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The Tolkien Estate is the legal body which manages the property of the English writer
J. R. R. Tolkien John Ronald Reuel Tolkien (, 3 January 1892 – 2 September 1973) was an English writer and philologist. He was the author of the high fantasy works ''The Hobbit'' and ''The Lord of the Rings''. From 1925 to 1945, Tolkien was the Rawlinson ...
, including the copyright for most of his works. The individual copyrights have for the most part been assigned by the estate to subsidiary entities such as the J. R. R. Tolkien Discretionary Settlement and the Tolkien charitable trust. The various holdings of the Tolkien family, including the estate, have been organized under The Tolkien Company, the directors of which were
Christopher Tolkien Christopher John Reuel Tolkien (21 November 1924 – 16 January 2020) was an English and naturalised French academic editor and writer. The son of the author and academic J. R. R. Tolkien, Christopher edited 24 volumes based on his father's P ...
until August 2017 and his wife Baillie Tolkien, and J. R. R. Tolkien's grandson Michael George Tolkien. The executors of the estate were Christopher Tolkien (died 16 January 2020), who was sole literary executor, and (succeeding J.R.R. Tolkien's lawyer Frank Williamson) Cathleen Blackburn of Maier Blackburn, who has been the estate's solicitor for many years.


Rights to ''The Hobbit'' and ''The Lord of the Rings''

Exclusive worldwide rights to motion picture, merchandising, stage and other rights in certain literary works of
J. R. R. Tolkien John Ronald Reuel Tolkien (, 3 January 1892 – 2 September 1973) was an English writer and philologist. He was the author of the high fantasy works ''The Hobbit'' and ''The Lord of the Rings''. From 1925 to 1945, Tolkien was the Rawlinson ...
including ''
The Hobbit ''The Hobbit, or There and Back Again'' is a children's fantasy novel by the English author J. R. R. Tolkien. It was published in 1937 to wide critical acclaim, being nominated for the Carnegie Medal and awarded a prize from the ...
'' and ''
The Lord of the Rings ''The Lord of the Rings'' is an Epic (genre), epic high fantasy novel written by English author and scholar J. R. R. Tolkien. Set in Middle-earth, the story began as a sequel to Tolkien's 1937 children's book ''The Hobbit'' but eventually d ...
'' were sold by Tolkien himself to
United Artists United Artists (UA) is an American film production and film distribution, distribution company owned by Amazon MGM Studios. In its original operating period, it was founded in February 1919 by Charlie Chaplin, D. W. Griffith, Mary Pickford an ...
in 1969, reportedly for a small amount,Focus: Tolkien sold film rights to Lord of the Rings to avoid taxman
. ''The Times'' 15 December 2002 (retrieved 2018-05-23).
and are currently owned by Middle-earth Enterprises (formerly Tolkien Enterprises), inc., an
Embracer Group Embracer Group AB (formerly Nordic Games Licensing AB and THQ Nordic AB) is a Swedish video game and media holding company based in Karlstad. The company comprises 8 operative groups: Amplifier Game Invest, CDE Entertainment, Coffee Stain Studi ...
subdivision, although some rights were retained such as television series of eight or more episodes.


Legal issues


Film royalties

In February 2008,
the Tolkien Trust The Tolkien Trust is a British charity founded in 1977 that manages the money received from J. R. R. Tolkien's estate (the Tolkien Estate). Specifically, the trust enables its trustees, the members of Tolkien family, Tolkien's family, to donate reg ...
sued
New Line Cinema New Line Productions, Inc., Trade name, doing business as New Line Cinema, is an American film production, film and television production company that is a subsidiary of Warner Bros. Motion Picture Group, a division of the Major film studios, ...
, the studio behind the ''Lord of the Rings'' trilogy, for £75 million claiming they had not received "even one penny" from the films. A request for punitive damages was denied in September. The case was resolved out of court the following year on September 8, with the terms not made public. In a
press release A press release (also known as a media release) is an official statement delivered to members of the news media for the purpose of providing new information, creating an official statement, or making an announcement directed for public releas ...
, Christopher Tolkien stated: "The Trustees regret that legal action was necessary, but are glad that this dispute has been settled on satisfactory terms that will allow the Tolkien Trust properly to pursue its charitable objectives. The Trustees acknowledge that New Line may now proceed with its proposed films of ''The Hobbit''".


Gambling devices

In November 2012 in the
United States District Court for the Central District of California The United States District Court for the Central District of California (in case citations, C.D. Cal.; commonly referred to as the CDCA or CACD) is a United States district court, federal trial court that serves over 19 million people in South ...
, Fourth Age Limited (later Tolkien Estate, Ltd) and other plaintiffs sued several
Warner Bros. Warner Bros. Entertainment Inc. (WBEI), commonly known as Warner Bros. (WB), is an American filmed entertainment studio headquartered at the Warner Bros. Studios complex in Burbank, California and the main namesake subsidiary of Warner Bro ...
affiliates alleging
copyright infringement Copyright infringement (at times referred to as piracy) is the use of Copyright#Scope, works protected by copyright without permission for a usage where such permission is required, thereby infringing certain exclusive rights granted to the c ...
,
breach of contract Breach of contract is a legal cause of action and a type of civil wrong, in which a binding agreement or bargained-for exchange is not honored by one or more of the parties to the contract by non-performance or interference with the other part ...
, and seeking declaratory relief, arguing that the defendants exceeded the scope of their rights.https://www.scribd.com/document/153237062/Tolkien-Order - Fourth Age Limited et al. v. Warner Bros. Digital Distribution Inc et al. The suit alleged that by producing gambling and video games using his characters, the parties had ignored the limitations of the rights purchased more than four decades prior in 1969, contending the original licence to Tolkien's works was limited to the right to sell "tangible" products such as "figurines, tableware, stationery items, clothing, and the like", but did not cover "electronic or digital rights, rights in media yet to be devised or other intangibles such as rights in services". Tolkien's estate claimed that the defendants actions had caused "irreparable harm to Tolkien's legacy". In March 2013, the Saul Zaentz Co. (doing business as Middle-earth Enterprises), the rightsholder for the ''Lord of the Rings'' and ''Hobbit'' properties, filed an amended counterclaim against Fourth Age for declaratory relief, breach of the
implied covenant of good faith and fair dealing In contract law, the implied covenant of good faith and fair dealing is a general presumption that the parties to a contract will deal with each other honestly, fairly, and in good faith, so as to not destroy the right of the other party or parti ...
, and ''
quantum meruit is a Latin phrase meaning "what one has earned". In the context of contract law, it means something along the lines of "reasonable value of services". In the United States, the elements of ''quantum meruit'' are determined by state common law. ...
''. The Warner Parties filed an amended counterclaim against Fourth Age for breach of contract and declaratory relief. The Tolkien Estate et al. attempted to block these countersuits under California's anti- SLAPP statute, claiming that Warner Brothers was interfering with their right to petition under the First Amendment to the US Constitution. On 11 July 2013, US District Judge Audrey Collins denied a motion to dismiss, disagreeing that what Warner Brothers was doing was making "disguised claims for malicious prosecution" and wrote "these claims arise out of the parties' divergent understanding of the Warner Parties' and Zaentz's rights to The Lord of the Rings and The Hobbit. They are routine contract-based claims and counterclaims". In October 2015 the Court of Appeals for the Ninth Circuit upheld that ruling. The lawsuit was confidentially settled in July 2017.


''The Lord of the Rings: The Rings of Power''

In November 2017,
Amazon Amazon most often refers to: * Amazon River, in South America * Amazon rainforest, a rainforest covering most of the Amazon basin * Amazon (company), an American multinational technology company * Amazons, a tribe of female warriors in Greek myth ...
acquired the global television rights to ''The Hobbit'', ''The Lord of the Rings'', and its appendices, found at the end of ''The Return of the King''. Amazon committed to a multi-season television series titled '' The Lord of the Rings: The Rings of Power''. It features stories that are set in the Second Age. Amazon said the deal included potential for spin-off series as well. The press release referred to "previously unexplored stories based on J.R.R. Tolkien's original writings". Amazon is the producer in conjunction with the Tolkien Estate and
The Tolkien Trust The Tolkien Trust is a British charity founded in 1977 that manages the money received from J. R. R. Tolkien's estate (the Tolkien Estate). Specifically, the trust enables its trustees, the members of Tolkien family, Tolkien's family, to donate reg ...
,
HarperCollins HarperCollins Publishers LLC is a British–American publishing company that is considered to be one of the "Big Five (publishers), Big Five" English-language publishers, along with Penguin Random House, Hachette Book Group USA, Hachette, Macmi ...
and
New Line Cinema New Line Productions, Inc., Trade name, doing business as New Line Cinema, is an American film production, film and television production company that is a subsidiary of Warner Bros. Motion Picture Group, a division of the Major film studios, ...
.


Christopher Tolkien's resignation

In August 2017, at age 93, Christopher Tolkien resigned as a director of the Tolkien Estate and the Tolkien Trust, while remaining as the literary executor. He died on 16 January 2020 at the age of 95.


References


External links

*
Tolkien Trust v. New Line Cinema Corp.
{{Use Oxford spelling, date=November 2017 Intellectual property organizations J. R. R. Tolkien