First matter complained of.
7The first matter complained of identifies a conversation in or about May 2009 between Professor Raphael Grzebieta (the second defendant) and Professor Chris Winder, that was said to be in these terms:
"Paul Barach is a fraud and has lied and misused funds of the Injury Risk Management Research Centre.
He does not have a Masters degree, and although he claimed in his CV to have served in the Army he didn't do so.
He has not written certain of the articles that he claimed to have written in his CV.
He is a narcissistic bully."
8The plaintiff pleaded the following imputations said to arise from the natural and ordinary meaning of the words spoken:
"12.1 Paul Barach is a fraud;
12.2 Paul Barach is a liar;
12.3 Paul Barach is a thief;
12.4 Paul Barach embezzled money from the IRMRC;
12.5 Paul Barach is a conman;
12.6 Paul Barach falsely claimed that he had a Masters Degree;
12.7 Paul Barach fraudulently claimed in his CV to have served in the Army;
12.8 Paul Barach falsely claimed in his CV to have written and published certain articles; and
12.9 Paul Barach is a narcissistic bully."
9The first defendant, in written submissions, objected to all but 12.1, 12.5 and 12.7. During argument, the objections to 12.6 and 12.8 were not pressed (T7). Dealing with the remaining objections, it was said that imputation 12.2 ( the plaintiff is a liar ) does not differ in substance from imputation 12.1 ( the plaintiff is a fraud ). It was submitted that fraud is deception. Lying is simply one form of deception, although the defendant acknowledged that lying is a discrete act, separate from its consequences, whereas fraud tends to suggest that a benefit has been obtained by means of the deception (T3).
10The plaintiff responded by drawing attention to the words spoken. The second defendant began by saying: "Paul Barach is a fraud and has lied", making an emphatic distinction between lying and fraud. Moreover, the remaining words spoken include the misuse of funds, adding to the notion of fraud. They are two different concepts, fraud and lying.
11I accept the plaintiff's submissions. To label someone "a fraud" is to comment upon his or her general character. The expression has a pervasive quality. Lying is a far more restricted concept. A person of good character may tell a lie and be described as "a liar". No doubt much will depend upon the nature of the lie and the circumstances in which it was told. Lying is some evidence that a person is "a fraud". Here, the speaker, in the matter complained of, makes the general charge ("a fraud") and then assembles the evidence. The evidence includes, but is not restricted to, lying. The two imputations, I believe, are different in substance. Imputation 12.2 should go to the jury.
12Moving to imputation 12.3 ( the plaintiff is a thief ) the first defendant submitted that the imputation was not reasonably capable of arising. The context was important. It was a discussion between two academics. The plaintiff was an academic managing the funds of the Injury Risk Management Research Centre. He was not a "fly by night thief". There is no suggestion that the plaintiff had committed theft or larceny. The speaker used the word "misuses", meaning that he had inappropriately used. He did not use the word "misappropriated". The imputation therefore puts a strained interpretation upon the words "misused funds of the Injury Risk Management Research Centre" (T5 and T6).
13The plaintiff responded by drawing attention to the test set out in the judgment of Hunt CJ at CL in Amalgamated Television Services Pty Ltd v Marsden (1998) 43 NSWLR 158 at 165. The issue is capacity and the test is relatively undemanding. The defendant is only entitled to have the imputation rejected if it is a "strained or forced or utterly unreasonable interpretation" of the words spoken. The plaintiff acknowledged that the context was important. The context was a list of pejoratives, describing the plaintiff's character, furnishing examples of the lies said to have been told (no Masters Degree, no Army service and not the author of articles he claimed to have written). In the same breath, he was condemned for having "misused funds" of the Research Centre. In that context, according to the plaintiff, the words were capable of suggesting that he had stolen money; that he had misused research funds, as though they were his own, when it was the money of the Research Centre. According to the plaintiff, the words in context were capable of supporting the general charge that he was a thief (T6).
14Dealing with these submissions, the imputation is, I believe, reasonably capable of arising. I agree that the context is important and does include the general charges that he is a fraud and a liar. The issue may perhaps be tested in this way: were the words spoken capable of suggesting, for instance, that the plaintiff misused the funds of the Research Centre for long lunches or for private research, that is research which had nothing to do with the important public policy objectives of the Centre. I believe they could. With a certain amount of loose thinking, such expenditure is capable of being regarded as "theft" and the person responsible, a thief. I would allow imputation 12.3 (cf para 20 infra).
15Imputation 12.4 ( Paul Barach embezzled money from the IRMRC ) is objected to by the first defendant on the basis of capacity. There is not, according to the defendant, any suggestion of embezzlement. The plaintiff responded by drawing attention to the judgment in Jones v Skelton (1963) SR (NSW) at 644, where the ordinary reasonable meaning included, not only the literal meaning of the words published, but those meanings that may be implied or inferred (at 650).
16Dealing with these submissions, my first reaction was that the imputation was strained and unreasonable. The word "embezzle" suggests a specific criminal offence and a matter for the police. The conversation is between two academics. The flavour is scandal and disciplinary (long lunches and inappropriate research) rather than a specific crime.
17What assistance, if any, do the dictionaries provide? The Oxford Dictionary includes the following meaning of "embezzle":
"To make away with (provisions, money, etc.); esp. to carry off secretly (what belongs to another person) for one's own use."
18The Oxford goes on to provide, as "the only current sense", the following definition:
"To divert to one's own use (money, etc.) in violation of trust or official duty."
19The Macquarie Dictionary provides a definition in these terms:
"to appropriate fraudulently to one's own use, as money or property entrusted to one's possession."
20There is certainly the suggestion that the plaintiff misused for his own purposes (and perhaps the purposes of others) funds entrusted to him. Nonetheless, the words used in the matter complained of are fairly mild. He "misused" funds. The speaker did not say he "misappropriated" funds. Although the dictionary definitions have made me hesitate, I believe nonetheless that the imputation is not reasonably capable of arising. I am conscious of the fact that I have allowed the last imputation (12.3) and that theft is a crime. However, in ordinary discourse, where someone wrongly or inappropriately uses another's money, some, to make a point, will call it "theft", even though they would not see it as a matter for the police or a matter warranting criminal proceedings. I believe therefore that imputation 12.3 is rather different from imputation 12.4. I would reject imputation 12.4.
21The final imputation, the subject of objection in respect of the first matter complained of, is imputation 12.9 ( Paul Barach is a narcissistic bully ). The imputation, according to the first defendant, is bad in form. It does not identify an "act or condition". Rather, it rolls up two separate and unrelated concepts, narcissism and bullying. It's rather like saying someone is a murderer and has bad fashion sense (T7) or that the plaintiff is a tax -avoiding thug (T59). Such imputations lack cohesion, just as "narcissistic bully" lacks cohesion or "inaptly captures a single condition".
22There is an obligation in these circumstances, according to the defendant, to separate the two concepts. An additional concept may only be introduced into an imputation where it relevantly qualifies the core concept in the imputation. Here, narcissism is a complex medical condition (T9), which does not qualify in any meaningful way the suggestion of bullying. Further, the fact that the speaker chose to combine the two words is not determinative.
23Reference was made to a number of authorities that have condemned the reproduction of the words used in the matter complained of. In Monte v Mirror Newspapers Ltd [1979] 2 NSWLR 663 Hunt J said this (at 678):
"What the plaintiff must plead as the imputation upon which he relies is, in my opinion, the precise act or condition asserted of, or attributed to, him, or with which he is charged. Words are but instruments which men use to express and convey their meaning: Lewis v Daily Telegraph Ltd . (99), but, outside of legal documents, it is recognised that words are imprecise instruments for that purpose: Slim v Daily Telegraph Ltd. (100). Yet it is the meaning alleged to have been conveyed by the words, rather than the words themselves which it is important to have precisely defined in the imputation complained of by the plaintiff. In very few cases would it be sufficient merely to repeat the wording of the matter complained of itself. Very rarely is that act or condition stated expressly in the matter complained of; rather is it more usually implied or to be inferred: Jones v Skelton (101)." (emphasis added)
24Some years later, Hunt AJA returned to the issue in Harvey v John Fairfax Publications Pty Ltd [2005] NSWCA 255, where at [122] he made reference to Feros v West Sydney Radio Pty Ltd (Court of Appeal, 22 June 1982, unreported). In that case, Samuels JA (Moffitt P and Reynolds JA agreeing) said this (at 5):
"It is not always sufficient that an imputation should repeat the language of the matter published. Sometimes that will be enough, but more often an imputation must distil rather than recapitulate".
25Samuels JA went on to say (at 6):
"There are two matters of general relevance which the proceedings raise. It is essential that imputations should be clear and precise. This standard will often not be met merely by adopting the language of the matter published. It must be borne in mind that the purpose of an imputation is to specify the meaning which the language of the matter, which may be imprecise or rambling and prolix, is alleged to convey. I add also that the elucidation of the meaning of an imputation should not be left to an application for particulars. Hence an imputation may need to be couched in terms significantly different from those which the matter employs." (emphasis added)
26In Harvey , Hunt AJA, commenting upon the issue, added these words at [121]:
"121 In Petritsis [ Petritsis v Hellenic Herald Pty Ltd [1978] 2 NSWLR 174], Samuels JA said (at 191) that imputations will invariably be a distillation rather than a restatement of the words which were published. That this must be so is a necessary consequence of the facts that (a) words are but instruments by which people express and convey their meaning ( Lewis v Daily Telegraph Ltd , at 266), but that (b) outside of legal documents, it is recognised that the words used by people are imprecise instruments for that purpose: Slim v Daily Telegraph Ltd at 171. Very rarely is the act or condition attributed to the plaintiff expressly stated in the matter complained of, rather is it more usually implied or to be inferred: Jones v Skelton [1963] SR 644 at 650. The charge is often to be read only between the lines ( Lewis at 258), or by insinuation (Ibid at 280), or it may be so near the surface that it is hardly hidden at all, or it may be more difficult to detect: Ibid at 278. But what is clear, beyond the possibility of any contradiction, is that in very few cases will the words of the matter complained of plainly identify the act or condition attributed to the plaintiff of which he complains ." (emphasis added)
27The plaintiff answered these arguments by drawing attention to the words used in the matter complained of. The second defendant described the plaintiff as a "narcissistic bully". Hunt J in Monte and (as Hunt AJA) in Harvey , does not say that it is never permissible to use the words of the matter complained of in the imputation. Rather, he says that it will "very rarely" be sufficient merely to repeat those words ( Monte at 678 and Harvey at para 121). Here, the relevant authority, according to the plaintiff, is not Monte or Harvey but Drummoyne Municipal Council v Australian Broadcasting Corporation (1990) 21 NSWLR 135 where Gleeson CJ said this (at 137):
"The requirement that a plaintiff must "specify" the act or condition which he claims was attributed to him, that is to say, the statement which he says was made about him, which follows from the scheme of the Defamation Act , the provisions of the Supreme Court Rules , and the ordinary rules of pleading, is one which, in its practical application, raises questions of degree. Almost any attribution of an act or condition to a person is capable of both further refinement and further generalisation. In any given case a judgment needs to be made as to the degree of particularity or generality which is appropriate to the occasion, and as to what constitutes the necessary specificity. If a problem arises, the solution will usually be found in considerations of practical justice rather than philology."
28The practical application of the principles may depend upon the circumstances and the manner of publication. The Chief Justice added (at 137):
"The requirement upon a plaintiff cannot go beyond doing the best that can reasonably be done in the circumstances. If a defendant has posted in a public place a sign that simply says "X is disgusting", the degree of specificity with which it is appropriate to require X to formulate the defamatory imputation will need to be related to the nature and content of the defamatory matter."
29Gleeson CJ then gave an illustration drawn from John Fairfax & Sons Ltd v Foord (1998) 12 NSWLR 706. The imputation in that case arose from a newspaper billboard in these terms:
"Govt's war on corrupt judges"
30The plaintiff pleaded the imputation that the plaintiff was a corrupt judge. The court determined it to be a proper imputation to leave to the jury. Clarke JA (Hope JA agreeing) said this (at 726):
"If the complaint is that the imputation as pleaded lacks clarity because the word 'corrupt' is ambiguous then that deficiency flows naturally from the material published. It was the defendant who used the word 'corrupt' and, provided that the respondent in an unqualified manner can satisfy the test on identification and there is no issue about that in these proceedings, then there can be no argument but that the poster is describing the respondent as a corrupt judge."
31Here, the speaker in the matter complained of used the expression "narcissistic bully" without qualification or elaboration. There may, the plaintiff acknowledged, be a degree of imprecision in that phrase, just as there was in the word "corrupt" in Foord . Nonetheless, that was the expression which the second defendant chose. It was submitted that the plaintiff was entitled to incorporate these words into the imputation provided they did not fall foul of the test formulated by Hunt J in Whelan v John Fairfax & Sons Ltd (1988) 12 NSWLR 148, namely (at 155):
"... The issue which has to be decided in the particular case is whether there is likely to be confusion either at the pleading stage or at the trial in relation to the meaning for which the plaintiff contends."
32The plaintiff maintained that imputation 12.9 satisfied that test. The concepts were not unrelated. The combination of these two words gave rise to a comprehensible sting. In written submission the plaintiff said this:
"It is idle to suggest that there is any ambiguity about an accusation that someone is a selfish bully, a conceited bully, a violent bully or a narcissistic bully. The latter, highly pejorative, charge is perfectly comprehensible."
33Dealing with these submissions I am persuaded that the imputation is not bad in form. I agree that in the context of the first matter complained of, the proper analogy is with the imputation in John Fairfax & Sons Ltd v Foord rather than the imputations in Drummoyne Municipal Council v Australian Broadcasting Corporation (which are set out at 139). Further I agree that the expression "narcissistic bully" is comprehensible and the sting arguably arises from the combination of the two words, which would be lost were they separated. Let me elaborate.
34The text of the first matter complained of is brief. As the plaintiff pointed out, there was no elaboration or qualification provided by the speaker. He simply described the plaintiff as a "narcissistic bully", just as there was no elaboration in the billboard, the subject of John Fairfax & Sons Ltd v Foord . In contrast, in Drummoyne Municipal Council, the ambiguity and potential for confusion arose from the elaboration upon the allegation of corruption in the ABC programme. Gleeson CJ described the broadcast in these terms (at page 140):
"... notwithstanding the general reference to the ICAC at the commencement of the first broadcast, the case does not seem to me to be analogous to the matter about "corrupt judges" on the billboard relevant to the general imputation sustained in John Fairfax & Sons Ltd v Foord . It is fairly arguable that the matter attributes corruption or corrupt conduct in one or more forms to the Council , but the issue as to whether the matter is capable of conveying the imputations alleged has not yet been argued, and I do not intend to express any concluded view on that point. The difficulty arises from the fact that an examination of the detail of the broadcasts discloses that there are various significantly different forms of corruption that could possibly be taken from them . Without intending to be exhaustive, they include abuse of power to victimise and harass a ratepayer, giving unjustifiable preferential treatment to another ratepayer in consideration for a large financial contribution to the Council, and improperly expending public funds for the private benefit of the Mayor." (emphasis added)
35Even though the introduction to the program made general references to corruption, the later elaboration provided a potential for uncertainty unless the imputations identified the corrupt actions which the plaintiff suggested the ordinary reasonable reader would detect from the words published. Gleeson CJ said this (at 140):
"Nevertheless it is possible to discern certain particular forms of misconduct that might be said to be attributed to the Council by the matter published, and it is possible to be more specific than the pleader has been as to the forms of corruption said to have been imputed to the Council. It is also appropriate to require the pleader to be more specific because, unless that is done, there is likely to be confusion in relation to the meaning for which the appellant contends. It is to the end of avoidance of confusion and uncertainty that the requirement of specificity is directed, and the practical content of the requirement in the present case is to be determined in that light."
36I accept that the expression "narcissistic bully" does make a comprehensible charge. Bullying involves the concept of pushing people around in the exercise of power. A person is narcissistic if he or she is excessively self regarding or self righteous. So the sting, arising from the combination of these two words, involves the smug and self righteous exercise of power, exhibiting a certainty on the part of the plaintiff that he is right, as he pushes people around. The sting is lost or at least attenuated by separating the two words and requiring the plaintiff to plead two separate imputations. Imputation 12.9 should go to the jury.