Professional Documents
Culture Documents
Pursuant to Local Rule 43-1 and this Court's order, Plaintiffs submit the following
2 witness statement of John G. Branca.
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Case 2:09-cv-07084-DMG -PLA Document 131 Filed 04/12/11 Page 2 of 11 Page ID
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I, John G. Branca, submit the following as my direct testimony at the trial of this
3 matter.
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2.Prior to serving as special administrator and then executor for the Estate, my
1 3 law firm represented Michael Joseph Jackson, and his owned and controlled companies
1 4 and business interests, at various times between 1 979 when I started to represent Mr.
1 5 Jackson, and early June, 2009 when I was again hired by Mr. Jackson.
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3.
Mr. Jackson died unexpectedly June 25, 2009. He died testate with his will
1 7 dated in 2002 (the "Will"). Under the Will, Mr. McClain and I were named as co-
1 8 executors. The sole beneficiary of the will is the Jackson Family Trust (the "Jackson
1 9 Trust"). Mr. McClain and I are named as the sole Co-Trustees of the Jackson Trust.
20 After making a charitable donation of twenty percent, a portion of the balance of Mr.
21 Jackson's Estate is to be used to benefit Katherine Jackson, Mr. Jackson's mother, during
22 her lifetime, and the remainder is to benefit Mr. Jackson's three children: Prince Michael
23 Jackson, Jr., Paris Michael Katherine Jackson, and Prince Michael Joseph Jackson, II.
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Triumph is, and has always been, to own and exploit the trademarks related to Mr.
Jackson and his career.
5. The Estate owns Mr. Jackson's post-mortem right of publicity under
California law and the Estate has properly registered that ownership with the California
Secretary of State. Trial Exhibit 368 is a copy of that registration.
6. Prior to Mr. Jackson's death, he entered into a series of contracts with AEG
Live, LLC d/b/a Concerts West with respect to the creation of a live stage performance
by Mr. Jackson, and others, which was initially intended to be performed in the Fall of
2009 at the 02 Arena in London and potentially at other venues. The Jackson shows
ultimately became known as the "This Is It Tour." In connection with the agreement
with AEG Live, LLC, Mr. Jackson granted AEG the exclusive right to manufacture and
sell, or to license to others the right to manufacture and sell, mutually approved
merchandise to be sold at the venue for the This Is It Tour and on Mr. Jackson's official
website. It was agreed that merchandise could bear the name, likeness, or logos of Mr.
Jackson.
7. Operating under its agreement with Mr. Jackson, AEG engaged Bravado
International Group Merchandising Services, Inc. ("Bravado") to serve as the
merchandising company for the Jackson approved merchandise covered by AEG's
agreement with Mr. Jackson. In early June, 2009, Bravado representatives presented to
Mr. Jackson personally more than 300 Jackson branded merchandise designs for his
review and approval, as was required under the AEG agreement with Mr. Jackson. In
early June, 2009, Mr. Jackson personally approved about 295 of the Bravado designs that
had been submitted to him.
8. Mr. Jackson unexpectedly died on June 25, 2009, prior to completing the
rehearsals for the then planned This Is It Tour.
9. Shortly after being appointed as Co-Special Administrators of the Estate in
July, 2009, Mr. McClain and I, and our legal representatives and advisors, began to
negotiate an amendment to the agreement AEG had entered into with Bravado for the
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10. At no time has the Estate ever granted any Jackson merchandising rights, or
11 Jackson trademark rights, or Jackson name and likeness rights to any Defendant in this
12 action or to Melissa Johnson.
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1 1 2. Mr. Smith discussed directly with Mr. O'Connor the Defendants' trademark
2 ownership claims he had asserted against the interests of the Estate and advised Mr.
3 O'Connor that the Estate disagreed with the claim, and that the Estate and/or Triumph
4 were the sole owners of all trademarks related to Mr. Jackson and of all of Mr. Jackson's
5 post-mortem right of publicity under California law.
61 3. At or about this time, the Estate also began to investigate the activities of
7 Defendants, including, their public statements on Defendants' websites and particularly
8 the public statements of Melissa Johnson, and the numerous trademark applications filed
9 on behalf of Defendants claiming trademarks in names and logos directly related to
1 0 Michael Jackson, all to the damage of the Estate.
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1 4. Ultimately, because Defendants, and Ms. Johnson who controlled the
1 2 Defendants, refused to cease their activities that were injuring the Estate, Mr. McClain
1 3 and I authorized the filing of the current action against the Defendants in an effort to
1 4 obtain a permanent injunction prohibiting their efforts to exploit intellectual property of
1 5 Mr. Jackson and Mr. Jackson's name and likeness that was causing irreparable damage,
1 6 and threatening to continue to cause, irreparable damage to the Estate.
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1 5. Mr. McClain and I had previously instructed attorneys for the Estate to
1 8 continue all efforts throughout the world to secure and protect all intellectual property of
1 9 the Estate, including copyrights, trademarks, and Mr. Jackson's right of publicity, by all
20 means reasonably necessary. Since July, 2009, the Estate has actively enforced all
21 intellectual property rights of the Estate, including trademarks, copyrights, and right of
22 publicity, throughout the United States, and numerous foreign countries and jurisdictions,
23 including Japan, the European Union, Germany, United Kingdom, Switzerland, Spain,
24 France, Brazil, Canada, South Korea, Argentina, Nigeria, Mexico, Turkey, and Brazil.
25 These efforts to secure, preserve and protect all intellectual property of the Estate and all
26 of Mr. Jackson's post-mortem right of publicity continues unabated and has created
27 significant value to the Estate.
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1 son's Will or of the Jackson Trust. Mr. Joseph Jackson has since dismissed his request
2 for a family allowance. Additionally, Mr. Oxman filed on behalf of Mr. Joseph Jackson
3 a proceeding that sought to challenge my and Mr. McClain's qualifications to serve as
4 Co-Executors of the Estate and, which ultimately sought to have Mr. McClain and me
5 removed as Co-Executors. The Probate Court, Judge Beckloff presiding, dismissed
6 Joseph Jackson's challenges filed by Mr. Oxman on the basis that Joseph Jackson had no
7 standing to raise those claims. In the fall of 2010, Mr. Oxman's appeal on behalf of Mr.
8 Joseph Jackson from that adverse ruling was rejected by the Court of Appeal. Mr.
9 Oxman's request for California Supreme Court review of the Court of Appeal decision
10 was denied.
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19. Howard Mann is an individual who has, I have been informed, entered into
12 several agreements with the Defendants in this case. After Mr. Jackson's death, Mr.
13 Mann and a company with whom he is affiliated and which he appears to control,
14 claimed to own certain Michael Jackson intellectual property rights and right of publicity
15 and has attempted to exploit such claimed rights. The Estate disputes that Mr. Mann
16 and/or his affiliated or controlled company have any such Jackson related rights and the
17 Estate has commenced an action against Mr. Mann which is captioned John Branca and
18 John McClain, Executors of the Estate of Michael J. Jackson, et al v. Howard Mann, et
19 al. United States District Court for the Central District of California, Case No. CV-11-
20 584 DDP and a copy of the complaint in that action is Trial Exhibit 358. On one
21 occasion of which I am aware, Mr. Mann advertised and promoted a commercial event in
22 Beverly Hills using a poster or flyer with the image of Michael Jackson (which the Estate
23 had not authorized), and stating that a portion of the proceeds from that commercial event
24 would benefit the Defendant Heal The World Foundation. That poster/flyer is Trial
25 Exhibit 373.
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20. I understand that Ms. Johnson has repeated Mr. Mann's false claims that the
27 Estate has not properly cared for Mrs. Jackson or Mr. Jackson's children. While this
28 assertion does not have any relevance, I do want to state on my and Mr. McClain's behalf
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that it is false. As shown on the Estate's First Account Current for the 16 month period
June 26, 2009 through October 31, 2010, the Estate has distributed to and/or paid for the
benefit of Mrs. Katherine Jackson and Mr. Jackson's three minor children more than $9
million.
21. I understand that Melissa Johnson claims that in the fall of 2010 she
"revived" the then suspended Heal The World Foundation that Mr. Jackson had caused to
be incorporated in California in 1991. I further understand (a) that in September, 2010,
Ms. Johnson claimed to be a director of the so-called "revived" Heal The World
9 Foundation that Mr. Jackson had caused to be incorporated in California in 1991; (b) that
10 Ms. Johnson claims to have merged her Heal The World Foundation she incorporated in
11 California in 2008 into the so-called "revived" Heal The World Foundation that Mr.
12 Jackson had caused to be incorporated in California in 1991; and (c) that Ms. Johnson
13 claims that the 1991 company is the "surviving" corporation in that so-called merger. As
14 a result of documents that I understand Ms. Johnson had filed with the California
15 Secretary of State, the official corporate records of the California Secretary of State now
16 incorrectly state these facts. At no time did I and/or Mr. McClain as Mr. Jackson's
17 personal representatives and Executors of his Estate ever authorize, approve or ratify in
18 any way Ms. Johnson's purported actions (or any other actions whatsoever) on behalf of
19 the Heal The World Foundation that Mr. Jackson had caused to be incorporated in
20 California in 1991.
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22. As noted above, Mr. Jackson's Trust embodies his last charitable request.
22 Mr. Jackson had been known throughout the world during his life, and quite correctly, to
23 be an extraordinary charitable man. Mr. McClain and I intend to honor as best as
24 possible Mr. Jackson's last charitable bequest as provided in the Jackson Trust in a
25 manner that will reinforce, enhance and emphasize Mr. Jackson's reputation and
26 memory. Mr. Jackson's last charitable bequest should be as great a memorial and
27 testimony to his achievements and to him as is his incredible body of creative work that
28 he has left behind. There has not yet been any final decision made as to the manner in
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which Mr. Jackson's last charitable gift will be carried out. However, it would cause Mr.
Jackson's final charitable gift, and likely the public memory of Mr. Jackson's
philanthropic career, irreparable harm if our efforts in this regard are allowed to be
confused, diluted, and perhaps even sullied by the acts of Defendants and Ms. Johnson
and by their continuing claims to be acting in accordance with Mr. Jackson's wishes and
to be running the Heal The World Foundation founded by Mr. Jackson. Without a
permanent injunction prohibiting the use of "Heal The World Foundation" as well as the
rest of the Jackson intellectual property involved in this lawsuit, I believe that Ms.
Johnson will continue her unauthorized and misguided efforts to claim that the Defendant
"Heal The World Foundation," run by Ms. Johnson, is "in fact" the Heal The World
Foundation founded by Mr. Jackson in 1991 (as is clearly demonstrated by her
willingness to make unauthorized filings with the Secretary of State and her exploitation
of the grief and loss suffered by Mr. Jackson's mother and children). A cursory review
of, among other things, Ms. Johnson's educational and employment background, her
obsessive and bizarre behavior since 2001, her claims that in 1993 an "angel" or a
"spirit" told her that she was "destined" to work with Mr. Jackson and disclosed
encyclopedias of "initiatives" for the Heal The World Foundation, the utterly grandiose
and unworkable "initiatives" Ms. Johnson had for many years tried to get Mr. Jackson to
read, Ms. Johnson's distain for anyone that does not agree with her demands, and Ms.
Johnson's willingness to engage in "questionable" practices in her years of obsessive
enthusiasm for her Michael Jackson fantasy demonstrate that this is not a person that I or
Mr. McClain would ever want (or would ever allow) to "represent" Mr. Jackson's
charitable legacy in any way.
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anca
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I declare under penalty of perjury that the foregoing is rue aid correct. Executed
2 at Los Angeles, California on April 8, 201 1 .
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Dated: April 8, 201 1 GREENBERG TRAURIG, LLP
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By: /S/ VINCENT H. CHIEFFO
VINCENT H. CHIEFFO
Attorneys for Plaintiffs John G. Branca and John
McClain, Special Administrators of the Estate of
Michael J. Jackson; Triumph International, Inc.
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