Morris v. International Brotherhood of Locomotive Engineers

165 F. Supp. 2d 662, 168 L.R.R.M. (BNA) 2371, 2001 U.S. Dist. LEXIS 15767, 2001 WL 1141346
CourtDistrict Court, N.D. Ohio
DecidedSeptember 21, 2001
Docket1:01CV2153
StatusPublished
Cited by3 cases

This text of 165 F. Supp. 2d 662 (Morris v. International Brotherhood of Locomotive Engineers) is published on Counsel Stack Legal Research, covering District Court, N.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morris v. International Brotherhood of Locomotive Engineers, 165 F. Supp. 2d 662, 168 L.R.R.M. (BNA) 2371, 2001 U.S. Dist. LEXIS 15767, 2001 WL 1141346 (N.D. Ohio 2001).

Opinion

MEMORANDUM AND ORDER

ALDRICH, District Judge.

In this case, the plaintiffs, Paul Morris, John M. Karakian, and Tony Smith, urge this Court to declare the voting on an ongoing union merger referendum null and void, to order that the ballots be impounded and destroyed, and to grant other, related declaratory and injunctive relief. The plaintiffs have moved for a temporary restraining order and a preliminary injunction. Both defendants, the International Brotherhood of Locomotive Engineers (“BLE”) and the United Transportation Union (“UTU”), have opposed. The Court conducted a hearing on the plaintiffs’ motion on September 17, 2001. For the following reasons, the Court grants the plaintiffs’ motion for a preliminary injunction.

I. Factual Background

The factual background of this case is relatively extensive. For the purposes of this order, a brief summary of the key facts will suffice. The BLE represents locomotive engineers, and has done so for well over a century. It currently has about 39,000 dues-paying members. The UTU represents conductors, trainmen, brakemen, and firemen; it was created in 1970 upon the merger of numerous smaller unions, but its predecessors have also been active for over a century. It currently has about 80,000 dues-paying members.

From approximately May, 1998 to May, 1999, the BLE and UTU engaged in merger negotiations. On November 19, 1998, the unions agreed to a 28-point, 4-page “Statement of Principles” to guide merger discussions. On or about May 9, 1999, however, the BLE broke off talks with the UTU because of certain financial concerns. Since that time, the National Mediation Board (“NMB”), which oversees implementation of the Railway Labor Act, has, in a number of cases, redefined certain railway crafts, creating a new craft of “train and engine service employees.” This craft is an umbrella category that encompasses engineers, the craft represented by the BLE, as well as other crafts of which UTU members are a part. The result of these decisions is ultimately to cause smaller unions that previously represented specific crafts to be merged into the UTU, a larger organization.

In response to this turn of events, the BLE leadership again began considering a merger with the UTU, and, on June 19, 2001, Edward Dubroski, President of the BLE, sent a letter to its members announcing that merger negotiations had been reopened, and informing them, “there will come a time at which you will be asked to make a very important decision regarding the BLE’s future.” Aff. of Edward Dubroski, Exh. 19. On July 24, 2001, Dub-roski sent a letter to the chairmen of certain intermediate BLE entities, informing them that an agreement had been drawn up, extolling its virtues, and inviting the chairmen to a special informational meeting in Cleveland on August 3-4, 2001. The date selected was a few days prior to the August 6, 2001 deadline set by the BLE and UTU leadership for mailing ballots to the membership. On August 1, 2001, one of the chairmen, John Karakian, a plaintiff here, wrote Dubroski, requesting that opponents of the merger be allowed to use *666 the union’s mailing list to send out literature in opposition at their own expense, and further asking that the ballots not be mailed until August 15, 2001, in order to permit opponents to assemble their materials and disseminate them to members prior to their receiving their ballots. On August 3, 2001, Dubroski authorized the mailing, but denied the request to delay the sending of ballots. The ballots were sent on August 6, 2001 as scheduled, to be returned to the American Arbitration Association (“AAA”), the neutral body tallying the votes, by noon on September 14, 2001. This deadline was later extended to noon on September 17, 2001.

The ballots were accompanied by over 100 pages of material, namely, the Unification Agreement, the proposed constitution, and a letter from the BLE and UTU presidents urging the members to vote yes. As opponents of the merger attempted to raise the funds required to assemble a mailing, the BLE prepared its own informational mailing, including a videotape and other printed materials, which it mailed to members on August 10, 2001, as well as a power point presentation to be shown at local meetings. The plaintiffs, apparently unable to raise the necessary funds sufficiently quickly, never made a mailing, but did, in a letter dated August 17, 2001, request permission to post a statement in opposition to the merger on the BLE website. On August 21, 2001, Dubroski formally approved this access to the website, and the statement appears to have been posted to the website shortly afterwards.

On August 30, 2001, the plaintiffs filed a complaint in the United States District Court for the District of Maryland, and moved for a PI. The court dismissed the case on September 6, 2001 for lack of venue, and the plaintiffs subsequently filed suit in this Court on September 10, 2001, and moved for a TRO and a PI.

II. Standard

A district court must consider four factors in deciding whether to issue a preliminary injunction: (1) whether the movant has shown a strong likelihood of success on the merits; (2) whether the movant would otherwise suffer irreparable injury; (3) whether issuance of a preliminary injunction would cause substantial harm to others; and (4) whether the public interest would be served by issuance of a preliminary injunction. Williamson County v. Slater, 243 F.3d 270, 277 (6th Cir.2001). These four factors are not to be mechanically imposed. See Roth v. Bank of the Commonwealth, 583 F.2d 527, 537-28 (6th Cir.1978). “'The four considerations applicable to preliminary injunction decisions are factors to be balanced, not prerequisites that must be met.’ ” Michigan Bell Tel. Co. v. Engler, 257 F.3d 587, 592 (6th Cir.2001) (quoting Six Clinics Holding Corp., II v. Cafcomp Sys., 119 F.3d 393, 400 (6th Cir.1997)).

III. Analysis

The plaintiffs advance three main arguments in favor of their motion for a TRO and a PI: 1) that the BLE and the UTU have deprived the plaintiffs of their right to an informed and meaningful vote in the merger referendum by forcing a “quickie” vote to take place before literature in opposition to the merger was available to the membership, in violation of the Labor Management Reporting and Disclosure Act (“LMRDA”); 2) that the procedure for counting votes provided by the unification agreement, whereby the votes of Canadian BLE members’ votes will be counted separately from American members’ votes, violates both the BLE constitution and the LMRDA’s provisions protecting equal voting rights; and 3) that the merger would result in a dues increase, and that the vote should therefore have been conducted by *667 secret ballot under the LMRDA. The plaintiffs also raise a number of other issues regarding irregularities in the referendum process, which are most appropriately considered in the context of the plaintiffs “meaningful vote” claim. The BLE and the UTU argue that the plaintiffs have not shown a likelihood of success on the merits of any of these claims.

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165 F. Supp. 2d 662, 168 L.R.R.M. (BNA) 2371, 2001 U.S. Dist. LEXIS 15767, 2001 WL 1141346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-international-brotherhood-of-locomotive-engineers-ohnd-2001.