Court Explains Prior Dismissal of Copyright Claim Concerning Beyonce's LEMONADE Trailer

Fulkes v. Knowles-Carter et al., No. 16-4278 (S.D.N.Y. Sep. 12, 2016).

Having previously granted the motion to dismiss for failure to state a claim for copyright infringement by "bottom-line order," the Court explained the reasons for its ruling.  In this case, the plaintiff alleged that defendants' distribution of a film trailer and the film itself promoting the release of Beyonce's musical album "Lemonade" infringed plaintiff's copyright in the short film "Palinoia." 

On a Rule 12 motion, the Court noted that the works themselves control, not Plaintiff's descriptions in the pleadings, and decided that the works were not substantially similar as a matter of law.  In short, "Plaintiff's alleged similarities consist almost entirely of clearly defined ideas not original to plaintiff and of stock elements with which even a casual observer would be familiar. Moreover, to the very limited extent that there are even any superficial similarities, these are overwhelmed by the works' vastly different creative choices and overall aesthetic feel. "  The Court then went through each of the 9 allegedly similar scenes.

7th Cir. Affirms Dismissal of "Nikita"/"Natasha" Suit Against Elton John

Hobbs v. Elton John, No. 12-3652 (7th Cir. July 17, 2013).

Plaintiff composed a song entitled “Natasha” that was inspired by a brief love affair he had with a Russian waitress.  Plaintiff tried to publish  his song, but was unsuccessful. A few years later, Elton John and Bernie Taupin released a song entitled “Nikita” through a publishing company to which Plaintiff had sent a copy of “Natasha.” Believing that “Nikita” was based upon “Natasha,” Plaintiff eventually demanded compensation
from John and Taupin, and ultimately filed suit asserting a copyright infringement claim and two related state law claims. The defendants moved to dismiss Plaintiff's complaint for failure to state a claim, and the district court granted the defendants’ motion.  The 7th Circuit affirmed.

The Court held that Plaintiff failed to state a claim for copyright infringement because, even when the allegedly similar elements between the songs are considered in combination, the songs are not substantially similar.  Defendants conceded that Plaintiff owned a valid copyright in the song and that Defendants had access to it.  "Thus, the defendants can only prevail on their motion to dismiss if 'Natasha' and 'Nikita'
are not 'substantially similar' as a matter of law. That is, if as a matter of law 'Natasha' and 'Nikita' do not 'share enough unique features to give rise to a breach of the duty not to copy another’s work'."  The Court found that Plaintiff's argument "flounders on two well-established principles of copyright law."  First, that the Copyright Act does not protect general ideas, but only the particular expression of an idea.  And second, even at the level of particular expression, the Copyright Act does not protect “incidents, characters or settings which are as a practical matter indispensable, or at least standard, in the treatment of a given topic.” A careful review of both songs’ lyrics reveals that Plaintiff's first four allegedly similar elements are expressed differently in “Natasha” and “Nikita.” And the remaining similar elements are rudimentary, commonplace, standard, or unavoidable in popular love songs.  The two songs simply “tell different stories."

Because “Natasha” and “Nikita” are not “substantially similar” as a matter of law, Plaintiff's copyright infringement claim failed as a matter of law.

3d Cir. Affirms Dismissal of Author's Suit Against 50 Cent

Winstead v. Jackson, No. 11-3771 (3d Cir. opinion filed Jan. 11, 2013).

The Third Circuit affirmed an order of the District Court dismissing the amended complaint as to all defendants.  In this copyright case, the parties respective works at issue include Plaintiff's book, The Preacher’s Son – But the Streets Turned Me into a Gangster, and defendant Curtis Jackson's (50 Cent's) Before I Self-Destruct album/CD, featuring songs and lyrics written by Jackson; and his companion film of the same name, which Jackson wrote, starred in, and directed.  Jackson and the record companies moved to dismiss the amended complaint pursuant to Fed. R. Civ. Pro. 12(b)(6), arguing that the copyright infringement claim failed because Plaintiff's book and Jackson's album/CD and film are not substantially similar as a matter of law, and that Plaintiff's state law claims are preempted by the Copyright Act because they are premised on the same underlying facts.  The Circuit Court affirmed dismissal, finding inter alia:

We agree with the District Court that a lay observer would not believe that Jackson's album/CD and film copied protectable aspects of [Plaintiff]'s book.
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There was a failure to state an actionable claim for copyright infringement here because, although [Plaintiff]'s book and Jackson's works share similar themes and setting, the story of an angry and wronged protagonist who turns to a life of violence and crime has long been a part of the public domain.

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In addition, [Plaintiff]'s book and Jackson's works are different with respect to character, plot, mood, and sequence of events.

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[Plaintiff] contends that direct phrases from his book appear in Jackson's film. ... The average person reading or listening to these phrases in the context of an overall story or song would not regard them as unique and protectable. ... Moreover, words and short phrases do not enjoy copyright protection.

Copyright Case Dismissed Against 50 Cent Over Crime Story/Book

Winstead v. Jackson, et al., No. 2:10-cv-05783 (D.N.J. Sept. 20, 2011) [Doc. 45].

In this copyright infringement action, Plaintiff alleges that Defendants’ movie and companion album, both entitled Before I Self Destruct, infringe upon Plaintiff’s copyright in his book, The Preachers Son - But the Streets Turned Me Into a Gangster. Plaintiff is the author and sole owner of the copyright for the Book. Plaintiff alleges that Defendants infringed upon the
copyright of the Book by publishing and selling the Movie and the Album, both of which
Plaintiff contends derive their content from the Book.

The Court granted defendants' motion to dismiss for failure to state a claim, under Fed. R. Civ. P. 12(b)(6). Plaintiff avers that the film duplicates the generalized theme and story
of the book and amounts to actionable copying. "However, general plot ideas and themes lie in
the public domain and are not protected by copyright law." Continuing:
There is no doubt that the Book and Film do share similar characters, themes, as well as a similar setting. However, this s haring of common features is only natural since both works feature a protagonist who has a difficult upbringing and turns to a life of violence and street crime, a story which has long ago been part of the public domain and which has been the subject of numerous movies and television shows. Thus, both works may properly contain gang life in inner-city New Jersey, characters spending time in jail, the search for an ex-girlfriend upon release from prison, making love in the shower, obtaining money through criminal activity, purchasing fancy clothes and accessories with the proceeds of crime, shoot-outs, murder, and the loss of a parent.

The Court further held that commonly used words, phrases and cliches used in both the book and movie/album are not protectable. Also, Plaintiff's state common law claims were pre-empted by the Copyright Act.

Lastly, because the Court held that Defendants did not infringe on Plaintiff’s copyright, Plaintiff’s claims of vicarious and contributory infringement fail since they hinge on a preliminary finding of direct infringement.