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2012 COA 207
Colo. Ct. App.
2012
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Background

  • Family rivalry among L.S. Shoen's four eldest sons (Sam, Mark, Joe, Michael) led to insiders/outsiders split and derivative suit against AMERCO; media coverage followed.
  • Eva Shoen's murder in Telluride (Aug 1990) with evidence of a potential struggle, blood, and injections; Sam was in Arizona at the time.
  • U-Haul investigators surveilled Sam and relayed unsubstantiated accusations to the Sheriff's Department, including alleged affairs and a confession.
  • 1993–1994: Unsolved Mysteries episode produced new tips; Frank Marquis later confessed to killing Eva; Marquis pled guilty in 1994.
  • 2007 TruTY documentary episode about Eva's murder aired Jan 2008; Mark sued Sam for defamation; court ruled some statements defamatory per se; trial2-week verdict favored Sam.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Choice of law governing the defamation claims Arizona law should apply Colorado law applied Waived; Colorado law applied
Whether the statements involve a public concern Not a matter of public concern Yes, public concern governs Public concern established; higher burden applies
Appropriate burden of proof given public concern Preponderance sufficient to prove falsity Clear and convincing required to prove falsity Heightened burden (clear and convincing) applies; court applied it

Key Cases Cited

  • Garrison v. Louisiana, 379 U.S. 64 (U.S. 1964) (speech about public officials; public interest overrides private reputation)
  • Cox Broadcasting Corp. v. Cohn, 420 U.S. 469 (U.S. 1975) (public concern about crimes and judicial processes overruns private interests)
  • McIntyre v. Jones, 194 P.3d 519 (Colo. App. 2008) (public concern standard; limited public figure considerations)
  • Williams v. Continental Airlines, Inc., 943 P.2d 10 (Colo. App. 1996) (public concern analysis; burden shifts to falsity with higher standard)
  • Borden v. Paul Revere Life Ins. Co., 935 F.2d 370 (1st Cir. 1991) (consistency in choice-of-law position; waiver considerations)
Read the full case

Case Details

Case Name: Shoen v. Shoen
Court Name: Colorado Court of Appeals
Date Published: Nov 21, 2012
Citations: 2012 COA 207; 292 P.3d 1224; 2012 Colo. App. LEXIS 1918; 40 Media L. Rep. (BNA) 2649; 2012 WL 5871443; No. 11CA2553
Docket Number: No. 11CA2553
Court Abbreviation: Colo. Ct. App.
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    Shoen v. Shoen, 2012 COA 207