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UNITED STATES DISTRICT COURT
WESTERN DISTRICT OF TEXAS
AUSTIN DIVISION
Shannon ZAHRN, Catherine Zahrn,Alexius Augustine, and AndrewSimpson, on behalf of themselves andall others similarly situated,
Plaintiffs,
v.
Rick PERRY, in his official capacity asGovernor of Texas; Greg Abbott, in hisofficial capacity as Attorney General ofTexas; and Dana DeBeauvoir, in herofficial capacity as County Clerk ofTravis County, Texas,
Defendants.
Civil Action No. 1:13-CV-00955
Plaintiffs Motion for
Class Certification
Plaintiffs Shannon Zahrn, Catherine Zahrn, Alexius Augustine, and Andrew
Simpson seek a declaratory judgment that Texas laws (a) prohibiting same-sex marriage
in Texas, and (b) refusing to give effect to same-sex marriages legally created in other
states, are unconstitutional. Plaintiffs seek this judgment on behalf of themselves and all
others similarly situated, under Rule 23 of the Federal Rules of Civil Procedure. Theproposed class is comprised of all individuals who (a) reside in Texas and want to marry
a person of the same sex in Texas, or (b) were legally married to a person of the same sex
in another state and reside in Texas. Because Rule 23s requirements are satisfied,
Plaintiffs respectfully ask the Court to certify the class.
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Court must perform a rigorous analysis to determine whether Rule 23 is satisfied.
Wal-Mart Stores v. Dukes, ___ U.S. ___, 131 S. Ct. 2541, 25512552 (2011).
Rule 23(a) requires a proposed class to satisfy five criteria. The first, known as
ascertainability, is an implied prerequisite.Union Asset Management Holding A.G. v. Dell, Inc.,
669 F.3d 632, 639640 (5th Cir. 2012). The other four are explicitly stated in the Rule
and are known as numerosity, commonality, typicality, and adequacy. Fed. R. Civ.
P. 23(a)(1)(4).
In addition to satisfying these criteria, a proposed class must fit into one of three
categories outlined in Rule 23(b). Rule 23(b)(2), for example, permits a class action
where defendants have acted or refused to act on grounds generally applicable to the
class, making injunctive or declaratory relief appropriate for the entire class.
Plaintiffs proposed class satisfies Rule 23(a) and 23(b)(2); therefore it should be
certified. Notably, a similar class was recently certified in the Western District of
Virginia. Harris v. Rainey, No. 5:13cv077, 2014 WL 352188 (W.D. Va. Jan. 31, 2014).
Rule 23(a): Ascertainability
Rule 23 implicitly requires that the proposed class be ascertainablemeaning the
Court must be able to determine, by objective criteria, whether any given individual is a
member of the proposed class. Union Asset, 669 F.3d at 639640.
Here, Plaintiffs seek to represent a class comprised of two subclasses:
(1) all individuals who reside in Texas, who wish to marry someone of the same sex
in Texas; and
(2) all individuals who reside in Texas, who have been legally married in another
state to someone of the same sex.
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See Plaintiffs Complaint for Declaratory and Injunctive Relief at 100.1
Whether a person currently resides in Texas is an objective question. Whether a
person wishes to marry someone of the same sex in Texas is an objective question
(determinable either by an affirmative answer to the question or by an actual attempt to
marry). And whether a person has been legally married in another state, to a person of
the same sex, is an objective question. Thus, the proposed class is readily ascertainable,
because its membership can be determined by objective criteria. See Harris, 2014 WL
352188, at *8*9 (finding a similar class in Virginia was ascertainable).
Rule 23(a)(1): Numerosity
A proposed class must be so numerous that joinder of all members is
impracticable. Fed. R. Civ. P. 23(a)(1). There is no defined size that satisfies this
requirement, but a class of more than 100 members who are geographically dispersed
will generally suffice. Mullen v. Treasure Chest Casino LLC, 186 F.3d 620, 624 (5th Cir. 1999)
(noting authority for the proposition that a class of more than forty members raises a
presumption of numerosity); see also Zeidman v. J. Ray McDermott & Co., Inc., 651 F.2d 1030,
1038 (5th Cir. 1981) (citing authority for the proposition that a class of 2530 may satisfy
numerosity).
Here, it is obvious that many individuals in Texas are members of the proposed
class. Plaintiffs have no burden to show what the precise number is; they need only
provide a reasonable estimate. Zeidman, 651 F.2d at 1038. According to one source, the
LGBT (lesbian, gay, bisexual, and transsexual) population in Texas is 3.3% of the total
1 The court for the Western District of Virginia, in Harris, excluded from the classthose individuals who had already filed a similar lawsuit in the Eastern District ofVirginia. 2014 WL 352188. at *1. Plaintiffs ask this Court to likewise exclude from theproposed class those who have already filed similar cases in this District (McNosky v.
Perry, No. A13-CV-0631, and DeLeon v. Perry, No. 5:13-CV-982).
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population. Gallup Special Report: New Estimates of the LGBT Population in the United States, The
Williams Institute (Feb. 2013), http://goo.gl/y6VgYI. Given Texass population of
roughly 26 million, this would mean the Texas LGBT population is roughly 858,000.
Of course, not all LGBT individuals wish to marry someone of the same sex, or are
already legally married to someone of the same sex. But according to federal census data,
there are 92,802 individuals in Texas who are part of a same-sex coupleor, in other
words, there are 46,401 same-sex couples in Texas. Texas Census Snapshot: 2010, The
Williams Institute, http://goo.gl/tzv9OM(PDF). And of these same-sex couples in
Texas, 8,397 have identified themselves as being in a spousal relationship. Id. From this,
it is reasonable to estimate that there are at least 16,794 and as many as 92,802 members
of the proposed class being harmed by Texas law.
According to another source, there are over 7,761 same-sex couples (married or
unmarried) in the metropolitan statistical areas of Texas (including Austin, San
Antonio, Houston, and Dallas) who are raising childrentogether. PolitiFact Texas (Feb.
9, 2011), http://goo.gl/40hYQN. It is reasonable to infer that couples raising children
together are likely (a) to want to get married or (b) to already be married. Thus, from
this it is reasonable to estimate that at least 7,761 couplesor 15,522 individualsare
members of the proposed class being harmed by Texas law.
At the very least, from this data it is reasonable to estimate that the proposed class
has many, many more than 100 members. And these individuals are geographically
dispersed, insofar as they reside throughout the state.See Texas Census Snapshot: 2010,
http://goo.gl/tzv9OM(PDF). Joinder of these thousands of putative class members is
therefore impracticable, and Rule 23s numerosity requirement is satisfied.
Rule 23(a): Commonality
Rule 23(a)(2) requires that there be questions of law or fact common to the class.
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Fed. R. Civ. P. 23(a)(2). To satisfy this requirement, even a single common question will
do. Dukes, 131 S. Ct. at 2556 (internal quotation omitted). But the crux of the matter is
really whether the classwide proceeding can generate common answersapt to drive the
resolution of the litigation. Id. at 2551 (emphasis in original; internal quotation omitted).
Here, the questions that determine class membership (see above) are also the only
fact questions material to Plaintiffs claims. Thus, by definition, all of the fact questions
material to Plaintiffs claims are common to the class. Moreover, Defendants do not
dispute that Shannon Zahrn and Catherine Zahrn currently reside in Texas and want to
marry each other in Texas, or that Andy Simpson and Alex Augustine currently reside in
Texas and were legally married to each other in another state. SeeJoint Scheduling
Proposal (Dkt. 22) at 2 (agreeing there are no fact issues). Presumably the State also
would not dispute these facts as they pertain to other putative class members. Thus, the
only fact questions that exist in this case are questions common to the classand the
answersare likewise common to the class, because there is no factual dispute.
Furthermore, Plaintiffs legal claims, asserted as five separate causes of action, see
Complaint at 6789, are all claims that Texas state law violates Plaintiffs rights under
the U.S. Constitution. Whether it is unconstitutionalunder any of the theories
asserted in Plaintiffs Complaintfor the State to refuse to allow Plaintiffs to get married
in Texas, or to refuse to recognize Plaintiffs out-of-state marriage, is a legal question
common to the class. And the Courts answerto these constitutional questions will
likewise be common to the class.
Thus, Rule 23s commonality requirement is satisfied.
Rule 23(a): Typicality
The named plaintiffs in a putative class action must have claims that are typical of
the class. Fed. R. Civ. P. 23(a)(3). In practice, the tests for commonality and typicality
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tend to merge. Dukes, 131 S. Ct. at 2551 n.5.But whereas commonality focuses on whether
there are common questions and answers to justify class treatment, typicality focuses on
whether the named plaintiffs are appropriate representativesof the proposed class.
Thus, typicality focuses on the similarity between the named plaintiffs legal and
remedial theories and the theories of those whom they purport to represent. Mullen, 186
F.3d at 625.
Like commonality, the test for typicality is not demanding. Id.As long as the
proposed class representatives are members of the proposed class, and their claims arise
from the same events or course of conduct as the classs claims, and they have the same
interests and the same injury as other class members, the typicality requirement is
satisfied. General Tel. Co. v. Falcon, 457 U.S. 147, 156 (1982).
Here, Shannon and Catherine are members of the proposed subclass of individuals
who want to marry someone of the same sex in Texas. Their injurybeing denied the
right to marryis the same as the subclasss injury. And their claims arise from the
States enactment and enforcement of state laws against same-sex marriagethe same
events and course of conduct underlying the subclasss claims. Thus, Shannon and
Catherine are typical representatives of subclass (a).
Similarly, Alex and Andy are members of the proposed subclass of individuals who
were legally married in another state to someone of the same sex. Their injurybeing
deprived of their legally-married statusis the same as the subclasss injury. And their
claims arise from the States enactment and enforcement of state laws against same-sex
marriagethe same events and course of conduct underlying the subclasss claims. Thus,
Alex and Andy are typical representatives of subclass (b).
Rule 23(a): Adequacy
The proposed class representatives also must show that they will fairly and
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adequately protect the interests of the class. Fed. R. Civ. P. 23(a)(4). This inquiry serves
(1) to uncover conflicts of interest between the proposed class representatives and the
class they seek to represent, and (2) to determine the competence of the named plaintiffs
counsel.Amchem Prods. v. Windsor, 521 U.S. 591, 625, 626 n.20 (1997); see also Fed. R. Civ. P.
23(g). Where named plaintiffs interests are identical to the interests of the proposed
class, and their attorneys have experience litigating class actions and similar legal issues,
the adequacy requirement is satisfied. Mullen, 186 F.3d at 625626.
Here, Plaintiffs are members of the proposed class and their interests are identical
to those of the class. Plaintiffs seek declaratory and injunctive relief that will apply to the
class equallymeaning there are no conflicts of interest.
Further, Plaintiffs counsel, Jason Steed and Jody Scheske, have extensive
experience litigating class actions, as well as extensive experience litigating the
constitutional issues relevant to this case. Mr. Scheske has over 20 years experience
handling class actions and other complex litigation. Declaration of James J. Scheske
(Ex. E). And Mr. Steed worked closely with Mr. Scheske in his class-action practice from
20092012. Affidavit of Jason Steed (Ex. F).
Moreover, since 2010 Mr. Scheske and Mr. Steed have been counsel in two same-
sex divorce cases that have made their way to the Texas Supreme Court. See In the Matter
of the Marriage of J.B. and H.B., No. 11-0024; Texas v. Naylor, No. 11-0114. These divorce cases
have involved constitutional issues and arguments similar to those arising in this
marriage casemeaning Mr. Steed and Mr. Scheske are thoroughly familiar with the
legal issues relevant to the classs claims. See Ex. E, F. And Mr. Steed and Mr. Scheske are
assisted by Leigh Jorgeson and Ian Pittmantwo lawyers experienced in family law.
In sum, Plaintiffs interests are identical to the classs interests, Plaintiffs are
committed to representing and pursuing those interests, and Plaintiffs counsel are
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competent and qualified to bring this class action involving these constitutional issues.
Therefore, Rule 23s adequacy requirement is satisfied.
Rule 23(b): Class-based Discrimination
Finally, Rule 23(b)(2) provides a basis for class action where defendants have acted
or refused to act on grounds generally applicable to the class, making injunctive or
declaratory relief appropriate for the entire class. Fed. R. Civ. P. 23(b)(2). As the
Supreme Court has noted: civil rights cases against parties charged with unlawful,
class-based discrimination are prime examples of what (b)(2) is meant to capture.
Dukes, 131 S. Ct. at 2557 (noting that Rule 23(b)(2)s antecedents were a series of [court]
decisions involving challenges to racial segregation that remedied such unconstitutional
conduct by a single classwide order).
The Fifth Circuit has imposed two requirements for certifying a class under
23(b)(2): (1) the class members must have been harmed in the same way; and (2) the
injunctive relief sought must be specific. M.D. v. Perry, 675 F.3d 832, 845 (5th Cir. 2012).
Moreover, the conduct to be enjoined must be such that it can be declared unlawful as
to all of the class members or as to none of them. Id.(internal quotations omitted).
These requirements are satisfied. The class members are all harmed in the same
way, having been denied the right to marry or deprived of their lawful marital status by
Texas law. They seek specific relief, asking the Court to declare these Texas laws
unconstitutional and to enjoin Defendants from enforcing them. And this will provide
relief to all class membersor to none of them.
This notion of providing constitutional protection to allclass membersor to none
of themis important, given the prominent role of county clerks in issuing marriage
licenses. If class treatment is denied in this case, but Plaintiffs win on the merits as
individuals, clerks in other counties plausibly might continue to refuse to issue marriage
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licenses to same-sex couplesarguing that the Courts injunction does not reach them.
This is similar to what some county clerks did in Utah, after a district court ruled
that Utahs laws against same-sex marriage were unconstitutional. See Utah County refuses
to issue same-sex marriage licenses, Salt Lake Tribune (Dec. 23, 2013), http://goo.gl/tSNXyk.
And it is similar to what happened in the racial segregation cases that became the basis
for adopting Rule 23(b)(2) in the first place. See Dukes, 131 S. Ct. at 2557; Amendments to R.
of Civ. P., Advisory Committees Note, 39 F.R.D. 69, 102 (1966) (citing, e.g., Potts v. Flax, 313
F.2d 284 (5th Cir. 1963)). In Potts, a district court issued an order categorically
abolishing segregationist policies in Fort Worth ISD, but some school officials ignored
the order and, on appeal, contended that, even if the courts order could enforce rights for
the named plaintiffs, it could not extend[] such rights to all other persons similarly
situated. 313 F.2d at 287288.
Rule 23(b)(2) was adopted to prevent this sort of thing, and to enable the Court to
enforce civil and constitutional rights for an entire identified class. And this case clearly
fits the criteria of Rule 23(b)(2).
Conclusion
Given the straightforward basis for certification in this case, no hearing is necessary
and Plaintiffs ask the Court to certify the proposed class as soon as practicable. See
generally Fed. R. Civ. P. 23 (no hearing required); see Fed. R. Civ. P. 23(c)(1)(A) (court
must determine class certification at an early practicable time); see alsoHarris, 2014
WL 352188 (certifying a similar class). Plaintiffs ask the Court to issue an order
(1) certifying the proposed class, (2) defining the class claims as those alleged in
Plaintiffs Complaint, and (3) appointing Plaintiffs counsel as class counsel. Cf.Fed. R.
Civ. P. 23(c).
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Respectfully submitted,
/s/ Jason P. SteedJason P. Steed, SBN 24070671
Bell Nunnally & Martin LLP3232 McKinney Ave., Suite 1400Dallas, TX 75204Phone: (214) 740-1411Fax: (214) [email protected]
James J. Scheske, SBN 17745443
James J. Scheske PLLC5501-A Balcones #109Austin, TX 78731Phone: (512) 371-1790Fax: (512) [email protected]
S. Leigh Jorgeson, SBN 24070026 (pro hac)Ian Pittman, SBN 24064131 (pro hac)Jorgeson Pittman LLP
4505 Spicewood Springs Rd., Suite 335Austin, Texas 78759Phone: (512) 320-0999Fax: (512) [email protected]
Attorneys for PlaintiffsShannon Zahrn, Catherine Zahrn,Alexius Augustine, and Andrew Simpson
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Certificate of Service
I certify that Plaintiffs Motion for Class Certification was electronically filed on
the CM/ECF system on February 28, 2014, which will automatically serve a Notice of
Electronic Filing to all parties and counsel.
/s/ Jason P. SteedJason P. SteedCounsel for Plaintiffs
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EXHIBIT A
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EXHIBIT B
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EXHIBIT C
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EXHIBIT D
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EXHIBIT E
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EXHIBIT F
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UNITED STATES DISTRICT COURT
WESTERN DISTRICT OF TEXAS
AUSTIN DIVISION
Shannon ZAHRN, Catherine Zahrn,Alexius Augustine, and Andrew Simpson,on behalf of themselves and all otherssimilarly situated,
Plaintiffs,
v.
Rick PERRY, in his official capacity asGovernor of Texas; Greg Abbott, in hisofficial capacity as Attorney General ofTexas; and Dana DeBeauvoir, in her officialcapacity as County Clerk of TravisCounty, Texas,
Defendants.
Civil Action No. 1:13-cv-00955
Order Granting
Plaintiffs Motion for
Class Certification
Having considered Plaintiffs motion for class certification, and the arguments
and authorities of both Plaintiffs and Defendants, the Court finds Rule 23 is satisfied and
therefore GRANTSthe motion.
The following class of persons will be bound by the final judgment in this case:
a) all individuals who reside in Texas, who wish to marry someone of thesame sex in Texas; and
b) all individuals who reside in Texas, who have been legally married inanother state to someone of the same sex.
This class, however, does not include the plaintiffs in McNosky v. Perry, No. A13-
CV-0631, or DeLeon v. Perry, No. 5:13-CV-982, who are representing their own interests,
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unless these individuals opt in to this class by notifying this Court of their intent and
desire to be included in the class.
The class is certified to determine (1) whether Texas laws against same-sex
marriage violate the Equal Protection Clause of the 14th Amendment to the U.S.
Constitution; (2) whether Texas laws against same-sex marriage violate the Due
Process Clause of the 14th Amendment to the U.S. Constitution; (3) whether Texas
laws against same-sex marriage violate the federal constitutional right to travel;
(4) whether Texas laws against same-sex marriage, and section 2 of the federal
Defense of Marriage Act, violate the Full Faith and Credit Clause of Article IV of the
U.S. Constitution; (5) whether Defendants have deprived Plaintiffs of their
constitutional rights in violation of 42 U.S.C. 1983; and (6) whether Defendants must
pay class counsel fees and costs.
Plaintiffs seek declaratory and injunctive relief on behalf of the class, and the
class will be bound by the judgment. Thus, in answer to each of the constitutional
questions, Texas laws against same-sex marriage will be deemed unconstitutional and
unenforceable as to all of the class membersor as to none of them.The Court appoints Jason P. Steed (SBN 24070671), James J. Scheske (SBN
17745443), S. Leigh Jorgeson (SBN 24070026), and Ian Pittman (SBN 24064131) as
class counsel.
SIGNED on _________________________________, 2014.
___________________________________The Honorable Sam Sparks
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