17 F.4th 919
9th Cir.2021Background
- Plaintiffs: Montana Green Party and eight registered Montana voters sued the Montana Secretary of State challenging parts of Montana’s primary ballot-access scheme (signature total, geographic distribution tied to 5% of votes for the prior gubernatorial winner, and filing deadlines).
- In 2018 the Green Party submitted ~10,160 petition signatures (majority collected by a private firm, AMT); county verification initially certified the Party but the Montana Supreme Court invalidated 87 signatures from eight house districts, leaving the Party short by 13 signatures and resulting in decertification.
- Montana law (as applied in 2018) required statewide signatures equal to the lesser of 5,000 or 5% of votes for the last successful governor, plus signatures from at least 34 of 100 state house districts equal to the lesser of 150 or 5% of that district’s votes for the prior gubernatorial winner.
- The district court granted summary judgment to the Secretary on First Amendment and Equal Protection claims; the Ninth Circuit affirmed as to First Amendment association/effective-vote claims but reversed as to Equal Protection (one-person, one-vote) for the 5%-per-district formula.
- The court found the 2021 statutory amendments did not moot the appeal and remanded, leaving unresolved whether the invalid 5% distribution provision is severable from the rest of Montana’s scheme.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Mootness of appeal after 2021 statutory amendments | Amendments do not cure the core injury; appeal remains live | Amendments change challenged provisions and may moot the case | Not moot — amendments did not fundamentally change the challenged analysis |
| First Amendment: association / effective-vote burden | Scheme (signature total, distribution, deadline) imposes severe burdens on associational and voting rights | Burdens are minimal/reasonable and justified by regulatory interests | Affirmed for Secretary — plaintiffs failed to show a severe burden; State’s interests suffice under Burdick balancing |
| Equal Protection: distribution formula tied to 5% of votes for prior governor | Indexing per-district thresholds to gubernatorial winner’s votes creates unequal weighting of signatures across equal-population districts, violating one-person, one-vote | Formula is a permissible measure of potential signers and similar to other upheld distribution rules | Reversed for plaintiffs — 5%-per-district provision fails strict scrutiny and violates equal protection |
| Article III standing to challenge 5% provision | Green Party and individual voters have standing to challenge unequal distribution | Green Party lacks standing to challenge the 5% alternative; at least one individual plaintiff does | Green Party lacks Article III standing for the Equal Protection claim; at least one individual plaintiff (Breck) does have standing |
Key Cases Cited
- Anderson v. Celebrezze, 460 U.S. 780 (1983) (framework for balancing burdens on ballot access against state interests)
- Burdick v. Takushi, 504 U.S. 428 (1992) (balancing test; severe burdens require strict scrutiny)
- Jenness v. Fortson, 403 U.S. 431 (1971) (upholding modest petition thresholds; no "suffocating restrictions")
- Moore v. Ogilvie, 394 U.S. 814 (1969) (one-person, one-vote applies to nominating petition schemes)
- Reynolds v. Sims, 377 U.S. 533 (1964) (one-person, one-vote principle)
- Idaho Coalition United for Bears v. Cenarrusa, 342 F.3d 1073 (9th Cir. 2003) (struck down county-based unequal signature distribution)
- ACLU of Nevada v. Lomax, 471 F.3d 1010 (9th Cir. 2006) (applied strict scrutiny to geographically unequal petition rules)
- Angle v. Miller, 673 F.3d 1122 (9th Cir. 2012) (upheld distribution tied to equally populated congressional districts)
- Ariz. Libertarian Party v. Reagan, 798 F.3d 723 (9th Cir. 2015) (ballot-access scheme analyzed as whole under Burdick)
- Ariz. Green Party v. Reagan, 838 F.3d 983 (9th Cir. 2016) (evidence requirements for showing severe burden on petitioning)
