Plaintiff is a political committee that was organized to support the passage of a local ballot measure in Marion County in the May 2014 election. Defendants Deaton, Stormo, and Grant are individuals who placed a statement opposing the measure in the Marion County Voter Pamphlet.
To provide context for our review, we begin with a brief overview of the anti-SLAPP statute, ORS 31.150.
Special motions to strike under ORS 31.150 are resolved according to a “‘two-step burden-shifting process.’” Neumann v. Liles,
“In accordance with ORS 31.150(3), a court must first determine whether the defendant has met its initial burden to show that the claim against which the motion is made arises out of one or more protected activities described in ORS 31.150(2). Second, if the defendant meets that burden, the court must determine whether the plaintiff has established that there is a probability that the plaintiff will prevail on the claim by presenting substantial evidence to support a prima facie case.”
Id. (internal citations, quotation marks, and brackets omitted). We review a trial court’s ruling on an ORS 31.150 special motion to strike for legal error. Id. at 572-73; see also Mullen,
We take the following facts from the pleadings and from the supporting and opposing affidavits submitted to the trial court, ORS 31.150(4), and we state them in the light most favorable to plaintiffs. Mullen,
Defendant Deaton was formerly a lieutenant with the fire district and had also served as mayor of Aurora. He, along with defendants Stormo and Grant, published a statement opposing the ballot measure in the Marion County voters’ pamphlet. At issue in this appeal is the second sentence of defendants’ voters’ pamphlet statement, which asserts, “This bond levy will DOUBLE the Fire District Tax assessments for the next 20 Years.” (Capitalization in original.) According to plaintiff, that statement is objectively and provably false. That is so because, at the time of the May 2014 election, two other fire district property tax assessments were in effect. The first was in the amount of $0.8443 per $1,000.00 of assessed value. The second, a “local option,” was in the amount of $0.49 per $1,000.00 of assessed value. Taken together, the existing assessments totaled $1.3343 per $1,000.00 of assessed value. Ballot Measure 24-367, by authorizing an additional $0.49 per $1,000.00, would, therefore, not have “doubled” the existing “assessments”; it would have doubled only one of the two existing assessments. Moreover, an additional $0.49 assessment on top of $1.3343 in existing assessments would have totaled $1.8243, resulting in only a 37 percent increase in the “assessments,” and not the doubling — a 100 percent increase — as asserted in defendants’ statement.
Defendants’ response to plaintiffs contention is reflected in the findings of fact and conclusions of law that the trial court entered in granting defendants’ anti- SLAPP motion. The trial court found:
“Defendant [Deaton] drafted the [voters’ pamphlet statement] after reviewing his property tax statement. The Defendant concluded that in his opinion Measure 24-367 would impose a tax of $0.49 per $1,000.00 assessed value and that this increase was the same as the previously imposed local option tax of $0.49 per $1,000.00 assessed value, thereby doubling the presently existing local option tax used to support the fire district. His opinion was so stated in the Statement.”
The trial court also found that “the [voters’ pamphlet statement] was the expression of the Defendants’ opinion.” In its conclusions of law, the trial court reiterated that “[t]he [voters’ pamphlet statement] was the expression of the Defendants’ opinion.” The trial court also concluded:
“f. The Plaintiff failed to present sufficient evidence to demonstrate a prima facie case that the Defendants knowingly made a false statement or made the Statement with a reckless disregard sufficient to demonstrate liability pursuant to ORS260.532. Defendants presented more believable and persuasive evidence and established a reasonable explanation for Defendants’ opinion.
“g. In addition, pursuant to [Comm. of 1000 v. Eivers,296 Or 195 ,674 P2d 1159 (1983)], supra, the Court finds that a reasonable, permissible, and indeed the most probable, interpretation of the Statement is that the Defendants intended to compare the proposed tax imposed by Measure 24-367 to the existing local option tax as listed in Defendant [Deaton’s] real property tax statement; that the ‘assessments’ (plural) referred to the proposed tax and the existing local option tax and that the twenty year figure referenced in the Statement referred to the period of time for which the bonds issued under Measure 24-367 would mature.”
We thus understand the trial court to have concluded both that plaintiff failed to make a prima facie case that defendants made a “false statement of material fact” (because, in the trial court’s view, the challenged statement was an expression of opinion) and that plaintiff failed to make a prima facie case that defendants had acted with “knowledge or reckless disregard” of any falsity (because, in the trial court’s view, defendants “presented more believable and persuasive evidence and established a reasonable explanation for Defendants’ opinion”).
On appeal, plaintiff argues that the trial court erred because (1) the challenged statement is not an expression of opinion — it is an assertion of fact; (2) that assertion of fact is false; and (3) the trial court improperly weighed the evidence in violation of ORS 31.150 in concluding that defendants had proffered a “reasonable explanation” for why they chose the wording that they did.
Defendants counter that the trial court correctly regarded the statement as a nonactionable expression of opinion. They also argue that, even assuming that the trial court was mistaken as to that point and that the statement is factual, plaintiff failed to make the requisite showing that the statement is false, or that defendants knew or had reckless disregard of any falsity. Defendants also argue that the trial court properly considered the evidence in resolving the anti-SLAPP motion.
On review, we must first determine whether plaintiff, for purposes of surviving defendants’ anti-SLAPP motion, met its burden to make a prima facie showing that defendants violated ORS 260.532.
We begin with the trial court’s determination that defendants’ statement was an expression of opinion. ORS 260.532 applies to statements of “fact” but does not define that term, nor does it define “opinion.” In the defamation context, a statement expresses an opinion if it “‘cannot reasonably be interpreted as stating actual facts.’” Neumann,
We considered the fact-opinion distinction in the ORS 260.532 context in Sumner v. Bennett,
The plaintiff contended that voting in favor of the bill “would have been harmful * * * because it would eliminate from the coverage of the deferral those individuals who are not full time farmers * * * Thus, a no vote was, according to plaintiff, a vote for farm tax deferral.” Id. (emphasis in original). The defendant asserted that passing the bill would have “benefit [ted] farmers by disqualifying non-farmers and guaranteeing more money for farmers over a longer period of time. Taking this view, a no vote would be against farm tax deferral.” Id. (emphasis in original). On those facts, we concluded that the defendant’s statement “concerning [the] plaintiffs vote was a matter of opinion and not actionable.” Id. at 280-81.
Thus, in Sumner, even though the statement appeared on the surface to be a factual assertion, we construed the statement to be, in reality, a characterization of the meaning of the plaintiffs vote, and, thus, a nonactionable expression of opinion. This case is different. Again, defendants’ statement expresses an assertion of objective, mathematical fact.
We must next consider whether plaintiff made a prima facie showing that, in making that statement of fact, defendants violated ORS 260.532. To make that prima facie showing, a plaintiff must proffer substantial evidence that the defendant (1) published (2) a false statement (3) of a material fact (4) with knowledge or reckless disregard that it was false. Comm. to Retain Judge Jacob Tanzer v. Lee,
Statements are not “‘false,’” under ORS 260.532(1), if “any reasonable inference can be drawn from the evidence that the statement is factually correct or that the statement is merely an expression of opinion.” Comm. of 1000,
We have already concluded that defendants’ statement cannot reasonably be understood
In Comm, of 1000, Brown and the defendant were opposing candidates for election to the Oregon Senate. The defendant distributed campaign literature that contained the following statements:
“‘Property Tax — In 1977 W. Brown introduced SJR 52, which would have established a new statewide property tax.’
«<*** [¿y|t a time when the people were clearly saying they wanted LOWER PROPERTY TAXES, [Brown] introduced legislation to add a new, state-wide property tax.’”
“the passage of S JR 52 by the legislature, of itself, would have established no statewide property tax. The passage of the constitutional amendment by the voters, of itself, would have neither put in place nor added a new, statewide property tax. *** [0]ne could argue with equal validity that the subsequent enactment of the tax measure, of itself, did not establish or add a statewide property tax. [But t]aken collectively, the sequence above unquestionably would have established or added a statewide property tax.”
Id. at 202-03 (emphases in original). Ultimately, the court concluded that the defendant’s statements did not violate ORS 260.532 because it was not “unreasonable to infer that the language of section 2 of S JR 52 would have established or added a statewide property tax, at least in the sense that SJR 52 ‘authorized,’ ‘included,’ or ‘set up’ one.” Id. at 203.
In this case, relying on Comm, of 1000, defendants argue that their statement is not false because it is reasonably susceptible to alternative meanings, only one of which is incorrect. As defendants put it,
“if the question is limited to the local option levies, then the Defendants’ statement is factually correct. If the question is opened to Fire District taxes of any and all kinds, however, the Defendants’ statement is factually incorrect.”
Thus, defendants reason, because their statement is reasonably susceptible to an interpretation that makes it true, it cannot be “false” under Comm, of 1000.
We are not convinced. For one thing, the statement expressly refers to “the Fire District Tax assessments” in the plural. By its terms, the statement is all-encompassing (to use defendants’ own words, it naturally suggests fire district assessments “of any and all kinds”). The statement— indicating that whatever amount the reader currently
Of course, the truth and falsity of statements must be evaluated in the context in which one would interpret them. See Neumann,
Defendants’ argument that their statement can be reasonably understood to refer to only one of two existing assessments, despite their explicit reference to “assessments” in the plural, necessarily presumes a certain knowledge possessed by the reader (among other things, the fact that residents were paying two different assessments, so that the measure was capable of “doubling” one of them but not the other). Defendants have made no showing, however, that the audience for their statement had such knowledge or any other requisite context within which they would have the ability to interpret the statement in a way that rendered it accurate. Thus, plaintiff has made a prima facie showing that defendants made a false statement of material fact.
The remaining question is whether plaintiff made the requisite showing, in response to defendants’ anti-SLAPP motion, that defendants acted with knowledge or reckless disregard that the statement is false. Here, defendants point out that plaintiff produced no evidence of its own regarding defendants’ state of mind. Defendant Deaton, meanwhile, submitted an affidavit describing his belief, after reviewing his own property tax statement, that the ballot measure would double the amount of the local option assessment, which formed the basis for the assertion that the measure would “double” the “Fire District Tax assessments.” As we understand defendants’ argument, it is that Deaton’s stated intention to compare the proposed ballot measure to the existing local option — i.e., that he did not mean to create any false impression — is sufficient to defeat plaintiffs claim.
The problem with defendants’ position is that, at this anti-SLAPP stage, plaintiff does not have to prove that defendants acted knowingly or recklessly. Plaintiff need only present substantial evidence of a prima facie case. Young,
Here, a prima facie showing that defendants were at least reckless is established by reasonable inferences that may be drawn from the circumstances. First, as already discussed, the notion that the measure would have doubled the “Fire District Tax assessments,” rather than just one of the existing assessments, is flatly and obviously wrong. Plaintiff also points out that defendant Deaton, as a former fire department lieutenant and former mayor of Aurora, likely was aware that more than one assessment was in effect at the time that he crafted his statement. Additionally, according to defendants, Deaton crafted the statement after reading his property tax statement. That document, which is in the record, clearly itemizes the two different existing fire district assessments. From those facts, it can reasonably be inferred, at least for purposes of surviving an anti-SLAPP motion, that defendants had actual knowledge of the two different assessments and intentionally or recklessly exaggerated the effect of the ballot measure by falsely representing that it would double the “assessments,” not just the local option “assessment.”
In concluding otherwise, the trial court determined that defendants offered “more believable and persuasive evidence and established a reasonable explanation” for why they chose the wording that they did. We agree with plaintiff that, in doing so, the trial court erred in its application of the anti-SLAPP standard. In resolving special motions to strike under ORS 31.150, a trial court must “limit[] its analysis to the question [of] whether plaintiff had met [its] burden ‘by presenting substantial evidence to support a prima facie case.’” Young,
“the statute, read as a whole, dictates that a plaintiff has met its burden where it has, in fact, ‘present [ed] substantial evidence to support a prima facie case.’ In other words, the statutory text indicates that the presentation of substantial evidence to support a prima facie case is, in and of itself, sufficient to establish a probability that the plaintiff will prevail; whether or not it is ‘likely’ that the plaintiff will prevail is irrelevant in determining whether it has met the burden of proof set forth by ORS 31.150(3). * * *
“That low bar befits the pretrial nature of a special motion to strike under ORS 31.150; the goal, similar to that of summary judgment, is to weed out meritless claims meant to harass or intimidate — not to require that a plaintiff prove its case before being allowed to proceed further.”
Id. at 508 (emphasis and brackets in original); see also OEA,
In this case, in light of Young, the trial court erred by dismissing plaintiffs claim on the ground that defendants had “more believable and persuasive evidence.” The question before the trial court was whether plaintiffs evidence made a prima facie showing that
Defendants argue that ORS 31.150(4) requires the trial court to “consider pleadings and supporting and opposing affidavits stating the facts upon which the liability or defense is based.” That is true, but the trial court “may not weigh the plaintiffs evidence against the defendant’s to determine whether there is a ‘probability’ that the plaintiff will prevail.” Id. at 510. Rather, the trial court may only consider opposing evidence “‘to determine if it defeats the plaintiffs showing as a matter of law. ’” Id. (quoting Page v. Parsons,
For the foregoing reasons, we conclude that the trial court erred in granting defendants’ special motion to strike.
Reversed and remanded.
Notes
A fourth defendant, Burgess, was dismissed from the case.
ORS 260.532(1) provides:
“No person shall cause to be written, printed, published, posted, communicated or circulated, any letter, circular, bill, placard, poster, photograph or other publication, or cause any advertisement to be placed in a publication, or singly or with others pay for any advertisement, with knowledge or with reckless disregard that the letter, circular, bill, placard, poster, photograph, publication or advertisement contains a false statement of material fact relating to any candidate, political committee or measure.”
ORS 31.150 provides, in relevant part:
“(1) A defendant may make a special motion to strike against a claim in a civil action described in subsection (2) of this section. The court shall grant the motion unless the plaintiff establishes in the manner provided by subsection (3) of this section that there is a probability that the plaintiff will prevail on the claim. The special motion to strike shall be treated as a motion to dismiss under ORCP 21 A but shall not be subject to ORCP 21 P. Upon granting the special motion to strike, the court shall enter a judgment of dismissal without prejudice. If the court denies a special motion to strike, the court shall enter a limited judgment denying the motion.
“(2) A special motion to strike may be made under this section against any claim in a civil action that arises out of:
«* # * * *
“(c) Any oral statement made, or written statement or other document presented, in a place open to the public or in a public forum in connection with an issue of public interest; or
“(d) Any other conduct in furtherance of the exercise of the constitutional right of free speech in connection with a public issue or an issue of public interest.
“(3) A defendant making a special motion to strike under the provisions of this section has the initial burden of making a prima facie showing that the claim against which the motion is made arises out of a statement, document or conduct described in subsection (2) of this section. If the defendant meets this burden, the burden shifts to the plaintiff in the action to establish that there is a probability that the plaintiff will prevail on the claim by presenting substantial evidence to support a prima facie case. If the plaintiff meets this burden, the court shall deny the motion.
“(4) In making a determination under subsection (1) of this section, the court shall consider pleadings and supporting and opposing affidavits stating the facts upon which the liability or defense is based.”
On appeal, the parties do not dispute whether defendants have met their initial burden to show that the claim upon which the motion is made “arises out of one or more protected activities described in ORS 31.150(2).” We proceed, as the parties do, on the assumption that defendants met that burden. See Neumann,
