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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page2 of 21
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
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1 TABLE OF CONTENTS
3 INTRODUCTION ............................................................................................................................... 1
5 FACTUAL HISTORY......................................................................................................................... 2
6 ARGUMENT ....................................................................................................................................... 6
15 CONCLUSION.................................................................................................................................. 16
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page4 of 21
1 TABLE OF AUTHORITIES
2 FEDERAL CASES
3 Bates v. Jones,
904 F. Supp. 1080 (N.D. Cal. 1995) ............................................................................... passim
4
B. Fernandez & Hnos., Inc. v. Kellogg USA, Inc.,
5 440 F.3d 541 (1st Cir. 2006) .................................................................................................. 13
6 Blake v. Pallan,
554 F.2d 947 (9th Cir. 1977) ................................................................................................. 12
7
Glancy v. Taubman Ctrs., Inc.,
8 373 F.3d 656 (6th Cir. 2004) ................................................................................................. 13
9 Idaho v. Freeman,
625 F.2d 886 (9th Cir. 1980) ................................................................................................... 8
10
League of United Latin Am. Citizens v. Wilson,
11 131 F.3d 1297 (9th Cir. 1997) ............................................................................................... 14
24 STATE CASES
25 In re Marriage Cases,
43 Cal.4th 757, 76 Cal.Rptr.3d 683 (Cal. 2008) .................................................................... 12
26
Hernandez v. Robles,
27 7 N.Y.3d 338, 855 N.E.2d 1 (N.Y. 2006) .............................................................................. 13
28 ii
PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page5 of 21
19 OTHER AUTHORITIES
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page6 of 21
2 PLEASE TAKE NOTICE that on July 2, 2009, at 10:00 a.m., or as soon thereafter as the
3 matter may be heard, before the Honorable Vaughn R. Walker, United States District Court,
4 Northern District of California, 450 Golden Gate Avenue, San Francisco, California, Proposed
5 Intervenors Dennis Hollingsworth, Gail J. Knight, Martin F. Gutierrez, Hak-Shing William Tam,
7 (collectively referred to as “Proposed Intervenors”) will move this Court for an order allowing them
9 Proposed Intervenors respectfully request an order allowing them to intervene in this case to
10 guard their significant protectable interest in the subject matter of this lawsuit.
11 INTRODUCTION
12 The Ninth Circuit has repeatedly permitted sponsors and supporters of ballot initiatives and
14 Intervenors are the official proponents and campaign committee for Proposition 8, the California
15 constitutional provisions challenged in this lawsuit. This Court should thus allow them to intervene
16 in this case.
17 PROCEDURAL HISTORY
18 On May 22, 2009, Plaintiffs filed this suit, asserting claims against various California state
19 and local officials. Plaintiffs allege that California’s recently enacted Proposition 8, which is now
20 embodied in Article I, Section 7.5 of the State Constitution, violates the Due Process and Equal
21 Protection Clauses of the Fourteenth Amendment to the United States Constitution. They seek
22 declaratory and injunctive relief against the enforcement of Article I, Section 7.5 of the State
23 Constitution.
24 A few days after the initial filing of this lawsuit, on May 27, 2009, Plaintiffs filed a motion
25 for preliminary injunction, asking this Court to enjoin California state officials from enforcing
26 Article I, Section 7.5 of the State Constitution. Plaintiffs set their preliminary-injunction hearing
28 1
PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page7 of 21
1 Now Proposed Intervenors respectfully request that this Court allow them to intervene.
2 They have expeditiously filed this intervention motion so as not to cause any unnecessary delay in
3 these proceedings. And, to aid this Court in economically addressing the preliminary issues raised
4 in this case, Proposed Intervenors have proposed to schedule their intervention hearing for the same
6 FACTUAL HISTORY
7 Article II, Section 8 of the California Constitution gives “electors” the right “to propose
8 statutes and amendments to the [State] Constitution” through the initiative process. See Cal. Const.
9 art. II, § 8. Five California “electors”—Dennis Hollingsworth, Gail J. Knight, Martin F. Gutierrez,
11 exercised this state constitutional right by taking the necessary legal steps to become the “Official
12 Proponents” of Proposition 8.
13 In the fall of 2007, Proponents started the process of satisfying all legal requirements for
14 placing Proposition 8 on the November 2008 ballot. Proponents began by supervising the drafting
16 (attached as Exhibit A); Declaration of Gail J. Knight at ¶ 6 (attached as Exhibit B); Declaration of
18 (attached as Exhibit D); Declaration of Mark A. Jansson at ¶ 6 (attached as Exhibit E). Proponents
19 then submitted the requisite legal forms prompting the California Attorney General to prepare
20 Proposition 8’s “Title and Summary” for the signature petitions. Id. By approving the language
21 and submitting the forms, Proponents became the “Official Proponents” of Proposition 8 within the
22 meaning of California law. See Cal. Elec. Code § 342. As such, Proponents assumed various legal
23 duties and acquired numerous legal rights: among other things, they were responsible for paying
24 the initiative filing fee; they could compel the California Attorney General to draft a Title and
25 Summary for the initiative; and they were the only persons authorized to submit amendments to the
28 2
PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page8 of 21
1 “circulating” Title and Summary for Proposition 8. Ex. A at ¶ 10; Ex. B at ¶ 10; Ex. C at ¶ 10; Ex.
2 D at ¶ 10; Ex. E at ¶ 10. But before they could collect signatures, Proponents needed to comply
3 with additional legal requirements. For instance, they needed to prepare petition forms that
4 complied with the California Elections Code. See Cal. Elec. Code §§ 9001, 9008, 9012, 9014.
5 Proponents were also required to retain an executed certification from each supervising signature-
6 gatherer, certifying that he or she would not allow the Proposition 8 signatures to be used for any
7 purpose other than qualifying the measure for the ballot. See Cal. Elec. Code § 9609. And
8 Proponents had a legal duty to instruct all signature-collectors about the petition-circulation and
9 signature-gathering requirements under state law. See Cal. Elec. Code § 9607. No person or entity
10 other than Proponents could submit petitions to the State for signature verification; the State would
11 have summarily rejected petitions submitted by others. See Cal. Elec. Code § 9032.
13 Proponents. They were responsible for obtaining at least 694,354 valid petition signatures between
14 November 29, 2007, and April 28, 2008. Ex. A at ¶ 16; Ex. B at ¶ 16; Ex. C at ¶ 16; Ex. D at ¶ 16;
15 Ex. E at ¶ 16. In other words, Proponents needed to supervise the collection of, on average, at least
17 Even after a sufficient number of signatures had been collected, Proponents retained the
18 exclusive statutory right to decide whether to file the initiative petitions for signature verification.
19 See Cal. Elec. Code § 9032 (“The right to file the petition shall be reserved to its proponents, and
20 any section thereof presented for filing by any person or persons other than the proponents . . . shall
21 be disregarded by the elections official”). No person other than Proponents possessed this unique
22 legal right.
25 formed ballot measure committee” under the California Political Reform Act. Ex. A at ¶ 13; Ex. B
26 at ¶ 13; Ex. C at ¶ 13; Ex. D at ¶ 13; Ex. E at ¶ 13. The Committee exists with one purpose: to
27 support Proposition 8. See Declaration of David Bauer at ¶ 4 (attached as Exhibit F). Proponents
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page9 of 21
1 endorsed the Committee as the official Proposition 8 campaign committee, and designated it to
2 receive all contributions and disburse all expenditures for the Proposition 8 campaign. Id. at ¶ 6.
3 Since its formation, the Committee has received financial contributions from over 83,000
4 individuals, the vast majority of which are registered California voters. Id. at ¶ 8. From these
5 financial supporters, the Committee has amassed more than $39 million in total contributions. Id. at
6 ¶ 9. Aside from the statutory powers and duties reserved exclusively to Proponents, the Committee
7 was directly responsible for all aspects of the campaign to qualify Proposition 8 for the ballot and
8 enact it into law. Id. at ¶¶ 6, 10. During the campaign, the Committee spent over $37 million to
9 qualify Proposition 8 for the ballot and operate a statewide campaign to persuade a majority of
10 California voters to approve it. Id. at ¶ 11. The Committee’s substantial investments of time and
11 money, in addition to its unique status as a “primarily formed ballot measure committee” under
12 state law, distinguish its interest in Proposition 8 from that of other supporters in the general public.
13 Id. at ¶ 15.
14 On April 24, 2008, Proponents authorized the Committee to submit the petitions, containing
15 the signatures of over 1.2 million Californians, for signature verification by county-elections
16 officials. Ex. A at ¶ 19; Ex. B at ¶ 19; Ex. C at ¶ 19; Ex. D at ¶ 19; Ex. E at ¶ 19. California law
17 provides that county-elections officials and the Secretary of State must provide certain notices to
18 Proponents during the signature-verification process. See Cal. Elec. Code §§ 9030, 9031, 9033. On
19 June 2, 2008, the California Secretary of State notified Proponents that the county-elections
20 officials had verified the requisite number of voter signatures and that, consequently, Proposition 8
21 qualified for inclusion on the November 2008 ballot. Ex. A at ¶ 21; Ex. B at ¶ 21; Ex. C at ¶ 21;
23 After Proposition 8 was approved for the ballot, Proponents had the statutory authority to
24 designate the arguments in favor of Proposition 8 to appear in the statewide voter-guide. Ex. A at ¶
25 22; Ex. B at ¶ 22; Ex. C at ¶ 22; Ex. D at ¶ 22; Ex. E at ¶ 22. The voter-guide contains only one
26 argument in favor of each ballot initiative. See Cal. Elec. Code § 9067. If multiple arguments are
27 submitted, the Secretary of State publishes only the argument designated by Proponents and omits
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1 those submitted by other persons or entities. See Cal. Elec. Code § 9067(b). Thus, California law
3 In addition to satisfying their many legal duties, Proponents dedicated substantial time,
4 effort, reputation, and personal resources in campaigning for Proposition 8. Ex. A at ¶ 27; Ex. B at
5 ¶ 27; Ex. D at ¶ 27; Ex. E at ¶ 27. Mr. Hollingsworth, for example, authored campaign literature
6 and helped to raise more than $2 million for the campaign. Ex. A at ¶ 27. Mr. Tam spent most of
7 his working hours during 2008 advocating for Proposition 8; among other things, he coordinated
8 Proposition 8 rallies and organized volunteers from the Asian-American community. Ex. D at ¶ 27.
9 Mrs. Knight donated personal funds to the campaign and gave a presentation at a large Proposition
10 8 rally. Ex. B at ¶ 27. And Mr. Jansson spent hundreds of hours working in support of Proposition
12 community organizations, and serving on the Committee. Ex. E at ¶ 27. Proponents’ tireless
13 support of Proposition 8, and unique status as official proponents, separates their interest in
14 Proposition 8 from that of other supporters in the general public. Ex. A at ¶ 5; Ex. B at ¶ 5; Ex. C at
15 ¶ 5; Ex. D at ¶ 5; Ex. E at ¶ 5.
16 In late June 2008, Proponents were sued as Real Parties in Interest in a pre-election legal
17 challenge to Proposition 8 filed in the California Supreme Court. See Petition for Extraordinary
18 Relief, Bennett v. Bowen, No. S164520 (attached as Exhibit G). The petitioners in that case alleged
19 that Proposition 8 was a constitutional “revision” (rather than an “amendment”), and thus could not
20 be enacted through the initiative process. Id. at p. 12. The petitioners also asserted that the Title
21 and Summary on the circulated petitions were false and misleading. Id. at p. 34. Proponents
22 defended against those allegations, and the California Supreme Court summarily denied that legal
23 challenge. See Bennett v. Bowen, No. S164520 (Cal. July 16, 2008) (attached as Exhibit H).
25 amendment to the State Constitution. Thus, on November 5, 2008, Proposition 8 became Article I,
26 Section 7.5 of the California Constitution, which states: “Only marriage between a man and a
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page11 of 21
1 On that same day, November 5, 2008, three post-election lawsuits were filed in the
2 California Supreme Court, arguing that Proposition 8 was enacted in violation of the State
3 Constitution. See Amended Petition for Extraordinary Relief, Strauss v. Horton, No. S168047
4 (attached as Exhibit I). Although not initially named as parties, Proponents and the Committee
5 successfully intervened in that suit and defended Proposition 8. See Strauss v. Horton, No.
6 S168047 (Cal. Nov. 19, 2008) (attached as Exhibit J). In that litigation, the California Attorney
8 fundamental rights . . . without a compelling interest.” See Answer Brief in Response to Petition
9 for Extraordinary Relief, Strauss v. Horton, No. S168047, at p. 75 (attached as Exhibit K). On May
10 26, 2009, the California Supreme Court denied those legal challenges and upheld Proposition 8.
11 See Strauss v. Horton, Nos. S168047, S168066, S168078, 2009 WL 1444594 (Cal. May 26, 2009).
13 challenge to Proposition 8 currently pending before the United States District Court for the Central
14 District of California. See Smelt v. United States, Case No. SACV-09-286 DOC (MLGx) (C.D.
15 Cal. May 6, 2009) (attached as Exhibit L); see also Ex. A at ¶ 30; Ex. B at ¶ 30; Ex. C at ¶ 29; Ex.
16 D at ¶ 30; Ex. E at ¶ 30; Ex. F. at ¶ 19. That case, like this one, challenges the legality of
17 Proposition 8 under the United States Constitution. Proponents and the Committee through their
18 legal counsel are currently defending against that federal constitutional challenge to Proposition 8.
19 Proponents believe that no other party in this case will adequately represent their interests as
20 official proponents with state constitutional and statutory rights to propose Proposition 8. Ex. A at
21 ¶ 29; Ex. B at ¶ 29; Ex. C at ¶ 28; Ex. D at ¶ 29; Ex. E at ¶ 29. The Committee likewise believes
22 that no other party will adequately represent its interests as the official Proposition 8 campaign
24 ARGUMENT
26 Four requirements must be satisfied to intervene as a matter of right under Fed. R. Civ. P.
27 24(a)(2): (1) the intervention motion must be timely filed; (2) the applicant must have a
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
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1 “significantly protectable” interest relating to the subject of the action; (3) the disposition of the
2 action might, as a practical matter, impair the applicant’s ability to protect its interest; and (4) the
3 applicant’s interest might be inadequately represented by the existing parties. Sw. Ctr. for
4 Biological Diversity v. Berg, 268 F.3d 810, 817-18 (9th Cir. 2001) (citing Nw. Forest Res. Council
5 v. Glickman, 82 F.3d 825, 836 (9th Cir. 1996)). Each of these requirements must be evaluated
7
A liberal policy in favor of intervention serves both efficient resolution of issues and
8 broadened access to the courts. By allowing parties with a practical interest in the
outcome of a particular case to intervene, [the court] often prevent[s] or simplif[ies]
9 future litigation involving related issues; at the same time, [the court] allow[s] an
additional interested party to express its views . . . .
10
11 United States v. City of Los Angeles, 288 F.3d 391, 398 (9th Cir. 2002) (citing Forest Conservation
12 Council v U.S. Forest, 66 F.3d 1489, 496 n.8 (9th Cir. 1995)); see also Berg, 268 F.3d at 818;
13 Washington State Bldg. & Constr. Trades Council v. Spellman, 684 F.2d 627, 630 (9th Cir. 1982).
14 Proposed Intervenors satisfy all four intervention requirements, each of which will be addressed in
15 turn.
16 A. Proposed Intervenors Have Timely Filed This Motion.
17 Three criteria determine whether a motion to intervene satisfies the timeliness requirement:
18 (1) the stage of the proceedings; (2) the reason for delay, if any, in moving to intervene; and (3)
19 prejudice to the parties. Glickman, 82 F.3d at 836-837. Proposed Intervenors filed their motion at
20 the very earliest stages of this proceeding (less than a week after these proceedings began); they
21 have not delayed in moving to intervene; and the parties will not be prejudiced in any way.
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B. Proposed Intervenors Have A Significantly Protectable Interest In The Subject
23 Matter Of This Lawsuit.
24 The Ninth Circuit has adopted “a virtual per se rule that the sponsors of a ballot initiative
25 have a sufficient interest in the subject matter of the litigation to intervene pursuant to Fed. R. Civ.
26 P. 24(a).” Yniguez v. State of Arizona, 939 F.2d 727, 735 (9th Cir. 1991); see also Prete v.
27 Bradbury, 438 F.3d 949, 954 (9th Cir. 2006) (ruling that a public-interest group and chief petitioner
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
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1 who supported “an initiative [had] a ‘significant protectable interest’ in defending the legality of the
2 measure”); Spellman, 684 F.2d at 630 (holding that “the public interest group that sponsored the
3 [challenged] initiative[] was entitled to intervention as a matter of right under Rule 24(a)”). “The
4 individualized interest of official proponents of ballot initiatives in defending the validity of the
5 enactment they sponsored is sufficient to support intervention as of right.” Bates v. Jones, 904 F.
8 initiative sponsors, and constitutional-amendment supporters. In Yniguez, the Ninth Circuit held
9 that an organization and spokesman who campaigned for a ballot initiative had “sufficient
10 interest[s] in the subject matter of the litigation to intervene” in a suit challenging that initiative.
11 Yniguez, 939 F.2d at 735. In Prete, the court ruled that the chief initiative petitioner and a public-
12 interest group that supported the initiative had “a ‘significant protectable interest’ in defending the
13 legality of the measure.” Prete, 438 F.3d at 954. Similarly, in Spellman, the court found that “the
14 public interest group that sponsored the [challenged] initiative[] was entitled to intervention as a
15 matter of right under Rule 24(a).” Spellman, 684 F.2d at 630. And, in Idaho v. Freeman, 625 F.2d
16 886, 887 (9th Cir. 1980), the Ninth Circuit concluded that an organization had the right to intervene
17 in a suit challenging the ratification procedures for a constitutional amendment supported by that
18 organization. Likewise, in Sagebrush Rebellion, Inc. v. Watt, 713 F.2d 525, 528 (9th Cir. 1983), a
19 case challenging the federal government’s creation of a wildlife conservation area, the court held
20 that “there [could] be no serious dispute . . . concerning . . . the existence of a protectable interest”
21 on the part of an organization that supported the conservation area’s creation. This Court has
22 dutifully followed this guidance: in Bates, for example, this Court permitted intervention by the
23 “official proponents” of a state constitutional amendment setting term limits for state legislators.
25 Here, Proposed Intervenors are the official proponents and campaign committee of
26 Proposition 8, and as such, they hold unique legal statuses regarding that initiative. By creating,
27 proposing, and campaigning for Proposition 8, Proponents have exclusively exercised many state
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1 statutory and constitutional rights: (1) the constitutional right to propose Proposition 8 by initiative,
2 see Cal. Const. art. II, § 8; (2) the statutory right to submit completed signature petitions, thereby
3 authorizing the State to place Proposition 8 on the ballot, see Cal. Elec. Code § 9032; and (3) the
4 statutory right to designate arguments in support of Proposition 8 for the official voter-guide, see
5 Cal. Elec. Code § 9067. Cf. Yniguez, 939 F.2d at 733 (“[State] law recognizes the ballot initiative
6 sponsor’s heightened interest in the measure by giving the sponsor official rights and duties distinct
7 from those of the voters at large”). Similarly, the Committee holds a distinctive legal position: it is
8 the only “primarily formed ballot measure committee” under California law endorsed by
12 complied with a myriad of legal requirements to procure Proposition 8’s enactment, such as (1)
13 filing forms prompting the State to prepare Proposition 8’s Title and Summary, (2) paying the
14 initiative filing fee, (3) drafting legally compliant signature petitions, (4) overseeing the collection
15 of more than 1.2 million signatures, (5) instructing signature-collectors on state-law guidelines, and
17 time, effort, and resources through fundraising, campaigning, monetary donations, organizing
18 volunteers, and assisting the Committee. Likewise, the Committee—which was responsible for all
19 aspects of the campaign (aside from those legal duties assigned exclusively to Proponents)—
20 labored incessantly, collecting and disbursing approximately $39 million, all with the goal of
21 achieving Proposition 8’s enactment. Proposed Intervenors have also battled for Proposition 8 in
22 the courtroom: Proponents successfully defended against a pre-election legal challenge; and
23 Proponents as well as the Committee intervened and successfully defended against a post-election
24 challenge filed in the California Supreme Court. See Strauss v. Horton, Nos. S168047, S168066,
25 S168078, 2009 WL 1444594 (Cal. May 26, 2009). Currently, Proposed Intervenors continue their
26 legal defense of Proposition 8. They have recently intervened and are litigating in a federal-court
27 suit, which, like this case, challenges the legality of Proposition 8 under the United States
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1 Constitution. See Smelt v. United States, Case No. SACV-09-286 DOC (MLGx) (C.D. Cal.). It is
2 thus clear that Proposed Intervenors—unlike any other person or organization—have invested
4 In this case, Plaintiffs directly challenge Proposition 8 under the Federal Constitution. It is
5 well settled under Ninth Circuit precedent that Proposed Intervenors’ unique legal status as
6 Proposition 8’s official proponents and campaign committee endow them with a significantly
7 protectable interest permitting them to intervene as of right. See Yniguez, 939 F.2d at 735; Prete,
8 438 F.3d at 954; Spellman, 684 F.2d at 630; Bates, 904 F. Supp. at 1086. Ninth Circuit precedent
9 also demonstrates that Proposed Intervenors’ tireless support of Proposition 8 also establishes their
10 right to intervene. See Sagebrush Rebellion, 713 F.2d at 528; Freeman, 625 F.2d at 887.
1 Constitution. They also seek to enjoin California state officials from enforcing that newly enacted
2 provision of the State Constitution. If the Court grants this relief, all Proposed Intervenors’ labor in
3 support of Proposition 8 will be for naught. Thus, this Court’s ruling could directly impair
4 Proposed Intervenors’ interest in Proposition 8, by undoing all that they have done in obtaining its
5 enactment.
9 shows that representation of its interests ‘may be’ inadequate.” Sagebrush Rebellion, 713 F.2d at
10 528 (emphasis added); accord Trbovich v. United Mine Workers of Am., 404 U.S. 528, 538 n.10
11 (1972). “[T]he burden of making this showing is minimal.” Sagebrush Rebellion, 713 F.2d at 528;
12 accord Trbovich, 404 U.S. at 538 n.10; Bates, 904 F. Supp. at 1087.
13 Presumably, California Attorney General, Edmund G. Brown, will represent the California
14 state officials sued in this case. The Ninth Circuit has found that intervention is warranted where
15 the facts indicate that the defendant government official desires the same legal outcome sought by
16 the plaintiff. See Sagebrush Rebellion, 713 F.2d at 528. Attorney General Brown has made it clear
17 that he opposes Proposition 8’s validity. In the challenge to Proposition 8 recently decided by the
18 California Supreme Court, Attorney General Brown argued that “Proposition 8 should be
19 invalidated . . . because it abrogates fundamental rights . . . without a compelling interest.” See Ex.
20 K at p. 75. The Attorney General’s deputy communicated this message more pointedly at oral
23 highprofile/prop8.htm (last visited on May 27, 2009) (linking to audio and video coverage of the
24 oral argument). A self-identified “challenger” to Proposition 8 will not adequately represent the
26 The Ninth Circuit has also found that a state attorney general inadequately represents the
27 views of initiative proponents if he interprets the initiative amendment differently than the
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1 proponents. See Yniguez, 939 F.2d at 738. Attorney General Brown’s legal views about
2 Proposition 8 conflict sharply with those held by Proposed Intervenors. As previously mentioned,
3 the Attorney General believes that Proposition 8 should be invalidated, while Proposed Intervenors
4 firmly maintain its legal propriety. Additionally, Attorney General Brown contends that
5 Proposition 8 should be interpreted narrowly, i.e., that the State should recognize all relational
6 unions that were considered to be “marriages” when they were formalized (regardless of whether
7 they conform to Proposition 8’s structure of one man and one woman). See Ex. K at pp. 61-75
8 (arguing that the State should recognize same-sex “marriages” previously solemnized within its
10 broadly, i.e., that it prevents the State from “recogniz[ing]” as “marriage” any relational union that
11 does not conform to Proposition 8’s structure of one man and one woman (regardless of when or
12 where it was solemnized). See Cal. Const. art. I, § 7.5. These significant distinctions between
13 Attorney General Brown’s and Proposed Intervenors’ legal views about Proposition 8 demonstrate
17 713 F.2d at 528; Blake v. Pallan, 554 F.2d 947, 954-55 (9th Cir. 1977). In 2000, Californians
18 enacted a statutory initiative that defined “marriage,” like Proposition 8 does, as a union between “a
19 man and a woman.” Cal. Fam. Code § 308.5 (2000). Attorney General Brown unsuccessfully
20 defended that statute against state constitutional attack. See In re Marriage Cases, 43 Cal.4th 757,
21 76 Cal.Rptr.3d 683 (Cal. 2008). When litigating that case, he presented only two state interests for
22 defining marriage as the union of a man and a woman: (1) the government’s interest in maintaining
23 its longstanding definition of marriage; and (2) its interest in affirming the will of its citizens. See
24 Answer Brief of State of California and the Attorney General to Opening Brief on the Merits, In re
25 Marriage Cases, No. S147999, at pp. 43-54 (attached as Exhibit M). Here, Proposed Intervenors
26 intend to argue additional state interests including but not limited to: promoting stability in
27 relationships between a man and a woman because they naturally (and at times unintentionally)
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page18 of 21
1 produce children; and promoting the statistically optimal child-rearing household where children
2 are raised by both a mother and a father. The Attorney General has proven unwilling to argue these
3 state interests, which have been found by other courts to satisfy rational-basis review. See, e.g.,
4 Hernandez v. Robles, 7 N.Y.3d 338, 855 N.E.2d 1 (N.Y. 2006). His refusal to do so here will
6 “[Another] way for the intervenor to show inadequate representation is to demonstrate that
7 its interests are sufficiently different in . . . degree from those of the named party.” B. Fernandez &
8 Hnos., Inc. v. Kellogg USA, Inc., 440 F.3d 541, 546 (1st Cir. 2006); see also Glancy v. Taubman
9 Ctrs., Inc., 373 F.3d 656, 675 (6th Cir. 2004) (“Asymmetry in the intensity . . . of interest can
10 prevent a named party from representing the interests of the absentee”). The Ninth Circuit has
13 [A]s appears to be true in this case, the government may be less than enthusiastic
about the enforcement of a measure adopted by ballot initiative; for better or worse,
14 the people generally resort to a ballot initiative precisely because they do not believe
that the ordinary processes of representative government are sufficiently sensitive to
15
the popular will with respect to a particular subject. While the people may not
16 always be able to count on their elected representatives to support fully and fairly a
provision enacted by ballot initiative, they can invariably depend on its sponsors to
17 do so.
18 Yniguez, 939 F.2d at 733. This Court has similarly reasoned:
19
[A]n official sponsor of a ballot initiative may be considered to add an element not
20 covered by the government in defending the validity of the initiative in that the very
act of resorting to a ballot initiative indicates a rift between the initiative’s
21
proponents and voters and their elected officials on the issue that underlies the
22 initiative.
26 initiative that defined “marriage” as a union between “a man and a woman.” Cal. Fam. Code §
27 308.5 (2000). In 2005 and 2007, however, the California Legislature sought to overturn the
28 13
PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
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1 people’s will by approving bills that would have allowed marriage between persons of the same
2 sex, but on both occasions, the Governor vetoed those bills. See A.B. 849, 2005-2006 Leg., Reg.
3 Sess. (Cal. 2005); A.B. 43, 2007-2008 Leg., Reg. Sess. (Cal. 2007). These repeated legislative
4 efforts to permit same-sex “marriage” demonstrate the representatives’ hostility to the people’s will
5 on marriage. This prompted Proposed Intervenors to endure the personally arduous initiative
6 process to enact the constitutional amendment desired by the people. Moreover, the Attorney
7 General’s legal opposition to Proposition 8 also demonstrates the rift between Californians and their
8 elected representatives. Californians thus depend on Proposed Intervenors, and not their elected
10 In sum, Proposed Intervenors satisfy all the requirements for intervention as of right. This
14 Fed. R. Civ. P. 24(b)(1)(B) establishes the requirements for permissive intervention. “[A]
15 court may grant permissive intervention where the applicant for intervention shows (1) independent
16 grounds for jurisdiction; (2) the motion is timely; and (3) the applicant’s claim or defense, and the
17 main action, have a question of law or question of fact in common.” City of Los Angeles, 288 F.3d
18 at 403. Proposed Intervenors satisfy each of these requirements.
19 First, Proposed Intervenors have independent grounds for jurisdiction in this case.
20 Plaintiffs’ claims seek to undermine Proposed Intervenors’ state constitutional and statutory rights
21 as the official proponents and campaign committee for Proposition 8. This direct attack on
22 Proposed Intervenors’ rights creates sufficient grounds for jurisdiction.
23 Second, Proposed Intervenors have timely filed their motion to intervene. In determining
24 timeliness for purposes of permissive intervention, the Ninth Circuit “considers precisely the same
25 three factors—the stage of the proceedings, the prejudice to existing parties, and the length of and
26 reason for the delay”—that it considers when determining timeliness for purposes of mandatory
27 intervention. League of United Latin Am. Citizens v. Wilson, 131 F.3d 1297, 1308 (9th Cir. 1997).
28 14
PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8 Filed05/28/09 Page20 of 21
1 As previously demonstrated, Proposed Intervenors satisfy the timeliness requirement: they filed
2 their motion at the very earliest stages of this proceeding; they have not delayed in moving to
5 common with the issues involved in the “main action.” Plaintiffs’ claims and Proposed
6 Intervenors’ defenses both involve the constitutionality of Proposition 8 under the Federal
7 Constitution: Plaintiffs seek a declaration that Proposition 8 violates the Federal Constitution, and
8 Proposed Intervenors contend that Proposition 8 complies with the Federal Constitution. These
10 In sum, Proposed Intervenors satisfy all the requirements for permissive intervention. This
12
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PROPOSED INTERVENORS’ NOTICE OF MOTION AND MOTION TO INTERVENE, AND MEMORANDUM OF POINTS AND
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1 CONCLUSION
3 California Attorney General will not adequately represent their interests because he has argued that
5 Intervenors; and he will not present all their arguments. This Court should thus allow Proposed
13
By: s/Timothy Chandler
14 Timothy Chandler
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AUTHORITIES IN SUPPORT OF MOTION TO INTERVENE – CASE NO. 09-CV-2292 VRW
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EXHIBIT B
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DECLARATION OF GAIL J. KNIGHT IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-2 Filed05/28/09 Page4 of 8
2 1. I am a resident, taxpayer, and registered elector of the County of Los Angeles, State of
3 California. I have personal knowledge of the facts stated herein, and if called upon to testify, I
5 2. Under Article II, Section 8 of the California Constitution, I have a personal right as an
6 elector “to propose statutes and amendments to the Constitution” through the initiative process.
9 Constitution.
13 interest that is distinguishable from the generalized public-policy interest in defining marriage as
14 the union of a man and a woman, shared by the majority of California voters who voted in favor of
15 Proposition 8.
17 Proposition 8. At that time, I also executed the forms and documents prescribed by the California
18 Elections Code, and presented them to the California Attorney General so that he would prepare a
20 7. Under California Elections Code Section 342, I hold the status of an “Official
22 initiative to the California Attorney General with a request that he prepare a Title and Summary of
25 Section 9608 to execute and submit to the Attorney General a certification (1) acknowledging that it
26 is a misdemeanor under state law to allow signatures on an initiative petition to be used for any
27 purpose other than qualifying the proposed measure for the ballot and (2) certifying that I will not
28 allow the signatures for Proposition 8 to be used for any purpose other than qualifying the measure
3 responsible for paying the filing fee to begin the initiative process; I was entitled to compel the
4 Attorney General to draft a Title and Summary for Proposition 8; and I was authorized to submit
5 amendments to Proposition 8.
6 10. On November 29, 2007, the Attorney General issued a Title and Summary for the
7 signature petitions. This Title and Summary appeared on the petitions that were circulated for the
9 11. As an Official Proponent, I had unique legal duties to perform and rights to exercise
11 12. As an Official Proponent, I was legally responsible for preparing a Proposition 8 petition
12 form that complied with the requirements of California Elections Code Sections 9001, 9008, 9012,
13 and 9014.
15 California Renewal (a “primarily formed ballot measure committee” under California law registered
16 with the California Secretary of State) to conduct a petition-gathering campaign for the purpose of
19 was required by California Elections Code Section 9609 to obtain and keep on file an executed
20 certification by each person, company official, or other organizational officer in charge of signature
21 gathering, certifying that he or she will not allow the signatures for Proposition 8 to be used for any
23 15. As an Official Proponent, I was responsible under California Elections Code Section
24 9607 for ensuring that all volunteers and paid signature-gatherers received instruction on the state-
25 law requirements and prohibitions concerning petition circulation and signature gathering. As part
26 of this legal requirement, I was responsible for making sure that all volunteers and paid signature-
27 collectors were instructed about the state-law prohibition against the use of signatures for a purpose
1 16. As an Official Proponent, I was responsible for obtaining at least 694,354 valid petition
2 signatures within a maximum of 150 days between November 29, 2007, and April 28, 2008.
3 17. As an Official Proponent, I was responsible for ensuring that each petition circulator
4 who obtained signatures executed the “Declaration of Circulator” on each petition sheet. I was also
5 responsible for including each circulator’s signature, date, and place of signing as required under
7 18. As an Official Proponent, I had the exclusive statutory right under California Elections
8 Code Section 9032 to file the signature petitions with county-elections officials for signature
9 verification. No one (other than the other four Official Proponents) could submit petitions for
10 signature verification.
11 19. On April 24, 2008, in my capacity as an Official Proponent, I authorized that the
12 petitions, bearing the signatures of over 1.2 million Californians, be submitted to county-elections
14 20. As an Official Proponent, I was entitled, under California Elections Code Sections 9030,
15 9031, and 9033, to receive special notices and updates during the signature-verification process.
16 21. On June 2, 2008, because of my capacity as an Official Proponent, the Secretary of State
17 notified me that the county-elections officials had verified the requisite number of voter signatures
18 and that Proposition 8 qualified for inclusion on the November 2008 ballot.
19 22. As an Official Proponent, I had the statutory authority under California Elections Code
20 Section 9067 to designate the arguments and rebuttal arguments in favor of Proposition 8 appearing
22 23. After Proposition 8 qualified for the ballot, I was sued, in my capacity as an Official
23 Proponent, in a pre-election legal challenge before the California Supreme Court seeking to remove
24 Proposition 8 from the ballot because it was alleged to be an improperly presented constitutional
25 “revision” (rather than an amendment). The name of that case is Bennett v. Bowen, No. S164520.
27 initiative amendment to the California Constitution. The California Supreme Court dismissed that
1 24. In the same pre-election lawsuit, I was also sued, in my capacity as an Official
2 Proponent, on grounds that the Title and Summary prepared by the Attorney General for the
3 circulating petitions had been false and misleading. As an Official Proponent, I through counsel
4 defended the propriety of the Title and Summary appearing on Proposition 8’s official petitions.
7 immediately became Article I, Section 7.5 of the California Constitution, which states: “Only
10 challenges to Proposition 8 filed with the California Supreme Court. The petitioners in those cases
11 challenge the legality of Proposition 8 under the California Constitution. On November 19, 2008,
12 the Court permitted my intervention in those consolidated cases. The name of that consolidated
14 counsel defended Proposition 8 against those legal challenges. On March 26, 2009, the California
17 campaigning for Proposition 8. For example, I personally attended and spoke at a major rally for
18 Proposition 8. I also donated personal funds several times to the Proposition 8 campaign.
19 28. My state constitutional and statutory rights as an Official Proponent of Proposition 8 are
20 jeopardized by the legal claims raised by the plaintiffs in this case. These rights are personal
21 interests of such a direct, immediate, and individualized nature that I will suffer a personal loss if
22 the Court grants the judgment sought by the plaintiffs in that case.
23 29. I do not think that any other party in this case will adequately represent my interests as
26 before the United States District Court for the Central District of California, Smelt v. United States,
27 Case No. SACV-09-286 DOC (MLGx). I intervened in that case with the four other Official
EXHIBIT C
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28
DECLARATION OF MARTIN F. GUTIERREZ IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-3 Filed05/28/09 Page4 of 8
3 California. I have personal knowledge of the facts stated herein, and if called upon to testify, I
5 2. Under Article II, Section 8 of the California Constitution, I have a personal right as an
6 elector “to propose statutes and amendments to the Constitution” through the initiative process.
9 Constitution.
13 interest that is distinguishable from the generalized public-policy interest in defining marriage as
14 the union of a man and a woman, shared by the majority of California voters who voted in favor of
15 Proposition 8.
17 Proposition 8. At that time, I also executed the forms and documents prescribed by the California
18 Elections Code, and presented them to the California Attorney General so that he would prepare a
20 7. Under California Elections Code Section 342, I hold the status of an “Official
22 initiative to the California Attorney General with a request that he prepare a Title and Summary of
25 Section 9608 to execute and submit to the Attorney General a certification (1) acknowledging that it
26 is a misdemeanor under state law to allow signatures on an initiative petition to be used for any
27 purpose other than qualifying the proposed measure for the ballot and (2) certifying that I will not
28 allow the signatures for Proposition 8 to be used for any purpose other than qualifying the measure
3 responsible for paying the filing fee to begin the initiative process; I was entitled to compel the
4 Attorney General to draft a Title and Summary for Proposition 8; and I was authorized to submit
5 amendments to Proposition 8.
6 10. On November 29, 2007, the Attorney General issued a Title and Summary for the
7 signature petitions. This Title and Summary appeared on the petitions that were circulated for the
9 11. As an Official Proponent, I had unique legal duties to perform and rights to exercise
11 12. As an Official Proponent, I was legally responsible for preparing a Proposition 8 petition
12 form that complied with the requirements of California Elections Code Sections 9001, 9008, 9012,
13 and 9014.
15 California Renewal (a “primarily formed ballot measure committee” under California law registered
16 with the California Secretary of State) to conduct a petition-gathering campaign for the purpose of
19 was required by California Elections Code Section 9609 to obtain and keep on file an executed
20 certification by each person, company official, or other organizational officer in charge of signature
21 gathering, certifying that he or she will not allow the signatures for Proposition 8 to be used for any
23 15. As an Official Proponent, I was responsible under California Elections Code Section
24 9607 for ensuring that all volunteers and paid signature-gatherers received instruction on the state-
25 law requirements and prohibitions concerning petition circulation and signature gathering. As part
26 of this legal requirement, I was responsible for making sure that all volunteers and paid signature-
27 collectors were instructed about the state-law prohibition against the use of signatures for a purpose
1 16. As an Official Proponent, I was responsible for obtaining at least 694,354 valid petition
2 signatures within a maximum of 150 days between November 29, 2007, and April 28, 2008.
3 17. As an Official Proponent, I was responsible for ensuring that each petition circulator
4 who obtained signatures executed the “Declaration of Circulator” on each petition sheet. I was also
5 responsible for including each circulator’s signature, date, and place of signing as required under
7 18. As an Official Proponent, I had the exclusive statutory right under California Elections
8 Code Section 9032 to file the signature petitions with county-elections officials for signature
9 verification. No one (other than the other four Official Proponents) could submit petitions for
10 signature verification.
11 19. On April 24, 2008, in my capacity as an Official Proponent, I authorized that the
12 petitions, bearing the signatures of over 1.2 million Californians, be submitted to county-elections
14 20. As an Official Proponent, I was entitled, under California Elections Code Sections 9030,
15 9031, and 9033, to receive special notices and updates during the signature-verification process.
16 21. On June 2, 2008, because of my capacity as an Official Proponent, the Secretary of State
17 notified me that the county-elections officials had verified the requisite number of voter signatures
18 and that Proposition 8 qualified for inclusion on the November 2008 ballot.
19 22. As an Official Proponent, I had the statutory authority under California Elections Code
20 Section 9067 to designate the arguments and rebuttal arguments in favor of Proposition 8 appearing
22 23. After Proposition 8 qualified for the ballot, I was sued, in my capacity as an Official
23 Proponent, in a pre-election legal challenge before the California Supreme Court seeking to remove
24 Proposition 8 from the ballot because it was alleged to be an improperly presented constitutional
25 “revision” (rather than an amendment). The name of that case is Bennett v. Bowen, No. S164520.
27 initiative amendment to the California Constitution. The California Supreme Court dismissed that
1 24. In the same pre-election lawsuit, I was also sued, in my capacity as an Official
2 Proponent, on grounds that the Title and Summary prepared by the Attorney General for the
3 circulating petitions had been false and misleading. As an Official Proponent, I through counsel
4 defended the propriety of the Title and Summary appearing on Proposition 8’s official petitions.
7 immediately became Article I, Section 7.5 of the California Constitution, which states: “Only
10 challenges to Proposition 8 filed with the California Supreme Court. The petitioners in those cases
11 challenge the legality of Proposition 8 under the California Constitution. On November 19, 2008,
12 the Court permitted my intervention in those consolidated cases. The name of that consolidated
14 counsel defended Proposition 8 against those legal challenges. On March 26, 2009, the California
16 27. My state constitutional and statutory rights as an Official Proponent of Proposition 8 are
17 jeopardized by the legal claims raised by the plaintiffs in this case. These rights are personal
18 interests of such a direct, immediate, and individualized nature that I will suffer a personal loss if
19 the Court grants the judgment sought by the plaintiffs in that case.
20 28. I do not think that any other party in this case will adequately represent my interests as
23 before the United States District Court for the Central District of California, Smelt v. United States,
24 Case No. SACV-09-286 DOC (MLGx). I intervened in that case with the four other Official
25 Proponents of Proposition 8—Dennis Hollingsworth, Gail J. Knight, Hak-Shing William Tam, and
27 That court granted our request for intervention on May 6, 2009. That case, like this one, asserts
28 federal constitutional challenges against Proposition 8. The plaintiffs in that case, like the plaintiffs
EXHIBIT D
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DECLARATION OF HAK-SHING WILLIAM TAM IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-4 Filed05/28/09 Page4 of 8
2 1. I am a resident, taxpayer, and registered elector of the City and County of San Francisco,
3 State of California. I have personal knowledge of the facts stated herein, and if called upon to
5 2. Under Article II, Section 8 of the California Constitution, I have a personal right as an
6 elector “to propose statutes and amendments to the Constitution” through the initiative process.
9 Constitution.
13 interest that is distinguishable from the generalized public-policy interest in defining marriage as
14 the union of a man and a woman, shared by the majority of California voters who voted in favor of
15 Proposition 8.
17 Proposition 8. At that time, I also executed the forms and documents prescribed by the California
18 Elections Code, and presented them to the California Attorney General so that he would prepare a
20 7. Under California Elections Code Section 342, I hold the status of an “Official
22 initiative to the California Attorney General with a request that he prepare a Title and Summary of
25 Section 9608 to execute and submit to the Attorney General a certification (1) acknowledging that it
26 is a misdemeanor under state law to allow signatures on an initiative petition to be used for any
27 purpose other than qualifying the proposed measure for the ballot and (2) certifying that I will not
28 allow the signatures for Proposition 8 to be used for any purpose other than qualifying the measure
3 responsible for paying the filing fee to begin the initiative process; I was entitled to compel the
4 Attorney General to draft a Title and Summary for Proposition 8; and I was authorized to submit
5 amendments to Proposition 8.
6 10. On November 29, 2007, the Attorney General issued a Title and Summary for the
7 signature petitions. This Title and Summary appeared on the petitions that were circulated for the
9 11. As an Official Proponent, I had unique legal duties to perform and rights to exercise
11 12. As an Official Proponent, I was legally responsible for preparing a Proposition 8 petition
12 form that complied with the requirements of California Elections Code Sections 9001, 9008, 9012,
13 and 9014.
15 California Renewal (a “primarily formed ballot measure committee” under California law registered
16 with the California Secretary of State) to conduct a petition-gathering campaign for the purpose of
19 was required by California Elections Code Section 9609 to obtain and keep on file an executed
20 certification by each person, company official, or other organizational officer in charge of signature
21 gathering, certifying that he or she will not allow the signatures for Proposition 8 to be used for any
23 15. As an Official Proponent, I was responsible under California Elections Code Section
24 9607 for ensuring that all volunteers and paid signature-gatherers received instruction on the state-
25 law requirements and prohibitions concerning petition circulation and signature gathering. As part
26 of this legal requirement, I was responsible for making sure that all volunteers and paid signature-
27 collectors were instructed about the state-law prohibition against the use of signatures for a purpose
1 16. As an Official Proponent, I was responsible for obtaining at least 694,354 valid petition
2 signatures within a maximum of 150 days between November 29, 2007, and April 28, 2008.
3 17. As an Official Proponent, I was responsible for ensuring that each petition circulator
4 who obtained signatures executed the “Declaration of Circulator” on each petition sheet. I was also
5 responsible for including each circulator’s signature, date, and place of signing as required under
7 18. As an Official Proponent, I had the exclusive statutory right under California Elections
8 Code Section 9032 to file the signature petitions with county-elections officials for signature
9 verification. No one (other than the other four Official Proponents) could submit petitions for
10 signature verification.
11 19. On April 24, 2008, in my capacity as an Official Proponent, I authorized that the
12 petitions, bearing the signatures of over 1.2 million Californians, be submitted to county-elections
14 20. As an Official Proponent, I was entitled, under California Elections Code Sections 9030,
15 9031, and 9033, to receive special notices and updates during the signature-verification process.
16 21. On June 2, 2008, because of my capacity as an Official Proponent, the Secretary of State
17 notified me that the county-elections officials had verified the requisite number of voter signatures
18 and that Proposition 8 qualified for inclusion on the November 2008 ballot.
19 22. As an Official Proponent, I had the statutory authority under California Elections Code
20 Section 9067 to designate the arguments and rebuttal arguments in favor of Proposition 8 appearing
22 23. After Proposition 8 qualified for the ballot, I was sued, in my capacity as an Official
23 Proponent, in a pre-election legal challenge before the California Supreme Court seeking to remove
24 Proposition 8 from the ballot because it was alleged to be an improperly presented constitutional
25 “revision” (rather than an amendment). The name of that case is Bennett v. Bowen, No. S164520.
27 initiative amendment to the California Constitution. The California Supreme Court dismissed that
1 24. In the same pre-election lawsuit, I was also sued, in my capacity as an Official
2 Proponent, on grounds that the Title and Summary prepared by the Attorney General for the
3 circulating petitions had been false and misleading. As an Official Proponent, I through counsel
4 defended the propriety of the Title and Summary appearing on Proposition 8’s official petitions.
7 immediately became Article I, Section 7.5 of the California Constitution, which states: “Only
10 challenges to Proposition 8 filed with the California Supreme Court. The petitioners in those cases
11 challenge the legality of Proposition 8 under the California Constitution. On November 19, 2008,
12 the Court permitted my intervention in those consolidated cases. The name of that consolidated
14 counsel defended Proposition 8 against those legal challenges. On March 26, 2009, the California
16 27. As an Official Proponent, I invested substantial time, effort, reputation, and personal
17 resources in campaigning for Proposition 8. For example, I dedicated the majority of my working
18 hours between January 2008 and November 2008 toward qualifying Proposition 8 for the ballot and
19 campaigning for its enactment. I organized several rallies in support of Proposition 8 (which were
20 attended by thousands of voters), coordinated volunteers from the Asian-American community, and
22 28. My state constitutional and statutory rights as an Official Proponent of Proposition 8 are
23 jeopardized by the legal claims raised by the plaintiffs in this case. These rights are personal
24 interests of such a direct, immediate, and individualized nature that I will suffer a personal loss if
25 the Court grants the judgment sought by the plaintiffs in that case.
26 29. I do not think that any other party in this case will adequately represent my interests as
EXHIBIT E
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DECLARATION OF MARK A. JANSSON IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-5 Filed05/28/09 Page4 of 8
3 California. I have personal knowledge of the facts stated herein, and if called upon to testify, I
5 2. Under Article II, Section 8 of the California Constitution, I have a personal right as an
6 elector “to propose statutes and amendments to the Constitution” through the initiative process.
9 Constitution.
13 interest that is distinguishable from the generalized public-policy interest in defining marriage as
14 the union of a man and a woman, shared by the majority of California voters who voted in favor of
15 Proposition 8.
17 Proposition 8. At that time, I also executed the forms and documents prescribed by the California
18 Elections Code, and presented them to the California Attorney General so that he would prepare a
20 7. Under California Elections Code Section 342, I hold the status of an “Official
22 initiative to the California Attorney General with a request that he prepare a Title and Summary of
25 Section 9608 to execute and submit to the Attorney General a certification (1) acknowledging that it
26 is a misdemeanor under state law to allow signatures on an initiative petition to be used for any
27 purpose other than qualifying the proposed measure for the ballot and (2) certifying that I will not
28 allow the signatures for Proposition 8 to be used for any purpose other than qualifying the measure
3 responsible for paying the filing fee to begin the initiative process; I was entitled to compel the
4 Attorney General to draft a Title and Summary for Proposition 8; and I was authorized to submit
5 amendments to Proposition 8.
6 10. On November 29, 2007, the Attorney General issued a Title and Summary for the
7 signature petitions. This Title and Summary appeared on the petitions that were circulated for the
9 11. As an Official Proponent, I had unique legal duties to perform and rights to exercise
11 12. As an Official Proponent, I was legally responsible for preparing a Proposition 8 petition
12 form that complied with the requirements of California Elections Code Sections 9001, 9008, 9012,
13 and 9014.
15 California Renewal (a “primarily formed ballot measure committee” under California law registered
16 with the California Secretary of State) to conduct a petition-gathering campaign for the purpose of
19 was required by California Elections Code Section 9609 to obtain and keep on file an executed
20 certification by each person, company official, or other organizational officer in charge of signature
21 gathering, certifying that he or she will not allow the signatures for Proposition 8 to be used for any
23 15. As an Official Proponent, I was responsible under California Elections Code Section
24 9607 for ensuring that all volunteers and paid signature-gatherers received instruction on the state-
25 law requirements and prohibitions concerning petition circulation and signature gathering. As part
26 of this legal requirement, I was responsible for making sure that all volunteers and paid signature-
27 collectors were instructed about the state-law prohibition against the use of signatures for a purpose
1 16. As an Official Proponent, I was responsible for obtaining at least 694,354 valid petition
2 signatures within a maximum of 150 days between November 29, 2007, and April 28, 2008.
3 17. As an Official Proponent, I was responsible for ensuring that each petition circulator
4 who obtained signatures executed the “Declaration of Circulator” on each petition sheet. I was also
5 responsible for including each circulator’s signature, date, and place of signing as required under
7 18. As an Official Proponent, I had the exclusive statutory right under California Elections
8 Code Section 9032 to file the signature petitions with county-elections officials for signature
9 verification. No one (other than the other four Official Proponents) could submit petitions for
10 signature verification.
11 19. On April 24, 2008, in my capacity as an Official Proponent, I authorized that the
12 petitions, bearing the signatures of over 1.2 million Californians, be submitted to county-elections
14 20. As an Official Proponent, I was entitled, under California Elections Code Sections 9030,
15 9031, and 9033, to receive special notices and updates during the signature-verification process.
16 21. On June 2, 2008, because of my capacity as an Official Proponent, the Secretary of State
17 notified me that the county-elections officials had verified the requisite number of voter signatures
18 and that Proposition 8 qualified for inclusion on the November 2008 ballot.
19 22. As an Official Proponent, I had the statutory authority under California Elections Code
20 Section 9067 to designate the arguments and rebuttal arguments in favor of Proposition 8 appearing
22 23. After Proposition 8 qualified for the ballot, I was sued, in my capacity as an Official
23 Proponent, in a pre-election legal challenge before the California Supreme Court seeking to remove
24 Proposition 8 from the ballot because it was alleged to be an improperly presented constitutional
25 “revision” (rather than an amendment). The name of that case is Bennett v. Bowen, No. S164520.
27 initiative amendment to the California Constitution. The California Supreme Court dismissed that
1 24. In the same pre-election lawsuit, I was also sued, in my capacity as an Official
2 Proponent, on grounds that the Title and Summary prepared by the Attorney General for the
3 circulating petitions had been false and misleading. As an Official Proponent, I through counsel
4 defended the propriety of the Title and Summary appearing on Proposition 8’s official petitions.
7 immediately became Article I, Section 7.5 of the California Constitution, which states: “Only
10 challenges to Proposition 8 filed with the California Supreme Court. The petitioners in those cases
11 challenge the legality of Proposition 8 under the California Constitution. On November 19, 2008,
12 the Court permitted my intervention in those consolidated cases. The name of that consolidated
14 counsel defended Proposition 8 against those legal challenges. On March 26, 2009, the California
16 27. As an Official Proponent, I invested substantial time, effort, reputation, and personal
17 resources in qualifying Proposition 8 for the ballot and campaigning for its enactment. For
18 example, I spent hundreds of hours between January 2008 and November 2008 working in support
19 of Proposition 8, including obtaining petition signatures, traveling throughout the State to organize
20 volunteers, speaking to community organizations, meeting with leaders of the various ethnic
23 28. My state constitutional and statutory rights as an Official Proponent of Proposition 8 are
24 jeopardized by the legal claims raised by the plaintiffs in this case. These rights are personal
25 interests of such a direct, immediate, and individualized nature that I will suffer a personal loss if
26 the Court grants the judgment sought by the plaintiffs in that case.
27 29. I do not think that any other party in this case will adequately represent my interests as
EXHIBIT F
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DECLARATION OF DAVID BAUER IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
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4 “Committee”). I have personal knowledge of the facts stated herein, and if called upon to testify, I
7 broad-based coalition of community leaders asked me to serve as Treasurer of the Committee, and I
8 agreed to do so.
9 3. On November 27, 2007, I executed and filed with the Secretary of State a “Statement of
10 Organization” for the purpose of creating and registering the Committee as a “primarily formed
12 4. Pursuant to California Government Code Section 82047.5(b), the Committee has the
13 legal status of a “primarily formed committee” because the Committee exists primarily to support
17 responsible for setting the policies for soliciting contributions and making expenditures of
18 committee funds.
20 campaign committee responsible for receiving all contributions and making all expenditures in the
21 campaign to qualify Proposition 8 for the ballot and to pass it into law at the November 2008
22 General Election.
23 7. As the Treasurer, I monitored the raising and spending of all campaign contributions.
24 The contributions were used to pay for professional signature gathering, campaign personnel,
25 television and radio advertisements, newspaper advertisements, media relations, and all other
28 8. Since it was formed, the Committee has received financial contributions from over
1 83,000 individual donors, the vast majority of which are registered California voters.
2 9. From these financial supporters, the Committee has received over $39 million in total
4 10. Subject only to the statutory powers and duties reserved exclusively to the Official
5 Proponents, the Committee was directly responsible for all other aspects of the campaign to qualify
7 11. In the campaign, the Committee spent over $37 million of its financial resources to (1)
8 collect the required number of petition signatures and (2) campaign in favor of Proposition 8.
9 12. After the election, the Committee had a surplus of over $1.6 million.
10 13. Pursuant to California Elections Code Section 18680(m)(2), the Committee is expressly
11 authorized to spend these surplus funds for, among other things, “attorney’s fees and other costs in
12 connection with litigation where the litigation arises directly out of . . . [t]he enactment, by the
14 14. After the election, the Committee successfully intervened in three post-election legal
15 challenges to Proposition 8 filed with the California Supreme Court. The petitioners in those cases
16 challenge the legality of Proposition 8 under the California Constitution. On November 19, 2008,
17 the Court permitted the Committee’s intervention in those consolidated cases. The name of that
18 consolidated action is Strauss v. Horton, No. S168047. The Committee through its counsel
19 defended Proposition 8 against those legal challenges. On March 26, 2009, the California Supreme
21 15. Because of the Committee’s statutorily authorized role in providing for the legal defense
22 of Proposition 8, and the Committee’s enormous pecuniary investment of over $37 million in the
23 campaign to enact Proposition 8, the Committee has a unique stake, not shared by the general
25 16. The Committee is in jeopardy of suffering a direct, immediate, and individualized loss if
26 the Court grants the relief sought by the plaintiffs in this case.
27 17. If the Court grants the relief sought by the plaintiffs in this case, all efforts and
28 pecuniary investments by the Committee and its 83,000 financial supporters would be nullified.
EXHIBIT G
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Exhibit H
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Exhibit I
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Exhibit J
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Exhibit K
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Exhibit L
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DOCKET ENTRY
[I hereby certify that this document was served by first class mail or Government messenger service, postage prepaid, to all counsel (or parties) at their
respective most recent address of record in this action on this date.]
Date:____________ Deputy Clerk: ___________________________________
PRESENT:
THE HONORABLE DAVID O. CARTER, JUDGE
On April 10, 2009, Dennis Hollingsworth, Gail Knight, Martin Gutierrez, Hak-Shing
William Tam, Mark Jansson and ProtectMarriage.com (the “Proposed Interveners”) filed a Motion to
Intervene in this case, under either FED. R. CIV. P. 24(a)(2) or FED. R. CIV. P. 24(b)(1)(B) (the
“Motion”). Defendant State of California, on April 27, 2009, filed a Notice of Non-Opposition to the
instant Motion. Defendant United States of America filed a statement avering that it “takes no
position” regarding the instant Motion. Plaintiffs’ opposition, if any, was due on April 27, 2009. As of
this date, the Court has not received an opposition. Accordingly, the Motion is hereby GRANTED as
unopposed. The Proposed Interveners’ request to intervene is hereby GRANTED.
The Clerk shall serve this minute order on all parties to the action.
Exhibit M
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TABLE OF CONTENTS
Page
INTRODUCTION
STATEMENT OF FACTS
ARGUMENT 16
Page
CONCLUSION 68
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TABLE OF AUTHORITIES
Page
Cases
A rmijo v. Mile:?
(2005) 127 Cal.App.4th 1405
Baehr v. Lewifir
(Hawaii 19193)852 P.2d 44
Baker v. Carr
(1962) 369 U.S. 186
Baker v. Nelson
(Minn. 1971) 191 N.W.2d 185
Page
Bowers v. Hardwick
(1986) 478 U.S. 186 37,56
Brown v. Merlo
(1973) 8 Cii1.3d 855 46
Califano v. JoE~st
(1977) 434 U.S. 47 59
Craig v. Boren
(1976) 429 U.S. 190 28,40
Dandridge v. ?Tilliams
(1970) 397 U.S. 471 43
21
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page7 of 96
Page
Eisenstadt v. Baird
(1972) 405 U.S. 438 58
Elden v. Sheldon
(1988) 46 Cal.3d 267 4
Elisa B. v. SupleriorCourt
(2005) 37 Cal.4th 108 9
Frontier0 v. Richardson
(1973) 4 11 U.S. 677 28,30,31
Graham v. Ricrbrdson
(1971) 403 U.S. 365 29
Griswold v. Connecticut
(1965) 381 U.S. 479 58
Hardy v. Sturnif
(1978) 2 1 C:al.3d I 19
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page8 of 96
Page
Hays v. Wood
(1979) 25 Cal.3d 772
Hernandez v. Robles
(N.Y. 2006) 855 N.E.2d I
Holguin v. Flol~es
(2004) 122 Cal.App.4th 428
In re Anderson
(1968) 69 C:al.2d 613
In re Kandu
(Bankr. W.D. Wash. 2004) 3 15 B.R. 123
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page9 of 96
Page
In re Lane
(1962) 58 (2a1.2d 99 8
Johnson v. Car!ifornia
(2005) 543 U.S. 449 31
Johnson v. Calvert
(1993) 5 Cial.4t.h 84 8
Kilburn v. Kilt~urn
(1891) 89 (3al. 46 4
Kristine H. v. Lisa R.
(2005) 37 (Zal.4t.h 156, 9
Lawrence v. Texas
(2003) 539 U.S. 558
vii
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page10 of 96
Page
Lewis v. Harri:i
(N.J. 2006) 908 A.2d 196 43,45,52
Loving v. Virginia
(1967) 388 U.S. I 8,20,29, 58
Maynard v. Hill
(1888) 125 U.S. 190 7
Michelle W. v. Ronald W.
(1985) 39 Cal.3d 354 18
Morrison v. Saldler
(Ind. Ct. App. 2005) 82 1 N.E.2d 15 52
Mott v. Mott
(1 890) 82 C:al. 4 13 4,61
Page
People v. Andcrson
(1972) 6 Cal.3d 628
People v. Hill
(1992) 3 Cal.4t.h 959
People v. Mobley
(1999) 72 Cal.App.4th 761
People v. Santc~s
(2007) 147 Cal.App.4th 965
Perez v. Sharp
(1948) 32 Cal.2d 7 11
Plessy v. Fergtison
(1896) 163 U.S. 537
Plyler v. Doe
(1982) 457 U.S. 202
Raich v. Gonzfi!les
(9" Cir. Mar. 27,2007) -F.3d -9 2007 WL 754759 56
Reed v. Reed
(1971) 404 U.S. 71
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Page
Roe v. Wade
(1973) 410 U.S. 113
Romer v. Evans
(1996) 517 U.S. 620
Selfv. Self
(1962) 58 Czal.2d 683
Serrano v. Pritat
(1977) 18 Cal.3d 728
Skinner v. Okl~lhoma
(1942) 3 16 U.S. 535
Page
Turner v. SaJey
(1987) 482 U.S. 78 59,60
Vacco v. Quill
(1997) 521 U.S. 793
Washington v. Gluclcsberg
(1997) 52 1 U.S. 702
Zablocki v. Recihail
(1978) 434 U.S. 374
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Page
Constitutional Provisions
1 U.S.C.
§7
28 U.S.C.
1738C
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Page
Calif. Civ. Code (former)
§ 55
§ 56
4100
g 4101
8 4101(a)
g 4357
4400
440 1
4425(b)
42 13(a)
...
Xlll
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Page
Page
Other Authorities
Buchanan, Gajls and Lesbians Gain New Rights As 8 Laws Take Effect
Monday
S.F. Chroni.cle,Dec. 29,2006, p. B7 34
Chauncey, Why Marriage: The History Shaping Today's Debate Over Gay
Equality (2004) 47
Eskndge, Equality Practice: Civil Unions and the Future of Gay Rights
(2002) 47
Page
(JCCP No.
4365)
INTRODUCTION
1
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1. For tlhe sake of clarity, this brief will refer to the four groups of
parties challenging the marriage laws as "petitioners." (This answer brief
does not address the arguments regarding standing made in the opening
briefs filed by Campaign for California Families and the Proposition 22
Legal Defense (andEducation Fund.) The State of California and Attorney
General Edmurtd G. Brown Jr. will be referred to collectively as the "state."
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marriage." (Bid.) The 1872 Civil Code further provided, in section 69,
subdivision (4), that the county clerk must obtain the "the consent of the
father, mother, or guardian," before solemnizing any marriage in which "the
male be under the age of twenty-one, or the female under the age of eighteen
years . . . ." (A.A at p. 7.)
Former Civil Code section 55 did not expressly state that marriage
was between a man and a woman, but this Court held in 1890 that the legal
relationship defined in section 55 "is one 'by which a man and woman
reciprocally engage to live with each other during their joint lives, and to
discharge toward each other the duties imposed by law on the relation of
husband and wife. "' (Mott v. Mott (1 890) 82 Cal. 4 13,4 16, quoting
Bouvier's Law Dist., tit. Marriage; see also Kilburn v. Kilburn (1891) 89 Cal.
46, 50, quoting Shelf. Mar. & Div. 1 [describing marriage as a contract "by
which a man and woman, capable of entering into such a contract, mutually
engage with each other to live their whole lives together in the state of union
which ought to' exist between a husband and his wife"].)
Although California statutes governing marriage and family relations
have undergone extensive changes since the nineteenth century,g the
understanding of marriage as a union between a man and a woman has
endured. In 19169, the Legislature enacted "The Family Law Act." (Stats.
1969, ch. 1608.) While reforming the laws governing divorce, the bill left
many of the staltutes governing marriage unchanged though recodified.
Former Civil Code sections 55 and 56 were recodified as Civil Code
sections 4100 and 4101. (AA at p. 21.)
Following the passage in 1971 of the Twenty-Sixth Amendment to
the United States Constitution lowering the minimum voting age to 18 years,
the Legislature passed Assembly Bill 2887 (1971 Reg. Sess.), an omnibus
bill lowering rnost statutory minimum ages to 18. (AA at pp. 41-57; Stats.
1971, ch. 17413.) AB 2887 amended subdivision (a) of former Civil Code
section 4 101, setting the uniform age requirement for maniage at 18 years of
age, instead of' 2 1 for men and 18 for women. (Stats. 1971, ch. 1748, 5 26.)
Although, by setting a uniform age, the amended statute was able to
eliminate the reference to the gender of the marrying partners, the legislative
history of AB 2887 confirms that there was no intent to authorize same-sex
marriage.$ I n fact, the enactment of AB 2887 left unchanged many statutes
that continued to treat marriage as the union of one man and one woman,
including Civil Code section 4 100.y
In 197'7, the County Clerks Association of California sponsored
Assembly Bill 607 (Stats. 1977, ch. 339, 5 1). The legislation amended
former Civil Code sections 4 100 and 4 101 to reaffirm that marriage was a
contract between a man and a woman. The legislative history of AB 607
indicates concern that the 1971 elimination of the gender references in
section 4 101 nnade the issue of whether same-sex couples could marry
5. See .AA at pp. 23,25 (former Civil Code 42 13(a) ["[w] hen
unmarried persons, not minors, have been living together as man and wife,
they may, without a license, be married by any clergyman"], 5 4357 ["the
superior court .may order the husband or wife, or father or mother, as the case
may be, to pay any amount that is necessary" to support the husband, wife or
children], 8 4400 [prohibiting marriages between "brothers and sisters of the
half as well as the whole blood, and between uncles and nieces and aunts
and nephews"], § 4401 [prohibiting marriage by a person "during the life of
a former husband or wife of such person"], Ij 4425(b) [marriage voidable if
"husband or w:ife9'is living, marriage is in force, and husband or wife has not
been absent for five years or more]).
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7. The Court of Appeal noted that the Second and Third Appellate
Districts have rendered conflicting decisions in this area. (Opn. at pp. 13-15,
citing Armijo v. Miles (2005) 127 Cal.App.4t.h 1405; Knight v. Superior
Court (2005) 128 Cal.App.4t.h 14.) In Armijo, the Second Appellate District
stated that Proposition 22 "was designed to prevent same-sex couples who
could marry validly in other countries or who in the hture could marry
validly in other states from coming to California and claiming, in reliance on
Family Code sczction 308, that their marriages must be recognized as valid
marriages." (127 Cal.App.4t.h at p. 1424.) In Knight, the Third Appellate
District stated that Proposition 22 "ensures that California will not legitimize
or recognize same-sex maniages from other jurisdictions, as it otherwise
would be required to do pursuant to section 308, and that California will not
permit same-sex partners to validly marry within the state." (128
Cal.App.4th at pp. 14,23-24.) The state agrees with the Court of Appeal
that there is no need to decide this issue regarding the scope of Proposition
22 in order to render a decision in this case. (Opn. at p. 15.)
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between a man and a woman. (See also Lockyer v. City and County of Sun
Francisco (2004) 33 Cal.4th 1055, 1 128 (conc. & dis. opn. of Kennard, J.)
["Since the earliest days of statehood, California has recognized only
opposite-sex marriages"] .)
B. The Histoiry of the Recognition of Lawful Conjugal and Family
Relationsblips Outside of the Marriage Context.
supra, 316 U.S. at p. 541); Loving v. Virginia (1967) 388 U.S. 1, 12.)
Finally, in Zablocki v. Redhail (1978) 434 U.S. 374, the high court made
explicit the connection between marriage, lawhl sexual relations and child-
rearing implied in the earlier cases. (Id. at p. 386 ["[Ilf appellee's right to
procreate means anything at all, it must imply some right to enter the only
relationship in which the State of Wisconsin allows sexual relations legally
to take place"] .)
But civil marriage no longer constitutes a prerequisite for lawhl
sexual relations. (See In re Lane (1962) 58 Cal.2d 99, 105 [invalidating "a
city ordinance attempting to make sexual intercourse between persons not
married to each other criminal" as void under state law]; People v. Mobley
(1999) 72 Cal.App.4th 76 1,785 [noting 1975 repeal of California law
criminalizing sodomy]; see also Lawrence v. Texas (2003) 539 U.S. 558
[invaliding Texas statute criminalizing homosexual sodomy].) Nor is
marriage a prerequisite for child-rearing. California law recognizes and
supports the right of unmarried couples to raise children. (Johnson v. Culvert
(1993) 5 Cal.4.h 84, 88 [holding the purpose of the Uniform Parentage Act
"was to elirniniate the legal distinction between legitimate and illegitimate
children"]; Farn. Code, 5 7602 [providing that the relationship of parent and
child exists "regardless of the marital status of the parents"] .) Moreover,
"California's adoption statutes have always permitted adoption without
Marriage is also not the sole way to form a family. This Court has
held that same-sex couples who form registered domestic partnerships
engage in "the creation of a new family unit" as surely as married couples
do. (Koebke v. Bernardo Heights Country Club (2005) 36 Cal.4th 824,
843.)
C. The History of California's Statutory Recognition of Committed
Same-sex ]Partnerships.
taxation and gave them the option to file joint tax returns as married spouses
do. (Rev. & Tax. Code, 5 18521, subd. (d).) This was the last material
benefit given by the state to married couples that had been denied to sarne-
sex domestic p1artners.m
Of course, the DPA does not modify federal law, which does not
recognize dom.estic partnerships and defines marriage as the union of a man
and a woman. (1 U.S.C. 8 7; 28 U.S.C. 81738C.) Thus, many federal
benefits cannot be enjoyed by registered domestic partners. These rights and
benefits pertain to social security, medicare, federal housing, food stamps,
federal income:taxation, veterans' benefits, federal civilian and military
benefits, the Fiimily and Medical Leave Act, and other federal employment
11. Nevertheless, to the extent that California law relies upon federal
law in conferring any right or benefit to spouses, the DPA provides that
domestic partners shall be treated under state law as if federal law
recognized such partnerships. (Fam. Code, 8 297.5, subd. (e).)
12. See Fam. Code, § 299.2 ["A legal union of two persons of the
same sex, other than a marriage, that was validly formed in another
jurisdiction, antd that is substantially equivalent to a domestic partnership as
defined in this part, shall be recognized as a valid domestic partnership in
this state regardless of whether it bears the name domestic partnership"].
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13. Wclo is known as Rymer action in this Court since the lead
petitioners have withdrawn.
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held that the appellants in the Fund and Thomasson actions lacked stanhng
to pursue their claims. (Opn. at pp. 7- 12.p'
The court divided, however, on the question of the constitutionality of
the marriage lelws. The majority opinion, authored by Presiding Justice
McGuiness and joined by Justice Parrilli, concluded that the historical
definition of rriarriage did not deprive same-sex couples of a fundamental
right and did not discriminate against a suspect class. (Opn. at p. 3.)
Applying the rational relationship test to petitioners' equal protection claims,
the majority concluded that the marriage statutes were constitutional. (Ibid.)
The majority also held that the statutes did not violate rights of due process,
privacy, freedom of association, or freedom of expression. (Id. at pp. 2 1-64.)
Justice Parrilli authored a separate concurring opinion. Justice Kline
dissented from that part of the majority opinion upholding the
constitutionality of the marriage statutes while concurring that the appellants
in Fund and Kbomasson lacked standing.
The Court of Appeal modified its opinion in an order dated
November 6,21006, denying petitions for rehearing from the City and the
Woo petitioners.
14. The majority opinion in the Court of Appeal will be cited simply
as "Opn." while citations to the concurring and the concurring and
dissenting opinuons will further specify those opinions by author.
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ARGUMENT
I.
CALIFORNIA'S MARRIAGE LAWS SATISFY EQUAL
PROTIECTION UNDER A RATIONAL BASIS TEST
BECAUSE THE STATE MAY PRESERVE THE
TRAD:[TIONALDEFINITION OF MAIUUAGE WHILE
AFFOIRDING THE SAME RIGHTS, BENEFITS AND
PROTIECTIONS TO DOMESTIC PARTNERS.
Petitioners contend that the marriage laws violate the equal protection
clause of the California Constitution. The "promise that no person shall be
denied the equal protection of the laws must coexist with the practical
necessity that most legislation classifies for one purpose or another, with
resulting disadvantage to various groups or persons." (Romer v. Evans
(1996) 5 17 U.!S. 620,63 1.) Courts reconcile this principle "by stating that, if
a law neither burdens a hndamental right nor targets a suspect class," it will
generally be upheld "so long as it bears a rational relation to some legitimate
end." (Ibid.) 'This rational basis test "manifests restraint by the judiciary in
relation to the discretionary act of a co-equal branch of government; in so
doing it invests legislation involving such differentiated treatment with a
presumption of constitutionality and 'requir(es) merely that distinctions
drawn by a cha~llengedstatute bear some rational relationship to a
conceivable legitimate state purpose."' (D 'Amico v. Board of Medical
Examiners (19'74) 11 Cal.3d 1, 16.) The burden of demonstrating the
invalidity of a classification under this standard rests upon the party who
assails it. (Id. at pp. 16-17.) At the other end of the continuum, strict
scrutiny applies "in cases involving 'suspect classifications' or touching on
'fundamental i~iterests."' (Id. at p. 17.) Under this test, the state bears the
burden of establlishing that it has a compelling interest that justifies the law
and that the distinctions drawn are necessary to further its purpose. (Ibid.)
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Petitiorlers assert that the marriage laws should receive strict scrutiny
because they supposedly burden a fundamental interest and discriminate
based on gender and sexual orientation. As will be explained below, the
marriage laws need not receive strict scrutiny based on any of these
rationales. The Court of Appeal concluded that the marriage laws satisfied
the rational basis test, and the court was correct - both in its application of a
rational basis standard and in holding that the marriage laws satisfied that
test.
Some have argued that the question whether same-sex couples may
marry falls into a special category where the usual dichotomous methodology
- "rational basis" or "strict scrutiny" - seems unduly wooden, even if no
fbndamental interests or suspect classifications are at issue under applicable
precedent. Indeed, opinions of the United States Supreme Court itself
evince discomfort with a "test of extremes" in evaluating some
classifications.
The state accordingly suggests that, in the event the Court should
conclude that ?he classification at issue here warrants a showing of
something moire than mere rational basis, it is not necessary for the Court to
leap to the other extreme - strict scrutiny. This Court's precedent is
sufficiently open to the possibility of "heightened or "intermediate" scrutiny
in cases involving "sensitive" classifications, and such a level of scrutiny
could reasonably be applied here without disturbing existing tests for suspect
classifications. As wjll be demonstrated, however, the state's interest in
preserving traclitional marriage is sufficiently important to satisfi even a
heightened level of scrutiny.
A. The Marriage Laws Do Not Discriminate Based on Gender Because
They Do Not Favor One Gender Over Another.
Petitioners contend that the marriage laws should be subject to strict
scrutiny because they discriminate based on gender. This position lacks
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merit under carehl review. The marriage laws do not discriminate based on
gender because they do not prefer one gender over the other. Simply stated,
both men and women are equally entitled to the benefits of marriage. Family
Code section 300 provides in pertinent part that "[mlarriage is a personal
relation arising out of a civil contract between a man and a woman, to which
the consent of the parties capable of making the contract is necessary."
Family Code section 308.5 provides that "[olnly marriage between a man
and a woman iis valid or recognized in California." Nothing in the plain
language of these statutes discriminates based on the basis of gender.
The equal protection clause of the California Constitution protects
against "disparate" treatment of one gender over another. (Michelle W. v.
Ronald W. (1985) 39 Cal.3d 354,364.) Numerous cases, both from this
Court and the high court, support the proposition that sex discrimination
occurs when one gender is favored over another. (Arp. v. Workers ' Comp.
Appeals Bd. (1977) 19 Cal.3d 395,407 [invalidating workers' compensation
law that presumed that all widows were dependent on their husbands for
purposes of survivor benefits but did not extend that presumption to
widowers]; Un!itedStates v. Virginia (1996) 518 U.S. 515, 555-556 [holding
that statute preventing women from attending Virginia Military Institute
violated equal protection]; Mississippi Univ. for Women v. Hogan (1982)
458 U.S. 7 18, '731 [invaliding admission policy excluding males from
nursing school'];Koire v. Metro Car Wash (1 985) 40 Cal.3d 24,27 [holding
that price discounts offered to women but not men violated the Unruh Act
because "public policy in California demands equal treatment of men and
women"]; Gay Law Students Assn. v. Pac. Telephone & Telegraph Co.
(1979) 24 Cal.3d 458,490 [holding that discrimination against homosexuals
did not constitute sex discrimination under anti-discrimination law].) But
equal protectioin is not denied if both genders are treated the same. (See
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15. See Baehr, supra, 852 P.2d at pp. 67-68. The Baehr opinion
cited was only the opinion of two justices of the five-member Hawaii
Supreme Court..
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16. Based on the erroneous assumption that the marriage laws are a
mere vestige o:Fsexism, petitioners cite cases in which this Court either
invalidated outmoded common law rules to remove sexist assumptions (see,
e.g., Selfv. Seljf(1962) 58 Cal.2d 683,684 [abandoning common law
doctrine of interspousal tort immunity "[b]ecause the reasons upon which the
[doctrine] was predicated no longer exist"]) or interpreted statutes governing
family law situations to reflect contemporary realities. (See, e.g., DeBurgh v.
DeBurgh (1952) 39 Cal.2d 858, 870-871 [rejecting "mechanical
application" of'the "widely condemned doctrine of recrimination in divorce
proceedings without invalidating the doctrine entirely].) But the judicial
responsibility for removal of a "moribund rule" from the common law
(Traynor, Statutes Revolving in Common-Law Orbits, 17 Cath. U.L.Rev.
40 1 (1968), reprinted in The Traynor Reader (1987) p. 169) and the ongoing
application of statutes to new situations are quite distinguishable from what
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Petitioners' claim that the marriage statutes should receive strict scrutiny
because they supposedly discriminate based on gender should therefore be
rejected, and rational basis review should be applied.
B. The Marriage Statutes Do Not Discriminate Based on Sexual
Orientation Because They Do Not Favor One Sexual Orientation
Over Another.
Petitionlers assert the laws restricting marriage to opposite-sex unions
constitute sexual orientation discrimination. They krther ask this Court to
hold, for the first time, that sexual orientation classifications are subject to
strict scrutiny. Their assertion is incorrect, and their request seeks an
extension of the law that is unwarranted.
Family Code sections 300, 301, 302 and 308.5 do not facially
discriminate against gay men and lesbians because the statutes make no
mention of sexual orientation. Nor do they make heterosexuality a
requirement fo'r a marriage license. (Cf. Koebke v. Bernardo Heights
Country Club, supra, 36 Cal.4th at pp. 853-854 [country club's policy of
using marriage! as criterion for allocating benefits did not constitute facial
sexual orientation discrimination even though it "necessarily denies such
benefits to all of its homosexual members who . . . are unable to marry"].)
The lower court held that the marriage statutes, despite their facial
neutrality, amount to actionable sexual orientation discrimination based on a
disparate irnpalct theory. (Opn. at pp. 39, citing Personnel Administrator of
Mass. v. Feenty (1979) 442 U.S. 256,272-274.) This was incorrect.
To show that a facially neutral law discriminates unconstitutionally
based on a disparate impact theory, a challenger must show that the "impact
can be traced to a discriminatory purpose." (Personnel Administrator of
Mass. v. Feeney, supra, 442 U.S. at p. 272.) "[Ilmpact provides an
18. Cf. Andersen v. King County, supra, 138 P.3d at p. 981, fn. 15
(plur. opn.) [the assumption that legislators who supported law barring same-
sex marriage diid so out of discriminatory intent "fails to consider that
traditional and generational attitudes toward marriage may have contributed
to the vote by any individual legislator as well as the possibility that
legislators who were favorably disposed toward same-sex marriage were
nevertheless colncerned with developments in other states, including the
amendments to state constitutions"].
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19. This provision has been amended and now states: "A person may
not be disqualified from entering or pursuing a business, profession,
vocation, or employment because of sex, race, creed, color, or national or
ethnic origin." (Cal. Const., art. I, § 8.)
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page47 of 96
believed that the trend in high court jurisprudence was toward strict scrutiny.
"An analysis of classifications which the Supreme Court has previously
designated as suspect reveals why sex is properly placed among them. Such
characteristics include race, lineage or national origin, alienage and poverty,
especially in conjunction with criminal procedures." (Id. at p. 18, citations
omitted.)
Sex, like race and lineage, is an immutable trait, a status into which
the class members are locked by accident of birth. What
differentiates sex from nonsuspect classes, such as intelligence or
physical disability, and aligns it with recognized suspect
classifications is that the characteristic frequently bears no relation to
ability to perform or contribute to society. The result is that the whole
class is relegated to an inferior status without regard to the
capabilities or characteristics of its individual members. . . . [I]
Another characteristic which underlies all suspect classifications is
the stigma of inferiority and second class citizenship associated with
them. Wornen, like Negroes, aliens and the poor have historically
labored under severe legal and social disabilities.
(Id. at pp. 18- 19.) Consequently, the Court held, strict scrutiny should apply
to gender classifications. (Id. at p. 20.)
The high court did not proceed entirely in the direction anticipated by
Sail 'er Inn. Six months after Sail 'er Inn, the United States Supreme Court
applied a ratiorial relationship test to a gender classification in Reed v. Reed
(197 1) 404 U.S. 7 1, 75. In 1973, a plurality opinion in Frontier0 v.
Richardson (1973) 41 1 U.S. 677, opined that gender was a suspect
classification. (Id. at p. 682 (plur. opn.).) But in 1976 the majority in Craig
v. Boren (1976) 429 U.S. 190, held that gender classifications would receive
intermediate scrutiny rather than strict scrutiny. Craig stated that
"classifications by gender must serve important government objectives and
must be substantially related to the achievement of those objectives." (Id. at
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In United States v. Virginia (1996) 518 U.S. 515, the Supreme Court
explained why sex is not a proscribed classification. (Id. at p. 533.)
"Supposed 'inherent differences' are no longer accepted as a ground for race
or national origin discrimination," the Court stated. (Id. at p. 533, citing
Loving v. Virginia, supra, 388 U.S. 1.) "Physical differences between men
and women, however, are enduring . . . ." (Id. at p. 533.) These differences
between the sexes "remain cause for celebration, but not for denigration of
the members of either sex or for artificial constraints on an individual's
opportunity." (Ibid.) While the Supreme Court in United States v. Virginia
held that Virginia failed to show an "exceedingly persuasive justification"
for a differential treatment based on gender (5 18 U.S. at pp. 533-534)' the
Court subsequc:ntly held that this phrase is only synonymous with the
longstanding intermediate scrutiny test. (Nguyen v. Immigration &
Naturalization Sew. (2001) 533 U.S. 53'73 ["[Aln 'exceedingly persuasive
justification' is established 'by showing at least that the classification serves
'important governmental objectives and that the discriminatory means
employed' are 'substantially related to the achievement of those
objectives'"] .)
As the lJnited States Supreme Court's gender discrimination
jurisprudence developed after Sail 'er Inn, its general approach to
determining the existence of new suspect classifications also developed. In
Graham v. Richardson (1971) 403 U.S. 365, the high court cited the
Carolene Products rationale in holding that legal resident aliens constituted
"a prime example of a 'discrete and insular minority' for whom such
heightened judicial solicitude is appropriate." (Id. at p. 372, citation
0mitted.y Two years later, the Court held in San Antonio Independent
20. The hlgh court later held that illegal aliens, unlike the legal aliens
at issue in Graham, "cannot be treated as a suspect class because their
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page49 of 96
(Id. at p. 445.)
Meanwhile, the United States Supreme Court has continued to apply
strict scrutiny 1.0 race-based classifications in "every context, even for so-
called 'benign" racial classifications . . . ." (Johnson v. California (2005)
543 U.S. 449, 505 [policy of segregating inmates by race during evaluation
by prison authorities violated equal protection].) Strict scrutiny applies
because of "special fears" that racial classifications may be "motivated by an
invidious purpose." (Ibid.)
The equal protection provisions in the California Constitution are
"'substantially the equivalent o f the guarantees contained in the Fourteenth
Amendment," but also have an "'independent vitality. "' (Kasler v. Lockyer
(2000) 23 Cal.4th 472,481, citations omitted.) These provisions may in
certain cases require an analysis that varies somewhat from the analysis
employed under the United States Constitution. (Ibid.) Nevertheless, this
Court and the courts of appeal have generally used the same criteria, finding
their roots in Carolene Products, to determine the existence of a suspect
classification that the United States Supreme Court has employed.
Using the Carolene Products rationale, this Court found that resident
aliens are a suspect classification under both the United States and California
bill that was passed by the Legislature and vetoed by the Governor, and
essentially ask this Court to write those findings into law by judicial fiat.22'
Yet the ability to pass this legislation through the Legislature and the
numerous othe:r pieces of recently enacted legislation addressing the gay and
lesbian community's concern, demonstrate "a distinctive legislative
response" that counsels against recognition of a new suspect classification.
(City of Cleburne v. Cleburne Living Ctr., supra, 473 U.S. at p. 443.)
The Rylrzer petitioners point out that "lesbians and gay men have been
the target of repeated efforts to use the majoritarian political process to deny
them basic 1eg;slprotections." (Rymer Br. at p. 33.) This is undoubtedly true
(although the the Rymer petitioners are wrong to cite Proposition 22 among
such measures:). Nevertheless, the fact that laws reflecting homophobia have
sometimes been enacted does not demonstrate an inability to use the
majoritarian political process to seek redress.
The status of gay men and lesbians as a minority group likewise does
not by itself support finding a suspect classification without a showing of
political powerlessness. California is a very diverse state. There is no racial
majority group in the state. At least 1.4 percent of couples in California are
same-sex couples, the highest percentage in the United States. (S.F. R.A.
189.) Accordi~igto Professor John Hart Ely, the idea of discrete and insular
minorities was intended in Carolene Products to identify minority groups
who were in such a position that they could not protect their interests in the
political system even through "mutual defense pacts" with other groups.
23. Thle Rymer petitioners cite Professor Ely for the proposition that
sexual orientalion classifications should be subject to strict scrutiny. Writing
in 1980, Professor Ely reasoned that the "serious social costs" entailed in
revealing a hoimosexual orientation combined with severe prejudice against
homosexuals "renders classifications that disadvantage homosexuals
suspicious." (Ely, Democracy and Distrust, supra, at p. 163.) However,
Professor Ely acknowledged that "[tlhis situation seems to be changing,
precisely because gays are increasingly willing to bear the brunt of our
prejudices in tlhe short run in order to diminish them in the long run. I'll be
delighted if this book remains in print long enough to render this discussion
obsolete." (Id, at p. 255, h.91.) Thus, Professor Ely's conclusion with
regard to suspc:ct classifications appears a bit dated, as does his suggestion
that anti-sodorny laws might be constitutional based on moral grounds, a
conclusion that is now untenable in light of Lawrence v. Texas. (Id. at pp.
255-256, h.92.)
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page56 of 96
might have been true in Washington State when it was made in 1989, and
may be true elsewhere in the United States today, it is fortunately not true in
California in 2007.
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page58 of 96
Board of MedifcalExaminers, supra, 11 Cal.3d at pp. 16- 17; Sail 'er Inn v.
Kirby, supra, 5 Cal.3d at p. 16).) But as this Court has noted, the United
States Supreme Court has in recent years applied a standard higher than
rational basis review to some classifications. (Warden v. State Bar of
California ( 1 999) 2 1 Cal.4th 628, 64 1, fn. 7 [declining to apply intermediate
scrutiny in cha~llengeto continuing legal education program but noting
federal cases dlecided after D 'Amico applying intermediate scrutiny].)
Rational basis review would appropriately apply under existing
California precedent as the default standard that governs when neither a
suspect classification nor a fbndamental interest is implicated. (Hernandez v.
City of Hanfor-d (June 7,2007, S 143287) - Cal.4th - [2007 WL
1629830, p. l:!].) But the dichotomous approach has been subject to
criticism from scholars as well as judges. Justice Mosk observed nearly 30
years ago that "[tlhe vice of the binary theory . . . is that it applies either a
standard test that is virtually always met (the rational relationship test) or one
that is almost never satisfied (the strict scrutiny test)." (Hays v. Wood (1979)
25 Cal.3d 772,796 (conc. opn. of Mosk, J.); see also Gunther, Forward: In
Search of Evor'ving Doctrine on a Changing Court: A Model for a Newer
Equal Protection, supra, 86 Haw. L. Rev. at p. 8 [contrasting "scrutiny that
was 'strict' in theory and fatal in fact" with traditional rational basis review
that provides '"minimal scrutiny in theory and virtually none in fact"].)
The United States Supreme Court has responded to the sharp
dichotomy between strict scrutiny and rational basis in two ways. First, the
high court has applied intermediate scrutiny to certain classifications. (Craig
v. Boren, supra, 429 U.S. at p. 197 [gender classification subject to
intermediate sc:rutiny].) Second, some cases have applied "rational basis
review" that is functionally some form of heightened review. For example,
in U.S. Department of Agriculture v. Moreno (1973) 4 13 U.S. 528, a portion
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page60 of 96
of the Food Stamp Act that rendered ineligible any household containing
persons who were unrelated to each other was struck down upon a finding
that it was intended to prevent "hippies" from utilizing the program. (Id. at
pp. 529, 534.) In rejecting the federal government's assertion that the rule
was a protectialn against fraud, the Supreme Court held that the law lacked a
rational basis blecause it reflected "a bare congressional desire to harm a
politically unpopular group . . . ." (Id. at p. 534; see also City of Cleburne v.
Cleburne Living Center, supra, 473 U.S. at p. 450 [invalidating ordinance
requiring a permit for a group home because it rested on "irrational prejudice
against the melitally retarded"] .)
Cases in this line have been viewed as malung "unacknowledged
departures frorn the deferential rational-based standard without defining a
new lund of scrutiny." (Baker v. State of Vermont, supra, 744 A.2d at p. 872
fn. 5.) They hive been described as demonstrating that "[tlhe edges of the
tripartite division [of federal equal protection analysis] have thus softened,
and there has been at least a modest convergence away from tiers and toward
general balanc ing of relevant interests." (Sunstein, Foreward: Leaving
Things Undecided (1996) 110 Harv. L. Rev. 1,77.)
The Court should properly be reluctant to modify formally the
standards of equal protection review, but some could reasonably conclude
that special co~lsiderationsshould govern the choice of a standard in this
case. The marriage laws implicate issues of great personal significance, and
while marriage: is no longer the exclusive means of forming a family unit
now that domestic partnership is available (Koebke v. Bernardo Heights
Country Club, supra, 36 Cal.4th at p. 843), marriage undeniably provides
one long-honored way to form a family. Also, the legal preservation of
traditional marriage does exclude same-sex couples, and that exclusion falls
almost exclusively upon gay men and lesbians. While there are reasons,
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page61 of 96
may sometime:; be warranted, but more often it represents only the untested
wisdom of a si:nglegeneration.
Burke and other political philosophers have, of course, recognized
that respect for tradition is not inconsistent with notions of progress. As
Burke himself noted, "a state without the means of some change is without
the means of its conservation." (Burke, Reflections on the Revolution in
France, para. 36 (1790), reprinted in The Portable Edrnund Burke, supra, p.
424.) But carelfid, measured organic change is more likely to be easily
absorbed by society and less likely to run afoul of the law of unintended
consequences. In the present situation, one unintended and unfortunate
consequence of too radical a change is the possibility of backlash, both
within the state and throughout the country that the state is currently helping
to lead.
Even a child is familiar with the common-sense adage: "If it ain't
broke, don't fix it." California's treatment of same-sex unions isn't remotely
broken at all. Instead, it is the result of a hlly-functioning political process
that is treating,,and will continue to treat, same-sex couples with respect and
equality.
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page64 of 96
(Id. at p. 922.)
Petitioners would like to view the state's maintenance of its
traditional definition of marriage and its domestic partnership system in
isolation from each other. But the Court of Appeal recognized that the state's
interest in preserving the definition of "marriage" as a union between a man
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page65 of 96
was no legitimate reason to deny same-sex couples the same rights and
benefits as were given to married couples. (Id. at p. 453 .)
But the court declined to compel New Jersey to authorize same-sex
marriage. Instead, it allowed the New Jersey Legislature to determine
whether to legalize same-sex marriage or to provide the rights and benefits
associated with marriage to same-sex couples through another means. (Id. at
p. 459.) The court stated, "[b]ecause this State has no experience with a
civil union construct that provides equal rights and benefits to same-sex
couples, we will not speculate that identical schemes called by different
names would create a distinction that would offend" equal protection. (Ibid.)
"Under our equal protection jurisprudence, however, plaintiffs' claimed right
to the name of marriage is surely not the same now that equal rights and
benefits must be conferred on committed same-sex couples." (Id. at p. 458.)
Finally, the coilrt addressed dissenters who claimed that it should simply
require same-azx marriage as a remedy rather than leaving the choice to the
legislature:
Some may think that this Court should settle the matter, insulating it
from public: discussion and the political process. Nevertheless, a
court must discern not only the limits of its own authority, but also
when to exercise forbearance, recognizing that the legitimacy of its
decisions rests on reason, not power. We will not short-circuit the
democratic process from running its course.
(Id. at p. 46 1.)
The outcome in New Jersey was comparable to the holding of the
Vermont Suprc:me Court, which concluded that same-sex couples were
entitled to all of the benefits and protections given to married couples but not
a marriage 1ice.nse. (Baker v. State of Vermont, supra, 740 A.2d at p. 867.)
That court stated: "Whether this ultimately takes the form of inclusion within
the marriage laws themselves or a parallel 'domestic partnership' system or
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page73 of 96
informed the right to marry have been given to same-sex couples through the
Domestic Parbnership Act. Precedents of this Court and the United States
Supreme Court explain that consideration of a newly-asserted hndamental
interest must blegin with a '"carehl description' of the asserted liberty
interest." (Dawn D. v. Superior Court (1998) 17 Cal.4th 932,941, quoting
Glucksberg, szpra, 52 1 U.S. at p. 72 1.) "The next step is to determine
whether this interest is constitutionally protected." (Ibid.) This
determination asks whether the asserted interest is "'deeply rooted in this
Nation's histoiry and tradition,' and 'implicit in the concept of ordered
liberty,' such that 'neither liberty nor justice would exist if [the interest were]
sacrificed."' (Glucksberg, supra, 521 U.S. at p. 721 .pl
30. The dissent in the Court of Appeal would have disregarded these
longstanding limitations on the recognition of new hdamental rights.
Instead, the dissent suggested that Lawrence v. Texas, supra, 539 U.S. 558,
changed the applicable analysis. However, Lawrence did not repudiate the
high court's prior approach to recognizing fundamental rights. Rather, the
high court considered historical practices and traditions in overruling Bowers
v. Hardwick, supra, 478 U.S. 186. Lawrence reexamined the historical
practices and traditions underlying Bowers, concluding that Bowers was
wrongly decided based on prevailing practices and traditions at the time
when it was decided. (Lawrence, supra, 539 U.S. at p. 571.) Lawrence also
considered more recent laws and traditions in concluding that our legal
history "showl:s] an emerging awareness that liberty gives substantial
protection to adult persons in deciding how to conduct their private lives in
matters pertaining to sex." (Id. at p. 572.) Thus, the dissent's view that the
prudential lim~tson recognizing new fundamental rights claims have been
removed was erroneous. This conclusion is supported by post-Lawrence
decisions from state and federal appellate courts that have continued to
analyze fundamental rights claims to determine if they are deeply rooted in
our constitutional traditions. (See, e.g., Raich v. Gonzales (9" Cir. Mar. 27,
2007) -F . 3 d , 2007 WL 754759 [no hndamental right to medical
marijuana useII; Coshow v. City of Escondido (2005) 132 Cal.App.4th 687,
709 [holding that there is no hndamental right to drink unfluoridated water];
People v. Sanlos (2007) 147 Cal.App.4th 965,979 [holding that there is no
deeply rooted right to question jurors about their deliberative process after
the verdict as il component of the right to an impartial jury]; Note, The
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page76 of 96
government benefits, property rights and "less tangible benefits." (Id. at pp.
95-96.) As in its other cases, there can be little doubt that the high court was
considering tht: constitutional claim in the context of a traditional male-
female marriage. Moreover, the central issue in Turner was the test to be
used in evaluating restrictions imposed upon the constitutional rights of
prisoners. Thus, the Court did not speak to whether the right to marriage in
issue was grounded in principles of due process or in equal protection. (See
Sunstein, 7he Right to Marry (2005) 26 Cardozo L. Rev. 208 1,2089.)
In light of these cases, the "right to marriage" appears unique among
fundamental rights. Although marriage is described as fundamental, the
high court aclu~owledgedthat it can be subject to merely "reasonable"
regulation. (Zablocki v. Redhail, supra, 434 U.S. at pp. 386-387.) This
observation is consistent with California precedent holding that "'the
Legislature has full control of the subject of marriage and may fix the
conditions under which the marital status may be created or
terminated . . . ."' (Lockyer v. CCSF, supra, 33 Cal.4th at p. 1074, citation
~rnitted.~
Such pllenary power over marriage belies the idea that marriage is a
fundamental interest in the same way as other interests are deemed
fundamental. Petitioners admit that the right to civil marriage has been
subject to dynimic changes through the years. (City Br. at pp. 25-26.) And
academics have even posited that the states could abolish civil marriage if
they wished, leaving the institution to private institutions, including
churches. (Sunstein, The Right to Mary, supra, 26 Cardozo L. Rev. at pp.
2 1 15-2 1 17,21 19-2120; Zelinsky, Deregulating Marriage: The Pro-
Marriage Casefor Abolishing Civil Marriage (2006) 27 Cardozo L. Rev.
1 161, 1182 [olbserving that "a legal world without civil marriage is workable
and not as different from the status quo as many might suppose"].) Such
recognition of the state's broad authority to regulate - or not regulate - in
thls area underscores the difference between marriage and other asserted
fundamental rights, which could hardly be "deregulated" in a similar
manner.
But what cannot be deregulated is the right to have a private
relationship wi~tha beloved person. (Pull, Questioning the Fundamental
Right to Marry, supra, 90 Marq. L. Rev. at p. 62.) One commentator,
distinguishing this right from civil marriage, calls this "personal-marriage."
(Ibid.) Such a right "can summon in its defense many long-recognized
constitutional protections (the autonomy of the household; freedom of
speech; liberty to associate with fhends of one's choosing; freedom of
conscience) along with more recently-birthed constitutional protections (for
privacy and se:lcual behavior)." (Id. at p. 76.)
This idea of marriage was recognized at common law, which
described marriage as a relationship "'by which a man and woman
reciprocally engage to live with each other during their joint lives, and to
discharge toward each other the duties imposed by law on the relation of
husband and wife."' (Mott v. Mott, supra, 82 Cal. at p. 416, citation
omitted.) This right was always described in the context of the male-female
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page81 of 96
relationship, for the simple reason that neither law nor society recognized the
existence of committed same-sex relationships. But to say that the law never
recognized a right in one man to marry another, or a right in one woman to
marry another, is not to say that the profound human rights which are
historically encompassed by the shorthand phrase "right to marry" when
speaking of a nnan and a woman do not exist as a matter of law for persons
seeking the same kind of life-partnership with another of the same sex.
The hurnan rights that inform a man's right to marry a woman, and
vice versa, have been recognized for same-sex couples by the California
Legislature. To the extent that it derives from California law, there is no
right, benefit, privilege, or responsibility that can be accomplished by a
marriage contriict that cannot be accomplished by a domestic partnership.
This Court's explanation of common law marriage as a relationship "by
which [two pelsons] reciprocally engage to live with each other during their
joint lives, and to discharge toward each other the duties imposed by law on
the relation of lhusband and wife" (82 Cal. at p. 4 16) is virtually echoed in
the definition of a domestic partnership: "two adults who have chosen to
share one another's lives in an intimate and committed relationship of
mutual caring." (Fam. Code, 5 297, subd. (a).)
The judicially-recognized "right to marry" is not about the label; it is
about freedom from governmental interference in personal relationships.
And same-sex couples are now as free to join as life partners in domestic
partnership as opposite-sex couples are free to marry. Saving only what
cannot be provided by California law alone, whatever rights can be said to
be guaranteed for a man and a woman by the state Constitution's due
process clause under the rubric "right to marry," can now be enjoyed by
persons of the same sex in the right to join together as domestic partners.
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page82 of 96
privacy interest or that the law constitutes a serious invasion of their privacy.
They also cannot show that their right of freedom of association or
expression has been infringed upon.
CONCLUSION
For the foregoing reasons, the state respectfully requests that the
judgment of the Court of Appeal upholding the marriage statutes against
constitutional challenge be affirmed.
Dated: June 14,2007
Respectfully submitted,
CERTIFICATE OF COMPLIANCE
[Pursuant to California Rules of Court, rule 8.204(~)(1)]
Respectfully submitted,
EDMUND G. BROWN JR.
Attorney General of the State of California
JAMES M. HUMES
Chief Deputy Attorney General
MANUEL M. MEDEIROS
State Solicitor General.
DAVID S. CHANEY
Chief Assistant Attomey General
STACY BOULWARE EURIE
Senior Assistant Attorney General
I declare:
I am employed in the Office of the Attorney General, which is the office of a member of the
California State Bar, at which member's direction this service is made. I am 18 years of age or
older and not a party to this matter; my business address is: 1300 I Street, Suite 125, P.O. Box
944255, Sacramento, CA 94244-2550.
-
PLEASE SEE ATTACHED SERVICE LIST
I declare under penalty of perjury under the laws of the State of California the foregoing is true
and correct and that this declaration was executed on June 14,2007, at Sacramento, California.
/
Toni Melton laKi
Declararlt Signature
10349425 wpd
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page90 of 96
Representing Petitioner City and County Representing Petitioner City and County
of San Francisco: of San Francisco:
Telephone:
Facsimile:
(415) 554-4708
(415) 554-4745
Telephone:
Facsimile:
(415) 434-1600
(415) 2 17-5910 I
Representing Goverrror Arnold
Schwarzenegger and State Registrar of
Vital Statistics Teres:ita Trinidad:
Kenneth C. Mennemeier
Kelcie M.Gosling
MENNEMEIER, GLASSMAN & STROUD,LLP
980 9'h Street, Suite 1;'00
Sacramento, CA 958 14-2736
Telephone: (9 16 ) 553-4000
Facsimile: (916 ) 553-401 1
1. These cases were consolidated by the Court of Appeal in an order dated December 1,2005.
Case3:09-cv-02292-VRW Document8-13 Filed05/28/09 Page91 of 96
Kenneth C. Mennemeier
Kelcie M. Gosling
MENNEMEIER, GLASSMAN & STROUD, LLP
See listing above under CCSF v. State of
California
Proposition 22 Legal Defense and Education Fund v. City and County of San Francisco
California Court of Appeal, First Appellate District Case No. A110651
San Fralacisco County Superior Court Case No. CGC-04-503943
consolidated with
Campaign for California Families v. Newsom
California Court of Appeal, First Appellate District Case No. A110652
San Francisco County Superior Court Case No. CGC-04-428794
Kenneth C. Mennemei~er
Kelcie M. Gosling
MENNEMEIER, GLASSMAN& STROUD,LLP
See listing above under CCSF v. State of
California
COURTS
EXHIBIT N
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DECLARATION OF JAMES A. CAMPBELL IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
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3 Knight, Martin F. Gutierrez, Hak-Shing William Tam, Mark A. Jansson, and Proposition 8
6 the Petition for Extraordinary Relief filed in the California Supreme Court in Bennett v. Bowen, No.
7 S164520.
9 order issued by the California Supreme Court on July 16, 2008, in Bennett v. Bowen, No. S164520,
11 4. Exhibit I to Proposed Intervenors’ Motion to Intervene is a true and accurate copy of the
12 Amended Petition for Extraordinary Relief filed in the California Supreme Court on November 5,
15 order issued by the California Supreme Court on November 19, 2008, in Strauss v. Horton, No.
16 S168047, which granted Proposed Intervenors’ request to intervene in that challenge to Proposition
17 8.
19 the Answer Brief of the Attorney General filed in Response to the Petition for Extraordinary Relief
22 order issued by the United States District Court for the Central District of California on May 6,
23 2009, in Smelt v. United States, Case No. SACV-09-286 DOC (MLGx), which granted Proposed
26 the Answer Brief of State of California and the Attorney General to Opening Brief on the Merits
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DECLARATION OF JAMES A. CAMPBELL IN SUPPORT OF PROPOSED INTERVENORS’ MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
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[PROPOSED] ORDER GRANTING MOTION TO INTERVENE OF DENNIS HOLLINGSWORTH, GAIL J. KNIGHT, MARTIN F.
GUTIERREZ, HAK-SHING WILLIAM TAM, MARK A. JANSSON, AND PROTECTMARRIAGE.COM – YES ON 8, A PROJECT OF
CALIFORNIA RENEWAL – CASE NO. 09-CV-2292 VRW
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2 Gutierrez, Hak-Shing William Tam, and Mark A. Jansson, and Proposition 8 Campaign Committee
3 ProtectMarriage.com – Yes on 8, a Project of California Renewal have demonstrated that they are
4 entitled to intervene in this lawsuit. Therefore, the Court finds that Proposed Intervenors’ Motion
10 Date:
UNITED STATES DISTRICT JUDGE
11 CHIEF JUDGE VAUGHN R. WALKER
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GUTIERREZ, HAK-SHING WILLIAM TAM, MARK A. JANSSON, AND PROTECTMARRIAGE.COM – YES ON 8, A PROJECT OF
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CERTIFICATE OF SERVICE FOR MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-16 Filed05/28/09 Page3 of 4
1 I, Joshua Tijerina, declare that I am over the age of 18 years and not a party to this case. I
2 also declare that on May 28, 2009, I served the Proposed Intervenors’ Notice of Motion and Motion
3 to Intervene, and Memorandum of Points and Authorities in Support of Motion to Intervene and
4 supporting papers via UPS Overnight delivery on the following parties to this action:
8 Mark B. Horton
Director of the California Department of Public Health
9 and State Registrar of Vital Statistics
California Dept of Health Office of Legal Services
10 1501 Capitol Ave., MS0506
11 Sacramento, CA 95814
12 Linette Scott
Deputy Director of Health Information & Strategic Planning
13 for the California Department of Public Health
California Dept of Health Office of Legal Services
14 1501 Capitol Ave., MS0506
15 Sacramento, CA 95814
16 Patrick O’Connell
Clerk-Recorder for the County of Alameda
17 Alameda County Clerk-Recorder’s Office
1106 Madison Street
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Oakland, CA 94607
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Dean C. Logan
20 Registrar-Recorder/County Clerk for the County of Los Angeles
12400 Imperial Highway
21 Norwalk, CA 90650
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CERTIFICATE OF SERVICE FOR MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW
Case3:09-cv-02292-VRW Document8-16 Filed05/28/09 Page4 of 4
1 On May 28, 2009, I served the foregoing documents on Attorney General Edmund G.
2 Brown, Jr., pursuant to an agreement with the Attorney General’s Office (for purposes of this motion
3 only), via email and United State First-Class mail to the following addresses:
4 Mark Beckington
5 Deputy Attorney General
Office of the Attorney General
6 300 South Spring St., Suite 1702
Los Angeles, CA 90013-1230
7 mark.beckington@doj.ca.gov
8
9 On May 28, 2009, I caused the foregoing documents to be filed electronically with the Clerk
10 of Court through ECF, and ECF will send an e-notice of the electronic filing to the following
11 attorneys for Plaintiffs:
12 Theodore B. Olson – tolson@gibsondunn.com
Theodore J. Boutrous, Jr. – tboutrous@gibsondunn.com
13
David Boies – dboies@bsfllp.com
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15 I declare under penalty of perjury under the laws of the United States of America that the
16 foregoing is true and correct. Executed on May 28, 2009, at Scottsdale, Arizona.
17
18 /s Joshua Tijerina
Joshua Tijerina
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CERTIFICATE OF SERVICE FOR MOTION TO INTERVENE
CASE NO. 09-CV-2292 VRW