Opinion
— Hеre we consider whether a plaintiff in a defamation action subject to the constitutional malice standard established the requisite “good cause” (Code Civ. Proc., §425.16, subd. (g)) to conduct discovery, thereby delaying resolution of the defendant’s pending anti-SLAPP motion. 1 We conclude that where, as here, the plaintiff fails to demonstrate the allegedly defamatory statements are provably false factual assertions — which the plaintiff must do to establish the necessary probability of prevailing on its defamation claim — no good cause exists to conduct discovery concerning *1346 actual malice. We therefore grаnt the writ petition, and direct the trial court to vacate its discovery order and enter a new order denying plaintiff’s discovery motion.
I
Factual and Procedural Background
Plaintiff and real party in interest Ampersand Publishing (Ampersand) is the corporate owner of the Santa Barbara News-Press. Wendy McCaw, its principal, publishes the newspaper. Defendant and petitioner Susan Paterno directs the journalism program at Chapman University in Orange, California, and is a senior writer for the American Journalism Review, a magazine published by the University of Maryland.
Paterno wrote an article, Santa Barbara Smackdown, for the magazine’s December 2006 issue. The article offered a “behind-the-scenes look” at the “turmoil” engulfing the News-Press, inсluding the dismissal or resignation of more than half of its 50-member newsroom, leaving others to work in a “climate of fear and paranoia ripped from the pages of Kafka’s ‘The Trial The article described McCaw’s efforts to “silence” criticism by filing or threatening to file libel lawsuits.
In preparing for the article, Paterno spoke with more than a dozen former employees, and reviewed court records and documents. Ampersand refused permission to contact current employees; its lawyers informed her that such efforts “are by no means protected activities” and were “actionable.” Ampersand suggested instead that she submit written questions to its public relations and crisis management consultant, which would be “reviewed by the appropriate News-Press agents and employees, including Wendy McCaw, and . . . answered when appropriate.” Paterno declined the offer.
Ampersand filed a libel and trade disparagement lawsuit against Paterno for falsely implying that McCaw’s personal agenda improperly influenced the newspaper’s reporting. To the contrary, the complaint alleges, “Ampersand management (including . . . McCaw) has sought to end bias at the paper . . . .” (Original italics.) The complaint alleged that Patemo’s article contained 32 libelous statements. 2
*1347 Paterno filed a timely special motion to strike under the anti-SLAPP statute. To prevail on the motion, Paterno had to make a threshold showing that her conduct occurred in furtherance of the constitutional right of free speech in connection with a public issue or an issue of public interest. (§ 425.16, subd. (e)(4).) The burden then would shift to Ampersand to demonstrate a probability of prevailing on the claim. (§ 425.16, subd. (b)(1).)
Ampersand conceded Paterno’s statements arose from constitutionally protected activity, thereby meeting the first prong of the anti-SLAPP statute. But Ampersand claimed its evidence demonstratеd a probability it would prevail on the merits, thwarting the motion to strike.
Ampersand filed a motion for expedited discovery pursuant to section 425.16, subdivision (g). 3 Ampersand sought to depose Paterno and her editorial assistant Hallie Falquet to obtain any documents “reflect[ing], relating] or referring]” to their preparation of the article. It also sought documents from the American Journalism Review relating to the article. Ampersand claimed this “limited” discovery was necessary to show Paterno’s subjective state of mind regarding the truth or falsity of her statements. According to the motion, “There is a great deal of information with respect tо this incident that Paterno did not include in her libelous account, and Ampersand is entitled to discovery with respect to what Paterno knew about the incident, and what information she deliberately chose not to include in her story so as to paint a false picture.”
Ampersand’s attorney, Stanton Stein, attached a one-page declaration to the motion authenticating Ampersand’s proposed document requests and deposition notices. His declaration discussed neither the relevancy nor the need for the discovery, and did not describe whether Ampersand made any efforts to obtain the requested information through other means.
At the hearing on the motions, the trial court concluded Ampersand had not met its burden to show a probability of success on 29 of the 32 libelous statements because “[m]ost appear as a matter of law to be opinion, or [Ampersand] fails to establish prima facie falsity.” The trial court, however, found that Ampersand met its burden of proof on 3 of the 32 statements, and subsequently issued a formal order granting Ampersand leave to conduct discovery on whether Paterno made the following three statements with actual malice:
*1348 (1) that orders from “on high” forced former News-Press editor Jerry Roberts to “kill” a story аbout a drunk driving sentence imposed on the editorial page editor, Travis Armstrong;
(2) that the News-Press pursued a workplace restraining order against former employee Michael Todd, costing him approximately $7,000 in attorney fees, before dropping the case in October 2006; and,
(3) that Ampersand “slashed” benefits and overtime pay for newsroom employees over a two-year period.
The court continued the hearing on Paterno’s anti-SLAPP motion to allow Ampersand to depose Paterno and Falquet, and obtain the subpoenaed documents.
Paterno filed a petition for writ of mandate with this court, contending all the statements were true, and that the third statement amounted to nonactionable opinion. We issued a temporary stay and an order to show cause. Ampersand filed a verified return, and Paterno filed a reply.
II
Discussion
A. The Anti-SLAPP Statute’s “Good Cause” Requirement for Discovery
Ampersand contends relevance is the sole criterion to determine whether a defamation plaintiff may delay a hearing on an anti-SLAPP motion to conduct discovery on actual malice. According to Ampersand, “The trial court’s ruling is consistent with the anti-SLAPP statute and the case law, which establishes that courts should exercise their discretion libеrally when considering a request for discovery regarding the defendant’s state of mind in defamation cases.” Having demonstrated to the trial court’s satisfaction the relevance of the requested discovery on the issue of malice, Ampersand argues it satisfied the anti-SLAPP statute’s “good cause” requirement for discovery. (§ 425.16, subd. (g).)
Relevancy, however, is not the only hurdle a defamation plaintiff must overcome to establish good cause for discovery, given the purpose of anti-SLAPP legislation. To “encourage continued participation in matters of public significance” (§ 425.16, subd. (a)), the anti-SLAPP statute “protects] defendants from having to expend resources defending against frivolous SLAPP suits unless and until a plaintiff establishes the viability of its claim by a prima facie showing”
(Britts v. Superior Court
(2006) 145 Cal.App.4th
*1349
1112, 1124 [
The anti-SLAPP statute reinforces the self-executing protections of the First Amendment. In
Krinsky
v.
Doe 6
(2008)
The constitutional malice standard under
New York Times Co. v. Sullivan
(1964)
Accordingly, plaintiffs who bring defamation actions subject to the constitutional malice standard cannot show good cause for discovery on the question of actual malice without making a prima facie showing that the defendant’s published statements contain provably false factual assertions. Trial judges should refrain from ordering “unnecessary, expensive and burdensome” discovery proceedings “if it appears from the SLAPP motion there are significant issues as to falsity or publication — issues which the plaintiff should be able to establish without discovery . . . .”
(The Garment Workers Center
v.
Superior Court
(2004)
*1350
Our Supreme Court explored, in
Mitchell v. Superior Court
(1984)
In analogous situations involving other fundamental constitutional rights, such as the right to privacy, courts have required discovery proponents to demonstrate a “compelling public interest” for discovery which is “directly relevant” to the litigation. “Discovery of constitutionally protected information is on a par with discovery of privileged information and is more narrowly proscribed than traditional discovery.”
(Tylo v. Superior Court
(1997)
Ampersand misconstrues dicta in
Lafayette Morehouse, Inc.
v.
Chronicle Publishing Co.
(1995)
The
Lafayette Morehouse
decision “predate[s] the 1997 amendment requiring a broad interpretation of section 425.16.”
(Damon
v.
Ocean Hills Journalism Club
(2000)
Here, as we explain below, Ampersand has not introduced sufficient evidence to establish a prima facie case of falsity or unprivileged statements. Consequently, the trial court erred in permitting discovery concerning Paterno’s actual malice. Absent the prerequisite of provably false facts
(Nygård, supra,
159 Cal.App.4th at pp. 1048-1049;
Garment Workers, supra,
B. Paterno Had No Constitutional Obligation to Include in Her Article Ampersand’s Explanation Concerning Its Decision Not to Run a Story About Travis Armstrong’s Drunk Driving Sentence
The trial court permitted discovery into whether Paterno harbored actual malice when her article stated that (1) former News-Press editor Jerry Roberts “was ordered to kill a story about the editorial pagе editor’s drunk-driving *1352 sentence” and (2) when reporter Dawn Hobbs returned from court with a report on Armstrong’s drunk driving sentence, “[0]rders ‘from on high’ forced Roberts to kill Hobbs’ story, says then Deputy Managing Editor Murphy
Ampersand never contested the literal truth of these statements. McCaw herself wrote a letter to the Society of Professional Journalists stating that management decided to “kill” the story about the drunk driving sentence imposed on Travis Armstrong, the newspaper’s editorial page editor.
Ampersand nevertheless argues, and the trial court apparently agreed, that Patemo’s article could be deemed false because she “omitted mаterial facts available to her . . . .” Ampersand contends Patemo’s statements about killing a story, while true, are actionable because the “ ‘gist and sting’ ” of the article “was that the story was killed because the publishers were directing the news content to protect favored employees, such as Armstrong. This is not true.”
Ampersand specifically takes Paterno to task for failing to mention that the newspaper had previously published an article concerning Armstrong’s arrest for drunk driving on May 7, 2006. In a declaration filed in Ampersand’s anti-SLAPP opposition, Armstrong described his complaints to senior management about the unfairness of this story given Roberts’s “open animosity” to him. As part of Ampersand’s opposition, copublisher Arthur Von Wiesenberger declared that he directed Roberts not to publish any further stories about Armstrong’s DUI (driving under the influence) sentence because “it appeared unethical for Roberts to use his position as editor to carry out what seemed to be a vendetta against Armstrong.” Reduced to essentials, this defamation claim arises out of Patemo’s failure to include Ampersand’s side of the story.
This novel theory of liability, which Paterno describes as “defamation by omissions,” fails. Media defendants are liable for calculated falsehoods, not for their failure to achieve some undefined level of objectivity. “Slanted reporting, however, does not by itself constitute malice.”
(Christian
Research,
supra,
Reader’s Digest
illustrates the leeway guaranteed to the press under the First Amendment’s mandate. The case grew out of the same core facts as
Mitchell,
but involved the reporters instead of their sources. In
Reader’s Digest,
the California Supreme Court issued a writ of mandate to compel
*1353
dismissal of Synanon’s defamation lawsuit against the reporters for their description of a long-running battle between Synanon and the publishеrs of a small town newspaper in Marin County. “We recognize a potential chilling effect from protracted litigation as well as a public interest in resolving defamation cases promptly.”
(Reader’s Digest, supra,
As
Reader’s Digest
holds, Paterno had no constitutional obligation to incorporate Ampersand’s press releases or its tаlking points into her magazine article. There is no constitutional mandate requiring the press to adopt a “he said, she said” style of reporting. Indeed, the actual malice standard is not measured by what an objectively reasonable reporter would have written. “Fair and objective reporting may be a worthy ideal, but there is also room, within the protection of the First Amendment, for writing which seeks to expose wrongdoing and arouse righteous anger; clearly such writing is typically less than objective in its presentation.”
(Reader’s Digest, supra,
If Paterno’s statements require further explanation, Ampersand, McCaw, its lawyers, public relations experts, and crisis managers, are free to provide them. Ampersand, as the publisher of Santa Barbara’s largest circulation daily newspaper, has ample “ ‘access to the channels of effective communication.’ ”
(Christian Research, supra,
C. Paterno Had No Constitutional Obligation to Provide Ampersand’s Explanation Why It Dropped Its Efforts to Obtain a Restraining Order
Ampersand claimed Paterno made a false statement in her article concerning a dispute between former business editor Michael Todd and Ana Fuentes, a part-time photographer. The incident arose when Todd made what he considered to be a joke to Fuentes about hitting her with his car, but Fuentes viewed the statement as a threat. According to the article, “The News-Press *1354 pursued a restraining order against Todd in connection with the Fuentes episode in July, cоsting him close to $7,000 in attorney’s fees, he says, before dropping the case in late October.”
Ampersand does not dispute the truth of the article’s assertions that Ampersand abandoned its request for a temporary restraining order and that Todd said it cost him $7,000 in attorney fees. As with the claim about killing the drunk driving story, Ampersand contends Paterno’s article implies “provably false” facts by “omitting key facts” from the story. “Specifically, Paterno omits from her Article the material fact that Ampersand no longer had standing to pursue the action after Ana Fuentes left the [newspaper’s] employ .... By omitting this fact, and by stating that the case was dropped after Michael Todd was forced to incur substantial legal fees, Paterno implies the false factual assertions that the case was filed for an improper purpose, and that the News-Press arbitrarily decided to drop the case after forcing Mr. Todd to incur substantial legal fees.”
Paterno’s report on Ampersand’s dismissal of the Todd complaint is absolutely privileged as a matter of law as a fair report of a statement made in an official judicial proceeding. (Civ. Code, § 47, subd. (d).) There is nothing inaccurate about the reference. Ampersand’s demand for “context” therefore fails as a basis for alleging the falsity necessary for defamation and, consequently, also fails to establish the requisite good cause for discovery.
In
Colt v. Freedom Communications, Inc.
(2003)
Similarly, in
Sipple, supra,
Here, Ampersand wants Paternо to go further than accurately conveying what happened in court. It demands Paterno place this legal proceeding in “context” by including what it considers are the “key facts” — even if they are outside the court record. There is no such requirement. As the case law amply demonstrates, journalists may simply report the facts of proceedings without providing an explanation of those facts. Here, Paterno’s article conveyed the “substance” of the legal proceedings involving Todd. Because the litigation privilege applies, no basis exists to explore whether Paterno’s statement was misleading. Consequently, the predicate for Ampersand’s good cause showing for discovery is absent.
D. Paterno’s Description of the Newspaper’s “Slashing” of Employee Benefits Is Not False, but Rather Constitutionally Acceptable “Literary License”
The third allegedly false statement arises from the article’s reference to claims by former staffers that the newspaper “slashed” their employee benefits and overtime pay. The article states, “In the next two years, though, [McCaw’s] largely unexplained directives led to confusion, turmoil and turnover, with benefits and overtime pay slashed, newsroom decisions challenged and еxecutives fired or forced to resign after refusing to do her bidding, say former reporters, editors and executives.” (Italics added.)
Ampersand’s own brief concedes the newspaper’s 401(k) plan “was indeed eliminated.” But, Ampersand continues, this admitted fact, left unexplained, would convey the “false and defamatory” “impression” that Ampersand is an “arbitrary and abusive employer.” Yolanda Apodaca, Ampersand’s human resources director, declared Ampersand’s overtime policy had not changed, contrary to Paterno’s report. Thus, “[t]o the extent the newsroom at the News-Press was overstaffed from time to time, employees naturally took less overtime as there is less neеd for overtime when there are more employees available to do the work.” She further declared that no employees complained about the overtime policy to her.
We do not see how the article’s “slashed” statement warrants discovery against Paterno under the anti-SLAPP’s statute’s good cause requirement.
*1356
The article clearly explains that these claims about “slashed” benefits represent the views of the newspaper’s former employees. As our Supreme Court held in the Synanon case, journalists are within their constitutionally protected rights to write an article describing the perspеctive of only one side of a controversy.
(Reader’s Digest, supra,
Equally important, Paterno’s decision to publish former employees’ opinions may not be tested for actual malice because the opinions are not provably false. Opinions that present only an individual’s personal conclusions and do not imply a provably false assertion of fact are nonactionable; indeed, such opinions are the lifeblood of public discussion promoted by the First Amendment, under which speakers remain free to offer competing opinions based upon their independent evaluations of the facts.
(Nygård, supra,
159 Cal.App.4th at pp. 1048-1049, discussing
Milkovich v. Lorain Journal Co.
(1990)
Numerous
post-Milkovich
cases emphasize the distinctions between provably false statements of fact, which are actionable, and loose and figurative expressions of opinion, which are constitutionally protected under a totality of the circumstances test.
(Campanelli v. Regents of University of California
(1996)
Nygárd
illustrates the distinction. There, a magazine published an interview with a former employee who described his “horrible” work experience with a prominent businessman. The employee claimed he endured around-the-clock pestering and “ ‘ “slaved . . . without a break” ’ ” for his employer.
(Nygård,
*1357
supra,
Applying these principles here, Paterno’s description of the News-Press as having “slashed” employee benefits is not actionable because it is protected opinion and does not imply a provably false assertion of fact. While Apodaca oрined that the News-Press actually had “improved” certain employee benefits by offering the possibility for merit salary increases, it remains a matter of opinion whether this offsets the newspaper’s decision to discontinue its program matching the employees’ 401(k) contributions.
Ill
Conclusion
Ampersand has failed to show good cause for discovery delaying Paterno’s anti-SLAPP motion. Forcing Paterno to submit to discovery in the absence of good cause jeopardizes the protections afforded by the anti-SLAPP statute against harassing litigation. To avoid this irreparable harm, we grant the petition and issue a writ to allow the anti-SLAPP statute tо serve its intended purposes.
(Britts, supra,
145 Cal.App.4th at pp. 1129-1130;
Garment Workers, supra,
Paterno asks for her attorney fees in preparing this writ petition. Under subdivision (c) of the anti-SLAPP statute, successful litigants who prevail on a special motion to strike are entitled to attorney fees as a matter of right “to compensate ... for the expense of responding to a SLAPP suit.”
(Wanland v. Law Offices of Mastagni, Holstedt & Chiurazzi
(2006)
*1358 Let a peremptory writ of mandate issue directing respondent superior court to vacate its discovery order of April 24, 2007, granting Ampersand’s motion to conduct limited discovery аnd to issue a new and different order denying the motion. Paterno is awarded her costs in this proceeding.
Notes
A plethora of appellate litigation has made the SLAPP acronym a household word — at least in legal households. SLAPP stands for strategic lawsuit against public participation, and is codified in Code of Civil Procedure section 425.16. All statutory references are to the Code of Civil Procedure, unless otherwise noted.
While the complaint identifies 33 libelous statements, two of them (relating to killing a story about Travis Armstrong’s drunk driving sentence) are virtually indistinguishable and will be treated as the same.
Section 425.16, subdivision (g) provides: “All discovery procеedings in the action shall be stayed upon the filing of a notice of motion made pursuant to this section. The stay of discovery shall remain in effect until notice of entry of the order ruling on the motion. The court, on noticed motion and for good cause shown, may order that specified discovery be conducted notwithstanding this subdivision.”
We note Ampersand’s discovery motion not only failed to show the existence of provably false facts, but also failed to address the antecedent, threshold issue of “whether the information the plaintiff seeks to obtain through formal discovery proceedings is readily available from other sоurces or can be obtained through informal discovery.”
(Garment Workers, supra,
