BILL ANALYSIS SENATE JUDICIARY COMMITTEE Senator Ellen M. Corbett, Chair 2009-2010 Regular Session AJR 19 (Brownley and Feuer) As Amended August 31, 2009 Hearing Date: June 15, 2010 Fiscal: No Urgency: No KB:jd SUBJECT Marriage DESCRIPTION This measure, sponsored by Equality California, would call upon the Congress and the President of the United States to repeal the discriminatory Defense of Marriage Act. BACKGROUND In 1996 Congress passed, and President Clinton signed, the federal Defense of Marriage Act (DOMA), which among other things says that no state is required under federal law to give effect to marriages of same-sex couples contracted in other states. In light of the federal DOMA, some states, including California (Proposition 22), enacted statutory measures prohibiting recognition of marriages entered into by same-sex couples in other jurisdictions. On May 15, 2008, the California Supreme Court, in a 4-3 decision, struck down as unconstitutional the California statutes limiting marriage to a man and a woman. The majority opinion, which sets forth the decision of the court, was authored by Chief Justice Ronald George, and was signed by Justices Joyce Kennard, Kathryn Werdegar, and Carlos Moreno. (In re Marriage Cases (2008) 43 Cal.4th 757.) The legal issue identified by the majority opinion for resolution was whether California's Constitution "prohibits the state from establishing a statutory scheme in which both opposite-sex and same-sex couples are granted the right to enter (more) AJR 19 (Brownley and Feuer) Page 2 of ? into an officially recognized family relationship that affords all of the significant legal rights and obligations traditionally associated under state law with the institution of marriage, but under which the union of an opposite-sex couple is officially designated a 'marriage' whereas the union of a same-sex couple is officially designated a 'domestic partnership.'" (43 Cal.4th at 779-80.) In other words, did the failure of the state to designate the official relationship of same-sex couples as "marriage" violate the State Constitution? After determining the nature and scope of the constitutional "right to marry," the Court concluded that "the California Constitution properly must be interpreted to guarantee this basic civil right to all Californians, whether gay or heterosexual, and to same-sex couples as well as to opposite-sex couples." Following the Court's landmark decision, approximately 18,000 same-sex couples wed in California. However, opponents of same-sex marriage began circulating petitions to amend the statutory text of invalid Family Code Section 308.5 into the Constitution even before the Supreme Court issued its ruling, and enough signatures were gathered to qualify the petition as Proposition 8. Civil rights groups filed suit with the California Supreme Court in the case of Bennett v. Brown, arguing that Proposition 8 should not move forward for a popular vote without going to the Legislature because the proposition constituted a revision, or a structural change, to the Constitution. However, the Court declined to hear the case at the time. On November 4, 2008, Proposition 8 passed by a narrow 52 percent margin. Civil rights organizations again filed suit with the California Supreme Court, asking that it overturn the initiative as an invalid revision. On May 26, 2009, the Supreme Court in Strauss v. Horton (2008) 46 Cal.4th 364, upheld Proposition 8 in a 6-1 decision, but held, unanimously, that the same-sex marriages performed in California before the passage of Proposition 8 remain valid. The Court reiterated the widely recognized legal principle that statutory enactments apply prospectively only, absent clear intent to the contrary. The Court went on to discuss whether a retroactive application of the proposition would deprive any individual of vested rights with due process: Here, same-sex couples who married after the decision in the Marriage Cases, supra, 43 Cal.4th 757, was rendered, and AJR 19 (Brownley and Feuer) Page 3 of ? before Proposition 8 was adopted, acquired vested property rights as lawfully married spouses with respect to a wide range of subjects, including, among many others, employment benefits, interests in real property, and inheritances. These couples' reliance upon this court's final decision in the Marriage Cases was entirely legitimate. A retroactive application of the initiative would disrupt thousands of actions taken in reliance on the Marriage Cases by these same-sex couples, their employers, their creditors, and many others, throwing property rights into disarray, destroying the legal interests and expectations of thousands of couples and their families, and potentially undermining the ability of citizens to plan their lives according to the law as it has been determined by this state's highest court. By contrast, a retroactive application of Proposition 8 is not essential to serve the state's current interest (as reflected in the adoption of Prop. 8) in preserving the traditional definition of marriage by restricting marriage to opposite-sex couples; that interest is honored by applying the measure prospectively and by having the traditional definition of marriage enshrined in the state Constitution where it can be altered only by a majority of California voters. (Id. at 473-74.) Accordingly, the estimated 18,000 same-sex marriages that occurred in California between the Marriage Cases decision and passage of Proposition 8 remain valid. CHANGES TO EXISTING LAW This resolution declares that thousands of same-sex couples in California were legally married following the California Supreme Court's May 2008 decision in In re Marriage Cases, prior to the passage of the discriminatory Proposition 8, which purported to prospectively eliminate the right of same-sex couples to marry in this state. This resolution states that the Defense of Marriage Act is a federal law passed on September 21, 1996, and codified at Section 7 of Title 1 and Section 1738C of Title 28 of the United States Code. This resolution states that the Defense of Marriage Act provides that the United States government will not recognize or give effect to marriages between persons of the same sex for purposes of federal law. AJR 19 (Brownley and Feuer) Page 4 of ? This resolution declares that the Defense of Marriage Act excludes same-sex couples who are legally married in California from accessing the more than 1,000 federal rights and benefits that are afforded to opposite-sex spouses. This resolution declares that among the critical rights and benefits that federal law provides to protect couples and families are the right to sponsor a spouse for immigration benefits, the right to access Social Security survivors benefits, the right to receive health insurance from a federal employee spouse, the right to file federal income taxes jointly, and hundreds of other crucial protections. This resolution finds that, among other discriminatory harms, because of the Defense of Marriage Act, workers in California must pay federal income taxes on the value of health benefits provided by an employer to the same-sex spouse of an employee, while health benefits provided to different-sex spouses are not taxed, and this discrimination results in serious financial detriment to many same-sex couples and their families in California. This resolution states that the Defense of Marriage Act provides that no state is required to give effect to any public act, record, or judicial proceeding of any other state respecting a relationship between persons of the same sex that is treated as a marriage under the laws of the other state or a right or claim arising from that relationship. This resolution finds that the Defense of Marriage Act authorizes other states to discriminate against same-sex couples who are legally married in California by refusing to recognize or protect their relationships when they travel outside of California; and that the Defense of Marriage Act causes significant harm and unfairly discriminates against committed same-sex couples and their families. This resolution would call upon the Congress and the President of the United States to repeal the discriminatory Defense of Marriage Act. COMMENT 1. Stated need for the bill In support of the measure, the authors state: AJR 19 (Brownley and Feuer) Page 5 of ? The Defense of Marriage Act (DOMA), which took effect on September 21, 1996, provides that the United States government will not recognize or give effect to marriages between persons of the same sex for purposes of federal law. DOMA also provides that no state is required to give effect to any public act, record, or judicial proceedings of any other state respecting a relationship between persons of the same sex that is treated as a marriage under the laws of the other state or a right or claim arising from that relationship. DOMA excludes same-sex couples who are legally married in California and other states from accessing the more than 1,000 federal rights and benefits that are afforded to opposite-sex spouses. Among the critical rights and benefits that federal law provides to protect couples and families are the right to sponsor a spouse for immigration benefits, the right to access Social Security survivor benefits, the right to receive health insurance from a federal employee spouse, the right to file federal income taxes jointly, and hundreds of other crucial protections. AJR 19 would allow the California Legislature to call on Congress and the President to repeal DOMA, ending legal discrimination and exclusion from critical federal protections that impact thousands [of] same-sex couples in California. 2. Findings and declarations outline impact of DOMA on Same-sex married couples As noted in the resolution, on the federal level, same-sex married couples, as well as domestic partners, are denied the protections available under more than 1,100 federal statutes relating to marriage. The federal benefits afforded to opposite-sex, married couples include such basic benefits as social security, Medicare, federal housing assistance, food stamps, veterans' benefits, military benefits, tax benefits and federal employment benefits. Also, same-sex married couples and domestic partners risk losing essential legal protections - such as hospital visitation rights and authority to make medical decisions for their partners in an emergency - when they travel outside California to jurisdictions that do not recognize same-sex marriage or California's domestic partnership registry. Further, same-sex couples who are lawfully married must still pay federal income taxes on the value of health benefits provided by an employer to the same-sex spouse of the employee, AJR 19 (Brownley and Feuer) Page 6 of ? which creates a significant financial burden for many same-sex couples and their families. In contrast, health benefits provided to opposite-sex spouses are not taxed. 3. Pending Federal Legislation Congressman Jerrold Nadler has introduced legislation (H.R. 3567) which would enact the Respect for Marriage Act of 2009 and amend DOMA to repeal provisions allowing states to give no effect to same-sex marriages conducted in other states or territories. H.R. 3567 would further provide that, for purposes of any federal law in which marital status is a factor, an individual shall be considered married if that individual's marriage is valid in the state where the marriage was entered into. H.R. 3567 is currently pending in the House of Representatives Subcommittee on the Constitution, Civil Rights, and Civil Liberties. 4. Opposition In opposition to the resolution, the California Catholic Conference states: The resolution is overtly biased in its language and predicated on assumptions about marriage that have been rejected in every public vote of the people in every state that has held a referendum on a redefinition of marriage ? Marriage has always been understood to be a relationship between a woman and a man ? It is a "public good," not a "private right ..." There are many far more pressing issues for the common good of our state that should be occupying the time and talent of this legislature. Also in opposition to the resolution, Capitol Resource Family Impact states that, "Like California, federal law recognizes only traditional, heterosexual marriage. Last November millions of Californians, for the second time, voted to protect the traditional definition of marriage being between one man and one woman. Yet the California Legislature has repeatedly attempted to thwart the people's decision. AJR 19 does not express the beliefs of the majority of Californians." Support : California Nurses Association; City of Berkeley; National Association of Social Workers, California Chapter AJR 19 (Brownley and Feuer) Page 7 of ? Opposition : California Catholic Conference; Capitol Resource Family Impact HISTORY Source : California Faculty Association; Equality California Related Pending Legislation : None Known Prior Legislation : None Known Prior Vote : Assembly Judiciary Committee (Ayes 7, Noes 3) Assembly Floor (Ayes 47, Noes 29) **************