Lead Opinion
delivered the Opinion of the Court.
¶1 Plaintiffs are individuals from a variety of professional backgrounds who are in committed same-sex relationships. In 2010 they sued the State of Montana, complaining that they are unable to obtain protections and benefits that are available to similarly- situated different-sex couples who marry under State law. Plaintiffs expressly do not challenge Montana law’s restriction of marriage to heterosexual couples, do not seek the opportunity to marry, and do not seek the designation of marriage for their relationships. They contend however that there is a “statutory structure” in Montana law that prohibits them from enjoying “significant relationship and family protections and obligations automatically provided to similarly-situated different-sex couples who marry.”
¶2 Plaintiffs contend that this statutory structure interferes with their rights under Article II of the Montana Constitution, including their rights to equal protection, due process, and the rights to privacy, dignity and the pursuit of life’s necessities. They seek a declaration that the State’s failure to provide them access to the statutory scheme available to different-sex couples denies them the rights guaranteed by Article II. They seek an injunction prohibiting the State from continuing to deny them access to the statutory scheme.
¶3 The District Court denied Plaintiffs’ motion for summary judgment and granted the State’s motion to dismiss under M. R. Civ. P. 12(b)(6). The District Court noted that Plaintiffs do not seek a declaration that any specific statutes are unconstitutional. The District Court concluded that granting the relief sought-ordering the
¶4 The District Court was also concerned that granting broad declaratory relief would likely impact a large number of statutes in potentially unknown and unintended ways. In the District Court proceedings Plaintiffs parenthetically listed a number of Montana statutes that they contend are within the “statutory scheme” that denies them equal access to rights and responsibilities. The District Court concluded, however that “what plaintiffs want here is not a declaration of the unconstitutionality of a specific statute or set of statutes but rather a direction to the legislature to enact a statutory arrangement.” The District Court determined that while this had some appeal, such relief was “unprecedented and uncharted in Montana law.” The District Court concluded that “the proper ways to deal with Plaintiffs’ concerns are specific suits directed at specific, identifiable statutes.” Plaintiffs appealed after the District Court denied their motion to alter or amend.
¶5 On appeal Plaintiffs argue, without reference to specific statutes, that they are “excluded from the statutory scheme of benefits and obligations the state has associated exclusively with marriage.” Plaintiffs contend that a strict level of review is required, but that even at the lowest levels of constitutional scrutiny the State cannot show a legitimate governmental interest in the current statutory scheme, and that it violates their rights under Article II of the Montana Constitution. Plaintiffs contend that the State excludes them from access to unnamed benefits and obligations in violation of Montana’s constitutional rights of privacy, dignity and the pursuit of life’s basic necessities. Plaintiffs contend that they are entitled to a declaratory judgment and to injunctive relief to redress the violation of their rights. Plaintiffs contend that while they can obtain relief without a judicial order requiring the Legislature to act, such an order is a remedy well within established constitutional bounds.
¶6 Plaintiffs ask that the judgment of the District Court be reversed and the case remanded to grant Plaintiffs’ motion for summary judgment as well as a declaratory judgment and injunction. We affirm in part, reverse in part and remand for further proceedings.
¶7 As a general rule, this Court will not disturb a district court’s determination that declaratory relief is not necessary or proper unless
¶8 In the past Montana courts have held specific statutes unconstitutional, and in some cases have directed the Legislature to act to comply with specific duties. Helena Elementary School Dist. No. 1 v. State,
¶9 We agree with the District Court that Plaintiffs’ requested relief exceeds the bounds of a justiciable controversy, Gryczan v. State,
¶10 In addition, declaring the parameters of constitutional rights is a serious matter. This Court, for example, avoids deciding constitutional issues whenever possible. Weidow v. Uninsured Employers’ Fund,
¶11 This Court may fashion the relief warranted by any appeal. Section 3-2-204, MCA. It is this Court’s opinion that Plaintiffs should be given the opportunity, if they choose to take it, to amend the complaint and to refine and specify the general constitutional challenges they have proffered. For example, the record contains several affidavits from the named Plaintiffs and others that assert that they have suffered discrimination from the State’s failure to recognize their relationships. While Plaintiffs’ brief listed Title 40 of the Montana Code as an area of family law that furthers such discrimination, the dismissal of this action because of Plaintiffs’ broad claims has precluded the development of claims that specific statutes promote or cause discrimination. These are important issues and should be decided only after the statutes involved are specifically identified and specifically analyzed in district court proceedings.
¶12 Montana law generally favors allowing a party to amend its pleadings. Rule 15, M. R. Civ. P.; Hobble-Diamond Cattle Co. v. Triangle Irrig. Co.,
¶13 The Plaintiffs should be afforded the opportunity to amend their complaint and to develop an argument as to the nature of the State’s interest in advancing specific laws as well as the level of constitutional scrutiny that should be applied to those laws by the courts. Plaintiffs of course may choose to not amend, and that decision is theirs to make. If they do amend they will need to choose what statute or statutes to put in issue and upon what legal grounds. The dissent may be disappointed in the majority’s approach to this case. However, that does not change the fact that the Plaintiffs chose to
¶14 For the reasons set out above, the decision of the District Court is affirmed in part, reversed in part and remanded for further proceedings consistent with this opinion, in a schedule to be determined by the District Court.
¶15 The Clerk is directed to provide copies hereof to all counsel of record and to the Honorable Jeffrey M. Sherlock, District Judge.
DATED this 17th day of December, 2012.
Concurrence Opinion
concurring.
¶16 I join in the Court’s decision affirming the District Court. I agree with the Court and the District Court that the remedy sought in Plaintiffs’ prayer for relief-that the court issue an order requiring the State to offer Plaintiffs “a legal status and statutory structure that confers the protections and obligations that the State provides to different-sex couples who marry”-is overly broad and not justiciable. Opinion, ¶ 8. Further, I have no objection to remanding the case to allow Plaintiffs an opportunity to amend their pleadings to start the case anew. Opinion, ¶¶ 12-13. This is the procedural equivalent to filing a different legal challenge after dismissal of a case, which the Plaintiffs are entitled to pursue. Thus, I have signed the Court’s Opinion.
¶17 I write separately to address the District Court’s analysis of the Marriage Amendment to the Montana Constitution, and to explain the Amendment’s application to Plaintiffs’ substantive equal protection contentions set forth in Count I of their complaint. I believe that the Amendment provides another basis to affirm the District Court’s dismissal of Count I, in addition to the overly broad nature of the relief sought.
¶18 The District Court reasoned that, while “this Court does not necessarily feel that Montana’s marriage amendment bars it from acting,” nonetheless “the existence of the marriage amendment plays into the jurisprudential decision that Plaintiffs’ requested relief constitutes an impermissible sojourn into the powers of the legislative branch.” I agree that the Marriage Amendment is applicable, but
¶19 Count I alleges that “Plaintiffs are similarly situated in every material respect to [] different-sex couples” and that the State’s exclusion of Plaintiffs from the benefits and obligations “that the State offers to similarly-situated different-sex couples through the legal status of marriage impermissibly subjects Plaintiffs to unequal treatment” and constitutes “State discrimination.” With all due respect to Plaintiffs, I believe their equal protection claim must fail under longstanding and deeply rooted legal principles, in both Montana and national jurisprudence. Under the law, discussed below, marriage between a man and woman is a unique relationship, dissimilar to all other relationships and alone essential to the nation’s foundation and survival, and the State errs neither by recognizing it as such nor by giving it exclusive treatment. In sum, it is not discrimination to treat uniquely that which is unique.
¶20 Plaintiffs emphasize that they are not seeking the right to marry, but nonetheless claim in Count I that they are entitled to all of the “protections, rights, benefits, duties, responsibilities, and obligations” which the State grants based upon marriage. During oral argument, Plaintiffs’ counsel acknowledged that the relief sought would strip from the law the exclusive treatment of marriage as a basis for providing any concrete legal benefit. The only exclusive meaning left to marriage, counsel said, would be aspirational: “How people view it, how symbolic and how important and how solemn it is.” The question thus posed by Plaintiffs’ equal protection claim is whether the State is barred by the Constitution from using marriage as an exclusive basis for granting any concrete legal entitlement.
¶21 As we have explained, “[t]he first step in an equal protection analysis is to ‘identify the classes involved, and determine if they are similarly situated.’ ” Jaksha v. Silver Bow Co.,
¶22 It is so well established that marriage between a man and a woman is a fundamental constitutional right I need not belabor the point. See Turner v. Safley,
¶23 Marriage between a man and woman has been declared a fundamental right because of the critical functions it performs and the purposes it fulfills for the greater society. “[Mjarriage involves interests of basic importance in our society.” Boddie v. Conn.,
¶24 Beyond these reasons of family, societal stability, governance and progress, as important as they are, courts analyzing marriage have focused upon even more compelling reasons: its exclusive role in procreation and in insuring the survival, protection and thriving of the human race. Marriage is “ ‘fundamental to our very existence and survival.’ ” Guill, ¶ 66 (quoting Loving v. Va.,
¶25 From procreation springs further societal protections provided exclusively by marriage. As noted above, courts have cited the raising of children to be one of the core functions which support constitutional protection of marriage. See Meyer v. Neb., 262 U.S. at 399,
¶26 The replication, by children, of the procreative marital relationship as role-modeled by their married parents not only perpetuates the race-sustaining function by populating the race, but also builds extended families which share hereditary characteristics of a common gene pool. Throughout history, this genetic commonality has provided an invaluable tool to enhance human survival. Common hereditary traits provide critical understanding of an extended family’s physical and mental strengths, weaknesses, and susceptibility to disease and death. Even before the advent of modern science, this information was collectively shared among extended family members and served to alert and prepare them for eventualities related to the onset of disease and other life patterns, thus strengthening their health and livelihood. Modern medical technologies have only increased this capability, as research of an extended family’s genetics now serves to predict, detect, and treat common, family-related diseases, further enhancing human survival.
¶27 Upon extended families are built people groups or ethnic groups of individual races, tribes, kindred, and nationalities based upon their broadly shared genetic characteristics. In addition to developing understanding about their mutually shared health risks, people groups throughout history have looked outward to their physical surroundings and, based upon their common genetics and collective experiences, have obtained the knowledge necessary for their people to adapt to and function well in the physical environment, thus enhancing their health and longevity. People groups around the world have been linked to make up the larger human race. While world customs and cultures vary greatly, these societies share the common foundational element of a woman and a man united in marriage. It is little wonder the Supreme Court has said that marriage is “fundamental to the very existence and survival of the race.” Zablocki,
¶28 These principles demonstrate clearly that marriage is not merely a private act. It is also a public act which serves a public function critical to society, that of bringing together female and male to create and raise the future generation. Courts have recognized this, holding that the above-discussed critical societal functions are uniquely provided by marriage between a woman and man and cannot be replicated by other relationships.
¶29 Consequently, the right to marry has not been held to mean there is a fundamental right to marry someone of the same gender. “[VJirtually every court to have considered the issue has held that same-sex marriage is not constitutionally protected as fundamental in either their state or the Nation as a whole.” Conaway,
¶31 Upon this structure of permanence, and again in view of the exclusive importance of marriage, the state has built a system of exclusive benefits and protections on behalf of, and dependent upon, marriage. “[M]arital status often is a pre-condition to the receipt of government benefits (e.g., Social Security benefits), property rights (e.g., tenancy by the entirety, inheritance rights), and other, less tangible benefits (e.g., legitimation of children born out of wedlock).” Turner,
¶32 While Plaintiffs do not claim the right to marry, they are nonetheless claiming constitutional entitlement to all of these same rights and benefits which are provided to married couples on the ground that they are “similarly situated in every material respect.” However, this position ignores the historical and long-developed legal foundation and formal structure giving marriage an exclusive legal permanence, which does not exist for other relationships. More importantly, the above discussion, including the precedent addressing marriage and its unique attributes, demonstrates that Plaintiffs’ claim to be “similarly situated” to married couples is without merit. This is not meant to disparage Plaintiffs or minimize the contributions they offer, but is simply a statement of the reality that marriage between a woman and man exclusively provides unique and transcendent societal protections vital to human survival which differentiate it and make it dissimilar from other relationships. These protections uniquely provided by marriage form a legitimate and even compelling state interest, and thus a constitutional basis, for the State’s exclusive treatment of marriage.
¶33 The above discussion of the law of marriage reflects the general state of the law before the Marriage Ame'ndment was adopted by Montanans in 2004. Although some of the cited cases were decided after adoption of the Marriage Amendment, they were premised upon pre-2004 precedent, and marriage was considered to be a fundamental right with constitutionally protected status at the time of the Amendment’s adoption. However, several years earlier, legal arguments attacking the exclusive status of marriage began to be offered, and considerable concern was generated over whether the law’s exclusive treatment of marriage would remain, or whether courts would begin to overturn long-standing precedent favoring marriage. With all due respect, several courts indicated a willingness to uproot established legal precedent recognizing the uniqueness of marriage between a man and woman, and eliminate the law’s exclusive treatment of marriage. See e.g. Baehr v. Lewin,
¶34 The response of the citizens of the country to these court decisions can only be described as a phenomenon of direct democracy. To counter this threat to established precedent favoring marriage, citizens of some 31 states acted to either reinstate the law’s exclusive definition and treatment of marriage in some manner, or to ensure that courts could
¶35 Building on the foundation of historical legal protections for marriage, Montana voters solidified the premise that marriage is between one man and one woman by placing the concept expressly into the Montana Constitution. Mont. Const, art. XIII, § 7. The Voter Information Packet provided voters with the arguments for and against adoption of the Amendment. Proponents stated that the “[t]he time-honored, vital institution of marriage is being threatened. ... Special interest groups are constantly seeking to gain special rights that infringe on the rights of the rest of society. Such special rights cost all Montanans. ... Voting yes on CI-96 allows the people to give clear direction to judges on this important issue.”
¶36 Directly related to this case, proponents discussed the issue of benefits which are attendant to marriage. “If CI-96 fails, how will homosexual marriage one day affect your family? ... Small business employers in Montana may someday be required to provide expanded health coverage, retirement and fringe benefits to same-sex ‘spouses’ of employees. The broad subjectivity of such un-funded mandates could hurt Montana’s economy and jobs.” Opponents likewise also focused on benefits and obligations associated with same-sex couples: “if CI-96 were to pass, the State could nullify the contractual agreements made between same-gender partners. CI-96 would limit innovative and robust companies from treating their employees equitably.” As the District Court noted, both sides of the debate acknowledged “that the marriage amendment would have something to do with the benefits and obligations that relate to the status of being married.”
¶37 Proponents and opponents alike focused on the issue of benefits because everyone understood the law: that marriage is a concrete legal status upon which the State premises exclusive treatment and benefits, as demonstrated by the above-cited authority. It is more than a label, a societal choice, a union of two people, or an aspiration. Indeed, marriage is an obligation given exclusive protections in the law because it provides exclusive protections to society. Even before adoption of the Marriage Amendment, this was recognized in Montana statute. See e.g. §§ 40-1-101, 40-1-103, 40-1-401, 40-2-101, 40-2-102, MCA. Montana has long used marital status as an exclusive basis for provision and allotment of benefits and obligations. See e.g. §§ 2-18-601,19-17-405, 33-22-140, 39-51-2205, 39-71-723, 50-9-106, 72-2-112, 15-30-2114,15-30-2366, MCA. Building on these statutory provisions
¶38 When asked during oral argument what unique legal concreteness would remain to marriage if the requested relief was granted, Plaintiffs’ counsel replied, “How people view it, how symbolic and how important and how solemn it is, is important. Marriage is meaningful.” When asked again, “In what way? I’m trying to understand what concrete[ness] in the law is left?” Counsel responded, “The significance is that you’re married.” However, such a diminished concept of marriage would necessitate a dramatic rewriting of the law. Marriage has always been much more-a concrete legal status which the law recognized and favored with exclusive treatment, including benefits and obligations. In adopting the Marriage Amendment, Montana voters determined to permanently preserve this exclusive treatment for marriage by placing it in the Constitution. Thus, in one way, Plaintiffs are asking this Court to render the Marriage Amendment superfluous by holding that it added nothing to the law’s previous exclusive classification of marriage.
¶39 “The Equal Protection Clause ‘is not a license for courts to judge the wisdom, fairness, or logic of [the voters’] choices.’ ” Citizens for Equal Protec.,
¶40 I appreciate the deeply-held feelings and beliefs of the Plaintiffs and condemn any acts of cruelty they have suffered, some of which are referenced in their affidavits. Yet, given the long-standing legal protections and exclusive treatment of marriage, with its corresponding benefits and obligations, and the incorporation of those principles into the Montana Constitution by the citizens of Montana, Plaintiffs’ equal protection claim must fail.
¶41 I concur.
Notes
See also Loving v. Va.,
See also Maynard,
Because this case does not involve an equal protection challenge as between married and unmarried heterosexual couples, I do not here focus on or develop an analysis regarding the distinctions between them.
While not all heterosexual couples have the ability or desire to procreate and raise children, the jurisprudence is premised upon the potential of producing children which lies within the marriage structure and the state’s interest, as stated here, in
In Baker,
In addition to the above-cited legal rulings, marriage was limited to a man and woman under prior statutory law. See §§ 40-l-401(l)(d), 40-1-103, MCA.
Several of the cases cited herein were followed by democratic initiatives to grant rights to same-sex couples.
Dissenting Opinion
dissents.
¶42 I dissent from the Court’s Opinion, and concur with virtually all of Justice Nelson’s well-written and comprehensive Dissent. I write separately to state that I would not liken the Court’s approach here to cases sanctioning slavery and racial segregation. Dissent, ¶ 51. Moreover, I do not agree that the Court is taking the approach it has adopted “to avoid a socially divisive issue.” Dissent, ¶ 74. Although I disagree with the Court’s analysis and resolution, I do not believe it is acting in bad faith.
¶43 Second, I decline to join the bulk of Part V of the Dissent, which challenges the constitutionality of the Marriage Amendment. Plaintiffs do not challenge the Marriage Amendment, and I agree that the relief Plaintiffs seek does not offend the Marriage Amendment in the slightest.
¶44 With the foregoing caveat, I therefore join Justice Nelson’s Dissent through the first sentence of ¶ 179.
dissenting.
¶45 [I]fwe have learned anything from the significant evolution in the prevailing societal views and official policies toward members of minority races and toward women over the past half-century, it is that even the most familiar and generally accepted of social practices and traditions often mask an unfairness and inequality that frequently is not recognized or appreciated by those not directly harmed by those practices or traditions.
¶46 There are some cases where we look back and can see that the court was clearly on the wrong side of history. Among the most notorious are Bred Scott v. Sandford,
¶47 In the wake of the Hawaii Supreme Court’s decision in Baehr v. Lewin,
¶48 Meanwhile, in Montana, the issue at hand is not about same-sex marriage. It is less dramatic, though by no means less important. It concerns the right of committed intimate same-sex couples to receive the same civil protections which the State makes available to committed intimate different-sex couples. Plaintiffs assert, and rightly so, that their government may not single out unpopular groups for disfavored treatment, as the State of Montana has done here. Shockingly, this Court refuses to uphold this most basic principle of constitutional law. While I have not always agreed with this Court’s decisions-in fact, I have strenuously disagreed with my colleagues on occasion
¶49 This Dissent is lengthy. It is meant to be, for several reasons. First, I believe this is the most important civil rights case to come before this Court in decades. And it will be my last opportunity, sitting as a member of this Court, to address the fundamental constitutional rights of gay, lesbian, and bisexual people and the discrimination which the State of Montana is perpetrating against these individuals. The issues here are significant and complex, and deserving of thorough consideration, analysis, and discussion.
¶50 Second, I am profoundly disappointed in this Court, as an institution, for rendering a decision that requires Plaintiffs, the same-sex couples here, to wage a litigation jihad against their own government to obtain the statutory rights, benefits, and protections to which they are constitutionally entitled. I have located no court decision in this country-state or federal-applying the declaratory judgment laws in the cabined and unworkable fashion that this Court does here.
¶51 Lastly, I am thoroughly disheartened that today’s decision takes civil rights in this State backward to a time when court decisions supported and facilitated other equally pernicious forms of government-sanctioned discrimination, including slavery and racial segregation; women being viewed as little more than men’s dependents, unable to vote or own property; the Chinese being deemed an “inferior” race; the compulsory sterilization of the “feebleminded”; and the criminalization of private sexual intimacy between two consenting adults. No other minority group has been treated in this fashion in this State in modern times. This, truly, is a shameful, black day for civil rights in Montana.
¶52 Yet, while gay, lesbian, and bisexual citizens may have lost this battle, the war is not over. If we have learned anything as an evolving
¶53 With these introductory remarks, I now proceed to my detailed discussion and analysis. In Part II (¶¶ 57-80), I provide a background and overview of the case and the issues. In Part III (¶¶ 81-113), I explain the declaratory judgment laws and address in detail the District Court’s and this Court’s erroneous analyses under those laws.
¶54 Next, in Part IV (¶¶ 114-168), I analyze Plaintiffs’ constitutional claim. Given the evidence that gay, lesbian, and bisexual people are reviled and demonized in Montana and have suffered a history of invidious and prejudicial treatment, I conclude that sexual orientation is a suspect class under Montana’s Equal Protection Clause, and thus that discrimination based on sexual orientation in the provision of statutory benefits, protections, and services must survive “strict scrutiny” review. I further conclude that treating Plaintiffs differently based on sexual orientation is an affront to and violation of their inviolable right to human dignity, also protected by Montana’s Constitution.
¶55 As a final matter, in Part V (¶¶ 169-206), I am compelled to address the so-called Marriage Amendment to Montana’s Constitution (Mont. Const, art. XIII, § 7). Plaintiffs do not ask to be “married,” and granting them the relief they seek does not offend that provision in the slightest. Yet, the State relies on the Marriage Amendment as support for its position, and the State’s argument before this Court is bolstered by an outpouring of attacks on the same-sex couples by no less than 128 Montana protestant churches and the Montana Catholic Bishops, all appearing through the Montana Catholic Conference as amicus curiae, along with other “family values” organizations, also appearing as amici curiae. The Marriage Amendment is the conduit through which the State and its amici claim that it may deprive Plaintiffs-who, because of this provision, cannot marry-of the statutory benefits and protections which the State grants to married couples. That the State and its amici have injected the Marriage Amendment into this case at all, however, demonstrates, in spades, what that provision is really about: the constitutionalization of religious doctrine. Indeed, what the State and its amici seek to do here is conflate sectarian canons regarding marriage with secular laws governing the provision of benefits and protections to committed couples. In my view, this approach violates several constitutional provisions, not the least of
¶56 In the last section of this Dissent, Part VI (¶¶ 207-212), I set forth my conclusions and provide a short epilogue.
II. BACKGROUND AND OVERVIEW
¶57 Plaintiffs here are twelve lesbian, gay, or bisexual individuals who are in six committed, intimate, same-sex relationships. As of the filing of their affidavits in the District Court on December 10,2010, plaintiffs Donaldson and Guggenheim had been in a relationship for 27 years; Leslie and Haugland for 12 years; Stallings and Wagner for 21 years; Gibson and Boettcher for 11 years; Long and Parker for 8 years; and Owens and Williams for 18 years. With their life partners, Plaintiffs have established families which provide them with long-term mutual emotional and economic support and a stable environment for raising children. Plaintiffs are employed in, or have retired from, a variety of professions including teaching, coaching, counseling, engineering, music, art, and medicine. They are active in their children’s schools, in their churches, in their professions, and in their communities. One has served in the Montana Legislature. It is undisputed that Plaintiffs are productive members of society and have, in fact, successfully raised a number of children. Some Plaintiffs are now grandparents.
¶58 Plaintiffs desire to protect their family relationships in the same way their heterosexual neighbors, coworkers, and fellow community members are able to do under Montana law. Plaintiffs have taken some steps in this regard. For example, they have entered into joint tenancy arrangements on their houses and bank accounts and have executed powers of attorney, healthcare directives, and wills in favor of their partners. Plaintiffs point out, however, that such private legal arrangements can be expensive and, thus, are not available to many couples. Plaintiffs also express concerns about whether these arrangements will be honored-especially in the event of a medical emergency. Some Plaintiffs describe (in their affidavits) past incidents when healthcare personnel refused to speak with them about their partner’s condition. Another Plaintiff (Leslie) describes how she and her former partner, Erika, took many of the legally available steps to protect their relationship. Yet, after Erika died in a work-related
¶59 The underlying issue, as the District Court stated in its Order, is that “individuals such as Plaintiffs are denied a variety of benefits and protections that are statutorily available to heterosexual spouses.” The District Court identified some of these statutes and noted some of the “real life scenarios” in which these laws have affected Plaintiffs. For example, Montana’s intestacy laws and workers’ compensation laws provide certain protections to the surviving spouse of a different-sex relationship, but not to the surviving partner of a same-sex relationship. Likewise, bereavement leave is made available to a different-sex spouse but not to a same-sex partner. Furthermore, Plaintiffs are unable under Montana’s tax laws to file joint returns or to take the spousal exemption for nonworking spouses if filing separately. Montana law permits the different-sex spouse of a terminally ill person to withhold life-sustaining treatment, but does not afford this right to the same-sex partner of a terminally ill person. Similarly, the different-sex spouse of a person who has become mentally incompetent has priority to become guardian, but a same-sex partner does not have this same right.
¶60 If not for the fact that each couple consists of two members of the same sex, Plaintiffs’ relationships could qualify as “marriage” under Montana law. Title 40, chapter 1, MCA. As noted, however, Plaintiffs do not ask to be granted the status of “married.” For purposes of this case, Plaintiffs only seek a determination that they are entitled, as a matter of constitutional law, to obtain the same rights and benefits-along with the same mutual responsibilities and obligations-which the State of Montana has chosen to grant to
¶61 The Attorney General does not deny that the State could provide such protections to committed intimate same-sex couples. As a matter of fact, the Attorney General acknowledges in his appellate brief that “the Legislature could choose to provide benefits similar to spousal benefits to unmarried couples” and that “the Legislature could create a different status conferring similar benefits outside of marriage for civil unions or domestic partners.” The Attorney General, speaking through an Assistant Attorney General, made similar statements during oral argument.
¶62 One may wonder, then, why we do not simply grant Plaintiffs the declaratory relief they seek. While I certainly do not condone the “separate but equal” doctrine of P/essy-which the Supreme Court overruled in Brown v. Board of Ed.,
¶63 It appears from the District Court record, the arguments on appeal, and the Court’s Opinion that the hindrance in recognizing and declaring these rights boils down to a simple refusal by those in power to make the constitutionally sound-albeit politically unpopular-decision. For starters, rather than concede the elementary premise of this lawsuit-that it is a denial of equal protection to make statutory protections available to different-sex couples, who may obtain them by getting married, but to categorically deny them to same-sex couples, who are not able to get married-the Attorney General instead attempts to justify and prolong this institutionalized discrimination being perpetrated by the State of Montana against a discrete minority of its citizens.
¶64 Perhaps for these reasons, the State ultimately takes the position that Plaintiffs’ constitutional claim should not be decided at all. The reason: a ruling in Plaintiffs’ favor could result in the invalidation of “innumerable” unspecified statutes. Yet, surely the fact that Plaintiffs are being discriminated against in “innumerable” ways is reason to hasten a decision on the merits of their claim, not delay it. Regrettably, however, a majority of this Court defers to the Attorney General’s approach. Instead of requiring the State to demonstrate the constitutionality of its practices, the Court punts. The Court implies that Plaintiffs are to blame-that their failure to “specifically identify’ and “specifically analyze” the “specific statutes” that are discriminatory somehow precludes us from declaring Plaintiffs’ rights. Opinion, ¶¶ 9,11,13. How the Court expects Plaintiffs to present their claim is not entirely clear from the Court’s opaque analysis. But a careful inspection reveals the Court’s rationale to be entirely disingenuous in any event.
¶65 First of all, Plaintiffs have identified numerous statutes which grant benefits and protections to different-sex spouses but not to same-sex partners. Indeed, after observing in its Order that “Plaintiffs are denied a variety of benefits and protections that are statutorily available to heterosexual spouses,” the District Court lists a slew of those statutes. Furthermore, Plaintiffs attached a laundry list of the discriminatory statutes to their motion to alter or amend the
¶66 Secondly, if the Court is suggesting that Plaintiffs may not obtain a declaratory ruling until they have specifically identified every single discriminatory statute, it appears entirely likely that the extensive list of statutes attached to Plaintiffs’ motion to alter or amend the judgment is, in fact, a listing of every single discriminatory statute. If that is what the Court needs, then the Court need look no further than Plaintiffs’ motion, which is contained in the District Court record. More importantly, however, the Court has cited no authority whatsoever for requiring Plaintiffs to identify all of the discriminatory statutes. In fact, as I discuss in further detail below, the Uniform Declaratory Judgments Act enables Plaintiffs to obtain a declaration of their rights in a single lawsuit, without necessarily identifying each and every discriminatory statute.
¶67 Thirdly, if the Court is suggesting that Plaintiffs must challenge each statute on an individual basis, the Court has cited no authority for this approach either. Indeed, one purpose of the Uniform Declaratory Judgments Act is to avoid such seriatim litigation. As Plaintiffs reminded the District Court in their motion to alter or amend the judgment, they sought declaratory relief “in part to avoid this type of expensive and protracted litigation that would drain judicial resources while prolonging the harm experienced by Plaintiffs and their families.” Cf. McGillivray v. State,
¶69 In New Jersey, different-sex married couples are entitled to “a vast array of economic and social benefits and privileges.” Lewis,
¶70 The fact that there were “hundreds” of statutes relating to marriage and to marital benefits did not prevent the Supreme Judicial Court of Massachusetts from ascertaining whether the exclusion of same-sex couples from those benefits violated the state constitution. Goodridge v. Dept. of Pub. Health,
¶71 The Vermont Supreme Court likewise had no difficulty analyzing the legality of excluding same-sex couples from the “broad array of legal benefits and protections incident to the marital relation, including access to a spouse’s medical, life, and disability insurance, hospital visitation and other medical decisionmaking privileges, spousal support, intestate succession, homestead protections, and many other statutory protections.” Baker,
¶72 I could continue, but I think the point is clear. In refusing to issue a declaratory ruling as to Plaintiffs’ constitutional rights, and in forcing them to instead litigate each statutory protection individually, this Court sets itself up as the only court in the country to follow such an approach. In so doing, the Court commits grievous error.
¶73 The instant case is no different than the cases cited above. “Marriage” in Montana is presently defined as “a personal relationship between a man and a woman arising out of a civil contract.” Section
¶74 As detailed in the Declaratory Judgment section below, there is simply no basis in law or in reason for requiring Plaintiffs to present their constitutional claim within the context of a challenge to a specific spousal benefit, or for requiring them to pursue independent challenges to each benefit, or for requiring them to identify all of the discriminatory laws. The notion that they must “specifically identify” and “specifically analyze” each of the “innumerable” statutes is, in reality, nothing more than a straw-man argument that the Attorney General has invented, and this Court has adopted, to avoid a socially divisive issue. I cannot believe that if the statutes discriminated on the basis of race, national origin, or religious affiliation, rather than sexual orientation, the Court would concoct such an implausible procedural technicality as the Court does here to evade a legitimately presented constitutional question and deny the plaintiffs relief.
¶75 For all of these reasons, the Court’s contention that it cannot issue a ruling on Plaintiffs’ constitutional rights is devoid of any genuine or well-grounded underpinning. And so is the Court’s suggestion that Plaintiffs still need “to develop an argument as to ... the level of constitutional scrutiny that should be applied to [the discriminatory] laws by the courts.” Opinion, ¶ 13. Plaintiffs devote entire sections of their briefs to this exact question, arguing that sexual orientation is a suspect class and that the denial of statutory benefits and obligations
¶76 If the reader is baffled by what the Court is requiring of Plaintiffs, he or she is not alone. As a purely factual matter, there is no dispute that the State, by statute, makes certain benefits and obligations available to different-sex couples but denies same-sex couples access to those same benefits and obligations. The legal question common to every challenge Plaintiffs might lodge against these statutes is whether, under our Constitution, the State may categorically exclude homosexuals and bisexuals in committed intimate same-sex relationships from the opportunity to obtain the same statutory protections made available to heterosexuals and bisexuals in committed intimate different-sex relationships. There is no persuasive, let alone legitimate, reason why we cannot issue a ruling on this question. Even assuming, for the sake of argument, that “the nature of the State’s interest” in excluding same-sex couples varies from statute to statute, this does not preclude us from declaring what Plaintiffs’ rights are under traditional constitutional principles. We can rule-and I would rule-that sexual orientation is a suspect class and, therefore, that the State’s interest in denying same-sex couples the opportunity to obtain the statutory protections offered to different-sex couples must be “compelling.” Such a ruling is permitted by the Uniform Declaratory Judgments Act, and it would adequately resolve this dispute. At that point, the legislative and executive branches could take whatever steps are necessary to honor Plaintiffs’ civil rights-as legislative and executive officers are constitutionally sworn to do (Mont. Const, art. Ill, § 3)-in accordance with our decision.
¶77 The Court tells Plaintiffs that they may amend their complaint and pursue further proceedings in the District Court. Opinion, ¶ 13. While this at least has the virtue of rescuing their claims from the District Court’s outright dismissal, I cannot agree that this remedy is
¶78 Thus, as a matter of federal constitutional law and Montana constitutional law, Plaintiffs are entitled to a prompt determination of their constitutional rights vis-á-vis the State of Montana’s admitted practice of making benefits and protections available to different-sex couples while categorically denying them to same-sex couples. Plaintiffs are also entitled to prompt rectification for any violations of these rights. Watson,
¶79 In light of the foregoing, I believe that rather than affirmatively protect Plaintiffs’ civil rights as they are sworn to do, the Attorney General, the Legislature, and now, sadly, a majority of this Court have instead denied these persons justice and wrongly prolonged the State’s discriminatory practices. In requiring Plaintiffs to jump through procedural hoops that we have never imposed on any other minority group, and in thus delaying the vindication of their constitutional rights, the Court conveys that gay, lesbian, and bisexual Montanans cannot expect to receive fairness, justice, respect, and equal treatment from Montana’s courts. As I said at the outset, this is a black day for civil rights in Montana.
¶80 I now turn to a detailed discussion of the law supporting my conclusion that declaratory relief is appropriate here.
III. DECLARATORY JUDGMENT
¶81 Procedure should be the “handmaid of justice,” a means to an end. Instead ... procedure tends to become rigid, stereotyped, and over-technical, an end in itself, often seemingly oblivious to the practical needs of those to whose ills it is designed to minister. Litigants thus often become pawns in a game, the social cost of which is excessive and the result of which is frequently unnecessarily cumbersome and socially undesirable. Substantive rights often become the incidents of procedural fencing.
A. Legal Principles
¶82 The National Conference of Commissioners on Uniform State Laws approved the Uniform Declaratory Judgments Act in 1922. The Act has been adopted, substantially as drafted, in most states including Montana. See Unif. Declaratory Judms. Act, tbl. of jxns. and
¶83 The purpose of the Uniform Declaratory Judgments Act “is to settle and to afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations.” Section 27-8-102, MCA. The Act relieves litigants of the common-law rule that no declaration of rights may be judicially adjudged unless a right has been violated. Boyds Civic Assn. v. Montgomery Co. Council,
¶84 Thus, we have recognized that declaratory relief serves “to liquidate uncertainties and controversies which might result in future litigation.” In re Dewar,
¶85 To that end, the Uniform Declaratory Judgments Act confers on courts the “power to declare rights, status, and other legal relations whether or not further relief is or could be claimed.” Section 27-8-201, MCA (emphasis added). The declaration “may be either affirmative or negative in form and effect,” and it has “the force and effect of a final judgment or decree.” Section 27-8-201, MCA. The Act specifically provides that
[a]ny person interested under a deed, will, written contract, or other writings constituting a contract or whose rights, status, or other legal relations are affected by a statute, municipal ordinance, contract, or franchise may have determined any question of construction or validity arising under the instrument, statute, ordinance, contract, or franchise and obtain a declaration of rights, status, or other legal relations thereunder.
Section 27-8-202, MCA. The Act further provides, however, that this enumeration “does not limit or restrict the exercise of the general powers conferred in 27-8-201 in any proceeding where declaratory relief is sought in which a judgment or decree will terminate the controversy or remove an uncertainty.” Section 27-8-205, MCA. The Act “is to be liberally construed and administered,” § 27-8-102, MCA, and “[n]o action or proceeding shall be open to objection on the ground that a declaratory judgment or decree is prayed for,” § 27-8-201, MCA. ¶86 Lastly, it is well settled that declaratory procedure is appropriate to determine a constitutional question or to test a constitutional right. See e.g. MEA-MFT v. McCulloch,
¶87 Given these principles, the District Court clearly had power “to declare [Plaintiffs’ constitutional] rights, status, and other legal relations ’’-whether or not further relief was or could he claimed-in order to “terminate the controversy” or “remove an uncertainty.” Sections 27-8-201, -205, MCA. The District Court did not deny that it has this power; in fact, Plaintiffs reminded the District Court that it has this power in their motion to alter or amend the judgment. The District Court, rather, simply failed to exercise it.
¶88 At this juncture it is necessary to describe Plaintiffs’ Prayer for Relief, which is attached as Appendix 2 to this Dissent. It consists of nine numbered paragraphs. The first five paragraphs seek declaratory relief-specifically, a “declaration” that the State’s categorical exclusion of same-sex couples from the opportunity to obtain the protections and obligations which the State makes available to different-sex couples violates five separate rights in the Montana Constitution. The next two paragraphs seek injunctive relief: that the State be enjoined “from continuing to deny Plaintiffs and their families access to a legal status and statutory structure that confers the protections and obligations the State provides to different-sex couples who marry,” and that the State be required “to offer same-sex couples and their families a legal status and statutory structure that confers the protections and obligations that the State provides to different-sex couples who marry, but not the status or designation of marriage.” The final two paragraphs seek costs, attorney’s fees, and such other relief as the court deems just and proper.
¶89 Curiously, while five of the nine paragraphs in the Prayer for Relief seek declaratory relief, the District Court focused exclusively on the question of injunctive relief. The court stated that “[t]he relief sought by Plaintiffs is contained in paragraph 7 of their prayer for relief.” Paragraph 7 requests an order requiring the State to offer same-sex couples and their families “a legal status and statutory structure that confers the protections and obligations that the State provides to different-sex couples who marry, but not the status or designation of marriage.” The District Court interpreted this to mean that “Plaintiffs seek an order of this Court requiring the legislature to adopt a civil union or domestic partnership statutory scheme.”
¶90 The District Court questioned whether the issuance of such an order would be an appropriate exercise of the court’s power. The District Court acknowledged that it has previously been willing to exercise its judicial power when it found “a specific statute applying to
¶91 The District Court further acknowledged that it has previously declared a statutory scheme unconstitutional and allowed the Legislature broad discretion to correct the unconstitutional portions of the statutes. See Columbia Falls Elem. Sch. Dist. v. State, No. BDV-02-0528 (Mont. 1st Jud. Dist. Apr. 15, 2004), aff'd,
¶92 The District Court thus reached “the jurisprudential decision that Plaintiffs’ requested relief constitutes an impermissible sojourn into the powers of the legislative branch.” Citing “the constitutional separation of powers” (Mont. Const, art. Ill, § 1), the District Court granted the Attorney General’s motion to dismiss. The District Court posited that the proper way to address Plaintiffs’ concerns would be through “specific suits directed at specific, identifiable statutes.”
¶93 With regard to the issue of injunctive relief, I do not fault Plaintiffs for including requests for such relief in their complaint. It was their prerogative to do so. See Title 27, chapter 19, MCA. Likewise, however, I do not fault the District Court for declining to order injunctive relief at this stage. The District Court noted several factors which, in the court’s view, weighed against the issuance of a judicial order requiring the Legislature to enact the “statutory structure” requested by Plaintiffs. I cannot conclude that the District Court abused its discretion in this regard. See Krutzfeldt Ranch, LLC v. Pinnacle Bank,
¶94 That being said, none of the factors identified by the District Court regarding Plaintiffs’ request for injunctive relief excuse or justify that court’s complete and utter failure to grant Plaintiffs’ request for declaratory relief. It bears repeating that the District Court had “power to declare rights, status, and other legal relations whether or not further relief is or could be claimed.” Section 27-8-201, MCA (emphasis added). Indeed, “ ‘[a] declaratory judgment or decree is one which simply declares the rights of the parties or expresses the opinion of the court on a question of law, without ordering anything to be done-, its distinctive characteristic being that the declaration stands by itself, and no executory process follows as of course ....’ ” Black v. Siler,
¶95 There is likewise no merit to the proposition that declaratory relief cannot be granted without first identifying “all” of the statutes that would be affected by the ruling. First of all, as a factual matter, Plaintiffs provided the District Court with a list, appearing to be exhaustive, of the Montana statutes that confer benefits and protections on married couples-benefits and protections that are unavailable to Plaintiffs because they cannot marry. See Appendix 1 to this Dissent. The District Court thus had what it claimed it needed: a list of “all of the statutes that would be affected” by the court’s ruling. Yet, rather than address Plaintiffs’ requests for declaratory relief in light of this list-which Plaintiffs had provided at the District Court’s behest-the District Court inexplicably took no action at all and thus caused their motion to alter or amend the judgment to be denied by operation of law. See M. R. Civ. P. 59(g) (2009).
¶96 Secondly, this same proposition-that declaratory relief cannot be granted without first identifying “all” of the statutes that would be
the failure to identify particular sections of the Tax-Property article of the Code is really not telling in this case. Spates has challenged the system of taxation authorized by law, which includes those sections defining terms, imposing the property tax, determining the kinds of property to be taxed, establishing the method of assessment, and providing for the collection of the tax. Given the nature of his attack, it would, as he contends, be well-nigh impossible, and quite unnecessary in our view, to pick through the entire Tax Code and identify only those specific statutes or parts of statutes that directly support the system he challenges.
Spates,
¶97 Plaintiffs’ challenge in the present case is not directed at Montana’s system of taxation; it is directed at Montana’s system of statutory benefits and protections accorded to married couples. Nevertheless, Spates’ reasoning is pertinent here. Indeed, the fact that the Legislature has spread the benefits and protections throughout the Code, rather than collecting them all in a single title and chapter, cannot immunize the system from challenge and review.
¶98 The one feature common to each of the benefits and protections is that they are granted to “spouses,” or on the basis of “marriage” to a “husband” or “wife.” Under current Montana law, only heterosexuals and bisexuals in different-sex relationships can get “married” and thus become “spouses,” “husbands,” and “wives”; homosexuals and bisexuals in same-sex relationships are not allowed to marry. Mont. Const, art. XIII, § 7; §§ 40-1-103, -401(l)(d), MCA; Black’s Law Dictionary 810, 1533, 1735 (spouse: “a married person”; husband: “[a] married man”; wife: “[a] married woman”). As a result, same-sex couples are not encompassed within these benefits and protections. Plaintiffs challenge this scheme as unconstitutional-i.e., the fact that the State
¶99 We have said that “[t]he decision to dismiss a complaint for declaratory relief is within the sound discretion of the district court.” Renville v. Farmers Ins. Exch.,
¶100 I am thus in complete agreement with Plaintiffs’ statement, in their motion to alter or amend the judgment, that “dismissal of the entire action based solely on one request for injunctive relief reflects a manifest error of law as there are five other requests for declaratory judgment upon which this Court may properly rule.” The District Court erred, as a matter of law, in its treatment of Plaintiffs’ request for declaratory relief, and the District Court’s judgment must therefore be reversed to that extent.
C. This Court’s “Justiciability” Rationale
¶101 Like the District Court, this Court also lumps Plaintiffs’ requests for injunctive relief and declaratory relief into a single analysis. Opinion, ¶ 9. Doing so is error for the reasons just discussed. The Court does appear, however, to reject Plaintiffs’ claims using a somewhat different rationale. Specifically, the Court asserts that this case is not “justiciable” because a ruling in Plaintiffs’ favor “would not terminate the uncertainty or controversy giving rise to this proceeding” and because Plaintiffs are asking this Court to “determine speculative matters,” “declare social status,” “give advisory opinions,” or “give abstract opinions.” Opinion, ¶ 9. In all respects, the Court is mistaken. ¶102 First of all, a declaratory judgment is itself “remedial.” Section 27-8-102, MCA. A declaratory judgment or decree is one which simply declares the rights of the parties or expresses the opinion of the court on a question of law, without ordering anything to be done-, the declaration stands by itself, and no executory process follows as of course. Black,
¶103 The Court’s contention that a declaratory judgment would not terminate the uncertainty or controversy giving rise to this proceeding is simply untrue. There is no dispute that the State offers a variety of benefits and protections to committed intimate couples, but only different-sex couples have the opportunity to obtain them. This regime gives preferential treatment to heterosexuals and bisexuals committed to a person of the opposite sex, and disfavors homosexuals and bisexuals committed to a person of the same sex. Plaintiffs’ requests for declaratory relief raise one legal question: Is it constitutionally permissible for the State to deny same-sex couples the opportunity to obtain the benefits and protections made available to different-sex couples? In other words, is it constitutionally permissible for Montana’s government to treat Plaintiffs differently based on their sexual orientation? That is the “uncertainty or controversy” in this case. We may resolve it-and, for the reasons detailed in the Constitutional Analysis section below, I would resolve it-by holding that sexual orientation is a suspect class and that any disparate treatment between committed intimate same-sex couples and different-sex married couples is subject to “strict scrutiny” review. Such a ruling would answer and resolve Plaintiffs’ requests for declaratory relief.
¶104 Secondly, there is no merit to the Court’s suggestion that Plaintiffs have asked us to determine speculative matters, declare social status, or give an abstract opinion. This dismissive portrayal of Plaintiffs’ complaint is insulting and disrespectful. There is nothing “speculative” about the discrimination Plaintiffs have experienced-some of it private, some of it state-imposed-as described in their affidavits. The State itself does not deny that Plaintiffs have suffered economic and emotional harm due to their sexual orientation and that Plaintiffs’ relationships are treated differently than their different-sex counterparts under the law. Plaintiffs do not ask or need this Court to declare their “social status.” Plaintiffs are acutely aware of their social status. They ask this Court, rather, to declare and uphold their constitutional rights. There is nothing “speculative” or “abstract” about this claim.
¶105 Lastly, we have previously defined nonjusticiable advisory opinions as “opinions issued by the court in response to a request from some other branch of government, such as the legislative or executive,
¶106 In Secret Grand Jury Inquiry, this Court articulated what constitutes a “justiciable controversy” for purposes of obtaining a declaratory judgment:
First, a justiciable controversy requires that parties have existing and genuine, as distinguished from theoretical, rights or interests. Second, the controversy must be one upon which the judgment of the court may effectively operate, as distinguished from a debate or argument invoking a purely political, administrative, philosophical or academic conclusion. Third, it must be a controversy the judicial determination of which will have the effect of a final judgment in law or decree in equity upon the rights, status or legal relationships of one or more of the real parties in interest, or lacking these qualities be of such an overriding public moment as to constitute the legal equivalent of all of them.
¶107 We have repeated this test in numerous cases,
D. Summary
¶108 In sum, the Court errs in holding that this case is nonjusticiable. In adopting its statute-by-statute approach, the Court not only fails to follow Montana’s own statutory commands, but also sets itself apart as the non-uniform black sheep in the otherwise Uniform Declaratory Judgments Act states.
¶109 Courts have “power to declare rights, status, and other legal relations whether or not further relief is or could be claimed.” Section 27-8-201, MCA. This power “is to be liberally construed and administered” to permit courts “to settle and to afford relief from uncertainty and insecurity.” Section 27-8-102, -205, MCA. Through a declaratory judgment proceeding, “a multiplicity of suits can be avoided, while an adequate, expedient, and inexpensive remedy can be afforded for litigants in a single action.” Thomas v. Cilbe, Inc.,
¶110 Here, the declaratory issue is whether the Montana
¶111 As for the injunctions Plaintiffs request, I do not believe it is necessary to order such relief at this point. It is sufficient to declare Plaintiffs’ constitutional rights so as to remove the apparent uncertainty concerning those rights. Sections 27-8-201, -205, MCA. Rather than proceed to direct the State how to remedy the problem, it is prudent to do what was done in the Columbia Falls and Snetsinger cases and permit the legislative and executive branches to address and resolve the matter in the first instance, in accordance with our constitutional interpretation, as those officers are sworn to do (Mont. Const, art. Ill, § 3). See Borchard, Declaratory Judgments 279-80 (“The declaratory action proceeds on the assumption that a mild remedy will often satisfy, that responsible defendants, like government officials or large corporations, do not need more than a declaration of the law to obey it and that a coercive procedure under such circumstances is an expensive and often unnecessary luxury.”). Indeed, this is exactly what happened following our decision in Snetsinger, where we concluded that the Montana University System’s policy of treating unmarried same-sex couples differently than unmarried different-sex couples in the provision of health benefits violated the Montana Constitution. Within three months, the Board of Regents had approved-unanimously, no less-a new insurance policy that would allow University System employees to obtain health coverage for gay and lesbian partners. See Regents Approve Same-Sex Insurance Policy, Missoulian (Mar. 18, 2005).
¶112 Plaintiffs here contend that entering a declaratory judgment regarding their constitutional rights “would serve the courts’ primary function of adjudicating citizens’ rights under the Constitution, while
¶113 Having detailed my reasons for disagreeing with the District Court’s and this Court’s procedural dispositions of the case, I now provide the legal analysis underlying my conclusions that sexual orientation is a suspect class and, thus, that treating same-sex couples differently than different-sex couples is subject to strict scrutiny review.
IV. CONSTITUTIONAL ANALYSIS
¶114 [I]n view of the constitution, in the eye of the law, there is in this country no superior, dominant, ruling class of citizens. There is no caste here. Our Constitution ... neither knows nor tolerates classes among citizens. In respect of civil rights, all citizens are equal before the law.
¶115 Plaintiffs contend that the State’s exclusion of same-sex couples from the opportunity to obtain the benefits and protections which the State makes available to different-sex couples violates five fundamental constitutional rights: to pursue safety, health, and happiness (Mont. Const, art. II, § 3), to equal protection of the laws (§ 4), to individual dignity (§ 4), to individual privacy (§ 10), and to due process of law (§ 17). Because I conclude that the Equal Protection Clause (which happens to be Plaintiffs’ primary argument) is sufficient to resolve this case, I focus my analysis there and do not address Plaintiffs’ arguments under Article II, Sections 3, 10, or 17. At the conclusion of my equal protection discussion, however, I briefly discuss
A. Religious, Moral, and Political Beliefs
¶116 At the outset, it is important to emphasize two preliminary points made by various courts which have addressed these issues.
¶117 First, although the question whether the State may exclude same-sex couples from the benefits and protections that it provides to different-sex married couples “arouses deeply-felt religious, moral, and political beliefs[, o]ur constitutional responsibility to consider the legal merits of issues properly before us provides no exception for the controversial case.” Baker v. State,
¶118 Second, and along these same lines, the proper resolution of this case “does not turn on the religious or moral debate over intimate same-sex relationships, but rather on the statutory and constitutional basis for the exclusion of same-sex couples from the secular benefits and protections offered married couples.” Baker,
*275 for centuries there have been powerful voices to condemn homosexual conduct as immoral. The condemnation has been shaped by religious beliefs, conceptions of right and acceptable behavior, and respect for the traditional family. For many persons these are not trivial concerns but profound and deep convictions accepted as ethical and moral principles to which they aspire and which thus determine the course of their lives. These considerations do not answer the question before us, however. The issue is whether the majority may use the power of the State to enforce these views on the whole society through operation of [its] law[s]. Our obligation is to define the liberty of all, not to mandate our own moral code.
Lawrence v. Texas,
it is not the function of this or of any court to interpret the law on the basis of what may be morally acceptable or unacceptable to society at any given time.... Our Constitution does not protect morality; it does, however, guarantee to all persons, whether in the majority or in a minority, those certain basic freedoms and rights which are set forth in the Declaration of Rights .... Regardless that majoritarian morality may be expressed in the public-policy pronouncements of the legislature, it remains the obligation of the courts-and of this Court in particular-to scrupulously support, protect and defend those rights and liberties guaranteed to all persons under our Constitution.
Gryczan,
¶119 The upshot of these principles is that fundamental rights are not subject to filtering through the sieve of majoritarian morality or religious doctrine. Indeed, “the fact that the governing majority in a State has traditionally viewed a particular practice as immoral is not a sufficient reason for upholding a law prohibiting the practice; neither history nor tradition could save a law prohibiting miscegenation from constitutional attack.” Lawrence,
was to withdraw certain subjects from the vicissitudes of political controversy, to place them beyond the reach of majorities and officials and to establish them as legal principles to be applied by the courts. One’s right to life, liberty, and property, to free speech, a free press, freedom of worship and assembly, and other fundamental rights [including equal protection of the laws] may not be submitted to vote; they depend on the outcome of no elections.
West Virginia State Bd. of Educ. v. Barnette,
B. Equal Protection Principles
¶120 The United States Constitution and the Montana Constitution both command that no person shall be denied “the equal protection of the laws.” U.S. Const, amend. XIV; Mont. Const, art. II, § 4. Although the basic principles underlying these two provisions are the same, this Court has held that Article II, Section 4 provides greater individual protection than the Fourteenth Amendment. Snetsinger v. Mont. Univ. Sys.,
¶121 “The guaranty of equal protection of the laws is a pledge of the protection of equal laws .” Romer v. Evans, 517 U.S. 620, 634,
“[T]here is no more effective practical guaranty against arbitrary and unreasonable government than to require that the principles of law which officials would impose upon a minority must be imposed generally. Conversely, nothing opens the door to arbitrary action so effectively as to allow those officials to pick and choose only a few to whom they will apply legislation and thus to escape the political retribution that might be visited upon them if larger numbers were affected. Courts can take no better measure to assure that laws will be just than to require that laws be equal in operation.”
Eisenstadt v. Baird,
¶122 Of course, 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,
C. Framework
¶123 “Proper equal protection analysis involves identifying the classes involved, determining whether they are similarly situated and then using the appropriate level of scrutiny to determine if the statute is constitutional.” Bustell v. AIG Claims Serv., Inc.,
¶124 The federal framework for analyzing equal protection claims is the same as the Montana framework. The first step is to identify the State’s classification of groups. Freeman v. City of Santa Ana,
D. Classification and “Similarly Situated” Analysis
¶ 125 As discussed, the State grants various benefits and obligations to married persons, which is accomplished through the use of such terms as “husband,” “wife,” “spouse,” or “married” in the various statutes.
¶126 These arguments are incorrect-both in identifying the pertinent classification and in applying the “similarly situated” concept. It is true that the statutes, on their face, classify based on marital status. But, as we have recognized, it is sometimes necessary to look beyond the face of a classification in order to ascertain the true distinction being drawn. In Bankers Life & Cas. Co. v. Peterson,
¶127 Likewise here, only different-sex couples have the capacity under current Montana law to get “married” and thereby become “spouses,” “husbands,” and “wives.” Same-sex couples are not permitted to marry and are thus categorically excluded from the statutory benefits and obligations granted to spouses, husbands, and wives. Mont. Const., art. XIII, § 7; §§ 40-1-103, -401(l)(d), MCA]Black’s Law Dictionary 810, 1533, 1735 (spouse: a married person; husband: a married man; wife: a married woman). Different-sex couples may obtain all of the benefits and obligations-by getting married. Same-sex couples may not obtain any of the benefits and obligations-because they cannot get married. Thus, while the classification may appear on its face to be marital status, the statutory definition of “spouse” is “[i]nherent” in this classification. Snetsinger, ¶ 20. And because marital status, by definition, is available only to different-sex couples, the pertinent classification is sexual orientation. Snetsinger, ¶ 27 (holding that sexual orientation, not marital status, is “the defining difference” where “unmarried opposite-sex couples are able to avail themselves of health benefits under the University System’s policy
¶128 Indeed, if the State limited marriage to Caucasians, and then granted an array of statutory benefits to such married couples, it would be ludicrous to argue-as the State does here-that “married couples qualify for spousal benefits not because they are [Caucasian] but because they are spouses.” This statement is simply wrong. Being Caucasian is, in fact, a prerequisite to qualifying for the benefits in this example, just as being heterosexual (or bisexual and committed to someone of the opposite sex) is a prerequisite to qualifying for the benefits in the present case. By granting benefits in a seemingly benign fashion to “spouses,” but then defining “spouses” to include only Caucasians, the relevant classification is race, not marital status. If the State limited the meaning of “spouse” to Catholics, the classification would be religious affiliation. And by defining “spouse” to mean a member of a different-sex couple, the statutory scheme creates a classification based on sexual orientation.
¶129 It is perplexing that the State is even making the contrary argument, given the multitude of courts that have already rejected it. In Tanner v. Oregon Health Sci. U.,
We agree with the plaintiffs that the proper comparison is between same-sex couples and opposite-sex couples, whether or not they are married. The municipality correctly observes that no unmarried employees, whether they are members of same-sex or opposite-sex couples, can obtain the disputed benefits for their domestic partners. But this does not mean that these programs treat same-sex and opposite-sex couples the same. Unmarried public employees in opposite-sex domestic relationships have the opportunity to obtain these benefits, because employees are not prevented by law from marrying their opposite-sex domestic*281 partners. In comparison, public employees in committed same-sex relationships are absolutely denied any opportunity to obtain these benefits, because these employees are barred by law from marrying their same-sex partners in Alaska or having any marriage performed elsewhere recognized in Alaska. Same-sex unmarried couples therefore have no way of obtaining these benefits, whereas opposite-sex unmarried couples may become eligible for them by marrying. The programs consequently treat same-sex couples differently from opposite-sex couples.
Alaska Civ. Liberties Union,
¶130 One of the fallacies in the State’s approach is that it denies the most fundamental and defining aspect of same-sex relationships. The State contends that “[l]aws granting spousal benefits do not discriminate against gays and lesbians any more than they discriminate against... other couples that may desire spousal benefits but do not qualify as spouses.” In other words, the State asserts, Plaintiffs “are situated no differently than unmarried different-sex partners.” Yet, as discussed above, different-sex partners may get married. And the State’s implication that Plaintiffs may do the same-albeit, to someone of the opposite sex-is absurd. As the California Supreme Court explained:
By limiting marriage to opposite-sex couples, the marriage statutes, realistically viewed, operate clearly and directly to impose different treatment on gay individuals because of their sexual orientation. By definition, gay individuals are persons who are sexually attracted to persons of the same sex and thus, if inclined to enter into a marriage relationship, would choose to marry a person of their own sex or gender. A statute that limits marriage to a union of persons of opposite sexes, thereby placing marriage outside the reach of couples of the same sex,*282 unquestionably imposes different treatment on the basis of sexual orientation. In our view, it is sophistic to suggest that this conclusion is avoidable by reason of the circumstance that the marriage statutes permit a gay man or a lesbian to marry someone of the opposite sex, because making such a choice would require the negation of the person’s sexual orientation. Just as a statute that restricted marriage only to couples of the same sex would discriminate against heterosexual persons on the basis of their heterosexual orientation, the current California statutes realistically must be viewed as discriminating against gay persons on the basis of their homosexual orientation.
In re Marriage Cases,
¶131 Another fallacy in the State’s argument is the mistaken perception that “similarly situated” means “similar in the possession of the classifying trait.” When the government creates a particular classification, there of course will be some who fall within that class and some who fall outside of it. It is incorrect to say, however, as the State does here, that these two groups are not “similarly situated” because of the classification itself. Such circular reasoning would effectively immunize every classification against equal protection challenge. The Iowa Supreme Court discussed this point in Varnum:
In considering whether two classes are similarly situated, a court cannot simply look at the trait used by the legislature to define a classification under a statute and conclude a person without that trait is not similarly situated to persons with the trait. The equal protection clause does not merely ensure the challenged statute applies equally to all people in the legislative classification. “Similarly situated” cannot mean simply “similar in the possession of the classifying trait.” All members of any class are similarly situated in this respect and consequently, any*283 classification whatsoever would be reasonable by this test. In the same way, the similarly situated requirement cannot possibly be interpreted to require plaintiffs to be identical in every way to people treated more favorably by the law. No two people or groups of people are the same in every way, and nearly every equal protection claim could be run aground onto the shoals of a threshold analysis if the two groups needed to be a mirror image of one another. Such a threshold analysis would hollow out the constitution’s promise of equal protection.
¶132 Having discussed the fallacies of the State’s approach, I turn to a proper "similarly situated” analysis. Again, whether two classes are similarly situated depends on whether they are roughly equivalent in all relevant respects besides the classifying trait adopted by the State. Tapalian,
¶133 In Snetsinger, ¶ 27, this Court concluded that unmarried different-sex couples and unmarried same-sex couples, “although similarly situated in all respects other than sexual orientation,” were not being treated “equally and fairly” because the former group had the ability to obtain the health benefits provided by the Montana University System and the latter group did not. That conclusion is on point here: unmarried different-sex couples are able to obtain the various benefits provided by the State, while unmarried same-sex couples are not able to obtain those benefits. Although the Court in Snetsinger did not discuss its conclusion on the “similarly situated” requirement in much detail, a number of other courts have provided persuasive analyses on this point.
¶134 The Iowa Supreme Court, for example, concluded in Varnum that “for purposes of Iowa’s marriage laws, which are designed to bring a sense of order to the legal relationships of committed couples and their families in myriad ways,” the plaintiffs (six same-sex couples) “are similarly situated compared to heterosexual persons” “in every important respect, but for their sexual orientation.”
*284 Plaintiffs are in committed and loving relationships, many raising families, just like heterosexual couples. Moreover, official recognition of their status provides an institutional basis for defining their fundamental relational rights and responsibilities, just as it does for heterosexual couples. Society benefits, for example, from providing same-sex couples a stable framework within which to raise their children and the power to make health care and end-of-life decisions for loved ones, just as it does when that framework is provided for opposite-sex couples.
Varnum,
¶135 The Connecticut Supreme Court likewise determined that the plaintiffs there (eight same-sex couples) “share the same interest in a committed and loving relationship as heterosexual persons who wish to marry, and they share the same interest in having a family and raising their children in a loving and supportive environment.” Kerrigan,
¶136 Addressing this question, the California Supreme Court observed that
[bjoth groups at issue consist of pairs of individuals who wish to enter into a formal, legally binding and officially recognized, long-term family relationship that affords the same rights and privileges and imposes the same obligations and responsibilities. Under these circumstances, there is no question but that these two categories of individuals are sufficiently similar ....
Marriage Cases,
¶137 In Baker, the principal purpose the government advanced in support of excluding same-sex couples from the legal benefits of marriage was the interest in “ ‘furthering the link between procreation and child rearing.’ ”
to the extent that the state’s purpose in licensing civil marriage was, and is, to legitimize children and provide for their security, the statutes plainly exclude many same-sex couples who are no different from opposite-sex couples with respect to these objectives. If anything, the exclusion of same-sex couples from the legal protections incident to marriage exposes their children to the precise risks that the State argues the marriage laws are designed to secure against. In short, the marital exclusion treats persons who are similarly situated for purposes of the law, differently.
Baker, 744 A.2d at 882 (emphases in original).
¶138 Perry v. Schwarzenegger,
• “Gay and lesbian sexual orientations are ‘normal variation[s] and are considered to be aspects of well-adjusted behavior.’ ”
• “Homosexuality is not considered a mental disorder.... [Mjajor professional mental health associations have all gone on record affirming that homosexuality is a normal expression of sexuality and that it is not in any way a form of pathology.”
• “ ‘Courts and legal scholars have concluded that sexual orientation is not related to an individual’s ability to contribute to society or perform in the workplace.’ ”
• “Same-sex couples are identical to opposite-sex couples in the characteristics relevant to the ability to form successful marital unions. Like opposite-sex couples, same-sex couples have happy, satisfying relationships and form deep emotional bonds and strong commitments to their partners. Standardized measures of relationship satisfaction, relationship adjustment and love do not differ depending on whether a couple is same-sex or opposite-sex.”
• “Same-sex couples receive the same tangible and intangible benefits from marriage that opposite-sex couples receive,” including “greater commitment to the relationship, more*286 acceptance from extended family, less worry over legal problems, [and] greater access to health benefits and benefits for their children.”
• “The sexual orientation of an indiiddual does not determine whether that individual can be a good parent. Children raised by gay or lesbian parents are as likely as children raised by heterosexual parents to be healthy, successful and well-adjusted. The research supporting this conclusion is accepted beyond serious debate in the field of developmental psychology.”
• “The evidence shows that, by every available metric, opposite-sex couples are not better than their same-sex counterparts; instead, as partners, parents and citizens, opposite-sex couples and same-sex couples are equal.”
Perry,
¶139 These findings are consistent with the record in the present case. Plaintiffs filed the affidavit of Dr. Letitia Anne Peplau, a psychologist, who states: “Research clearly establishes that same-sex couples closely resemble heterosexual couples both in terms of the quality of their relationship and the processes that affect their relationships.” The State does not deny this. Plaintiffs also filed the affidavit of Dr. Suzanne D. Dixon, a behavioral and developmental pediatrician, who states: “Children raised by same-sex parents are just as likely to be psychologically, emotionally, socially and sexually well adjusted as those raised by heterosexual parents. Being parented by gay, lesbian or bisexual parents has no adverse impact on the behavior and development of children.” The State does not deny this either. In fact, the State does not deny that Plaintiffs are similarly situated to different-sex couples in every respect other than the ability to obtain the secular benefits and obligations at issue here by getting married.
¶140 I agree with the Iowa Supreme Court that the benefits and responsibilities granted by the State to married persons “are designed to bring a sense of order to the legal relationships of committed couples and their families in myriad ways”-for example, by providing a stable framework within which to raise children and the power to make healthcare decisions for loved ones. Varnum
E. Level of Scrutiny
¶ 142 As noted above, if a law neither burdens a constitutional right nor targets a suspect or quasi-suspect class, then the courts will uphold the legislative classification so long as it bears a rational relationship to some legitimate governmental objective. But if the law disadvantages a suspect or quasi-suspect class or impinges upon the exercise of a constitutional right, then the classification is subject to heightened scrutiny. See Romer,
¶143 In Snetsinger, this Court concluded that the Montana University System’s policy of allowing unmarried different-sex couples to avail themselves of the health benefits offered under the University System’s group health insurance plan, while denying unmarried same-sex couples the ability to obtain these same benefits, failed even the most deferential standard of review: “there is no justification for treating the two groups differently, nor is the University System’s policy rationally related to a legitimate governmental interest.” Snetsinger, ¶ 27.
¶144 In the present case, Plaintiffs likewise argue that the State’s exclusion of same-sex couples from the opportunity to obtain the benefits and protections which the State makes available to different-sex couples fails rational basis review. Plaintiffs further argue, however, that “sexual orientation should be considered a suspect classification under Montana law” and that discrimination on the basis of sexual orientation is therefore subject to “strict scrutiny.” For purposes of resolving Plaintiffs’ request for declaratory relief, and for the reasons which follow, I agree that sexual orientation is a suspect class and that treating same-sex couples differently than different-sex couples is thus subject to strict scrutiny review.
¶145 Courts have identified four factors or indicia as bearing on whether a class is suspect or quasi-suspect (thus warranting a more exacting constitutional analysis of the legislative classification than that provided by rational basis review). They are (1) whether the class
¶146 In the present case, the parties’ disagreement centers primarily on the first and fourth factors-history of discrimination and lack of political power. In considering the four factors, therefore, I shall focus primarily on these two.
1. History of Discrimination
¶ 147 As the Second Circuit Court of Appeals recently observed, “[i]t is easy to conclude that homosexuals have suffered a history of discrimination.” Windsor,
¶148 Plaintiffs filed the affidavit of Dr. George Chauncey, a professor of history at Yale University. Dr. Chauncey states that, in his professional opinion, “gay and lesbian people have been subject to widespread and significant discrimination and hostility in the United States, including the State of Montana.” He notes that among the most conspicuous legacies of this discrimination are “the numerous state statutes and constitutional amendments that brand gays and lesbians as second-class citizens by denying them the right to marry the person they love” and “the federal Defense of Marriage Act that prohibits the federal government from recognizing such marriages legally entered into in states where they are allowed.” Dr. Chauncey provides a detailed historical record of anti-gay discrimination and the roots of such discrimination. Aff. of George Chauncey, Ph.D., at 3-22. His discussion is extensive, spanning 20 single-spaced pages, and it is not possible to recite every example of anti-gay discrimination and violence he describes. I shall attempt, however, to highlight the main points of his discussion.
¶149 Dr. Chauncey explains that through much of the twentieth century, in particular, gay men and lesbians have suffered under the weight of medical theories that treated their desires as a disorder, penal laws that condemned their consensual adult sexual behavior as a crime, and federal and state civil statutes, regulations, and policies that discriminated against them on the basis of their sexual orientation. Beginning in the 1930s and 1940s, many states prohibited
¶151 In its Order, the District Court observed that “there appears little doubt that Plaintiffs have been subject to private prejudice, discrimination, and even violence in Montana.” Indeed, Plaintiffs describe various ways in which they have been harassed because of their sexual orientation. One plaintiff, for example, was labeled a “lesbian baby-killer” on a neo-Nazi website, and “wanted dead or alive” posters of her were hung in downtown Bozeman, causing her to fear for her physical safety. Another plaintiff, who grew up in Great Falls and worked at the Cascade County Regional Youth Services Center for several years, describes an incident when a Cascade County Commissioner confronted her and told her that gay people are dangerous and should not be allowed to work with youth. Plaintiffs describe demeaning instances where employers, healthcare workers, and others refused to recognize or honor their same-sex relationships.
¶152 The State concedes that “gays and lesbians have been subject to private prejudice, discrimination, and violence in Montana” (emphasis added). But the State contends that Plaintiffs “have yet to identify a single instance of any targeted State action against them that they ask the Court to review and invalidate.” This contention is simply bizarre. The question at hand is whether gays and lesbians have suffered a history of discrimination. Clearly they have. The State’s suggestion that all of the prejudice and discrimination has been purely “private” is utterly ridiculous. Indeed, the State’s position flies in the face of the substantial evidence presented in the District Court, none of which the State refuted. Perhaps the most obvious evidence of “public” discrimination against gays and lesbians is the codification of
2. Relation to Ability
¶153 “There are some distinguishing characteristics, such as age or mental handicap, that may arguably inhibit an individual’s ability to contribute to society, at least in some respect. But homosexuality is not one of them. The aversion homosexuals experience has nothing to do with aptitude or performance.” Windsor,
¶154 A classification which bears no relationship to a person’s ability to contribute to society “is likely based on irrelevant stereotypes and prejudice.” Varnum,
3. Immutability
¶ 155 Although often couched in terms of “immutability,” the Second Circuit explained in Windsor that the question under this factor is whether there are obvious, immutable, or distinguishing characteristics that define a discrete group.
¶156 To the extent that “immutability” has any significance to the analysis, this prong of the inquiry is satisfied when the identifying trait is so central to a person’s identity that it would be abhorrent for government to penalize a person for refusing to change it. Kerrigan,
4. Political Power
¶157 The last factor is premised on the notion that “[w]ithout political power, minorities may be unable to protect themselves from discrimination at the hands of the majoritarian political process.” Windsor,
¶158 While the State’s central argument on this point is devoted to the proposition that gays and lesbians have achieved some recent political successes,
[t]he question is not whether homosexuals have achieved political successes over the years; they clearly have. The question is whether they have the strength to politically protect themselves from wrongful discrimination. When the Supreme Court ruled that sex-based classifications were subject to heightened scrutiny in 1973, the Court acknowledged that women had already achieved major political victories. See Frontiero,411 U.S. at 685 ,93 S.Ct. 1764 . The Nineteenth Amendment had been ratified in 1920, and Title VII had already outlawed sex-based employment. See 78 Stat. 253. The Court was persuaded nevertheless that women still lacked adequate political power, in part because they were “vastly underrepresented in this Nation’s decisionmaking councils,” including the presidency, the Supreme Court, and the legislature. Frontiero,411 U.S. at 686 n. 17,93 S.Ct. 1764 .
Windsor,
¶160 The Connecticut Supreme Court likewise had “little difficulty in concluding that gay persons are entitled to heightened constitutional protection despite some recent political progress.” Kerrigan,
¶161 In the present case, Dr. Chauncey provided his professional opinion that “gay and lesbian people do not currently possess a meaningful degree of political power in the United States or in the State of Montana.” He cites various examples reflecting the persistence of anti-gay discrimination over the last decade. The State has not refuted Dr. Chauncey’s opinion or any of the evidence underlying it. I also note that the entire underpinning of the Marriage Amendment, discussed in further detail below, was based on attacking and demeaning homosexuals and homosexuality. Accordingly, in light of Dr. Chauncey’s unrefuted report, the detailed discussions in the Windsor and Kerrigan opinions, and the circumstances underlying the passage of the Marriage Amendment, I conclude that gays and lesbians are not in a position to adequately protect themselves from the discriminatory wishes of the majoritarian public.
5. Summary
¶162 Based on the foregoing analysis under each of the factors, I conclude and would hold that sexual orientation is a suspect class under Article II, Section 4 of the Montana Constitution.
F. Human Dignity
¶ 163 As just discussed, Plaintiffs are entitled to a declaratory ruling that gay, lesbian, and bisexual persons are a suspect class in Montana and the State’s disparate treatment of same-sex couples is subject to “strict scrutiny” review under the Equal Protection Clause of Article II, Section 4. This approach is sufficient to resolve this case in their favor.
¶164 That said, however, it is equally important to acknowledge the more fundamental human issue in this case. In addition to guaranteeing “the equal protection of the laws,” Article II, Section 4 also provides that “[t]he dignity of the human being is inviolable.” I addressed this provision of Montana’s Constitution at length in Baxter v. State,
¶165 Suffice it to say that, as I stated in Baxter, human dignity is perhaps the most fundamental right in the Declaration of Rights. Indeed, it is the only right in Montana’s Constitution that is “inviolable’-meaning that it is absolute. No individual may be stripped of his or her human dignity by the government or by a private organization. Baxter, ¶ 83 (Nelson, J., specially concurring).
¶166 Human dignity may be defined in many ways. But, at bottom,
¶167 Without belaboring the point, the State’s treatment of the committed couples here based on their sexual orientation is a frontal assault on their dignity as autonomous, rational, independent human beings. The State’s public censure effectively conveys to these citizens the message that, as a class, they are inferior, immoral, corrupt, perverted, and sinful-that they are not worthy of sharing in the advantages that the State provides to their “normal,” family-oriented, God-fearing, and morally superior heterosexual counterparts. “[T]he failure to provide equal benefits and protections in Montana law to same-sex couples [is] a failure to respect the core humanity of gay and lesbian couples by denying that they can create, for themselves, the same sort of committed, loving relationships which heterosexual couples can create.” Matthew O. Clifford and Thomas P. Huff, Some Thoughts on the Meaning and Scope of the Montana Constitution’s “Dignity” Clause with Possible Applications, 61 Mont. L. Rev. 301, 335 n. 137 (2000). I can think of no better way to attack the right of inviolable human dignity of each of the Plaintiffs in this case. I conclude and would hold that the State’s discriminatory refusal to provide the benefits and protections at issue here to the committed intimate same-sex couples violates the Dignity Clause of Article II, Section 4.
¶ 168 Having concluded my analysis under the Equal Protection and Dignity Clauses, I now turn to the Marriage Amendment.
V. THE MARRIAGE AMENDMENT
¶169 Believing with you that religion is a matter which lies solely between man and his God, that he owes account to none other for his faith or his worship, that the legislative powers of government reach actions only, and not opinions, I contemplate
A. Constitutional Language
¶170 The Montana Constitution is divided into 14 articles, each addressing a different facet of government. Article I contains the Compact with the United States. Article II is the Declaration of Rights-which we have described as “a compact of overlapping and redundant rights and guarantees,” Armstrong v. State,
¶171 That leaves Article XIII, which is titled “General Provisions.” Section 1 concerns the chartering of nonmunicipal corporations. Section 2 directs the Legislature to provide for an office of consumer counsel. Section 3 (repealed in 1986) required the Legislature to create a salary commission. Section 4 directs the Legislature to adopt a code of ethics. Section 5 requires the Legislature to enact liberal homestead and exemption laws. And Section 6 prohibits perpetuities except for charitable purposes.
¶172 Last among these general provisions is Section 7, the Marriage Amendment, which was added in 2004. It states, in its entirety: “Only a marriage between one man and one woman shall be valid or recognized as a marriage in this state.” Mont. Const, art. XIII, § 7. I note that this is the only provision in the Montana Constitution that purports to affirmatively strip an entire class of citizens of an
B. Irrelevance of the Marriage Amendment
¶173 The State and several of its amici drape themselves in the mantel of the Marriage Amendment as an underpinning for their arguments. They argue that granting committed intimate same-sex couples any of the statutory benefits and protections which are accorded to different-sex married couples-while still denying same-sex couples the right to marry-may violate the Marriage Amendment. I say “may” because, as noted earlier, the Attorney General’s position is difficult to reconcile. On one hand, he seems to contend that the Marriage Amendment precludes Plaintiffs’ claims, yet, on the other hand, he concedes that the Legislature could provide same-sex couples with similar protections as are granted to different-sex married couples, by means of a civil-union or domestic-partnership scheme, if it chose to do so. See ¶ 63, supra. Regardless of the State’s actual position on this matter, however, there is no question where the State’s amici stand: They believe that the Marriage Amendment precludes Plaintiffs’ claims. See Amicus Curiae Br. of Mont. Catholic Conf. and Other Christian Churches at 5 (“This lawsuit is, in effect, an attempt to change the Constitutional and statutory definition of marriage.”); Br. of Amicus Curiae Mont. Family Found, at 3 (“Th[e] constitutional definition of marriage is, in reality, what Appellants challenge....”); Br. of Amici Curiae Sen. President, Sen. Majority Leader, Speaker of the H.R., and H. Majority Leader of the State of Montana at 7-13 (analogizing the issue here, concerning same-sex couples, to the “moral dilemma” in the mid-1800s of whether slavery was “right” or “wrong,” and arguing that this Court should not “exalt the desires of the minority” over the will of the majority expressed through Montana’s Marriage Amendment). Needless to say, I disagree entirely with this view of the Marriage Amendment’s scope.
¶174 First of all, Plaintiffs do not seek the status of “marriage.” They seek only the opportunity to obtain the protections which the State of Montana has made available to different-sex couples-such as decision-making authority during medical emergencies and end-of-life situations, a financial safety net under the tax code, and legal rights in the event of a spouse’s injury, death, or intestacy. In the most basic terms, these committed intimate same-sex couples-some of whom have been together for decades-merely ask that they not be treated as “legal strangers” to each other. It is difficult to comprehend how granting them this basic civil right infringes upon or undermines the institution
¶175 Indeed, the same sort of paranoid arguments were once held out as obvious and incontrovertible reasons to deny the constitutional rights of different-race couples. See e.g. Perez v. Sharp,
¶176 Secondly, “[t]hat the Marriage Amendment effectively prevents same-sex couples from marrying does not automatically permit the government to treat them differently in other ways.” Alaska Civ. Liberties Union v. State,
¶177 In fact, the State’s reasoning on this point is entirely circular. The State offers the following syllogism: Premise 1 - “Marriage is defined by [§ 40-1-103, MCA] as ‘a personal relationship between a man and a woman arising out of a civil contract to which the consent of the parties is essential’ Premise 2 - This definition “has been incorporated into the Montana Constitution by [the Marriage Amendment]”; Conclusion - “Spousal benefits, therefore, flow from the now-constitutional status of marriage.” All that Premise 1 and Premise 2 establish, however, is that the “personal relationship” recognized by the State must, under the Montana Constitution, consist of one man and one woman. The third (unstated) premise of the State’s syllogism is that this “personal relationship” includes the right to “spousal benefits.” Yet, neither the Marriage Amendment nor § 40-1-103, MCA, says anything about spousal benefits, and the State concedes elsewhere in its brief that there is “no constitutional or judicially enforceable mandate for the Legislature to provide or fund spousal benefits.” See In re Marriage Cases,
¶178 Notably, the California Supreme Court concluded that Proposition 8, which amended California’s Constitution to restrict marriage to one man and one woman, did not also “have the effect of abrogating the constitutional right of same-sex couples to enter into an officially recognized family relationship with a designation other than marriage.” Strauss v. Horton,
an alternative, much more sweeping initiative measure-proposing the addition of a new constitutional section that would have provided not only that “[o]nly marriage between one man and one woman is valid or recognized in California,” but also that “[njeither the Legislature nor any court, government institution, government agency, initiative statute, local government, or government official shall... bestow statutory rights, incidents, or employee benefits of marriage on unmarried individuals”-was circulated for signature at the same time as Proposition 8, but did not obtain sufficient signatures to qualify for the ballot.
Strauss,
¶179 Accordingly, there was no need for the Attorney General to inject the Marriage Amendment into this case, nor was there any legal basis for the religious and “family values” organizations to file numerous amicus briefs supporting the Attorney General’s arguments in that respect. Nevertheless, the Marriage Amendment has been put at issue, and it is thus necessary to address this aspect of the State’s approach. For the reasons which follow, and based on my examination of the provision for what it actually is and does, I conclude the Marriage Amendment itself cannot withstand constitutional scrutiny.
C. Basis of the Marriage Amendment
¶ 180 The entire underpinning of the Marriage Amendment is based on attacking and demeaning homosexuals and homosexuality. This is abundantly clear from the 2004 Voter Information Pamphlet provided to voters by the Montana Secretary of State and contained in the record of this case. In their argument for the Marriage Amendment (referred to as Constitutional Initiative 96 or CI-96), Proponents rail against “homosexual activists” who, Proponents claim, are seeking out “activist judges” to force Montanans to become part of “a vast, untested social experiment.” Proponents assert that “homosexual activists” are “threatening” not only “the time-honored, vital institution of marriage,” but also “the freedom to teach our children as we wish.” Proponents warn parents that if CI-96 fails, “[ejvery public school in Montana would be required to teach your children that same-sex marriage and homosexuality are perfectly normal” (emphasis in original). Proponents use similar scare tactics in an attempt to rally “small business employers,” asserting that they “may someday be required to provide expanded health coverage, retirement and fringe benefits to same-sex ‘spouses’ of employees” (emphasis in original), which allegedly “could hurt Montana’s economy and jobs.” Proponents also warn churchgoers that if CI-96 does not pass, “[y]our church will be legally pressured to perform same-sex weddings” and may lose its “tax exemptions” if it refuses to perform such ceremonies. Finally, Proponents argue that CI-96 is necessary for childrearing:
Natural marriage is extremely important for future generations. Men and women are distinctly different. Each gender brings vitally important, and unique, elements to a child’s development.*305 Saying that children don’t necessarily need fathers or mothers is saying that one gender or the other is unnecessary. A loving and compassionate society always aids motherless and fatherless families. Compassionate societies never intentionally create families without mothers or fathers, which is exactly what same-sex homes do. [Emphasis in original.]
¶181 Notably, in their rebuttal to the opponents’ argument against CI-96, Proponents state that the initiative “doesn’t limit the ability of homosexuals to enter into contractual agreements to protect their assets,” “doesn’t stop employers from giving same-sex couples the same benefits as their married employees (if they so choose),” and “doesn’t stop churches from recognizing same-sex relationships.” Proponents categorically deny that the Marriage Amendment “limits the rights of homosexuals.” They state that the Marriage Amendment accomplishes one thing: “It simply stops the legalization of homosexual marriage,” which Proponents claim has never been a “right” of same-sex couples in the first place. Proponents make it clear that their goal is to preserve “the historical definition of marriage.” Proponents present no argument that the Marriage Amendment will go further and prohibit state government from granting same-sex couples legal protections similar to those possessed by married persons. Proponents did not incorporate into Montana’s Marriage Amendment the language used in Article I, Section 29 of the Nebraska Constitution, which had been approved by Nebraska electors several years earlier (in November 2000).
¶182 In any event, the important point here is that there is no factual or legal basis whatsoever for any of Proponents’ assertions in support of CI-96. Indeed, the Voter Information Pamphlet offers no actual reasoning, statistics, or evidence to support the fears it mongers. Yet, the fabricated threats posed by homosexuals to marriage, family, children, business, religion, and the economy were the so-called “official” justifications for the Marriage Amendment. It is clear that the promoters of the Marriage Amendment were playing to a populist paranoia grounded in something other than actual evidence.
¶183 In this regard, some useful insights may be gleaned from the strikingly similar campaign four years later (in 2008) in support of Proposition 8 in California. Essentially identical to Montana’s Marriage Amendment, Proposition 8 (now Article I, Section 7.5 of the California Constitution) states in its entirety: “Only marriage between a man and a woman is valid or recognized in California.” Following its approval by a slim majority of California voters (52.3 percent),
¶184 For starters, the federal district court found that the proponents of Proposition 8 relied “on fears that children exposed to the concept of same-sex marriage may become gay or lesbian” and “on stereotypes to show that same-sex relationships are inferior to opposite-sex relationships.” Perry,
“[Pjassing Proposition 8 would depend on our ability to convince voters that same-sex marriage had broader implications for Californians and was not only about the two individuals involved in a committed gay relationship.” “We strongly believed that a campaign in favor of traditional marriage would not be enough to prevail.” “We probed long and hard in countless focus groups and surveys to explore reactions to a variety of consequences our issue experts identified” and they decided to create campaign messaging focusing on “how this new ‘fundamental right’ would be inculcated in young children through public schools.” “[T]here were limits to the degree of tolerance Californians would afford the gay community. They would entertain allowing gay marriage, but not if doing so had significant implications for the rest of society.” “The Prop 8 victory proves something that readers of Politics magazine know very well: campaigns matter.”
Perry,
Proposition 8 is simple and straightforward. * * * Proposition 8 is about preserving marriage; it’s not an attack on the gay lifestyle. * * * It protects our children from being taught in public schools that “same-sex marriage” is the same as traditional marriage. * * * While death, divorce, or other circumstances may prevent the ideal, the best situation for a child is to be raised by a married mother and father. * * * If the gay marriage ruling [of the California Supreme Court] is not overturned, TEACHERS COULD BE REQUIRED to teach young children there is no difference between gay marriage and traditional marriage.
We should not accept a court decision that may result in public schools teaching our own kids that gay marriage is ok. * * * [W]hile gays have the right to their private lives, they do not have the right to redefine marriage for everyone else.
Perry,
¶186 Based on the evidence regarding the campaign to pass Proposition 8, the federal district court concluded that “the most likely explanation for its passage [was] a desire to advance the belief that opposite-sex couples are morally superior to same-sex couples.” Perry,
• “Gay and lesbian sexual orientations are ‘normal variation[s] and are considered to be aspects of well-adjusted behavior.’ ”
• “Homosexuality is not considered a mental disorder. The American Psychiatric Association, the American Psychological Association and other major professional mental health associations have all gone on record affirming that homosexuality is a normal expression of sexuality and that it is not in any way a form of pathology.”
• “ ‘Courts and legal scholars have concluded that sexual orientation is not related to an individual’s ability to contribute to society or perform in the workplace.’ ”
• “Proponents admit that same-sex sexual orientation does not result in any impairment in judgment or general social and vocational capabilities.”
• “Proponents admit that gay and lesbian individuals, including plaintiffs, have formed lasting, committed and caring relationships with persons of the same sex and same-sex couples share their lives and participate in their communities together.”
• The American Psychoanalytic Association has stated that “ ‘gay*309 men and lesbians possess the same potential and desire for sustained loving and lasting relationships as heterosexuals.’ ”
• “Research that has compared the quality of same-sex and opposite-sex relationships and the processes that affect those relationships consistently shows ‘great similarity across couples, both same-sex and heterosexual.’ ”
• “Same-sex couples have more similarities than differences with opposite-sex couples, and any differences are marginal.”
• “Married same-sex couples in Massachusetts have reported various benefits from marriage including greater commitment to the relationship, more acceptance from extended family, less worry over legal problems, greater access to health benefits and benefits for their children.”
• “Proponents admit that gay and lesbian individuals raise children together.”
• “ ‘[SJocial science has shown that the concerns often raised about children of lesbian and gay parents-concerns that are generally grounded in prejudice against and stereotypes about gay people-are unfounded.’ ”
• “Studies have demonstrated ‘very conclusively that children who are raised by gay and lesbian parents are just as likely to be well-adjusted as children raised by heterosexual parents.’ These results are ‘completely consistent with our broader understanding of the factors that affect children’s adjustment.’ ”
• “Sociological and psychological peer-reviewed studies conclude that permitting gay and lesbian individuals to marry does not cause any problems for children.”
• “Children do not need to be raised by a male parent and a female parent to be well-adjusted, and having both a male and a female parent does not increase the likelihood that a child will be well-adjusted.”
• “The genetic relationship between a parent and a child is not related to a child’s adjustment outcomes.”
• “Allowing same-sex couples to marry will have ‘no impact’ on the stability of marriage.”
• “When racial restrictions on marriage across color lines were abolished, there was alarm and many people worried that the institution of marriage would be degraded and devalued. But ‘there has been no evidence that the institution of marriage has become less popular because * * * people can marry whoever they want.’ ”
*310 • “Data from Massachusetts on the ‘annual rates for marriage and for divorce’ for ‘the four years prior to same-sex marriage being legal and the four years after’ show ‘that the rates of marriage and divorce are no different after [same-sex] marriage was permitted than they were before.’ ”
• “The viability of civilization or social order does not depend upon marriage as an exclusively heterosexual institution.”
Perry,
¶187 In sum, like the CI-96 campaign, the Proposition 8 campaign “relied heavily on negative stereotypes about gays and lesbians.” Perry,
¶ 188 One such underlying moral and religious view is that men and women must adhere to specific gender roles in a marriage: the husband “is the bread winner” and the wife “stays at home.” Perry,
“[T]he primacy of the husband as the legal and economic representative of the couple, and the protector and provider for his wife, was seen as absolutely essential to what marriage was” in the nineteenth century. Gender restrictions were slowly removed from marriage, but “because there were such alarms about it and such resistance to change in this what had been seen as quite an essential characteristic of marriage, it took a very very long time before this trajectory of the removal of the state from prescribing these rigid spousal roles was complete.” The removal of gender inequality in marriage is now complete “to no apparent damage to the institution. And, in fact, I think to the benefit of the institution.”
Perry,
¶189 Another underlying moral and religious view is that gay and
[t]he religious arguments that were mobilized in the 1950s to argue against interracial marriage and integration as against God’s will are mirrored by arguments that have been mobilized in the Proposition 8 campaign and many of the campaigns since Anita Bryant’s ‘Save Our Children’ campaign, which argue that homosexuality itself or gay people or the recognition of their equality is against God’s will.
Perry,
¶190 Indeed, the Marriage Amendment is undisputedly grounded in religious doctrine. That much is apparent not only from the federal district court’s findings, but particularly from the fulminations of numerous religious organizations in the present case, led by the Montana Catholic Conference, against the prospect that gay, lesbian, and bisexual Montanans might enjoy some measure of legal protection for their relationships. If homosexuality and same-sex relationships were not a religious issue, it is highly doubtful that any of these amici
¶191 Before proceeding, I should note that what follows is not an attack on religion, and I make no pretense of being a theologian. That the Marriage Amendment embodies a biblical abhorrence of homosexuality is, in my view, apparent from the testimony and evidence in the Perry case, discussed above, and from a casual reading of the Bible’s teachings against homosexuality, discussed below.
¶192 While the historical Jesus, notably, had absolutely nothing to say on the subject, there are passing references to homosexuality in Romans 1:26-27, I Corinthians 6:9-10,1 Timothy 1:10, and Jude 1:7 (New King James Version). The primary condemnations of
¶193 The references to homosexuality in Leviticus are part of the so-called “Holiness Code.” See Luther Seminary, Leviticus 17-27 - The Holiness Code, http://www.enterthebible.org/resource link.aspx?rid=377. Leviticus explicitly condemns homosexuality: “You shall not lie with a male as with a woman. It is an abomination.” Leviticus, 18:22; see also Leviticus, 20:13 (“If a man lies with a male as he lies with a woman, both of them have committed an abomination. They shall surely be put to death. Their blood shall be upon them.”). It should also be noted, however, that Leviticus sets forth a number of other rules that presumably made sense to a primitive nomadic culture thousands of years ago but that modern society would certainly question, if not outright ignore. Indeed, it seems absurd to consider an amendment to Montana’s Constitution authorizing the possession of slaves (Leviticus 25:44), or requiring the burning of animals as a sacrifice to God (Leviticus 1:2-17), or prohibiting intercourse with menstruating women {Leviticus 15:19-24), or prohibiting the consumption of shellfish {Leviticus 11:10-12), or prohibiting a blind or lame person from approaching the altar of God {Leviticus, 21:18-20), or prohibiting the trimming of one’s hair, especially at the temples {Leviticus 19:27), or prohibiting any contact with or consumption of dead pigs {Leviticus 11:7-8), or prohibiting the planting of two different crops in the same field {Leviticus 19:19), or prohibiting the wearing of mixed linen and wool {Leviticus 19:19), or requiring the stoning of those who blaspheme {Leviticus 24:10-16).
¶194 As already stated, this is not meant to disparage or trivialize biblical teachings. In terms of sectarian doctrine and ritual, people
¶195 My focus here, however, is not on federal law. My analysis instead focuses solely on Montana’s Constitution because it, unlike its federal counterpart, is burdened with the Marriage Amendment.
D. Constitutionality of the Marriage Amendment
¶196 The Montana Constitution makes it clear that the right and power of government originates with the people, and they may amend the Constitution whenever they deem it necessary. Mont. Const, art. II, §§ 1, 2. Yet, one will search in vain for a provision in the
¶197 By way of example, the people could not enact additional “General Provisions” in Article XIII that would prohibit marriages between Catholics and Protestants, prohibit women from working outside the home, and create a committee of business and religious leaders to sanitize media stories. Such amendments would clearly run afoul of Article II, Sections 4, 3, and 7, respectively (not to mention their counterparts in the federal Constitution). Such amendments would themselves be inherently unconstitutional.
¶198 In the same fashion, the people do not have the power to constitutionalize religious doctrine. Again, by way of example, the people could not adopt an amendment that required all church worship services to be conducted on Sunday, or that denied certain governmental services to persons who were not “born again,” or that prohibited women from being ordained as ministers. And for the same reasons, religious teachings that homosexuality is a sin cannot be made part of Montana’s secular law-as the proponents of CI-96 have attempted to do through the Marriage Amendment. The Achilles heel of the Marriage Amendment is that it is the wolf of constitutionalized religious doctrine parading in the sheep-suit of social policy.
¶199 Unlike the Marriage Amendment, Article II, Section 5 is a “fundamental right.” Kortum-Managhan v. Herbergers NBGL,
¶200 The Bible’s condemnation of homosexuality aside, marriage clearly has-and has had for centuries-two separate components. There is the sectarian component: Various religions have doctrines, rituals, and proscriptions regarding marriage. Under the Free Exercise Clause, religions may choose to adopt any desired beliefs, practices, or rituals (within reason
¶201 The right of citizens to practice their religious beliefs is not what is at issue here, however. It is the other component of marriage-the secular component-that is at issue. Like many other states, Montana permits people to marry without the involvement of any institutionalized religion or sectarian organization. People may choose to marry in a completely civil ceremony. See § 40-1-301(1), MCA (“A marriage may be solemnized by a judge of a court of record, by a public official whose powers include solemnization of marriages, by a mayor, city judge, or justice of the peace, by a tribal judge, or in accordance with any mode of solemnization recognized by any religious denomination, Indian nation or tribe, or native group.”). Importantly, what brings the marriage relationship into existence in the eyes of the law is the properly executed marriage license issued by the State and the completion of certain medical tests and legal prerequisites. See Title 40, chapter 1, parts 1 and 2, MCA; §§ 40-1-301(1), -321, -322, MCA. This is so regardless of the ceremony or ritual performed and
¶202 With the governmentally created and licensed relationship, there also springs into existence the various benefits and obligations at issue here. There is no religion or religious institution in Montana that can create, provide, or deny statutory benefits and protections incident to marriage. Only the State can do that. Certainly the State could choose to provide no benefits at all for married couples. Marriage Cases,
¶203 In denying Plaintiffs these protections through the conduit of the Marriage Amendment, the State conflates religious canons regarding marriage with the State’s own civil laws. This is patently
¶204 Before concluding this discussion, I have two final observations. First, to credit the implicit (and explicit) fears expressed in the amicus briefs of the religious and “family values” organizations, one is led to believe that same-sex marriages are going to overwhelm (or dilute, as the State puts it) the now heterosexually dominated institution. These fears are completely irrational. Indeed, were it not for its religious underpinnings, such homophobia would be bizarre. For one thing, the lesbian, gay, bisexual, and transgender community is a relatively small minority. A Gallup report published in October 2012 reported that, nationally, 3.4 percent of U.S. adults answered “yes” when asked if they identify as lesbian, gay, bisexual, or transgender. Of the remaining, 92.2 percent answered “no” and 4.4 percent refused to answer or answered “don’t know.” Racial and ethnic minorities were more likely than white Americans to identify as lesbian, gay, bisexual, or transgender: 4.6 percent of African Americans, 4.3 percent of Asians, 4.0 percent of Hispanics, and 3.2 percent of Caucasians. And younger Americans (age 18 to 29) were more likely than seniors (age 65 and older) to identify as lesbian, gay, bisexual, or transgender: 6.4 percent versus 1.9 percent, respectively. See Gary J. Gates & Frank Newport, Special Report: 3.4% of U.S. Adults Identify as LGBT, http://www .gallup.com/poll/158066/special-report-adults-identifylgbt.aspx (Oct. 18, 2012); Gary J. Gates & Frank Newport, Gallup Special Report: The U.S. Adult LGBT Population, http://williamsinstitute.law.ucla.edu/research/census-lgbtdemographics-studies/gallup-special-report-18oct-2012. Furthermore,
¶205 Second, the institution of marriage has been and is, of course, completely dominated by heterosexuals. However, for all of the sanctimonious hyperbole about the one-man/one-woman marital relationship, the nationwide rates of divorces in 1990, 2000, and 2009 were 48 percent, 49 percent, and 50 percent, respectively, relative to the rate of marriages performed those same years. In Montana, the numbers were even higher: 59 percent, 58 percent, and 55 percent, respectively. See U.S. Census Bureau, Statistical Abstract of the United States: 2012, at 98 (2011), http://www.census.gov/compendia/ statab. Those who insist on the nuclear mother-father-children model appear to be wholly detached from the reality of modern America. While the number of “family households” increased 8 percent between 2000 and 2010, the percentage of such households falling into the “husband-wife with own children” category dropped from 35 percent in 2000 to 30 percent in 2010. See U.S. Census Bureau, Households and Families: 2010, at 4-5 (Apr. 2012), http://www.census.gov/prod/cen2010/ briefs/c2010br-14.pdf. In 2004, 58 percent of children lived with their married, biological parents, down from 60 percent in 2001 and 61 percent in 1996. See U.S. Census Bureau, Living Arrangements of Children: 2004, at 4 (Feb. 2008), http://www.census.gov/prod/ 2008pubs/p70-114.pdf. The “Beaver Cleaver” family of the 1950s simply does not represent modern America, and is not likely to be resurrected given the demographics, demands, and exigencies of contemporary life in this country. In any event, if sectarian and “family values” organizations are intent on preserving the sanctity of marriage, it seems that their efforts and resources would be better spent focusing on the damage that heterosexuals are inflicting on the institution, rather than the imagined threat that homosexuals and bisexuals supposedly pose. Furthermore, if those organizations are setting out to reform American “morality” to the dictates of their own
¶206 In conclusion, assuming for the sake of argument that it is even applicable in this case, the Marriage Amendment cannot justify the State’s approach. The Marriage Amendment is simply constitutionalized religious doctrine, and it cannot serve as a conduit for providing discretionary statutory benefits to some committed intimate couples while denying them to others. The benefits and obligations which the State creates under its secular law must not first be filtered through the sieve of religious doctrine in order to see who gets what. Article II, Section 5 ensures the separation of church and state. The constitutional quid pro quo is this: While the State is not permitted to be involved in the workings of religious institutions, neither is the State permitted to enforce the doctrines, canons, mandates, or proscriptions of any religion or sectarian organization. The State may not “target” a class of individuals for disparate treatment in order to advance a religious purpose or doctrine, without violating the Establishment Clause.
VL CONCLUSION
¶207 There are many who believe that gays and lesbians are second-class citizens; that they are morally inferior; that they are objects worthy of societal scorn, derision, and hatred; that they may be reviled and demonized on the floor of the Legislature with impunity; that they may be discriminated against by local governments; that they may be bullied in their schools and workplaces; and that they are not entitled to the same rights accorded to heterosexuals. Such views parallel those held by many-even the United States Supreme Court-regarding racial minorities and women a century ago. Dred Scott v. Sandford,
¶208 My abiding belief is that no person-no human being-in our society should be reviled, demonized, and discriminated against for being gay, lesbian, or bisexual, any more than they should be treated in that fashion for being Native American, Presbyterian, female, disabled, poor, or Irish. No person should be the object of state-sanctioned bigotry simply for being born homosexual or for choosing to love another person of the same sex. No person should be made to suffer the deprivation of their civil rights and liberties because of the religious beliefs and doctrines of others-doctrines that are now constitutionalized in the Marriage Amendment and enforced by Montana’s government. And no person should be stripped of her or his inviolable human dignity based on sexual orientation. Ever!
¶209 It may be argued that gay, lesbian, and bisexual Montanans theoretically have won a token victory today. But that simply is not the case. Their victory, if any, must yet be determined in the multitude of lawsuits that will have to be filed in the District Court here and in other trial courts. I doubt that any of these citizens will have the time, the money, or the fortitude to wage the required litigation jihad against their own government simply to obtain the same rights that their heterosexual fellow citizens enjoy. Realistically the Plaintiffs here have gained nothing. The problem, it should be noted, is not with their counsel, who have done an excellent job of researching, briefing, and arguing the issues in this case. The problem, rather, is that this Court has chosen to punt. And in simply kicking the can down the road, the Court has denied Plaintiffs the dignity, respect, fairness, justice, and equality to which they are entitled-foremost as human beings, and legally under Montana’s Constitution.
¶210 Sexual orientation is a big deal to those who demand that their personal religious beliefs, their Bible’s abhorrence, and their partisan ideology concerning homosexuality must apply to everyone else, across the board, no exceptions. But future generations-indeed, most young
Epilogue
¶211 This will be my last opportunity to sit as a member of this Court on a case involving the fight for the dignity and the civil and human rights of lesbian, gay, bisexual, and transgender people. I had hoped-indeed, believed-that the work this Court started 15 years ago in Gryczan would be brought to fruition and successfully concluded with our decision in this case. Sadly, that is not to be. As I have, I can strenuously disagree with this Court’s decision. Regrettably, however, I have been unsuccessful in doing more than that. I know how frustrating today’s decision must be for the committed same-sex couples and for lesbian, gay, bisexual, and transgender Montanans across this State.
¶212 Our collective frustration and sadness aside, however, if we have learned anything as an evolving species, it is that no government, no religion, no institution, and no political party can long oppress the inviolable dignity and spirit of human beings in their fight for fairness in the courts, access to justice, and equal protection of the laws. Those are the seminal principles upon which our country was founded, and they are the birthright of every natural person on this planet, without exception. Those rights will not be long denied to those suffering the scourge of discrimination and hatred. The committed couples here-and
¶213 For the foregoing reasons, I strenuously dissent.
APPENDIX 1 to DISSENT
(Listing of Statutes Attached to Plaintiffs’ Motion to Alter or Amend the Judgment)
(Plaintiffs’ Prayer for Relief)
PRAYER FOR RELIEF
WHEREFORE, Plaintiffs pray for:
(1) A declaration that the State’s failure to offer same-sex couples equal opportunity to obtain the protections and obligations that are available to different-sex couples through the legal status of marriage violates Plaintiffs’ right to equal protection under Article II, Section 4 of the Montana Constitution.
(2) A declaration that the State’s exclusion of same-sex couples from the opportunity to obtain the protections and obligations the State provides to different-sex couples who marry violates Plaintiffs’ right to privacy under Article II, Section 10 of the Montana Constitution.
(3) A declaration that the State’s exclusion of same-sex couples from the opportunity to obtain the protections and obligations the State provides to different-sex couples who marry violates Plaintiffs’ right to dignity under Article II, Section 4 of the Montana Constitution.
(4) A declaration that the State’s exclusion of same-sex couples from the opportunity to obtain the protections and obligations the State provides to different-sex couples who marry violates Plaintiffs’ right to pursue life’s basic necessities under Article II, Section 3 of the Montana Constitution.
(5) A declaration that State’s exclusion of same-sex couples from the opportunity to obtain the protections and obligations the State provides to different-sex couples who marry violates Plaintiffs’ right to due process under Article II, Section 17 of the Montana Constitution.
(6) An order enjoining the State from continuing to deny Plaintiffs and their families access to a legal status and statutory structure that confers the protections and obligations the State provides to different-sex couples who marry.
(7) An order requiring the State to offer same-sex couples and their families a legal status and statutory structure that confers the protections and obligations that the State provides to different-sex couples who marry, but not the status or designation of marriage.
(8) An order awarding Plaintiffs their costs and their reasonable attorneys’ fees.
(9) An order awarding such other and further relief as the Court deems just and proper.
-20-
In re Marriage Cases,
See e.g. Western Tradition Partn. v. Atty. Gen.,
In contrast, see e.g. Perry v. Brown,
Allstate Ins. Co. v. Hayes,
See Lee v. State,
Plessy v. Ferguson,
See e.g. § 15-61-102(3), MCA (“ ‘Dependent’ means the spouse of the employee or account holder ....”); § 19-6-505(2), MCA (“Upon the retired member’s death, the retirement benefit must be paid to the member’s surviving spouse, if there is one.”); § 27-1-515, MCA (“The rights of personal relations forbid... the abduction or enticement of a wife from the wife’s husband or a husband from the husband’s wife ....”); § 39-71-116(4), MCA (“ ‘Beneficiary’ means ... a surviving spouse living with or legally entitled to be supported by the deceased at the time of injury ....”); § 40-2-102, MCA (“Insofar as each is able, the husband and wife shall support each other out of their property and labor.”); § 40-2-108, MCA (“A married person may be a personal representative, guardian, conservator, or trustee and may personally be bound and may bind the estate the person represents without any act or assent on the part of the person’s spouse.”); § 50-9-106(2), MCA (“The authority to consent or to withhold consent under subsection (1) may be exercised by the following individuals, in order of priority: (a) the spouse of the individual....”); § 72-2-412, MCA (“A decedent’s surviving spouse is entitled to a homestead allowance of $20,000.”).
The State has put forth one purported objective for the exclusion of same-sex couples from the statutory benefits and obligations provided to married couples: “that an option short of marriage would detract from or dilute the uniqueness of the marital bond.” For reasons discussed in the Marriage Amendment section below, I conclude that this asserted justification is without merit. See ¶¶ 174-178, 186-187, 204-205, infra.
Letter to the Danbury, Conn., Baptist Assn. (Jan. 1,1802), in Works of Thomas Jefferson vol. 8, 113.
See also e.g. Alan Sears & Craig Osten, The Homosexual Agenda: Exposing the Principal Threat to Religious Freedom Today (Broadman & Holman 2003). It is disturbing that the same sort of propaganda was used to demonize various disliked groups in pre-World War II Germany. Some examples of this are provided at the German Propaganda Archive, http://www.calvin.edu/academic/cas/gpa, including The German National Catechism, The Jewish World Plague, and Ten Responses to Jewish Lackeys. See also Persecution of Homosexuals in Nazi Germany and the Holocaust, http://en.wikipedia.org/wiki/Persecution_of_homosexuals_in_Nazi_Germany_and_th e_Holocaust (which is a thorough and authoritatively supported article on the subject); Jewish Virtual Library, Nazi Persecution of the Mentally and Physically Disabled, http://www.jewishvirtuallibrary.org/jsource/Holocaust/disabled.html. (Each Internet site mentioned in this Dissent was last accessed December 14, 2012.)
As amici curiae Montana Religious Leaders make clear, religious organizations are not in unanimous agreement concerning the rights of same-sex couples. Compare Amicus Curiae Br. of Mont. Catholic Conf. and Other Christian Churches (opposing Plaintiffs’ claim), with Br. of Amici Curiae “Montana Religious Leaders” (supporting Plaintiffs’ claim because, “like all Montanans, gay and lesbian Montanans deserve to be treated with dignity and afforded equal rights and protections under the law”).
As a former member of the Catholic Church, I find it somewhat incongruous that while the Montana Catholic Conference leads the charge here against the same-sex couples, the Church is an institution that is itself burdened with a history of marginalizing women and facilitating the sexual abuse of children. The literature on this subject is prodigious, and I make no attempt to cite all of it here. The following resources confirm my observations in this regard: The City University of New York, John Jay College of Criminal Justice, The Nature and Scope of Sexual Abuse of Minors by Catholic Priests and Deacons in the United States 1950-2002 (Feb. 2004), http://www.bishop-accountability.org/reports/2004_02_27_JohnJay_ revised/2004_02_27_John_Jay_Main_Report_Optimized.pdf; Sam Harris, The Moral Landscape: How Science Can Determine Human Values, 199-201 n. 14 (Free Press 2010); Catholic SexAbuse Cases, http://en.wikipedia.org/wiki/Catholic_sex_abuse_cases (a thoroughly annotated article on the subject); Sandra M. Schneiders, The Effects of Women’s Experience on Their Spirituality, http://www.spiritualitytoday.org /spir2day/833521schneiders.html; Judith Levitt, Women as Priests, N.Y. Times (Sep. 29, 2012); Rachel Donadio, Pope Rebukes Priests Who Advocate Ordaining Women and Ending Celibacy, N.Y. Times (Apr. 5, 2012); Doctrinal Assessment of the Leadership Conference of Women Religious, http://www.usccb.org/loader.cfm7cs Module=security/getfile&pageid=55544.
In a similar vein, while officially condemning homosexuality, the Boy Scouts of America, a federally chartered organization, incongruously maintained a different approach in dealing with pedophile adult scout leaders and volunteers. For decades, the organization maintained secret “perversion files,” failed to report incidents of child sexual abuse to legal authorities, covered up sexual abuse reports, handled sexual abuse claims “in house” via face-saving measures, and facilitated the sexual abuse of children by allowing pedophiles excluded from the scouting program in one state to reenter the program in a different state (not unlike the approach of the Catholic Church, as noted above. See Petula Dvorak, In Boy Scouts’ “Perversion Files,’’ Vivid Details on the Child Molesters among Us, Washington Post (Oct. 26, 2012); Paul Duggan, Boy Scout “Perversion Files” Released, Washington Post (Oct. 18, 2012); Bob Rogers, Montana and Wyoming Men Identified in Boy Scouts’ “Perversion File, ” Billings Gazette (Oct. 18, 2012); PRWeb, Monumental Boy Scouts Child Sex Abuse Report Released, http://www.prweb.com/releases/prwebboy-scouts/child-sexabuse/prwebl0134925.htm (Nov. 15, 2012).
Under prevailing law, religions-at least in this country-cannot sanction incest, female genital mutilation, polygamy, honor killing, and similar practices, even if such practices are divinely inspired.
Montana also recognizes common-law marriage and marriage performed by “declaration” without solemnization. See § 40-1-403, MCA. Common-law and declared marriages each have their own peculiar legal, but nonreligious, prerequisites. See In re Marriage of Swanner-Renner,
The court may have been referring to St. Andrews Roman Catholic Church, which is located next door to the Daniel Patrick Moynihan United States Courthouse.
While the State’s amici apparently take a different view, they have cited no authority whatsoever for their premise that the State is required to grant such benefits.
Indeed, with every advancement in science, religion loses ground. The more humans learn and understand about the laws that actually control the universe, the less is their need to rely on gods, miracles, and myths to explain that which they do not understand.
