Day 13: Chapters 1-4 (June 16, 2010)

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Expertise, Interpretation & Exhibits: Day 13

We offer context for each episode from our two experts, David Cruz and Linda Hirshman. First, Cruz gives an overview of what is happening during the day's proceedings - introducing the players and providing an explanation for the legal strategies being employed. Then, Hirshman recounts her first-person experience in the courtroom from San Francisco - describing the dynamics in the room and pointing out the social significance of what you are watching unfold.

Structure of Closing Arguments

Plaintiffs Closing (OLSON) - Plaintiff-Intervenor (STEWART) Appearances by counsel for Defendants Schwarzenegger, Brown & O’Connell Defendant-Intervenor (COOPER) Plaintiffs Rebuttal (OLSON)

On May 31, 2010, Judge Walker offered video from the trial to both Plaintiffs’ and Defendant-Intervenors’ counsel for use in their Closing Arguments. Only the Plaintiffs chose to use video and the excerpts were as follows:

Professor David B. Cruz

Because this is a bench trial in front of a judge who will make factual findings and conclusions of law, closing arguments may be less critical than they might be in a jury trial. Nevertheless, the arguments still attempted to summarize what each side believes was proven by the evidence and how that satisfies the law they maintain should govern the case.

Ted Olson’s closing arguments were crafted with a rhetorical force that may be designed not merely to try to persuade the trial judge but to speak to broader audiences: the judges of the Ninth Circuit, which will decide the inevitable appeal in the case; the Justices of the U.S. Supreme Court, who might well choose to hear an appeal once the Ninth Circuit has ruled; the people of California, the U.S., and perhaps the world; and the judgment of history.

Charles Cooper’s arguments, more frequently interrupted by Judge Walker, seemed less sweeping in scope and more narrowly hewing to his arguments that courts should defer to the political majority that adopted Proposition 8.

When a discriminatory law is challenged under the Equal Protection or Due Process Clauses of the U.S. Constitution, a large body of doctrine requires courts to use one of a few “standards of review” to consider both the strength of the government’s interest or purpose or purposes and the “fit” of the discrimination, how closely it is related to those purposes. The Plaintiffs challenging Prop 8 and the Defendant-Intervenors supporting the measure disagree about the standard that should apply. The Plaintiffs argue that the court should use the very difficult to satisfy test called "strict scrutiny," requiring the government to prove that Prop 8 is narrowly tailored or necessary to serve a compelling governmental purpose.

In the alternative, they argue that Prop 8 should at least have to satisfy intermediate scrutiny (sometimes called “heightened scrutiny” in the proceedings), which would require the defenders to prove that Prop 8 is substantially related to an important governmental purpose. “Compelling” purposes are weightier than “important” ones, which are “weightier” than “legitimate” ones; “narrowly tailored” laws are drafted more closely to their purposes than are “substantially related” laws, which have a tighter fit than laws only “rationally related” to their purposes.

Prop 8’s defenders, in contrast, argue that the court should use the most deferential standard, rational basis review, which would require the court to uphold Prop 8 unless the challengers prove that the measure is not even rationally related to any legitimate governmental purpose. The plaintiffs disagree, but argue that Prop 8 fails even that lowest level of judicial scrutiny. Thus, one of the key disputes in the case concerns the purpose or purposes behind Prop 8 and its exclusion of same-sex couples from civil marriage.

Mr. Olson contrasted the Prop 8 proponents’ argument that procreation is the central, defining focus of marriage with the views articulated in U.S. Supreme Court opinions about marriage, the plaintiff same-sex couples’ views, and the views expressed by their numerous expert witnesses – none of which describe marriage in such narrow terms.

Prop 8’s defenders followed the reasoning of some recent cases rejecting constitutional challenges to the exclusion of same-sex couples from civil marriage; those cases accepted the claim that because same-sex couples can’t accidentally procreate, that is a difference from different-sex couples that makes it rational for a state to allow the latter but not the former to marry.

Arguing on rebuttal, Olson focuses on the precise language of the ballot pamphlet to argue that procreation was not addressed, although the supposed inferiority (not “okay”-ness) of same-sex couples was.

Therèse Stewart, arguing for the City and County of San Francisco, which had intervened as a plaintiff to challenge Prop 8, addressed some of Judge Walker’s written questions (distributed the previous week) and argued that the evidence of economic harms to SF as a result of Prop 8’s discrimination helps underscore the irrationality of the measure. She noted that the Supreme Court had previously taken the toll of discriminatory laws into account in assessing their constitutional rationality. As a destination city for weddings and a city with a large gay and lesbian population, SF faces distinctive enduring harms from Prop 8, Stewart argued.

Judge Walker asked the attorney for the Alameda County Clerk Recorder how the exclusion of same-sex couples mandated by Prop 8, or the exclusion of different-sex couples under age 62 from domestic partnerships, was enforced. His questions perhaps alluded to the idea that enforcing this sex-based limitation would require determining people’s sex and possibly violating their privacy rights.

Charles Cooper arguing for those defending Prop 8 urged that “channeling” potentially procreative sex into the context of marriage was a rational basis for excluding same-sex couples; he faced considerable questioning from the judge, who seemed to express skepticism about the procreation argument. One point of skepticism was the lack of witnesses testifying to this view of marriage, a question on which Walker repeatedly pressed Mr. Cooper. Cooper’s response, as noted by Olson, was that he didn’t think evidence necessary, that most courts thought this, and that marriage had almost always up until the last 30 years and almost everywhere been limited to male-female couples.

Cooper tried to distinguish procreative defenses of laws against interracial marriage as reflections of incorrect, racist biological beliefs, whereas the mixed-sex requirement for marriage he suggested reflects the true biological fact that same-sex couples can’t accidentally procreate by themselves. The invisibility of bisexual persons in this trial meant that Cooper did not address the possibility that a woman married to a woman might accidentally become pregnant with someone else, a prospect that when applied to married different-sex couples he thought justified not excluding couples with one infertile spouse from marrying.

Cooper’s arguments almost all relied on mere “rational basis review” being the governing legal standard, and his answers to several of Judge Walker’s questions showed him contending that other forms of discrimination that are reviewed under stronger judicial tests (“intermediate” or “strict scrutiny”) do not offer a precedent for using heightened scrutiny here. This is where and why Cooper argues that sexual orientation should not be seen as “immutable” (although the Supreme Court has never held that immutable is enough for higher protection, nor has it held that immutability is required for such protection).

The level of judicial “scrutiny” also occasioned several exchanges between Mr. Cooper and Judge Walker about the political power or powerlessness of gay and lesbian people. Cooper then closed with the argument that we don’t know what might eventually happen to marriage if same-sex couples were allowed to marry, and that this lack of certainty should be enough to save Prop 8 from constitutional invalidation by courts.

Ted Olson argued in rebuttal that all of the witnesses the plaintiffs put on gave a very good idea indeed what would happen: nothing bad. And there was no evidence that including same-sex couples in marriage would not harm the institution and would help couples, children, and municipalities in California. At the end of it all, Olson argued, Prop 8 could not survive any level of constitutional scrutiny.

~David B. Cruz, J.D., University of Southern California, Gould School of Law

± Click here to read more about David Cruz.

An expert on constitutional law and sex, gender, and sexual orientation law, Professor Cruz has been interviewed by a wide range of print, radio, and television media, including CNN Headline News, The News Hour, The Wall Street Journal, This American Life, and NPR's Morning Edition. Before joining the law faculty at the USC in 1996, he was a Bristow Fellow in the Office of the Solicitor General in Washington, D.C. and clerked for The Honorable Edward R. Becker, Circuit Judge of the United States Court of Appeals for the Third Circuit. Cruz is admitted to the bars of the State of New York and the United States Supreme Court.

Professor Cruz graduated with a B.S. in Mathematics, summa cum laude, and a B.A. in Drama, summa cum laude, from the University of California, Irvine and earned his master's degree in Mathematics from Stanford University. He was first in his J.D. class at graduation from New York University School of Law, where he was Managing Editor of the New York University Law Review.

Professor Cruz's academic publications include Heterosexual Reproductive Imperatives, 56 EMORY LAW JOURNAL 1157 (2007); "Naim v. Naim," "Bowers v. Hardwick," and "Hurley v. Irish-American Gay, Lesbian and Bisexual Group of Boston" (Encyclopedia of American Civil Liberties, 2006); Disestablishing Sex and Gender, 90 CALIFORNIA LAW REVIEW 997 (2002); and "Just Don't Call It Marriage": The First Amendment and Marriage as an Expressive Resource, 74 SOUTHERN CALIFORNIA LAW REVIEW 925 (1999).

Dr. Linda Hirshman

Closing argument began before the trial even opened. At an early pretrial appearance, Judge Walker asked Charles Cooper how same-sex marriage harms the marriages of everybody else. There was a pause. Finally, Cooper answered. “I don’t know,” he said. “I don’t know.”

Cooper never recovered from that moment. So it’s not surprising that his forensic performance when he actually closed seemed almost bewitched – he groped for words, repeated answers, asked for a recess to collect his thoughts.

The legal framework that Cooper and Olson had to perform in was also set early. The Fourteenth Amendment forbids states to deny any person the equal protection of the laws. The Bill of Rights established fundamental areas of life in which state action is held to particularly high standards of fit and evenhandedness. Everything in closing argument was directed toward showing how the many weeks of trial fit that narrative.

Olson, for the plaintiffs, argued that a distinction based on sexual orientation was just the kind of discrimination the Fourteenth Amendment forbids and that marriage is just the kind of human activity the bill of rights particularly protects. Cooper argued that the Constitution allows states to put people into categories – they do so all the time. Bankers and bank robbers, health insurers and life insurers, every piece of legislation discriminates. And he argued that the fundamental right of marriage, like everything having to do with marriage, is bounded by a definition of marriage as an institution intended to discipline heterosexual reproduction to the purposes set down by the government.

Olson easily won that debate, correctly pointing out that Cooper was engaged in that most specious of argument – circular reasoning. First Cooper defined marriage as a relationship designed to constrain heterosexual reproduction and then he concluded that everything else was not marriage. This forensic strategy, which any philosophy undergraduate would recognize as a tautology, exposed him to the judge’s relentless set of examples of marriages that did not fit his definition – the menopausal, sterile, imprisoned, and so forth.

Cooper had a more interesting argument in his contention that sexual orientation is just a category like investment banker or health insurer, and so the legislature (or in this case the people of California in referendum) could treat gay and lesbian people any way it wants to, just as the Congress could pass health care or financial reform. Olson’s response to this was to argue that, because of the history of discrimination against them, gays and lesbians are more like blacks or women in their relationship to the political process and so entitled to a harder look from the courts. But even bankers, Olson continued, are entitled to have the legislation directed at them be something more than just a whim, or, worse, an expression of peoples’ irrational hatred and animus.

That’s where the argument got really interesting. Because Cooper had said don’t know, he had to argue that fear of any possible harm , however attenuated and however irrational, is enough of a reason for the state to treat one group differently from another. And, indeed, this was the strategy that the opponents used in their political campaign for Prop 8. Fear of an unnameable harm. The harm that dares not speak its name. That cannot be explained other than by saying “I don’t know. I don’t know. “

And the reason that Charles Cooper, a perfectly competent lawyer, came off looking so bad is that the Anglo-American justice system – and the Constitution of the United States actually does not allow constitutions, laws or legal decisions to be made on the basis of inchoate fears that cannot be explained. That is the stuff of political campaigns like the campaign against same-sex marriage in California.

The plaintiffs may lose. If not before Judge Walker, they may lose at any point along the long road to the Supreme Court. But the closing argument illustrates brilliantly why they wanted to have this argument in federal court. Because for however long they remain in the legal system, the rules of argument are all in their favor.

~Dr. Linda Hirshman, Author and retired Professor of Political Philosophy

± Click here to read more about Linda Hirshman.

Dr. Hirshman specializes in social movements. She has written extensively about the feminist movement, including two controversial books, Hard Bargains: The Politics of Sex (Oxford 1994) and Get to Work: A Manifesto for Women of the World (Viking/Penguin 2006), as well as commentary in The New York Times and The Washington Post. She is at work now on a book about the gay revolution, Victory! to be published by Harper/Collins in 2011. She earned a J.D. from the University of Chicago Law School and a Ph.D. in Philosophy from University of Illinois at Chicago. She covers marriage equality at Salon.com and The Daily Beast.

Proposition 8 Trial Re-Enactment Crest

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About

In its January 13, 2010 ruling, the U.S. Supreme Court blocked the public broadcast of Perry v. Schwarzenegger, a U.S. District Court case challenging the constitutional validity of California's Proposition 8.

Working from court transcripts and first-hand accounts from bloggers who are present at the trial, we are re-enacting the trial and posting it here for public viewing.

John Ireland and John Ainsworth are co-producing this project under JIP, LLC a production company based in Hollywood.

For more information: email us, follow us on Twitter or subscribe to our YouTube channel.

Cast of Characters

Vaughn Walker (left), Chief Judge, U.S. District Court is portrayed by Ted Heyck (right)

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