Parliamentary
Archives,
HL/PO/JU/18/251
Telnikoff (Appellant)
v.
Matusevitch
(Respondent)
JUDGMENT
Die Jovis 14° Novembris 1991
Upon Report from the Appellate Committee to
whom was
referred the Cause Telnikoff against Matusevitch, That
the
Committee had heard Counsel as well on Monday the 15th as
on
Tuesday the 16th and Wednesday the 17th days of July last,
upon
the Petition and Appeal of Vladimir Ivanovich Telnikoff
of Garden
Flat, 26 Northwood Road, London, N6 5TP, praying
that the matter
of the Order set forth in the Schedule
thereto, namely an Order of
Her Majesty's Court of Appeal of
the 16th day of May 1990, might
be reviewed before Her Majesty
the Queen in Her Court of
Parliament and that the said Order
might be reversed, varied or
altered or that the Petitioner
might have such other relief in the
premises as to Her Majesty
the Queen in Her Court of Parliament
might seem meet; as upon
the case of Vladimir Matusevitch lodged
in answer to the said
Appeal; and due consideration had this day
of what was offered
on either side in this Cause:
It is Ordered and Adjudged, by
the Lords Spiritual and
Temporal in the Court of Parliament of Her
Majesty the Queen
assembled, That the said Order of Her Majesty's
Court of
Appeal of the 16th day of May 1990 complained of in the
said
Appeal be, and the same is hereby, Set Aside and that
the
Order of Mr. Justice Drake of the 25th day of May 1989 be,
and
the same is hereby, Set Aside: And it is further Ordered,
That
the Cause be, and the same is hereby, remitted back to
the Queen's
Bench Division of the High Court of Justice with a
direction that
it be left to a jury to determine whether
paragraphs 6 and 7 of
the respondent's letter constituted pure
comment or whether they
contained defamatory statements of
fact: And it is also further
Ordered, That the Respondent do
pay or cause to be paid to
the said Appellant the Costs
incurred by him in the proceedings
before Mr. Justice Drake,
one-half of the costs incurred by him in
the Court of Appeal
and also one-half of the Costs incurred by him
in respect of
the said Appeal to this House, the amount of such
last-
mentioned Costs to be certified by the Clerk of
the
Parliaments if not agreed between the parties.
Cler: Parliamentor:
Judgment: 14.11.91
HOUSE OF LORDS
TELNIKOFF
(APPELLANT)
v.
MATUSEVITCH
(RESPONDENT)
Lord Keith of
Kinkel
Lord Brandon of Oakbrook
Lord Templeman
Lord
Ackner
Lord Oliver of Aylmerton
LORD KEITH OF KINKEL
My Lords,
This is an action for libel
brought by one Russian emigre
against another. On 13 February 1984
the plaintiff, Mr.
Telnikoff, was employed by the B.B.C. Russian
service as a
probationer. On that date the "Daily Telegraph"
newspaper
published an article written by him headed "Selecting
the right
wavelength to tune in to Russia." Having set out
the history of
broadcasting to Russia, the article continued:
"But still, after three
decades of gradually becoming aware
of the significance of Russian
language broadcasting, I
believe its general concept has never
been set right. It
continues to reflect the fatal confusion of the
West, which
has yet to clarify to itself whether it is threatened
by
Russia or by Communism. We fail to understand that
Communism
is as alien to the religious and national
aspirations of the
Russian people as those of any other
nation.
"This confusion further
manifests itself in the policy of
recruitment for the Russian
Service. While other services
are staffed almost exclusively from
those who share the
ethnic origin of the people to whom they
broadcast, the
Russian Service is recruited almost entirely from
Russian-
speaking national minorities of the Soviet empire, and
has
something like 10 per cent of those who associate
themselves
ethnically, spiritually or religiously with Russian
people.
However high the standards and integrity of that
majority there is
no more logic in this than having a Greek
Service which is 90 per
cent. recruited from the Greek-
speaking Turkish community of
Cyprus.
"When broadcasting to other
East European countries, we
recognise them to be enslaved from
outside, and better able
to withstand alien, Russian, Communism
through our
assertion of their own national spirit and
traditions.
- 1 -
However, this approach, leaves
room for flirting with Euro-
communism or 'socialism with a human
(non-Russian) face'
as a desirable future alternative, and well
suits the Left in
the West.
"Resisting the ideological
advance of Communism by
encouraging anti-Russian feelings is of
less obvious value
with a Russian audience. Making 'Russian'
synonymous with
'Communist' alienates the sympathetic Russian
listeners. It
stirs up social resentment in others against the
Russians.
Making those words synonymous also makes sympathy
for
Russia into support for the Communist system."
The defendant, Mr. Matusevitch, is
a Russian Jew who
suffered persecution there before emigrating. He
was at the time
of publication of the article employed in London
by Radio Liberty,
a United States radio station. Having read the
article he wrote a
letter to the "Daily Telegraph" which
published it on 18 February
1984. The terms of the letter, the
paragraphs of which I have
numbered for ease of reference, were
these:
"Sir - Having read
'Selecting the Right Wavelength to Tune
in to Russia' (Feb
13) I was shocked particularly by the part
on alleged
inadequacies of the B.B.C.'s Russian
Service
recruitment policies.
"Mr. Vladimir
Telnikoff says: 'While other services are
staffed
almost exclusively from those who share the ethnic
origin
of the people to whom they broadcast, the
Russian
Service is recruited almost entirely from
Russian-speaking
national minorities of the Soviet empire.
"Mr. Telnikoff must
certainly be aware that the majority of
new emigres from
Russia are people who grew up, studied
and worked
in Russia, who have Russian as their mother
tongue
and have only one culture - Russian.
4. "People with
Jewish blood in their veins were never allowed
by the Soviet
authorities to feel themselves equal with
people of the same
language, culture and way of life.
Insulted and humiliated by this
paranoic situation, desperate
victims of these Soviet racialist
(anti-Semitic) policies took
the opportunity to emigrate.
"Now the B.B.C.'s
Russian Service, as well as other similar
services of
other Western stations broadcasting to Russia,
who
are interested in new staff members (natives)
employ
those people in accordance with common
democratic
procedures, interested in their professional
qualifications and
not in the blood of the applicants.
"Mr. Telnikoff demands
that in the interest of more
effective
broadcasts the management of the B.B.C.'s Russian
Service
should switch from professional testing to a blood
test.
"Mr. Telnikoff is
stressing his racialist recipe by claiming
that no
matter how high the standards and integrity
'of
ethnically alien' people Russian staff might be, they
should
be dismissed.
- 2 -
"I am certain the Daily
Telegraph would reject any article
with similar suggestions
of lack of racial purity of the
writer in any normal
section of the British media.
"One could expect that
the spreading of racialist views
would be unacceptable
in a British newspaper."
The plaintiff took strong
exception to this letter. Solicitors
instructed by him wrote to
the defendant demanding an apology,
which was not given, and on 18
April 1984 they issued a writ for
libel against him, followed next
day by a statement of claim,
which set out the terms of the
defendant's letter and pleaded in
paragraph 4:
"In their natural and
ordinary meaning the said words meant
and were understood to mean
that the Plaintiff
(i) Advocated the introduction
of blood-testing as part of
the recruitment process of the BBC
Russian Services,
in order to maintain racial purity.
(ii) Advocated the dismissal of
employees of the BBC
Russian Service, on racial grounds.
(iii) Had made statements
inciting racial hatred and/or
racial discrimination.
(iv) Was a racialist and/or an
anti-semite and/or a
supporter and/or proponent of doctrines of
racial
superiority or racial purity."
The defendant pleaded fair comment
in a matter of public
interest, but not justification. The
plaintiff alleged in reply that
the defendant was actuated by
express malice.
On 5 October 1988 the action came
to trial, in the
defendant's absence, before Michael Davies J. and
a jury. The
plaintiff was awarded damages of £65,000 and
costs. However, on
28 April 1989 Michael Davies J., on the
defendant's application,
set aside the judgment and ordered a
re-trial, which took place
before Drake J. and a jury, starting on
22 May 1989. The
plaintiff conducted his own case and the
defendant was represented
by counsel. At the close of the
plaintiff's case on 24 May it was
submitted to the judge on behalf
of the defendant that there was
no case to go before the jury, in
respect that (1) any reasonable
jury properly directed would be
bound to sustain the defence of
fair comment, and (2) there was no
evidence of express malice.
Drake J. upheld this submission. The
plaintiff appealed to the
Court of Appeal [1991] 1 Q.B. 102
(Lloyd, Glidewell and Woolf
L.JJ.), which dismissed the appeal but
granted leave to appeal to
your Lordships' House, which the
plaintiff now does.
The first matter considered by
Drake J. and the Court of
Appeal was whether those parts of the
defendant's letter which
were defamatory in character, in
particular paragraphs 6 and 7,
were capable of being regarded as
statements of fact or could
only properly be held to be comment.
Since justification was not
pleaded the plaintiff would
necessarily succeed if the jury, the
- 3 -
issue being left to them, were to
decide that these paragraphs
contained statements of fact. Drake
J. said that on a
consideration of the letter as a whole he had no
doubt that these
paragraphs constituted comment. If he had felt
arty doubt about
the matter he would presumably have left it to
the jury to decide,
having regard to the law as stated in
Halsbury's Laws of England,
4th ed., (1979) vol. 28, para
228:
"The question whether all or
some of the words complained
of are statements of fact or comments
is a question of
construction for the judge. If, in his opinion,
there is no
reasonable doubt, he must direct the jury accordingly;
but
if, in his view, there is reasonable doubt as to whether
the
words are statements of fact or expresions of opinion he
must
leave it to the jury to decide."
In the Court of Appeal Lloyd L.J.
expressed the opinion that
the paragraphs in question could
clearly amount only to comment,
whether regard was had only to the
terms of the letter as a whole
or whether, as he thought to be
correct, the contents of the
plaintiff's article were also taken
into account. Glidewell and
Woolf L.JJ., on the other hand, took
the view that if the letter
alone were looked at it would be
arguable whether what was
contained in the offending paragraphs
was statement of fact or
comment. But they both considered that
the letter should be read
along with the contents of the
plaintiff's article, and that when
that was done the only possible
view was that the paragraphs in
question constituted comment.
I am of the opinion, in common I
understand with the
majority of your Lordships, that if the letter
alone is looked at it
would be open to a reasonable jury properly
to find that the
offending paragraphs contained statements of
fact. Paragraph 2 of
the letter quotes one sentence from the
plaintiff's article.
Paragraph 6 states, in the form of a
statement of fact, that the
plaintiff demands that the B.B.C.
Russian Service should switch
from professional testing to a blood
test. It seems to me that
this is capable of being read as
describing something else that the
plaintiff has said in his
article. As regards paragraph 7, the words
"Mr. Telnikoff is
stressing his racialist recipe" are undoubtedly
pure comment,
but what follows "by claiming that no matter how
high the
standards and integrity 'of ethnically alien' people Russian
staff
may be, they should be dismissed" is in my view capable of
being
read as a fact upon which the defendant is commenting, that
fact
being that the plaintiff has made such a claim in his article.
The
reader might be the more likely to think that the plaintiff
had
made such a claim by reason that the words "of ethnically
alien"
are placed in inverted commas, thus indicating that they are
a
quotation from the article (where in fact no such words
appear).
Drake J. took the view that paragraphs 6 and 7 did no
more than
express what would be the logical outcome if the views
stated in
the plaintiff's article were given effect to, while
Lloyd L.J. [1991]
1 Q.B. 102, 111E said that the sense of the
words in paragraph 6
was "Mr. Telnikoff in effect
demands . . .". But the fact remains
that the writer of the
letter has used no such words nor any
others apt to indicate that
what he has written are inferences
drawn from the terms of the
article.
- 4 -
The question then arises whether
it is permissible to have
regard to the whole terms of the
plaintiff's article, not only the
sentence from it quoted in the
letter, in determining whether
paragraphs 6 and 7 of the letter
contain statements of fact or are
pure comment. In my opinion the
letter must be considered on its
own. The readers of the letter
must have included a substantial
number of persons who had not
read the article or who, if they
had read it, did not have its
terms fully in mind. If to such
persons the letter appeared in
paragraphs 6 and 7 to contain
statements of fact about what the
plaintiff had written in his
article, which as I have already
indicated might well be the case,
then in the eyes of those
persons the plaintiff would clearly be
defamed. The matter cannot
turn on the likelihood or otherwise
of readers of the letter
having read the article. In some cases
many readers of a criticism
of some subject matter may be
familiar with that subject matter
but in other cases very few may
be, for example where that subject
matter is a speech delivered to
a limited audience. The principle
must be the same in either
case.
Lloyd L.J. in the course of his
judgment in the Court of
Appeal was troubled by what he regarded
as the anomaly that the
jury should not be allowed to consider the
terms of the article in
deciding whether or not the letter
contained only comment, but
should be allowed to look at the
article, if they decided that
question affirmatively, for the
purpose of deciding whether or not
the comment was fair. For my
part, I can see nothing undesirable
about that situation. The jury
would simply be directed in
deciding the first question, to
consider the effect of the letter on
the mind of a person who had
not read the article. Lloyd L.J.
also considered that if juries
were not allowed to consider the
terms of articles upon which
newspaper correspondents chose to
comment, the whole text of the
article would have to be set out
in the letter, a condition which
would be unacceptable to
newspaper editors, so that free
discussion of matters of public
interest would be restricted. That
apprehension is not, in my
view, well founded. The writer of a
letter to a newspaper has a
duty to take reasonable care to make
clear that he is writing
comment, and not making
misrepresentations about the subject
matter upon which he is
commenting. There is no difficulty about
using suitable words for
that purpose, such as those which Lloyd
L.J. thought capable of
being implied. Likewise any newspaper
editor should be under no
difficulty in observing whether his
correspondent has used
language apt to make clear that what he
writes is pure comment and
does not contain misrepresentations
about what he is commenting
on.
Lloyd L.J. found support for his
view in the speech of Lord
Porter in Kemsley v. Foot [1952]
A.C. 345, the "lower than
Kemsley" case. That was not a
case in which any issue arose as
to whether the words complained
of were a statement of fact or
were comment. Lord Porter said, at
p. 354:
"It is not, as I understand,
contended that the words
contained in that article are fact and
not comment: rather
it is alleged that they are comment with no
facts to
support it. The question for your Lordships' decision
is,
therefore, whether a plea of fair comment is only
permissible
where the comment is accompanied by a
- 5 -
statement of facts upon which the
comment is made and to
determine the particularity with which the
facts must be
stated."
It was held that the subject
matter of the comment, namely the
Kemsley Press, had been
indicated with sufficient clarity to justify
comment being made,
that subject matter being well known to the
public generally. The
defendant had pleaded particulars of facts
about the Kemsley Press
which were founded on as indicating that
the comment was fair.
Lord Porter said, at pp. 355-356:
"If an author writes a play
or a book or a composer
composes a musical work, he is submitting
that work to the
public and thereby inviting comment. Not all the
public
will see or read or hear it but the work is public in
the
same sense as a case in the Law Courts is said to be heard
in
public. In many cases it is not possible for everyone who
is
interested, to attend a trial, but in so far as there is
room for
them in the court all are entitled to do so, and
the
subject-matter upon which comment can be made is
indicated to the
world at large.
The same observation is true of a
newspaper. Whether the
criticism is confined to a particular issue
or deals with the
way in which it is in general conducted, the
subject-matter
upon which criticism is made has been submitted to
the
public, though by no means all those to whom the alleged
libel
has been published will have seen or are likely to see
the various
issues. Accordingly, its contents and conduct
are open to comment
on the ground that the public have at
least the opportunity of
ascertaining for themselves the
subject-matter upon which the
comment is founded. I am
assuming that the reference is to a known
journal: for the
present purpose it is not necessary to consider
how far
criticism without facts upon which to base it is subject
to
the same observation in the case of an obscure publication."
All that was said in a context in
which the words complained of
were admitted to be pure comment,
and the passage therefore has
no application to the present case.
There can be no doubt that where
the words complained of
are clearly to be recognised as comment,
and the subject matter
commented on is identified, then that
subject matter must be
looked at to determine whether the comment
is fair. Kemsley v.
Foot [1952] A.C. 345 is no authority
for the view that the subject
matter may be looked at for the
purpose of turning what on the
face of it is a statement of
fact into a comment. The subject
matter may, of course, be looked
at for the purpose of
ascertaining that the statement of fact is
untrue. In Merivale v.
Carson (1887) 20 Q.B.D. 275 a
published criticism of a play made
reference to one of the
characters being "a naughty wife", though
in fact there
was no adulterous wife in the play. Bowen L.J. said,
at p. 284:
"Still there is another class
of cases in which, as it seems
to me, the writer would be
travelling out of the region of
fair criticism - I mean if he
imputes to the author that he
has written something which in fact
he has not written.
- 6 -
That would be a misdescription of
the work. There is all
the difference in the world between saying
that you
disapprove of the character of a work, and that you think
it
has an evil tendency, and saying that a work treats
adultery
cavalierly, when in fact there is no adultery at all in
the
story. A jury would have a right to consider the latter
beyond
the limits of fair criticism."
I conclude that Drake J. was wrong
in failing to leave to
the jury the question whether paragraphs 6
and 7 of the
defendant's letter contained statements of fact.
Drake J. also refused to leave to
the jury the question
whether, assuming that paragraphs 6 and 7
were pure comment,
they constituted fair comment on a matter of
public interest, and
the Court of Appeal upheld his decision on
this matter also. Both
took the view that on an application of the
normal objective test
of fair comment any reasonable jury would be
bound to hold that
it was satisfied. Lloyd L.J. correctly stated
the test as being
whether any man, however prejudiced and
obstinate, could honestly
hold the view expressed by the defendant
in his letter. I agree
with Drake J. and the Court of Appeal as to
the only reasonable
outcome of a proper application of that test,
and find it
unnecessary to elaborate the matter. It was, however,
argued by
counsel for the plaintiff before the Court of Appeal and
in your
Lordships' House that in addition to satisfying the
objective test a
defendant pleading fair comment must prove
affirmatively that the
comment represented his own honest opinion,
which the present
defendant failed to do, since the case was
withdrawn from the
jury before any evidence had been given by him.
Lloyd L.J., after
an extensive review of the authorities,
concluded that this
argument was unsound. These authorities
included Chernesky v.
Armadale Publishers Ltd. (1978) 90
D.L.R. (3rd) 321, in the
Supreme Court of Canada. The defendants
were the editor and
the owner and publisher of a newspaper which
had published a
letter to the editor in which the writers accused
the plaintiff of
holding racist views. The writers of the letter
did not give
evidence, but the defendants in their evidence made
it clear that
the letter complained of did not represent the
honest expression of
their own views. The trial judge refused to
leave the defence of
fair comment to the jury, and the Supreme
Court, by a majority
of six to three, held that he had acted
rightly. Lloyd L.J.
expressed himself as preferring the judgment
of the minority to
that of the majority, and as regarding the
former as being fully
supported by the English authorities cited
in his extensive review.
I find myself in respectful agreement
with him and feel that to
repeat his review would be a work of
supererogation. The law is
correctly stated in Gatley on Libel
and Slander, 8th ed. (1981), p.
348 para. 792, as follows:
"Onus of proof of malice;
fair comment. In the same way,
the defendant who relies on a
plea of fair comment does
not have to show that the comment is an
honest expression
of his views. 'In alleging any unfairness the
plaintiff takes
on him or herself the onus, also taken by an
allegation of
malice, to prove that the criticism is unfair either
from the
language used or from some extraneous circumstance.'"
- 7 -
Finally, it was argued for the
plaintiff that Drake J. was
wrong to decide that there was no
evidence of express malice fit
to go before the jury, and that the
Court of Appeal was wrong in
upholding that decision. I am
satisfied that the decision was
correct, and find it unnecessary
to go into any detail upon this
matter.
My Lords, for these reasons I
would allow the appeal only
on the issue as to whether it should
have been left to the jury to
determine whether paragraphs 6 and 7
of the defendant's letter
constituted pure comment or whether they
contained defamatory
statements of fact. Since the argument dealt
extensively with
issues upon which the plaintiff has been
unsuccessful, I would
award him only one half of his costs before
the Court of Appeal
and your Lordships' House, but the whole of
his costs of the
proceedings before Drake J.
LORD BRANDON OF OAKBROOK
My Lords,
For the reasons given in the
speech delivered by my noble
and learned friend, Lord Keith of
Kinkel, I would allow the appeal
to the extent proposed by him.
LORD TEMPLEMAN
My Lords,
The plaintiff alleges that certain
of the contents of the
letter by the defendant set forth with
numbered paragraphs in the
speech of my noble and learned friend,
Lord Keith of Kinkel, were
defamatory, i.e. reflected on the
reputation of the plaintiff and
tended to lower him in the
estimation of right-thinking members
of society. If the contents
of the letter were fair comment, then
the plaintiff cannot
complain notwithstanding that they were
defamatory. If the
contents of the letter included defamatory
statements of fact,
however, then the plaintiff will succeed in his
action for
defamation unless the statements of fact set out in the
letter
were true. If the contents -
"... were a statement of
fact, and the facts were untrue,
a plea of fair comment would not
avail and it is for the
jury in a proper case to determine what is
comment and
what is fact, but a pre-requisite to their right is
that the
words are capable of being a statement of a fact or
facts."
(per Lord Porter in Turner v. Metro-Goldwyn-Mayer
Pictures
Ltd. [1950] 1 All E.R. 449, 461).
In the present case the question,
whether to be answered by judge
or jury, is whether the letter
alleged facts or made comments.
Drake J. and Lloyd L.J. were of
the opinion that all the contents
of the letter were comments.
Your Lordships (with the possible
- 8 -
exception of my noble and learned
friend, Lord Ackner) share the
opinion voiced by Lord Keith "that
if the letter alone is looked at
it would be open to a reasonable
jury properly to find that the
offending passages contain
statements of fact." Glidewell and
Woolf L.JJ. were of the
same opinion but nevertheless concluded
that all the contents were
unarguably comment and not fact in the
light of the plaintiff's
article which inspired the defendant's letter.
In my opinion, fact
or comment depends on the true construction
of the letter and not
on the true construction of the article. If
in the letter the
defendant made allegations of fact, those
allegations cannot be
converted into comment by the article
written by the plaintiff.
This logical result is disputed on two
grounds.
First it, is said that the judge
will have to direct the jury
that they must refer to the article
in deciding whether any
comment was fair but that they must not
refer to the article in
deciding whether it was comment at all. My
Lords, the first task
of the jury, in any event, must be to decide
on an examination of
the letter whether the contents are, fact or
comment. If and only
if the contents are comment the jury must
then consider whether
those comments are fair.
Secondly it is said that the
defence of fair comment will be
unduly restricted and freedom of
the press inhibited if in deciding
whether the defendant has
alleged fact or has made comments the
jury can only look at the
defendant's statement which is claimed
to be defamatory. In my
opinion this argument blurs the
distinction between the defence of
fair comment and the defence
of justification. It was argued that
a newspaper could only
protect itself against an action for
defamation by confining
criticism to passages actually set out in
the criticism. I do not
agree. Any critic, whether private or
public, whether individual or
press, must simply make clear that
he is not quoting the plaintiff
but is commenting on words which
the plaintiff has uttered. In
the present case it will be for the
jury to decide whether the
parts of the letter put words into the
mouth of the plaintiff.
For these reasons and in agreement
with the views
expressed by Lord Keith I agree with the orders
which he has
proposed.
LORD ACKNER
My Lords,
Your Lordships are once more
concerned with one of the
fundamental freedoms - the freedom of
speech. This appeal
concerns the plea of fair comment - the right
of the citizen
honestly to express his genuine opinion on a
subject of public
interest, however wrong or exaggerated or
prejudiced that opinion
may be. There have been many judicial
pronouncements on how
vital to the functioning of a democratic
society is the freedom to
comment on matters of public interest. I
content myself with
citations from two cases.
- 9 -
In Lyon v. The Daily Telegraph
Ltd. [1943] K.B. 746, a
decision of the Court of Appeal to
which I will have occasion
again to refer, Scott L.J. said, at p.
752:
"The reason why, once a plea
of fair comment is
established, there is no libel, is that it is
in the public
interest to have free discussion of matters of
public
interest."
Towards the end of his judgment
Scott L.J. added, at p.
753:
"It [the right of fair
comment] is one of the fundamental
rights of free speech and
writing which are so dear to the
British nation, and it is of
vital importance to the rule of
law on which we depend for our
personal freedom that the
courts should preserve the right of
'fair comment'
undiminished and unimpaired."
In Slim v. The Daily Telegraph
Ltd. [1968] 2 Q.B. 157, 170
Lord Denning M.R. said that:
". . . the right of fair
comment is one of the essential
elements which go to make up our
freedom of speech. We
must ever maintain this right intact. It
must not be
whittled down by legal refinements."
In paragraph 151 of the Report of
the Committee on Defamation
(1975) (Cmnd. 5909) under the
chairmanship of the late Faulks J.
it is stated:
"The very wide breadth of the
main criterion for the
defence of fair comment (could an honest
albeit prejudiced
person have expressed such an opinion) has stood
for over a
century. It is generally regarded as a bulwark of
free
speech."
I entirely agree with the views
expressed by my noble and learned
friend Lord Keith of Kinkel
supporting the decision of the Court
of Appeal and the trial
judge, Drake J., that there was no
evidence of malice fit to go to
the jury and that accordingly the
plaintiff, the appellant before
your Lordships, failed to discharge
the burden of proof which lay
upon him that the defendant, the
respondent to this appeal, did
not honestly hold the belief which
he expressed in his letter to
the Daily Telegraph and which was
published on 18 February 1984.
However, the fundamental question
which remains is whether the
words complained of in that letter
were capable of being
understood as a statement or statements of
fact, since if they
were, they were defamatory, there being no
attempt to justify
them. It is common ground that it is for the
judge alone to decide
whether the words complained of are capable
of being a statement
of a fact or facts and whether his ruling is
right or wrong is a
matter of law for the decision of an appellate
tribunal. Drake J.
decided that the words were not so capable
and his decision was
upheld by the Court of Appeal.
It is not always easy to draw the
distinction between an
expression of an opinion and an assertion
of fact. The very same
words may be one or the other according to
their context. This
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point is
cogently made in Winfield and Jolowicz on Tort 11th
ed.,
(1979), p. 304 where this example is provided:
"To
say that 'A is a disgrace to human nature' is an
allegation of
fact, but if the words were 'A murdered his
father and is
therefore a disgrace to human nature' the
latter words are plainly
a comment on the former."
I do not
take it to be disputed that whether the words complained
of were
reasonably capable of being understood as comment or a
statement
of fact must depend on a consideration of the whole of
the words
used, their context and the circumstances of publication.
The
vital issue in this case is - what is their context?
The
respondent's letter which was published in the Daily
Telegraph had
been stimulated by and indeed brought into
existence as a result
of the publication in that newspaper on 13
February 1984, (some
five days earlier than the publication of the
respondent's letter)
of an article written by the appellant entitled
"Selecting
the Right Wavelength to Tune into Russia". The
appellant was
then employed by the B.B.C. Russian Service as a
probationer. The
respondent was also employed at the relevant
time by the same
service in the B.B.C. He is a Russian Jew. He
was much incensed by
the appellant's article, which he regarded as
racialist and
anti-semitic. As Lloyd L.J. pointed out in his
judgment [1991] 1
Q.B. 102, 105.106, the main thrust of the article
was the
importance of distinguishing between Russia on the one
hand, and
Communism on the other. Having traced the history of
Russian
broadcasting since the early 1970's the article continued:
"But
still, after three decades of gradually becoming aware
of the
significance of Russian language broadcasting I
believe its
general concept has never been set right. It
continues to reflect
the fatal confusion of the West, which
has yet to clarify to
itself whether it is threatened by
Russia or by Communism. We fail
to understand that
Communism is as alien to the religious and
national
aspirations of the Russian people as those of any
other
nation."
In the
remaining paragraphs of the article the appellant then made
quite
a different point. These need to be set out in full.
"This
confusion further manifests itself in the policy of
recruitment
for the Russian Service. While other services
are staffed almost
exclusively from those who share the
ethnic origin of the people
to whom they broadcast, the
Russian Service is recruited almost
entirely from Russian-
speaking national minorities of the Soviet
empire and has
something like 10 per cent. of those who
associate
themselves ethnically, spiritually or religiously with
Russian
people. However high the standards and integrity of
that
majority there is no more logic in this than having a
Greek
Service which is 90 per cent. recruited from the
Greek-
speaking Turkish community of Cyprus.
"When
broadcasting to other East European countries, we
recognise them
to be enslaved from outside and better able
to withstand alien
Russian Communism through our assertion
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of their own national spirit and
traditions. However, this
approach leaves room for flirting with
Euro-communism or
'socialism with a human (non-Russian) face' as a
desirable
future alternative, and well suits the Left in the West.
"Resisting the ideological
advance of Communism by
encouraging anti-Russian feelings is of
less obvious value
with a Russian audience. Making 'Russian'
synonymous with
'Communist' alienates the sympathetic Russian
listeners. It
stirs up social resentment in others against the
Russians.
Making those words synonymous also makes sympathy
for
Russia into support for the Communist system.
"In America the Reagan
Administration recently appointed a
new Director to Radio Liberty,
George Bailey, who
introduced a concept in broadcasting which is
to oppose
Communism ideologically through Russian national
spirit,
tradition and, most important, appreciation of
religious
feelings. In other words, through relying upon and
appealing
to those basic values which constitute the health of
any
nation, indeed provide its only ideological immunity
against
the spread of Communism.
"Predictably, Mr. Bailey very
soon came under malicious
attack from the Left and particularly
those in the State
Department who promote their own unfortunate
brand of
detente of the airwaves: 'If we stop telling the truth,
they
might stop telling lies.' Mr. Bailey's approach must
be
studied and followed by other broadcasting corporations
not
least of all our own external services of the B.B.C."
The appellant by submitting his
article for, and thus
achieving its publication, exposed himself
to and certainly, by
implication, invited comment through the same
medium. The
invitation was accepted with indignation.
I set out the respondent's letter
of 18 February, for
convenience sake, numbering each of the
paragraphs.
"Sir - Having read
'Selecting the Right Wavelength to Tune
in to Russia' (Feb
13) I was shocked particularly by the part
on alleged
inadequacies of the B.B.C.'s Russian Service
recruitment
policies.
"Mr. Vladimir
Telnikoff says: 'While other services are
staffed
almost exclusively from those who share the ethnic
origin
of the people to whom they broadcast, the
Russian
Service is recruited almost entirely from
Russian-speaking
national minorities of the Soviet empire.
"Mr. Telnikoff must
certainly be aware that the majority of
new emigres from
Russia are people who grew up, studied
and worked in
Russia, who have Russian as their mother
tongue and
have only one culture - Russian.
"People with Jewish blood
in their veins were never allowed
by the Soviet authorities
to feel themselves equal with
people of the same
language, culture and way of life.
Insulted and
humiliated by this paranoic situation, desperate
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victims of these Soviet
racialist (anti-Semitic) policies took
the opportunity to
emigrate.
"Now the B.B.C.'s Russian
Service, as well as other similar
services of other Western
stations broadcasting to Russia,
who are interested
in new staff members (natives) employ
those people in
accordance with common democratic
procedures
interested in their professional qualifications and
not in the
blood of the applicants.
"Mr. Telnikoff demands
that in the interest of more
effective
broadcasts the management of the B.B.C.'s Russian
Service
should switch from professional testing to a blood
test.
"Mr. Telnikoff is
stressing his racialist recipe by claiming
that no
matter how high the standards and integrity
'of
ethnically alien' people Russian staff might be, they
should
be dismissed.
"I am certain the
Daily Telegraph would reject any article
with similar
suggestions of lack of racial purity of the
writer
in any normal section of the British media.
"One could expect that
the spreading of racialist views
would be unacceptable
in a British newspaper."
One matter is crystal clear, that
at the very outset of his
letter the respondent identified, both
by its title and by its date,
the appellant's article. He stated
in terms that he was shocked,
particularly by that part of the
appellant's article which alleged
inadequacies in the B.B.C.'s
Russian service recruitment policies
and he quoted from the very
first paragraph of the excerpt of the
article which I have set out
above. He then, to put the matter
neutrally, gave vent to his
feelings. Your Lordships are concerned
with whether the words
complained of were capable of being
understood as statements of
fact or facts rather than comment.
If they were so capable then it
is common ground it would have
been the judge's duty to leave the
question - fact or comment -
to the jury.
Let me first identify what are the
words alleged to be
statements of fact rather than statements of
opinion or comment.
Mr. Browne, for the appellant, relies upon
paragraphs numbered 6
and 7 of the letter, coupled with the final
paragraph. In relation
to paragraph 6, while conceding that the
reference to "a blood
test" was plainly not meant to be
taken literally, he contended
that the paragraph was capable of
being construed as a factual
statement that the appellant had
demanded that the B.B.C. should
vet employees before employment
and reject those who were of
Jewish blood, regardless of their
abilities.
As regards paragraph 7, he
contended that the statement
that the appellant claimed that no
matter how high the standards
and integrity "of ethnically
alien" people Russian staff might be
they should be
dismissed, was capable of being construed as a
factual statement.
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As regards paragraph 9, Mr. Browne
appeared to rely on the
contents of this paragraph essentially as
material for the jury's
consideration as to whether the respondent
could honestly have
believed in the comments which he had
expressed in his letter.
To my mind this was the only
possible use that could be made of
this paragraph and I agree with
your Lordships that it failed. This
paragraph is giving the
respondent's interpretation of the
appellant's views, as expressed
in his article, and is characterising
them as being racialist.
That is a statement, be it right or
wrong, of the respondent's
opinion.
I now turn to the issue of public
importance, which appears
to have motivated the Court of Appeal to
grant leave to appeal to
your Lordships' House. Is the court
entitled, in deciding whether
the words complained of are comment
or statements of fact, not
only to look at the whole of the
contents of the letter (this was
not in dispute before your
Lordships) but also the very article to
which the letter refers.
In short, is the article part of the
context in which the letter
is to be construed?
It is accepted that in most cases
it would be apparent from
the publication itself whether the words
complained of are
comment or not. It is however accepted by Mr.
Browne that in
some cases it may be necessary to have regard to
the wider
context, for example to documents which are, as it
were,
incorporated in the publication by reference. This is
accepted to
be permissible when a question arises as to the
meaning of the
alleged libel (see Gatley on Libel and Slander,
8th ed. (1981), p. 55
para. 102). Is it also permissible where the
question is whether
words complained of are statements of fact or
comment? On this
there is no authority direct in point.
Mr. Browne repeated the submission
which he had
unsuccessfully made to the Court of Appeal. He
contended that
your Lordships are confined to the four corners of
the letter. He
conceded that the subject matter on which the
respondent was
commenting, namely the article, was sufficiently
indicated in the
letter. But the letter might, he said, have been
read by someone
who had no ready access to the article.
Accordingly the question
of construction, which he described as
purely linguistic or
grammatical, must be answered by reference to
the letter alone.
The article, the subject matter of the letter,
must not be referred
to.
I share the view expressed in
particular by Woolf L.J. in his
judgment [1991] 1 Q.B. 102, 123,
that if the court is not entitled
to look at the material on which
it is alleged that the words
complained of were commenting, it
would unduly restrict the
defence of fair comment. Indeed, it
would diminish and impair
this vitally important right, by
whittling it down by a wholly
unjustified legal refinement. If the
criticism of an article
published in a newspaper on a subject
matter of public importance
is to be confined to passages actually
set out in the criticism,
then the freedom to comment on a matter
of public importance
becomes, from a practical point of view,
illusory or non-existent.
The ability of a defendant to comment
should not depend on
whether or not the reader is aware of the
material which is the
subject of the comment. As pointed out in
terms by Woolf L.J.,
the defence of fair comment is based on the
principle that a
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citizen should be entitled
to comment on a matter of public
interest and the
fact that the publication is limited does not
affect the public interest.
In my judgment the defence of fair
comment is not based
on the proposition that every person who
reads a criticism should
be in a position to judge for himself. It
would be absurd to
suggest that a critic may not say what he
thinks of a play
performed only once, because the public cannot go
and see it to
judge for themselves. The defence of fair comment is
available to
a defendant who has done no more than express his
honest opinion
on publications put before the public. It is
sufficient for him to
have identified the publication on which he
is commenting, without
having set out such extracts therefrom as
would enable his readers
to judge for themselves whether they
agreed with his opinion or
not. Were the law otherwise it would be
necessary or at the very
least forensically expedient to set out,
ipsissima verba, the entire
contents of the article upon which as
a matter of public
importance the citizen is entitled to comment
honestly. In the
result the important contribution to public
discussion on matters of
public importance arising out of the
publication in the press of
correspondence would be seriously
curtailed. Yet a free and
general discussion of matters of public
interest is fundamental to a
democratic society.
The views which I have stated
above seem to me not only
to be clearly right in principle, but
appear also to reflect the
views of your Lordships' House, as
expressed in the case of
Kemsley v. Foot [1952] A.C. 362.
In that case an article
criticising the conduct of the Beaverbrook
press describe it as
"lower than Kemsley". No details
were contained in the article to
substantiate the charge against
Lord Kemsley. Nevertheless it was
held that there was a sufficient
substratum of fact indicated in
the libel to justify the
allegation being treated as comment. The
subject matter which was
implied was that the plaintiff was in
control of newspapers and
that the conduct of the publishers was
in question. The defendant
was entitled to say, per Lord Porter,
at p. 357:
"We have pointed to your
Press. It is widely read. Your
readers will, and the public
generally can, know at what our
criticism is directed. It is not
bare comment; it is
comment on a well known matter, much better
known,
indeed, that a newly printed book or a
once-performed
play."
In the course of his speech Lord Porter said, at p. 355:
"If an author writes a play
or a book or a composer
composes a musical work, he is submitting
that work to the
public and thereby inviting comment. Not all the
public
will see or read or hear it but the work is public in
the
same sense as a case in the Law Courts is said to be heard
in
public. In many cases it is not possible for everyone who
is
interested, to attend a trial, but insofar as there is room
for
them in the court, all are entitled to do so, and the
subject
matter upon which comment can be made is
indicated to the world at
large.
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"The same observation is true
of a newspaper. Whether the
criticism is confined to a particular
issue or deals with the
matter in which it is in general
conducted, the subject
matter upon which criticism is made has
been submitted to
the public, though by no means all those to whom
the
alleged libel has been published will have seen or are
likely
to see the various issues. Accordingly, its contents
and
conduct are open to comment on the ground that the public
have
at least the opportunity of ascertaining for themselves
the
subject matter upon which the comment is founded. I
am assuming
that the reference is to a known journal: for
the present
purpose it is not necessary to consider how
criticism without
facts upon which to base it is subject to
the same observation in
the case of an obscure publication."
As Lord Oaksey in his
speech in the same case
pointed out, at pp. 360-361:
"The forms in which a comment
on a matter of public
importance may be framed are almost
infinitely various and,
in my opinion, it is unnecessary that all
the facts on which
the comment is based should be stated in the
libel in order
to admit the defence of fair comment. It is not, in
my
opinion, a matter of importance that the reader should be
able
to see exactly the grounds of the comment. It is
sufficient if the
subject which ex hypothesi is of public
importance is sufficiently
and not incorrectly or untruthfully
stated."
In Kemsley's case [1953]
A.C. 345 it was ultimately
admitted on behalf of the appellant
that the facts necessary to
justify comment might be implied from
the terms of the impugned
article:
". . . therefore the inquiry
ceased to be - Can the
defendant point to definite assertions of
fact in the alleged
libel upon which the comment is made? and
becomes - Is
there subject-matter indicated with sufficient
clarity to
justify comment being made? And was the
comment
actually made such as an honest, though prejudiced,
man
might make?" (Per Lord Porter, at p. 357).
Quite apart from the principle of
the matter, an important
practical point is made by Lloyd L.J.
in his judgment [1991] 1 Q.B.
102, 110, and repeated by
Glidewell L.J. in his judgment, at p.
122. If the question -
statement of fact or comment? - had
fallen to be decided by the
jury, the judge would have to direct
the jury that they must refer
to the article in deciding whether
any comment was fair or not but
if Mr. Browne's contention was
correct, they must not refer
to the article in deciding whether it
was comment at all.
If this be the law, then I echo
the words of Russell L.J., in
Broadway Approvals Ltd. v. Odhams
Press Ltd. (No. 2) [1965] 1
W.L.R. S05, 825:
". . . the law of libel seems
to have characteristics of such
complication and subtlety that I
wonder whether a jury on
retiring can readily distinguish their
heads from their heels."
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Given that the judge was entitled,
and indeed the jury would
have been entitled to consider the whole
of the article, I have no
difficulty in agreeing with the Court of
Appeal that the jury would
have been bound to conclude that the
matters of which complaint
is made in the letter were, though
perhaps expressed as if they
were statements of fact, in reality
comment on the contents of
the article or part of it. In just the
same way as it is accepted
that the reference to "a blood
test" (despite what appears in the
particulars of the
statement of claim) is not to be taken literally,
the same is true
of the appellant's alleged "demand" in paragraph
6 of
the letter. I agree with the Court of Appeal that any fair-
minded
man reading the letter as a whole in the light of the
article
would regard it as an inference drawn by the author from
the first
paragraph of the excerpt from the article which I have
quoted,
part of which was set out in the respondent's letter,
together
with the penultimate and final paragraphs of the article.
The
sense of the words is "Mr. Telnikoff in effect demands .
. .".
The same applies, mutatis mutandis, to the 7th
paragraph.
Accordingly I would have dismissed this appeal.
LORD OLIVER OF AYLMERTON
My Lords,
I have had the advantage of reading the speech prepared by
my noble and learned friend, Lord Keith of Kinkel. I agree with
it and for the reasons
which he gives I, too, would allow the
appeal.
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