Anderson v. the Augusta Chronicle
Anderson v. the Augusta Chronicle
Opinion of the Court
In this defamation action, Tom Anderson appeals a directed verdict in favor of The Augusta Chronicle and Morris Communications, Inc. (collectively “The Chronicle”). We reverse and remand for a new trial.
FACTS/PROCEDURAL HISTORY
In 1996, Tom Anderson ran unsuccessfully for a seat in the South Carolina House of Representatives. During the campaign, two hurricanes hit the coast of North Carolina; Anderson, a claims adjuster specializing in natural disasters, traveled to North Carolina to process insurance claims. As a result, Anderson was out of the state for ten weeks of the election season.
The next year, following redistricting, Anderson prepared to run again in a special election for the same House seat. Chad Bray, a reporter for The Chronicle, phoned Anderson twice to discuss the previous campaign. On April 6, 1997, The Chroni
The Democrats [sic] best hope — other than Mr. Clybum— may be Tom Anderson. He’s expected to seek a rematch against state Rep. Roland Smith, R-Langley, Mr. Brown said.
Mr. Anderson took 32 percent of the vote in District 84 when he ran against Mr. Smith in 1996, even though he was out of the area with the National Guard during the final weeks of the election.
At some point thereafter, Anderson announced his candidacy and again spoke with Bray by phone. According to Anderson, the subject of his absence during the 1996 campaign did not come up during the call. On June 3, The Chronicle published another article by Bray about the special election. In pertinent part, the article stated:
Mr. Anderson, a Bath property appraiser, said he felt cheated after being called away for National Guard duty in the last month before the 1996 general election. Mr. Smith eventually won with 67 percent of the vote to Mr. Anderson’s 33 percent.
Anderson, who asserts he never told Bray he worked with the National Guard, did not contact The Chronicle following publication of either article to request a retraction or correction.
The following September, John Boyette, The Chronicle’s Aiken Bureau Chief, contacted Anderson and asked if he was planning to withdraw from the race since he had been “proven” a liar for stating he was working for the National Guard in 1996. Anderson told Boyette Bray must have misunderstood when he said he had worked for the National Flood Insurance Program (NFIP), an insurance adjuster program operated under the auspices of the Federal Emergency Management Agency (FEMA). The Chronicle published Boyette’s article, headlined “GOP wants Anderson out of House race,” on September 18. The subheading read: “Clearwater Democratic candidate is accused of lying about his National Guard service.” This article stated in part:
The South Carolina Republican Party called for Tom Anderson to drop out of the House District 84 race Wednes*468 day, charging that the Clearwater Democrat lied about service in the National Guard.
The South Carolina National Guard has no record of Mr. Anderson’s ever serving, said Trey Walker, state GOP executive director. In a faxed statement, Mr. Walker said Mr. Anderson “should immediately dishonorably discharge himself from the race.”
The Augusta Chronicle reported in June that Mr. Anderson said he felt cheated after being called away for National Guard duty in the last month before the 1996 general election ....
Mr. Anderson, however, denied Wednesday that he ever told The Chronicle that he had served in the National Guard. Instead, he said, he spent more than two months in North Carolina doing damage appraisals for the National Flood Insurance Group after two hurricanes hit the coast. Last fall, National Guard units were called on to assist victims of Hurricane Fran in eastern North Carolina.
Mr. Anderson was drafted into the Army, served in the Korean War and, after a two-year stint in Europe, was discharged in 1956.
The same day, an article appeared in the Aiken Standard with the headline, “Democrat responds to ‘misinformation.’ ” This article, by senior writer Carl Langley, recorded Anderson’s denunciation of The Chronicle’s allegations and quoted him as saying: “I’ve never been in the National Guard, and would have been a fool to make such a statement.” The article continued:
Anderson missed several weeks of the last campaign by working on insurance claims generated from Hurricane Fran in North Carolina.
“I was gone on two occasions during the 1996 campaign, and a lot of the insurance (claims) we worked on involved the National Flood Insurance Program,” said Anderson.
He speculated that the reporter for an Augusta newspaper couldn’t tell the difference between the national flood insurance program and the National Guard.
*469 Anderson said he told the reporter that during the last election he had to go to North Carolina in July and again in September and October to work on the insurance claims.
Other local papers also published articles concerning the controversy.
On September 26, Anderson received a telephone call from Pat Willis. Willis told Anderson she was working on an article for The Chronicle and requested proof that he was a government-approved insurance adjuster and that he had worked in North Carolina in 1996. Anderson subsequently faxed Willis several documents, including a letter on FEMA/ NFIP stationery approving his application for NFIP certified adjuster status.
Despite this information, on October 1 The Chronicle published an editorial with the headline “Let the liar run.” Written by Phil Kent, The Chronicle’s editorial page editor, the piece stated in full:
Clearwater Democrat Tom Anderson, running in November’s court-ordered special election for South Carolina’s House District 84 seat, has been exposed as a liar.
He told this newspaper he was called away to National Guard duty in the last weeks of the 1996 election, his first race against incumbent state Rep. Roland Smith, R-Langley. (Anderson lost by a decisive margin.)
It turns out, however, the state Guard has no record of Anderson ever serving — either then or any other time.
State GOP director Trey Walker, saying Anderson has dishonored himself and the National Guard, demands that-the Democrat withdraw from the race. Walker’s right about the dishonor, but what about the withdrawal?
If Anderson is the best Democrats can come up with, they still have every right to run him. There’s nothing in the election rules that says a political party can’t nominate for public office a candidate who, in effect, lies on his resume.
We are confident that an informed electorate won’t vote into office a proven prevaricator. After all, he doesn’t even have the long robes of one of A1 Gore’s Buddhist monks to hide behind!
The Chronicle subsequently printed a “Clarification” on October 29:
Tom Anderson, Democratic candidate in this year’s special election for the South Carolina House District 84 seat, said he was called away from the Aiken area just before the 1996 election for the post to work for the National Flood Insurance Program. Mr. Anderson also said he was misquoted in [the] June 2 story in The Augusta Chronicle.
The paper also published Anderson’s response as a Letter to the Editor on November 2.
Anderson ultimately filed a complaint for libel, amended March 8, 1999, alleging The Chronicle published false statements in Kent’s editorial dated October 1, 1997. At a trial held October 11, 1999, The Chronicle moved for a directed verdict at the close of Anderson’s case. The trial court orally granted the motion on October 12, finding Anderson failed to show constitutional malice, and thereafter filed a form order judgment. This appeal followed.
LAW/ANALYSIS
Standard of Review
When deciding a motion for a directed verdict, the trial court “must view the evidence and all reasonable inferences in the light most favorable to the non-moving party.” Swinton Creek Nursery v. Edisto Farm Credit, ACA, 334 S.C. 469, 476, 514 S.E.2d 126, 130 (1999); see Bell v. Evening Post Pub. Co., 318 S.C. 558, 459 S.E.2d 315 (Ct.App. 1995). If the evidence presented yields only one inference such that the trial court may decide the issue as a matter of law, the decision to grant the motion is proper. See Swinton, 334 S.C.
Whether a plaintiff has presented evidence sufficient to constitute actual malice is, in the first instance, a question of law for the trial court. See Elder v. Gaffney Ledger, 341 S.C. 108, 533 S.E.2d 899 (2000); Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 254, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986) (“Wlien determining if ... actual malice exists in a libel suit brought by a public figure, a trial judge must bear in mind the actual quantum and quality of proof necessary to support liability under New York Times.”); Bose Corp. v. Consumers Union, 466 U.S. 485, 511, 104 S.Ct. 1949, 80 L.Ed.2d 502 (1984) (“Judges, as expositors of the Constitution, must independently decide whether the evidence in the record is sufficient to cross the constitutional threshold that bars the entry of any judgment that is not supported by clear and convincing proof of ‘actual malice.’ ”). Similarly, the appellate court is obliged to independently examine the entire record on appeal and decide, de novo, whether the evidence presented below is of sufficient quantity and character to sustain a finding of actual malice. See Elder, 341 S.C. at 113-114, 533 S.E.2d at 902; Miller v. City of West Columbia, 322 S.C. 224, 471 S.E.2d 683 (1996); see also Bose, 466 U.S. at 512, 104 S.Ct. 1949 (“Appellate judges ... must exercise independent judgment and determine whether the [entire] record establishes actual malice with convincing clarity.”). In all cases the court must ask “whether the evidence in the record could support a reasonable jury finding either that the plaintiff has shown actual malice by clear and convincing evidence or that the plaintiff has not.” Anderson, 477 U.S. at 255-56, 106 S.Ct. 2505.
Discussion
The tort of defamation exists to redress injury to the plaintiffs reputation arising from the defendant’s publication of a false and defamatory statement. See Holtzscheiter, 332 S.C. at 508, 506 S.E.2d at 501; Swinton, 334 S.C. at 484, 514 S.E.2d at 133. Proof of the tort requires the plaintiff to show
Although defamation is substantively a matter of our state common law, the federal Constitution “may reshape the common-law landscape to conform to the First Amendment.” Philadelphia Newspapers, Inc. v. Hepps, 475 U.S. 767, 775, 106 S.Ct. 1558, 89 L.Ed.2d 783 (1986). Thus, when a public figure or official
New York Times Co. v. Sullivan, 376 U.S. 254, 84 S.Ct. 710, 11 L.Ed.2d 686 (1964) and its progeny prescribe the requisite fault to be proved by a public figure. Under this standard, the plaintiff must show an allegedly libelous state
Actual malice is “a subjective standard which tests the defendant’s good faith belief in the truth of [its] statements.” George, 345 S.C. at 456, 548 S.E.2d at 876; see Peeler, 324 S.C. at 266, 478 S.E.2d at 284. Hence, absent proof of a knowing falsehood, the plaintiff must establish a defendant “ ‘in fact entertained serious doubts as to the truth of his publication’ ” or possessed a “ ‘high degree of awareness’ ” of probable falsity. George, 345 S.C. at 456, 548 S.E.2d at 876 (citations omitted); see Holtzscheiter, 332 S.C. at 512-13, 506 S.E.2d at 503 (proving constitutional actual malice requires a showing that the publisher either “realized the statement was false” or “had serious reservations about its truth”). Recklessness presupposes “an extreme departure from the standards of investigation and reporting ordinarily adhered to by responsible publishers.” Peeler, 324 S.C. at 266, 478 S.E.2d at 284.
Without question, “ ‘public discussion of the qualifications of a candidate for elective office presents what is probably the strongest possible case for application of the New York Times rule.’ ” George, 345 S.C. at 454, 548 S.E.2d at 875 (quoting Harte-Hanks Communications, Inc. v. Connaughton, 491 U.S. 657, 686, 109 S.Ct. 2678, 105 L.Ed.2d 562 (1989)); see Monitor Patriot Co. v. Roy, 401 U.S. 265, 271-72, 91 S.Ct. 621, 28 L.Ed.2d 35 (1971) (“[If] the First Amendment was ‘fashioned to assure the unfettered interchange of ideas for
The First Amendment, however, does not afford defamatory political speech absolute immunity. See id. at 455, 548 S.E.2d at 876; Stevens v. Sun Publ'g Co., 270 S.C. 65, 71, 240 S.E.2d 812, 815 (1978) (“An individual’s status as a public figure does not immunize a publisher from liability when it prints defamatory articles with malice.”); Harte-Hanks Communications, Inc. v. Connaughton, 491 U.S. 657, 688, 109 S.Ct. 2678, 105 L.Ed.2d 562 (1989) (“We have not gone so far ... as to accord the press absolute immunity in its coverage of public figures or elections.”). As the Supreme Court has stated:
That speech is used as a tool for political ends does not automatically bring it under the protective mantle of the Constitution. For the use of the known lie as a tool is at once at odds with the premises of democratic government and with the orderly manner in which economic, social, or political change is to be effected. Calculated falsehood falls into that class of utterances which “are no essential part of any exposition of ideas .... ” Hence the knowingly false statement and the false statement made with reckless disregard of the truth[] do not enjoy constitutional protection.
Garrison v. Louisiana, 379 U.S. 64, 75, 85 S.Ct. 209, 13 L.Ed.2d 125 (1964) (citation omitted); see Curtis Publ'g Co. v. Butts, 388 U.S. 130, 150, 87 S.Ct. 1975, 18 L.Ed.2d 1094 (1967) (“[T]hat dissemination of information and opinion on questions of public concern is ordinarily a legitimate, protected and indeed cherished activity does not mean ... that one may in
The sole basis of the trial court’s decision to direct a verdict in The Chronicle’s favor, and the only question before this Court, is whether Anderson presented sufficient evidence to create a jury question on the constitutional malice element of defamation. We therefore assume for purposes of this opinion that The Chronicle published “Let the liar run” and that it contained false and defamatory statements. See George, 345 S.C. at 456 n. 7, 548 S.E.2d at 876 n. 7 (“Because summary judgment was granted solely on the issue of actual malice, we assume arguendo that the statements were false and defamatory.”). Moreover, since “[cjredibility determinations, the weighing of the evidence, and the drawing of legitimate inferences from the facts are jury functions, not those of a judge, whether he is ruling on a motion for summary judgment or for a directed verdict,” the evidence presented.by Anderson “is to be believed, and all justifiable inferences are to be drawn in his favor.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 255, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986); see Masson v. New Yorker Magazine, Inc., 501 U.S. 496, 520, 111 S.Ct. 2419, 115 L.Ed.2d 447 (1991) (“[W]e must draw all justifiable inferences in favor of the nonmoving party, including questions of credibility and of the weight to be accorded particular evidence.”).
As an initial matter, it is important to recognize the presumptively false and defamatory statements contained in “Let the liar run” may constitute libel in two separate ways. First, the statement that Anderson “told this newspaper he was called away to National Guard duty in the last weeks of the 1996 election” could cause injury by attributing to Anderson a statement of fact he did not make. See Masson, 501 U.S. at 511, 111 S.Ct. 2419 (“A fabricated quotation may injure reputation ... [and] giv[e] rise to a conceivable claim of defamation ... because it attributes an untrue factual assertion to the speaker.”); White v. Wilkerson, 328 S.C. 179, 184, 493 S.E.2d 345, 347 (1997) (holding a statement is defamatory “if the words used ... convey to the minds of those to whom they are addressed ... the impression that the plaintiff has done wrong” when considered in the context of the entire publication) (internal citation omitted). Such a statement is defamatory per quod, because its defamatory meaning is
Second, the statements that Anderson “has been exposed as a liar,” is a “proven prevaricator,” and effectively “lies on his resume” are actionable in their own right as being defamatory per se. See id. at 508-09, 506 S.E.2d at 501 (“The defamatory meaning of a message or statement may be obvious on the face of the statement, in which case the statement is defamatory per se.”). Thus, we must look to each potential libel and determine if Anderson presented sufficient evidence to permit us to conclude a reasonable jury could have found The Chronicle acted with actual malice in publishing the statements. Viewed in the light most favorable to Anderson, the evidence reveals the following.
Anderson denies he ever told Chad Bray or anyone at The Chronicle that he left his district during the 1996 general election to serve in the National Guard, and we must presume his denial is correct. See Masson, 501 U.S. at 520-21, 111 S.Ct. 2419 (“[W]e must assume ... petitioner is correct in denying that he made the statements attributed to him .... [Author] contests petitioner’s allegations, and only a trial on the merits will resolve the factual dispute.”). Instead, Anderson asserts that in a telephone interview in the spring of 1997, he told Bray he had been out of the area working for various insurance companies. When Bray, who appeared unfamiliar with the property insurance industry, asked him to describe what a property company does and to name one, Anderson recounted several, including the National Flood Insurance Program. According to Anderson, Bray confused this reference to National Flood with the National Guard.
After two brief mentions of Anderson and the National Guard in articles written by Bray the previous April and June, on September 17, 1997, The Chronicle’s John Boyette telephoned Anderson and inquired if he was planning to withdraw from the special election race because he had lied about being in the National Guard. Anderson contends he gave Boyette
Despite Anderson’s express disavowal, Boyette authored the September 18 article in which he repeated the National Guard statement along with Anderson’s denial and explanation for his absence, and The Chronicle, now obviously aware of the denial, published Kent’s editorial on October 1.
The Supreme Court has held that the “deliberate alteration of the words uttered by a plaintiff does not equate with knowledge of falsity for purposes of [actual malice], unless the alteration results in a material change in the meaning conveyed by the statement.” Masson, 501 U.S. at 517, 111 S.Ct. 2419 (internal citations omitted). Anderson, however, does not contend Bray intentionally altered his statement concerning National Flood. Instead, Anderson argues he carried his burden on actual malice by showing The Chronicle knew of the alleged inaccuracy and chose to ignore it.
In conducting our independent examination of the record, we concentrate on evidence of The Chronicle’s “conduct and state of mind.” Herbert, 441 U.S. at 160, 99 S.Ct. 1635; see Butts, 388 U.S. at 152-53, 87 S.Ct. 1975 (“[New York Times] makes clear ... that neither the interests of the publisher nor those of society necessarily preclude a damage award based on improper conduct which creates a false publication. It is the
The law of libel recognizes the subjective nature of a media defendant’s intent may be very difficult to prove. Because a plaintiff “will rarely be successful in proving awareness of falsehood from the mouth of the defendant himself,” any direct or indirect evidence relevant to the defendant’s state of mind is admissible to demonstrate actual malice. Herbert, 441 U.S. at 170, 99 S.Ct. 1635; see Harte-Hanks, 491 U.S. at 668, 109 S.Ct. 2678 (“[A] plaintiff is entitled to prove the defendant’s state of mind through circumstantial evidence ....”) (internal citations omitted); Zerangue v. TSP Newspapers, Inc., 814 F.2d 1066, 1070 (1987) (“Although the defendant’s state of mind is a subjective fact, it can be shown by indirect or circumstantial evidence.”). Moreover, since “[t]he finder of fact must determine whether the publication was indeed made in good faith,” a plaintiffs presentation of competent circumstantial evidence of bad faith may establish actual malice despite a defendant’s claim that a publication was made “with a belief that the statements were true.” St. Amant v. Thompson, 390 U.S. 727, 732, 88 S.Ct. 1323, 20 L.Ed.2d 262 (1968); see McFarlane v. Sheridan Square Press, Inc., 91 F.3d 1501, 1510 (recognizing a plaintiff is “entitled to an aggregate consideration” of evidence of actual malice); Tavoulareas v. Piro, 260 U.S.App.D.C. 39, 817 F.2d 762, 789 (D.C.Cir. 1987) (“[A] plaintiff may prove the defendant’s subjective state of mind through the cumulation of circumstantial evidence.”); Zerangue, 814 F.2d at 1070 (stating sufficient indirect evidence of actual malice can negate a defendant’s assertion that he acted in good faith).
“Reckless disregard” is a term of art that “cannot be fully encompassed in one infallible definition.” St. Amant, 390 U.S. at 730, 88 S.Ct. 1323. To the contrary, the recklessness standard is formed as case law evolves. Id.; see Harte-Hanks, 491 U.S. at 686, 109 S.Ct. 2678 (“[O]nly through the course of case-by-case adjudication can we give content to these ' otherwise elusive constitutional standards.”). Hence, beginning with New York Times, where the plaintiffs case was unsuccessful because “the record failed to show that the publisher was aware of the likelihood that he was circulating false information,” St. Amant, 390 U.S. at 731, 88 S.Ct. 1323,
Although a publisher’s “[f]ailure to investigate does not in itself establish bad faith,” id. at 733, 88 S.Ct. 1323, the Court has articulated several instances where recklessness might be shown. One of these is “where there are obvious reasons to doubt the veracity of [an] informant or the accuracy of his reports.” St. Amant, 390 U.S. at 732-33, 88 S.Ct. 1323 (emphasis added); see Herbert, 441 U.S. at 156, 99 S.Ct. 1635 (stating a court may find “ ‘subjective awareness of probable falsity5 ” if “ ‘there are obvious reasons to doubt the veracity of the informant or the accuracy of his reports.’ ”) (citations omitted); Harte-Hanks, 491 U.S. at 688, 109 S.Ct. 2678 (same).
While we recognize the opinions in St. Amant; Herbert, and Harte-Hanks were referring to a publisher’s outside source, we see no legitimate reason why the analysis would not apply with equal force to a newspaper’s own reporter, particularly when the evidence points to a mistake or misunderstanding between the reporter and his interview subject. In fact, in considering the Masson case on remand from the Supreme Court, the Ninth Circuit Court of Appeals so held. See Masson v. New Yorker Magazine, Inc., 960 F.2d 896, 900 (9th Cir. 1992) (stating where direct proof of a publisher’s actual state of mind is missing, the jury may nevertheless infer awareness of falsity if it finds circumstances which “gave the publisher ‘obvious reasons to doubt’ ” the “accuracy of facts and quotations” in an author’s article and the publisher “failed to take reasonable steps to dispel those doubts”); see also Speer v. Ottaway Newspapers, Inc., 828 F.2d 475, 477 (8th Cir. 1987) (treating reporter who supplied false information but had no input into defamatory editorial as “outside source” for purposes of actual malice determination based on the newspaper’s alleged recklessness). Similarly, our supreme court has declared that “actual malice may be present where the defendant fails to investigate and there are obvious reasons to doubt the veracity of the statement or informant.” George, 345 S.C. at 459, 548 S.E.2d at 878 (additional emphasis added); see Zerangue, 814 F.2d at 1070 (“[C]ourts have upheld findings of actual malice when a defendant failed to investigate a
To begin, The Chronicle unquestionably knew Anderson disputed Bray’s version of their conversation,
Furthermore, our supreme court’s decision in Peeler, supra, is similarly unavailing. The Peeler court ruled that subjective awareness of probable falsity is not shown with convincing clarity by evidence indicating a publisher and plaintiff “disagreed with respect to their perceptions of events which they
Masson, however, explicitly rejected “rational interpretation” protection for defamatory statements in the context of alleged misquotations. See Masson, 501 U.S. at 518, 111 S.Ct. 2419. There, the Court unequivocally stated that “[t]he protection for rational interpretation serves First Amendment principles by allowing an author the interpretive license that is necessary when relying upon ambiguous sources.” Id. at 519, 111 S.Ct. 2419 (emphasis added). As the Court noted:
Were we to assess quotations under a rational interpretation standard, we would give journalists the freedom to place statements in their subjects’ mouths without fear of liability.... Not only public figures but the press doubtless would suffer under such a rule. Newsworthy figures might become more wary of journalists, knowing that any comment could be transmuted and attributed to the subject, so long as some bounds of rational interpretation were not exceeded. We would ill serve the values of the First Amendment if we were to grant near absolute, constitutional protection for such a practice.
Id. at 520, 111 S.Ct. 2419. As in Masson, the significance of The Chronicle’s unqualified statement that Anderson “told this newspaper” he was in the National Guard is to inform the reader he is reading Anderson’s statement, not The Chronicle’s “rational interpretation of what [Anderson] said or thought.” Id. at 519-20, 111 S.Ct. 2419. We therefore reject
Turning to the evidence at hand, the record reflects that in addition to Anderson’s emphatic denial that he ever claimed to be in the National Guard, The Chronicle knew Anderson thought Bray had confused National Flood with National Guard. Anderson testified he told John Boyette he had been in North Carolina working for various insurance companies. Boyette’s September 18 article confirms this, referencing not only Anderson’s denial but also his assertion that he actually said he spent two months working in North Carolina for National Flood. According to Anderson’s testimony, he contacted The Chronicle to dispute Boyette’s article and was under the impression Boyette had the situation “covered” and “put to rest.”
However, on September 26 Anderson received a call from The Chronicle’s Pat Willis, who said she was working on an article about candidates in the upcoming special election. Anderson testified Willis specifically asked him for proof that he was a federally-approved insurance adjuster and that he had worked in North Carolina the year before. In response, Anderson faxed Willis seven pages of information along with a cover sheet which read:
To: Pat Willis
Fr: Tom Anderson
National Flood info to follow — Proves I am certified to handle their claims — Ask John to have retraction run prior to 11^-97.
NFIP Info — 3 pages
Resume — 2 pages
*483 [Ejlection info — 2 pages
8 pages
The transmission included a letter from the supervisor of the NFIP’s claims field operations, dated September 11, 1996 and addressed to Anderson on National Flood Insurance Program stationery, that stated in part: “We are pleased to advise you that your application for NFIP Adjuster Certification has been approved.”
Replete with references to his work in flood insurance and related matters, the resume noted Anderson had been 1) commended for supervising flood restoration projects in four states; 2) responsible for “approximately 200 contractors, workmen and damage assessors in efforts to house 4500 flood inundated families”; 3) a program chief in Johnstown, Pennsylvania following a destructive flood; 4) a contract coordinator in Los Angeles after mudslides in 1979; 5) a work supervisor following flooding in Winslow, Arizona; and 6) an appraiser of “property damage for various insurance companies and government agencies following hurricanes Andrew, Hugo, Alicia, Freddie, Camille, [and] Betsy....” Thus, Anderson not only directly contradicted Bray’s initial reports in The Chronicle, he furnished the newspaper, at its request, with documentary evidence to support his denial.
Although Anderson’s age was not listed on the resume, it did refer to his military service in the Korean War. Boyette’s article also stated Anderson “was drafted into the Army, served in the Korean War and, after a two-year stint in Europe, was discharged in 1956.” Because military records are public and easily verifiable, we believe a jury could have concluded The Chronicle, in full possession of this information,
The above-stated facts about Anderson, known to The Chronicle before publication of “Let the liar run,” support our conclusion that a reasonable jury could have found the newspaper had “obvious reasons to doubt” Bray’s recollection of his conversation with Anderson. Without question, the phone call from Pat Willis clearly evidences some doubt at The Chronicle as to whether Bray accurately attributed the National Guard remark to him. Not only did Anderson deny the remark, he offered a logical explanation for Bray’s confusion supported by documentary evidence. In light of these facts, we believe The Chronicle’s failure to undertake a reasonable investigation into the matter creates a jury question as to whether it published the editorial with actual malice.
Furthermore, Anderson’s trial evidence circumstantially supports an inference of actual malice in this case. Without objection, Anderson entered into evidence an editorial by Senior Writer Carl Langley that appeared in the Aiken Standard on September 21,1997. Langley wrote:
A year ago, and shortly before the November elections, Anderson, a semi-retired insurance claims adjuster, was asked by a group of independent insurance companies to help process claims from hurricane damage in North Carolina.
A large number of the claims were made under the National Flood Insurance Program, which Anderson referred to in his conversations with me and which he told me he gave to another reporter.
(He not only furnished that information last year, but again this past June after I asked why he did not campaign before the 1996 election.)
Anderson supported this affirmation by introducing a brief clip from the Aiken Standard dated September 27, 1996 and headlined “Candidate leaves area to help Fran victims.” In relevant part, the article stated:
Aiken County House candidate Tom Anderson has had to break off his campaign for House District 84 to help process insurance claims resulting from Hurricane Fran’s destruction in North Carolina.
Anderson, the Democratic candidate in House District 84, was called out of town and is now working on claims in North Carolina and Virginia, a Democratic Party official said.
A jury could reasonably infer from this evidence that Anderson had in fact said National Flood, or that even a cursory investigation of his denial would have revealed the likelihood of a misunderstanding.
Other documentary evidence includes Anderson’s cancelled check, dated October 10, 1996 and payable to an inn in Jacksonville, N.C., that bore the notation “lodging — Fran 9/9
Further support is found in the fact that the editorial was not “hot news.” The phone conversation in which Bray claimed Anderson stated he was in the National Guard occurred at some point prior to Bray’s first article, which appeared in The Chronicle on April 6, 1997. Kent did not publish “Let the liar run” until October 1, nearly six months later. Undoubtedly, if The Chronicle suspected Anderson lied to Bray, it had ample opportunity to investigate the matter before publishing the editorial; evidence of intentional avoidance can itself lead to a reasonable conclusion of recklessness. See Stevens, 270 S.C. at 72, 240 S.E.2d at 815
Finally, The Chronicle’s publication of a “Clarification” on October 29, 1997 is susceptible of an inference bolstering a finding of reckless disregard. The clarification was published nearly a month after the editorial defaming Anderson. Although it also noted Anderson’s assertion he had been misquoted in the June 2 article by Bray, this was six weeks after Anderson told Boyette about the mistake. Inferentially, a jury could find The Chronicle’s lackluster “clarification” was
Taken as true, we think Anderson’s testimony, combined with the irrefutable documentary evidence in the record, is sufficient to permit a jury to decide whether The Chronicle published the statements in “Let the liar run” with actual malice. See Masson, 501 U.S. at 510, 111 S.Ct. 2419 (stating a plaintiffs sworn denial of the defamatory statements attributed to him, combined with such additional evidence as the resemblance of the statements to what was actually said, the absence of a tight deadline affording the author a practical ability to investigate, and the opportunity to make corrections along the way, created a jury question as to whether the defendant published the statements with actual malice). At the time of publication, The Chronicle had no more reason to believe Bray and his report of Anderson’s statement than Anderson’s denial. As the lower court observed in Masson, in the absence of independent evidence, it is not unreasonable to expect a publisher to investigate an alleged alteration in a quotation by confronting the author and asking him to verify the statement’s accuracy by producing notes or other supporting materials. Masson, 960 F.2d at 902.
Moreover, even if the statement “[Anderson] told this newspaper he was called away to National Guard duty” were found to be true, a reasonable jury could infer it was at most a “slip of the tongue” and not an intentional attempt to mislead. Thus, if the editorial correctly attributed the National Guard statement to Anderson but the jury determined he was not a liar, Anderson would still be entitled to recover for defamation. See Virginia Bankshares, Inc. v. Sandberg, 501 U.S.
The Supreme Court has stated repeatedly that “there is no constitutional value in false statements of fact.” Gertz v. Robert Welch, Inc., 418 U.S. 323, 340, 94 S.Ct. 2997, 41 L.Ed.2d 789 (1974); see Herbert, 441 U.S. at 171, 99 S.Ct. 1635 (“Spreading false information in and of itself carries no First Amendment credentials.”). The Court also has noted that “quotations may be a devastating instrument for conveying false meaning.” Masson, 501 U.S. at 517, 111 S.Ct. 2419. Because “a person’s reputation is invaluable,” Miller, 322 S.C. at 231, 471 S.E.2d at 687, “[t]hose who publish defamatory falsehoods with the requisite culpability ... are subject to liability, the aim being not only to compensate for injury but also to deter publication of unprotected material threatening injury to individual reputation.” Herbert, 441 U.S. at 172, 99 S.Ct. 1635.
First [Ajmendment cases are unique because our society places a high value on free discussion of public issues, and those who engage in that discussion are protected even when they make careless errors. However, reputation is also a value, and the courts attempt, where possible, to protect both freedom of speech and reputation. Balancing these two interests mandates that a publisher have clear [F]irst [Ajmendment protection from liability for the first nonmalicious publication of an erroneous story. However, once the publisher knows that the story is erroneous ... the argument for weighting the scales on the side of [FJirst [Ajmendment interests becomes less compelling.... At some point, the effort required of the publisher is so slight, and the helplessness of the victim so great, that the balance of the scales tips.
Zerangue, 814 F.2d at 1072 (internal citations omitted). Accordingly, although the actual malice standard “offers substantial protection to the critic of a public figure,” it “should not be taken as a signal that ‘All is fair’ in politics.” George, 345 S.C. at 462, 548 S.E.2d at 879-80.
The evidence in the record before us supports an inference The Chronicle went beyond the “sloppy journalism” found in
REVERSED and REMANDED.
. Tara Harbin is Phil Kent's assistant at The Chronicle.
. Anderson concedes he is a public figure for defamation purposes. See, e.g., Monitor Patriot Co. v. Roy, 401 U.S. 265, 271, 91 S.Ct. 621, 28 L.Ed.2d 35 (1971) ("[I]t might be preferable to categorize a candidate as a ‘public figure,' if for no other reason than to avoid straining the common meaning of words. But the question is of no importance so far as the standard of liability ... is concerned .... That [New York Times] itself was intended to apply to candidates, in spite of the use of the more restricted 'public official’ terminology, is readily apparent from that opinion’s text and citations to case law.”) (footnote omitted).
. Although The Chronicle concedes Phil Kent authored the editorial, it argues Anderson “presented no evidence on who wrote the editorial or who ... had responsibility for publication of the editorial.” This contention is belied not only by The Chronicle's admission, but also by Anderson’s trial testimony and a letter from Kent to Anderson's son Mark. On re-direct, in response to a question concerning who was "responsible for the creation of the [editorial],” Anderson replied, “Phil Kent and The Augusta Chronicle." In addition, the letter, on Chronicle stationery listing "Philip Kent” as the "Editorial Page Editor” and admitted into evidence without objection, includes his statement that "[m]y responsibility is solely for the opinion pages, including letters to the editor.”
. We agree with the court in Masson, which explained that Harte-Hanks and other Supreme Court precedent stand for the proposition "that a publisher who does not already have ‘obvious reasons to doubt' the accuracy of a story is not required to initiate an investigation drat might plant such doubt. Once doubt exists, however, the publisher must act reasonably in dispelling it. Thus, where the publisher undertakes to investigate the accuracy of a story and learns facts casting doubt on the information contained therein, it may not ignore those doubts, even though it had no duty to conduct the investigation in the first place.” Masson, 960 F.2d at 901.
. Although the record before us indicates Bray "stands by his story on the National Guard issue,” die determination of what Anderson actually said is uniquely a question for the trier of fact. See Masson, 501 U.S. at 521, 111 S.Ct. 2419 (stating that, although the article's author contested the plaintiff's allegations that he was misquoted, "only a trial on the merits will resolve the factual dispute”).
. We further note this case is factually distinguishable from both Peeler and its source for the rationality principle, McMurry v. Howard Publ’ns, Inc., 612 P.2d 14 (Wyo. 1980). Not only did Peeler involve a situation in which a discrepancy emerged between what several listeners, including the reporter, thought they heard a third party say, there was absolutely no evidence suggesting the reporter or publisher had reason to doubt the truth of tire statements at issue before publication. McMurry, on the other hand, is clearly a case where several parties heard the plaintiff say the same thing, but interpreted the meaning of what was said differently; the statement, therefore, properly was protected under a rational interpretation principle.
. Anderson testified the letter, which specifically authorized him to "handle residential, commercial and condominium losses,” reflected a renewal of his status as a certified adjuster for National Flood. According to Anderson, the agency had certified him "five or six times” before 1996.
. Although The Chronicle now asserts the documents faxed to Willis were "confusing," the paper made no attempt to contact Anderson for an explanation or to request additional information.
. The Chronicle’s assertion that "evidence concerning whether or not [Anderson] could have served in the National Guard does not establish what [he] said to reporter Bray during their two telephone interviews” misses the point. The issue involved in the actual malice inquiry is not what Anderson said, but whether The Chronicle had reason to doubt the accuracy of Bray’s report or its own conclusion that Anderson was a liar based on that report.
. As noted in Masson on remand, "[i]t is not ... the failure to act reasonably in itself that establishes malice; that failure is only a link in the chain of inferences that could (but need not) lead a jury to conclude that the publisher failed to conduct an investigation because it was already pretty much aware of the falsity.” Masson, 960 F.2d at 900.
. We recognize a defamatory item published in an editorial/opinion column may in some circumstances militate against a finding of actual malice. See Elder, 341 S.C. at 118 n. 9, 533 S.E.2d at 904 n. 9 ("The 'form and content of [a] story are relevant ... to the question of actual malice.' ") (quoting Harte-Hanks, 491 U.S. at 695, 109 S.Ct. 2678). However, "where a statement of 'opinion' on a matter of public concern reasonably implies false and defamatory facts regarding public figures or officials, those individuals [can recover if they] show that such statements were made with knowledge of their false implications or with reckless disregard of their truth.” Milkovich v. Lorain Journal Co., 497 U.S. 1, 20, 110 S.Ct. 2695, 111 L.Ed.2d 1 (1990). As noted in Milkovich:
If a speaker says, “In my opinion John Jones is a liar,” he implies a knowledge of facts which lead to the conclusion that Jones told an untruth. Even if the speaker states the facts upon which he bases his opinion, if those facts are either incorrect or incomplete, or if his assessment of them is erroneous, the statement may still imply a false assertion of fact. Simply couching such statements in terms of opinion does not dispel these implications; and the statement, "In my opinion Jones is a liar,” can cause as much damage to reputation as the statement, "Jones is a liar.”
Id. at 18-19, 110 S.Ct. 2695. Thus, the mere fact that an item appears on the editorial page and is couched in terms of an "opinion” does not relieve the speaker or publisher from liability. See id.; see also Goodwin v. Kennedy, 347 S.C. 30, 41, 552 S.E.2d 319, 325 (Ct.App. 2001) (applying Milkovich to uphold the trial court’s denial of a requested jury instruction that "appear[ed] to exempt all opinion as non-defamatory comment without qualification”). To the contrary, the same constitutional analysis applies to statements of opinion that imply an assertion of fact, unless, of course, the statement is not capable of being proved either true or false.
Dissenting Opinion
dissenting:
Because I believe Anderson failed to present clear and convincing evidence that The Chronicle acted with - actual malice, I respectfully dissent.
In defamation actions involving “public figures,” the plaintiff bears the burden of proving the statement was made with actual malice — that is, with either knowledge the statement is false or reckless disregard for its truth. New York Times Co. v. Sullivan, 376 U.S. 254, 279-80, 84 S.Ct. 710, 726, 11 L.Ed.2d 686 (1964); Elder v. Gaffney Ledger, 341 S.C. 108, 113, 533 S.E.2d 899, 901 (2000). Whether the evidence is sufficient to support a finding of actual malice is a question of law. Harte-Hanks Communications, Inc. v. Connaughton, 491 U.S. 657, 685, 109 S.Ct. 2678, 2694, 105 L.Ed.2d 562 (1989). An appellate court must independently review the record to determine whether the evidence presented at trial is sufficient to support a finding of actual malice. Elder, 341 S.C. at 113-14, 533 S.E.2d at 902; Miller v. City of West Columbia, 322 S.C. 224, 228, 471 S.E.2d 683, 685 (1996). In all cases, the court must determine whether the evidence in the record could support a reasonable jury finding that plaintiff proved actual malice by clear and convincing evidence. See Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 255-56, 106 S.Ct. 2505, 2513-14, 91 L.Ed.2d 202 (1986) (emphasis added).
Actual malice is the subjective standard testing the publisher’s good faith belief in the truth of his or her statements.
I believe there is insufficient evidence in the record to establish The Chronicle acted with actual malice in publishing the editorial written by Kent. After Bray first interviewed Anderson, The Chronicle published an article stating Anderson was in the National Guard. When Anderson announced he would again run as a candidate, he spoke with Bray once more, and a second article was published in which The Chronicle referenced Anderson’s alleged service in the National Guard. Anderson never requested a retraction or correction of either publication. It was not until Boyette contacted Anderson about the GOP’s request for Anderson to withdraw from the race that Anderson denied having made such statements to Bray. Furthermore, The Chronicle reported Anderson’s version of why he was in North Carolina and that Anderson denied telling The Chronicle he served in the National Guard in its article discussing the GOP’s sentiments.
The majority places emphasis on the fact that The Chronicle was aware that Anderson disputed Bray’s assertion that Anderson stated he served in the National Guard. However, this evidence fails to demonstrate The Chronicle in fact knew the falsity of its editorial “Let the Liar Run.” Rather, this fact demonstrates only that The Chronicle knew of Anderson’s disagreement with Bray’s version of the interview — a fact The Chronicle had published as well. Moreover, evidence that Anderson disputed Bray’s version of their conversation says nothing about The Chronicle’s knowledge as to the truth of the matter, especially considering that Bray stood behind his recollection of the interview.
The only evidence presented at trial was Anderson’s own testimony about his conversations with reporters from The Chronicle. Because the test for actual malice is subjective as to the knowledge of the publisher, evidence of Anderson’s personal recollection of the interviews fails to shed light on what The Chronicle believed in good faith about the truth of the statements it published. Anderson presented no evidence regarding the standards and practices of the newspaper industry nor did he present any evidence that The Chronicle in fact knew Anderson did not tell Bray he had served in the National Guard. Furthermore, Anderson’s challenge to the publica
Reference
- Full Case Name
- Tom ANDERSON, Appellant, v. THE AUGUSTA CHRONICLE, Morris Communications, Inc., Respondents
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- 11 cases
- Status
- Published