Gruber v. Oregon State Bar

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Gruber v. Oregon State Bar
Case number: 20-1520
Status: Pending on remand.
Important dates
Filed: Aug. 29, 2018
District court decision:
May 24, 2019
Appeals court decision:
Feb. 26, 2021
Supreme Court decision:
Oct. 4, 2021
District court outcome
The Oregon State Bar membership and fee requirements are constitutional.
Appeals court outcome
The Ninth Circuit affirmed the district court's ruling in part, reversed in part, and remanded.
Supreme Court outcome
Certiorari denied.

This case is one of over a hundred public-sector union lawsuits Ballotpedia tracked following the U.S. Supreme Court's 2018 decision in Janus v. AFSCME. These pages were updated through February 2023 and may not reflect subsequent case developments. For more information about Ballotpedia's coverage of public-sector union policy in the United States, click here. Contact our team to suggest an update.

Gruber v. Oregon State Bar is a case pending on remand in the U.S. District Court for the District of Oregon. Following the U.S. Supreme Court's 2018 ruling in Janus v. AFSCME, the plaintiffs filed a claim that challenged the constitutionality of the Oregon State Bar's membership and fee requirements. In Janus, the Supreme Court held that public-sector unions cannot require non-members to pay fees to support union activities. On February 26, 2021, the U.S. Court of Appeals for the Ninth Circuit affirmed in part and reversed in part the district court's May 2019 dismissal of the suit, sending the case back to the lower court. On April 26, 2021, the plaintiffs filed a writ of certiorari to the Supreme Court. The Supreme Court denied review of the case on October 4, 2021.[1][2][3][4][5][6]

HIGHLIGHTS
  • The parties to the suit: The plaintiffs are Diane Gruber and Mark Runnels. The defendants are the Oregon State Bar, Oregon State Bar President Christine Constantino, and Oregon State Bar Chief Executive Officer Helen Hierschbiel.
  • The issue: In light of Janus v AFSCME, do the Oregon State Bar membership and fee requirements violate First and Fourteenth Amendment rights and are they therefore unconstitutional?
  • The presiding judges: Magistrate Judge Jolie Russo and Judge Michael H. Simon presided over the district court proceedings. A three-judge appellate panel included Ninth Circuit Judges Jay Bybee and Lawrence VanDyke, and District Judge Kathleen Cardone.
  • The outcome: This case is pending on remand in the U.S. District Court for the District of Oregon.
  • Procedural history

    The plaintiffs are Diane Gruber and Mark Runnels. They are represented by Michael L. Spencer. The defendants are the Oregon State Bar, Oregon State Bar President Christine Constantino, and Oregon State Bar Chief Executive Officer Helen Hierschbiel. They are represented by counsel from Tonkon Torp LLP; Schwabe, Williamson & Wyatt; and Miller Nash Graham & Dunn.

    Below is a brief procedural history of the lawsuit:[1][2][3][4][5][6]

    • August 29, 2018: The plaintiffs filed their lawsuit in the U.S. District Court for the District of Oregon. In light of Janus v. AFSCME, the plaintiffs challenged the constitutionality of the Oregon State Bar membership and fee requirements and requested an injunction against enforcement of those requirements, as well as a refund of all fees collected as allowable according to the statute of limitations, costs, attorney’s fees. The defendants subsequently filed to dismiss the claim, and the plaintiffs responded.
    • March 13, 2019: A hearing was held before the district court and oral arguments were heard.
    • April 1, 2019: Magistrate Judge Jolie Russo issued findings and recommendations that the lawsuit be dismissed.
    • May 24, 2019: Judge Michael H. Simon adopted Russo’s order in full, dismissing the plaintiffs’ claim and terminating the case.
    • May 31, 2019: An appeal was docketed with the U.S. Court of Appeals for the Ninth Circuit.
    • February 26, 2021: A Ninth Circuit panel affirmed the district court's dismissal of the plaintiffs' free speech claim and reversed the court's dismissal of their free association claim, remanding the case to the lower court.
    • April 26, 2021: The plaintiffs filed a writ of certiorari to the U.S. Supreme Court.
    • October 4, 2021: The Supreme Court denied review of the case.

    For a list of available case documents, click here.

    Decision

    District court decision

    On May 24, 2019, Judge Michael H. Simon confirmed Magistrate Judge Jolie Russo’s dismissal of the plaintiffs’ claim and terminated the lawsuit. On April 1, 2019, Russo wrote:[4]

    Plaintiffs assert not only does mandatory bar membership and compulsory fees fail the exacting scrutiny standard described in Janus, but because the Bar does not obtain members’ affirmative consent before using their fees for political or ideological speech, the compulsory nature of the Bar’s membership and fees further violates their First Amendment rights. However, because Keller has not been abrogated, this court is bound to follow its dictates as it is directly applicable to the cases at bar.

    The Supreme Court has determined that exacting scrutiny is wholly consistent with the holding in Keller. Harris at 655–56. With respect to affirmative consent before using compulsory Bar dues for political speech, the Supreme Court has made no such proclamation and therefore this court is prohibited from assuming that Janus impliedly overruled Keller. [7]

    Russo was appointed to the court upon the recommendation of a merit selection panel and in accordance with 28 U.S.C. Section 631 and governing regulations for the selection of magistrates. Judge Simon was appointed by President Barack Obama (D).

    Appellate court decision

    On February 26, 2021, a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit—Circuit Judges Jay Bybee and Lawrence VanDyke, and District Judge Kathleen Cardone—affirmed the district court's dismissal of the plaintiffs' free speech claim and reversed the court's dismissal of their free association claim, remanding the case to the lower court. VanDyke concurred in part and dissented in part. The court's summary of its ruling stated:[5]

    The panel affirmed in part and reversed in part the district court’s dismissal of plaintiffs’ claims, and remanded, in actions alleging First Amendment violations arising from the Oregon State Bar’s requirement that lawyers must join and pay annual membership fees in order to practice in Oregon.

    [...]

    The panel ... affirmed the district court as to plaintiffs’ free speech claim and the adequacy of OSB’s procedural safeguards with respect to protecting plaintiffs’ free speech rights.

    [...]

    The panel held that the district court erred by dismissing plaintiffs’ free association claim as barred by precedent. The panel determined that plaintiffs raised an issue that neither the Supreme Court nor this Court have ever addressed: whether the First Amendment tolerates mandatory membership itself—independent of compelled financial support—in an integrated bar that engages in nongermane political activities. The panel concluded that plaintiffs’ freedom of association claim based on the Bulletin statements was viable. Because the district court erred in dismissing this claim as foreclosed by precedent, the panel reversed and remanded. On remand, the panel noted that there were a number of complicated issues that the district court would need to address, including whether Janus supplies the appropriate standard for plaintiffs’ free association claim and, if so, whether OSB can satisfy its exacting scrutiny standard. [7]

    Bybee was appointed to the court by President George W. Bush (R). VanDyke was appointed by President Donald Trump (R). Cardone was appointed to the U.S. District Court for the Western District of Texas by George W. Bush.

    Legal context

    Janus v. AFSCME (2018)

    See also: Janus v. AFSCME

    On June 27, 2018, the Supreme Court of the United States issued a 5-4 decision in Janus v. American Federation of State, County, and Municipal Employees (Janus v. AFSCME), ruling that public-sector unions cannot compel non-member employees to pay fees to cover the costs of non-political union activities.[8]

    This decision overturned precedent established in Abood v. Detroit Board of Education in 1977. In Abood, the high court held that it was not a violation of employees' free-speech and associational rights to require them to pay fees to support union activities from which they benefited (e.g., collective bargaining, contract administration, etc.). These fees were commonly referred to as agency fees or fair-share fees.[8]

    Justice Samuel Alito authored the opinion for the court majority in Janus, joined by Chief Justice John Roberts and Justices Anthony Kennedy, Clarence Thomas, and Neil Gorsuch. Alito wrote, "Abood was poorly reasoned. It has led to practical problems and abuse. It is inconsistent with other First Amendment cases and has been undermined by more recent decisions. Developments since Abood was handed down have shed new light on the issue of agency fees, and no reliance interests on the part of public-sector unions are sufficient to justify the perpetuation of the free speech violations that Abood has countenanced for the past 41 years. Abood is therefore overruled."[8]

    Related litigation

    To view a complete list of the public-sector labor lawsuits Ballotpedia tracked between 2019 and 2023, click here.


    Number of federal lawsuits by circuit

    Between 2019 and 2023, Ballotpedia tracked 191 federal lawsuits related to public-sector labor laws. The chart below depicts the number of suits per federal judicial circuit (i.e., the jurisdictions in which the suits originated).

    Public-sector labor lawsuits on Ballotpedia

    See also: Public-sector union policy in the United States, 2018-2023

    Click show to view a list of cases with links to our in-depth coverage.

    See also

    External links

    Case documents

    Supreme Court

    Appeals court

    Trial court

    Footnotes