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November 12, 2009

Writer's Final Words Create Literary Executor Dilemma

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Dear Rich: My dear friend who is deceased is a published author and he has left the responsibility of his writings to me. The statement in the Will reads: "I give and bequeath all my correspondence as well as my handwritten manuscripts and other writings created by me, to [me], to keep in her possession for the purpose of typing and editing all such material and selling such works and dividing the proceeds among her [myself] and my children." He does not mention copyright. Does the estate keep the copyright and I keep in my possession the original works? Does the intention of the Will mean 'indefinitely?'  Would my ability to publish the works then be limited to approval of the executors in perpetuity? Or does the copyright follow ownership? Does the reading of "give and bequeath" and possession of property imply that I would have ownership? I ask these specific questions because the executors and their estate lawyer have explained that the original works are on loan to me for the purpose of transcription and it is in their discretion to solicit editors, publishers and archivists of the original work. Is this correct? They have recently asked for the writing to be returned to them after mistakenly giving them to me. The short answer is that the grant in the will is unclear. We think you will need a legal representative in probate (or possibly in civil court) with the goal being a letter of instruction or some other ruling about the disposition of the materials. In other words, you'll need a lawyer.
Are you a literary executor? It seems as if the writer wanted you to perform some of the functions of a literary executor. A literary executor -- unlike a general executor who administers the will -- manages an author's literary properties and does so for a payment -- usually a percentage of the income that is generated. As others have pointed out, the job often creates a conflict of interest, for example, when Kafka's will demanded that his unpublished writings be destroyed
The Copyrights.The magic words "give and bequeath" do not mean a transfer of copyright and it's unlikely that the author's copyright would transfer to you. But the control of the material, that is the decision-making about what happens to it, as well as the ability to license, publish and perform the materials are often designated to the literary executor.
You're Entitled to Something. It seems to us that the intent of the author was that you were to manage, edit and profit from the exploitation of the letters and manuscripts. So, the Dear Rich Staff is not clear why the executors are demanding the return of the documents ... but again, this points to the fact that you should seek representation. 

Curious about copyright law? Learn more with Stephen Fishman's The Copyright Handbook: What Every Writer Needs to Know.
October 21, 2009

Deceased Dad's Patent Rights

iStock_000000320896XSmall.jpgDear Rich: My father passed in 1999. He holds an original patent that was copied by his employees and they eventually kicked him out of his own company. I have not received any information about the company or his patent since his demise. Do children inherit patent rights? What is the usual scenario? The short answer is that if your father owned patent rights they should have become part of his estate and passed on to his beneficiaries according to the instructions in his will or trust. If he died without a will, your state's intestate rules would have caused the rights to likely go to his spouse and/or children depending on state law. If the patent was not listed as part of the estate, you may need to do some research (discussed below). If the patent is still valid and you can prove your father was an owner at the time of his death, an estate attorney should be able to determine how it will pass to the heirs. The Dear Rich Staff believes there are a couple of unknowns here. 
Patents expire. Patents issued after June 8, 1995 expire 20 years from the date of filing; patents issued before that date expire 17 years from date of issue. So, for example, if your father's patent issued in 1991, it would now be in the public domain. That's not to say you couldn't bring a claim against someone for actions that took place while the patent was active but that's a very tricky type of claim to bring (and the clock is ticking).
Patents are assigned. We're not sure of the situation but it sounds like some funny business occurred regarding your father's patent, his company, and his employees. If your father transferred his rights in the patent to his company, that information can usually be located by searching at Google Patents or the USPTO. Use the Advanced Search features, put in your father's name as inventor and find the patent. Check the dates to see if it has expired and look to see if an "assignee" is listed. If so, the assignee owns the patent rights. That doesn't mean that your Dad gave up all revenue. The assignment may have been an agreement promising him payments. So you would need to find the assignment document to see what the terms were. You can also search assignment documents at the USPTO here (in case the assignment was filed at a later date than the patent). Whatever you do, you should act quickly, as the passage of the ten year period since your father's death may have caused you to lose rights.

For more information about determining the status of a patent, check out my book Patent, Copyright & Trademark: An Intellectual Property Desk Reference. 
April 14, 2009

Inheriting a Copyright

Wills.jpgDear Rich: My father recently passed away. He was the author of a "how to" book that he self-published and also was published by Scribner's back in the '70s and '80s. The copyright was renewed in 1999 because the initial copyright was in 1971. My sisters and I are his heirs. Do we also inherit that copyright and, if so, is there anything we need to do at this time? We may be interested in further publication at some point. The short answers to your questions are: (1) yes, you and your sisters probably own the copyright, and (2) if you want to document the transfer, you should record your documentation at the U.S. Copyright Office as explained in this helpful circular (PDF). You will need to prepare a document cover sheet (PDF). A copyright -- though it is intangible property -- is generally treated like traditional tangible property for estate planning purposes. So, if you and your sisters are the heirs, the copyright would be part of the estate and pass to you. We're assuming two things: that the copyright was not specifically mentioned in the will as a bequest to a third party; and your father did not make an agreement with a third party to transfer ownership of the copyright outside the will. (According to the Dear Rich staff, if there wasn't a will, you and your sisters would likely still inherit the copyright, but it depends on your state's intestate rules.) By the way, if readers are seeking information how to best leave a copyright as an inheritance, check out this nice article (and accompanying PDF) from ASCAP.