Lead Opinion
SILER, J., delivered the opinion of the court, in which MARTIN, C. J., joined.
OPINION
Plaintiff Lewell Marcum filed this 42 U.S.C. § 1983 action against the late Sam Catron, in his official capacity as Sheriff of Pulaski County, Kentucky (“Catron” or “Sheriff’), alleging that he was fired as a result of his intimate relationship and cohabitation with a married woman in violation of his right of association as guaranteed by the First and Fourteenth Amendments. He appeals the district court’s order granting summary judgment in favor of Catron based on its conclusion that his adulterous relationship was not constitutionally protected. For the reasons that follow, we affirm.
Background
The parties agree that the basic facts in this case concerning the relationship between Lewell Marcum and Rena Abbott are not in dispute. Marcum was hired as a Pulaski County deputy sheriff in February 1986. He separated from his wife on May 8, 1997. Prior to the separation, Marcum lived with his wife and their two children in the martial residence, except for two brief periods in 1996. His divorce was not final until March 11,1999.
During the course of his work as a deputy sheriff, Marcum met Rena Abbott in 1994 or 1995. When the two met, Abbott was married and living with her husband and their children. From the initial meeting until their cohabitation, Marcum and Abbott were just “good Mends” whose respective spouses and families were social acquaintances whose association was marked by family outings and get-togeth-ers.
As an informant, Abbott frequently met with Marcum to discuss cases. At some point, at least by June 1996, their relationship had progressed sufficiently to attract the attention of Chief Deputy Swartz, who counseled Marcum about Abbott’s visits to his office and the courthouse. The relationship had become the subject of rumors in and around both the sheriffs department and the courthouse. Additionally, Sheriff Catron received numerous complaints concerning Marcum’s association with Abbott from employees within his department, as well as persons working at the courthouse and various citizens within the community.
The relationship reached a turning point in September 1997. While on duty on September 4, Marcum informed Abbott that her husband was making passes at her best friend. Abbott asked Marcum to go with her to confront the woman, which he agreed to do. After receiving confirmation of Marcum’s information, Abbott moved out of the marital residence and into her brother’s cottage where she remained with her children until September 9 or 10. During her stay at the cottage, Abbott discussed with Marcum her inability to rent a place of her own and the possibility of their renting a place together, sharing expenses. There had been no discussion of cohabitation between Mar-cum and Abbott prior to Abbott’s leaving her husband.
The two then rented a townhouse and began living together on September 9 or 10. Marcum testified that they were not contemplating sharing a life together, or anything of that nature when they assumed their cohabitation. Abbott testified that at the time they moved into the townhouse, the arrangement was strictly a roommate type relationship with both paying their share of the costs. Marcum also testified that he and Abbott did not engage
Regardless of their relationship prior to then- cohabitation, it is undisputed that Marcum and Abbott were romantically involved during the time they lived together and certainly at the time of Marcum’s dismissal. After learning of this living arrangement, Sheriff Catron told Marcum that either he or Abbott would have to move out. Marcum was discharged on September 19, 1997, upon his perceived failure to comply with Catron’s directive. The living arrangement between Marcum and Abbott lasted approximately one month.
Marcum filed a 42 U.S.C. § 1983 action for wrongful termination against Sheriff Catron, in his individual and official capacity, alleging that he was fired because of his relationship and cohabitation with Abbott in violation of his constitutional rights. The district court dismissed Marcum’s First Amendment claims and his freedom of association claim against Catron in his individual capacity on the grounds of qualified immunity. The only claims which survived were Marcum’s freedom of association claim against Catron in his official capacity and his pendent state law claims. The court reserved judgment regarding the freedom of association claim. After extending Marcum time in which to develop the facts about the relationship, the district court concluded that Marcum’s extramarital relationship was not entitled to constitutional protection. Accordingly, the court granted summary judgment against Marcum because he failed to prove an infringement of a constitutionally protected right.
Standard of Review
We review the district court’s summary judgment decision de novo. See Watkins v. Battle Creek,
Discussion
Marcum maintains that his exclusive, romantic and sexually intimate relationship and cohabitation with a married woman is entitled to protection under the constitutional right of association and, as a result, the Sheriff could not legally fire
The two seminal cases defining the right of intimate association that this court must look to for guidance are Roberts v. United States Jaycees,
The Court in Roberts expressed that in order to secure individual liberty, it “must afford the formation and preservation of certain kinds of highly personal relationships a substantial measure of sanctuary from unjustified interference by the State.” Id. at 618,
To determine the limits of state authority over an individual’s freedom to enter into a particular association, it is the task of the court to engage in “a careful assessment of where that relationship’s objective characteristics locate it on a spectrum from the most intimate to the most attenuated of personal attachments,” taking into consideration factors that may include “size, purpose, policies, selectivity, congeniality, and other characteristics” that may be pertinent. Id. at 620,
Marcum argues that the district court failed to assess the attributes and qualities of the relationship between him and Abbott. Instead, he contends that the court ignored the factors and analysis set forth in Roberts and Rotary, and focused exclusively on whether the relationship attends the creation or sustenance of a family. Marcum correctly points out that based on the Court’s decision in Rotary, constitutional protection is not limited to family relationships. See id. The district court, however, noted that relationships afforded this type of constitutional protection are not restricted to those between family members. Moreover, the district court acknowledged the appropriate analysis set forth in Roberts and Rotary and examined the objective characteristics of the relationship between Marcum and Abbott. While there are relationships other than those between family members that may be afforded constitutional protection, it does not follow that any relationship that could be objectively qualified as “intimate” should be protected.
Looking at the factors enunciated in Roberts,
Marcum claims that the district court erred in finding that the adulterous nature of the relationship in question automatically barred constitutional protection. We disagree. The adulterous nature of Mar-cum’s relationship with Abbott is a fact that must be considered in determining where on the spectrum this relationship lies. See Roberts,
Next, Marcum contends that the district court’s rebanee on Bowers v. Hardwick,
The Court in Rotary was not examining an intimate sexual relationship between two consenting adults and rebanee on Bowers for guidance was unnecessary. Bowers is extremely instructive in the present case and the fact that the court was addressing another fundamental liberty interest grounded in the right of privacy does not prevent this court from relying on Bowers for guidance when determining whether an adulterous relationship between two consenting adults is constitu-tionaby protected as a fundamental element of personal liberty protected under the freedom of association. See Fleisher v. Signal Hill,
In Bowers, the Supreme Court rejected the proposition that “any kind of private sexual conduct between consenting adults is constitutionally insulated from state proscription.” Bowers,
Bowers is factually analogous to this case in that it evaluates a consensual sexual relationship between two adults and it provides an expansion on the analysis set forth in Roberts and Rotary for cases dealing with private, sexual relationships. Much like sodomy, proscriptions against
Relying on both the language and spirit of Bowers, the court in Mercure v. Van Buren Township,
As discussed by the district court, Mar-cum’s efforts to distinguish Mercure do not succeed. The fact that the plaintiffs relationship in Mercure was with the wife of a fellow officer is insufficient to render the court’s reasoning inapplicable here; the Mercure court did not base its decision on the identity of the parties. Furthermore, as discussed previously, the fact that adultery is legal in Kentucky does not automatically create constitutional protection, nor does it change the fact that historically adultery has been considered a crime in many states, including Kentucky. We agree with the Mercure court’s conclusion that “adulterous conduct is the very antithesis of marriage and family,” and that such behavior cannot be compared to any of the “fundamental matters of personal choice
Marcum has failed to suggest how his decision to enter into an intimate, sexual relationship and cohabitation with a married woman is a fundamental right deeply rooted in the Nation’s history and tradition or implicit in the concept of ordered liberty. Though perhaps unfair, his dismissal did not infringe his right of association as guaranteed by the First and Fourteenth Amendments.
AFFIRMED.
Notes
. Marcum argues that the ultimate duration of the relationship is not relevant to the determination of whether the relationship was constitutionally protected at the time he was dismissed. We agree with this assertion and, as the discussion will illustrate, the short duration of the cohabitation is not a factor in our analysis.
. Marcum cites a Sixth Circuit case, Corrigan v. City of Newaygo,
. See, e.g., Ariz.Rev.Stat. § 13A-1408-1409; Fla. Stat. § 798.01; GA.Code Ann. § 16-6-19; Kan. Stat. Ann. § 21-3507; Mich. Comp. Laws § 750.30; N.C. Gen.Stat. § 14-184; R.I. Gen. Laws § 11-6-2; S.C.Code Ann. §§ 16-15-60, 16-15-70; Wis. Stat. Ann. § 944.16.
. Ky.Rev.Stat. § 436.070, making adultery a criminal offense in the Commonwealth, was repealed in 1974.
Concurrence Opinion
concurring.
I do not agree with the majority opinion’s holding that because a relationship can be labeled “adulterous,” it should never receive constitutional protection; but because I believe that Plaintiff fails to show that his relationship constitutes the kind of relationship which the Supreme Court has heretofore afforded constitutional protection, I concur in the judgment.
As the majority opinion points out, the Supreme Court has held that the Constitution protects the right to form and maintain certain intimate personal relationships. See Roberts v. United States Jaycees,
The majority opinion holds that the “adulterous nature of the relationship [in this case] does not portray a relationship of the most intimate variety afforded protection under the Constitution.” Broadly construed, this holding appears to indicate that regardless of any other factors that might be considered in assessing whether a relationship should be afforded constitutional protection, the only relevant factor in determining whether a relationship should be afforded constitutional protection, in a case like the present, is whether the relationship can be deemed adulterous.
In Briggs v. N. Muskegon Police Dep't,
Although Briggs has no precedential value because this Court issued no published opinion, we nevertheless affirmed the judgment of the district court, which found that the adulterous relationship involved in that case warranted constitutional protection. In the dissent from the denial of certiorari in Briggs, Justice White noted that the circuits were divided over whether extra-marital sexual activity, including adulterous activity, is constitutionally protected in a way that forbids public employers from disciplining employees who engage in such activity. Briggs,
The majority opinion correctly notes that the Supreme Court has not restricted the constitutional right of intimate association to relationships among family members. See Rotary,
The majority opinion relies heavily on Bowers v. Hardwick,
Whatever the perceived reach of Bowers, a majority of the Court since Bowers has not adopted the position that no matter how unreasonable, any government action taken against consenting adults, whose relationships may involve otherwise permissibly state proscribed sexual activity, such as homosexual sodomy, will survive constitutional scrutiny because of the nature of the adult’s sexual activity alone. See, e.g., Romer v. Evans,
In any event, I agree with the majority opinion that Plaintiff fails to show that an assessment of the objective factors of his relationship places it at the end of the spectrum with those relationships that the Supreme Court has found warrant constitutional protection under the First Amendment’s right of intimate association. Al
Plaintiffs relationship also differs markedly from the type of relationship at issue in Briggs, where this Court summarily affirmed the district court’s finding that the plaintiffs discharge violated his rights to privacy and intimate association. Plaintiff cannot deny on this record that his relationship with Abbott became a public matter and was intertwined with and affected his job performance. Indeed, we have noted that “[t]he significance of Briggs lies in the fact that the officer in that case was dismissed solely because of his living status, without any reference as to how that status could have affected his performance as an officer.” Hughes,
The Supreme Court has held that there are limits on the types of relationships that might warrant constitutional protection. Roberts,
. Nevertheless, the adulterous nature of a relationship is a factor that should be considered in determining whether the relationship should be afforded constitutional protection. The Supreme Court has held that a broad range of relationships exist "that may make greater or lesser claims to constitutional protection from particular incursions by the State." Roberts,
. This is not to express an opinion on the ultimate reason for Plaintiffs discharge, as this may be disputed. This is simply to point out that Plaintiff cannot claim on this record that his relationship was a purely private affair that did not affect his duties.
