Koebke v. Bernardo Heights Country Club

115 P.3d 1212, 31 Cal. Rptr. 3d 565, 36 Cal. 4th 824, 2005 Daily Journal DAR 9214, 2005 Cal. Daily Op. Serv. 6731, 2005 Cal. LEXIS 8359
CourtCalifornia Supreme Court
DecidedAugust 1, 2005
DocketS124179
StatusPublished
Cited by71 cases

This text of 115 P.3d 1212 (Koebke v. Bernardo Heights Country Club) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Koebke v. Bernardo Heights Country Club, 115 P.3d 1212, 31 Cal. Rptr. 3d 565, 36 Cal. 4th 824, 2005 Daily Journal DAR 9214, 2005 Cal. Daily Op. Serv. 6731, 2005 Cal. LEXIS 8359 (Cal. 2005).

Opinions

Opinion

MORENO, J.

Plaintiffs, a lesbian couple who are registered domestic partners, sued defendant country club, to which one of them belongs, alleging that the club’s refusal to extend to them certain benefits it extends to married members of the club constitutes marital status discrimination under Civil Code section 51, familiarly known as the Unruh Civil Rights Act (the Act). The club obtained summary judgment on plaintiffs’ marital status discrimination claim and the Court of Appeal affirmed. We granted review to determine whether the Act prohibits discrimination based on marital status. We conclude that marital status claims are cognizable under the Unruh Civil Rights Act, but, for purposes of such claims, a distinction exists between registered domestic partners (see Fam. Code, § 297 et seq.) and other unmarried couples and individuals. Domestic partners registered under the California Domestic Partner Rights and Responsibilities Act of 2003 (the Domestic Partner Act), the current version of the domestic partnership law, are the equivalent of spouses for the purposes of the Act and a business that extends benefits to spouses it denies to registered domestic partners engages in impermissible marital status discrimination. Therefore, we reverse summary judgment in favor of defendant to the extent plaintiffs’ claim implicates the Domestic Partner Act.

While the Act may also protect the rights of other unmarried couples and unmarried individuals to equal access to public accommodations under some circumstances, distinctions drawn by businesses between married couples and such unmarried couples and individuals that are supported by legitimate business reasons do not constitute impermissible marital status discrimination under the Act. Applying this principle, we reject plaintiffs’ claim that the country club’s spousal benefit policy constituted impermissible [832]*832marital status discrimination on its face prior to the effective date of the Domestic Partner Act. As explained below, during this period of time, the country club’s policy was supported by legitimate business interests. In this connection, we also reject plaintiffs’ alternative claim that the policy facially violated the Unruh Civil Rights Act’s proscription against sexual orientation discrimination. However, we agree with the Court of Appeal that under the facts disclosed by the record plaintiffs may have a viable Unruh Civil Rights Act claim for discriminatory application of the club’s policy.

I. FACTS

Plaintiffs B. Birgit Koebke and Kendall E. French sued defendant Bernardo Heights Country Club (BHCC) alleging, among other causes of action, that BHCC discriminated against them on the basis of sex, sexual orientation, and marital status in violation of the Unruh Act. BHCC obtained summary judgment and, with respect to most of the claims, the Court of Appeal affirmed. We granted plaintiffs’ petition for review. “Because plaintiff [s] appeal [] from an order granting summary judgment, we must independently examine the record to determine whether triable issues of material fact exist. [Citations.]” (Saelzler v. Advanced Group 400 (2001) 25 Cal.4th 763, 767 [107 Cal.Rptr.2d 617, 23 P.3d 1143].) In conducting de novo review “we must view the evidence in a light favorable to plaintifffs] as the losing party [citation], liberally construing [their] evidentiary submission while strictly scrutinizing defendants] own showing, and resolving any evidentiary doubts or ambiguities in plaintiffs’] favor.” (Id. at p. 768.) We apply this standard to the evidence submitted in connection with the motion below.

Plaintiffs are lesbians who have been in a relationship since 1993. They are also avid golfers. Koebke is a member of BHCC, having purchased a membership in 1987 for $18,000. BHCC’s facilities include a golf course, clubhouse and dining room. The purpose of BHCC is “to promote golf and recreational activities, social activities, and maintain a country club with facilities for the entertainment and amusement of its members and their guests.” BHCC has seven membership categories, including “Regular” or equity members who collectively own the club.1 Each of the 350 Regular members has an equal ownership interest in all of the real property and other assets of BHCC, and is liable to it for capital and operational assessments as well as dues and other charges. BHCC’s Regular members are entitled to play golf at BHCC as often as they wish without paying any additional fees. Plaintiff Koebke is a Regular member.

[833]*833Pursuant to its bylaws, BHCC’s membership benefits in each of the seven membership categories are also extended “to member’s [,?zc] legal spouse and unmarried sons and daughters under the age of twenty-two (22) residing with them.” Thus, Regular members may golf with their spouses and any qualifying child on an unlimited basis and without paying additional membership or usage fees. By contrast, other individuals with whom members wish to play are designated as “guests” under BHCC’s rules and regulations. Guests are not permitted to play more than six times in any one year, and no more than once every month, and must pay a green fee each time they play at BHCC. Guests are required to register each time they play golf and are not allowed to sign charge slips for food at the club. The registration requirement does not apply to spouses of members and, unlike guests, they may sign charge slips for food.

In addition to the spousal benefits granted its married members, BHCC’s bylaws also permit a membership to be transferred upon a member’s death to his or her surviving spouse or son or daughter without any transfer fee, provided that the survivor is accepted for membership. By contrast, an unmarried member’s membership, and all his or her property rights in BHCC, terminate upon that member’s death.

According to Koebke, in 1995, after she began her relationship with French, she asked BHCC’s board of directors (the Board) to permit her to designate French as her “significant other” to enable them to golf together on the same basis as married couples. The Board rejected the request and “decided to continue its present policy that non-married significant others would have no privileges at the Club.”

In August 1998, plaintiffs executed a written “Statement of Domestic Partnership,” in which each stated that she considered the other to be “her primary life companion and spouse, sharing with one another the joys and difficulties encountered during their life together.” At some point, plaintiffs also registered as domestic partners with the state and with the City of San Diego.2

According to her deposition, in 1998 Koebke again appeared before the Board and asked that it adopt a “significant other” policy. The matter was referred to the membership committee. Koebke was informed by letter that the “committee [was] absolutely opposed to the recognition of a ‘significant [834]*834other’ and recommend[ed] against modification of the rules to provide for a ‘special guest.’ ” The Board adopted the committee’s recommendation and rejected Koebke’s request.

In November 2000, Koebke and French wrote a joint letter to BHCC’s Board in which they asked the Board to extend BHCC’s spousal benefit rights to French. In the letter, the women explained: “Our dilemma is that we cannot legally marry to satisfy the current criteria to play as a couple at Bernardo Heights . . .

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115 P.3d 1212, 31 Cal. Rptr. 3d 565, 36 Cal. 4th 824, 2005 Daily Journal DAR 9214, 2005 Cal. Daily Op. Serv. 6731, 2005 Cal. LEXIS 8359, Counsel Stack Legal Research, https://law.counselstack.com/opinion/koebke-v-bernardo-heights-country-club-cal-2005.