RUTH MORRISON,
et al., Appellants-Plaintiffs, vs. DORIS ANN SADLER, et al.,
Appellees-Defendants.
SUPRME COURT OF THE
UNITED STATES
PRIOR HISTORY: Appeal from Indiana Court of Appeals, Second District
Docket Number No. 49A02-0305-CV-447 Date
Filed: January 20th, 2005 DISPOSITION: Affirmed.
COUNSEORLS: For the
Appellant(s): Austin M. Rainwater, Walla
Walla, WA.
For the
Respondent(s): Adam R. Maldonado, Washington,
DC.
JUDGES: Authored by
Kevin McNellis and Nicole Brener-Schmitz, with Jim Hanson joining.
FACTS OF THE CASE
The
counsel for the appellants represents three different homosexual couples, Ruth
Morrison and Theresa Stevens, David Wene and David Squire, and Charlotte Egler,
who wish to challenge the ruling of the Indiana Supreme Court, which they feel
failed to correctly apply sufficient scrutiny in its ruling affirming the
Indiana Defense of Marriage as well as Indiana
statute 31-11-1-1. These laws in
conjunction stipulate that any valid marriage will be limited to the unions of
a single man and women. All three of the
couples, however, have been granted a civil union in the state of Vermont in hopes of gaining some of the benefits granted
to married heterosexual couples within the state of Indiana, where they currently reside. This Court has decided to hear this appeal to
determine the Constitutionality of the Indiana
statute in question.
INDIANA’S USE OF STRICT SCRUTINY
Justice McNellis with
whom Justices Brener-Schmitz and Hanson join
After
a careful analysis of the competing arguments presented by both the Appellants
and Respondents, the Court vacates the ruling of the lower Indiana Supreme
Court on the grounds that its ruling violates the Equal Protection of the
Fourteenth Amendment. Additionally, the
ruling does not apply the proper degree scrutiny in its analysis of the
appellants’ arguments. We are fully
aware of the potential implications of our ruling, but we feel that the law in
question so flagrantly violates the United States Constitution that it must be
overturned. As such, we categorically
reject the respondents’ assertion that “the Indiana Supreme Court showed no
error in evaluating Indiana Code Section 31-11-1-1 (a) in their application of
the rational basis test as well as their enumeration of the legitimate,
compelling state and legislative interests underscoring the statute’s
constitutionality” (Respondant’s Brief, p.3).
Since the Indiana Supreme Court has failed to do so, it has now become
our responsibility to examine this law with a correct lens of judicial scrutiny
and proper constitutional understanding.
We
agree with the respondents’ claim that the Indiana Court failed to correctly
apply the rational basis test given the exclusion of certain sexual orientation
classifications, which demand the highest standards of strict scrutiny. In Frontiero v. Richardson, 411 U.S.
677 (1973), this Court wrote that “we can only conclude that classifications
based upon sex, like classifications based upon race, alienage, or national
origin, are inherently suspect, and must therefore be subjected to strict
judicial scrutiny.” Therefore, in order
to uphold the Indiana statue in question, this Court must find that this law
both protects a compelling state interest and does so in a way that is the most
narrowly tailored to achieve its explicit end.
We
shall address the validity of the compelling state interest first. In the crux of its decision, the Indiana
Court stated: “the key question in our view is whether the recognition of
same-sex marriage would promote all of the same state interests that
opposite-sex marriage does, including the interest of marital procreation. If it would not, then limiting the
institution of marriage to opposite-sex couples is rational and
acceptable.” The counsel for the state
of Indiana
claims it is protecting the compelling state interest of ensuring that children
are raised in a home with two parents, one male and one female, who are both
committed to each other in matrimony.
Additionally, counsel for the Respondents also argued that the benefits
of marriage combine to create a powerful incentive for males and females to
marry and then procreate. We, however,
cannot agree with such an argument for several reasons. The biological urge to have children is as
old as humanity itself and will continue unabated with or without the exclusive
sanction of the state. The Indiana
lawmakers responsible for this law’s creation are mistaken in their linking of
the biological process of procreation and the cultural institution of marriage,
which the history of American jurisprudence has kept separate. In Skinner v. Oklahoma, 316 U.S. 535
(1942), the Supreme Court held that “marriage and procreation are fundamental”
to the lives of citizens, but this does not mean that the one is necessarily
requisite for the other. Couples,
whether married or unmarried are free to choose whether or not they want to
give birth to and raise children. In
fact, the Supreme Court has steadfastly rejected any legal attempt to enforce
procreation between married couples. In Griswold
v. Connecticut, the state of Connecticut
attempted to ban the use of contraceptives, even for married couples, in hopes
of increasing marital fidelity throughout the state. The Court found the law unconstitutional
because it extended the powers of the state far beyond its permissible
reach. In the majority opinion, Justice
William O. Douglas wrote: “Would we
allow the police to search the sacred precincts of marital bedrooms for
telltale signs of the use of contraceptives?
The very idea is repulsive to the notions of privacy surrounding the
marriage relationship” Griswold v. Connecticut, 381 U.S. 479
(1965). From a strictly legal
perspective, the bonds of marriage do not carry with them any burden for
husband or wife to procreate. The right
to create children exists independent of the right to marry. This Court cannot accept this idyllic
and naïve conception of marriage as an incentive as a state interest that
satisfies the test of strict scrutiny.
Whereas the religious organizations are free to burden the martial
relationship with the obligation to create children, the state cannot.
Now we will address the second part
of the strict scrutiny test, which the Indiana
statute similarly fails to meet due to its sweeping exclusion of martial
rights. To say that this statute is
narrowly tailored would be misleading at best.
On the face of it, the primary effect of this law is the explicit
exclusion of homosexual couples from the possibility of marriage, which
differs wildly from the government’s stated goal of encouraging heterosexual
family structures. Since this exclusion
is occurring with out any supporting governmental purpose, except maybe the
appeasement of various voting constituencies, the law must be reappraised so
that it can meet the strict scrutiny criteria.
The Indiana
legislature is free to encourage whatever type of family structure demanded by
its constituents, but it cannot do so by excluding a particular class of
citizens without a compelling interest.
Although we are not a policy organ of the government, we would look much
favorably upon incentives aimed at heterosexuals rather than walling off the
institution of marriage to specific groups within Indiana society. Currently,
the state of Indiana,
by limiting marriage to one man and one woman, is creating a far too broad
restriction to accomplish its stated goal of promoting traditional family
structures. Rather than excluding
homosexuals from marriage, the state could increase the incentives given to
heterosexual couples to conceive and rear children together. The state also fails to explain allowing
homosexuals to marry will diminish the existing incentives given to
heterosexuals. Until these two problems are sufficiently remedied, the current
form of the statute cannot stand.
Beyond failing the
test of strict scrutiny, the Indiana
statute violates the guarantees of the Equal Protection and Due Process Clauses
of the Fourteenth Amendment. These
homosexual couples are being denied their due process because they are being
excluded from the protections afforded to married heterosexual couples solely
on the basis of their sexual orientation without any alternative protections
such as similar to Vermont’s
civil union designation. The Indiana statute also
violates the Equal Protection Clause because of its discrimination of
homosexual couples simply because they do not share the accepted sexual
preferences of the majority of the state’s citizens. This is despite the fact that they
nevertheless enter into analogous relationships to those created by the
institution of heterosexual marriage. Therefore,
not only must the state of Indiana
further a compelling state interest within the bounds of strict scrutiny to
deny this right, but it must also do so within proper legal avenues laid out by
the Fourteenth Amendment. We have shown
how they have failed to provide sufficient credence to the governmental
interest, and we will now explain how the state of Indiana is also violating the fundamental
tenets of the Fourteenth Amendment.
On this issue
regarding the Fourteenth Amendment there is clear, unequivocal precedents that
countermand the Indiana Court’s decision.
In Meyer v. Nebraska, Justice McReynolds accurately described the
scope of the Amendment, declaring that:
Without doubt [the Fourteenth
Amendment] denotes not merely freedom from bodily restrain but also the right
of the individual to contract, to engage in any of the common occupations of
life, to acquire useful knowledge, to marry, establish a home and bring up
children, to worship God according to the dictates of his own conscience, and
generally to enjoy these privileges long recognized at common law as essential
to the orderly pursuit of happiness by free men Meyer v. Nebraska, 262
U.S. 390 (1923).
In short, the Equal Protection
Clause is the essential mechanism in protecting the right of personal liberty
and pursuit of happiness that together are the foundation for our entire
structure of government. All the
privileges enumerated by Justice McReynolds, save the ability to marry, have been
extended to include homosexuals, and we are not dissuaded from extending the
penumbra of rights of the Fourteenth Amendment to same-sex marriage. If this Court is to take seriously its
mission as being the final judicial arbiter of the Constitutions and the
freedoms it protects; we must conclude that it is time to extend that the
privilege of matrimonial liberty to equally to homosexuals as well as
heterosexual unions. If we fail to do
so, we will be denying homosexuals across the nation from achieving their
constitutionally protected right to seek happiness. Opponents to this extension often claim that
the type of exclusionary laws already meet the standards of the Equal
Protection Clause since they apply to both homosexuals as well as heterosexuals
equally. Justice Scalia dissenting in Lawrence
v. Texas, wrote that the anti-sodomy statue in question, “applie[d] equally
to all persons. Men and women,
heterosexuals and homosexuals, are all subject to its prohibition of deviate
sexual intercourse with someone of the same sex” Lawrence v. Texas, 123 S. Ct. 2472 (2003) (Scalia, J., dissenting). The corresponding majority opinion, however,
ruled that although Scalia maybe right, the law was nevertheless aimed
particularly at homosexuals. As a
result, “when a law exhibits such a desire to harm a politically unpopular
group, we have applied a more searching form of rational basis review to strike
down such laws under the Equal Protection Clause” (ibid. concurring). There exists a higher standard when a law
discriminates, and although it may discriminate equally that is not sufficient
justification under the federal Constitution.
Just as in the Lawrence decision,
the Supreme Court has invalidated equal protection defenses similar to those
raised by Justice Scalia specifically in regards to marital exclusion. The case Loving v. Virginia, which
dealt with the prohibition of interracial marriage, provides an excellent of
example of how the Indiana Supreme Court is making the mistake of failing to
adequately apply both the appropriate standards of review and proper
understanding of the Fourteenth Amendment in this case, which excludes persons
from marrying on the basis of sexual orientation rather than race. The Virginia
statute prohibited the marrying between persons of different races in order to
“preserve the racial integrity of its citizens and prevent the corruption of
blood” Loving v. Virginia, 388 U.S. 1
(1967) citing Naim v. Naim, 197 Va.
80, S.E. 2d 479. Just as in the Indiana case, the lower Virginia court in Loving only applied
the lowest form of the rational basis test, the lowest possible standard of
review. The defenders of the Virginia statute challenged in Loving also
used arguments remarkably similar to those advanced by Justice Scalia in
defending the Texas anti-sodomy law; they claimed that the “miscegenation
statutes punish equally both the white and Negro participants in an interracial
marriage, and despite their reliance on racial classifications, do not
constitute an invidious discrimination based upon race” Loving v. Virginia,
388 U.S. 1 (1967). The Indiana Court
would do right to follow the historical example of the Supreme Court, which in
1967, rejected the race-based exclusion defense stating that “the fact of equal
application does not immunize the statute from the very heavy burden of
justification” (Ibid). Specifically
related to homosexual exclusion, Justice O’Connor wrote that “when a law
exhibits such a desire to harm a politically unpopular group, we have applied a
more searching form of rational basis review to strike down such laws under the
Equal Protection Clause” Lawrence v. Texas, 539 U.S. 558 (2003). If this “more searching form of rational
basis review” that was applied in terms of racial exclusion in Loving is
applied in this case considering how certain citizens are being excluded from
marriage as a targeted class of homosexuals, logic dictates that we vacate the
ruling of the Indiana Supreme Court.
MARRIAGE IS A FUNDAMENTAL RIGHT
Justice Brener-Schmitz with whom Justices McNellis and Hanson
join
In rejecting the Indiana statute before
us, this Court finds that marriage is a fundamental right and may not be denied
on the basis of sexual orientation. This
Court has found the “the right to marry is of fundamental importance for all
individuals” (Zablocki v. Redhail, 434 U.S.S.
374) and that marriage is one of the “basic civil rights of man” (Skinner v. Oklahoma, 316 U.S. 535). The fact that marriage traditionally has not
included same sex couples follows a similar line of logic that we rejected in Loving
v Virginia 388 U.S. 1, in regards to an anti-miscegenation statute. The kind of logic that gave birth to the
current Indiana statute and the Virginia statue a
generation ago dictates that if any group is discriminated against, it could be
continually discriminated against simply because it had been in the past. As such, Respondent’s argument is wrong that
same-sex marriage cannot be declared a right because in order to be considered
fundamental it must be “deeply rooted in our nation’s history” (Respondent
Brief, p.4). The role of this Court is
not to maintain the social practices of 1787, but rather to ensure that the
rights that are created and protected by the Constitution and its subsequent
amendments are protected in contemporary society. If we affirm that marriage is a heterosexual
privilege and not universal fundamental right, we would be effectively saying
that any group that has been historically discriminated against should
continued to be excluded simply because they have been in the past. We refuse to endorse any such argument with
those implications. Rather, we affirm
the long American tradition of extending rights to those who have historically
been disenfranchised. The Fourteenth
Amendment itself was ratified to specifically protect the rights of tens of
thousands African-Americans freed from their centuries long enslavement. Just as Loving invalidated racial
classifications of exclusion based on previously acceptable forms of prejudice,
we now remove any exclusion of citizens from marriage on the basis of their
gender and sexual orientation in hopes of removing the overt as well as
implicit discrimination against homosexuals that has been and is a part of
American society. It is our hope that in
remanding the Indiana Defense of Marriage Act that we will be able to more
fully accomplish the ultimate goal of the Fourteenth Amendment.
The amendment
states “no State shall make or enforce any law which shall abridge the
privileges or immunities of citizens of the United States.” The equal
application of the law requires that no citizen be denied this and a ban of
same-sex marriage would violate the amendment.
The equal protection of liberty regardless of appearance, gender,
religion, belief, or sexual orientation is inherent in the Fourteenth Amendment
as it states, “nor shall any State deprive any person of life, liberty, or
property, without due process of law; nor deny to any person within its
jurisdiction the equal protection of the laws.” The Indiana statute is in clear violation of the
Fourteenth Amendment by repelling this rights to citizens who wish to engage in
the institution of marriage with someone of their own gender. This court would be causing people to “suffer
a serious intrusion into their freedom of choice in an area in which we have
held such freedom to be fundamental.” (Zablocki v. Redhail, 434 U.S.S.
374)
Denying marriage
is harmful on different levels. Clearly,
allowing this statute is harmful to our nation as it is unconstitutional. It is also harmful to our nation as it is mentally
harmful to the people it prohibits from engaging in the act of marriage. A study from the National Sexuality
Resource Center
has found that there is psychological and social harm from being denied the
right to marry. It causes mental
distress of being a second-class citizen or minority stress, which is “the
psychological effects of constant discrimination that bars individuals from the
legitimate means of achieving goals that are valued by the society in which
they live” (“Sexuality Research and Social Policy” Journal). The study found “marriage denial is shown to
heighten the risk of social isolation and depression” (“Sexuality Research and
Social Policy” Journal). It also
documented that “married individuals have better mental health, more emotional
support, less psychological distress, and lower rates of psychiatric disorder
than the unmarried.” (“Sexuality Research and Social Policy” Journal). Much of this is due to recognition of the
relationship and benefits that accompany marriage in our society such as
inheritance, insurance, and the power to make medical decisions on behalf of an
incapacitated spouse. To bring such psychological stress and trauma to
individuals by denying them a fundamental right of our nation is not allowing
them their “pursuit of happiness” (Declaration of Independence). This is to be
applicable as it is an unalienable right which is to be applied equally to all.
Banning same-sex
marriage engages in legal decision making that would undermine our very legal
system. If one is to take marriage away from a certain group, in an instance in
which there is clearly no harm done from the marriage occurring, then what is
to stop us from continuing down this road?
What rationale would prevent the Court from revoking interracial or
intergenerational marriage? To argue
that same–sex marriage does not provide a family environment or be what
marriage is all about, can lead to turning down other types of marriage, since
they are not whom this court believes should be able to marry. If an older woman, who is unable to have
children, marries a young man, who is, should they not be permitted to marry
because they will not have the potential to procreate? The court needs to understand that same-sex
marriage is not a moral issue, but a civil rights issue involving equal
treatment and nondiscrimination.
SUMMARY
We
realize that this decision will cause a large controversy throughout the
nation, but we cannot let the ruling of the lower Court stand for the reasons
mentioned above. The process of
extending the rights personal freedom in a liberal political order, however,
has never been accomplished easily or without contention and strife. The abolishment of slavery cost tens of
thousands of lives and immeasurable suffering, as well as nearly dissolving our
republic in the process. Extending civil
liberties to those African-Americans freed after the Civil War was only
accomplished through decades of struggle and continuing oppression; culminating
with the mass protests of the 1960s.
Similar struggles were undertaken by women, who were not enfranchised
until the 1920s; Native Americans, who are still struggling after two centuries
of state sanctioned discrimination to obtain their bona fide treaty rights, and
currently homosexuals across America,
after living for generations in fear and prejudice, are standing up and
demanding similar recognition. In nearly
everyone of these struggles, it has been the opinions of the judiciary that
have proved to been the decisive factor in ensuring that the legislative and
executive bodies of both the state and federal government follow the principles
of personal liberty that gave birth to our nation, despite the countervailing
popular impulses. Without Brown v.
Topeka Board of Education, the civil rights struggle may not have been
successful, and in California v. Arizona, the Supreme Court helped
strengthen the rights of Indian tribes to a historical high in the 20th
century. We feel that this case presents
this Court with a similar opportunity.
Our critics will no doubt scream of our “judicial activism.” Such a phrase, however, is a misnomer because
we are not laying out any specific course of action, but are instead exercising
our right to judicial review to remand illegitimate laws and hold the
government accountable to its found principles.
The fact remains that despite our formal declarations of equality, the
Fourteenth Amendment still does not measure up to its potential. No longer will homosexuals be treated as
second-class citizens under the eyes of the law. Today this Court must now guarantee that
justice will make no longer make a distinction based sexual orientation in the
hopes that one-day that all American citizens will enjoy a condition of
substantive equality of privileges and rights under our Constitution.
It is so ordered.