Mize v. McGraw-Hill, Inc.

86 F.R.D. 1, 29 Fed. R. Serv. 2d 1447, 5 Media L. Rep. (BNA) 2614, 1980 U.S. Dist. LEXIS 17161
CourtDistrict Court, S.D. Texas
DecidedMarch 5, 1980
DocketCiv. A. No. 76-H-1100
StatusPublished
Cited by7 cases

This text of 86 F.R.D. 1 (Mize v. McGraw-Hill, Inc.) is published on Counsel Stack Legal Research, covering District Court, S.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mize v. McGraw-Hill, Inc., 86 F.R.D. 1, 29 Fed. R. Serv. 2d 1447, 5 Media L. Rep. (BNA) 2614, 1980 U.S. Dist. LEXIS 17161 (S.D. Tex. 1980).

Opinion

SINGLETON, Chief Judge.

This defamation action arises out of an article entitled “The Tangled Valhi” published by McGraw-Hill in the August 25, 1975 issue of “Business Week” magazine. On June 11, 1979, this court denied plaintiff Mize’s motion to compel further answers to plaintiff’s first set of interrogatories, thereby protecting the identity of a confidential source used in preparing the article. Plaintiff moved for a rehearing of the motion to compel, in light of the recent Supreme Court decision, Herbert v. Lando, 441 U.S. 153, 99 S.Ct. 1635, 60 L.Ed.2d 115 (1979). Plaintiff also moved that this court certify plaintiff’s motion for a rehearing of the motion to compel. However, the court again denies plaintiffs’ motion to compel.

In the Memorandum and Order1 disposing of the original motion to compel, this court outlined two sets of considerations that bear on the issue of compelled disclosure of confidential sources. First, the court set forth a case by case test in which the need for disclosure is balanced against the need for confidentiality to protect the news gathering process. The court derived this test from Garland v. Torre, 259 F.2d 545 (2d Cir. 1958) and subsequent cases. Branzburg v. Hayes, 408 U.S. 665, 92 S.Ct. 2646, 33 L.Ed.2d 626 (1972); Silkwood v. Kerr-McGee Corp., 563 F.2d 433 (10th Cir. 1977); Carey v. Hume, 160 U.S.App.D.C. 365, 492 F.2d 631 (D.C. Cir. 1974) cert. dismissed, 417 U.S. 938, 94 S.Ct. 2654, 41 L.Ed.2d 661 (1974); Baker v. F & F Investment, 470 F.2d 778 (2d Cir. 1972); Cervantes v. Time, Inc., 464 F.2d 986 (8th Cir. 1972); Apicella v. McNeil Laboratories, Inc., 66 F.R.D. 78 (E.D.N.Y.1975); Gulliver’s Periodicals, Ltd. v. Chas. Levy Cir. Co., 455 F.Supp. 1197 (N.D.Ill.1978).

[2]*2Second, the court considered the nature of the pretrial discovery. Specifically, the court examined how much pretrial discovery had been conducted, the fruits of that discovery, and the resulting need for compelled disclosure of reporter’s confidential sources. The court extracted this “last resort” principle from Carey v. Hume, supra and Cervantes v. Time, Inc., supra.

The court denied the plaintiff’s motion to compel. It concluded from the record that Mr. Mize sought to compel disclosure as a matter of preliminary discovery, not as a matter of last resort. The court wrote,

There is no evidence in the record of attempts by this plaintiff to discover facts which would prove or lead to proof of the required elements of his claim. None of the courts which have ordered disclosure of a confidential news source have done so on the basis of a relatively barren record such as this. Such paramount competing interests as freedom of the press and a plaintiff’s right to develop his case cannot be weighed and balanced in a vacuum.

Memorandum and Order, 82 F.R.D. at 478, June 11, 1979. Hence this court denied the plaintiffs motion to compel without reaching the balancing test.

The plaintiff requested a rehearing of the motion to compel disclosure of the confidential sources in light of the recent Supreme Court decision, Herbert v. Lando, supra. The court grants plaintiff’s motion for a rehearing, but finds that Herbert v. Lando alters neither the standard applied by the court in reaching its original decision nor the' decision itself.

Herbert v. Lando, 441 U.S. 153, 99 S.Ct. 1635, 60 L.Ed.2d 115 (1979), involved a public figure’s claim of defamation in a television broadcast and magazine article against the author-editor of the broadcast and article. In order to recover for defamation, a public figure plaintiff must prove that the allegedly damaging falsehood was published with “actual malice.” New York Times v. Sullivan, 376 U.S. 254, 84 S.Ct. 710, 11 L.Ed.2d 686 (1964). To prepare his case in light of this standard, Herbert deposed the defendant, asking questions concerning the editorial process and the state of mind of the editors, producers, and publishers. The defendant refused to answer those questions. Plaintiff sought an order to compel answers. The district court granted the motion, rejecting defendant’s claim of Constitutional privilege. The court of appeals reversed the district court’s decision. The Supreme Court reversed the court of appeals’ decision.

At the outset, the Supreme Court stated that the first amendment’s guarantee of free speech and free press did not create an absolute privilege, barring the plaintiff from inquiring into the editorial processes of those responsible for the allegedly defamatory publication. Based on that premise, the court considered three factors in deciding that disclosure should be compelled: the nature of the case, the effect of disclosure on the flow of information, and the impact of disclosure on the litigation from the defendants viewpoint.

In the Court’s opinion, the state of mind of the editors and writers formed a crucial element of the plaintiff’s case. Precluding direct discovery would substantially prevent the plaintiff from establishing his case. Moreover, the Court decided that revelation of the editorial processes would not chill the free flow of truthful information, the paramount public interest at stake and the interest of the publishers. It would only inhibit the malicious publication of falsehoods. Finally, the Court estimated that restricting direct inquiry into the editorial processes would not ease the burden on the press of defending defamation suits. Only complete immunity of the press would substantially reduce the burdens of litigation, but the Court refused to endorse such a measure. Consequently, the Supreme Court upheld the district court order compelling disclosure of the editorial process.

The Supreme Court’s decision in Herbert v. Lando does not undermine the standard applied by this court or this court’s decision denying Mr. Mize’s motion to compel disclosure of confidential sources. The absence of an absolute privilege for newspaper edi[3]*3tors and reporters does not imply the absence of a qualified privilege which may be recognized in certain circumstances. Thus, the case by case approach adopted by this court is the appropriate method for disposing of such motions.

The Supreme Court in Herbert employed a test balancing the plaintiff’s need for the disclosure against the publisher’s claim of confidentiality of the editorial process which encompassed both the publisher’s and the public’s interests in the free flow of information. This court described ostensibly the same test when considering whether McGraw Hill’s confidential sources should be disclosed. However, this court did not reach the balancing test in our original decision, due to the paucity of the record regarding discovery.

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86 F.R.D. 1, 29 Fed. R. Serv. 2d 1447, 5 Media L. Rep. (BNA) 2614, 1980 U.S. Dist. LEXIS 17161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mize-v-mcgraw-hill-inc-txsd-1980.