The Lexington Herald-Leader Co. v. Beard

690 S.W.2d 374, 11 Media L. Rep. (BNA) 1376, 1984 Ky. LEXIS 281
CourtKentucky Supreme Court
DecidedDecember 20, 1984
StatusPublished
Cited by9 cases

This text of 690 S.W.2d 374 (The Lexington Herald-Leader Co. v. Beard) is published on Counsel Stack Legal Research, covering Kentucky Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
The Lexington Herald-Leader Co. v. Beard, 690 S.W.2d 374, 11 Media L. Rep. (BNA) 1376, 1984 Ky. LEXIS 281 (Ky. 1984).

Opinions

LEIBSON, Justice.

This case involves the scope of discovery in a libel case.

[375]*375Respondents are thirteen former employees of the University of Kentucky’s Tobacco and Health Institute who sued the mov-ant, a Lexington newspaper, claiming that the newspaper had- published a series of articles about the Institute containing false and defamatory statements that the respondents were “fired,” that they were “incompetent, crooked, or useless,” and that the Institute was a “cesspool.”

In June, 1981, shortly after suit was filed, the respondents served a subpoena duces tecum on three reporters involved in the publication of the allegedly defamatory articles directing them to produce at deposition “all documents of whatever nature relating to the matters in controversy herein, including but not limited to any memo-randa of interviews, records of people interviewed, notes of whatever nature, mem-oranda of phone calls, reports of independent agencies, and any and all other materials acquired during the course of investigation or preparation of the newspaper stories referred to in the complaint .... ”

The movant responded with a motion to quash, alleging the material was “nondis-coverable, at this time, by virtue of the First Amendment to the United States Constitution and KRS 421.100.”

The matter was argued but was not ruled upon until February 16, 1983. In the interim the court had required the mov-ants, as plaintiffs, to pursue other methods of discovery which included deposing the former director of the Institute at the time, to whom much of the information reported was attributed, and serving and answering extensive interrogatories.

It was only after this discovery had failed to produce answers to basic questions as to what information was in the possession of the reporters at the time of publication that the trial court overruled the motion to quash while imposing certain “conditions.” These conditions included that the newspaper would be “permitted to furnish copies of the reporters’ notes in lieu of the original thereof,” would be permitted “to delete from the copies ... such portions of the notes as refer solely to matters other than the issues raised by the allegations of the complaint,” and would be entitled to a further hearing whenever there was “any doubt as to whether material should or should not be deleted.”

Simply stated, the key question in this case is whether or not the articles published were based on information in the possession of the reporters at the time, and the respondents claimed that as a practical matter there was no reasonable or practical alternative to the subpoenas duces tecum for obtaining such discovery at the point where the trial court acted to overrule the newspaper’s motion to quash, which was further qualified by its protective order. Further, the respondents concede as a fact for purposes of this case that the order as restricted to furnishing “copies of the reporters’ notes in lieu of the original,” means that the names of the informants shall be deleted, thus recognizing the statutory privilege conferred by KRS 421.100 protecting news media from disclosure of “the source of any information procured or obtained by [a reporter], and published in a newspaper-”1

The trial court specified that its discovery order should be a final order subject to appeal. CR 54.02. In March 1983 the newspaper perfected an appeal to the Court of Appeals, seeking to raise statutory and constitutional questions as to the discovery required by the trial court’s order. In March 1984 by “Opinion and Order,” the Court of Appeals dismissed the newspaper’s appeal on grounds that “[d]es-pite the recitation of finality in the order ... the order is interlocutory in nature and does not finally adjudicate the rights of the parties below.” The Court of Appeals cited Hook v. Hook, Ky., 563 S.W.2d 716, 717 (1978):

“Where an order is by its very nature interlocutory, even the inclusion of the [376]*376recitals provided for in CR 54.02 will not make it appealable.”

Because of the importance of underlying considerations in this case involving the scope of freedom of the press, we granted discretionary review. After considering both the procedural question as to the right to appeal a discovery issue of this nature, and the larger question of the competing interests involved, we affirm.

First, as to the procedural question. The test for determining the appealable character of an order of the trial court is whether “... the order grants or denies the ultimate relief sought in the action or requires further steps to be taken in order that parties’ rights may be finally determined.” Evans Elkhorn Coal Co. v. Ousley, Ky., 388 S.W.2d 130, 130-131 (1965).

In Claussner Hosiery Co. v. City of Paducah, 275 Ky. 149, 120 S.W.2d 1039 (1938), we held that the trial court’s order granting a subpoena duces tecum requiring the witness to produce the books and records of a corporation was “purely interlocutory” and therefore, not appealable. 120 S.W.2d at 1040. In Crook v. Schumann, 292 Ky. 750, 167 S.W.2d 836 (1942), a stockholder’s action for mismanagement, we reaffirmed that such an order is “clearly interlocutory and not appealable.” 167 S.W.2d at 839.

Movant takes the position that it is not necessary for all issues between the parties to be finally resolved before an order may be designated as final for purposes of appeal, relying primarily on Ratliff v. Fiscal Court of Caldwell County, Kentucky, Ky., 617 S.W.2d 36 (1981). Ratliff was a condemnation case where the condemnee challenged the exercise of the power of eminent domain. We recognize the condemnee’s right to appeal an interlocutory judgment granting the condemnor the immediate right of possession even though the issue of damages remained undecided.

The qualitative distinction between a discovery order and an order divesting a property owner of his property should be readily apparent. An order of immediate possession which irreversibly disposes of the use and possession of property is final in character even though there is another issue in the case, compensation for the taking, which remains to be decided. A discovery order is totally dissimilar. As a general proposition to permit appeals from discovery orders would create intolerable delay and unmitigated chaos in the progress of the litigation.

But, of course, it is not enough to dispose of the present case on the basis of the rule foreclosing appeal of a discovery order in ordinary circumstances. Discovery is challenged here on the basis that there is a competing public interest of constitutional magnitude, freedom of the press. Although movant has elected to proceed by appeal, the right to seek a writ of prohibition is not abandoned.

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The Lexington Herald-Leader Co. v. Beard
690 S.W.2d 374 (Kentucky Supreme Court, 1984)

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Bluebook (online)
690 S.W.2d 374, 11 Media L. Rep. (BNA) 1376, 1984 Ky. LEXIS 281, Counsel Stack Legal Research, https://law.counselstack.com/opinion/the-lexington-herald-leader-co-v-beard-ky-1984.