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April 16, 2008:
Fee Challengers file "no confidence" resolve!
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February 19, 2008:
Maine "Fair Share" case going to US Supreme Court!
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Resources

- Association of Gov't Employees of Maine

- Bureau of Employee Relations

- ME Labor Relations Board

- State Employees Labor Relations Act

- Natl. Right to Work Committee

- Natl. Right to Work Foundation

- MSEA (Union)

- US Dept. of Labor

- ME Campaign Finance Dept.

- Natl. Institute for Labor Relations Research

 

Litigation

This page provides all the dates and documents of our federal civil-rights lawsuit to fight "Fair Share".  The suit is filed in US District Court, Portland Maine (Case No. 2:05-cv-00112-GZS).

Our Case

Locke et al vs Karass et al , filed in Maine District Court, Portland on June 16, 2005.  The suit alleges violations of Hudson and was filed by 20 state employees.  Our attorneys are W. James Young of the National Right-to-Work Legal Defense Foundation and Stephen Whiting of the Whiting Law Firm in Portland.  All documents are PDF files.

The case was decided in favor of the union and appealed to the US Appeals Court in April 2006.  The Appeals Court also found for the union, but clearly indicated a legal question was there which needed Supreme Court clarification.

The case was accepted for hearing by the US Supreme Court in February 2008.  Oral arguments will happen sometime in the Fall of 2008.  Documents for the Supreme Court case are at the bottom of this page.

Background information
National Labor Relations Act - allows forced union "fees", but also allows states to prohibit them.
Abood 1977 US Supreme Court decision upholding union "fees", but requiring unions to not force employees to pay for political expenses.
Hudson 1986 US Supreme Court decision further clarifying what unions cannot spend forced payments on.  It also sets down requirements for proper notification to employees, and requires the objector/arbitration process in use now.  Our case is based on alleged violations of this decision.
Lehnert 1991 US Supreme Court decision further clarifying proper and improper expenses for forced "fees".
Maine Supreme Court opinion allowing forced union "fees" in Maine (clarifies that Maine is not a right-to-work state).


Original Complaint
, filed June 16, 2005.
Complaint (this outlines the actual claim for the case)
" Union Security" article (Admin, P&T, SSU)
" Union Security" article (OMS)
April 11 mailing
Walo email and docs
Answer to complaint
, filed July 11, 2005 - response of defendants Karass, Wyke, and Walo to the complaint.
Answer to complaint, filed July 22, 2005 - response of MSEA

Amended Complaint, filed August 19, 2005 - this amends the class definition and considers events occurring after June 16 filing.
Motion to file amended complaint
Complaint
April 11 mailing, Walo email and docs (same as above)
June 10 MSEA mailing
July 12 MSEA mailing

Motion for preliminary injunction, filed June 24, 2005 - this asks the Court to stop collection of the fee and/or termination of employees until the case is resolved.
Plaintiff's motion for preliminary injunction
Plaintiff's memorandum in support
     Supporting documentation
     Supporting documentation
Counsel's declaration in support
Opposition to injunction , filed July 11, 2005 - response by defendants Karass, Wyke, and Walo to request for preliminary injunction.   This document is very important because in it the State says they will NOT terminate any employees for failing to pay a service fee while this case is pending.
Opposition to injunction , filed July 15, 2005 - response of MSEA.  This is important because much of MSEA's argument is included in this document.
Plaintiff's response to oppositions, filed July 22, 2005 - this responds to defendants oppositions above
Order denying preliminary injunction, filed August 2, 2005 by Judge Singal
Transcript of hearing for preliminary injunction, filed August 19, 2005 by court transcriptionist - this records everything said during the hearing.

Plaintiff's motion for class certification, filed June 24, 2005 - this asks the Court to consider class-action status.
Plaintiff's motion for class certification
Plaintiff's memorandum in support
Opposition to class certification, filed July 11, 2005 - response of defendants Karass, Wyke, and Walo to request for class certification.
Opposition to class certification, filed July 29, 2005 - response of MSEA
Plaintiff's response to oppositions, filed August 1, 2005 - this responds to the defendants' oppositions above
Declaration A
Declaration B
Plaintiff's renewed motion, filed Nov 23, 2005
State's opposition to renewed motion, filed Dec 12, 2005
MSEA's opposition to renewed motion, filed Dec 14, 2005
Plaintiff's reply to defendant's opposition, filed Dec 27, 2005

(Class certification is still pending)


Consent order regarding confidentiality of bargaining materials
Request for order, filed Nov 16, 2005
Consent order, filed Nov 21, 2005

Discovery - various documents related to the case and referred to elsewhere
MSEA April 11 2005 letter - the one that started it all
MSEA June 10 2005 letter
MSEA June 10 2005 letter part 2
Runyon Kersteen Oullette July 7 2005 letter
MSEA July 12 2005 letter - drops organizing costs
SEIU correction letter, Sept 14, 2005 - corrects an SEIU expense report
Ken Walo deposition, Nov 7, 2005 - head of Bureau of Employee Relations
Mark Myers expert testimony report, Nov 21, 2005 - CPA with experience in union accounting
Mary Labbe declaration, Dec 13, 2005 - MSEA Systems Administrator
Runyon Kersteen Oullette deposition, Dec 16, 2005 - MSEA accountants
Mark Myers deposition, Dec 21, 2005
MSEA's answers to plaintiff's interrogatories, Jan 17, 2006 - lots of good info in here about MSEA
Plaintiff's answers to MSEA's interrogatories, Jan 17, 2006
Tim Belcher declaration, Jan 24, 2006 - MSEA executive director

Plaintiff's motion for summary judgement - to settle the case immediately in favor of plaintiffs
Plaintiff's motion, filed Jan 24, 2006
Plaintiff's statement of facts, filed Jan 24, 2006
Plaintiff's memorandum of law, filed Jan 24, 2006
MSEA response, filed Feb 21, 2006
MSEA response statement of facts, filed Feb 21, 2006
State's response, filed Feb 21, 2006

MSEA's motion for summary judgement - to dismiss the plaintiff's claims outright
MSEA's motion, filed Jan 25, 2006
MSEA's statement of facts, filed Jan 25, 2006
Plaintiff's response, filed Feb 21, 2006
Plaintiff's opposition to State's statement of facts, filed Feb 21, 2006

State's motion for summary judgement - to dismiss the plaintiff's claims outright
State's motion, filed Jan 24, 2006
State's statement of facts, filed Jan 24, 2006
Ken Walo affidavit, filed Jan 24, 2006
Ken Walo exhibit, filed Jan 24, 2006 - memo which alters the indemnification clause
Plaintiff's response, filed Feb 21, 2006 (same as above)
Plaintiff's opposition to State's statement of facts, filed Feb 21, 2006

Dismissal - Judge Singal ruled in favor of the union's motion for summary judgement and dismissed plaintiff's complaint March 31, 2006.  Read the full order.

Scheduling order - lists various deadlines for the case.  Note the trial date is currently set at April 3, 2006.

Appeal - we filed a notice of appeal on April 25, 2006.

Appeal decision - upholding the District Court's decision.


US Supreme Court appeal
Petition for a writ of certiorari  filed November 6, 2007
Brief in opposition (the union's reply) filed January 9, 2008
Petitioner's reply filed January 29, 2008