OPINION and ORDER
Plaintiffs Virginia Wolf, Carol Schumacher, Kami Young, Karina Willes, Roy Badger, Garth Wangemann, Charvonne Kemp, Marie Carlson, Judith Trampf, Katharina Heyning, Salud Garcia, Pamela Kleiss, William Hurtubise, Leslie Palmer, Johannes Wallmann and Keith Borden are eight same-sex couples residing in the state of Wisconsin who either want to get married in this state or want the state to recognize a marriage they entered into lawfully outside Wisconsin. Standing in their way is Article XIII, § 13 of the Wisconsin Constitution, which states that “[o]nly a marriage between one man and one woman shall be valid or recognized as a marriage in this state. A legal status identical or substantially similar to that of marriage for unmarried individuals shall not be valid or recognized in this state.” In addition, various provisions in the Wisconsin Statutes, primarily in chapter 765, limit marriage to a “husband” and a “wife.” The parties agree that both the marriage amendment and the statutory provisions prohibit plaintiffs from marrying in Wisconsin or obtaining legal recognition in Wisconsin for a marriage they entered in another state or country. The question raised by plaintiffs’ complaint is whether the marriage amendment and the relevant statutes violate what plaintiffs contend is their fundamental right to marry and their right to equal protection of the laws under the Fourteenth Amendment to the United States Constitution.
Two motions are before the court: (1) a motion to dismiss for failure to state a claim upon which relief may be granted filed by defendants Scott Walker, J.B. Van Hollen and Oskar Anderson, dkt. # 66; and (2) a motion for summary judgment filed by plaintiffs. Dkt. # 70. (Defendants Joseph Czarnezki, Scott McDonell and Wendy Christensen, the clerks for Milwaukee County, Dane County and Racine County, have not taken a position on either motion, so I will refer to defendants Walker, Van Hollen and Anderson simply as “defendants” for the remainder of the opinion.) In addition, Julaine K. Appling, Jo Egelhoff, Jaren E. Hiller, Richard Kessenich and Edmund L. Webster (all directors or officers of Wisconsin Family Action) have filed an amicus brief on behalf of defendants. Dkt. # 109. Having reviewed the parties’ and amici’s filings, I am granting plaintiffs’ motion for sum
In reaching this decision, I do not mean to disparage the legislators and citizens who voted in good conscience for the marriage amendment. To decide this case in favor of plaintiffs, it is not necessary, as some have suggested, to “cast all those who cling to traditional beliefs about the nature of marriage in the role of bigots or superstitious fools,” United States v. Windsor, — U.S. ——,
This case is not about whether marriages between same-sex couples are consistent or inconsistent with the teachings of a particular religion, whether such marriages are moral or immoral or whether they are something that should be encouraged or discouraged. It is not even about whether the plaintiffs in this case are as capable as opposite-sex couples of maintaining a committed and loving relationship or raising a family together. Quite simply, this case is about liberty and equality, the two cornerstones of the rights protected by the United States Constitution.
Although the parties in this case disagree about many issues, they do agree about at least one thing, which is the central role that marriage plays in American society. It is a defining rite of passage and one of-the most important events in the lives of millions of people, if not the most important for some. Of course, countless government benefits are tied to marriage, as are many responsibilities, but these practical concerns are only one part of the reason that marriage is exalted as a privileged civic status. Marriage is tied to our sense of self, personal autonomy and public dignity. And perhaps more than any other endeavor, we view marriage as essential to the pursuit of happiness, one of the inalienable rights in our Declaration of Independence. Linda Waite and Maggie Gallagher, Case for Marriage 2 (Broadway Books 2000) (stating that 93% of Americans rate “having a happy marriage” as one of their most important goals, an ever higher percentage than “being in good health”). For these reasons and many others, “marriage is not merely an accumulation of benefits. It is a fundamental mark of citizenship.” Andrew Sullivan, “State of the Union,” New Republic (May 8, 2000). Thus, by refusing to extend marriage to the plaintiffs in this case, defendants are not only withholding benefits such as tax credits and marital property rights, but also denying equal citizenship to plaintiffs.
It is in part because of this strong connection between marriage and equal citizenship that the marriage amendment must be scrutinized carefully to determine whether it is consistent with guarantees of the Constitution. Defendants and amici defend the marriage ban on various grounds, such as preserving tradition and wanting to proceed with caution, but if the state is going to deprive an entire class of citizens of a right as fundamental as marriage, then it must do more than say “this
Under these circumstances, personal beliefs, anxiety about change and discomfort about an unfamiliar way of life must give way to a respect for the constitutional rights of individuals, just as those concerns had to give way for the right of Amish people to educate their children according to their own values, Wisconsin v. Yoder,
BACKGROUND
All plaintiffs in this case are same-sex couples. Virginia Wolf and Carol Schumacher reside in Eau Claire, Wisconsin; Kami Young and Karina Willes reside in Milwaukee, Wisconsin. Both couples left Wisconsin to enter into a legal marriage in Minnesota and they wish to have their marriages recognized in Wisconsin. At the time that plaintiffs filed their summary judgment motion, plaintiffs Young and Willes were expecting a baby imminently.
Johannes Wallmann and Keith Borden reside in Madison, Wisconsin. They were married in Canada in 2007 and wish to have their marriage recognized in Wisconsin.
Roy Badger and Garth Wangemann reside in Milwaukee, Wisconsin, as do Charvonne Kemp and Marie Carlson. Judi Trampf and Katy Heyning reside in Madison, Wisconsin, as do plaintiffs Salud Garcia and Pam Kleiss. William Hurtubise and Leslie “Dean” Palmer reside in Racine, Wisconsin. Each of these five couples wishes to marry in Wisconsin. Hurtubise and Palmer want to adopt a child jointly, which they cannot do in Wisconsin while they are unmarried.
All plaintiffs meet the requirements for getting married in Wisconsin, with the exception that each wishes to marry someone of the same sex.
OPINION
I. PRELIMINARY ISSUES
Defendants raise three preliminary arguments supporting their belief that Wisconsin’s marriage ban on same-sex couples is immune from constitutional review, at least in this court: (1) Baker v. Nelson,
A. Baker v. Nelson
In Baker v. Nelson,
Despite the absence of an opinion, full briefing or oral argument, a summary dismissal such as Baker is binding precedent “on the precise issues presented and necessarily decided by” the lower court. Mandel v. Bradley,
The rule for summary affirmances and dismissals is not so clear cut. Those orders “are not of the same precedential value as would be an opinion of [the Supreme] Court treating the question on the merits.” Edelman v. Jordan,
It would be an understatement to say that the Supreme Court’s jurisprudence on issues similar to those raised in Baker has developed substantially since 1972. At the time, few courts had addressed any issues relating to the constitutional rights of gay persons; favorable decisions were even less frequent. E.g., Boutilier v. Immigration & Naturalization Service,
In more recent years, the Supreme Court has issued a series of cases in which it has denounced the view implicit in cases such as Baker that gay persons are “strangers to the law.” Romer v. Evans,
To the extent Romer and Lawrence left any room for doubt whether the claims in this case raise a substantial federal question, that doubt was resolved in United States v. Windsor, — U.S.-,
Despite the lower court’s and the parties’ debate over Baker, the Supreme Court ignored the case in both its decision and during the oral argument for Windsor. (In a companion case regarding same-sex marriage that was dismissed on prudential grounds, counsel for petitioners began discussing Baker during oral argument, but Justice Ginsburg cut him off, stating, “Mr. Cooper, Baker v. Nelson was 1971. The Supreme Court hadn’t even decided that gender-based classifications get any kind of heightened scrutiny.” Oral argument in Hollingsworth v. Perry, No. 12-144, available at
Before Windsor, the courts were split on the question whether Baker was still controlling. Compare Pedersen v. Office of Personnel Management,
Even defendants seem to acknowledge that the writing is on the wall. Although this is a threshold issue, they bury then-short discussion of it at the end of then-summary judgment brief. Accordingly, I conclude that, despite Baker, I may consider the merits of plaintiffs’ claim.
B. Positive Rights vs. Negative Rights
What is perhaps defendants’ oddest argument relies on a distinction between what defendants call “positive rights” and “negative rights.” In other words, the Constitution protects the rights of individuals to be free from government interference (“negative rights”), but it does not give them a right to receive government benefits (“positive rights”). Defendants cite cases such as DeShaney v. Winnebago County Dept. of Social Services,
Defendants’ argument has two problems. First, the Supreme Court has held on numerous occasions that marriage is a fundamental right protected by the Constitution. E.g., Turner v. Safley,
Second, even if I assume that the state would be free to abolish the institution of marriage if it wished, the fact is that Wisconsin obviously has not abolished marriage; rather, it has limited the class of people who are entitled to marry. The question in this case is not whether the state is required to issue marriage licenses as a general matter, but whether it may discriminate against same-sex couples in doing so. Even in cases in which an individual does not have a substantive right to a particular benefit or privilege, once the state extends that benefit to some of its citizens, it is not free to deny the benefit to other citizens for any or no reason on the ground that a “positive right” is at issue. In fact, under the equal protection clause, “the right to equal treatment ... is not coextensive with any substantive rights to the benefits denied the party discriminated against.” Heckler v. Mathews,
Defendants fail to distinguish this case from the others in which the Supreme Court considered the constitutionality of laws that denied the right to marry to some class of citizens. Loving,
Defendants make a related argument that the government should not be required to “officially endorse the intimate and domestic relationships that gay and lesbian persons may choose to enter.” Dfts.’ Br., dkt. # 102, at 9. They cite cases in which the Court held that there is no constitutional right to subsidies for having an abortion and that the government is entitled to have a preference for childbirth. Rust v. Sullivan,
Even setting aside the many obvious factual differences between marriage and abortion, the analogy defendants attempt to draw is inapt for three reasons. First, as noted above, the state is already issuing marriage licenses to some citizens. The comparison to abortion would be on point only if, in the cases cited, the state had decided to fund abortions for heterosexual women but not for lesbians.
Second, abortion cannot be compared to marriage because the government does not have a monopoly on providing abortions. In other words, if the government refuses to use its resources to provide or fund abortions, a woman may seek an abortion somewhere else. In contrast, it is the state and only the state that can issue a
Defendants’ concern about “endorsing” marriage between same-sex couples seems to be one that has been shared by both judges and legislators in the past. E.g., Goodridge v. Dept. of Public Health,
There are many situations in which the Constitution requires the government to provide benefits using neutral criteria, even with respect to groups that are unpopular or that the government finds abhorrent, without any connotation that the government is endorsing the group. E.g., Rosenberger v. Rector & Visitors of University of Virginia,
C. Judicial Restraint, Federalism and Respect for the Democratic Process
Defendants and amici argue that federal courts should not question a state’s democratic determination regarding whether and when to extend marriage to
Although I take no issue with defendants’ observations about the important role that federalism plays in this country, that does not mean that a general interest in federalism trumps the due process and equal protection clauses. States may not “experiment” with different social policies by violating constitutional rights.
The fundamental problem with defendants’ argument is that it cannot be reconciled with the well-established authority of federal courts to determine the constitutionality of state statutes or with the Fourteenth Amendment, the very purpose of which was to protect individuals from overreaching by the states. Jackson v. City of Joliet,
Federalism was a common defense to the segregationist laws of the Jim Crow era. E.g., Naim v. Naim,
Although Wisconsin’s same-sex marriage ban was approved by a majority of voters, is part of the state constitution and deals with a matter that is a traditional concern of the states, none of these factors can immunize a law from scrutiny under the United States Constitution. The Supreme Court has not hesitated to invalidate any of those types of laws if it concludes that the law is unconstitutional. Romer,
To the extent that defendants mean to argue that a special rule should apply to the issue of same-sex marriage, they cite no authority for that view. There is no asterisk next to the Fourteen Amendment that excludes gay persons from its protections. Romer,
In a footnote, amici argue that cases such as Loving, Turner and Zablocki are distinguishable because they “all involved laws that prevented individuals otherwise qualified for marriage from marrying, and have not gone to the essentials of what marriage means as the claim in this case does.” Amici Br., dkt. # 109, at 17 n. 3. However, this argument has nothing to do with federalism or the democratic process; rather, it goes to the scope of the right to marry, which is discussed below. Even if I assume for the purpose of this discussion that amici are correct about the distinction between this dnd previous cases about marriage, it would not mean that a general interest in what amici call “state sovereignty” would preclude review of Wisconsin laws banning same-sex marriage.
Defendants and amici cite Windsor,
Windsor is closer to the mark, but not by much. It is true that the Supreme Court noted multiple times in its decision that the regulation of marriage is a traditional concern of the states. Windsor,
However, defendants’ and amici’s reliance on Windsor is misplaced for three reasons, First, the Supreme Court’s observations were not new; the Court has recognized for many years that the regulation of marriage is primarily a concern for the states. In his dissent, Justice' Scalia noted this point and questioned the purpose of the Court’s federalism discussion. Id. at 2705 (Scalia, J., dissenting) (“But no one questions the power of the States to define marriage (with the concomitant conferral of dignity and status), so what is the point of devoting seven pages to describing how long and well established that power is?”). Thus, it would be inappropriate to infer that the Court was articulating a new, heightened level of deference to marriage regulation by the states.
Third, and most important, the Court discussed DOMA’s encroachment on state authority as evidence that the law was unconstitutional, not as a reason to preserve a law that otherwise would be invalid. In fact, the Court was careful to point out multiple times the well-established principle that an interest in federalism cannot trump constitutional rights. Id. at 2691 (“State laws defining and regulating marriage, of course, must respect the constitutional rights of persons.”); id. at 2692 (“[T]he incidents, benefits, and obligations of marriage are uniform for all married couples within each State, though they may vary, subject to constitutional guarantees, from one State to the next.”); id. (“The States’ interest in defining and regulating the marital relation [is] subject to constitutional guarantees.”).
All this is not to say that concerns about federalism and the democratic process should be ignored when considering constitutional challenges to state laws. It is obvious that courts must be sensitive to judgments made by the legislature and the voters on issues of social policy and should exercise the power of judicial review in rare instances. However, these concerns are addressed primarily in the context of determining the appropriate standard of review. We are long past the days when an invocation of “states’ rights” is enough to insulate a law from a constitutional challenge.
II. STANDARD OF REVIEW
Plaintiffs’ claim arises under two provisions in the Fourteenth Amendment to the United States Constitution. First, plaintiffs contend that Wisconsin’s ban on same-sex marriage violates their fundamental right to marry under the due process clause. Second, they contend that the ban discriminates against them on the basis of sex and sexual orientation, in violation of the equal protection clause. As other courts have noted, the rights guaranteed by these constitutional provisions “frequently overlap.” Goodridge,
A. Fundamental Right to Marry
The “liberty” protected by the due process clause in the Fourteenth Amendment includes the “fundamental right” to marry, a conclusion that the Supreme Court has reaffirmed many times. Turner,
The Supreme Court has articulated a standard of review “[w]hen a statutory classification significantly interferes with the exercise of a fundamental right” such as the right to marry, which is that the law “cannot be upheld unless it is supported by sufficiently important state interests and is closely tailored to effectuate only those interests.” Zablocki,
1. Scope of the right to marry
The threshold question under the Zablocki standard is whether the right to marry encompasses a right to marry someone of the same sex. Defendants say that it does not, noting that “[t]he United States Supreme Court has never recognized” a “right to marry a person of the same sex” and that same-sex marriage is not “deeply rooted in this Nation’s history and tradition,” which defendants say is a requirement to qualify as a fundamental right under the Constitution, citing Washington v. Glucksberg,
Defendants’ observation that the Supreme Court has not yet recognized a “right to same-sex marriage” is both obvious and unhelpful. When the Court struck down Virginia’s anti-miscegenation law in Loving, it had never before discussed a “right to interracial marriage.” If the Court had decided previously that the Constitution protected marriage between same-sex couples, this case would not be here. The question is not whether plaintiffs’ claim is on all fours with a previous case, but whether plaintiffs’ wish to marry
a. Purposes of marriage
I am not persuaded by amici’s argument that marriage’s link to procreation is the sole reason that the Supreme Court has concluded that marriage is protected by the Constitution. Although several courts have adopted that view, e.g., Dean v. District of Columbia,
Second, although the Supreme Court has identified procreation as a reason for marriage, it has never described procreation as a requirement. This point has been clear at least since Griswold v. Connecticut,
To the extent that Griswold leaves any ambiguity, it is resolved by Turner,
Many important attributes of marriage remain ... after taking into account the limitations imposed by prison life. First, inmate marriages, like others, are expressions of emotional support and public commitment. These elements are an important and significant aspect of the marital relationship. In addition, many religions recognize marriage as having spiritual significance; for some inmates and their spouses, therefore, the commitment of marriage may be an exercise of religious faith as well as an expression of personal dedication. Third, most inmates eventually will be released by parole or commutation, and therefore most inmate marriages are formed in the expectation that they ultimately will be fully consummated. Finally, marital status often is a precondition 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). These incidents of marriage, like the religious and personal aspects of the marriage commitment, are unaffected by the fact of confinement or the pursuit of legitimate corrections goals.
Id. at 95-96,
b. Nature of the decision
In describing the type of conduct protected by the due process clause, including marriage, family relationships, contraception, education and procreation, the Supreme Court has stated that the common thread is that they all relate to decisions that are central to the individual’s sense of identity and ability to control his or her own destiny. This point may have been made most clearly in Planned Parenthood of Southeastern Pennsylvania v. Casey,
These matters, involving the most intimate and personal choices a person may make in a lifetime, choices central to personal dignity and autonomy, are central to the liberty protected by the Fourteenth Amendment. At the heart of liberty is the right to define one’s own concept of existence, of meaning, of the universe, and of the mystery of human life. Beliefs about these matters could not define the attributes of personhood were they formed under compulsion of the State.
See also Lawrence,
In addition, the Supreme Court has stated that the liberty protected in the due process clause includes the right to choose your own family. Moore v. City of East Cleveland, Ohio,
Of course, Lawrence is not directly on point because that case was about sexual conduct rather than marriage, but even in Lawrence, the Supreme Court acknowledged that sexual conduct is but “one element in a personal bond that is more enduring.” Lawrence,
If the scope of the right to marry is broad enough to include even those whose past conduct suggests an inclination toward violating the law and abdicating responsibility, then it is difficult to see why it should not be broad enough to encompass same-sex couples as well. Defendants do not suggest that the decision about whom to marry is any less important or personal for gay persons than it is for heterosexuals. Accordingly, I conclude defendants are making the same mistake as the Court in Bowers when they frame the question in this case as whether there is a “right to same-sex marriage” instead of whether there is a right to marriage from which same-sex couples can be excluded. Latta, — F.Supp.2d at-,
c. History of exclusion
Defendants argue that including the choice of a same-sex partner within the
As an initial matter, it is hard to square aspects of Glucksberg with the holdings in Griswold and Roe v. Wade,
In any event, I conclude that Glucksberg is not instructive because that case involved the question whether a right to engage in certain conduct (refuse medical treatment) should be expanded to include a right to engage in different conduct (commit suicide), “two acts [that] are widely and reasonably regarded as quite distinct.” Id. at 725,
Both Lawrence and Loving support a view that the state cannot rely on a history of exclusion to narrow the scope of the right. When the Supreme Court decided those eases, there had been a long history of states denying the rights being asserted. Although the trend was moving in the other direction, many states still prohibited miscegenation in 1967 and many still prohibited homosexual sexual conduct in 2003. Lawrence,
In both Loving and Lawrence, proponents of the laws being challenged relied on this history of exclusion as evidence that the scope of the right should not include the conduct at issue. Bowers,
Past practices cannot control the scope of a constitutional right. If the scope of the right is so narrow that it extends only to what is so well-established that it has never been challenged, then the right serves to protect only conduct that needs no protection. Casey,
d. “Definition” of marriage
Finally, amici attempt to distinguish Loving on the ground that sex, unlike race, “go[es] to the essentials of what marriage means.” Amici Br., dkt. # 109, at 17 n. 3. See also id. at 11 (opposite-sex requirement “has always been the universal essential element of the marriage definition”). This sort of “definitional” argument against marriage between same-sex couples was prominent in many of the early cases, in which courts said that the right to marry was not implicated because it simply was “impossible” for two people of the same sex to marry. Baker,
Although amici try to rely on the inherent “nature” of marriage as a way to distinguish anti-miscegenation laws from Wisconsin’s marriage amendment, the argument simply reveals another similarity between the objections to interracial marriage and amici’s objections to same-sex marriage. In the past, many believed that racial mixing was just as unnatural and antithetical to marriage as amici believe homosexuality is today. Wolfe v. Georgia Railway & Electric Co.,
Mildred Loving herself, one of the plaintiffs in Loving, saw the parallel between her situation and that of same-sex couples. Martha C. Nussbaum, From Disgust to Humanity: Sexual Orientation and the Constitution 140 (Oxford University Press 2010) (quoting Mildred Loving as stating that “[t]he majority believed ... that it was God’s plan to keep people apart and that the government should discriminate against people in love” but that she believes that “all Americans, no matter then-race, no matter their sex, no matter their sexual orientation, should have that same freedom to marry”). Although amici may believe that a particular sex is more “essential” to marriage than a particular race, this may reveal nothing more than amici’s own views about what seems familiar and natural. Cf John Stuart Mill and Harriet Taylor Mill, “The Subjection of Women,” included in John Stuart Mill, On Liberty and Other Writings 129 (Stefan Collini ed., Cambridge University Press 1989) (‘Was there ever any domination which did not appear natural to those who possessed it?”).
Even if I assume that amici are correct that the condemnation against miscegenation was not as “universal” as it has been against same-sex marriage, the logical conclusion of amici’s argument suggests that the Supreme Court would have been compelled to uphold bans on interracial marriage if the opposition to them had been even stronger or more consistent. Of course, the Court’s holding in Loving did not rest on a “loophole” that interracial marriage had been legal in some places during some times.
A second flaw in defendants’ argument is that it is circular and would allow a state to exclude a group from exercising a right simply by manipulating a definition. Civil marriage is a legal construct, not a biological rule of nature, so it can be and has been changed over the years; there is nothing “impossible” about defining marriage to include same-sex couples, as has been demonstrated by the decisions of a number countries and states to do just that.
2. Significant interference
The next question under Zablocki is whether Wisconsin “significantly interferes” with plaintiffs’ right to marry. It seems obvious that it does because Wisconsin law prohibits plaintiffs from entering a marriage relationship that will be meaningful for them. Id. at 403-04,
Neither defendants nor amici argue that domestic partnerships, which are available to both same-sex and opposite-sex couples under Wis. Stat. chapter 770, are an adequate substitute for marriage, such that the marriage ban does not “significantly interfere” with plaintiffs’ rights, so I need not consider that question. However, most courts considering the issue have found that domestic partnerships and civil unions do not cure the constitutional injury because, even if the tangible benefits of a domestic partnership are similar to marriage, creating a “separate but equal” institution still connotes a second-class status. E.g., Perry v. Schwarzenegger,
The only issue raised by defendants about the significance of the state’s interference relates to the plaintiffs who were married legally in other states. Defendants say that Wisconsin law does not interfere with those plaintiffs’ marriage rights because Wisconsin has done nothing to invalidate their marriages or to deprive them of benefits that they could receive from the state where they were married.
This argument is bewildering. Defendants acknowledge that Wisconsin “refuses to recognize same-sex marriages lawfully contracted in other jurisdictions,” Dfts.’ Br., dkt. # 102, at 29, which means that the plaintiffs married in other states are deprived of any state rights, protections or benefits related to marriage so long as they reside in Wisconsin. I have no difficulty concluding that such a deprivation qualifies as “significant interference” under Zablocki. De Leon,
In sum, I conclude that Wisconsin’s marriage amendment and the Wisconsin statutes defining marriage as requiring a “husband” and a “wife” significantly interfere with plaintiffs’ right to marry, so the laws must be supported by “sufficiently important state interests” that are “closely tailored to effectuate only those interests,” Zablocki,
B. Equal Protection
In addition to placing limits on state deprivations of individual liberty, the Fourteenth Amendment says that no state may “deny to any person within its jurisdiction the equal protection of the laws.” The equal protection clause “require[s] the state to treat each person with equal regard, as having equal worth, regardless of his or her status.” Nabozny v. Podlesny,
Although the text of the equal protection clause does not distinguish
However, under some circumstances, the Supreme Court has applied a heightened standard of review. For “suspect” classifications, such as race, alienage and national origin, Massachusetts Board of Retirement v. Murgia,
In this case, plaintiffs contend that some form of heightened scrutiny should apply because the marriage amendment discriminates on the basis of sex and sexual orientation. I will address both of these contentions in turn.
1. Sex discrimination
Plaintiffs identify two theories of sex discrimination. The first is straightforward: if each plaintiff was to choose a marriage partner of the opposite-sex, he or she would be permitted to marry in Wisconsin. Therefore, plaintiffs say, it is because of their sex that they cannot marry. Plaintiffs’ second theory is more nuanced and relies on the concept of sex stereotyping. In particular, plaintiffs say that Wisconsin’s ban on marriage between same-sex couples “perpetuates and enforces stereotypes regarding the expected and traditional roles of men and women, namely that men marry and create families with women, and women marry and create families with men.” Pits.’ Br., dkt. # 71, at 18.
With respect to the first theory of sex discrimination, plaintiffs analogize their situation to the plaintiffs in Loving, who were prohibited from marrying because of the race of their partner. The state argued in Loving that the anti-miscegenation law was not discriminatory because it applied to both whites and blacks, but the Supreme Court rejected that argument, stating that “we deal with statutes containing racial classifications, and the fact of equal application does not immunize the statute from the very heavy burden of justification which the Fourteenth Amendment has traditionally required of state statutes drawn according to race.” Loving,
In the first case resolved in favor of same-sex couples seeking to marry, the court adopted this theory, even though the plaintiffs had not argued it initially. Baehr v. Lewin,
Although the reasoning of the courts rejecting the theory has varied, the general view seems to be that a sex discrimination theory is not viable, even if the government is making a sex-based classification with respect to an individual, because the intent of the laws banning same-sex marriage is not to suppress females or males as a class. E.g., Sevcik,
With respect to plaintiffs’ second theory, there is support in the law for the view that sex stereotyping is a form of sex discrimination. Virginia,
Plaintiffs’ arguments about sex discrimination are thought-provoking enough to have caught the interest of at least one Supreme Court justice. Oral argument, Hollingsworth v. Perry, No. 12-144,
Because of the uncertainty in the law and because I am deciding the case in plaintiffs’ favor on other grounds, I decline to wade into this jurisprudential thicket at this time. However, the court of appeals’ statement that sex and sexual orientation are related provides some support for a view that, like sex discrimination, sexual orientation discrimination should be subjected to heightened scrutiny.
2. Sexual orientation discrimination
a. Supreme Court guidance
The Supreme Court has never decided explicitly whether heightened scrutiny should apply to sexual orientation discrimination. Lee v. Orr, 13-CV-8719,
In SmithKline,
I agree with the court in SmithKline that the Supreme Court’s analysis in Windsor (as well as in Romer) had more “bite” than a rational basis review would suggest. In fact, in Justice O’Connor’s concurrence in Lawrence,
It may be that Windsor’s silence is an indication that the Court is on the verge of making sexual orientation a suspect or quasi-suspect classification. Cf. Frontiero v. Richardson,
Defendants argue that circuit precedent prohibits this court from applying heightened scrutiny, but I disagree. In Ben-Shalom v. Marsh,
Since Nabozny, the court of appeals has not engaged in any further analysis of the question whether sexual orientation discrimination should be subjected to heightened scrutiny. In Schroeder v. Hamilton School District,
“[D]ictum is not authoritative. It is the part of an opinion that a later court, even if it is an inferior court, is free to reject.” United States v. Crawley,
c. Factors relevant to determining status as suspect or quasi-suspect class
Because neither the Supreme Court nor the Court of Appeals for the Seventh Cir
Defendants do not challenge plaintiffs’ contentions that gay persons have been subjected to a history of discrimination and that sexual orientation does not impair an individual’s ability to contribute to society, so I see no reason to repeat the analyses of the many courts that have reached the same conclusion. E.g., Windsor v. United States,
With respect to immutability, defendants do not directly challenge the view that it applies to sexual orientation, but instead argue in a footnote that the authorities plaintiffs cite do not support their position. Dfts.’ Br., dkt. # 102, at 40 n. 10. With respect to political powerlessness, defendants deny that it applies to gay persons, pointing to various statutes in Wisconsin and around the country that prohibit sexual orientation discrimination in contexts other than marriage, such as employment. Dfts.’ Br., dkt. # 102, at 40-41. In addition, they cite public opinion polls suggesting that attitudes about homosexuality have become more positive in recent years. Most courts concluding that sexual orientation discrimination is not subject to heightened scrutiny have relied on a similar argument about political power. E.g., Sevcik,
I disagree with defendants that heightened scrutiny is inappropriate, either because of any doubts regarding whether sexual orientation is “immutable” or because of any political successes gay persons have had. In applying the four factors to a new class, it is important to consider the underlying reasons for applying heightened scrutiny and to look at the classes that already receive heightened scrutiny to see how the factors apply to them.
Rather than asking whether a person could change a particular characteristic, the better question is whether the characteristic is something that the person should be required to change because it is central to a person’s identity. Of course, even if one could change his or her race or sex with ease, it is unlikely that courts (or virtually anyone else) would find that race or sex discrimination is any more acceptable than it is now.
In Lawrence,
With respect to political powerlessness, it seems questionable whether it is really a relevant factor. When the Supreme Court has mentioned political power, it has been only to include it in a list of other reasons for denying a request for heightened scrutiny. E.g., Bowen,
Perhaps most telling is that almost none of the classifications that receive heightened scrutiny, including race or sex, could satisfy this factor if the test were whether the group has had any political success. Marriage Cases,
To the extent that “political powerlessness” is an appropriate factor, I conclude that the question is best framed as whether the class is inherently vulnerable in the context of the ordinary political process, either because of its size or history of disenfranchisement. In light of the fact that gay persons make up only a small percentage of the population and that there is no dispute that they have been subjected to a history of discrimination, I have no difficulty in concluding that sexual orientation meets this factor as well. Windsor,
In any event, a review of the various classifications that receive heightened scrutiny (race, sex, alienage, legitimacy) reveals a common factor among them, which is that the classification is seldom “relevant to the achievement of any legitimate state interest.” Cleburne,
Accordingly, I conclude that sexual orientation discrimination is subject to heightened scrutiny. The Supreme Court has not explained how to distinguish a “suspect” classification from a “quasi-suspect” classification, but sexual orientation is most similar to sex among the different classifications that receive heightened protection, Doe,
3. Other considerations relevant to the standard of review
In cases involving both suspect classes as well as other groups of people, the
The Supreme Court’s focus on the nature and severity of the deprivation is particularly apparent in its more recent cases touching on sexual orientation. In Romer,
Although the Supreme Court did not decide Lawrence under the equal protection clause, it continued to use similar language. For example, the Court noted that the sodomy law at issue “demeans the lives of homosexual persons,” “invit[es] ... discrimination [against gay persons] both in the public and in the private spheres” and “imposes” a “stigma” on them. Lawrence,
Finally, in Windsor,
Although the Court did not explain in Romer, Lawrence or Windsor how these considerations affected the standard of review, it seems clear that they were important to the decisions. Thus, even if one assumes that same-sex marriage does not fall within the right recognized in Loving and other cases, this does not mean that courts may ignore the nature and severity of the deprivation that a ban imposes on those couples.
Of course, the tangible benefits that marriage provides a couple are numerous. However, many would argue that the intangible benefits of marriage are equally important, if not more so. Recognizing this, some courts have found that the denial of marriage rights to same-sex couples necessarily is a denial of equal citizenship. E.g., Goodridge,
In sum, I conclude that Wisconsin’s marriage amendment and the other laws at issue are subject to heightened scrutiny under both the due process clause and the equal protection clause. First, because I have concluded that the marriage ban significantly interferes with plaintiffs’ right to marry under the due process clause, defendants must show that the ban furthers “sufficiently important state interests” that are “closely tailored to effectuate only those interests.” Zablocki,
III. EVALUATING THE ASSERTED STATE INTERESTS
The final question is whether defendants have made an adequate showing that the Wisconsin laws prohibiting same-sex marriage further a legitimate interest. Defendants and amici rely on several interests in their briefs: (1) preserving tradition; (2) encouraging procreation generally and “re
Defendants’ asserted interests also overlap substantially with the interests asserted in Windsor by the proponents of the Defense of Marriage Act. Brief on the Merits for Respondent the Bipartisan Legal Advisory Group of the U.S. House of Representatives, United States of America v. Windsor, No. 12-307,
The Court’s silence raises the question whether its refusal to credit the interests asserted by the defenders of DOMA requires the same approach in this case. On its face, Windsor does not apply to state law bans on marriage between same-sex couples. Windsor,
Defendants say that Windsor is distinguishable, arguing that the Supreme Court relied on the “unusual character” of the discrimination at issue in that case, just as the Court did in Romer. In Windsor,
Although defendants are correct that the facts in this case are not the same as Windsor or Romer, there is a colorable argument that Wisconsin’s marriage
Second, like the constitutional amendment at issue in Romer, Wisconsin’s ban on same-sex marriage (a) implicates a right “taken for granted by most people”; and (b) is sweeping in scope, denying same-sex couples hundreds of derivative rights that married couples have and excluding same-sex couples “from an almost limitless number of transactions and endeavors that constitute ordinary civic life in a free society.” Id. at 631,
Although there is support for a view that Windsor is controlling in this case, I need not resolve that question. Even if I assume that Wisconsin’s ban on same-sex marriage is not “unusual” in the same sense as the laws at issue in Romer and Windsor, I conclude that defendants have failed to show that the ban furthers a legitimate state interest.
A. Tradition
Both defendants and amici defend Wisconsin’s same-sex marriage ban on the ground of tradition. Defendants say that “[t]he traditional view of marriage — between a man and woman ... — has been recognized for millennia.” Dfts.’ Br., dkt. # 102, at 45. Amici go even further to state that “virtually all cultures through time” have recognized marriage “as the union of an opposite-sex couple.” Amici’s Br., dkt. # 109, at 3-4.
As an initial matter, defendants and amici have overstated their argument. Throughout history, the most “traditional” form of marriage has not been between one man and one woman, but between one man and multiple women, which presumably is not a tradition that defendants and amici would like to continue. Stephanie Coontz, Marriage, a History 10 (2005) (“Polygyny, whereby a man can have multiple wives, is the marriage form found in more places and at more times than any other.”).
Nevertheless, I agree with amici’s more general view that tradition can be important because it often “reflects lessons of experience.” Amici’s Br., dkt. # 109, at 7. For this reason, courts should take great care when reviewing long-standing laws to consider what those lessons of experience show. However, it is the reasons for the tradition and not the tradition itself that may provide justification for a law. Griego,
Although many venerable practices are part of American history, there are darker traditions as well, which later generations have rejected as denials of equality. For example, “[rjote reliance on historical exclusion as a justification ... would have served to justify slavery, anti-miscegenation laws and segregation.” Hernandez v. Robles,
The rejection of these inequalities by later generations shows that sometimes a tradition may endure because of unexamined assumptions about a particular class of people rather than because the laws serve the community as a whole. Compare Dronenburg v. Zech,
B. Procreation
Perhaps the most common defense for restricting marriage to opposite-sex couples is that procreation is the primary purpose of marriage and that same-sex couples cannot procreate with each other. E.g., Dean,
One problem with the procreation rationale is that defendants do not identify any reason why denying marriage to same-sex couples will encourage opposite-sex couples to have children, either “responsibly” or “irresponsibly.” Geiger, — F.Supp.2d at-,
As defendants acknowledge implicitly by citing Johnson,
Further, despite the popularity of this argument in courts in other states, it is difficult to believe that Wisconsin voters and legislators were willing to go to the great effort of adopting a constitutional amendment that excluded a class of citizens from marriage simply because the voters and legislators believed that same-sex couples were so stable and responsible that marriage was unnecessary for them. Even setting aside the standard of review, “the breadth of the amendment is so far removed from th[is] particular justifieatio[n] that [I] find it impossible to credit.” Romer,
There is a second problem with the procreation rationale. As other courts have noted, an argument relying on procreation raises an obvious question: if the reason same-sex couples cannot marry is that they cannot procreate, then why are opposite-sex couples who cannot or will not procreate allowed to marry? E.g., Baskin v. Bogan,
Defendants do not address this problem, but amici offer two responses. First, amici say that “it would be difficult (if not impossible), and certainly inappropriately intrusive, to determine ahead of time which couples are fertile.” Amici Br., dkt. # 109, at 12. Second, they quote Morrison,
Neither argument is persuasive. First, amici’s argument that it would be “difficult (if not impossible)” to attempt to determine a couple’s ability or willingness to procreate is simply inaccurate. Amici identify no reason that the state could not require applicants for a marriage license to certify that they have the intent to procreate and are not aware of any impediments to their doing so. In fact, Wisconsin already does inquire into the fertility of some marriage applicants, though in that case it requires the couple to certify that they are not able to procreate, which itself is proof that Wisconsin sees value in marriages that do not produce children and is applying a double standard to same-sex couples. Wis. Stat. § 765.03(1) (permitting first cousins to marry if “the female has attained the age of 55 years or where either party, at the time of application for a marriage license, submits an affidavit signed by a physician stating either party is permanently sterile”). To the extent amici mean to argue that an inquiry into fertility would be inappropriately intrusive because opposite-sex married couples have
Like defendants’ argument regarding “responsible procreation,” amici’s alternative argument that “mathematical certainty is not required” is contingent on a rational basis review, which I have rejected. Further, this rationale is suspicious not just because Wisconsin has failed to ban infertile couples from marrying or to require intrusive tests to get a marriage license. Rather, it is suspicious because neither defendants nor amici cite any instances in which Wisconsin has ever taken any legal action to discourage infertile couples from marrying. There is also little to no stigma attached to childless married couples. Neither defendants nor amici point to any social opprobrium directed at the many millions of such couples throughout this country’s history, beginning with America’s first family, George and Martha Washington, who had no biological children of their own. http://en. wikipedia.org/wiki/George_Washington (visited June 6, 2014). The lack of any attempts by the state to dissuade infertile persons from marriage is proof that marriage is about many things, including love, companionship, sexual intimacy, commitment, responsibility, stability and procreation and that Wisconsin respects the decisions of its heterosexual citizens to determine for themselves how to define their marriage. If Wisconsin gives opposite-sex couples that autonomy, it must do the same for same-sex couples.
C. Optimal Child Rearing
Defendants argue that “[s]ocial science data suggests that traditional marriage is optimal for families.” Dfts.’ Br., dkt. # 102, at 52 (citing articles). Amici make a similar argument that the state has a valid interest in encouraging “the rearing of children by a mother and father in a family unit once they are born.” Amici Br., dkt. # 109, at 13. See also Kandu,
This argument harkens back to objections to interracial marriage made by the state in Loving. Brief for Respondents at 47-52, Loving v. Virginia,
The substance of defendants’ and amici’s argument has been seriously questioned by both experts and courts. E.g., Golinski,
First, this is another incredibly underinelusive rationale. Defendants point to no other restrictions that the state places on marriage in an attempt to optimize outcomes for children. Marriage applicants in Wisconsin do not have to make any showing that they will make good parents or that they have the financial means to raise a child. A felon, an alcoholic or even a person with a history of child abuse may obtain a marriage license. Again, the state’s singular focus on banning same-sex marriage as a method of promoting good parenting calls into question the sincerity of this asserted interest. Romer,
Second, even if being raised by two biological parents provides the “optimal” environment on average, this would not necessarily justify a discriminatory law. Under heightened scrutiny, the government may “not rely on overbroad generalizations about the different talents, capacities, or preferences of’ different groups. Virginia,
Third, with or without marriage rights, some same-sex couples will raise children together, as they have been doing for many years. Thus, the most immediate effect that the same-sex marriage ban has on children is to foster less than optimal results for children of same-sex parents by stigmatizing them and depriving them of the benefits that marriage could provide. Goodridge,
Finally, and perhaps most important, defendants do not explain how banning same-sex marriage helps to insure that more children are raised by an opposite-sex couple. I agree with the courts that see no way that it could. DeBoer v. Snyder,
D. Protecting the Institution of Marriage
Both defendants and amici express concerns about the effect that allowing same-sex couples to marry could have on the institution of marriage as a whole. Defendants say that “[reshaping social norms about marriage could have harmful effects,” such as “shifting the public understanding of marriage away from a largely child-centric institution to an adult-centric institution focused on emotion.” Dfts.’ Br., dkt. # 102 at 57. They analogize same-sex marriage to no-fault divorce laws, which defendants say led to an increase in divorce rates and generally made marriages “fragile and often unreliable.” Id. (quoting Sandra Blakeslee, Unexpected Legacy of Divorce 297 (New York: Hyperion, 2000)). In addition, defendants quote an article in which the author argues that, if marriage between same-sex couples is legalized, “[t]he confusion of social roles linked with marriage and parenting would be tremendous.” Id. at 58 (quoting Lynn Wardle, “Multiply and Replenish”: Considering Same-Sex Marriage in Light of State Interests in Marital Procreation, 24 Harv. J.L. & Pub. Pol’y 771, 799 (2001)). Amici make a similar argument, stating that allowing same-sex marriage risks “psycho-social inversion of the pin-pose of marriage from promoting children’s interests to promoting adult arrangements in which children are secondary.” Amici Br., dkt. # 109, at 8.
As an initial matter, it is not clear whether the Supreme Court would view this interest as even legitimate. In Windsor,
In addition, this interest suffers from the same problem of underinclusiveness as the other asserted interests. Two strangers of the opposite sex can marry regardless of their intentions, without any demonstration or affirmation of the example they will set, even if they have been previously divorced or have a history of abusing the institution. Similarly, the no-fault divorce rules that defendants cite actually undermine their argument by showing that Wisconsin already supports an “adult-centric” notion of marriage to some extent by allowing easy divorce even when the couple has children. Coontz, supra, at 274 (excluding same-sex couples from mar
In any event, neither defendants nor amici cite any evidence or even develop a cogent argument to support their belief that allowing same-sex couples to marry somehow will lead to the de-valuing of children in marriage or have some other adverse effect on the marriages of heterosexual couples. Thus, it is doubtful whether defendants’ belief even has a rational basis. Cf Doe,
Under any amount of heightened scrutiny, this interest undoubtedly fails. The available evidence from other countries and states does not support defendants’ and amici’s argument. Nussbaum, supra, at 145 (states that allow marriage between same-sex couples have lower divorce rates than other states); Gerstmann, supra, at 22 (citing findings of economics professor M.V. Lee Badgett that same-sex partnerships in Europe have not led to lower rates of marriage, higher rates of divorce or higher rates of nonmarital births as compared to countries that do not offer legal recognition); William N. Eskridge, Jr. and Darren Spedale, Gay Marriage: For Better or Worse? 205 (Oxford University Press 2006) (discussing study finding that percentage of children being raised by two parents in Scandinavia increased after registered partnership laws took effect).
E. Proceeding with Caution
Defendants say that the “Wisconsin people and their political representatives could rationally choose to wait and analyze the impact that changing marriage laws have had in other states before deviating from the status quo.” Dfts.’ Br., dkt. # 102, at 46. However, that argument is simply a restatement of defendants’ argument that they are concerned about potential adverse effects that marriage between same-sex couples might have, so I need not consider it again. In itself, a desire to make a class of people wait to exercise constitutional rights is not a legitimate interest. Watson v. Memphis,
F. Slippery Slope
Finally, defendants express concern about the legal precedent that allowing same-sex marriage will set. Dfts.’ Br., dkt. # 102, at 55 (“Extending the fundamental right to marriage to include same-sex couples could affec[t] other legal re
I make three observations in response to defendants’ concern about the slippery slope. First, and most important, the task of this court is to address the claim presented and not to engage in speculation about issues not raised that may or may not arise at some later time in another case. Socha v. Pollard,
Second, there are obvious differences between the justifications for the ban on same-sex marriage and other types of marriage restrictions. For example, polygamy and incest raise concerns about abuse, exploitation and threats to the social safety net. A more fundamental point is that Wisconsin’s ban on same-sex marriage is different from other marriage restrictions because it completely excludes gay persons from participating in the institution of marriage in any meaningful sense. In other words, gay persons simply are asking for the right to marry someone. With the obvious exception of minors, no other class is being denied this right. As in Romer, plaintiffs are not asking for “special rights”; they are asking only for the rights that every adult already has.
Third, opponents of marriage between same-sex couples have been raising concerns about the slippery slope for many years, but these concerns have not proved well-founded. Again, there is no evidence from Europe that lifting the restriction on same-sex marriage has had an effect on other marriage restrictions related to age, consanguinity or number of partners. Eskridge and Spedale, supra, at 40. Similarly, in Vermont and Massachusetts, the first states to give legal recognition to same-sex couples, there has been no movement toward polygamy or incest. Further, I am aware of no court that even has questioned the validity of those restrictions. Marriage Cases,
CONCLUSION
In 1954, in what likely was one of the first cases explicitly addressing issues involving gay persons, a federal district court denied a claim involving censorship of a gay news magazine, stating that the court “rejected” the “suggestion that homosexuals should be recognized as a segment of our people.” Joyce Murdoch and Deb Price, Courting Justice 33 (Basic Books 2002) (quoting unpublished decision
In my view, that initial resistance is not proof of the lack of merit of those couples’ claims. Rather, it is evidence of Justice Cardozo’s statement (quoted by Justice Ginsburg during her confirmation hearing) that “[justice is not to be taken by storm. She is to be wooed by slow advances.” Editorial, “Ginsburg’s Thoughtful Caution,” Chicago Tribune (July 22, 1993), available at 1993 WLNR 4096678. It took the Supreme Court nearly a century after the Fourteenth Amendment was enacted to hold that racial segregation violates the Constitution, a view that seems obvious today. It took another 12 years for the Court to strike down anti-miscegenation laws. (Although the Court had the opportunity to review Virginia’s anti-miscegenation law shortly after Brown, the Court declined to do so at the time, Naim v. Naim,
In light of Windsor and the many decisions that have invalidated restrictions on same-sex marriage since Windsor, it appears that courts are moving toward a consensus that it is time to embrace full legal equality for gay and lesbian citizens. Perhaps it is no coincidence that these decisions are coming at a time when public opinion is moving quickly in the direction of support for same-sex marriage. Compare Richard A. Posner, Should There Be Homosexual Marriage ? And If So, Who Should Decide? 95 Mich. L.Rev. 1578, 1585 (1997) (“Public opinion may change ... but at present it is too firmly against same-sex marriage for the courts to act.”), with Richard A. Posner, “Homosexual Marriage — Posner,” The Becker-Posner Blog (May 13, 2012) (“[T]he only remaining basis for opposition to homosexual marriage ... is religious.... But whatever the [religious objections are], the United States is not a theocracy and should hesitate to enact laws that serve religious rather than pragmatic secular aims.”).
Citing these changing public attitudes, defendants seem to suggest that this case is not necessary because a majority of Wisconsin citizens will soon favor same-sex marriage, if they do not already. Dfts.’ Br., dkt. # 102, at 40 (citing article by Nate Silver predicting that 64% of Wisconsinites will favor same-sex marriage by 2020). Perhaps it is true that the Wisconsin legislature and voters would choose to repeal the marriage amendment and amend the statutory marriage laws to be inclusive of same-sex couples at some point in the future. Perhaps it is also true that, if the courts had refused to act in the 1950s and 1960s, eventually all states would have voted to end segregation and repeal anti-miscegenation laws. Regardless, a district court may not abstain from
It is well-established that “the Constitution protects persons, not groups,” Adarand Constructors, Inc. v. Pena,
ORDER
IT IS ORDERED that
1. The motion to dismiss filed by defendants Scott Walker, J.B. Van Hollen and Oskar Anderson, dkt. # 66, is DENIED.
2. The motion for summary judgment filed by plaintiffs Virginia Wolf, Carol Schumacher, Kami Young, Karina Willes, Roy Badger, Garth Wangemann, Charvonne Kemp, Marie Carlson, Judith Trampf, Katharina Heyning, Salud Garcia, Pamela Kleiss, William Hurtubise, Leslie Palmer, Johannes Wallmann and Keith Borden, dkt. # 70 is GRANTED.
3. It is DECLARED that art. XIII, § 13 of the Wisconsin Constitution violates plaintiffs’ fundamental right to marry and their right to equal protection of laws under the Fourteenth Amendment to the United States Constitution. Any Wisconsin statutory provisions, including those in Wisconsin Statutes chapter 765, that limit marriages to a “husband” and a “wife,” are unconstitutional as applied to same-sex couples.
4. Plaintiffs may have until June 16, 2014, to submit a proposed injunction that complies with the requirement in Fed. R.Civ.P. 65(d)(1)(C) to “describe in reasonable detail ... the act or acts restrained or required.” In particular, plaintiffs should identify what they want each named defendant to do or be enjoined from doing. Defendants may have one week from the date plaintiffs file their proposed injunction to file an opposition. If defendants file an opposition, plaintiffs may have one week from that date to file a reply in support of their proposed injunction.
5. I will address defendants’ pending motion to stay the injunction after the parties have had an opportunity to file materials related to the proposed injunction. If the parties wish, they may have until June 16, 2014, to supplement their materials related to that motion in light of the Supreme Court’s decision in Geiger v. Kitzhaber not to grant a stay in that case.
