Gilbert v. Bernard

4 Mass. L. Rptr. 143
CourtMassachusetts Superior Court
DecidedJuly 7, 1995
DocketNo. 9102125
StatusPublished

This text of 4 Mass. L. Rptr. 143 (Gilbert v. Bernard) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gilbert v. Bernard, 4 Mass. L. Rptr. 143 (Mass. Ct. App. 1995).

Opinion

Garsh, J.

This is a defamation action in which the plaintiff, William Gilbert (“Gilbert”), seeks damages for slander and libel from the defendant, Ralph Bernard (“Bernard”). At the pretrial conference, the parties expressed disagreement as to whether the plaintiff bears the burden of proving the falsity of the allegedly defamatory statements or whether the defendant bears the burden of proving the truth of those statements. The plaintiff then sought a ruling that, since he is neither a public official nor a public figure, “he must only allege the falsity of the defamatory statements, and it is up to the defendant... to prove truth as an affirmative defense.”1 For the reasons set forth below, the plaintiffs request for that ruling of law is denied.

BACKGROUND

At all relevant times, Gilbert has been employed as the Business Manager of the BristolPlymouth Regional School District, a public school district that operates a single school, the BristolPlymouth Regional Technical High School (the “School”). The Business Manager is subordinate to the SuperintendentDirector who, in turn, is subordinate to the School Committee. Bernard works for the School as an electrical instructor.

In the fall of 1990, Bernard stated, in conversation with the superintendent, that electrical supplies installed by him at Gilbert’s home were paid for by the School. He also stated that he believed that Gilbert was misusing school funds and that Gilbert had charged items for his personal use on school accounts. Bernard reiterated these oral statements in a letter to the School Board.

DISCUSSION

“[A]t least where a newspaper publishes speech of public concern, a privatefigure plaintiff cannot recover damages without also showing that the statements at issue are false.” Philadelphia Newspapers, Inc. v. Hepps, 475 U.S. 767, 76869 (1986). The issue presented here is when, if ever, must a privatefigure plaintiff prove falsity in an action against a nonmedia defendant. This question is one that the Supreme Court noted it need not consider. Id. at 779 n.4; see also McAvoy v. Shufrin, 401 Mass. 593, 59798 n.4 (1988) (“We need not consider whether the Hepps holding applies here because altering the burden of proof would not change the result of this case . .. We note also that the trial judge instructed the jury that the plaintiff had the burden of proving falsity . . .”). Precedent, logic and the deep commitment of this Commonwealth and nation to protecting the free speech of all its citizens compel placing the burden of proving falsity upon Gilbert.

Before the common law of defamation became infused with, and/or controlled by, First Amendment principles, the standard was one of strict or absolute liability. Sweet v. Post Publishing Co., 215 Mass. 450, 45354 (1913) (newspaper liable for publishing inaccurate report of judicial proceedings despite its exercise of reasonable care and diligence and the fact inaccuracies resulted from “honest mistake”); Burt v. Advertiser Newspaper Co., 154 Mass. 238, 24445 (1891) [144]*144f“[I]t is not a justification that the defendant had reasonable cause to believe [the charges in an investigative report] to be true. A person publishes libellous matter at his peril.”). Truth was an absolute defense to slander and, in the absence of malice, a defense to libel. Cornerford v. Meier, 302 Mass. 398, 402 (1939).2 At common law, the plaintiff bore only the burden of alleging the falsity of the alleged defamatory communication. It was up to the defendant to prove truth as an affirmative defense. Maloof v. Post Publishing Co., 306 Mass. 279, 280 (1940).

Beginning with New York Times v. Sullivan, 376 U.S. 254 (1964), the Supreme Court radically altered the common law landscape, introducing into the lingo of defamation law terms like “public official,” “public figure,” “actual malice,” and “matter of public concern." In New York Times v. Sullivan, the Court held that the federal constitution mandates that a public official may not recover damages for defamation without proof that the defendant acted with actual malice — knowledge of the falsity of the statement or reckless disregard for its truth or falsity. Id. at 279280. The alteration of common law continued in Gertz v. Robert Welch, Inc., 418 U.S. 323 (1974), where the Supreme Court held that “so long as they do not impose liability without fault, the States may define for themselves the appropriate standard of liability for a publisher or broadcaster of defamatory falsehood injurious to a private individual.” Id. at 347.

1. Stone v. Essex County Newspapers, Inc.

The Supreme Court’s holding in Gertz was an “apparently unprecedented modification ... of the civil common law of the States.”3 Stone v. Essex County Newspapers, Inc. 367 Mass. 849, 85859 n.6 (1975). In response to, but not limited by, Gertz, the Supreme Judicial Court modified the common law of Massachusetts by holding, without any qualifications, that “private persons . . . may recover compensation on proof of negligent publication of a defamatory falsehood” and upon proof of actual compensatory damages. Id. at 858, 860 (emphasis in original). The Stone court did not hold that a private person may recover on proof of negligent publication of a “defamatory statement;” rather it required proof by the plaintiff of a “defamatory falsehood.” Id. at 858. Although the primary focus of the decision in Stone was the issue of fault, its holding was not so circumscribed. Stone expressly requires a plaintiff to prove negligence, publication of a defamatory falsehood and damages. Id.

Unlike Gertz, the holding in Stone applies regardless of whether the statements involve matters of public or private concern. See New England TractorTrailer v. Globe Newspaper Co., 395 Mass. 471, 477 n.4 (1985) (discussing uncertainly about whether Gertz applies only to matters of public concern and concluding that, under Massachusetts common law, a private plaintiff must prove negligence even with respect to purely private matters).4 Moreover, although Stone involved a media defendant, unlike Gertz, the Stone court did not expressly limit its holding to media defendants, and it has not been so limited in its application. E.g., Dexter’s Hearthside Restaurant Inc. v. Whitehall Co., 24 Mass.App.Ct. 217, 220, rev. denied, 400 Mass. 1104 (1987) (applying Stone’s damages rule to wholesaler of alcoholic beverages); cf. Jackson Sales Co., Inc. v. Sindorf, 350 A.2d 688, 69596 (Md. 1976) (negligence standard applies, as a matter of state law, to defamation cases brought against media and nonmedia defendants); Gazette, Inc. v. Harris, 325 S.E.2d 713, 726 (Va.J, cert. denied, 472 U.S. 1032 (1985) (holding as a matter of state law, negligence standard applies to media and nonmedia defendants alike because “(i]t would indeed be bizarre to hold as a matter of tort law that individuals are liable without fault while the media is liable only upon a showing of negligence”).

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4 Mass. L. Rptr. 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gilbert-v-bernard-masssuperct-1995.