The plaintiff, Norman F. Dacey, published a book entitled “How to Avoid Probate!” Subsequent to the publishing of this book, the defendant, the Connecticut Bar Association, published a pamphlet entitled “Understanding Probate! or Don’t be Dead—Wrong!” The plaintiff contended that some of the statements in this pamphlet were libelous and he brought an action in libel against the defendant. The jury awarded $60,000 general damages in favor of the plaintiff and the defendant has appealed.
At the outset, the plaintiff has challenged the propriety of this court’s determining the appeal. Every justice of this court is a member of the dеfendant association. The plaintiff’s counsel does not claim personal bias on the part of any member of this court but claims that the appearance of impropriety is in issue. Further, the plaintiff suggests that the impartiality of the members of this court has been and will be questioned.
The plaintiff cites General Statutes § 51-39
1
and
A challenge on the basis of disqualification of a judge or justice is not one which can be considered lightly. This state early has taken the view that any judge having an interest in a pending case should disqualify himself from hearing the case.
Wood
v.
Hartford Fire Ins. Co.,
In the event that the plaintiff should prevail in this appeal, the defendant has voted that the dues of each justice would be reduced so that none of the justices would contribute to the payment of the judgment. Whether this is done or not, the pecuniary interest of each justice is de minimis and is comparable to the interest of the judge that determines the tax apрeal of a litigant against a town
During oral argument when the plaintiff’s counsel was told that a full court could not be formed from among the total membership of this court and the Superior Court who were not members of the defendant, counsel suggested that this court find the issues for the plaintiff and let the defendant attempt to obtain certiorаri from the United States Supreme Court.
Article fifth, § 1, of the state constitution vests the judicial power of the state in the courts. The Supreme Court exercises appellate jurisdiction as defined by law. This judicial responsibility is an attribute of sovereignty. There is a limitation upon the right or duty of judges to disqualify themselves. “Disqualification must yield to necessity where to disqualify would destroy the only tribunal in which relief could be had and thus preclude determination of the issue. In such case it has been held, consistently, the court must act no matter how disagreeable its task may be.”
New Jersey State Bar Assn.
v.
New Jersey Assn. of Realtor Boards,
The defendant is entitled by law to appeal to this court. General Statutes § 52-263. There is no other appellate tribunal to which, under the law, the defendant can appeal. It was sued and a verdict was rendered against it. It brought the appeal in due course. Both parties have orally argued the appeal and both have submitted extensive briefs. In this situation, the only course open to us is to consider the arguments and decide the appeal. See Evans v. Gore, supra.
The defendant claims the court erred in certain rulings on evidence, in its refusal to charge as requested, in its chargе to the jury and in not setting aside the verdict and rendering judgment notwithstanding the verdict.
The plaintiff’s claims of proof include the following : In 1965 the plaintiff, a financial consultant, trustee, writer and lecturer on various estate planning subjects, wrote and published a book entitled “How to Avoid Probate!” hereinafter referred to as the plaintiff’s book. Approximately one million copies of this book have been sold. The plaintiff has written two other books, one prior and one sub
In thе plaintiff’s book he wrote on page 11: “Most estate planners recommend joint ownership of the family home but caution against similar holding of other property. Many people have joint checking or savings accounts in banks. It is not uncommon for banks to block such accounts upon the death of one of the co-owners. It would be a good idea for the survivor to go to the bank promptly, withdraw the money and transfer it to a new account in his or her name. Ask your bank to write you a letter stating what its policy is in this respect, so you’ll be forewarned. In some states, safe deposit boxes of deсeased persons can be opened only by a representative of the probate court or a state inheritance tax appraiser. In Illinois, such state appraisers were accused of looting deposit boxes of $40,000 in cash and securities over a period of only a few months. In states having such requirements on safe deposit boxes, it may be desirable for husband and wife to have two boxes. His property is deposited in her box and her property in his box. Under this arrangement when the deceased husband’s deposit box is opened, no property belonging to him is to be found—it’s all in his wife’s bоx, to which she has ready, unquestioned access.”
After the publication of his book, the plaintiff became aware of the publication of a pamphlet by the defendant entitled “Understanding Probate! or Don’t be Dead—Wrong!” hereinafter referred to as the defendant’s pamphlet. On page 11 of the pamphlet it states: “Mr. Dacey suggests that husband and wife have separate safe deposit boxes and
Subsequent to the publication of the defendant’s pamphlet there was an increasing chill on the plain
The defendant’s сlaims of proof include the following: The defendant is a voluntary association of practicing lawyers dedicated to public' service. Following the publication of the plaintiff’s book there was an increasing number of inquiries and complaints about it brought to the attention of the council which conducts the business of the defendant between meetings of its board of delegates and its full membership. The inquiries indicated that the public was confused or could be confused about certain aspects of the plaintiff’s book. The defendant considered it significant in interpreting the plaintiff’s book that the advice in the plaintiff’s book which the defendant considered particularly misleading was in a book entitled “How to Avoid Probate!” and in chapters containing the words “Avoiding Probate.” It was the defendant’s interpretation that the plaintiff’s book advocated the nondisclosure of assets or the improper avoidance of probate. As a result, various meetings were held,
The defеndant claims that the court was in error in several rulings on evidence. Paragraph 7 of the complaint alleges: “In further discussing the plaintiff’s statements set forth in paragraph 5 above, [referring to the plaintiff’s statement concerning joint accounts and safety deposit boxes] and in other portions of plaintiff’s book, the defendant’s pamphlet at page 17 reads as follows: ‘The worst that could happen to the Dacey believer is a term in jail. Some of Dacey’s recommendations regarding joint accounts, safe deposit boxes, and certificates of title which lead to a failure to disсlose assets could be fraudulent as to creditors, the state and Uncle Sam.’ ” During the cross-examination of the president of the defendant at the time the pamphlet
The complaint alleges that the statement in paragraph 7 is one of two libelous statements made in the defendant’s pamphlet. Following the plaintiff’s advice as to certificates of title is included, in paragraph 7, as one of the reasons a Dacey believer could go to jail. It is mentioned with joint accounts and safe deposit boxes. Further, in a subsequent paragraph, the plaintiff alleges that the “defendant published the statements ... in paragraphs 6 and 7 [paragraph 6 referring tо safe deposit boxes only and paragraph 7 referring to “Dacey believers”]
Although the complaint stresses that the safe deposit box instructions in the plaintiff’s book were not fostering illegal acts, it relies heavily on the claim that the statements referring to “Dacey believers,” which include references to certificates of title, were libelous. It is evident that the complaint was framed so that the statements relating to safety deposit boxes in the plaintiff’s book would be the issue litigated as far as he was concerned but it is also evident that the plaintiff was relying with grеat weight on the statements in the defendant’s pamphlet relating to “Dacey believers” going to jail which included, as one of the bases for those statements, the plaintiff’s instructions relating to certificates of title of motor vehicles. It is noteworthy that the plaintiff brought out that joint accounts and survivorship estates were recommended by attorneys, and the president of the defendant was extensively cross-examined by the plaintiff’s counsel in this regard, yet the matter of joint accounts is treated by the plaintiff’s complaint in the same manner as certificates of title of motor vehicles. The defendant was entitled to defend the
The plaintiff claimed that his services and income were practically destroyed by the publication of the defendant’s pamphlet. During the course of the trial, the defendant offered and the court allowed into evidence six publications of the bar associations in various states and a consumer report magazine. The defendant claimed, among other things, that if ¿he plaintiff suffered general damages then these other publications were at least in part the cause of such damages. See
Hartmann
v.
American News Co.,
In the bill of exceptions, the plaintiff chafges that the court erred in allowing intо evidence the six publications which were critical of the plaintiff. The portions of these publications which did not pertain to the criticism of the matters referred to in the defendant’s pamphlet were not admissible. This is especially so concerning the repetition of statements made by this court in a case which concerned the unauthorized practice of law and not the matters contained in the plaintiff’s book. The objections were general, however, and when the publications were offered as exhibits, the record indicates that the inadmissible portions were not pointed out to the court. If any portion of an exhibit is admissible, then a general objection is not sufficient. It is incumbent upon a party to point out the inadmissible parts with specificity and to give reasons why the specific parts are not admissible. The court was not in error in admitting the
The defendant claims that the court erred by refusing to charge the jury that the plaintiff must prove actual malice with convincing clarity. Instead, the court charged that the plaintiff must prove actual malice by a fair preponderance of the evidence.
The burden of persuasion in an ordinary civil action is sustained if evidence “induces in the mind of the trier a reasonable belief that it is more probable than otherwise that the fact in issue is true.”
Darrow
v.
Fleischner,
The United States Supreme Court, in
New York Times Co.
v.
Sullivan,
The evidence adduced to prove actual malice must do so with “convincing clarity.”
New York Times Co.
v.
Sullivan,
supra, 285-86. The degree of belief conveyed by the words “convincing clarity” has been restated as “clear and convincing proof.”
Gertz
The phrase “clear and convincing proof” denotes a degree of belief that lies between the belief that is required to find the truth or existence of the
The defendant claims the court erred in denying its motion to set aside the verdict and for judgment notwithstanding the verdict. It claims that the statements, which were limited, were true as made. Truth is a defense in a civil action for libel.
Bartlett
v.
Flaherty,
The complaint alleges that the purpose of using separate safe deposit boxes was to give the surviving spouse quick access to the decedent’s important documents, such as wills, deeds, and insurance policies, that the plaintiff needs without waiting for the wheels of probate to start meshing and rolling. The evidence does not show that the plaintiff’s book affirmatively, or sрecifically, advocates the nondisclosure of assets or the nonpayment of taxes.
A further ground asserted in the defendant’s motion at the trial was that the verdict was against the evidence in that the plaintiff did not prove actual malice with convincing clarity as a matter of law. The court’s denial is tested by the evidence printed in the appendices to the briefs.
Moriarty
v.
Lippe,
In determining whether there was sufficient evidence to show actual malice, we are mindful that litigants have a constitutional right to have issues of fact determined by the jury.
Desmarais
v.
Pinto,
Making all decisions as to credibility and drawing-all inferences in favor of the plaintiff, we cannot hold that the jury could not believe, as a matter of law, to the extent required by the burden of clear and convincing proof, that the defendant published its pamphlet with actual malice.
•In view of the fact that a new trial is required, the remaining assignments of error need not be considered.
There is error, the judgment is set aside and a new trial is ordered.
In this opinion the other judges concurred.
Notes
“[General Statutes] Sec. 51-39. disqualification by relationship OR INTEREST. JUDGE HAY ACT WITH CONSENT OF PARTIES. When there is so near a relationship between any judge and any party in any proceeding in court before him, as between father and son, brothers or uncle and nephew, by nature or marriage, or landlord and tenant; or when any judge may be liable to contribute to the damages, costs or expenses of any such proceeding, or when he may receive a direct pecuniary benefit by the determination thereоf, he shall be disqualified to act, except as herein provided. No judge shall be disqualified to act in any proceeding by reason of his being
“CODE OF JUDICIAL CONDUCT
Canon 1. A Judgе should uphold the integrity and independence of the judiciary.
Canon 2. A Judge should avoid impropriety and the appearance of impropriety in all his activities.
Canon 3. A Judge should perform the duties of his office impartially and diligently.”
The offers of proof of both parties were more extensive but the recited facts are sufficient to discuss the claims of error which are dispositive of this appeal. The defendant has attacked three of the plaintiff’s offers of proof. As there was evidence tending to prove the existence of the facts in those offers of proof, they remain unсhanged. Practice Book § 635, repealed as of October 1, 1974.
Those recommendations, appearing at p. 237 of the plaintiff’s book, are:
“On the back of nearly all automobile registration certificates is a place where you are to sign if you sell the car or turn it in on a new one. Sign it—now. If anything happens to you, your spouse or other family member can take it down to the Motor Vehicle Department and freely transfer it to another name without having to forge any signature or apply to the probate court for ‘letters testamentary.’ Some states now require possession оf a title form in connection with ownership of a motor vehicle, which form must be signed and surrendered to the Motor Vehicle Department when the vehicle is being transferred to someone else. If your state is one requiring a title form, make certain that you sign it now as well' as the car registration certificate.”
This standard was taken, in, substantial part, from Professor McBaine’s “Burden of Proof: Degrees of Belief,” 32 Cal. L. Rev. 242. In his article he amplifies the standard in the following portion of a suggested jury charge (pp. 263-64) : “The burden [of persuasion] is not a burden of convincing you that the facts which are asserted are cеrtainly true or that they are almost certainly true, or are true beyond a reasonable doubt. It is, however, greater than a burden of convincing you that the facts are more probably true than false. The burden imposed is to convince you that the facts asserted are highly probably true, that the probability that they are true or exist is substantially greater than the probability that they are false or do not exist. If then you believe upon consideration and comparison of all the evidence in the case that there is a high degree of probability that the facts are true you must find that the faet[s] have been proved.”
