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- Subject: 89-645--OPINION, MILKOVICH v. LORAIN JOURNAL CO.
-
-
-
-
- NOTICE: This opinion is subject to formal revision before publication in
- the preliminary print of the United States Reports. Readers are requested
- to notify the Reporter of Decisions, Supreme Court of the United States,
- Washington, D. C. 20543, of any typographical or other formal errors, in
- order that corrections may be made before the preliminary print goes to
- press.
- SUPREME COURT OF THE UNITED STATES
-
-
- No. 89-645
-
-
-
- MICHAEL MILKOVICH, Sr., PETITIONER v. LORAIN JOURNAL CO. et al.
-
- on writ of certiorari to the court of appeals of ohio, lake county
-
- [June 21, 1990]
-
-
-
- Chief Justice Rehnquist delivered the opinion of the Court.
-
- Respondent J. Theodore Diadiun authored an article in an Ohio newspaper
- implying that petitioner Michael Milkovich, a local high school wrestling
- coach, lied under oath in a judicial proceeding about an incident involving
- petitioner and his team which occurred at a wrestling match. Petitioner
- sued Diadiun and the newspaper for libel, and the Ohio Court of Appeals
- affirmed a lower court entry of summary judgment against petitioner. This
- judgment was based in part on the grounds that the article constituted an
- "opinion" protected from the reach of state defamation law by the First
- Amendment to the United States Constitution. We hold that the First
- Amendment does not prohibit the application of Ohio's libel laws to the
- alleged defamations contained in the article. This case is before us for
- the third time in an odyssey of litigation spanning nearly 15 years. {1}
- Petitioner Milkovich, now retired, was the wrestling coach at Maple Heights
- High School in Maple Heights, Ohio. In 1974, his team was involved in an
- altercation at a home wrestling match with a team from Mentor High School.
- Several people were injured. In response to the incident, the Ohio High
- School Athletic Association (OHSAA) held a hearing at which Milkovich and
- H. Don Scott, the Superintendent of Maple Heights Public Schools,
- testified. Following the hearing, OHSAA placed the Maple Heights team on
- probation for a year and declared the team ineligible for the 1975 state
- tournament. OSHAA also censored Milkovich for his actions during the
- altercation. Thereafter, several parents and wrestlers sued OHSAA in the
- Court of Common Pleas of Franklin County, Ohio, seeking a restraining order
- against OHSAA's ruling on the grounds that they had been denied due process
- in the OHSAA proceeding. Both Milkovich and Scott testified in that
- proceeding. The court overturned OHSAA's probation and ineligibility
- orders on due process grounds.
- The day after the court rendered its decision, respondent Diadiun's
- column appeared in the News-Herald, a newspaper which circulates in Lake
- County, Ohio, and is owned by respondent Lorain Journal Co. The column
- bore the heading "Maple beat the law with the `big lie,' " beneath which
- appeared Diadun's photograph and the words "TD Says." The carryover page
- headline announced " . . . Diadiun says Maple told a lie." The column
- contained the following passages:
-
- " `. . . a lesson was learned (or relearned) yesterday by the student
- body of Maple Heights High School, and by anyone who attended the
- Maple-Mentor wrestling meet of last Feb. 8.
- " `A lesson which, sadly, in view of the events of the past year, is
- well they learned early.
- " `It is simply this: If you get in a jam, lie your way out.
- " `If you're successful enough, and powerful enough, and can sound
- sincere enough, you stand an excellent chance of making the lie stand up,
- regardless of what really happened.
- " `The teachers responsible were mainly Maple wrestling coach, Mike
- Milkovich, and former superintendent of schools, H. Donald Scott.
-
-
- " `Anyone who attended the meet, whether he be from Maple Heights,
- Mentor, or impartial observer, knows in his heart that Milkovich and Scott
- lied at the hearing after each having given his solemn oath to tell the
- truth. " `But they got away with it.
- " `Is that the kind of lesson we want our young people learning from
- their high school administrators and coaches?
- " `I think not." See Milkovich v. The News-Herald, 46 Ohio App. 3d 20,
- 21, 545 N. E. 2d 1320, 1321-1322 (1989). {2}
-
-
- Petitioner commenced a defamation action against respondents in the
- Court of Common Pleas of Lake County, Ohio, alleging that the headline of
- Diadiun's article and the 9 passages quoted above "accused plaintiff of
- committing the crime of perjury, an indictable offense in the State of
- Ohio, and damaged plaintiff directly in his life-time occupation of coach
- and teacher, and constituted libel per se." App. 12. The action proceeded
- to trial, and the court granted a directed verdict to respondents on the
- grounds that the evidence failed to establish the article was published
- with "actual malice" as required by New York Times Co. v. Sullivan, 376 U.
- S. 254 (1964). See App. 21-22. The Ohio Court of Appeals for the Eleventh
- Appellate District reversed and remanded, holding that there was sufficient
- evidence of actual malice to go to the jury. See Milkovich v. The Lorain
- Journal, 65 Ohio App. 2d 143, 416 N. E. 2d 662 (1979). The Ohio Supreme
- Court dismissed the ensuing appeal for want of a substantial constitutional
- question, and this Court denied certiorari. 449 U. S. 966 (1980).
- On remand, relying in part on our decision in Gertz v. Robert Welch,
- Inc., 418 U. S. 323 (1974), the trial court granted summary judgment to
- respondents on the grounds that the article was an opinion protected from a
- libel action by "constitutional law," App. 55, and alternatively, as a
- public figure, petitioner had failed to make out a prima facie case of
- actual malice. App. 55-59. The Ohio Court of Appeals affirmed both
- determinations. Id., at, 62-70. On appeal, the Supreme Court of Ohio
- reversed and remanded. The court first decided that petitioner was neither
- a public figure nor a public official under the relevant decisions of this
- Court. See Milkovich v. News-Herald, 15 Ohio St. 3d 292, 294-299, 473 N.
- E. 2d 1191, 1193-1196 (1984). The court then found that "the statements in
- issue are factual assertions as a matter of law, and are not
- constitutionally protected as the opinions of the writer. . . . The plain
- import of the author's assertions is that Milkovich, inter alia, committed
- the crime of perjury in a court of law." Id., at 298-299, 473 N. E. 2d, at
- 1196-1197. This Court again denied certiorari. 474 U. S. 953 (1985).
- Meanwhile, Superintendent Scott had been pursuing a separate defamation
- action through the Ohio courts. Two years after its Milkovich decision, in
- considering Scott's appeal, the Ohio Supreme Court reversed its position on
- Diadiun's article, concluding that the column was "constitutionally
- protected opinion." Scott v. News-Herald, 25 Ohio St. 3d 243, 254, 496 N.
- E. 2d 699, 709 (1986). Consequently, the court upheld a lower court's
- grant of summary judgment against Scott.
- The Scott court decided that the proper analysis for determining
- whether utterances are fact or opinion was set forth in the decision of the
- United States Court of Appeals for the D. C. Circuit in Ollman v. Evans,
- 242 U. S. App. D. C. 301, 750 F. 2d 970 (1984), cert. denied, 471 U. S.
- 1127 (1985). See Scott, 25 Ohio St. 3d, at 250, 496 N. E. 2d, at 706.
- Under that analysis, four factors are considered to ascertain whether,
- under the "totality of circumstances," a statement is fact or opinion.
- These factors are: (1) "the specific language used"; (2) "whether the
- statement is verifiable"; (3) "the general context of the statement"; and
- (4) "the broader context in which the statement appeared." Id., at 706.
- The court found that application of the first two factors to the column
- militated in favor of deeming the challenged passages actionable assertions
- of fact. Id., at 250-252, 496 N. E. 2d, at 706-707. That potential
- outcome was trumped, however, by the court's consideration of the third and
- fourth factors. With respect to the third factor, the general context, the
- court explained that "the large caption `TD Says' . . . would indicate to
- even the most gullible reader that the article was, in fact, opinion."
- Id., at 252, 496 N. E. 2d, at 707. {3} As for the fourth factor, the
- "broader context," the court reasoned that because the article appeared on
- a sports page--"a traditional haven for cajoling, invective, and
- hyperbole"--the article would probably be construed as opinion. Id., at
- 253-254, 496 N. E. 2d, at 708. {4}
- Subsequently, considering itself bound by the Ohio Supreme Court's
- decision in Scott, the Ohio Court of Appeals in the instant proceedings
- affirmed a trial court's grant of summary judgment in favor of respondents,
- concluding that "it has been decided, as a matter of law, that the article
- in question was constitutionally protected opinion." Milkovich v.
- News-Herald, 46 Ohio App. 3d 20, at 23, 545 N. E. 2d at, 1324. The Supreme
- Court of Ohio dismissed petitioner's ensuing appeal for want of a
- substantial constitutional question. App. 119. We granted certiorari, 493
- U. S. ---- (1990), to consider the important questions raised by the Ohio
- courts' recognition of a constitutionally-required "opinion" exception to
- the application of its defamation laws. We now reverse. {5} Since the
- latter half of the 16th century, the common law has afforded a cause of
- action for damage to a person's reputation by the publication of false and
- defamatory statements. See L. Eldredge, Law of Defamation 5 (1978).
- In Shakespeare's Othello, Iago says to Othello:
-
- "Good name in man and woman, dear my lord.
- Is the immediate jewel of their souls.
- Who steals my purse steals trash;
- `Tis something, nothing;
- `Twas mine, `tis his, and has been slave to thousands;
- But he that filches from me my good name
- Robs me of that which not enriches him,
- And makes me poor indeed." Act III, scene 3.
-
-
- Defamation law developed not only as a means of allowing an individual to
- vindicate his good name, but also for the purpose of obtaining redress for
- harm caused by such statements. Eldredge, supra, at 5. As the common law
- developed in this country, apart from the issue of damages, one usually
- needed only allege an unprivileged publication of false and defamatory
- matter to state a cause of action for defamation. See, e. g., Restatement
- of Torts MDRV 558 (1938); Gertz v. Robert Welch, Inc., 418 U. S., at 370
- (White, J., dissenting) ("Under typical state defamation law, the defamed
- private citizen had to prove only a false publication that would subject
- him to hatred, contempt, or ridicule"). The common law generally did not
- place any additional restrictions on the type of statement that could be
- actionable. Indeed, defamatory communications were deemed actionable
- regardless of whether they were deemed to be statements of fact or opinion.
- See, e. g., Restatement of Torts, supra, 15 565-567. As noted in the 1977
- Restatement (Second) of Torts MDRV 566, Comment a:
-
- "Under the law of defamation, an expression of opinion could be defamatory
- if the expression was sufficiently derogatory of another as to cause harm
- to his reputation, so as to lower him in the estimation of the community or
- to deter third persons from associating or dealing with him. . . . The
- expression of opinion was also actionable in a suit for defamation, despite
- the normal requirement that the communication be false as well as
- defamatory. . . . This position was maintained even though the truth or
- falsity of an opinion--as distinguished from a statement of fact--is not a
- matter that can be objectively determined and truth is a complete defense
- to a suit for defamation."
-
-
- However, due to concerns that unduly burdensome defamation laws could
- stifle valuable public debate, the privilege of "fair comment" was
- incorporated into the common law as an affirmative defense to an action for
- defamation. "The principle of `fair comment' afford[ed] legal immunity for
- the honest expression of opinion on matters of legitimate public interest
- when based upon a true or privileged statement of fact." 1 F. Harper & F.
- James, Law of Torts MDRV 5.28, p. 456 (1956) (footnote omitted). As this
- statement implies, comment was generally privileged when it concerned a
- matter of public concern, was upon true or privileged facts, represented
- the actual opinion of the speaker, and was not made solely for the purpose
- of causing harm. See Restatement of Torts, supra, MDRV 606. "According to
- the majority rule, the privilege of fair comment applied only to an
- expression of opinion and not to a false statement of fact, whether it was
- expressly stated or implied from an expression of opinion." Restatement
- (Second) of Torts, supra, MDRV 566 Comment a. Thus under the common law,
- the privilege of "fair comment" was the device employed to strike the
- appropriate balance between the need for vigorous public discourse and the
- need to redress injury to citizens wrought by invidious or irresponsible
- speech.
- In 1964, we decided in New York Times Co. v. Sullivan, 376 U. S. 254,
- that the First Amendment to the United States Constitution placed limits on
- the application of the state law of defamation. There the Court recognized
- the need for "a federal rule that prohibits a public official from
- recovering damages for a defamatory falsehood relating to his official
- conduct unless he proves that the statement was made with `actual
- malice'--that is, with knowledge that it was false or with reckless
- disregard of whether it was false or not." 376 U. S., at 279-280. This
- rule was prompted by a concern that, with respect to the criticism of
- public officials in their conduct of governmental affairs, a state law "
- `rule compelling the critic of official conduct to guarantee the truth of
- all his factual assertions' would deter protected speech." Gertz v. Robert
- Welch, Inc., 418 U. S., at 334 (quoting New York Times, supra, at 279).
- Three years later, in Curtis Publishing Co. v. Butts, 388 U. S. 130
- (1967), a majority of the Court determined "that the New York Times test
- should apply to criticism of `public figures' as well as `public
- officials.' The Court extended the constitutional privilege announced in
- that case to protect defamatory critcism of nonpublic persons `who are
- nevertheless intimately involved in the resolution of important public
- questions or, by reason of their fame, shape events in areas of concern to
- society at large.' " Gertz, supra, at 336-337 (quoting Butts, 388 U. S.,
- at 164 (Warren, C. J., concurring in result)). As Chief Justice Warren
- noted in concurrence, "[o]ur citizenry has a legitimate and substantial
- interest in the conduct of such persons, and freedom of the press to engage
- in uninhibited debate about their involvement in public issues and events
- is as crucial as it is in the case of `public officials.' " Butts, supra,
- at 164. The Court has also determined that both for public officials and
- public figures, a showing of New York Times malice is subject to a clear
- and convincing standard of proof. Gertz, supra, at 342.
- The next step in this constitutional evolution was the Court's
- consideration of a private individual's defamation actions involving
- statements of public concern. Although the issue was intially in doubt,
- see Rosenbloom v. Metromedia, Inc., 403 U. S. 29 (1971), the Court
- ultimately concluded that the New York Times malice standard was
- inappropriate for a private person attempting to prove he was defamed on
- matters of public interest. Gertz v. Robert Welch, Inc., supra. As we
- explained:
-
- "Public officials and public figures usually enjoy significantly greater
- access to the channels of effective communication and hence have a more
- realistic opportunity to counteract false statements than private
- individuals normally enjoy.
-
-
-
- "[More important,] public officials and public figures have voluntarily
- exposed themselves to increased risk of injury from defamatory falsehood
- concerning them. No such assumption is justified with respect to a private
- individual." Id., at 344-345 (footnote omitted).
-
-
- Nonetheless, the Court believed that certain significant constitutional
- protections were warranted in this area. First, we held that the States
- could not impose liability without requiring some showing of fault. See
- id., at 347-348 ("This approach . . . recognizes the strength of the
- legitimate state interest in compensating private individuals for wrongful
- injury to reputation, yet shields the press and broadcast media from the
- rigors of strict liability for defamation"). Second, we held that the
- States could not permit recovery of presumed or punitive damages on less
- than a showing of New York Times malice. See id., at 350 ("Like the
- doctrine of presumed damages, jury discretion to award punitive damages
- unnecessarily exacerbates the danger of media self- censorship . . .").
- Still later, in Philadelphia Newspapers, Inc. v. Hepps, 475 U. S. 767
- (1986), we held "that the common-law presumption that defamatory speech is
- false cannot stand when a plaintiff seeks damages against a media defendant
- for speech of public concern." 475 U. S., at 777. In other words, the
- Court fashioned "a constitutional requirement that the plaintiff bear the
- burden of showing falsity, as well as fault, before recovering damages."
- Id., at 776. Although recognizing that "requiring the plaintiff to show
- falsity will insulate from liability some speech that is false, but
- unprovably so," the Court believed that this result was justified on the
- grounds that "placement by state law of the burden of proving truth upon
- media defendants who publish speech of public concern deters such speech
- because of the fear that liability will unjustifiably result." Id., at
- 777-778.
- We have also recognized constitutional limits on the type of speech
- which may be the subject of state defamation actions. In Greenbelt
- Cooperative Publishing Assn., Inc. v. Bresler, 398 U. S. 6 (1970), a real
- estate developer had engaged in negotiations with a local city council for
- a zoning variance on certain of his land, while simultaneously negotiating
- with the city on other land the city wished to purchase from him. A local
- newspaper published certain articles stating that some people had
- characterized the developer's negotiating position as "blackmail," and the
- developer sued for libel. Rejecting a contention that liability could be
- premised on the notion that the word "blackmail" implied the developer had
- committed the actual crime of blackmail, we held that "the imposition of
- liability on such a basis was constitutionally impermissible-- that as a
- matter of constitutional law, the word `blackmail' in these circumstances
- was not slander when spoken, and not libel when reported in the Greenbelt
- News Review." Id., at 13. Noting that the published reports "were
- accurate and full," the Court reasoned that "even the most careless reader
- must have perceived that the word was no more than rhetorical hyperbole, a
- vigorous epithet used by those who considered [the developer's] negotiating
- position extremely unreasonable." Id., at 13-14. See also Hustler
- Magazine, Inc. v. Falwell, 485 U. S. 46, 50 (1988) (First Amendment
- precluded recovery under state emotional distress action for ad parody
- which "could not reasonably have been interpreted as stating actual facts
- about the public figure involved"); Letter Carriers v. Austin, 418 U. S.
- 264, 284-286 (1974) (use of the word "traitor" in literary definition of a
- union "scab" not basis for a defamation action under federal labor law
- since used "in a loose, figurative sense" and was "merely rhetorical
- hyperbole, a lusty and imaginative expression of the contempt felt by union
- members").
- The Court has also determined "that in cases raising First Amendment
- issues . . . an appellate court has an obligation to `make an independent
- examination of the whole record' in order to make sure that `the judgment
- does not constitute a forbidden intrusion on the field of free expression.'
- " Bose Corp. v. Consumers Union of United States, Inc., 466 U. S. 485, 499
- (1984) (quoting New York Times, 376 U. S., at 284-286). "The question
- whether the evidence in the record in a defamation case is sufficient to
- support a finding of actual malice is a question of law." Harte-Hanks
- Communications, Inc. v. Connaughton, 491 U. S., ----, ---- (1989).
- Respondents would have us recognize, in addition to the established
- safeguards discussed above, still another First Amendment-based protection
- for defamatory statements which are categorized as "opinion" as opposed to
- "fact." For this proposition they rely principally on the following dictum
- from our opinion in Gertz:
- "Under the First Amendment there is no such thing as a false idea. However
- pernicious an opinion may seem, we depend for its correction not on the
- conscience of judges and juries but on the competition of other ideas. But
- there is no constitutional value in false statements of fact." 418 U. S.,
- at 339-340 (footnote omitted).
-
-
- Judge Friendly appropriately observed that this passage "has become the
- opening salvo in all arguments for protection from defamation actions on
- the ground of opinion, even though the case did not remotely concern the
- question." Cianci v. New Times Publishing Co., 639 F. 2d 54, 61 (CA 2
- 1980). Read in context, though, the fair meaning of the passage is to
- equate the word "opinion" in the second sentence with the word "idea" in
- the first sentence. Under this view, the language was merely a reiteration
- of Justice Holmes' classic "marketplace of ideas" concept. See Abrams v.
- United States, 250 U. S. 616, 630 (1919) (Holmes, J., dissenting) ("[T]he
- ultimate good desired is better reached by free trade in ideas . . . the
- best test of truth is the power of the thought to get itself accepted in
- the competition of the market").
- Thus we do not think this passage from Gertz was intended to create a
- wholesale defamation exemption for anything that might be labeled
- "opinion." See Cianci, supra, at 62, n. 10 (The "marketplace of ideas"
- origin of this passage "points strongly to the view that the `opinions'
- held to be constitutionally protected were the sort of thing that could be
- corrected by discussion"). Not only would such an interpretation be
- contrary to the tenor and context of the passage, but it would also ignore
- the fact that expressions of "opinion" may often imply an assertion of
- objective fact.
- 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." As Judge
- Friendly aptly stated: "[It] would be destructive of the law of libel if a
- writer could escape liability for accusations of [defamatory conduct]
- simply by using, explicitly or implicitly, the words `I think.' " See
- Cianci, supra, at 64. It is worthy of note that at common law, even the
- privilege of fair comment did not extend to "a false statement of fact,
- whether it was expressly stated or implied from an expression of opinion."
- Restatement (Second) of Torts, supra, MDRV 566 Comment a.
- Apart from their reliance on the Gertz dictum, respondents do not
- really contend that a statement such as, "In my opinion John Jones is a
- liar," should be protected by a separate privilege for "opinion" under the
- First Amendment. But they do contend that in every defamation case the
- First Amendment mandates an inquiry into whether a statement is "opinion"
- or "fact," and that only the latter statements may be actionable. They
- propose that a number of factors developed by the lower courts (in what we
- hold was a mistaken reliance on the Gertz dictum) be considered in deciding
- which is which. But we think the " `breathing space' " which " `freedoms
- of expression require in order to survive,' " Hepps, 475 U. S., at 772
- (quoting New York Times, 376 U. S., at 272), is adequately secured by
- existing constitutional doctrine without the creation of an artificial
- dichotomy between "opinion" and fact.
- Foremost, we think Hepps stands for the proposition that a statement on
- matters of public concern must be provable as false before there can be
- liability under state defamation law, at least in situations, like the
- present, where a media defendant is involved. {6} Thus, unlike the
- statement, "In my opinion Mayor Jones is a liar," the statement, "In my
- opinion Mayor Jones shows his abysmal ignorance by accepting the teachings
- of Marx and Lenin," would not be actionable. Hepps ensures that a
- statement of opinion relating to matters of public concern which does not
- contain a provably false factual connotation will receive full
- constitutional protection. {7}
- Next, the Bresler-Letter Carriers-Falwell line of cases provide
- protection for statements that cannot "reasonably [be] interpreted as
- stating actual facts" about an individual. Falwell, 485 U. S., at 50.
- This provides assurance that public debate will not suffer for lack of
- "imaginative expression" or the "rhetorical hyperbole" which has
- traditionally added much to the discourse of our Nation. See id., at
- 53-55.
- The New York Times-Butts and Gertz culpability requirements further
- ensure that debate on public issues remains "uninhibited, robust, and
- wide-open," New York Times, 376 U. S., at 270. Thus, where a statement of
- "opinion" on a matter of public concern reasonably implies false and
- defamatory facts regarding public figures or officials, those individuals
- must show that such statements were made with knowledge of their false
- implications or with reckless disregard of their truth. Similarly, where
- such a statement involves a private figure on a matter of public concern, a
- plaintiff must show that the false connotations were made with some level
- of fault as required by Gertz. {8} Finally, the enhanced appellate review
- required by Bose Corp., provides assurance that the foregoing
- determinations will be made in a manner so as not to "constitute a
- forbidden intrusion of the field of free expression." Bose, 466 U. S., at
- 499 (quotation omitted).
- We are not persuaded that, in addition to these protections, an
- additional separate constitutional privilege for "opinion" is required to
- ensure the freedom of expression guaranteed by the First Amendment. The
- dispositive question in the present case then becomes whether or not a
- reasonable factfinder could conclude that the statements in the Diadiun
- column imply an assertion that petitioner Milkovich perjured himself in a
- judicial proceeding. We think this question must be answered in the
- affirmative. As the Ohio Supreme Court itself observed, "the clear impact
- in some nine sentences and a caption is that [Milkovich] `lied at the
- hearing after . . . having given his solemn oath to tell the truth.' "
- Scott, 25 Ohio St. 3d, at 251, 496 N. E. 2d, at 707. This is not the sort
- of loose, figurative or hyperbolic language which would negate the
- impression that the writer was seriously maintaining petitioner committed
- the crime of perjury. Nor does the general tenor of the article negate
- this impression.
- We also think the connotation that petitioner committed perjury is
- sufficiently factual to be susceptible of being proved true or false. A
- determination of whether petitioner lied in this instance can be made on a
- core of objective evidence by comparing, inter alia, petitioner's testimony
- before the OSHAA board with his subsequent testimony before the trial
- court. As the Scott court noted regarding the plaintiff in that case,
- "[w]hether or not H. Don Scott did indeed perjure himself is certainly
- verifiable by a perjury action with evidence adduced from the transcripts
- and witnesses present at the hearing. Unlike a subjective assertion the
- averred defamatory language is an articulation of an objectively verifiable
- event." 25 Ohio St. 3d, at 252, 496 N. E. 2d, at 707. So too with
- petitioner Milkovich. {9}
- The numerous decisions discussed above establishing First Amendment
- protection for defendants in defamation actions surely demonstrate the
- Court's recognition of the Amendment's vital guarantee of free and
- uninhibited discussion of public issues. But there is also another side to
- the equation; we have regularly acknowledged the "important social values
- which underlie the law of defamation," and recognize that "[s]ociety has a
- pervasive and strong interest in preventing and redressing attacks upon
- reputation." Rosenblatt v. Baer, 383 U. S. 75, 86 (1966). Justice Stewart
- in that case put it with his customary clarity:
-
- "The right of a man to the protection of his own reputation from
- unjustified invasion and wrongful hurt reflects no more than our basic
- concept of the essential dignity and worth of every human being--a concept
- at the root of any decent system of ordered liberty.
-
-
-
-
- "The destruction that defamatory falsehood can bring is, to be sure, often
- beyond the capacity of the law to redeem. Yet, imperfect though it is, an
- action for damages is the only hope for vindication or redress the law
- gives to a man whose reputation has been falsely dishonored." Id., at
- 92-93 (Stewart, J., concurring).
-
-
- We believe our decision in the present case holds the balance true.
- The judgment of the Ohio Court of Appeals is reversed and the case remanded
- for further proceedings not inconsistent with this opinion.
- Reversed.
-
-
-
-
-
-
-
- ------------------------------------------------------------------------------
- 1
- The Court has previously denied certiorari twice in this case on
- various judgments rendered by the Ohio courts. See 474 U. S. 953 (1985);
- 449 U. S. 966 (1980).
-
- 2
- In its entirety, the article reads as follows:
- "Yesterday in the Franklin County Common Pleas Court, judge Paul Martin
- overturned an Ohio High School Athletic Assn. decision to suspend the Maple
- Heights wrestling team from this year's state tournament.
- "It's not final yet--the judge granted Maple only a temporary
- injunction against the ruling--but unless the judge acts much more quickly
- than he did in this decision (he has been deliberating since a Nov. 8
- hearing) the temporary injunction will allow Maple to compete in the
- tournament and make any further discussion meaningless.
- "But there is something much more important involved here than whether
- Maple was denied due process by the OHSAA, the basis of the temporary
- injunction.
- "When a person takes on a job in a school, whether it be as a teacher,
- coach, administrator or even maintenance worker, it is well to remember
- that his primary job is that of educator.
- "There is scarcely a person concerned with school who doesn't leave his
- mark in some way on the young people who pass his way--many are the lessons
- taken away from school by students which weren't learned from a lesson plan
- or out of a book. They come from personal experiences with and
- observations of their superiors and peers, from watching actions and
- reactions.
- "Such a lesson was learned (or relearned) yesterday by the student body
- of Maple Heights High School, and by anyone who attended the Maple- Mentor
- wrestling meet of last Feb. 8.
- "A lesson which, sadly, in view of the events of the past year, is well
- they learned early.
- "It is simply this: If you get in a jam, lie your way out.
- "If you're successful enough, and powerful enough, and can sound
- sincere enough, you stand an excellent chance of making the lie stand up,
- regardless of what really happened.
- "The teachers responsible were mainly head Maple wrestling coach Mike
- Milkovich and former superintendent of schools H. Donald Scott.
- "Last winter they were faced with a difficult situation. Milkovich's
- ranting from the side of the mat and egging the crowd on against the meet
- official and the opposing team backfired during a meet with Greater
- Cleveland Conference rival Metor [sic], and resulted in first the Maple
- Heights team, then many of the partisan crowd attacking the Mentor squad in
- a brawl which sent four Mentor wrestlers to the hospital.
- "Naturally, when Mentor protested to the governing body of high school
- sports, the OHSAA, the two men were called on the carpet to account for the
- incident.
- "But they declined to walk into the hearing and face up to their
- responsibilities, as one would hope a coach of Milkovich's accomplishments
- and reputation would do, and one would certainly expect from a man with the
- responsible poisition [sic] of superintendent of schools.
- "Instead they chose to come to the hearing and misrepresent the things
- that happened to the OHSAA Board of Control, attempting not only to
- convince the board of their own innocence, but, incredibly, shift the blame
- of the affair to Mentor.
- "I was among the 2,000-plus witnesses of the meet at which the trouble
- broke out, and I also attended the hearing before the OHSAA, so I was in a
- unique position of being the only non-involved party to observe both the
- meet itself and the Milkovich-Scott version presented to the board.
- "Any resemblance between the two occurrances [sic] is purely
- coincidental.
- "To anyone who was at the meet, it need only be said that the Maple
- coach's wild gestures during the events leading up to the brawl were passed
- off by the two as `shrugs,' and that Milkovich claimed he was `Powerless to
- control the crowd' before the melee.
- "Fortunately, it seemed at the time, the Milkovich-Scott version of the
- incident presented to the board of control had enough contradictions and
- obvious untruths so that the six board members were able to see through
- it.
- "Probably as much in distasteful reaction to the chicanery of the two
- officials as in displeasure over the actual incident, the board then voted
- to suspend Maple from this year's tournament and to put Maple Heights, and
- both Milkovich and his son, Mike Jr. (the Maple Jaycee coach), on two-year
- probation.
- "But unfortunately, by the time the hearing before Judge Martin rolled
- around, Milkovich and Scott apparently had their version of the incident
- polished and reconstructed, and the judge apparently believed them.
- " `I can say that some of the stories told to the judge sounded pretty
- darned unfamiliar,' said Dr. Harold Meyer, commissioner of the OHSAA, who
- attended the hearing. `It certainly sounded different from what they told
- us.'
- "Nevertheless, the judge bought their story, and ruled in their favor.
- Anyone who attended the meet, whether he be from Maple Heights, Mentor,
- or impartial observer, knows in his heart that Milkovich and Scott lied at
- the hearing after each having given his solemn oath to tell the truth.
- "But they got away with it.
- "Is that the kind of lesson we want our young people learning from
- their high school administrators and coaches?
- I think not."
-
- 3
- The court continued:
-
- "This position is borne out by the second headline on the continuation of
- the article which states: `. . . Diadiun says Maple told a lie.' . . . The
- issue, in context, was not the statement that there was a legal hearing and
- Milko vich and Scott lied. Rather, based upon Diadiun's having witnessed
- the original altercation and OHSAA hearing, it was his view that any
- position represented by Milkovich and Scott less than a full admission of
- culpability was, in his view, a lie. . . . A review of the context of the
- statements in question demonstrates that Diadiun is not making an attempt
- to be impartial and no secret is made of his bias. . . . While Diadiun's
- mind is certainly made up, the average reader viewing the words in their
- internal context would be hard pressed to accept Diadiun's statements as an
- impartial reporting of perjury." Scott, 25 Ohio St. 3d, at 252-253, 496 N.
- E. 2d, at 707-708 (emphasis in original).
-
- 4
- Specifically, the court reasoned as follows:
-
- "It is important to recognize that Diadiun's article appeared on the sports
- page--a traditional haven for cajoling, invective, and hyperbole. . . . In
- this broader context we doubt that a reader would assign the same weight to
- Diadiun's statement as if it had appeared under the byline `Law
- Correspondent' on page one of the newspaper. . . . On balance . . . a
- reader would not expect a sports writer on the sports page to be
- particularly knowledgeable about procedural due process and perjury. It is
- our belief that `legal conclusions' in such a context would probably be
- construed as the writer's opinion." Scott, 25 Ohio St. 3d, at 253-254, 496
- N. E. 2d, at 708.
-
-
- 5
- Preliminarily, respondents contend that our review of the "opinion"
- question in this case is precluded by the Ohio Supreme Court's decision in
- Scott, supra. First, respondents claim that the determination by the Ohio
- Supreme Court in Milkovich v. News-Herald, 15 Ohio St. 3d 292, 298, 473 N.
- E. 2d 1191, 1196 (1984), that petitioner is not a public official or figure
- was overruled in Scott. Thus, since petitioner has failed to establish
- actual malice, his action is precluded under New York Times Co. v.
- Sullivan, 376 U. S. 254 (1964) and Curtis Publishing Co. v. Butts, 388 U.
- S. 130 (1967). This contention is meritless. Respondents rely on the
- following statements made by the Ohio Supreme Court in its discussion of
- Scott's status as a public official: " `To say that Milkovich nevertheless
- was not a public figure for purposes of discussion about the controversy is
- simply nonsense,' " Scott, 25 Ohio St. 3d, at 247, 496 N. E. 2d, at 704
- (quoting Milkovich v. Lorain Journal Co., et al., 474 U. S. 953, 964 (1985)
- (Brennan, J., dissenting from the denial of certiorari)), and "we overrule
- Milkovich in its restrictive view of public officials and hold a public
- school superintendent is a public official for purposes of defamation law."
- Scott, 25 Ohio St. 3d, at 248, 496 N. E. 2d, at 704. However, it is clear
- from the context in which these statements were made that the court was
- simply supporting its determination that Scott was a public official, and
- that as relates to petitioner Milkovich, these statements were pure dicta.
- But more importantly, petitioner Milkovich was not a party to the
- proceedings in Scott and thus would not be bound by anything in that ruling
- under Ohio law. See Hainbuchner v. Miner, 31 Ohio St. 3d 133, 137, 509 N.
- E. 2d 424, 427 (1987) ("It is universally recognized that a former
- judgment, in order to be res judicata in a subsequent action, must have
- been rendered in an action in which the parties to the subsequent action
- were adverse parties") (quotation omitted). Since the Ohio Court of
- Appeals did not address the public-private figure question on remand from
- the Ohio Supreme Court in Milkovich (because it decided against petitioner
- on the basis of the opinion ruling in Scott), the ruling of the Ohio
- Supreme Court in Milkovich presumably continues to be law of the case on
- that issue. See Hawley v. Ritley, 35 Ohio St. 3d 157, 160, 519 N. E. 2d
- 390, 393 (1988) ("[T]he decision of a reviewing court in a case remains the
- law of that case on the legal questions involved for all subsequent
- proceedings in the case at both the trial and reviewing levels").
- Nor is there any merit to respondents' contention that the Court of
- Appeals below alternatively decided there was no negligence in this case
- even if petitioner were regarded as a private figure, and thus the action
- is precluded by our decision in Gertz v. Robert Welch, Inc., 418 U. S. 323
- (1974). Although the appellate court noted that "the instant cause does
- not present any material issue of fact as to negligence or `actual malice,'
- " Milkovich v. News-Herald, 46 Ohio App. 3d 20, 24, 545 N. E. 2d 1320, 1325
- (1989), this statement was immediately explained by the court's following
- statement that the Scott ruling on the opinion issue had accorded
- respondents' absolute immunity from liability. See Ibid. The court never
- made an evidentiary determination on the issue of respondents' negligence.
- Next, respondents concede that the Scott court relied on both the
- United States Constitution as well as the Ohio Constitution in its
- recognition of an opinion privilege, Brief for Respondent 18, but argue
- that certain statements made by the court evidenced an intent to
- independently rest the decision on state law grounds, see 25 Ohio St. 3d,
- at 244, 496 N. E. 2d, at 701 ("We find the article to be an opinion,
- protected by Section 11, Article I of the Ohio Constitution. . . ."); id.,
- at 245, 496 N. E. 2d, at 702 ("These ideals are not only an integral part
- of First Amendment freedoms under the federal Constitution but are
- independently reinforced in Section 11, Article I of the Ohio Constitution
- . . ."), thereby precluding federal review under Michigan v. Long, 463 U.
- S. 1032 (1983). We similarly reject this contention. In the Milkovich
- proceedings below, the Court of Appeals relied completely on Scott in
- concluding that Diadiun's article was privileged opinion. See 46 Ohio App.
- 3d, at 23-25, 545 N. E. 2d, at 1324-1325. Scott relied heavily on federal
- decisions interpreting the scope of First Amendment protection accorded
- defamation defendants, see, e. g., 25 Ohio St. 3d, at 244, 496 N. E. 2d, at
- 701 ("The federal Constitution has been construed to protect published
- opinions ever since the United States Supreme Court's opinion in Gertz v.
- Robert Welsh, Inc. [, supra] . . ."), and concluded that "[b]ased upon the
- totality of circumstances it is our view that Diadiun's article was
- constitutionally protected opinion both with respect to the federal
- Constitution and under our state Constitution." 25 Ohio St. 3d, at 254,
- 496 N. E. 2d, at 709. Thus, the Scott decision was at least "interwoven
- with the federal law," was not clear on its face as to the court's intent
- to rely on independent state grounds, yet failed to make a "plain statement
- . . . that the federal cases . . . [did] not themselves compel the result
- that the court . . . reached." Long, supra, at 1040-1041. Under Long,
- then, federal review is not barred in this case. We note that the Ohio
- Supreme Court remains free, of course, to address all of the foregoing
- issues on remand.
-
- 6
- In Hepps the Court reserved judgment on cases involving nonmedia
- defendants, see 475 U. S., at 779, n. 4, and accordingly we do the same.
- Prior to Hepps, of course, where public-official or public-figure
- plaintiffs were involved, the New York Times rule already required a
- showing of falsity before liability could result. Id., at 775.
-
- 7
- We note that the issue of falsity relates to the defamatory facts
- implied by a statement. For instance, the statement, "I think Jones lied,"
- may be provable as false on two levels. First, that the speaker really did
- not think Jones had lied but said it anyway, and second that Jones really
- had not lied. It is, of course, the second level of falsity which would
- ordinarily serve as the basis for a defamation action, though falsity at
- the first level may serve to establish malice where that is required for
- recovery.
-
- 8
- Of course, the limitations on presumed or punitive damages established
- by New York Times and Gertz also apply to the type of statements at issue
- here.
-
- 9
- In their brief, amici Dow Jones, et al. urge us to view the disputed
- statements "[a]gainst the background of a high profile controversy in a
- small community," and says that "[t]hey related to a matter of pressing
- public concern in a small town." Brief for Dow Jones et al. as Amici
- Curiae 27. We do not have the same certainty as do amici that people in a
- "small town" view statements such as these differently from people in a
- large city. Be that as it may, however, amici err in their factual
- assumption. Maple Heights is located in Cuyahoga County, Ohio, and in the
- 1980 census had a population of 29,735. Mentor is located in Lake County,
- Ohio, and in the 1980 census had a population of 42,065. Lake County
- adjoins Cuyahoga County on the east, and in the 1980 census had a
- population of 212,801. Both Maple Heights and Mentor are included in the
- Cleveland standard consolidated statistical area, which in 1980 had a
- population of 2,834,062. The high schools of both Mentor and Maple Heights
- played in the Greater Cleveland Conference.
-