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Widow’s $363,000 Tax Bill Led to Obama Shift on Marriage Act

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Godhumor Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:13 AM
Original message
Widow’s $363,000 Tax Bill Led to Obama Shift on Marriage Act
Edited on Mon Feb-28-11 09:18 AM by Godhumor
Source: Bloomberg

Edith Windsor and Thea Spyer had a 40-year engagement and a two-year marriage, starting with a wedding in Canada recognized under the laws of New York, where they lived, and ending when Spyer died two years ago.

Her death triggered a $363,053 federal tax bill from which her widow would have been exempt had she been married to a man, because the federal Defense of Marriage Act bars the U.S. government from recognizing same-sex unions.

Windsor’s lawsuit challenging the constitutionality of the act was one of two cited by the Obama administration to justify its decision to stop defending the law. The decision may be a turning point in the fight over putting same-sex marriages on the same footing as heterosexual unions.

“I couldn’t believe that our government would charge me $350,000 because I was married to a woman and not a man,” Windsor, 81, said in a video statement from the American Civil Liberties Union, which is helping to represent her.

Read more: http://noir.bloomberg.com/apps/news?pid=20601070&sid=acWzWpjvhN74



Always important to show the public why laws are changed. Nice to have an article about one of the cases Holder cited.

Edit: Changed 4th paragraph in excerpt
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babylonsister Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:28 AM
Response to Original message
1. Thanks for this-rec'd. nt
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Ian David Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:29 AM
Response to Original message
2. See also: President Obama Strengthens ENDA by Rejecting DOMA
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shawn703 Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:30 AM
Response to Original message
3. But when it was DADT
Obama couldn't just "stop defending the law". Why is this different? Because if the widow has a $363,053 tax bill she's probably with means, and the people who suffered from DADT were probably without?
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Godhumor Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:58 AM
Response to Reply #3
7. Don't want to abuse the exceprt system, but there is an area in the article that explicitly explains
Justice will still enforce the law, but they will not defend section 3 (Confusing, I know).

Moreover, DADT being repealed is now being used as precedent for the DOMA changes (Again you can find that in the article). DADT paved the way for these kinds of decisions.
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boppers Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 01:17 AM
Response to Reply #3
12. Because this is the second circuit.
Federal law is interpreted in different ways in different parts of the country.

I'll repeat that:
Federal law is interpreted in different ways in different parts of the country.

In other circuits, they (the DoJ) had to defend the DADT *and* DOMA laws, because it was already ruled legal there. The second circuit did *not* yet have a ruling that DOMA (specifically the third part) was constitutional.
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24601 Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 06:35 PM
Response to Reply #3
25. Not really in my judgment . Congress is explicitly delegated
authority to pass laws to regulate the military by the Constitution's 1st Article and it says nothing limiting it to wise or just laws. DADT would very likely have been upheld by any USSC, not just this one. DOMA on the other hand isn't well-grounded and runs into the 4th Article regarding states giving full faith & credit to other states' actions.
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eilen Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:41 AM
Response to Original message
4. I just don't know what to say about this.
On the one hand, I'm glad he decided to stop supporting DOMA. On the other hand.... This is what changed his mind? Some wealthy woman had to pay more tax?

My eyes ache from rolling so hard.

I mean, there are children who are not allowed to see their parents, people not able to cover their family on their employer health insurance....

WTF?

I guess you really do have be a donor (or possible donor) of means to get attention on the federal level.
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Godhumor Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 09:54 AM
Response to Reply #4
5. Only 6 challenges have been filed in federal court in the past 15 years. Holder cited two of them
From the article:

Only six challenges to the 15-year-old law are in federal courts because nobody had standing to sue until same-sex marriage became legal in some places, said Jennifer Pizer, an attorney for the gay-rights group Lambda Legal.



Has nothing to do with being a donor, has everything to do with timing and cases being considered.
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Pirate Smile Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 10:07 AM
Response to Reply #4
9. It actually isn't a change because of a wealthy woman's tax bill. That was just a trigger.
It was having to decide (because of where the case was brought)what standard test should be applied to discrimination against gay people. These were the first cases where there wasn't already an established test that the Justice Dept. just had to follow. They had to decide what test should apply and they picked heightened scrutiny which this Law can't pass.


http://www.democraticunderground.com/discuss/duboard.php?az=view_all&address=433x617479

Suits on Same-Sex Marriage May Force Administration to Take a Stand

-snip-
The two lawsuits, however, have provoked an internal administration debate about how to sustain its have-it-both-ways stance, officials said. Unlike previous challenges, the new lawsuits were filed in districts covered by the appeals court in New York — one of the only circuits with no modern precedent saying how to evaluate claims that a law discriminates against gay people.
That means that the administration, for the first time, may be required to take a clear stand on politically explosive questions like whether gay men and lesbians have been unfairly stigmatized, are politically powerful, and can choose to change their sexual orientation.
“Now they are being asked what they think the law should be, and not merely how to apply the law as it exists,”
said Michael Dorf, a Cornell University law professor. “There is much less room to hide for that decision.”
James Esseks, an American Civil Liberties Union lawyer helping with one case, said the new suits could be game-changing.

-snip-
Since 2003, when the Supreme Court struck down laws criminalizing gay sex, the legal landscape for same-sex marriage has shifted. Eight states now grant marriage licenses to same-sex couples or recognize such marriages if performed elsewhere. But under the Defense of Marriage Act, the federal government cannot recognize those relationships.
That has raised a crucial question: Is it constitutional for the federal government to grant certain benefits — like health insurance for spouses of federal workers, or an exemption to estate taxes for surviving spouses — to some people who are legally married under their state’s laws, but not to others, based on their sexual orientation?

The Constitution declares that everyone has a right to equal protection by the law. But many laws treat some people differently from others. Courts uphold such policies as constitutional if they can pass a test showing that the discrimination is not invidious.
A law singling out an ordinary class — like owners of property in a district with special tax rates — gets an easy test. It is presumed valid, and a challenge is dismissed unless a plaintiff proves that the law advances no conceivable rational state interest.
But a law focusing on a class that has often been subjected to unfair discrimination — like a racial group — gets a hard test. It is presumed invalid and struck down unless the government proves that officials’ purpose in adopting the law advances a compelling interest.


http://www.nytimes.com/2011/01/29/us/politics/29marriage.html?_r=1&adxnnl=1&pagewanted=1&adxnnlx=1298905244-a7+spND/rNylJbzzRA+2ng


U.S., in Shift, Sees Marriage Act as Violation of Gay Rights

By CHARLIE SAVAGE and SHERYL GAY STOLBERG
Published: February 23, 2011

WASHINGTON — President Obama, in a major legal policy shift, has directed the Justice Department to stop defending the Defense of Marriage Act — the 1996 law that bars federal recognition of same-sex marriages — against lawsuits challenging it as unconstitutional.
Attorney General Eric H. Holder Jr. sent a letter to Congress on Wednesday saying that the Justice Department will now take the position in court that the act should be struck down as a violation of same-sex couples’ rights to equal protection under the law.
“The president and I have concluded that classifications based on sexual orientation warrant heightened scrutiny and that, as applied to same-sex couples legally married under state law,” a crucial provision of the act is unconstitutional, Mr. Holder wrote.


-snip-
But the new lawsuits were filed in districts covered by the appeals court in New York. That court has no precedent establishing which legal test judges should use when evaluating claims that a federal law violates gay people’s rights.
That vacuum meant that the administration’s legal team had to perform its own analysis of whether gay people were entitled to the protection of a test known as “heightened scrutiny.” Under that test, it is much easier to challenge laws that unequally affect a group, because the test presumes that such laws are unconstitutional, and they may be upheld only if the lawmakers’ purpose in enacting them served a compelling governmental interest.
In his letter, Mr. Holder said the administration legal team had decided that gay people merited the protection of the “heightened scrutiny” test, and that under that standard, the Defense of Marriage Act was impossible to keep defending as constitutional.


http://www.nytimes.com/2011/02/24/us/24marriage.html?_r=1


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joshcryer Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 04:38 AM
Response to Reply #9
18. Best part: probate stuff is some of the most intricate part of law, because it is property law.
This will be taken very seriously.
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roguevalley Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 11:47 PM
Response to Reply #4
11. I am tired of people not doing the right thing until a terrible event
is right in front of them. so much for empathy. how about doing this Obama because it is right, not because someone finally pings your conscience.
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vaberella Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 06:13 AM
Response to Reply #11
21. It's law and different circumstances call for different measures.
Hindsight is 20/20.
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boppers Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 01:39 AM
Response to Reply #4
13. Nothing changed. Obama didn't have a case until now.
This is the first time, the first case, where prior rulings *weren't* part of consideration.

He's not a king or dictator, and there are laws to follow, and rules about how the laws are followed.

I realize it's quite frustrating to people who assume law, and our courts, make sense.... they do make sense, but not in a conventional way.

Right now, DOMA is going to be argued as unconstitutional in some parts of the US, but not others.


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joshcryer Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 04:26 AM
Response to Reply #13
17. Law is fascinating, boring, but fascinating. You clarified it very well.
There was simply nothing that could be done until now.
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SomeGuyInEagan Donating Member (872 posts) Send PM | Profile | Ignore Tue Mar-01-11 06:01 AM
Response to Reply #13
19. Thanks. THAT make sense and fills in gaps in the article for me.
The headline is poorly written, as most headlines are, leading the reader to begin with the assumption that it was the money that caught the WH's eye. Rather, it was the tax bill itself which then gave the WH something to act against ... a trigger. Without that trigger - or any trigger - the WH can not act, except to try to persuade Congress to give it a bill to sign.

Am I understanding, without getting too deep?
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joshcryer Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 06:09 AM
Response to Reply #19
20. The money does help, though, because the courts will have a hard time dismissing it.
Note that there are a half dozen (or more?) other people in this case, it's not just the rich old lesbian! But it doesn't hurt to have here there, not at all.
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boppers Donating Member (1000+ posts) Send PM | Profile | Ignore Wed Mar-02-11 04:05 AM
Response to Reply #19
27. It was the location, actually.
If the *exact same* thing had happened in Florida, the Obama admin would have no case.
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treestar Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 01:51 AM
Response to Reply #4
14. So hatred of the wealthy trumps fairness for gay people?
The point is that if married to a man, this tax bill would not exist.

But hey so long as they have money, who cares if gay people are treated differently?

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eilen Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 10:15 AM
Response to Reply #14
23. No, that is not my point.
I believe that civil rights belong to everyone. I am glad he doesn't plan to defend DOMA, although I wish he would enforce repeal of DADT (kind of a mixed message there-- toothless accomplishment No. 5199).

I wish it hadn't take so long and wasn't deemed a problem until a wealthy person had to pay more tax than they wanted to. (Poor overtaxed wealthy people).
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Thor_MN Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 06:32 AM
Response to Reply #4
22. A reason that the rethugs hold dear above all else?
Conservatives don't give a rat's ass about children that have been born, other than their own. Can't pay for insurance? Lazy SOBs.

Now taxing someone, that's important... but it's one of ... those people... umm... err...



Backing a person into a corner over their hypocrisy is a good strategy.
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24601 Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 06:50 PM
Response to Reply #4
26. On the other hand, it sets the precedent for a future president to
decide that HCR or the Voting Rights Act is unconstitutional and order the DoJ not to defend any challenges. Situational ethics tend to be a poor course of action.
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forty6 Donating Member (849 posts) Send PM | Profile | Ignore Mon Feb-28-11 09:57 AM
Response to Original message
6. An excellent video on this topic...mentions this case...here...
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Solly Mack Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 10:00 AM
Response to Original message
8. K&R
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AtheistCrusader Donating Member (1000+ posts) Send PM | Profile | Ignore Mon Feb-28-11 10:39 PM
Response to Original message
10. Damn, I could have used this article 2 days ago.
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OutNow Donating Member (538 posts) Send PM | Profile | Ignore Tue Mar-01-11 01:57 AM
Response to Original message
15. The ACLU, which is helping to represent her
The facts of the case are compelling, but I'd just like to give a shout out to the ACLU. They have so much to do and not much money to do it with. Please consider joining or making a donation to the national ACLU or your state affiliate.

Yes, I've been a member for 35 years.
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Democat Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 03:40 AM
Response to Reply #15
16. Another great thing about joining the ACLU
It will anger the right wingers whose are unable to figure out that their rights are being defended by the ACLU.
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Ignis Donating Member (1000+ posts) Send PM | Profile | Ignore Tue Mar-01-11 02:48 PM
Response to Reply #15
24. +1
:patriot:
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