Bahen v. Diocese of Steubenville , 2013 Ohio 2168 ( 2013 )


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  • [Cite as Bahen v. Diocese of Steubenville, 
    2013-Ohio-2168
    .]
    STATE OF OHIO, JEFFERSON COUNTY
    IN THE COURT OF APPEALS
    SEVENTH DISTRICT
    GREGG BAHEN,                                       )
    )          CASE NO. 11 JE 34
    PLAINTIFF-APPELLANT,                       )
    )
    - VS -                                     )                OPINION
    )
    DIOCESE OF STEUBENVILLE, et al.,                   )
    )
    DEFENDANTS-APPELLEES.                      )
    CHARACTER OF PROCEEDINGS:                                     Civil Appeal from Common Pleas
    Court, Case No. 11 CV 508.
    JUDGMENT:                                                     Reversed and Remanded.
    APPEARANCES:
    For Plaintiff-Appellant:                                      Attorney John Mascio
    Mascio Law Offices
    325 North 4th Street, Lower Level
    Steubenville, OH 43952
    For Defendants-Appellees:                                     Attorney Melanie Morgan-Norris
    Steptoe & Johnson PLLC
    1224 Main Street, Suite 300
    Wheeling, WV 26003-0751
    JUDGES:
    Hon. Mary DeGenaro
    Hon. Gene Donofrio
    Hon. Cheryl L. Waite
    Dated: May 24, 2013
    [Cite as Bahen v. Diocese of Steubenville, 
    2013-Ohio-2168
    .]
    DeGenaro, P.J.
    {¶1}     Plaintiff-Appellant, Gregg Bahen, appeals the decision of the Jefferson
    County Court of Common Pleas granting Defendants-Appellees', the Steubenville
    Herald Star, Alex Marshall, and Ogden Newspapers of Ohio, Inc., motion to dismiss
    his amended complaint for defamation, intentional infliction of emotional distress, and
    negligent infliction of emotional distress. Bahen argues that the trial court erred in
    dismissing his amended complaint because he stated a claim upon which relief can be
    granted.     Further, he contends that the trial court erred in applying the neutral
    reportage privilege.
    {¶2}     Upon review, Bahen's arguments are meritorious. The trial court erred in
    applying the neutral reportage privilege because the Ohio Supreme Court has declined
    to adopt the doctrine, and moreover, by dismissing Bahen’s Amended Complaint on
    that basis alone. Accordingly, the judgment of the trial court is reversed and the case
    remanded.
    Facts and Procedural History
    {¶3}     On January 3, 2011, the Diocese of Steubenville issued a press release
    stating that a student at Steubenville Catholic Central High School had made an
    allegation of physical abuse against Bahen, a teacher and head football coach, and
    that the Diocese determined "there is a semblance of truth to the allegation." The
    release further stated that pursuant to the Diocese's "Decree on Child Protection"
    Bahen was placed on paid leave and the matter was referred to the Jefferson County
    prosecuting attorney.
    {¶4}     On January 4, 2011, the Steubenville Herald Star reported on the
    Diocese's press release and stated that Bahen would remain on paid leave while the
    Diocese investigated a student's physical abuse allegation. In the article, the Herald
    Star also reported biographical information about Bahen and information on the
    Decree on Child Protection. At the end of the article, the Herald Star published a
    statement from Judy Jones, the Midwest associate director of the Survivors Network of
    Those Abused by Priests: "'We urge anyone who has been harmed by Gregg M.
    Bahen, to report it to law enforcement, not the diocese. The police are the proper
    officials to be investigating crimes against kids,' said Jones."
    -2-
    {¶5}   On September 1, 2011, Bahen filed a complaint against the Herald Star;
    its publisher, Alex Marshall; and its parent company, Ogden Newspapers of Ohio, Inc.
    (collectively, "the Newspaper Defendants"); WTOV-TV; its parent company, Cox
    Enterprises, Inc.; and a number of its employees (collectively, "the Television
    Defendants"); as well as the Diocese and its Communications Director. The complaint
    was based upon the Diocese's press release, the Herald Star's article, and a
    broadcast and online article by WTOV-TV based on the press release. After having
    obtained leave, Bahen filed an amended complaint asserting a defamation claim, and
    derivative claims of negligent and intentional infliction of emotional distress against the
    same defendants. The press release, as published on WTOV-TV’s website, and the
    article were attached to the amended complaint and incorporated by reference.
    {¶6}   The Newspaper Defendants filed a motion to dismiss the amended
    complaint pursuant to Civ.R. 12(B)(6), arguing that the neutral reportage privilege
    applied to the article and defeated Bahen’s claim. The Newspaper Defendants also
    filed a supplemental motion to dismiss, arguing that because their article accurately
    described the Diocese's press release, it was not false, warranting dismissal of the
    defamation claim, and by extension the derivative claims.
    {¶7}   Bahen opposed both motions to dismiss, arguing that the neutral
    reportage privilege does not apply because the Ohio Supreme Court had declined to
    adopt the doctrine; and that the newspaper article went beyond "a mere recitation of
    the press release itself" by including the following quote at the conclusion of the article:
    The announcement by the Diocese prompted a statement Monday
    afternoon from Judy Jones, Midwest Assistant Director of the
    organization known as Survivors Network for Those Abused By Priests.
    “We urge anyone who has been harmed by Gregg M. Bahen, to report it
    to law enforcement, not the Dioceses. The police are the proper officials
    to be investigating crimes against kids,” said Jones.
    -3-
    {¶8}   Bahen argued that one could not read the article without concluding that
    he physically abused a student, and this was especially damaging to his profession:
    “When read in the context of the entire newspaper article the statements of Defendant
    newspaper was [sic] in fact false and was injurious to him” noting that he “was later
    cleared of this false allegation by Defendant, Diocese of Steubenville.”
    {¶9}   After a hearing, the trial court issued an entry granting the Newspaper
    Defendants' motion to dismiss:
    The Newspaper Defendants accurately and disinterestedly re-published
    a news release which was disseminated by defendant Diocese of
    Steubenville. In addition, the Newspaper Defendants published some
    historical information related to the plaintiff, all of which is a matter of
    public record.    The Newspaper Defendants also included information
    regarding a decree which was announced by Bishop Daniel Conlon on
    behalf of Defendant Diocese of Steubenville and a statement made by
    Judy Jones, Midwest Associate Director of the organization known as the
    Survivors Network of Those Abused by Priests.
    The Court further finds that the statement published by the Newspaper
    Defendants was made by a “responsible and prominent organization or
    individual”, that the statement concerned a “matter of public interest” and
    that the Newspaper Defendants “accurately and disinterestedly” re-
    published the allegedly defamatory information.
    The Court, having found that the plaintiff has failed to state a claim for
    libel per se, further finds that the plaintiff’s claims for intentional infliction
    of emotional distress and negligent infliction of emotional distress are
    derivative of the libel per se claim and, therefore, each of the causes of
    action is hereby dismissed.
    -4-
    Therefore, the court finds that the plaintiff has not stated a claim against
    the Newspaper Defendants upon which relief can be granted and,
    further, that the neutral reportage privilege does apply to the Newspaper
    Defendants under the facts and circumstances of this case and the
    evidence as presented to the court."
    Compliance with Civ.R. 8(A)
    {¶10} A substantive, but preliminary matter we must first address is the
    Newspaper Defendants’ contention that we should apply the pleading standards set in
    Bell Atlantic Corp. v. Twombly, 
    550 U.S. 544
    , 
    127 S.Ct. 1955
    , 
    167 L.Ed.2d 929
     (2007)
    to this case.
    {¶11} Civ.R. 8(A) provides that a party states a claim for relief if the complaint
    contains "(1) a short and plain statement of the claim showing that the party is entitled
    to relief, and (2) a demand for judgment for the relief to which the party claims to be
    entitled." A complaint alleges the elements of the claim with sufficient particularity if it
    gives reasonable notice of the claim to opposing parties. In re Election Contest of
    Democratic Primary Held May 4, 1999 for Clerk, Youngstown Mun. Court, 
    87 Ohio St.3d 118
    , 120, 
    717 N.E.2d 701
     (1999). In other words, Ohio is a notice pleading,
    rather than a fact pleading, jurisdiction. 
    Id.
    {¶12} In Twombly, the United States Supreme Court examined the pleading
    requirements pursuant to Fed.R.Civ.P. 8(a) in the context of an antitrust case. The
    Court held that "[w]hile a complaint attacked by a Rule 12(b)(6) motion to dismiss does
    not need detailed factual allegations, a plaintiff's obligation to provide the 'grounds' of
    his 'entitle[ment] to relief' requires more than labels and conclusions, and a formulaic
    recitation of the elements of a cause of action will not do." (Citations omitted.) Id. at
    555, quoting Fed.R.Civ.P. 8(a). In Ashcroft v. Iqbal, 
    556 U.S. 662
    , 
    129 S.Ct. 1937
    ,
    
    173 L.Ed.2d 868
     (2009), the Court explained that the Twombly decision "expounded
    the pleading standard for 'all civil actions' * * *." 
    Id. at 684
    .
    {¶13} The Newspaper Defendants cite to one case for the proposition that Ohio
    -5-
    courts have used Twombly and Iqbal in applying Ohio Civ.R. 8(A). Vagas v. City of
    Hudson, 9th Dist. No. 24713, 
    2009-Ohio-6794
    , ¶13. While that may be the case, the
    application has also been rejected. See, Sacksteder v. Senney, 2d Dist. No. 24993
    
    2012-Ohio-4452
    . This court has not applied the standards in Twombly and Iqbal and,
    significantly, the Ohio Supreme Court has not adopted those pleading standards.
    {¶14} Consistent with federalism, it is the Ohio Supreme Court, rather than the
    United States Supreme Court, which has the sole authority to construe Ohio civil
    procedure.    There is no Supremacy Clause conflict here; each court has the
    constitutional autonomy to construe the rules of pleadings governing cases filed in,
    respectively, Ohio and the federal courts. Accordingly, the pleading standards for
    interpreting Civ.R. 8(A) consistently applied in Ohio, In re Election Contest of May 4,
    1999, will be applied here. We expressly reject the Newspaper Defendants’ call to
    extend Twombly and Iqbal to Ohio civil procedure jurisprudence.
    Standard of Review
    {¶15} Dismissal of a complaint for failure to state a claim upon which relief can
    be granted is appropriate if, after all factual allegations of the complaint are presumed
    true and all reasonable inferences are made in favor of the nonmoving party, it
    appears beyond doubt that the nonmoving party can prove no set of facts entitling him
    to the requested relief. Rosen v. Celebrezze, 
    117 Ohio St.3d 241
    , 
    2008-Ohio-853
    ,
    
    883 N.E.2d 420
    , ¶13. A Civ.R. 12(B)(6) motion to dismiss is procedural, and tests the
    sufficiency of the complaint. State ex rel. Hanson v. Guernsey Cty. Bd. of Commrs.,
    
    65 Ohio St.3d 545
    , 548, 
    605 N.E.2d 378
     (1992). In resolving a Civ.R. 12(B)(6) motion
    to dismiss, a court must confine its review to the allegations contained in the
    complaint. Butler v. Jordan, 
    92 Ohio St.3d 354
    , 356, 
    750 N.E.2d 554
     (2001), fn. 4.
    Whether a trial court properly granted a motion to dismiss for failure to state a claim
    presents a question of law and is therefore subject to a de novo review on appeal.
    Perrysburg Twp. v. Rossford, 
    103 Ohio St.3d 79
    , 
    2004-Ohio-4362
    , 
    814 N.E.2d 44
    , ¶5.
    Despite Bahen arguing the trial court abused its discretion by dismissing his Amended
    Complaint, this court will employ a de novo review.
    -6-
    Neutral Reportage Privilege
    {¶16} In his sole assignment of error, Bahen alleges:
    {¶17} "The trial court abused its discretion in granting Appellees [sic] Civil Rule
    12(B)(6) motion to dismiss based upon failure to state a claim upon which relief can be
    granted and the neutral reportage privilege."
    {¶18} Bahen raises two distinct issues which we will address in inverse order,
    because resolution of the second issue is dispositive of the appeal. Citing federal
    case law, the Fourth District set forth the elements of the neutral reportage privilege:
    First, an allegedly defamatory accusation must be made by a
    responsible, prominent organization or individual.             Second, the
    accusation must concern a matter of public interest.        Third, a media
    defendant must have accurately and disinterestedly republished the
    defamatory accusation.           Accurate and disinterested publication is
    present “where the journalist believes, reasonably and in good faith, that
    his report accurately conveys the charges made.” Edwards, supra, at
    120. If these tests are met, the privilege will attach even though the
    journalist “has serious doubts regarding [the] truth [of newsworthy
    statements].”    Id. Further, the journalist is under no duty to “take up
    cudgels against dubious charges in order to publish them without fear of
    liability for defamation.” Id.
    April v. Reflector-Herald, Inc. 
    46 Ohio App.3d 95
    , 99, 
    546 N.E.2d 466
    , 470 (Ohio App.,
    1988), quoting Edwards v. Natl. Audubon Soc., Inc. (C.A.2, 1977), 
    556 F.2d 113
    .
    {¶19} Although several Ohio appellate districts have recognized the neutral
    reportage privilege, this court has never recognized or considered the privilege.
    Wheat v. Wright, 2d Dist. No. 8614, 
    1985 WL 17381
    , *28 (Oct. 10, 1985); Watson at
    *2-*3; April v. Reflector-Herald, Inc., 
    46 Ohio App.3d 95
    , 98-99, 
    546 N.E.2d 466
     (6th
    Dist.1988); Celebrezze v. Netzley, 8th Dist. Nos. 53864, 53865, 
    1988 WL 87566
    , *9-
    *10 (Aug. 4, 1988), rev'd in part on other grounds, 
    51 Ohio St.3d 89
    , 
    554 N.E.2d 1292
    -7-
    (1990); J. V. Peters & Co., Inc. v. Knight Ridder Co., 9th Dist. No. 11335, 
    1984 WL 4803
    , *5-*6 (Mar. 21, 1984).
    {¶20} Significantly, subsequent to these decisions, the Ohio Supreme Court in
    Young v. The Morning Journal, 
    76 Ohio St.3d 627
    , 
    669 N.E.2d 1136
     (1996) expressly
    stated: “This court has never recognized the ‘neutral reportage’ doctrine and we
    decline to do so at this time. Accordingly, we will not uphold the grant of summary
    judgment based on the ‘neutral reportage’ doctrine.” Id. at 629, N.E.2d at 1138.
    {¶21} Since Young, the Ohio Supreme Court has not revisited the issue, nor
    has another appellate court applied the privilege.         We will not do so here, and
    expressly reject the neutral reportage privilege.
    {¶22} Thus, the trial court erred by dismissing the defamation claim upon the
    neutral reportage privilege. Importantly, the trial court’s judgment entry demonstrates
    that the privilege was the sole basis for the dismissal.
    {¶23} The trial court made the following findings. First, it found the Newspaper
    Defendants ‘accurately and disinterestedly’ re-published four statements: 1) the
    Diocese’s press release; 2) historical information about Bahen that was public record;
    3) the Diocese protection decree; and 4) the Jones statement. Next, it found the
    published statement was made by a ‘responsible and prominent organization or
    individual’ about a ‘matter of public interest’. And finally, the trial court found that the
    Newspaper Defendants “‘accurately and disinterestedly’ re-published the allegedly
    defamatory information.”       (Emphasis added).      This language exactly tracks the
    elements of the neutral reportage privilege. Based upon these findings, the trial court
    found that Bahen failed to state a claim upon which relief can be granted and that the
    neutral reporting privilege applied.   As this court has rejected the applicability of the
    privilege to defamation claims, the trial court erred by dismissing Bahen’s Amended
    Complaint based upon the neutral reportage privilege.
    {¶24} Because the privilege was the only basis expressed for the dismissal, the
    defamatory nature of the article was never tested by the trial court. The privilege
    applies regardless of whether or not the statement at issue is true or defamatory—
    -8-
    either per se or per quod. To make that determination would defeat the purpose of the
    privilege: to be able to publish newsworthy statements, despite the dubious nature of
    their veracity, without fear of liability for defamation. April at * 99.
    {¶25} The trial court must be afforded the first opportunity to resolve these
    issues. “In such a situation, the appellate court should reserve judgment until such
    time as the undecided issues are considered by the trial court and that decision is
    appealed.”     Crestmont Cleveland Partnership v. Ohio Dept. of Health, 
    139 Ohio App.3d 928
    , 935, 
    746 N.E.2d 222
    , 227 (10 Dist., 2000).                 Accordingly, Bahen’s
    assignment of error is meritorious; the trial court erred by dismissing his defamation
    claim.
    {¶26} Since we have concluded the trial court erred by dismissing the
    defamation claim, it also erred by dismissing Bahen’s derivative claims of negligent
    and intentional infliction of emotional distress.
    {¶27} In sum, Bahen's arguments are meritorious.            The trial court erred in
    applying the neutral reportage privilege because the Ohio Supreme Court has declined
    to adopt the doctrine, and further by dismissing Bahen’s Amended Complaint solely on
    that basis.     Additionally, the dismissal of the derivative claims was erroneous.
    Accordingly, the judgment of the trial court is reversed and the case remanded for
    further proceedings.
    Donofrio, J., concurs.
    Waite, J., concurs.