12 F.4th 376
4th Cir.2021Background
- West Virginia Code § 3-6-2(c)(3) requires partisan ballots to list first the candidates of the party whose presidential nominee won the state in the last presidential election (the “ballot-order statute”).
- Plaintiffs: West Virginia Democratic Party organizations and individuals including candidate Dakota Nelson challenged the statute as violating the First and Fourteenth Amendments by diluting votes through a ballot-position "primacy effect."
- At bench trial the district court credited plaintiffs’ expert (Dr. Krosnick), finding a likely primacy advantage (~2.94%) that was outcome-determinative in numerous races, and declared the statute unconstitutional; it enjoined use of the statute.
- Defendants (Secretary of State and county clerk/ballot commissioners) defended the statute as neutral and justified by interests in administrative efficiency, voter clarity, and reduced error; they appealed and sought a stay, which was granted.
- The Fourth Circuit (Keenan majority) held Nelson established Article III standing and that the claims are justiciable, but concluded—relying on Anderson/Burdick and Libertarian Party of Va. v. Alcorn—that the statute is neutral, imposes at most a modest burden, and is justified by West Virginia’s important regulatory interests; it vacated and remanded to dismiss. Judge Wynn dissented, arguing the burden is substantial and discriminatory.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Standing | Nelson (candidate) alleges concrete, particularized injury from being listed below opposing-party candidates and loss of windfall votes | The harm is generalized partisan dilution based on an average primacy effect and is not traceable/redressable | Nelson has Article III standing; jurisdiction satisfied |
| Political-question / Justiciability | Anderson/Burdick gives manageable standards; courts can resolve ballot-order claims | Rucho shows courts should avoid allocating partisan advantages; this is a nonjusticiable political question | Not a political question; courts may adjudicate under Anderson/Burdick |
| Constitutional burden (First/Equal Protection) | Statute produces a substantial, outcome-determinative primacy effect that discriminates against Democrats | Statute neutrally allocates positional bias; burden at most modest because parties can obtain top position every 4 years | Statute is neutral and places at most a modest burden on plaintiffs’ rights |
| State interests / Tailoring | Plaintiffs: administrative interests do not justify substantial, discriminatory burden; feasible less-burdensome alternatives exist | Defendants: important interests in voting efficiency, reduced confusion, and administrability justify the neutral rule | State’s important regulatory interests justify the modest burden; statute upheld |
Key Cases Cited
- Libertarian Party of Virginia v. Alcorn, 826 F.3d 708 (4th Cir. 2016) (applied Anderson/Burdick to ballot-order claim; neutral allocation of positional bias upheld)
- Rucho v. Common Cause, 139 S. Ct. 2484 (2019) (partisan gerrymandering claims present nonjusticiable political questions)
- Anderson v. Celebrezze, 460 U.S. 780 (1983) (framework for balancing burdens of election laws against state interests)
- Burdick v. Takushi, 504 U.S. 428 (1992) (refined Anderson balancing for challenges to election regulations)
- Gill v. Whitford, 138 S. Ct. 1916 (2018) (standing requirements for partisan gerrymandering claims; caution about ‘‘average’’ statewide metrics)
- Jacobson v. Florida Secretary of State, 974 F.3d 1236 (11th Cir. 2020) (standing rejected for ballot-order challenge lacking particularized member injury)
- Pavek v. Donald J. Trump for President, Inc., 967 F.3d 905 (8th Cir. 2020) (addressed ballot-order statute under Anderson/Burdick; manageable standards available)
