In re Dolce Vita Footwear, Inc., 2021 USPQ2d 478, at *4 n.5 (TTAB 2021)

 

1207.01

 

37 C.F.R. § 2.142(d): update in accordance with amendment for TMA

Note 4: update reference from 37 C.F.R. § 2.142(d) to 37 C.F.R. § 2.142(d)(1)

 

1207.02

 

Para. 2, sentence 1: update reference from 37 C.F.R. § 2.142(d) to 37 C.F.R. § 2.142(d)(1)

Note 1: update 37 C.F.R. § 2.142(d) to 37 C.F.R. § 2.142(d)(1)

 

1207.03

 

Note 1: add In re International Watchman, Inc., 2021 USPQ2d 1171, at *29 n.49 (TTAB 2021)

 

1207.04

 

Note 4: update 37 C.F.R. § 2.142(d) to 37 C.F.R. § 2.142(d)(1)

 

1207.06

 

Note 2: add In re International Watchman, Inc., 2021 USPQ2d 1171, at *2 n.2 (TTAB 2021)

 

1208

 

Note 1: add In re Embiid, 2021 USPQ2d 577, at *5 n.19 (TTAB 2021)

Note 8: add In re Taverna Izakaya LLC, 2021 USPQ2d 1134, at *2-4 (TTAB 2021)

 

1208.03

 

Note 14: in "But see," add In re Consumer Protection Firm PLLC, 2021 USPQ2d 238, at *21 n.28 (TTAB 2021)

Note 25: remove "PLEASE NOTE"

Note 32: add In re Sausser Summers, PC, 2021 USPQ2d 618, at *24 n.59 (TTAB 2021)

 

1208.04

 

Note 3: add In re International Watchman, Inc., 2021 USPQ2d 1171, at *4 n.5 (TTAB 2021)

 

1208.05

 

Note 1: add In re Vox Populi Registry Ltd., 25 F.4th 1348, 2022 USPQ2d 115, at *2-3 (Fed. Cir. 2022)

 

1209.04

 

Note 5: update 37 C.F.R. § 2.142(d) to 37 C.F.R. § 2.142(d)(1)

 

1211

 

Note 4: add Rwachsberg Holdings Inc. v. Grüne Erde Beteiligungs GmbH, 2021 USPQ2d 926, at *5-6 (TTAB 2021)

 

1217

 

Para. 4: delete TBMP § 1202.02

Note 5: add In re SIPCA Holding SA, 2021 USPQ2d 613, at *10-11 (TTAB 2021)

 

1218

 

Note 3: add In re Taverna Izakaya LLC, 2021 USPQ2d 1134, at *2-4 (TTAB 2021)

 

1219

 

Para. 3: add to final sentence TBMP § 903.04

 

 

 

 

CHAPTER 1300

 

 

 

 

Entirely new chapter on appeals of expungement and reexamination proceedings under TMA