Jоseph E. Coleman, a public official, appeals from the trial court’s denial of his new trial request following a jury defense verdict in a defamation suit. We are asked to determine whether the court abused its discretion by trying the issues of falsity and actual malice separately from — and prior to — the remaining issues. We must also determine whether, as a result of bifurcation, Coleman was precluded from presenting evidence of the publisher’s belief regarding the alleged defamatory nature of certain newspaper articles. We conclude that the court acted well within its sound discretion in ordering bifurcation of the falsity and fault issues and that Coleman was not prohibited from inquiring into the publisher’s state of mind. Accordingly, we affirm.
On March 25, 1983, Coleman filed a defamation suit against Philadelphia Newspapers, Inc. (owner of the Philadelphia Daily News), F. Gilman Spencer, Richard Aregood, Zachary Stalberg and Don Haskin, hereinafter “the Daily News.” This suit followed the Daily News’ publication of two editorial remarks regarding Coleman’s alleged practice, as President of the Philadelphia City Council, of hiring his relatives to fill city jobs. A jury trial was held between January 5, 1988 and January 27, 1988. At the outset, the court ordered that the trial be bifurcated. The court determined that the parties would first litigate the issues of whether the complained of statements were true and whether the publisher acted with actual malice in the publication of these statements. Thereafter, the parties would litigate the issues of the defamatory character of the publication and damages. After the first phase of trial, lasting twelve
I. IN BIFURCATING IN THE TRIAL OF A DEFAMATION CASE THE ISSUES OF FALSITY AND MALICE FROM TRIAL ON THE ISSUES OF DEFAMATION AND DAMAGES?
II. IN EXCLUDING EVIDENCE OF THE PUBLISHERS’ STATE OF MIND REGARDING THE DEFAMATORY CHARACTER OF THE FALSE ARTICLES NOTWITHSTANDING ITS RELEVANCE TO THE ISSUE OF CONSTITUTIONAL MALICE?
III. IN ITS CHARGE TO THE JURY BY INSTRUCTING THE JURY NOT TO CONSIDER MULTIPLE, CUMULATIVE, NEGLIGENT ACTS OF THE DEFENDANTS AS IT RELATED TO THE ISSUE OF MALICE?
IV. IN REFUSING TO GRANT A NEW TRIAL BASED ON THE TRIAL COURT’S BIAS AGAINST THE PLAINTIFF AS EVIDENCED BY THE ENTIRE RECORD?
At issue I, Coleman essentially argues that the court erred by bifurcating the trial into two phases, liability and damages. As an underlying component of this argument and at issue II, Coleman contends that bifurcation of the trial prejudiced him because he was thereby precluded from presenting relevant evidence of the defamatory nature of the Daily News’ statements. We find these contentions to be meritless.
As our distinguished former colleague, the Honorable Gwilym A. Price, Jr., has established, a judge invested with the responsibilities of trial may on his own motion
RULE 213. CONSOLIDATION, SEVERANCE AND TRANSFER OF ACTIONS AND ISSUES. ACTIONS FOR WRONGFUL DEATH AND SURVIVAL ACTIONS
(b) The court, in furtherance of convenience or to avoid prejudice, may, on its own motion or on motion of any party, order a separate trial of any cause of action, claim, or counterclaim, set-off, or cross-suit, or of any separate issue, or of any number of causes of action, claims, counterclaims, set-offs, cross-suits, or issues.
Pa.R.C.P. No. 213(b), 42 Pa.C.S.
Coleman contends that the defamatory character of a publication is an issue which cannot be clеarly delineated as a liability or a damage issue. He argues that the defamatory character of the publication is inexorably interwoven with both the liability issue and the damage issue in a libel action. He places heavy reliance on
Stevenson v. General Motors Corp.,
In
Stevenson,
our supreme court was called upon to decidе whether a jury’s finding of liability — made at the close of the liability phase of a bifurcated proceeding — is unassailable by the trial judge after the damage phase of
Coleman also seeks to rely on Rule 224 of the Pennsylvania Rules of Civil Procedure in contending that the trial court improperly refused to permit the jury to consider evidence pertaining to the defamatory naturе of the publications. That rule provides:
RULE 224. REGULATION OF ORDER OF PROOF
The court may compel the plaintiff in any action to produce all his evidence upon the question of the defendant’s liability before he calls any witness to testify solely to the extent of the injury or damages. The defendant’s attorney may then move for a non-suit. If the motion is refused, the trial shall proceed. The court may, however allow witnesses to be callеd out of order if the court deems it wise so to do.
Pa.R.C.P. No. 224, 42 Pa.C.S.
Although Rule 213(b) and Rule 224 each involve bifurcation, their purposes are clearly distinct and involve entirely different procedures. Rule 213(b) applies in cases such as the one here under review where the trial judge orders separate
trials
of distinct
issues
and the issues are submitted to the trier of fact — the jury — in stages. Under Rule 213(b), the jury actively deliberates on one or more issues, such as liability, before receiving any of the evidence on other issues, such as damages. Where Rule 224 is
Coleman does not direct us to that portion of the record where Rule 224, or the issue of the regulation of the order of proof, was a matter of review before the trial court as required under Pa.R.A.P. 2119(c), (e). There is reference, in the Brief for Appellant, to а portion of the court’s charge, N.T. January 26, 1988 at 9.153 (R.R. Vol. IV at 1684a), which is not implicated by Rule 224. To the extent that Rule 224 may be said to have been applicable in these proceedings, we find no error or abuse, of discretion by the trial judge, and we find that bifurcation was proper for the reasons here set forth.
The court’s decision to bifurcate a trial will not be disturbed absent an abuse of discretion.
Sacco v. City of Scranton,
At all times material to this action Coleman was President of the Philadelphia City Council, thus a public figure, and the published remarks related to his performance in office. In order to рrevail in his defamation action, Coleman was required to prove by clear and convincing evidence that the Daily News acted with knowledge that the statements were false or recklessly disregarded the truth of the statements, also known as actual malice.
New York Times v. Sullivan,
Clearly, here, bifurcation of trial by focusing on the truth of the statements and the existence of actual malice in the first phase facilitated judicial economy, as the second phase relating to damages was actually avoided. In addition, bifurcation minimized the possibility of jury confusion in discerning what evidence of damage was relevant to the threshold question of whether actual malice existed. As the court suspected, counsel’s feverish argument against bifurcation may have stemmed from a desire to garner sympathy from the jury in establishing liability by use of damage evidence. N.T. dated January 15, 1988 at pp. 4.65-4.66.
It is equally clear that Coleman’s case was not hindered in the least' by the court’s decision to bifurcate. First, Coleman’s contention that as a result of bifurcation he was prevented from introducing evidence of the defamatory character of the objectionable statements is simply untrue. Although the court initially denied Coleman’s attempts to introduce thе testimony of several witnesses regarding their knowledge of the defamatory character of the publications, it reversed this decision.
In a discussion between counsel and the court, the court explained to counsel that it initially precluded the evidence because Coleman’s questioning appeared to center around
It appears to me that the in-camera testimony by Mr. Spencer [a Daily News editor] would be admissible, and that the plaintiff would be permitted to call back the local editors of the Daily News, Mr. Stalberg and whoever else. [N.T. dated January 15, 1988 at p. 4.77].
You [Coleman] have won on that point. [N.T. dated January 15, 1988 at p. 4.78].
I am merely saying that Mr. Cramer [Coleman’s cоunsel] may elicit from his witnesses the knowledge from them that they knew that this article, true or false, because that is the only question, true or false, would be harmful to his reputation. [N.T. dated January 15, 1988 at p. 4.81].
The defamation testimony is the only evidence which arguably could have pertained to both phases of trial. Coleman may not now complain that he was prevented from introducing defamation evidence when the court, acting carefully and prudently to ascertain the state of the law on this issue, preserved the testimony of the editor
and
permitted Cole
Second, the relevance of this type of testimony under the facts presented in this case is tenuous. Actual malice may be demonstrated through direct evidence such as delving into the thoughts, opinions and conclusions of the publisher,
Herbert v. Lando,
While the failure to investigate a statement’s truth befоre publication is not of itself sufficient to show actual malice, this court has recognized that where the charges are of a
At issue III, Coleman complains that the court improperly charged the jury. He suggests that thе court’s continual reference to the distinction between carelessness and recklessness and an alleged misstatement on the role of negligence with regard to actual malice gave the jury the impression that they were unable to consider any of the Daily News’ negligent acts. Specifically, Coleman objects to the following portion of the court’s instruction:
I am not suggesting that you can cоnsider negligence on the part of the publishers in deciding whether or not there was constitutional malice.
N.T. dated January 26, 1988 at p. 9.177. In reviewing the sufficiency of a jury charge, we consider the charge in its entirety to determine whether error was committed, and if so, whether Coleman was prejudiced by the error.
Reilly v. SEPTA,
The charge to the jury clearly аnd correctly explained the concept of actual malice and properly distinguished it from negligence and carelessness. The reference above is simply a reiteration of the jury’s duty to determine whether the publisher’s acts or omissions satisfy the actual malice standard. Reading the charge as a whole, as we must do, improves Coleman’s position. Immediately preceding and following the complained of statement, the court specifically instructed the jury that they may consider exactly that conduct which Coleman now complains the court instructed could not be considered. The court stated in its comprehensive jury charge:
You can consider if it has been proven in this case, the state of mind of the publishers of this article, if it has been established what their respective states оf mind were at the time.
You can consider any clear departures from this publisher’s journalistic procedures. You can consider the lack of prepublication investigation, the use of speculated accusations and the failure to utilize or employ effective editorial review.
You can also consider altered substance of an article by the publishers from an underlying source such as the Manoff or Eisner articles.
You can consider whether there was an attempt to verify false information that was published.
You may consider the publishing of an article which the publishers subjectively realized at the time of the publication could not be true.
In addition, you may consider, either way, whether the article or articles were fabricated by the publishers [or]were the products of the publisher's imagination in considering whether this was constitutional malice.
You may consider whether there was a prompt retraction, whatever that means, or a correction of an error.
N.T. dated January 26,1988 at pp. 9.176-9.178. The court’s point in making the complained of excerpt was not that the publisher’s “negligent” acts could not be considered but rather that these acts must be viewed in the context of constitutional/actual malice and not negligence. This was entirely correct and the jury charge when viewed in its entirеty, some fifty-eight pages, does not evidence an error on the part of the court.
At issue IV, Coleman asserts that a new trial should be granted “under the totality of the circumstances and rulings in this case.” He alleges general error with respect to the courts’ rulings on: 1) bifurcation, 2) cross-examination of the parties, 3) the requirement that he prove mental anguish by expert testimony, 4) the “Epps affair”, 5) evidentiary matters, and 6) the jury charge. Coleman’s objections to bifurcation and to the jury charge have been discussed above and need not be addressed further. Coleman makes no specific objection to the court’s evidentiary rulings or its rulings on cross-examination and therefore, these objections are waived. Pa.R.C.P. 227.1(b).
In re Estate of Hall,
With respect to the expert medical testimony, Coleman could not have been prejudiced by a preliminary ruling relevant only to the damage phase of the case which never occurred.
Next, Coleman’s reference to the Epps affair aрparently refers to the testimony of his daughter Stephanie. During trial, Stephanie testified that she was discriminated
Having found no merit to any of the issues raised on appeal, we affirm the order of the court of common pleas denying post-trial motions.
Order affirmed.
