Arlington County V. White - Background of The Case

Background of The Case

Counties in Virginia were authorized by state law to provide self-funded health care benefits to county employees and their dependents. However, the two authorizing statutes did not define "dependent" or adopt a definition from elsewhere in the Virginia Code.

In May, 1997, the government of Arlington County announced that the definition of eligible dependents under the County's employee health plan would be expanded to include one adult dependent, who could be the employee's spouse, domestic partner, or any other adult who was claimed as a dependent on the employee's federal income tax return. The County listed eight criteria for qualifying adult dependents: someone who "has resided with the employee for a 1 year period; shares with the employee the common necessities of life and basic living expenses; is financially interdependent with the employee; is involved with the employee in a mutually exclusive relationship of support and commitment; is not related by blood to the employee; is not married to anyone; was mentally competent at time of consent to relationship; is 18 years of age or older." Same-sex as well as opposite-sex domestic partners of County employees were subsequently covered by the expanded health care benefits.

On March 12, 1998, Andrew White, Diana White, and Wendell Brown, three residents and taxpayers of Arlington County, filed a complaint in Arlington County Circuit Court for a declaratory judgment that the County had no legal authority to extend benefits to domestic partners, and an injunction against its implementation of the plan. The taxpayers invoked the "Dillon rule", a restrictive interpretation of local government power that was established by the 19th century judge and legal scholar, John Forrest Dillon, and adopted by Virginia as well as many other states. The Dillon rule stated that local governments only had the powers expressly conferred upon them by statute and those necessarily implied; these powers were furthermore to be strictly interpreted. Judge Benjamin N. A. Kendrick agreed with the taxpayers that the County's benefit plan violated the Dillon rule, and granted the taxpayers' motion for summary judgment. The County appealed, and the Virginia Supreme Court affirmed the Circuit Court judgment.

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