Phyllis Schlafly Revocable Trust v. Cori
924 F.3d 1004
8th Cir.2019Background
- Phyllis Schlafly created Eagle Forum and related trusts (PSRT, ETF, EFELDF); her adult children ran or contested control after a 2016 family split.
- The "gang of six" removed Eagle Forum president Ed Martin; parallel disputes led to multiple lawsuits in Madison County (Illinois), Southern District of Illinois, St. Louis County probate court, and Eastern District of Missouri.
- Phyllis Schlafly amended trust instruments in April, May, and August 2016; the August 31 amendment purported to transfer her intellectual property to a royalty trust; she died September 5, 2016.
- The trusts sued in the Eastern District of Missouri for infringement of Schlafly’s intellectual property and sought TROs/preliminary injunctions to stop the gang of six from using her name, likeness, and Eagle marks; the district court denied relief.
- The district court subsequently administratively closed (stayed) the Eastern District case pending resolution of related cases, requiring periodic status reports.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether preliminary injunction/TRO was warranted to stop alleged trademark/IP use | Trusts: infringement of Schlafly’s marks and name will cause irreparable harm; injunction necessary | Gang of six: related proceedings and prior TROs in other forums complicate claims; monetary relief suffices | Denied: trusts failed to show irreparable harm or likelihood of success sufficient for relief; delay undermined presumption of irreparable harm |
| Whether trademark cases still get a presumption of irreparable harm | Trusts: presumption applies upon likelihood of confusion | Opponents: Winter/eBay require movant to prove likely irreparable harm; delay negates presumption | Court: uncertain whether presumption survives, but trusts forfeited it by delaying enforcement actions |
| Whether district court’s stay was immediately appealable under §1291 | Trusts: stay ends litigation or effectively surrenders jurisdiction, so appealable | Government/others: stay is temporary, contemplates future proceedings after related cases resolve | Dismissed appeal of stay for lack of jurisdiction: stay was temporary and did not end the litigation |
| Whether collateral-order doctrine allows immediate appeal of the stay | Trusts: collateral-order exception applies because stay prevents adjudication | Opponents: stay merely delays merits and contemplates further proceedings | Court: collateral-order doctrine inapplicable because stay only delayed proceedings, not refused adjudication |
Key Cases Cited
- Barrett v. Claycomb, 705 F.3d 315 (8th Cir. 2013) (standard of review for denial of preliminary injunction)
- Dataphase Sys., Inc. v. C L Sys., Inc., 640 F.2d 109 (8th Cir. 1981) (four-factor test for preliminary injunction)
- Gen. Motors Corp. v. Harry Brown’s, LLC, 563 F.3d 312 (8th Cir. 2009) (irreparable harm and adequacy of legal remedies)
- Winter v. Nat. Res. Def. Council, Inc., 555 U.S. 7 (2008) (movant must show likely irreparable injury absent injunction)
- eBay Inc. v. MercExchange, LLC, 547 U.S. 388 (2006) (no automatic injunction rule in patent cases; equitable inquiry required)
- Hubbard Feeds, Inc. v. Animal Feed Supplement, Inc., 182 F.3d 598 (8th Cir. 1999) (delay can negate irreparable-harm presumption in trademark cases)
- Novus Franchising, Inc. v. Dawson, 725 F.3d 885 (8th Cir. 2013) (delay vitiates force of irreparable-harm allegations)
- Cottrell v. Duke, 737 F.3d 1238 (8th Cir. 2013) (when stays are tantamount to dismissal and appealable)
- Kreditverein der Bank Austria Creditanstalt fur Niederosterreich und Bergenland v. Nejezchleba, 477 F.3d 942 (8th Cir. 2007) (stay finality depends on substance and district court intent)
- Moses H. Cone Mem. Hosp. v. Mercury Constr. Corp., 460 U.S. 1 (1983) (stay/surrender of jurisdiction considerations)
