The Way to Happiness

REAL AUDIO file, Lecture by Ex-member David Mayo at his organization before it was destroyed by Hubbard, describes Scientology bragging about doing "a burglary every day" (LONG)

Spanish Criminal Indictment

IRS Secret IRS Agreement Newstories Actual Closing Agreement (Long)

Report from the day Hubbard invoked Religious Cloaking

Persecution of Ex-Members

Why I dont trust Scientologists

What A Scientologist faces who wants to leave The Scientology Matrix

Scientology's Real Secret - the E-meter

Hubbard caught lying on video Secret Lives snippet

Scientology's Private Army of Private Investigators

Major News Articles of Interest to Ex-Members

Son of Scientology - An interview with Ron Dewolfe

Time Magazine

LA Times 6 Part Series

Pulitzer Prize Winnning 14 Part series in the St. Petersburg Times

Washington Post

New York Times

Wall Street Journal

Offlines.Org
A site by now ex-member Charlotte Kates

Warrior's Archive
Page by a co-worker I knew when I was 'in' scientology

The Very Strange Death of L Ron Hubbard the King of CONs

Through the Door:
Ex-member Interviews

Movies that are helpfuf for understanding Scientology:
The Truman Show 1998
The Sleuth 1972

Understanding OSA and the Guardians Office:
Cape Fear 1962
The Spanish Prisoner

More for Scientologists

THE TRADEMARKS OF THE CHURCH OF SPIRITUAL TECHNOLOGY (CST) PART B In our last report, "Scientology Trademark Series 04 CST MARKS PART A," we listed all twelve (12) trademarks known to be exclusively owned by the corporation known as "Church of Spiritual Technology" (CST--doing business as the "L. Ron Hubbard Library), and traced the convoluted routes by which some of those marks had come into CST's possession. We also noted the trademarks for explicitly non-religious goods and services that belonged to CST--a corporation purportedly dedicated exclusively to religious purposes, and granted tax-exemption by IRS on that basis. This report focuses on just one of CST's non-religious trademarks, and its use in commerce. "THE WAY TO HAPPINESS" An organizational memo dated 1 December 1980, purportedly from L. Ron 0Hubbard to certain of his agents and representatives, says in part: "BOOKLET: This is 'The Way to Happiness', the common sense moral code. It will require marketing handling. Copies of it are being sent for the various terminals." Subsequently, an international campaign was instigated to push this "common sense moral code" to the public, and to get it into schools, libraries, police departments, government agencies, and social institutions of every description. As part of the "marketing handling," all promotion of the book stressed heavily, and still stresses, that it is a "NON-RELIGIOUS moral code." In fact, all copies we have of the book carry this notice in the back: "This may be the first nonreligious moral code based wholly on common sense. It was written by L. Ron Hubbard as an individual work and is not part of any religious doctrine. ...It is therefore admissable for government departments and employees to distribute it as a nonreligious activity." Currently "The Way to Happiness" is being published by Bridge Publications, Inc. (BPI) and distributed internationally by the so-called "Way to Happiness Foundation" (actually a corporation named "Way to Happiness International," as will be seen herein). Both BPI and the "Way to Happiness Foundation" were granted tax exempt status by IRS on 1 October 1993 in the then-secret IRS/Scientology Closing Agreement, as was CST. The Registered Agent for BPI is Lawrence E. Heller, one of three Special Directors of CST. The Registered Agent for the "Way to Happiness Foundation" ("Way to Happiness International") is Sherman Lenske, also one of three Special Directors of CST. CST owns ALL copyrights and trademarks for "The Way to Happiness." Although this series is about trademarks, our investigation analyzed the trademarks against other legal documents, and in the case of "Way to Happiness," the history of the trademarks required comparison to records from the United States Copyright Office, since ALL the copyrights and trademarks for "The Way to Happiness" are fully owned by CST, and the two CST-owned trademarks related to "The Way to Happiness" are primarily used to sell the literary works protected by the CST-owned copyrights. We are grateful for access to documents and drafts from a separate "Scientology Copyrights Series" being compiled by others as a companion to this "Scientology Trademark Series." The more we investigated, the more one question kept coming up: Did L. Ron Hubbard actually even write "The Way to Happiness"? The reason for the question can only fully be appreciated in tracing the indescribably complex history of this fundamentally banal book, its copyright history, and its trademarks. One of the things that gave rise to the question was a perplexing anomaly that surfaced early in the investigation: there apparently were TWO (2) separate versions of "The Way to Happiness" book attributed to Hubbard, but created within weeks of each other. Norman F. Starkey--Executor of the Will of L. Ron Hubbard, and Trustee of the Estate--transferred to CST all right, title and interest in the copyrights for one of them on 29 November 1992, in compliance with the IRS/Scientology Closing Agreement. But there is no record of the second one ever having been transferred, as is detailed in the exhaustive history/analysis below. Apparently, Starkey still has it. In attempting to analyze and trace the trademarks and related copyrights, the simultaneous existence of these two separate literary works--both attributed to Hubbard--created the greatest possible confusion, which appears to have been the intent. The reader is warned to keep this in mind when trying to follow the history of these intellectual properties: even though we have untangled the knot to a great degree, and separately identified these two works, even the most orderly presentation of the data can still generate confusion unless the most careful attention is paid to the details of identifying numbers and creation dates. We have come to refer to the two different "Hubbard" versions informally as "WTH ONE" and "WTH TWO." We will continue that tradition herein, because it helps to keep them separate in the mind. But even that dual-existence confusion is further compounded by yet a THIRD book called "The Way to Happiness" by an entirely different author. That book is the first entry in our history/analysis, below. It may seem an odd place to start, but there is so little about CST and its off-shoots that is NOT odd. We must include the information about the publication of the earlier, non-Hubbard book called "The Way to Happiness," and you will see why. Below, then, is the evidence, presented as an annotated history of both the trademarks and the related copyrights, extracted and condensed from records of the United States Library of Congress (LoC) Copyright Office; from the United States Patent and Trademark Office; and from several documents acquired from private individuals contributing without compensation to our investigation. Our convention in the presentation of each entry in the history/analysis below follows this general outline where possible: ================================================================== DATE OR APPROXIMATE DATE OF EVENT EVENT IN BRIEF FULL OR EXCERPTED RECORDS OR DOCUMENTS ANNOTATION ================================================================== A few entries give only the date, event in brief, and annotation, a few need no annotation. Please note that any present-tense statements in the annotation refer to the date of the entry in the history, unless specified otherwise: ================================================================== 18 March 1978 "The Way to Happiness" by Iverna Tompkins; BOOK PUBLISHED LOC/COPYRIGHT OFFICE FULL RECORD Identifying Number: TX-127-999 LoC Database: (COHM) Title Proper TITL: The Way to happiness / by Iverna Tompkins. Imprint Information IMPR: Plainfield, N. J. : Logos International, c1978. Physical Description PHYS: 155 p. ISBN: ISBN 0-88270-292-0. Claimant. Author if "ac" in Field CLNA: Logos International Date of Creation DCRE: 1978 Date of Publication DPUB: 18 March 1978 Date of Registration DREG: 25 October 1978 LoC Essential Computer Info ECIF: 1/B/D ANNOTATION: Incredibly, we have to reach back to 1978 and to the publication of this non-Hubbard book titled "The Way to Happiness," by an author named Iverna Tompkins, in order to begin this history. We have been unable to locate a copy of this book to compare. One reason we must include it here is for possible further investigation, but mainly because the name of the publisher of this book--Logos International--is later invoked in a letter regarding the marketing of a "Hubbard" edition of "The Way to Happiness," yet with no mention of this particular book. See our entry for 26 September 1982, later in this history. ================================================================== 15 c. November 1980 "The Way to Happiness" BOOK TEXT CREATED: TX-733-487 LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: CREATION DATE: Identifying Number: TX-733-487 Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. [1 volume] Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1980 Different Authors on Application APAU: L. Ron Hubbard. ANNOTATION: This is what we call "WTH ONE"--TX-733-487--attributed to L. Ron Hubbard. The record excerpted above was made later, when the work was registered [see entry for 22 April 1981], but it is an official federal record of a 1980 date of creation. Although the Library of Congress was provided only with "1980" for the date of creation, our mid-November 1980 date of creation is extrapolated from the 1 December 1980 memo (or "advice"), purportedly from Hubbard, cited at the beginning of this report and reproduced in the entry immediately below, which references "The Way to Happiness" booklet. It is here that we must introduce a very important concept regarding copyrights. It is this, taken directly from the United States Copyright Office's "Copyrights Basics" (Circular 1): "Copyright protection subsists from the time the work is created in fixed form. The copyright in the work of authorship immediately becomes the property of the author who created the work." We cannot stress this point enough, because it becomes crucial to the confusion--and likely fraud--later introduced into the work known as "The Way to Happiness." So note, please, with all attention, that the copyright for "WTH ONE"--TX-733-487--commences in 1980. It is of paramount importance to all that follows. ================================================================== 1 December 1980 Organizational memo or "advice"--Purportedly from L. Ron Hubbard to certain of his agents and representatives regarding several new literary works. EXCERPT OF MEMO: SNR PPRO cc: M 1 Dec 80 Gale Doe RTL Pers Sec PAC XMAS RJ, NEW YEARS TAPE NOVEL AND BOOKLET You are receiving all at one time several items. Some will be very rush at your end. ..."BOOKLET: This is 'The Way to Happiness', the common sense moral code. It will require marketing handling. Copies of it are being sent for the various terminals." ...I apologize for these all arriving at once and a bit late. It was difficult assembling them for shipment. ...All directions are included with each piece. ... L R ANNOTATION: This is the first known reference to "The Way to Happiness." (Noting that the Copyright Office record in the entry above was not made until later.) This is the only thing said in the memo about the booklet, which is included with four other items: the manuscript for Hubbard's new sci-fi novel, "Man the Endangered Species" [later "Battlefield Earth]; a taped New Year's Eve holiday message; a written "L. Ron Hubbard Executive Directive" [LRH ED or RED] summarizing 1980; and the "Happiness Rundown," a companion to "The Way to Happiness" booklet. ================================================================== 15 c. January 1981 "The Way to Happiness" BOOK TEXT CREATED: TX-909-496 LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: DATE CREATED: Identifying Number: TX-909-496 Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. [1 volume] Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1981 Different Authors on Application APAU: entire text: L. Ron Hubbard; entire ill.: Andre G. Clavel. ANNOTATION: Almost beyond rational comprehension, here is a SECOND complete 1-volume version of "The Way to Happiness"--"WTH TWO," TX-909-496--created only about SIX WEEKS AFTER the purported Hubbard memo in the entry directly above. Although the Copyright Office was only provided with "1981" for the date of creation, we can CONFIDENTLY place its creation date here at approximately mid-January, because THIS version is PUBLISHED just weeks later, on 11 February 1981! [See entry for that date, below.] There had to be some lead time for typesetting, preparation, and printing. That's why we place the creation date as no later than 15 c. January c. 1981. Yet the "entire text" for this new "WTH TWO" is also purportedly by L. Ron Hubbard. Did he re-write it in the few short weeks since his 1 December 1980 memo? This seems beyond unlikely for many reasons. The companion copyrights investigation is planning to conduct a word-by-word comparison of every published version they can find of "The Way to Happiness" (among many other works they are investigating) to determine if there is any difference in text, but their in-depth comparison has not been done yet. However, their initial analysis of the copies they have is that all versions are identical in text. The fact of inclusion of illustrations by Andre Clavel may be an EXCUSE, but it is no valid reason for an entirely separate "TX" number. "TX" is the United States Copyright Office designation for "published or unpublished non-dramatic LITERARY works." Why weren't the Clavel illustrations simply registered separately under the Copyright Office's "VA" category for "Visual Arts"? But as will be seen coming up, this--like so many such artifices we have found related to CST--was likely intentional in order to effect a bizarre transfer of copyright that appears later in this history, something else to cloud the record and confuse researchers and investigators. The indisputable--and by FAR most important--fact remains that there now exist two severable but apparently identical TEXTS for "The Way to Happiness": 1. "WTH ONE"--TX-733-487, 1980 creation/copyright date 2. "WTH TWO"--TX-909-496, 1981 creation/copyright date And the existence of these two separable entities with DIFFERENT YEARS OF COPYRIGHT, as will be shown, is what leads to all ensuing confusion surrounding this title, most likely generated to cover up a multi-million-dollar fraud. ================================================================== 6 February 1981 Regent House, Ltd.--INCORPORATED CURRENT CALIFORNIA CORPORATIONS RECORD: REGENT HOUSE, LTD. Number: C1036172 Date Filed: 2/6/1981 (6 February 1981) Status: suspended Jurisdiction: California Mailing Address P O BOX 29368 (later, P O BOX 29903) LOS ANGELES, CA 90029 Agent for Service of Process VIRGIL WILHITE 1461 N BENTON WY LOS ANGELES, CA 90026 ANNOTATION: This very odd California corporation, carrying the misleading British designation "Ltd." in its name, apparently was set up for no other reason than to publish at least a hardback version of "The Way to Happiness" [see entry in this history for 1 c. November c. 1982], and perhaps other versions of "The Way to Happiness." There is no known record of their publishing anything else. The corporation is now "suspended." Having only recently come into possession of our information on Regent House, Ltd., we do not yet, as of this summary, know who was involved in its incorporation, which needs separate investigation. We have no way yet of knowing for certain if Regent House, Ltd., published the first known printed softcover edition of "The Way to Happiness"--on 11 February 1982, just five days after this incorporation [see entry immediately below]--because there is no imprint attribution in the Copyright Office record for that first known printed edition. We DO know that Regent House, Ltd. later produced a hardbound edition of "The Way to Happiness" that was published with a Library of Congress catalog number and an ISBN, but which has since either disappeared from all federal records, or was never recorded by the Library of Congress to begin with. [See entry in this history for 1 c. November c. 1982.] In yet another case of duality, "Regent House, Ltd." was the exact same name of a publishing house that had operated in the '50s and '60s, but was defunct at the time of this incorporation. ================================================================== 11 February 1981 "The Way to Happiness" BOOK WITH ILLUSTRATIONS PUBLISHED: TX-909-496; CREATION DATE 1981 "The Way to Happiness" WORDMARK TRADEMARK FIRST USE for "Books, booklets, printed instructional materials and newsletters pertaining to a non-religious personal moral code." "The Way to Happiness" LOGO/DESIGN TRADEMARK FIRST USE for "books and newsletters featuring instruction, education and articles in the field of moral philosophy;" and for "pins and pendants both being jewelry." LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: DATES CREATED AND PUBLISHED: Identifying Number: TX-909-496 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. [1 volume] Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1981 Date of Publication DPUB: Wednesday, 11 February 1981 Different Authors on Application APAU: entire text: L. Ron Hubbard; entire ill.: Andre G. Clavel. US PATENT AND TRADEMARK OFFICE RECORD EXCERPT RE: WORDMARK FIRST USE: Serial Number 75601077 Registration Number 2380572 Word Mark THE WAY TO HAPPINESS Type of Mark TRADEMARK Mark Drawing Code (1) TYPED DRAWING Goods and Services IC 016. US 002 005 022 023 029 037 038 050. G & S: Books, booklets, printed instructional materials and newsletters pertaining to a non-religious personal moral code. FIRST USE: 19810000. FIRST USE IN COMMERCE: 19810000 US PATENT AND TRADEMARK OFFICE RECORD EXCERPT RE: DESIGN MARK FIRST USE: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Goods and Services IC 014. US 002 027 028 050. G & S: pins and pendants both being jewelry. FIRST USE: 19810000. FIRST USE IN COMMERCE: 19810000 IC 016. US 002 005 022 023 029 037 038 050. G & S: books and newsletters featuring instruction, education and articles in the field of moral philosophy. FIRST USE: 19810000. FIRST USE IN COMMERCE: 19810000 ANNOTATION: Here is the SECOND, 1981-created version of "The Way to Happiness"--which we call "WTH TWO" [see entry for 15 c. January c. 1981, above]--being published FIRST. The publication date for this SECOND "WTH TWO" version is only about nine (9) weeks after L. Ron Hubbard's purported 1 December 1980 memo [see above], where he supposedly is sending copies of his new "The Way to Happiness" booklet ("WTH ONE"--obviously created in 1980) to "the various terminals." It is believed that this 11 February 1981 published version of "WTH TWO" was in the form of small, thin, flimsy paperbacks, but the copyright office gives no more specifics of its Physical Description than that it was one volume. There is no indication of what firm published it, but we suspect it was Regent House, Ltd. [see entry immediately above for 6 February 1981] and that the corporation had been set up specifically for publication of "The Way to Happiness." This bears further needed investigation. But note that this is not the 1980-CREATED version--"WTH ONE"--that is being published on 11 February 1981; it is this newer "WTH TWO," with a CREATION date of 1981 [see entry for 15 c. January c. 1981, above], and with a new unique identifying number--TX-909-496. Perhaps strangest of all is that this new 1981 version, "WTH TWO," is APPARENTLY never seen or heard from again in published form; ALL subsequent published editions cite, directly or indirectly, the 1980-created TX-733-487--"WTH ONE." We use the word "APPARENTLY" advisedly, though, because, as will be seen, later published editions of the "The Way to Happiness" generate ENORMOUS confusion by citing IN ESOTERIC COPYRIGHT OFFICE RECORDS the unique identifying number of the 1980-created "WTH ONE"--TX-733-487--but claiming in PUBLISHED COPYRIGHT NOTICES a 1981 earliest copyright date. You likely are already getting confused. Here is another way of stating it: A. All subsequent editions are filed with the UNITED STATES COPYRIGHT OFFICE with a statement that the TEXT of the book is from the registered copyright TX-733-487. That is "WTH ONE," created on or about 15 November 1980 B. The PRINTED AND SOLD BOOKS of those same editions have a PUBLISHED EARLIEST COPYRIGHT NOTICE of 1981--NOT 1980. That published notice then links the published works with "WTH TWO," created on or about 15 January 1981, while the same editions are simultaneously secretly linked in the Copyright Office records to "WTH ONE," as in A. above C. All editions, then, have been secretly linked to the copyright OWNERS of BOTH "WTH ONE" and "WTH TWO." D. The CURRENT--2001--owners appear to be the Church of Spiritual Technology (CST--doing business as the L. Ron Hubbard Library) for TX-733-487 ("WTH ONE"), and Norman F. Starkey for TX-909-496 ("WTH TWO"). That is demonstrated with evidence in this report. There is no intent here to be pedantic or condescending; it is just that when dealing with such apparently covert and premeditated and malicious manipulations, it is difficult in the extreme to communicate them in a way that is easy to understand, because they have been carefully designed to be nearly impossible to track and understand. The only way is to present all the evidence, as we are doing in this report, with as much clarity and definition as we can muster. This duality of cites and claims in later editions--embracing and claiming links to both "WTH ONE" and "WTH TWO"--seems to indicate the possibility that revenues from the sale of the books might even be being split off into two separate channels, and that possibility is leant credibility by what is perhaps the strangest fact of all related to this specific entry, mentioned in D. above: this 1981-created version, "WTH TWO," with the unique identifying number of TX-909-496, apparently was never transferred out of the Estate of L. Ron Hubbard to the beneficiaries (CST). By all available evidence, it is still in the possession of Norman F. Starkey, Executor of the Will and Trustee of the Estate of L. Ron Hubbard. This is covered more fully later in this history. In further consideration of the duality, we can now take note of the related TRADEMARKS, which only come into play with this first publication of the book. Since both the WORDMARK "The Way to Happiness," AND the related DESIGN/LOGO trademark have been given the ambiguous "FIRST USE" dates of only the year--1981--for books and publications, they of necessity attach, then, to any and all published goods using that DESIGN mark and WORDMARK during the entire year 1981. Hence they both attach to this first publication, which is actually "WTH TWO"--TX-909-496. But as will be seen, there is ANOTHER publication, later in 1981, of the 1980-created "WTH ONE"--TX-733-487! And so the vague "1981" FIRST USE date allows BOTH trademarks to attach to BOTH literary works! ================================================================== 1 April 1981 Attorney Sherman Lenske--later co-founder and Special Director of CST--purportedly begins handling "all aspects of estate planning" for L. Ron Hubbard, according to his own court-filed Declaration. "The Way to Happiness" BOOK PUBLISHED: TX-733-487; "WTH ONE" CREATION DATE 1980 LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: DATE PUBLISHED: Identifying Number: TX-733-487 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1980 Date of Publication DPUB: Wednesday, 1 April 1981 Different Authors on Application APAU: L. Ron Hubbard. ANNOTATION: Here, less then two months after the publication of "WTH TWO" is the first publication of the ORIGINAL 1980-created literary work "WTH ONE"--TX-733-487! But "WTH TWO" is already in publication! [See entry immediately above for 11 February 1981.] The outline to date of the histories of "WTH ONE" and "WTH TWO:" A. "WTH ONE" TX-733-487 was created FIRST, about 15 November 1980. B. "WTH TWO" TX-909-496 was created SECOND, about 15 January 1981. C. "WTH TWO" TX-909-496 was published FIRST, 11 February 1981. D. "WTH ONE" TX-733-487 was published SECOND, 1 April 1981. There is no IMPRINT information for this publishing of "WTH ONE," so there is no way to determine from the record who the publisher of this edition is. We can only guess that it was published by Regent House, Ltd., but can find no copies to verify. This is yet further indication for a criminal investigation that can penetrate the silences built into the record by the participating parties. So at this point in 1981 there exist TWO (2) separate editions of "The Way to Happiness," BOTH published and being sold, both of them purportedly written by L. Ron HubbaRd, with no known commercial distinction being made to the public, and no known difference in the text of the separate versions. A purported "explanation" for the existence of two different versions--a flawed and very peculiar explanation indeed--is discovered later in this history, in a letter of 26 September 1982 [see below]. Note that the WORD MARK "The Way to Happiness" and the related DESIGN MARK now attach to THIS publication in 1981 for the Goods & Services designation of "books...featuring instruction, education and articles in the field of moral philosophy" and "books, booklets, printed instructional materials...pertaining to a non-religious personal moral code." We now have the cleverly engineered situation of these trademarks protecting and benefitting the "owner" of two separate-but-nearly identical, if not identical, literary works--and the successors of such owner. ================================================================== 22 April 1981 "The Way to Happiness" BOOK COPYRIGHT REGISTERED: TX-733-487; "WTH ONE;" CREATION DATE 1980 LOC/COPYRIGHT OFFICE FULL RECORD: Identifying Number: TX-733-487 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1980 Date of Publication DPUB: Wednesday, 1 April 1981 Date of Registration DREG: Wednesday, 22 April 1981 Different Authors on Application APAU: L. Ron Hubbard. Miscellaneous MISC: C.O. corres. LoC Essential Computer Info ECIF: 1/B/D//A ANNOTATION: The 1980-created "WTH ONE"--TX-733-487--is registered with the United States Copyright Office, as the record shows. L. Ron Hubbard is recorded as Claimant. Of interest is the fact that the claimant field does not have "ac" in it, which would indicate that the claimant is the author. Yet the name L. Ron Hubbard (with a period after it) is recorded alone in the "Different Authors on Application" field. It must be noted here that at the time of this registration, the word "HUBBARD" was already in use as a TRADEMARK--Serial Number 74140345, Registration Number 1734728--starting sometime in 1977 for: "publications; namely, books, course materials and manuals pertaining to religion, counselling, philosophy, education and study technology." This is fully explored in another report in this series on the words "L. Ron Hubbard" and "Hubbard" as trademarks, but it is mentioned here in relation to "The Way to Happiness," because it provides a possible device for using the trademark "Hubbard"--without saying so--in copyright registrations, prefixing it with an otherwise meaningless and uncontested "L. Ron." ================================================================== 3 May 1982 COPYRIGHTS TRANSFERRED: From ANDRE G. CLAVEL to L. RON HUBBARD; NO IDENTIFYING NUMBERS LOC/COPYRIGHT OFFICE RECORD: LoC Volume Number: V1906 LoC Volume Page Numbers: P1 LoC Database: (COHD) Date Executed: Monday, 03 May 1982 Date Recorded: Friday, 07 May 1982 Party 1 (Assignor/Transferrer): Andre G. Clavel Party 2 (Assignee/Transferree): L. Ron Hubbard LoC Notes: The Way to happiness & 1 other title. Copyright assignment Titles Transferred: The Way to happiness Identifying Number: NONE Titles Transferred: The Way to happiness jewelry design Identifying Number: NONE ANNOTATION: Here is the bizarre transfer of copyright, alluded to above, purportedly transferring two (2) copyrights from Andre G. Clavel to L. Ron Hubbard. It can only be characterized as bizarre for several reasons: 1. The United States Copyright Office has no record of any "The Way to happiness jewelry design" registered by or to Clavel. 2. The United States Copyright Office has no record of any "The Way to happiness" copyright registered by or to Clavel, in any classification, and there is no description whatsoever of whether this is for text, illustrations, or what. 3. The only place Clavel's name comes up in United States Copyright Office records in relation to "The Way to Happiness" is for "illustrations" in the registration of the 1981-created "WTH TWO"--TX-909-496--WHICH HAS NOT BEEN REGISTERED YET, AND WILL NOT BE REGISTERED UNTIL FOUR DAYS AFTER THIS PURPORTED TRANSFER OF COPYRIGHT [see entry below for 7 May 1982]. 4. There are no identifying numbers in this transfer of copyrights because Clavel has never claimed or registered any such copyrights. Although Clavel could have unregistered rights under law that he could transfer, there still is no description proffered for the ambiguous title "The Way to happiness" [sic]. For all anyone can tell, it could as well be for the entire text as it could for illustrations. This sort of mute duplicity is part of a well-established pattern that pervades so many things that are connected with CST. 5. See further absurdities in the registration record for 7 May 1982, immediately below. ================================================================== 7 May 1982 "The Way to Happiness" COPYRIGHT REGISTERED: TX-909-496; 1981 CREATION DATE, naming Clavel LOC/COPYRIGHT OFFICE FULL RECORD: Identifying Number: TX-909-496 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Physical Description PHYS: 1 v. Claimant. Author if "ac" in Field CLNA: L. Ron Hubbard Date of Creation DCRE: 1981 Date of Publication DPUB: Wednesday, 11 February 1981 Date of Registration DREG: Friday, 7 May 1982 Different Authors on Application APAU: entire text: L. Ron Hubbard; entire ill.: Andre G. Clavel. LoC Essential Computer Info ECIF: 1/B/D ANNOTATION: Now the 1981-created "WTH TWO"--TX-909-496--is registered with the United States Copyright Office, a full year and three weeks after the registration of "WTH ONE" [see entry for 22 April 1981, above], and four days after the purported "transfer of copyright" from Clavel to Hubbard [see entry for 3 May 1982, immediately above.] Once again, the Claimant in the Copyright Office record is L. Ron Hubbard, but, once again, with no "ac" in the field. And once again the entire text is attributed to L. Ron Hubbard. One glaring absurdity is that Clavel is credited with authorship for illustrations in this registration when he purportedly has just transferred his "copyrights" for an undescribed interest in "The Way to happiness" to Hubbard just four days earlier. If that transfer were of Clavel's complete right, title and interest in the illustrations, then Clavel has no claim whatsoever, and there would be no reason to list his name in the "Authors on Application" field. It is entirely superfluous. For all these reasons, we consider this entire inclusion of the Clavel name, and the earlier Clavel transfer, to be little more than another red herring and another effort to cloud the record. ================================================================== 10 May 1982 L. Ron Hubbard purportedly "transfers" eight (8) trademarks to the Lenske, Lenske & Heller-created corporation, Religious Technology Center. (As we proved in the first two reports in this series, this was NOT a transfer of all right, title and interest in the trademarks, but instead a form of license to RTC. See our reports: "Scientology Trademark Series 01 INTRODUCTION" and "Scientology Trademark Series 02 TRANSFER OR FRAUD?" for complete evidence and analysis.) Of note to this particular report, no "Way to Happiness"-related trademarks are included in the transaction, and L. Ron Hubbard has not registered the "Way to Happiness" trademarks with the United States Patent and Trademark Office. At the time of this transaction, Sherman Lenske purports to be representing L. Ron Hubbard in all matters related to Hubbard's estate. ================================================================== 28 May 1982 INCORPORATED: Church of Spiritual Technology (CST) ANNOTATION: Co-founded by Sherman Lenske, former IRS Assistant to Commissioner Meade Emory, Leon Misterek, and Lyman Spurlock. Special Directors for life: Sherman Lenske, Stephen Lenske, and Lawrence E. Heller. ================================================================== 26 September 1982 LETTER: From JOANN MILAN, Strategic Book Marketing Unit, to "PUBLISHER, RHL [Regent House, Ltd.]," starting "Re: TWTH [The Way to Happiness] Hardcover; Dear Virgil". The letter is typed on "Strategic Book Marketing Unit" stationery. ANNOTATION: This letter is apparently to Virgil Wilhite as the head of Regent House, Ltd. The letter discusses points that "need handling" on a submission for the cover and dustjacket design and text to be used with a hardcover edition of "The Way to Happiness" being published by Regent House, Ltd. Of greatest interest in the letter are places where Milan quotes what she refers to exactly as "the points that * brings up in his advices." According to numerous sources, the "*" was an "insider" reference to L. Ron Hubbard, and the infamous "advices" were unsigned, unattributed, typed orders that began to come down from an unknown source in the early '80s, and began to control entire sectors of Scientology. Here are all the quotes from purported L. Ron Hubbard "advices" that Milan cites in her letter (all ellipses [...] in original): "Keep any mention of church or religion out of any part of this book or this code..." "One does NOT tell somebody to read this book and follow it and become moral: that is what the old religionists did. ...Instead, one tells the person (and follows this in all posters and ads and sales talks): 'Help those around you on their way to happiness.'" "Each of the above editions requires special and different marketing." All purportedly from "L. Ron Hubbard" in "advices" The last "advice" quoted above is in the following context in the letter, in a final "P.S.S." from Milan: "'Each of the above editions requires special and different marketing,' per the advices. You might want to mention how this is being done in your CSW [Completed Staff Work], and explain that this edition is for Scientologists only and why. Because right now, it looks like you are not following the first page of his advices at all." This is the only known specific reference to the publication of TWO SEPARATE editions--at least one, if not both, of them being published by Regent House, Ltd.--and of one of these being marketed to "Scientologists only." The implications of just this one written admission--that this supposedly NON-RELIGIOUS work is being published and marketed, using Scientology organizations, executives, staff, public, and contractors, in a special edition that somehow is for the religious body of "Scientologists only"--are so far-reaching as to defy easy statement of them all. It is prima facie evidence of the most egregious fraud and duplicity on the part of all knowing principals. Is this described and admitted fraud, though, supposed to be the total explanation for the existence of "WTH ONE" and "WTH TWO"? Or is it even worse: is this merely an elaborate ruse or "shore story" cooked up to placate the rank-and-file SCIENTOLOGY executives and staff and contractors working on "The Way to Happiness," who were actually being manipulated in a massive double-dip fraud, for the purpose of splitting off revenues from ALL editions and related properties into two separate coffers? It appears to all investigators working on this to likely be the latter. But here is yet another strange fact concerning this letter: referencing our first entry in this history about a 1978 book also called "The Way to Happiness," by Iverna Tompkins, and published by Logos International, we find in this letter the following intriguing commentary by Ms. Milan, referring to a cover design: "I think one of the problems is that the type of design is reminiscent of the religious-spiritual cards they sell in stationary stores, (a similar kind of photography and colors) and also of certain books and photos published by Logos, which is a religious publishing firm, which operates a bookstore chain. We would not want it positioned with that." We leave the reader to ponder who else already knew about Logos International, who might have directed Milan's attention there, and why they weren't mentioning anything about a 1978 Logos book called "The Way to Happiness" by Iverna Tompkins. But this still isn't over: there is a later transfer of copyright of the Irvana Tompkins book, and that--recorded at 9 March 1983 in this history--provides yet another twist of almost incredible duality and coincidences. ================================================================== 1 c. November c. 1982 "The Way to Happiness" HARDCOVER EDITION PUBLISHED, Regent House, Ltd., Library of Congress Catalogue Card Number: 82-61981; ISBN: 0-9605930-8-X. ANNOTATION: We have been loaned a copy of this hardcover edition of this book (no dustjacket) as published by Regent House, Ltd., and it, with the letter referenced above, are the only evidence we have of its very existence, because no such book is listed either with the United States Library of Congress or the United States Copyright Office, even though the book carries both LoC Catalog card number and ISBN, as listed in the event in brief at the top of this entry. On the same page with the LoC Catalog Card Number and ISBN, we find the following copyright notice: "Copyright 1981, 1982 by L. Ron Hubbard. All Rights Reserved." The earliest copyright date in the copyright notice being 1981 attaches this edition to "WTH TWO"--the 1981 Hubbard/Clavel version; TX-909-496. But this hardback edition does not carry Clavel's illustrations; it is illustrated entirely with photos. The 1982 copyright date is assumed to be the year of publication, and hence this estimated date of 1 November 1982 for publication, since publication had to have come AFTER the 26 September 1982 Joann Milan letter, in the entry immediately above. This has stood out as among the most disturbing of all developments in this investigation, because no investigator can account for the eradication or non-recording in the Library of Congress of the LoC Catalog Card Number and ISBN of this book except by inside cooperation at the highest levels of government. But this is not the only indication of such government collusion, as will be seen with the IRS Closing Agreement at 1 October 1993 [see]. ================================================================== 9 March 1983 COPYRIGHT ASSIGNMENT EXECUTED LOC/COPYRIGHT OFFICE FULL RECORD: LoC Volume Number: V1972 LoC Volume Page Numbers: P485 LoC Database: (COHD) Date Executed: 9 March 1983 Date Recorded: 31 May 1983 Party 1 (Assignor/Transferrer): Bridge Publishing, Inc. Party 2 (Assignee/Transferree): Iverna Tompkins. Titles Transferred: The Way to happiness. By Iverna Tompkins. ANNOTATION: Here ends the trail of the Iverna Tompkins book called "The Way to Happiness," and in a coincidence too bizarre to comprehend, the assignor is "Bridge Publishing, Inc." This is NOT "Bridge Publications, Inc.," but, instead, as far as we can determine, is a religious publishing firm that inherited works from Logos International, then transferred the rights in the book back to the author. Although the timing and coincidences in names are extremely suspect, our resources limit further investigation, and we must leave it to successor investigators--and hopefully prosecutors--to determine what, if any, connection lies deeper in this intriguing and suspicious set of unimaginable coincidences. ================================================================== 31 July 1984 INCORPORATED: THE WAY TO HAPPINESS INTERNATIONAL (a.k.a. "THE WAY TO HAPPINESS FOUNDATION") CURRENT (2001) CALIFORNIA CORPORATE RECORD: THE WAY TO HAPPINESS INTERNATIONAL Number: C1314405 Date Filed: 7/31/1984 Status: active Jurisdiction: California Mailing Address 6381 HOLLYWOOD BLVD STE 250 LOS ANGELES, CA 90028 Agent for Service of Process SHERMAN LENSKE 6400 CANOGA AVE STE 315 WOODLAND HILLS, CA 91367-2491 EARLIER "CORPORATE RECORD," PUBLISHED IN USENET: NAME: THE WAY TO HAPPINESS FOUNDATION TYPE OF CORPORATION: ARTICLES OF INCORPORATION (DOMESTIC) CORPORATE CLASSIFICATION: PUBLIC BENEFIT CORPORATE STATUS: ACTIVE DATE OF INCORPORATION/QUALIFICATION: 07/31/1984 MAILING ADDRESS: 6324 SUNSET BLVD LOS ANGELES, CA 90028 REGISTERED AGENT: LAURIE ZURN REGISTERED OFFICE: 6324 SUNSET BLVD LOS ANGELES, CA 90028 PRESIDENT: LAURIE ZURN 6324 SUNSET BLVD LOS ANGELES, CA 90028 STATEMENT OF OFFICERS FILE NUMBER: 404928 STATEMENT OF OFFICERS FILE DATE: 09/15/94 CORPORATE NUMBER: 1314405 ANNOTATION: We could find no record in the current 2001 California corporate records for anything called exactly "THE WAY TO HAPPINESS FOUNDATION," yet this is the name of the public-benefit but NON-RELIGIOUS corporation that was later granted tax-exempt status in the 1 October 1993 IRS/Scientology Closing Agreement. What we found in California Corporate records is the first record reproduced above for "THE WAY TO HAPPINESS INTERNATIONAL," but carrying the exact same CORPORATE NUMBER and the exact same DATE OF INCORPORATION as are in the second record of unknown origin, reproduced above, for "THE WAY TO HAPPINESS FOUNDATION." We must assume, pending further verification, that the name "THE WAY TO HAPPINESS FOUNDATION" is a d.b.a. for "THE WAY TO HAPPINESS INTERNATIONAL." We do not know where the source of the second corporate record, above, found a record for "THE WAY TO HAPPINESS FOUNDATION," per se, but we reproduce it here for further reference and possible further investigation. It is of interest to note that the "FOUNDATION" record did not have the name of CST Special Director Sherman Lenske associated with it, but the current 2001 California corporate record for "THE WAY TO HAPPINESS INTERNATIONAL" has Lenske listed as Registered Agent. At the time of its incorporation, Sherman Lenske was already Special Director of CST. It is very likely that Lenske and/or his partners and fellow-Special Directors of CST--brother Stephen Lenske and Lawrence E. Heller--were instrumental in the creation of this corporation, which should be thoroughly explored as part of any deeper investigation into these matters. ================================================================== 20 November 1984 "The Way to Happiness" paperback BOOK PUBLISHED (Bridge Publications, Inc.); "Previously registered" cites TX-733-487. LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: PUBLICATION: Identifying Number: TX-1-917-611 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Date of Publication DPUB: Tuesday, 20 November 1984 Different Authors on Application APAU: compilation, ill.: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1981, TX 733-487. Limitations. New Matter in Claim LINM: NM: "compilation of text by L. Ron Hubbard and illustrations by C S I." ANNOTATION: Here is the first edition of "The Way to Happiness" known to be published by Bridge Publications, Inc.--of which CST Special Director Lawrence E. Heller is Registered Agent. And here begins the gimmick, described earlier, of claiming cite to BOTH earlier versions--WTH ONE and WTH TWO: Note that this record claims "Previously Registered Related" as being TX-733-487--"WTH ONE." The record states correctly that TX-733-487 was PREVIOUSLY REGISTERED in 1981. But that is NOT its date of creation, and so NOT the origin of its copyright. Its DATE OF CREATION, and so the origin of its copyright, is 1980. Yet there is no reference to 1980 in THIS Copyright Office record. This distinction cannot be stressed enough. By having available in the record only the REGISTRATION DATE of 1981, and NOT the CREATED DATE of 1980, the casual browser of this record is impressed with the 1981 REGISTRATION DATE, and has no visible reference to the 1980 CREATION DATE. (That can be found only in the ORIGINAL REGISTRATION RECORD for TX-733-487--"WTH ONE." See registration record at 22 April 1981, above.) This becomes an important omission: We have a copy of this small paperback 1984 book in hand. And an inspection of its inside cover reveals the following claim: "Copyright (c) 1981, 1984 by L. Ron Hubbard. All Rights Reserved." The fact of the PUBLISHED COPYRIGHT NOTICE claiming 1981 as the earliest date of copyright is tantamount to claiming a 1981 CREATION DATE. This subtle and virtually undetectable device attaches the published work to the 1981-CREATED TX-909-496--"WTH TWO." The Copyright Office record, on the other hand, claims its heritage for the text of the book to be the 1980-CREATED TX-733-487-- "WTH ONE." And BOTH versions are registered with the United States Copyright Office. Once again, in a proven pattern, almost imperceptible minutia effect a duality of purpose and intent. This Bridge Publications, Inc. edition, then, attaches to both copyrighted works: TX-733-487--"WTH ONE," and TX-909-496--"WTH TWO." As will be seen in the next entry, within only weeks of the date of publication of this 1984 Bridge Publications paperback edition "The Way to Happiness Foundation" is being operated as follows: The Way to Happiness Foundation 3540 Wilshire Boulevard, Suite 320 Los Angeles, California 90010 But the postage-paid ordering card bound into our copy of this 1984 Bridge Publications, Inc. softcover edition of "The Way to Happiness" is a card with the printed address of: Concerned Businessmen's Association of America 3540 Wilshire Blvd., #320 Los Angeles, California 90010 That is exactly the same address. ================================================================== 15 December 1984 "The Way to Happiness" hardback BOOK PUBLISHED by BRIDGE PUBLICATIONS; "Previously registered" cites TX-733-487 LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: PUBLICATION: Identifying Number: TX-1-917-739 Title Proper TITL: The Way to happiness. Imprint Information IMPR: Los Angeles : Bridge Publications, c1984. Physical Description PHYS: 1 v. Date of Publication DPUB: Saturday, 15 December 1984 Different Authors on Application APAU: ill. & compilation: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1981, TX 733-487. Limitations. New Matter in Claim LINM: NM: "compilation of text by L. Ron Hubbard with illustrations by C S I." LOC CATALOG RECORD: LoC Control Number: 81050592 Type of Material: Book (Print, Microform, Electronic, etc.) Personal Name: Hubbard, L. Ron (La Fayette Ron), 1911- Main Title: The way to happiness. Published/Created: Los Angeles, CA : Bridge Publications, c1984. Description: 1 v. ca. 300 p. : ill. ; 24 cm. ISBN: 0884041735 Subjects: Conduct of life. Happiness. LoC Classification: BJ1581.2 .H725 1984 Dewey Class No.: 170/.44 19 CALL NUMBER: BJ1581.2 .H725 1984; Copy 1 ANNOTATION: Just as with the earlier Bridge-published paperback edition [see entry immediately above], we find cite in "Previously Registered Related" to TX-733-487--"WTH ONE." But a physical inspection of this 1984 hardbound book finds the following copyright notice: "Copyright (c) 1981, 1984 by L. Ron Hubbard. All Rights Reserved." The exact same duplicity is being used as with the paperback, detailed in the entry immediately above. At the time of this publication, the so-called "Way to Happiness Foundation" is being operated from 3540 Wilshire Boulevard, Suite 320, Los Angeles, California 90010. It is selling both the hardback editions, and 12-packs of the softcover booklets. A postage-paid ordering card with their address is bound into the Bridge Publications, Inc. hardbound edition, and another postage-paid ordering card is also included for ordering the books directly from Bridge Publications, Inc. ================================================================== Tuesday, 1 c. January c. 1985 "The Way to Happiness" LOGO/DESIGN TRADEMARK FIRST USE for "T-shirts and jackets." US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Filing Date March 9, 1995 Registration Date February 6, 1996 Goods and Services IC 025. US 022 039. G & S: T-shirts and jackets. FIRST USE: 19850000. FIRST USE IN COMMERCE: 19850000 ================================================================== 30 September 1986 "The Way to Happiness" COPYRIGHT REGISTERED: TX-1-917-611; 1984 Bridge Publications, Inc. paperback edition "The Way to Happiness" COPYRIGHT REGISTERED: TX-1-917-739; 1984 Bridge Publications, Inc. Hardback edition LOC/COPYRIGHT OFFICE FULL RECORD, 1984 PAPERBACK EDITION: Identifying Number: TX-1-917-611 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Notes NOTE: Cataloged from appl. Claimant. Author if "ac" in Field CLNA: Norman F. Starkey as the executor of the Estate of L. Ron Hubbard Date of Creation DCRE: 1984 Date of Publication DPUB: Tuesday, 20 November 1984 Date of Registration DREG: Tuesday, 30 September 1986 Different Authors on Application APAU: compilation, ill.: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1981, TX 733-487. Limitations. New Matter in Claim LINM: NM: "compilation of text by L. Ron Hubbard and illustrations by C S I." LoC Essential Computer Info ECIF: 1/B/D LOC/COPYRIGHT OFFICE FULL RECORD, 1984 HARDBACK EDITION: Identifying Number: TX-1-917-739 LoC Database: (COHM) Title Proper TITL: The Way to happiness. Imprint Information IMPR: Los Angeles : Bridge Publications, c1984. Physical Description PHYS: 1 v. Claimant. Author if "ac" in Field CLNA: Norman F. Starkey as the Executor of the Estate of L. Ron Hubbard Date of Creation DCRE: 1984 Date of Publication DPUB: Saturday, 15 December 1984 Date of Registration DREG: Tuesday, 30 September 1986 Different Authors on Application APAU: ill. & compilation: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1981, TX 733-487. Limitations. New Matter in Claim LINM: NM: "compilation of text by L. Ron Hubbard with illustrations by C S I." LoC Essential Computer Info ECIF: 1/B/L ANNOTATION: Note that the Claimant for both editions is Norman F. Starkey, and note the rest of Starkey's self-description. ================================================================== 12 March 1989 "The Way to Happiness" hardback BOOK PUBLISHED by BRIDGE PUBLICATIONS; "Previously registered" cites the 1984 Bridge Publications, Inc. hardback TX 1-917-739 [see entry for 15 December 1984, above], which cites TX-733-487 ("WTH ONE"--1980 CREATION DATE) LOC/COPYRIGHT OFFICE RECORD EXCERPT RE: PUBLICATION: Identifying Number: TX-2-549-353 Title Proper TITL: The Way to happiness : a common sense guide to better living. Imprint Information IMPR: Los Angeles : Bridge Publications, c1989. Physical Description PHYS: 333 p. Date of Publication DPUB: Sunday, 12 March 1989 Different Authors on Application APAU: some text, photos.: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1986, TX 1-917-739. Limitations. New Matter in Claim LINM: NM: "some text, photographs." LOC CATALOG RECORD: LC Control Number: 89152322 Type of Material: Book (Print, Microform, Electronic, etc.) Personal Name: Hubbard, L. Ron (La Fayette Ron), 1911- Main Title: The way to happiness : a common sense guide to better living. Published/Created: Los Angeles : Bridge Publications, c1989. Description: 333 p. : ill. ; 24 cm. ISBN: 0884044114 Notes: Written by L. Ron Hubbard. Subjects: Conduct of life. Happiness. LC Classification: BJ1581.2 .H725 1989 Dewey Class No.: 170/.44 20 CALL NUMBER: BJ1581.2 .H725 1989; Copy 1 ANNOTATION: This appears to be simply an updated 1989 edition of the 1984 Bridge Publications, Inc. hardcover edition--TX 1-917-739. But in referencing that edition, this 1989 version includes by reference the exact same dating device that embraces both "WTH ONE" and "WTH TWO," as fully described above [see entry for 20 November 1984]. ================================================================== 8 May 1989 "The Way to Happiness" COPYRIGHT REGISTERED: TX-2-549-353; 1989 Bridge Publications, Inc. Hardback edition LOC/COPYRIGHT OFFICE FULL RECORD: Identifying Number: TX-2-549-353 LoC Database: (COHM) Title Proper TITL: The Way to happiness : a common sense guide to better living. Imprint Information IMPR: Los Angeles : Bridge Publications, c1989. Physical Description PHYS: 333 p. Claimant. Author if "ac" in Field CLNA: Norman F. Starkey, trustee of the author's Family Trust-B d.b.a. L. Ron Hubbard Library Date of Creation DCRE: 1989 Date of Publication DPUB: Sunday, 12 March 1989 Date of Registration DREG: Monday, 8 May 1989 Different Authors on Application APAU: some text, photos.: Church of Scientology International, employer for hire. Previously Registered Related PREV: Prev. reg. 1986, TX 1-917-739. Limitations. New Matter in Claim LINM: NM: "some text, photographs." LoC Essential Computer Info ECIF: 1/B/L Cross References XREF: cFamily Trust-B. SEE L. Ron Hubbard Library. ANNOTATION: Note that the Claimant, again, is Norman F. Starkey, and note the rest of Starkey's self-description. ================================================================== Wednesday, 1 c. January c. 1992 "The Way to Happiness" LOGO/DESIGN TRADEMARK FIRST USE for "prerecorded video cassettes featuring instruction and education in the field of moral philosophy." US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Filing Date March 9, 1995 Registration Date February 6, 1996 Goods and Services IC 009. US 021 023 026 036 038. G & S: prerecorded video cassettes featuring instruction and education in the field of moral philosophy. FIRST USE: 19920000. FIRST USE IN COMMERCE: 19920000 ================================================================== Friday, 1 c. January c. 1993 "The Way to Happiness" LOGO/DESIGN TRADEMARK FIRST USE for "tote bags." US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Filing Date March 9, 1995 Registration Date February 6, 1996 Goods and Services IC 018. US 001 002 003 022 041. G & S: tote bags. FIRST USE: 19930000. FIRST USE IN COMMERCE: 19930000 ================================================================== 1 October 1993 The IRS/Scientology Closing Agreement is signed in which CST, Bridge Publications, Inc., and the so-called "Way to Happiness Foundation," among others, are all granted tax exemption. ANNOTATION: Norman F. Starkey, as Trustee of Author's Family Trust-B, is ordered in the Closing Agreement to "effectuate the transfer of SUBSTANTIALLY ALL [emphasis added] of the corpus and income in Author's Family Trust B...to the Church of Spiritual Technology ('CST') without consideration." As will be seen immediately in the very next entry, the phrase "substantially all" was apparently very carefully worded by the representatives of the Commissioner of IRS, having a direct and "substantially substantial" bearing on "The Way to Happiness." These are the representatives pertinent to this report who signed: Dated: October 1, 1993 [Signature] NORMAN F. STARKEY, Individual Member of CTCC Dated: October 1, 1993 CHURCH OF SPIRITUAL TECHNOLOGY By: [Signature: Monique Yingling] Title: POA [Power of Attorney] Dated: October 1, 1993 COMMISSIONER OF INTERNAL REVENUE SERVICE By: [Signature] John E. Burke, Assistant Commissioner, Employee Plans and Exempt Organizations Dated: October 1, 1993 COMMISSIONER OF INTERNAL REVENUE SERVICE By: [Signature] James J. McGovern, Associate Chief Counsel, Employee Benefits and Exempt Organizations ================================================================== 29 November 1993 COPYRIGHTS TRANSFERRED: from NORMAN F. STARKEY, TRUSTEE, AUTHOR'S FAMILY TRUST-B to CHURCH OF SPIRITUAL TECHNOLOGY (LOS ANGELES). LOC/COPYRIGHT OFFICE RECORD: LoC Volume Number: V2927 LoC Volume Page Numbers: P261 THRU 272 LoC Database: (COHD) Date Executed: Monday, 29 November 1993 Date Recorded: Monday, 13 December 1993 Party 1 (Assignor/Transferrer): Norman F. Starkey, trustee, Author's Family Trust-B Party 2 (Assignee/Transferree): Church of Spiritual Technology (Los Angeles) LoC Notes: Model of OT ship organization and operation based on 7 division system & 7,730 other titles. Transfer of copyright. FULL DOCUMENT RANGE: (In V2927 P238-724) Titles Transferred: The way to happiness Identifying Number: TX-733-487 ["WTH ONE," 1980 CREATION] Titles Transferred: The way to happiness Identifying Number: TX-1-917-611 [1984 BPI paperback] Titles Transferred: The way to happiness Identifying Number: TX-1-917-739 [1984 BPI hardback] Titles Transferred: The way to happiness Identifying Number: TX-2-549-353 [1989 BPI hardback] ANNOTATION: The four titles with their identifying numbers, above, are the only titles with "The Way to Happiness" in them that could be found among the 7,731 titles transferred by Starkey to CST. The first one in the list is TX-733-487, "WTH ONE." The Claimant on that registration had been L. Ron Hubbard. [See entry for registration at 22 April 1981.] The other three are the Bridge Publications, Inc. editions, all of which Starkey had registered himself [See entries for 30 September 1986 and 8 May 1989, above.] But something is notably missing: "WTH TWO"--TX-909-496. It is not among the transferred copyrights. Yet it was registered with the United States Copyright Office on 7 May 1982 [see above], supposedly by L. Ron Hubbard. So it should be part of his Estate. And his Estate has been, at all relevant times, in the care and control of Norman F. Starkey, and of L. Ron Hubbard's and Norman F. Starkey's representative--attorney and CST Special Director Sherman Lenske. So where is TX-909-496? From the evidence of the record, it is still in the possession and control of Norman F. Starkey--who, after all, was only ordered by the Commissioner of IRS to transfer "SUBSTANTIALLY ALL" of the corpus of Author's Family Trust-B to CST. ================================================================== Thursday, 9 March 1995 "The Way to Happiness" LOGO/DESIGN TRADEMARK FILED US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Filing Date March 9, 1995 Registration Date February 6, 1996 ================================================================== Tuesday, 6 February 1996 "The Way to Happiness" LOGO/DESIGN TRADEMARK REGISTERED US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 74644070 Registration Number 1954851 Type of Mark TRADEMARK Mark Drawing Code (2) DESIGN ONLY [DESIGN: SUN AND PATH IN CIRCLE] Filing Date March 9, 1995 Registration Date February 6, 1996 ================================================================== 27 February 1996 COPYRIGHTS TRANSFERRED: From CHURCH OF SCIENTOLOGY INTERNATIONAL (CSI) to CHURCH OF SPIRITUAL TECHNOLOGY (CST) LOC/COPYRIGHT OFFICE RECORD: LoC Volume Number: V3229 LoC Volume Page Numbers: P209 THRU 220 LoC Database: (COHD) Date Executed: Tuesday, 27 February 1996 Date Recorded: Friday, 19 April 1996 Party 1 (Assignor/Transferrer): Church of Scientology International Party 2 (Assignee/Transferree): Church of Spiritual Technology LoC Notes: Scientology drug rundown auditor course & 1,030 other titles; religious works. Author or co-author, Church of Scientology International, derived from or based upon literary works of L. Ron Hubbard a.k.a. Lafayette Ronald Hubbard. Assignment. FULL DOCUMENT RANGE: (In V3229 P151-220) Titles Transferred: The way to happiness; paperback Identifying Number: TX 1-917-611 (1984) Titles Transferred: The way to happiness; hardback Identifying Number: TX 1-917-739 (1984) Titles Transferred: The way to happiness 1989 [hardback] Identifying Number: TX 2-549-353 ANNOTATION: Apparently this transfer of copyrights from CSI to CST is for text, compilation, illustrations, and photos, that CSI, as "employer for hire," had done for the three Bridge Publications, Inc. editions of "Way to Happiness." CSI's participation is recorded in the copyright records for each of the three Bridge editions. See above at entries for 20 November 1984, 15 December 1984, and 12 March 1989 [see all.] ================================================================== Monday, 7 December 1998 "The Way to Happiness" WORDMARK TRADEMARK FILED US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 75601077 Registration Number 2380572 Word Mark THE WAY TO HAPPINESS Type of Mark TRADEMARK Mark Drawing Code (1) TYPED DRAWING Filing Date December 7, 1998 Registration Date August 29, 2000 ================================================================== Tuesday, 29 August 2000 "The Way to Happiness" WORDMARK TRADEMARK REGISTERED US PATENT AND TRADEMARK OFFICE RECORD EXCERPT: Serial Number 75601077 Registration Number 2380572 Word Mark THE WAY TO HAPPINESS Type of Mark TRADEMARK Mark Drawing Code (1) TYPED DRAWING Filing Date December 7, 1998 Registration Date August 29, 2000 ================================================================== So completes the preliminary history and analysis of our investigation into "The Way to Happiness," its trademarks, and its associated copyrights. We must pause from the somewhat disassociated analysis of recorded fact to observe, as all too mortal human beings, that during our investigation, we could not help but notice the ineffable hypocrisy embodied in the high-ground "morality" claimed for this work, contrasted against so much evidence of coldly calculated, plotting, premeditated amorality and fraud surrounding it. Our further notice of the use of children and child-related social groups to drive up sales of the work has been almost too repulsive to long consider. Though these observations are the only the private sentiments of investigators working on much more mundane and pragmatic records and facts, we could not leave this report without commenting on it. But sentiment aside, the record itself is so fraught with duplicity and deviousness and prima facie evidence of fraud that we felt it incumbent upon us to place this information into the broadest possible public forum, pending our organization and presentation of our full investigation results into Executive Summaries for the involved, responsible, and affected branches and departments and offices of the federal government, as well as presentation to media and affected commercial institutions. Because of apparent complicity, collusion, and active participation by Commissioner of IRS and/or his representatives in the carefully-worded language of the then-secret Closing Agreement, we conclude that all of the foregoing--particularly in consideration of many other pertinent and related facts that have emerged in our investigation, and which are recorded elsewhere in this series--commands immediate attention by federal prosecutors and the Legislative Branch. We therefore urge all recipients of this report to immediately forward it to their own Representatives and to any and all appropriate government officials by registered mail, or in such other manner as NOTICE cannot be denied or circumvented.