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APPENDIX

                          West v. Mercy Hospital of New York
                                Docket No. 06-0001-cv



                               TABLE OF CONTENTS

                                                                      Page

Motion for Partial Dismissal                                            2

Affidavit of Ralph Kessler                                              5

Memorandum in Opposition to Motion for Partial Dismissal                8

Affidavit of Jerry West                                                38

District Court’s Memorandum and Order                                  52

Notice of Appeal                                                       66




                                                               Appendix Page 1
IN THE UNITED STATES DISTRICT COURT FOR THE
                   EASTERN DISTRICT OF NEW YORK


JERRY WEST, in his Capacity as Executor   )
of the Estate of BRYAN KESSLER, Deceased, )
and JERRY WEST, Individually,             )
                                          )
               Plaintiffs,                )
                                          )
                                          )
                   v.                     )                 Index     No:     11618/2005
                                                            )
                                                     )
MERCY HOSPITAL OF NEW YORK,                          )
                                                     )
               Defendant.                            )
                                                     )


                       MOTION FOR PARTIAL DISMISSAL

       Defendant Mercy Hospital of New York (“Mercy”) hereby moves to dismiss

Count II of the complaint filed by plaintiff Jerry West, Individually (“Plaintiff”),

whereby he claims he is entitled to recover for wrongful death pursuant to New

York’s Estate, Probate, and Trust Law. Mercy asserts that Plaintiff has failed to state

a claim upon which relief may be granted, see Fed. R. Civ. P. 12(b)(6), because he is

does not qualify as a “distributee” under the New York wrongful death statute.

       In support of this Motion for Partial Dismissal, Mercy submits the Affidavit

of Mr. Ralph Kessler, the surviving father of the decedent. Mercy contends that Mr.

Kessler, not Plaintiff, is the proper “distributee” entitled to seek relief under the

statute. Decedent was never married in the traditional sense of the word, and he had

no children. His closest blood relatives were his parents and siblings.



                                                                         Appendix Page 2
Mercy respectfully asserts that the New York courts have never recognized a

same-sex couple as a legitimate marriage for purposes of the probate statutes.

Admittedly, Plaintiff and the decedent purported to enter into a “marriage” in

Massachusetts in 2004. However, Plaintiff’s complaint does not identify any legal

authority in New York to support his claim that the Massachusetts marriage is

entitled to recognition in New York. In the absence of such authority, Plaintiff

cannot recover for wrongful death as a matter of law. He was not a blood relative of

the decedent; nor was he the lawful “spouse” of the decedent for purposes of

recovery under the New York wrongful death statute. Moreover, because West and

Kessler could not have entered into a lawful marriage in New York, their

Massachusetts marriage is not entitled to recognition by New York law.

       Finally, federal law preempts plaintiff’s wrongful death claim. The Defense of

Marriage Act, 28 U.S.C. § 1738C, specifically provides, “No State . . . shall . . . give

effect to any public act . . . respecting a relationship between persons of the same sex

that is treated as a marriage under the laws of such other State, . . . or a right or claim

arising from such relationship.” New York is not required to give full faith and credit

to the Massachusetts marriage.

       Mercy therefore respectfully prays for an order dismissing Count II of

Plaintiff’s complaint for wrongful death, together with attorney’s fees and costs.




                                                                         Appendix Page 3
Respectfully submitted,



                                            ____________________________
                                            Ronald Dewgoode
                                            N.Y. Bar No. 13187
                                            Dewgoode, Goforth & Prosper
                                            735 E. 3rd Ave.
                                            New York, N.Y. 00103


                          CERTIFICATE OF SERVICE

       I hereby certify that a true and correct copy of this Motion for Partial

Dismissal was served on the following person by depositing a copy in the United

States Mail, first class postage prepaid, on the 16th day of January 2005, addressed to:

                             David Barrett, Esq.
                             Grynn & Barrett, PC
                             419 Park Avenue South, 2nd Floor
                             New York, NY 10016




                                                   _________________________

                                                   Ronald Dewgoode
                                                   Dewgoode, Goforth & Prosper
                                                   735 E. 3rd Ave.
                                                   New York, N.Y. 00103




                                                                       Appendix Page 4
IN THE UNITED STATES DISTRICT COURT FOR THE
                   EASTERN DISTRICT OF NEW YORK


JERRY WEST, in his Capacity as Executor   )
of the Estate of BRYAN KESSLER, Deceased, )
and JERRY WEST, Individually,             )
                                          )
               Plaintiffs,                )
                                          )
                                          )               Index No: 11618/2005
                   v.                     )               AFFIDAVIT
                                                          )
                                                   )
MERCY HOSPITAL OF NEW YORK,                        )
                                                   )
              Defendant.                           )
                                                   )


State of New York            )
                             )    SS:
County of New York           )


                        AFFIDAVIT OF RALPH KESSLER

       RALPH KESSLER, having been duly sworn, avers as follows:

       1.     I am the father of Bryan Kessler, the decedent on whose behalf Jerry

West has filed this personal injury action. In addition, Jerry West seeks recovery for

wrongful death under the applicable New York statute.

       2.     I submit this affidavit in support of the Motion for Partial Dismissal

filed by defendant Mercy Hospital of New York.

       3.     I loved my son deeply, and so did his mother, Ruth Kessler. We were

an extremely close-knit family throughout Bryan’s life.




                                                                      Appendix Page 5
4.       Bryan met Jerry West sometime in the late summer or early fall of

1993. Bryan’s mother and I did not know anything about the relationship until

several months later, when Bryan announced that they were moving in together.

       4.       Bryan’s mother and his siblings were shocked and hurt by the news of

their relationship. As time went on, however, we understood that their affection for

each other was genuine, and it became clear that they wanted to commit their lives to

one another. We accepted Jerry as a member of the family as best we could out of

love for our son and our desire for his happiness.

       5.       In early 2004, Bryan told us about his and Jerry’s plans to go to

Massachusetts to be married. He explained that it was important to Jerry to

formalize the relationship in this fashion, and that Massachusetts was the only state in

the country that would permit them to have a legal marriage ceremony in every sense

of that word.

       6.       Because we cared so deeply for our son, we agreed to attend the

wedding ceremony in Provincetown, Massachusetts.

       7.       After the wedding, Bryan and Jerry returned to their home in New

Jersey. They never intended to remain in Massachusetts, and in fact, they left

Massachusetts within 24 hours of the ceremony. They have not returned to

Massachusetts since.

       8.       I considered Jerry and Bryan to be lifetime partners, but they were not

“spouses.” Spouses must be of the opposite gender. Jerry and Bryan are both

males, so they cannot be “spouses,” at least not in my opinion.



                                                                        Appendix Page 6
FURTHER AFFIANT SAYETH NAUGHT.



                                        ___________________________
                                              RALPH KESSLER


Sworn to before me by Ralph Kessler on this 16th day of ___January___, 2005.


                                 _____________________________________
                                 Notary Public

My Commission Expires: May 2, 2005




                                                                Appendix Page 7
David Barrett, Esq.
Grynn & Barrett, PC
419 Park Avenue South, 2 Floor
                             nd



New York, NY 10016

               IN THE UNITED STATES DISTRICT COURT FOR THE
                       EASTERN DISTRICT OF NEW YORK


JERRY WEST, in his Capacity as Executor                )
of the Estate of BRYAN KESSLER, Deceased,              )
and JERRY WEST, Individually,                          )
                                                       )
               Plaintiffs,                             )       Index No: 11618/2005
                                                       )       Judge Donald Gumper
                   v.                                  )
                                                       )
MERCY HOSPITAL OF NEW YORK,                            )
                                                       )
               Defendant.                              )
                                                       )


                  MEMORANDUM OF LAW IN OPPOSITION TO
                DEFENDANT’S MOTION FOR PARTIAL DISMISSAL
                AND IN SUPPORT OF PLAINTIFF’S CROSS-MOTION
                     FOR PARTIAL SUMMARY JUDGMENT

                                   Preliminary Statement

       Plaintiff Jerry West, as Executor of the Estate of Bryan Kessler (deceased) and in

his individual capacity (“Jerry”), by his attorney David Barrett, respectfully submits this

memorandum of law in opposition to the motion of defendant Mercy Hospital of New

York (“defendant” or “Mercy Hospital”) for partial dismissal for failure to state a claim

pursuant to Fed. R. Civ. P. 12(b)(6). Because defendant’s motion relies on evidentiary

materials, plaintiff requests that it be deemed one for partial summary judgment. See

Fed. R. Civ. P. 12(b). In addition, plaintiff hereby files this cross-motion for partial

summary judgment pursuant to Fed. R. Civ. P. 56(a), and respectfully submits this



                                                                           Appendix Page 8
memorandum of law in support of that motion as well.


       Mercy Hospital has been accused of medical malpractice that caused the death of

Bryan Kessler (“Bryan”). Rather than file an answer or respond in any way to the

substance of the serious medical malpractice charges against it, defendant asks this Court

to deprive Jerry of the ability to continue to receive the enormous financial support that

he had been receiving from Bryan throughout their more than 15 years together in a

stable, committed, and loving life partnership, even if defendant’s malpractice is proven.

       Defendant’s motion should be denied for three reasons, any one of which would

be sufficient standing alone. First, New York’s wrongful death statute allows recovery

by “spouses,” and Jerry and Bryan were spouses as a result of entering into a lawful

marriage in Massachusetts. Regardless of gender, parties to a Massachusetts marriage are

“spouses,” with all the same legal responsibilities, benefits, and protections as are granted

to spouses in a traditional marriage.

       Second, even if New York were not to recognize automatically a Massachusetts

spouse as a spouse under New York law, New York should respect the reality of Jerry

and Bryan’s lengthy, committed relationship, which was one of treating each other and

being recognized by everyone else as each other’s spouses for more than eleven years.

       Third, for the state to deny Jerry and Bryan the benefits of the wrongful death

statute because they were married in Massachusetts and not in New York would violate

equal protection as guaranteed by the New York State Constitution.

       Defendant asks this Court to ignore that Jerry and Bryan legally became

spouses; to ignore that their family, friends, work colleagues, and virtually everyone




                                                                          Appendix Page 9
else who knew them (including the staff at Mercy Hospital) recognized them as full-

fledged spouses; and to ignore their eleven-year committed life partnership until death

parted them. Defendant requests that this Court deny Jerry and Bryan’s civil rights and

give a windfall to a tortfeasor, in violation of New York’s public policy underlying the

wrongful death statute as well as New York’s longstanding public policy against

discrimination, specifically including sexual orientation discrimination. Defendant’s

motion should be denied, and plaintiff’s motion should be granted.

                                    Factual Background

A. Jerry and Bryan Took Every Step Possible to Protect Each Other, Including
   Becoming Spouses Pursuant to Massachusetts’ Marriage Law.

       For over eleven years, Jerry and Bryan were mates and spouses in a loving,

stable, and committed life partnership. Affidavit of Jerry West, dated January 31,

2005 (“West Aff.”), ¶ 2. They met on September 14, 1993, when Bryan was 32

and Jerry was 27. Eight months later, they moved in together, and they lived

together as a couple in a committed life partnership for the rest of Bryan’s life.

They loved each other as deeply as any two people can love, and they did

everything that they could to formalize, legalize, and protect their relationship and

their commitment to each other. West Aff. ¶¶ 2-3.

       1.      Jerry And Bryan’s Marriage as Spouses.

       By Spring 2004, the couple had been together for almost eleven years. A few

weeks before Massachusetts’ law took effect authorizing same-gender marriages, Bryan

asked Jerry whether he would marry him. Jerry enthusiastically agreed to do so. As a

lawyer, Bryan fully understood the legal implications of entering into a marriage in

Massachusetts, and once he explained them in detail to Jerry, both were eager finally to


                                                                         Appendix Page 10
obtain legal recognition of their relationship as spouses, with all that entails. West Aff.

¶¶ 4-5.

           On May 19, 2004, the couple had a formal wedding in Provincetown,

Massachusetts. West Aff. ¶¶ 8-12. At the wedding ceremony, which was

videotaped and witnessed by a local magistrate and approximately forty of the

couple’s family members and friends, each took identical vows to the other,

stating:

           I [Bryan /Jerry], take you [Jerry/Bryan], to be my lawful
           wedded spouse, to have and to hold from this day forward,
           for better, for worse, for richer, for poorer, to love and to
           cherish, so long as we both shall live.

West Aff. ¶ 11. After the couple exchanged vows, they exchanged wedding bands and

said, “With this ring, I marry you.” West Aff. ¶ 12.

           It was always Jerry and Bryan’s understanding that, by marrying in

Massachusetts, each had taken on the same legal responsibilities, and likewise had the

same legal protections and benefits, as spouses in a traditional marriage. For them, it was

legal recognition of the loving and committed life partnership that they already had been

sharing for over a decade. West Aff. ¶ 12.

     2.         Other Steps Jerry and Bryan Took To Formalize, Legalize, And
                Protect Their Relationship and Each Other.

           As a lawyer, Bryan had long been concerned about the couple’s lack of

legal protections in the absence of being legal spouses. In 1998, Jerry and

Bryan executed health care proxies to ensure that each would be able to make

healthcare decisions for the other in case of any emergency. West Aff. ¶ 38. In

1999, each purchased life insurance for the first time in their lives, and each


                                                                           Appendix Page 11
designated the other as “primary” and “direct” beneficiaries of the life

insurance policies. West Aff. ¶ 39. The couple’s homeowners’ insurance

policy, in listing them jointly, evidenced that they were joint owners of all their

property. West Aff. ¶ 40. Likewise, they are jointly named in their Personal

Liability Umbrella Policy, evidencing joint and intermingled financial

obligations. West Aff. ¶ 41. In December 1999, just before leaving on a trip

for Iceland, the couple made out wills naming each other sole Beneficiaries and

Executors of each other’s estates. West Aff. ¶ 42.

       At different times in their relationship, Jerry and Bryan each took

greater or lesser responsibility for their overall expenses, depending on their

respective incomes, and they were financially interdependent. West Aff. ¶ 44.

B.     Jerry and Bryan Treated Each Other as Spouses and were Recognized as Each
       Other’s Spouse by Family, Friends, and Colleagues.

        1.     History of the Couple’s Committed Life Partnership and Marriage.

       When they first met in 1993, Bryan was a young lawyer, a 1986 graduate of Case

Western Reserve Law School. After graduation, he lived in Eastchester, New York,

commuting daily to work at a small Manhattan law firm. Jerry was just getting started as

an insurance claims representative, living in Prospect Park, New Jersey. West Aff. ¶ 13.

       The couple moved in together in July 1994, and continued to live together until

Bryan’s untimely death. Because Bryan was a lawyer with a Manhattan law firm, his

income was substantially greater than Jerry’s, and he paid almost all of the couple’s bills,

including their rent, for the first several years. West Aff. ¶¶ 15-16.

       In September 1995, Bryan took a new job as a commercial litigation associate

with the Manhattan office of Pell, Mell & Bewilder, where he continued to work until the


                                                                           Appendix Page 12
spring of 1998. During Bryan’s nearly three years working at Pell, Mell & Bewilder, he

introduced Jerry to many of his colleagues as his life partner, and the couple became

friends with several of the firm’s lawyers. West Aff. ¶¶ 17-18.

        Gradually, Jerry and Bryan’s respective families became more accepting of their

relationship, and eventually came to embrace them as spouses and members of the other’s

family. West Aff. ¶ 19. Living together in a loving and committed life partnership, the

couple saw Jerry’s parents, who lived in Buffalo, New York, about once a year. West

Aff. ¶ 20. Until Bryan’s death, Bryan and Jerry often invited Bryan’s family over for

dinner, and they spent many major holidays together. Although Jerry was raised

Catholic, he always enjoyed spending the Jewish holidays with Bryan’s family, and was

glad that they welcomed him for these and many other occasions. West Aff. ¶ 21-22.

        In April 1998, Jerry was offered a management position in Saddle Brook, New

Jersey, that he hoped might lead to becoming a full-fledged independent agent. Bryan

and Jerry both saw this as an important opportunity, so we moved to Saddle Brook.

West Aff. ¶ 25. Around the time of that move, Bryan left Pell, Mell & Bewilder and

began working as a sole practitioner. Over the next 6 1/2 years until his death, as

Bryan continued his litigation practice, he also spent an increasing amount of time

helping Jerry succeed in his insurance business. Bryan’s contributions were

enormously valuable, and working together, they became a family business. West Aff.

¶ 26.

        After Jerry became a trainee agent in July 2000, Bryan was instrumental in

helping them obtain enough business as an insurance agency and build their family




                                                                        Appendix Page 13
business. Moreover, Bryan was a quick study, and by December 2000, he became

licensed as a “sub-agent” to sell all lines of insurance coverage – automobile, fire, life,

and health. He was the agency’s “marketing guru,” helping the couple to obtain business

that Jerry never would have been able to obtain on his own. Bryan’s legal knowledge and

experience was also extremely valuable to the couple’s agency in many different

contexts. West Aff. ¶¶ 29-35.

       Most important to Jerry and Bryan was their spousal partnership. Each was there

for the other, in the best of times, the worst, and all the ones in between. When Bryan’s

maternal uncle died suddenly and unexpectedly, Jerry grieved with him and was a crucial

source of support, not just to Bryan but to his entire family. West Aff. ¶¶ 45-46.

       Because Jerry and Bryan for many years had been very close to each other as

well as to each other’s families, their marriage ceremony in May 2004 was the

culmination, formal expression, and legalization of the long-existing reality of their

relationship as spouses. West Aff. ¶ 12.

       2. Bryan’s Leg Injury, Hospitalization, and Sudden Death.

       Bryan was hit by a car and was taken to Mercy Hospital, on Manhattan

Island, on November 12, 2004. At that time, he asked the hospital to call only one

person – his spouse Jerry. Jerry in turn notified Bryan’s family. West Aff. ¶¶ 47-49.

When Jerry arrived at the hospital, Bryan was on his way into surgery. His brother

Elliot, who works in Manhattan not far from Mercy Hospital, had arrived a little

earlier. Elliot gave Jerry a handwritten note from Bryan. It read:




                                                                          Appendix Page 14
Jerry:

               I’m going under. I haven’t had a chance to see you.
               I love you. I’ve made my life in your heart.

                              Bryan

West Aff. ¶¶ 49-50.

       When Jerry told the staff at the hospital that he was Bryan’s life partner, they let

him go up to the operating room to meet the surgeon and the anesthesiologist. Like any

spouse, Jerry helped with making health care decisions, like what kind of anesthesia Jerry

should get. Indeed, throughout Bryan’s remaining time alive, Mercy Hospital treated

Jerry as the spouse that he is. West Aff. ¶¶ 51-52.

       When Bryan came out of surgery, still groggy from the anesthesia, his first words

upon seeing Jerry were: “Hello, sweetheart.” West Aff. ¶ 53. Jerry stayed with Bryan

in the hospital until approximately 2 a.m. that night. West Aff. ¶ 53-54.

       On November 13 and November 14, Jerry again spent the day by Bryan’s side.

West Aff. ¶¶ 55-62. On November 14, Bryan underwent a second surgery. After the

surgery, around midnight, when Bryan was wheeled into his hospital bedroom, Jerry was

waiting for him. Jerry did everything he could to make Bryan comfortable, including

helping him with his glasses, brushing his teeth, and washing his face. Jerry then told

Bryan that he would see him the next day and kissed him goodnight. Bryan said,

“Goodnight, sweetheart.” West Aff. ¶¶ 58-62.

       On November 15, at 7:15 a.m., Jerry was awakened by his ringing telephone. The

call was from Dr. Steven Touliopoulos of Mercy Hospital. To Jerry’s complete shock,

disbelief, and horror, Dr. Touliopoulos informed him that Bryan had “expired” that


                                                                         Appendix Page 15
morning. Jerry’s world was suddenly and completely shattered by this horrifying news.

Overcome with grief, he sat on the living room stairs and cried, just as Bryan had done

when he heard his uncle had died. West Aff. ¶ 63.

       Jerry was the first and only one that Mercy Hospital called with this news. Even

in Bryan’s death, until this motion that they have now filed against him, Mercy Hospital

treated Jerry as Bryan’s spouse. West Aff. ¶¶ 63-64.

       Jerry has never been closer to anyone than he was to Bryan. The couple had

plans, goals, and dreams that Jerry will never be able to fulfill. Jerry misses everything

about Bryan, every moment of his life. He misses Bryan saying every morning “two

more minutes,” after the alarm rings, and he misses seeing Bryan still asleep in bed 30

minutes later. He misses Bryan’s love, affection, and caring, and he misses giving all

those things back to Bryan. Every night, Jerry still waits for Bryan to walk through the

door, the way he would every night, hug Jerry, and say to their dogs, “Hellozens to the

Snarkies!” West Aff. ¶¶ 70-71.

       Jerry buried Bryan with Jerry’s tears on Bryan’s face, and the ring that Jerry gave

him at their wedding placed on Bryan’s heart. As Bryan wrote in his final note to Jerry,

he and Jerry lived in each other’s hearts, and Bryan will continue to live in Jerry’s heart,

forever. West Aff. ¶ 72.

                            PROCEDURAL BACKGROUND

       Defendant has moved for partial dismissal of plaintiff’s claim for wrongful death,

which seeks to recover for pecuniary injury to Jerry as Bryan’s spouse.1 Because

       1
         Defendant effectively concedes that regardless of the outcome of this motion,
this case will continue, because Bryan’s mother and father, Ruth and Ralph Kessler, are


                                                                         Appendix Page 16
defendant has submitted documentary evidence as well as an affirmation regarding Jerry

and Bryan’s relationship, and plaintiff is now responding in kind with documents and

affidavits, defendant’s motion for partial dismiss should be deemed a motion for partial

summary judgment. Fed. R. Civ. P. 12(b). In addition, plaintiff hereby cross-moves for

partial summary judgment. Fed. R. Civ. P 56(a). Based on the undisputed facts, this

Court should issue a judgment recognizing Jerry as Bryan’s surviving spouse, who is

entitled to recovery and distribution under New York’s wrongful death law.


                           ARGUMENT AND AUTHORITIES

I.    Defendant’s Motion to Dismiss Should be Treated as a Motion for Partial
Summary Judgment and Denied, and Plaintiff Should be Granted Partial Summary
Judgment.


       If a party’s motion to dismiss makes reference to evidentiary materials, as does

defendant’s motion here, the court should treat the motion as one for summary judgment.

Fed. R. Civ. P. 12(b). The court need not provide the parties with additional notice that a

motion to dismiss will be treated as one for summary judgment when the parties chart a

course for summary judgment through the submission of documentary evidence and

affidavits, or when the question presented is a purely legal one.

       Both grounds are present here: defendant has submitted documentary evidence

and an affirmation concerning the relationship between Jerry West and Bryan Kessler,

and plaintiff is responding in kind. Moreover, defendant has not refuted, nor can it, the

fact of Jerry and Bryan’s Massachusetts marriage, nor the fact of their more than 11-year


entitled to recover under the wrongful death statute.


                                                                        Appendix Page 17
committed life partnership. This Court is therefore left with a pure question of law as to

whether either the Massachusetts marriage, or the nature of the couple’s committed life

partnership, or both considered together, are sufficient to deem Jerry a surviving spouse

entitled to distribution under New York’s wrongful death law.

       A third exception to the notice requirement exists where one or both parties

request that the court treat the dismissal motion as one for summary judgment. Plaintiff

Jerry West hereby requests that this Court treat defendant’s motion as one for summary

judgment, based on the evidentiary material submitted. On a motion for summary

judgment, the court must accept as true the opposing party’s evidence and any evidence

of the movant that favors the opposing party. Here, in ruling on defendant’s motion, all

pleadings and available evidence must be construed in the light most favorable to Jerry,

as nonmoving party.

       If this Court does not convert the pending motion into one for summary judgment,

the standards for considering a motion to dismiss are even more deferential to plaintiff:

the pleadings must be construed in the light most favorable to the plaintiff, whose

allegations contradicting the defendant’s documentary evidence must be accepted as true.

       In any event, the undisputed evidence establishes that Jerry and Bryan entered

into a marriage, making them legal spouses pursuant to Massachusetts law; that they

lived their lives for 11 years as spouses; and that they were recognized by family, friends,

and work colleagues as spouses. Jerry is therefore entitled to partial summary judgment,

permitting him to proceed, as Bryan’s spouse, with his wrongful death action against

Mercy Hospital.



                                                                        Appendix Page 18
II.   The Massachusetts Marriage Makes Jerry a Surviving “Spouse” Entitled to
Recover Under New York’s Wrongful Death Law.

       Defendant has confused the issues on this motion by raising a slew of red herrings

concerning the legality of same-gender marriage in New York State and whether New

York could refuse to recognize same-gender marriages performed in other states under

the Federal Defense of Marriage Act. None of this whatsoever is relevant.

       Rather, what is relevant is that Jerry is a surviving “spouse,” entitled to

recovery and distribution of damages pursuant to New York’s wrongful death law.

New York has consistently recognized “spousal” status lawfully created in a sister

state or foreign nation, regardless of whether those spouses became so in the way one

would in New York, and even if the spouses could not have been married in New

York. The word “marriage” is nowhere to be found in the wrongful death statute.

Defendant’s analysis, which focuses on whether Jerry and Bryan could have married

in New York, therefore misses the mark entirely. Rather, Jerry and Bryan’s status as

spouses, by virtue of their Massachusetts marriage, should be recognized under New

York law, and Jerry’s wrongful death action should be permitted to proceed.


       A.      New York Recognizes Spousal Unions if Legal in the State
       Established, Whether or Not Permissible if Contracted in New York.

       New York courts generally recognize spousal unions that were validly

created in sister states and foreign nations. So-called “common-law marriages,”

pursuant to New York statute, are not recognized as marriages at all in New York,

and cannot be established in New York. See N.Y. Dom. Rel. Law § 11. “It has

long been settled law that . . . a common-law marriage contracted in a sister State

will be recognized as valid here if it is valid where contracted.” E.g., Mott v.


                                                                         Appendix Page 19
Duncan Petroleum Trans, 414 N.E.2d 657, 658-59 (N.Y. 1980) (citing cases)

(extending Workers’ Compensation spousal death benefit to survivor of “common-

law marriage”).

       Moreover, New York has even extended spousal recognition to relationships that

neither fulfilled the statutory prerequisites for creation in New York nor involved travel

to a state that recognized common-law marriages, if the parties did nothing more than

have a ceremonial wedding without a marriage license. See In re Gruntfest’s Will, 7

A.D.2d 1005 (N.Y. Sup. Ct. App. Div. 1959) (ceremonial marriage, even without

marriage license, created right to take an intestate share against provisions of will of

decedent).

       New York thus has a long history of extending all the legal benefits, protections,

and rights of marriage to relationships that are not “marriages” at all in the traditional

sense or under New York statute. With the parties to “common-law marriages” having

failed to take any of the formal, legal steps toward marriage, these relationships have

much less in common with traditional, formal marriage than do Massachusetts same-

gender marriages, which require the parties to follow a set of procedures identical to

those required for a traditional marriage, working with precisely the same government

agencies, and resulting in a relationship that has precisely the same legal responsibilities,

benefits, and protections as traditional marriage. Indeed, other than the gender of the

parties, the only real difference between same-gender marriages and traditional marriages

is the label used to identify each.

       New York has also extended “spousal” or “marriage” recognition to

marriages if valid where created, even though the parties could not have married in


                                                                          Appendix Page 20
New York. See, e.g., In re May’s Estate, 305 N.Y. 486, 114 N.E.2d 4 (1953)

(recognizing marriage between uncle and niece, prohibited by New York statutory

law but validly created in Rhode Island); cf. Bronislawa K. v. Tadeusz K., 90 Misc.

2d 183, 393 N.Y.S.2d 534 (N.Y. Fam. Ct. 1977) (holding that previous undissolved

religious marriage in Poland was not valid under Polish law, so that present marriage

in New York was valid and not bigamous). In short, with certain narrow exceptions

involving marriages that are “abhorrent” and “repugnant” to New York public

policy, New York has extended comity to the laws of other jurisdictions and has

recognize spousal relationships validly created in those jurisdictions, regardless of

whether they could have been created in New York.

       B.      Based on the Plain and Unequivocal Terms of the Marriage Law,
       Jerry and Bryan were “Spouses.”

       It is clear that New York recognizes spousal relationships validly created in

other jurisdictions, and Jerry and Bryan took the significant step of entering into a

marriage in Massachusetts. Thus, Jerry and Bryan were validly “spouses,” and

pursuant to the law of a sister state, Jerry is Bryan’s surviving “spouse” who is

entitled to recovery and distribution of any damages obtained pursuant to a wrongful

death action.

       This Court should give full effect to the plain and unambiguous legal

“spousal” status that Jerry and Bryan entered into, along with its practical and legal

significance. See West Aff. ¶ 5. Defendant’s heavy reliance on New York common

law is misplaced. New York cases decided before the Massachusetts Supreme

Judicial Court declared in 2003 that same-gender marriages would be recognized in



                                                                         Appendix Page 21
no way suggest that either New York law or public policy would forbid recognition of

same-gender marriages. Their analyses and holdings, therefore, including their dicta

as to whether same-sex couples could legally marry in New York are entirely

irrelevant to the legal issues presently before this Court.

       Furthermore, in Raum, 675 N.Y.S.2d at 344, the majority and dissenting

opinions expressed conflicting views as to whether a provision disqualifying certain

surviving spouses from recovering under the wrongful death and intestacy laws

includes an implicit definition of “spouse.” Under either view, however, given the

undisputed facts, Jerry meets the definition of a surviving spouse under the wrongful

death statute. The majority construed N.Y. Est. Powers & Trusts Law § 5-1.2 as an

implicit definition of “surviving spouse” to include “[a] husband or wife.” See Raum,

675 N.Y.S.2d at 344. Assuming arguendo that the Raum majority was correct, Jerry

qualifies as a “husband” and therefore as a “surviving spouse,” entitled to recovery

under New York’s wrongful death law based on the Massachusetts marriage law.

       The Raum dissent had the stronger argument, however, pointing out that N.Y.

Est. Powers & Trusts Law § 5-1.2 does not purport to be definitional. 675 N.Y.S.2d

at 345 (Rosenberger, J., dissenting). The dissent argued that the section should not be

stretched beyond its intended purpose of disqualifying spouses who have abandoned,

divorced, or separated from decedents to limit the meaning of “spouse” to include

only a “husband or wife.” Id. Regardless, Jerry is both a surviving “husband” and a

surviving “spouse,” and therefore is entitled to wrongful death recovery in New York

under either reading of the provision.

       Jerry and Bryan entered into the most protective legal relationship possible for




                                                                       Appendix Page 22
same-sex couples in this country, a Massachusetts marriage, precisely to create and

secure their legal status as spouses. Defendant does not contend that Jerry and

Bryan’s legal process of becoming spouses under Massachusetts law was defective,

void, or voidable in any way under the Massachusetts law. Significantly, Jerry and

Bryan went to these great lengths to protect their relationship and each other, precisely

so that each would be legally recognized as the “spouse” of the other under such

unforeseeable and tragic circumstances as now face this Court.


        C. Comity Principles Require New York to Recognize that Jerry and Bryan
           Were Spouses.


        Jerry and Bryan satisfied all the legal requirements to become spouses under

Massachusetts law. Throughout this nation’s history, New York, like every other

state, almost automatically has accorded legal recognition to spousal bonds created in

sister jurisdictions and foreign nations. There is no legal or rational basis for a

different outcome in this case. Indeed, there is absolutely no authority in New York

specifically preventing recognition of Jerry and Bryan’s spousal relationship lawfully

entered into in a sister state.


        Moreover, plaintiff is not aware of a single New York case in which New

York has denied legal recognition to a spousal union that two fully informed and

consenting adults, unrelated by blood, legally entered into in the place where the

union was celebrated. Instead, defendant argues that this Court must adopt an

unreasonably strict standard, unsupported by case or statutory law, for recognition of

Jerry and Bryan’s validly created bond as spouses. Specifically, defendant contends



                                                                          Appendix Page 23
that Jerry could not be a surviving “spouse” entitled to state a claim for his pecuniary

loss due to Bryan’s wrongful death, because Jerry and Bryan could not have been

“married” in New York. See Defendant’s Motion for Partial Dismissal at 2 (arguing

that Jerry and Bryan could not have married in New York, and assuming, without

discussion, that their purported inability to do so in New York establishes that their

undisputed legal marriage in Massachusetts should not be recognized in New York).

Defendant presents an entirely erroneous standard for New York’s recognition of

spousal relationships created in sister jurisdictions.


               1.      New York Extends Comity to the Legal Acts of Other States and
Nations.

       The standard is not, as defendant suggests, whether the relationship could have

been created in New York. Quite the contrary, the general rule under comity is that New

York will confer recognition upon spousal relationships which never could have been

legally created in New York, even where New York law expressly forbids their creation

in New York, as long as the spousal bond was legally created in the place where the

relationship was celebrated. See, e.g., In re May’s Estate, 114 N.E.2d 4, 6 (N.Y. 1953).
                             7




Defendant’s argument on the question of whether same-gender marriages can be

performed in New York is therefore irrelevant to the pending motion.

       Only two exceptions exist to the general principle extending recognition to

spousal unions that were valid where created: (1) if New York law specifically

prohibits recognition of such spousal relationships when created outside New York;

and (2) if recognition of the spousal bond would be offensive to the public sense of

morality to an abhorrent degree. See, e.g., May’s Estate, 114 N.E.2d at 7. Neither



                                                                         Appendix Page 24
has any application to this case. Notably, New York law does not expressly forbid the
                                  7




creation of a spousal relationship between two persons of the same sex, but even if it

did, under well-settled principles of comity, that prohibition would not preclude

recognition of Jerry and Bryan’s spousal bond.


       In May’s Estate, the New York Court of Appeals noted that while other states

have enacted laws to preclude recognition of certain kinds of marriages, even if valid

where created, New York has not done so. Thus, the first exception still has no

application in New York. With respect to the second exception, the New York Court

of Appeals has recognized only two classes of spousal unions that have been deemed

so “abhorrent” to New York public policy that New York law refuses to recognize

them even if valid where celebrated: (1) cases involving polygamy, or (2) incest in a

very close degree of consanguinity. May’s Estate, 114 N.E.2d at 6. Moreover, the

Court affirmed a judgment recognizing a marriage between an uncle and a niece,

despite a specific prohibition against such marriages in New York, despite the parties’

domicile in New York, and despite their undisputed effort to avoid the New York

prohibition by traveling to a sister state that permitted the marriage. Id. at 5-7.

Though incestuous, and though specifically forbidden from being created in New

York, the degree of consanguinity did not make the relationship so “abhorrent” to New

York public policy as to deny recognition.

       Neither exception to the general rule extending recognition to spousal unions

applies here. New York has no specific statute forbidding a same-sex marriage or spousal

union, and as discussed below, far from being “abhorrent” to New York public policy,


                                                                          Appendix Page 25
legal recognition of lesbian and gay families is entirely consistent with and even

mandated by New York public policy and law. For purposes of New York’s wrongful

death law, the question is whether New York should give comity to a sister jurisdiction’s

conferral of legal “spousal” status, not whether it should give comity to a sister

jurisdiction’s conferral of “marriage.”

       Moreover, when states encounter a legal entity that they do not recognize under

their own law, they consistently treat that entity as the closest analogue under their own

law. Thus, as discussed above, New York does not permit so-called “common-law

marriages,” which are quite distinct from traditional marriages and involve none of the

formal, written, and ceremonial procedures required for traditional marriages.

Nevertheless, New York treats “common-law marriages” that have been validly created

under the law of a sister jurisdiction as their closest analogue, full-fledged “marriages.”

Likewise, New York has treated “proxy marriages,” which do not exist in New York, as

full-fledged marriages.

       With spouses to a marriage assuming all the same responsibilities, and entitled

to all the same benefits and protections as spouses in a traditional marriage, treating a

Massachusetts marital union as a marriage in New York is entirely warranted. Yet

this Court need not go even so far. Regardless whether same-gender marriages are

regarded as the legal and functional equivalent of heterosexual marriage in all

respects, the issue under New York’s wrongful death law is not whether the parties

are married, but whether they are spouses. Because “spouse” is a legal concept that

is just as well defined under New York law as it is under the law of Massachusetts,

and with virtually identical meanings, this Court need not seek the New York


                                                                         Appendix Page 26
analogue for a Massachusetts “spouse.” Principles of comity require that

Massachusetts spouses be treated as their New York equivalent – New York spouses,

entitled to (among other protections and benefits) recovery under the wrongful death

law.

               2.      Far from Preventing Recognition of Same-Sex Spouses Married in
                       Massachusetts, New York’s Public Policy Supports Recognition of
                       such Bonds.

       Any public policy exception to the comity doctrine requires not merely that the

relationship could not have been initially created in New York, but that recognition of it

be “repugnant” and “abhorrent” to New York public policy. See, e.g., May’s Estate, 114

N.E.2d at 7. Recognition of the parties to a Massachusetts marriage as “spouses” under

New York’s wrongful death law is not “repugnant” to New York public policy. Indeed,

contrary to defendant’s argument, far from having any public policy that would prevent

recognition of same-sex relationships legally contracted in a sister state, New York public

policy supports recognition of these relationships. This should be especially clear within

the context of the wrongful death statute.

       The purpose of New York’s wrongful death statute is to compensate those

whom the deceased normally would have assisted for the pecuniary benefits that they

would have received

had the deceased lived. See Shu-Tao Lin v. McDonnell Douglas Corp., 742 F.2d 45, 51

(2d Cir. 1984). In addition, like the tort law generally, the wrongful death statute is

intended to punish tortfeasors and, specifically in the medical malpractice context, deter

conduct that falls below the accepted standards of medical care. See Kogan v. Dreifuss,

571 N.Y.S.2d 314, 316 (N.Y. Sup. Ct. App. Div. 1991); see also Raum v. Restaurant



                                                                         Appendix Page 27
Assocs., Inc., 675 N.Y.S.2d 343, 347 (N.Y. Sup. Ct. App. Div. 1998) (Rosenberger, J.,

dissenting) (summarizing the goals of the wrongful-death statute). Excluding same-sex

spouses would not advance any of these purposes; indeed, it would undermine all of them

while giving a windfall to a tortfeasor.

       Moreover, excluding same-sex spouses from wrongful death recovery would

violate New York’s well-established public policy against sexual orientation

discrimination. The exclusion would impose all these harms while failing to promote any

legitimate state or societal interest. New York State’s courts have been among the

nation’s leaders in an evolving public policy that increasingly recognizes the civil rights

of lesbian and gay people, supports legal recognition of their relationships, and opposes

sexual orientation discrimination. Indeed, in the past two decades, no less than four New

York Court of Appeals’ decisions affecting lesbian and gay rights support the proposition

that same-gender couples, especially those in long-term committed relationships, are

entitled to legal recognition and protections similar or equivalent to those extended to

married couples. To give full effect to the underlying purpose of state laws, to ensure

fairness and justice for lesbian and gay couples and families, and to avoid discrimination

against them, New York’s courts often construe statutes quite broadly. Indeed, nearly

thirty years ago, the New York Court of Appeals rejected the argument that recognition

of the civil rights of lesbian and gay individuals contradicts New York public policy. See

Gay Activists Alliance v. Lomenzo, 293 N.E.2d 255 (N.Y. 1973) (compelling acceptance

of Gay Activists Alliance’s certificate of incorporation, despite Secretary of State’s

assertion that organization’s purposes violated public policy).



                                                                         Appendix Page 28
New York’s courts have not been the only branches of New York government to

affirm the equal rights of the State’s gay and lesbian citizens. Recently, New York

became the thirteenth state in the nation to pass statewide legislation barring

discrimination based on sexual orientation. Further, the law bars New York State, its

agencies, and its subdivisions from discriminating based on sexual orientation with

regard to a person’s “civil rights.”

       Moreover, long before the passage of this legislation, New York State public

policy strongly supported the civil rights of lesbian and gay people. In November 1983,

then-Governor Mario Cuomo issued an Executive Order barring sexual orientation

discrimination by all state agencies and departments in employment and “in the provision

of any services or benefits.” See 9 N.Y.C.R.R. § 4.28. In that Executive Order, the

Governor “announce[d] freedom from [sexual orientation] discrimination as the policy,

not just of the Department of State but of this entire State government.” Id. In extending

the Cuomo Executive Orders barring employment discrimination by the state on the basis

of sexual orientation, Governor Pataki took the statement of policy one step further to

declare not only that state government opposes sexual orientation discrimination, but also

that “it has been, and remains, the policy of this state not to discriminate on the basis of

sexual orientation.” 9 N.YC.R.R. § 5.33 (Executive Order No. 33, issued April 9, 1996)

(emphasis added); see also 9

N.Y.C.R.R. §§ 5.10, 5.12 (Pataki Executive Orders, issued April 1995, barring sexual

orientation discrimination in screening of candidates to becomes judges, district

attorneys, and sheriffs). Further, the state has promulgated regulations to implement




                                                                          Appendix Page 29
housing and adoption laws recognizing lesbian and gay relationships and to prohibit

adoption agencies from rejecting petitions solely based on sexual orientation. See 9

N.YC.R.R. §§ 2104.6, 2204.6, 2500.2, 2503.5, 2520.6 (succession rights of unmarried

life partners); 18 N.Y.C.R.R. § 421.16(h)(2) (regulating adoption). On June 23, 2000, the

New York Senate passed a hate crimes law that enhanced penalties for bias-motivated

crimes, including those motivated by anti-gay bias, 11 years after the New York

Assembly had first approved the bill. See N.Y. Penal Law § 485.05 (hate crimes

provision).

       The benefits and protections extended to lesbian and gay people who lost life

partners in the terrorist attacks on September 11, 2001, is further proof of New York’s

public policy in favor of recognizing such relationships. In an Executive Order following

the September 11 tragedy, Governor Pataki concluded that the State Crime Victims

Board (“SCVB”) should extend the benefits of a “spouse” to domestic partners, a change

that the SCVB reportedly then made permanent. State of New York Executive Order

No. 113.30); www.prideagenda.org/pressreleases/pr-10-17-02.html.

       Furthermore, on August 20, 2002, the New York Legislature extended the

Workers’ Compensation “spousal death benefit” to domestic partners (including

lesbian and gay domestic partners) of the victims of the September 11 attacks. N.Y.

Workers’ Comp. Law § 4 (2002) (domestic partner of employee killed in 9/11 terrorist

attacks “shall . . . be deemed to be the surviving spouse of such employee for the

purposes of any [Workers’ Compensation] death benefit . . . .”) (emphasis added).




                                                                        Appendix Page 30
3.      The Federal Defense of Marriage Act, which Permits States to
                       Allow and Recognize Same-Sex Marriages and Spousal Bonds, in
                       No Way Forbids Such Recognition, and Otherwise Has No
                       Bearing on this Case.

       The so-called federal “Defense of Marriage Act” (“DOMA”), upon which

defendant relies heavily, in no way undermines the argument for New York’s recognition

of Jerry and Bryan’s spousal union. While DOMA purports to permit individual states to

refuse to recognize same-gender marriages performed in any other state, see 28 U.S.C. §

1738C (2002), it by no means prohibits states from recognizing such marriages. See

1996 U.S. Code Congressional & Admin. News 2905, 2929.

       Significantly, New York has declined to adopt any statutory language erecting

obstacles to either the creation or the recognition of same-gender marriages or spousal

bonds. In the absence of any such state statute, especially when DOMA expressly

permits states to enact them and a majority of states have done so, evidences the New

York Legislature’s intent not to hinder state recognition of spousal bonds that same-

gender couples legally create in sister or foreign jurisdictions. The additional New York

principle that recognition should be broadly extended to any spousal relationship legally

created between two parties in a sister jurisdiction and not in gross violation of New York

public policy supports full recognition of same-sex spousal bonds created through

Massachusetts marriages.

       New York courts have always resolved cases regarding New York’s recognition

of spousal bonds created in sister or foreign jurisdictions by relying on state-law based

principles of comity, generally without resort to United States Constitution’s Full Faith

and Credit Clause. In arguing that Full Faith and Credit does not require this Court to




                                                                        Appendix Page 31
recognize Jerry as a “surviving spouse,” defendant has once again missed the point.

State-law comity principles require New York’s recognition of Jerry and Bryan’s

spousal relationship, regardless whether Full Faith and Credit would also require such

recognition. Because comity resolves the issue, this Court need not (and should not)

delve into federal constitutional Full Faith and Credit concerns.


III.  New York Law Requires that the Court Respect the Reality of Jerry and Bryan’s
Lengthy, Committed Spousal Relationship

       Even if this Court were to conclude that the Massachusetts marriage by itself does

not make Jerry a surviving “spouse” entitled to distribution under New York’s wrongful

death statute, New York common law supports recognition of Jerry and Bryan as spouses

based on the totality of their more than 11-year committed, loving, and mutually

supportive relationship. The New York Court of Appeals has provided a viable

framework for determining whether same-gender couples should be entitled to the legal

benefits and protections that married couples receive, which New York courts have been

implementing ever since. Although the specific holding in that case was that the same-

sex life partner of the deceased tenant in a rent-controlled apartment was a “family

member” entitled to succession rights, at least three New York courts have applied the

same principles to recognize same-sex couples as spouses under New York law.

       Far more than entering into a Massachusetts marriage, Jerry and Bryan took every

step available to them under the law, with their employers, with their family and friends,

and in society generally to legalize, formalize, and protect their relationship and to have

recognized precisely what plaintiff asks this Court to recognize: that Jerry and Bryan

were spouses in a long-term committed relationship. In the pending case, Jerry and



                                                                         Appendix Page 32
Bryan’s relationship easily satisfies all of the relevant factors that entitle Jerry, as

survivor, to legal protection and benefits under the standard recognized by the New York

Court of Appeals.

        Jerry and Bryan legally formalized their relationship in almost every way

possible, not only by becoming spouses through a formal legal marriage in

Massachusetts, but by executing wills, designating one another sole beneficiary and sole

executor of the other’s estate, and securing health care proxies, life insurance policies,

and joint listings on their leases. The couple’s dedication, caring and self-sacrifice were

evident to the day of Bryan’s death and beyond.

        If ever there were a case where equitable principles should be applied to permit

same-sex partners to be recognized as “spouses,” this is certainly that case. Despite their

youth and their health, Jerry and Bryan availed themselves of every available opportunity

to cloak their relationship and each other with legal protection and recognition, and they

solemnized their relationship in the sole U.S. jurisdiction that has expressly recognized

the validity of same-sex marriages, as opposed to statutory constructs such as domestic

partnerships and civil unions, which are often created solely for the purpose of preserving

the traditional marriage relationship for heterosexual couples. It is well settled in New

York that courts have the equitable power to grant a person the powers, protections,

benefits, and privileges of a close family members, including a “spouse,” even where no

formal legal instrument or necessary biological relationship otherwise exists to create the

protected relations.

        Yet in contrast to the parties to whom New York courts have accorded full legal



                                                                            Appendix Page 33
recognition as next of kin, Jerry and Bryan did have a formal legal instrument – their

marriage – that legally made them spouses and makes Jerry the surviving spouse of

Bryan. Where an equitable and economic understanding of the real relationship

between the parties has been sufficient to extend full legal protections, it would be

particularly irrational and unjust to deny Jerry recognition of his formal, legal status as

Bryan’s marital spouse.

IV.    To Preclude Jerry from Seeking Recovery for Wrongful Death Would
Violate His State Constitutional Right to Equal Protection.

       As discussed above, Jerry is entitled to recognition as a “surviving spouse” under

a literal and correct reading of New York’s wrongful death law, well-settled principles of

state-law comity, and application of a functional definition of the term “spouse” under

state law and relevant precedent. However, if this Court were to reject this well-

established authority and precedent and conclude that plaintiff is not a “surviving spouse”

under the wrongful death statute, plaintiff nonetheless must be afforded all the benefits

and protections of a spouse (including the right to recovery under this wrongful death

suit) based on his right to equal protection under the laws pursuant to New York State’s

Constitution. N.Y. Const. art. I, § 11..




       New York’s Court of Appeals has interpreted both fundamental rights and equal

protection as being more expansive under New York’s State Constitution than under the

United States Constitution. New York courts therefore have extended certain

constitutional protections that federal courts have declined to find under federal

constitutional law. See, e.g., People v. Kern, 75 N.Y.2d 638, 554 N.E.2d 1235, 555

N.Y.S.2d 647 (1990) (rejecting federal standard and using more stringent state


                                                                          Appendix Page 34
constitutional standard to find that peremptory challenges to exclude jurors of particular

race violate Equal Protection Clause of New York Constitution).

       That defendant’s interpretation of the statute would also exclude unmarried

different-gender couples does not save it from constitutional infirmity. Unmarried

different-sex couples have the ability to marry, but have chosen not to do so. In stark

contrast, to date, no same-sex couple has succeeded in obtaining a marriage in New York.

Thus, if defendant’s view were to prevail, partners in same-gender couples would face an

insurmountable barrier to protection under the wrongful death statute that partners in

different-gender couples do not face. Courts have struck down laws that, while

ostensibly neutral on their face, result in de facto discrimination by failing to take into

account the differing circumstances of particular groups. See Anderson v. Celebrezze,

460 U.S. 780, 801 (1983); Council of Alternative Political Parties v. Hooks, 121 F.3d

876, 882-83 (3d Cir. 1997).

       Jerry and Bryan went to great lengths to do everything possible to secure all the

protections, benefits and responsibilities of being legal spouses. In light of this

fundamental difference, any contention that Jerry and Bryan are treated in a manner

similar to heterosexual unmarried couples glosses over the basic legal disability that

places the two groups into two entirely different situations and renders any purported

equation of the disingenuous at best.

       No legitimate state or government interest would be promoted by denying same-

gender couples the right to access the law’s wrongful death remedies and protections, and

incalculable harm would be imposed on same-gender couples. If defendant’s

construction of the wrongful death law is accepted, the law would be interpreting the




                                                                           Appendix Page 35
statute in such a way as to violate Jerry’s right to equal protection under the New York

Constitution. Under those circumstances, he should be entitled to recover as if he were a

surviving spouse under New York law in order to preserve those superseding rights. See

People v. Kern, 554 N.E.2d 1235 (N.Y. 1990).


                                     CONCLUSION

       For the foregoing reasons, plaintiff Jerry West respectfully asks this Court to

convert defendant Mercy Hospital of New York’s partial motion to dismiss into one for

partial summary judgment, deny that motion, and grant plaintiff’s motion for partial

summary judgment. As decedent Bryan Kessler’s surviving spouse, Jerry West is

entitled to recover under New York’s wrongful death law.


                                                             Respectfully submitted,

Dated: New York,
       New York
       January 9, 2005
                                                             _______________________
                                                             ____
                                                             David Barrett, Esq.
                                                             N.Y. Bar No. 513186
                                                             Grynn & Barrett, PC
                                                             419 Park Avenue South, 2    nd



                                                             Floor
                                                             New York, NY 10016




                                                                        Appendix Page 36
CERTIFICATE OF SERVICE

       I hereby certify that a true and correct copy of this Memorandum of Law was

served on the following person by depositing a copy in the United States Mail, first class

postage prepaid, on the 9th day of February 2005, addressed to:

                                     Ronald Dewgoode
                                     Dewgoode, Goforth & Prosper
                                     735 E. 3rd Ave.
                                     New York, N.Y. 00103




                                                    _________________________

                                                    David Barrett, Esq.
                                                    N.Y. Bar No. 513186
                                                    Grynn & Barrett, PC
                                                    419 Park Avenue South, 2 Floor
                                                                              nd



                                                    New York, NY 10016




                                                                      Appendix Page 37
IN THE UNITED STATES DISTRICT COURT FOR THE
                         EASTERN DISTRICT OF NEW YORK


JERRY WEST, in his Capacity as Executor                 )
of the Estate of BRYAN KESSLER, Deceased,               )
and JERRY WEST, Individually,                           )
                                                        )
                 Plaintiffs,                            )       Index No: 11618/2002
                                                        )       Judge Donald Gumper
                     v.                                 )
                                                        )
MERCY HOSPITAL OF NEW YORK,                             )
                                                        )
                 Defendant.                             )
                                                        )


State of New York  )
                   ) :ss
County of New York )

                               AFFIDAVIT OF JERRY WEST

       JERRY WEST, a competent witness over the age of 21, having been duly sworn,

states as follows:

       1.        I am the plaintiff in this action and the surviving life partner of Bryan

Kessler. I submit this affidavit in opposition to the motion to dismiss filed by defendant

Mercy Hospital of New York.

       2.        For more than fifteen years, Bryan and I were soul mates and spouses

committed to one another in a loving, stable, and committed life partnership. We loved

each other as deeply as it is possible for a couple to love each other. We did everything

possible to formalize, legalize, and protect our relationship and our lifelong commitment

to each other.




                                                                           Appendix Page 38
3.      Bryan and I were introduced to each other by mutual friends on September

14, 1993. At that time, Bryan was 32 and I was 27. Eight months after we met, we

moved in together. We lived together as a couple in a committed life partnership for the

rest of Bryan’s life.

        4.      By Spring 2004, Bryan and I had lived together as a couple for almost

eleven years. A few weeks before Massachusetts began to issue marriage licenses to

same-sex couples, Bryan asked me if I would marry him in Massachusetts. With great

enthusiasm, I agreed to do so.

        5.      As a lawyer, Bryan understood the legal implications of entering into a

formal marriage relationship. Once he explained them to me, we were both eager to

finally obtain legal recognition of our relationship as spouses, with the same benefits,

protections, and responsibilities as spouses in a traditional marriage.

        6.      On February 22, 2004, Bryan drove to Provincetown, Massachusetts to

search a suitable place for our wedding and a local official to perform the ceremony.

        7.      A week or two later, Bryan and I drove to Provincetown together and

decided on a hotel for the wedding and the reception. Having already waited for almost

eleven years, we were eager to have the ceremony and become legal spouses as soon as

possible. We reserved a suite for our ceremony and began making other arrangements

for our wedding.

        8.      We arranged a small but formal wedding, which was attended by some 40

extended family members and close friends.

        9.      We agreed to ask Alan Matzkin, our friend and Bryan’s lifelong pal, to be

Best Man at our wedding. Years before, Bryan had been Alan’s Best Man at Alan’s




                                                                          Appendix Page 39
wedding.

       10.      On May 19, 2004, just two days after same-sex marriages became legal in

Massachusetts, Bryan and I had our wedding in Provincetown, Massachusetts. Our

Massachusetts Marriage License and Certificate are a matter of public record, and they

were signed and dated by the local magistrate on May 19, 2004.

       11. At the wedding ceremony, which was videotaped by my cousin’s spouse,

and witnessed by the local magistrate and our family and friends, each of us took

identical vows to the other, stating:

                I [Bryan /Jerry], take you [Jerry/Bryan], to be my lawful
                wedded spouse, to have and to hold from this day forward, for
                better, for worse, for richer, for poorer, to love and to cherish,
                so long as we both shall live.

       12. After exchanging vows, we exchanged wedding bands as a physical symbol of

             our joining together as spouses. With the exchange of rings, we each said to

             the other: “With this ring, I marry you.” It was always our understanding that

             in entering into a civil union, each of us accepted the same legal

             responsibilities, and the same legal protections and benefits, as spouses in a

             traditional marriage relationship. For us, it was legal recognition of the loving

             and committed life partnership we had been sharing for more than a decade.

       13. When we first met in 1993, Bryan was a young lawyer. He was a 1986

             graduate of Case Western Reserve Law School. After graduation, he lived in

             Eastchester, New York, commuting daily to work at a small Manhattan law

             firm. At that time, I was living in Prospect Park, New Jersey, just getting my

             own career underway as an insurance claims representative. Bryan and I saw

             each other at least every weekend, usually in Manhattan.



                                                                          Appendix Page 40
14. Less than three months after we met, in December 1993, Bryan spent

   Christmas with me in Prospect Park, New Jersey. For the next six months, he

   visited me every weekend, commuting from Eastchester, New York to

   Prospect Park, New Jersey.

15. In June 1994, Bryan proposed that we move in together. He found a small

   apartment he could afford in the Bronx, and we moved in together the

   weekend of July 4, 1994. From then until Bryan’s untimely death, we lived

   together at various addresses in New York and New Jersey.

16. Because Bryan was a lawyer with a Manhattan law firm, his income was

   substantially greater than mine. Consequently, he paid almost all of our bills,

   including our rent, for the first several years.

17. In September 1995, Bryan took a new job as a commercial litigation associate

   with the Manhattan office of Pell, Mell & Bewilder, a San Francisco-based

   law firm. He continued to work there until the spring of 1998.

18. During Bryan’s nearly three years working at Pell, Mell & Bewilder, I was

   introduced to many of his colleagues as his life partner, and we became

   friends with several of them.

19. Gradually, our respective families became more accepting of our relationship,

   and eventually they came to embrace us as spouses and members of the

   respective other’s family.

20. Bryan first met my parents, who live in Buffalo, New York, in the summer of

   1995, and we saw them about once a year after that.

21. I met Bryan’s parents within a few months after the beginning of our




                                                               Appendix Page 41
relationship, and we spent Thanksgiving with them in November 1994. Bryan

   and I often invited his family over for dinner, and we spent many major

   holidays together.

22. Although I was raised Catholic, I always enjoyed spending the Jewish

   holidays with Bryan’s family, and I was glad they welcomed me for these and

   many other occasions. Bryan and I got together with his family for almost

   every Passover Seder, Rosh Hashanah, Yom Kippur, Sukkoth, and Hanukah.

23. Bryan and I both became very fond of our niece Sarah and nephew Daniel, the

   children of his brother Elliot and his wife Laura. We often talked about the

   possibility of having children of our own. We even discussed the possibility

   of my converting to Judaism if we did have children, so we could raise our

   children in the Jewish faith, which was important to Bryan and his family and

   therefore to me. Although we never had the opportunity to have children, we

   were grateful to have such a close relationship with our niece and nephew and

   to spend so much time with them.

24. In January 1997, Bryan and I moved to Westfield, New Jersey, so that I could

   accept a new position as an insurance underwriter in New Jersey. Bryan

   continued to commute daily to work in Manhattan. Although we were living

   much farther away from his family than before, we continued to see them at

   least several times a month. Over the years, as I was increasingly accepted as

   a member of his family, I also embraced Bryan’s family as my own.

25. In April 1998, I was offered a management position in Saddle Brook, New

   Jersey with my insurance company, which I hoped might lead to becoming a




                                                               Appendix Page 42
full-fledged independent agent. Bryan and I both saw this as an important

             opportunity. We therefore moved to Saddle Brook.

       26. Around the time of that move, Bryan left Pell, Mell & Bewilder and began

             working as a solo practitioner. Over the next 6 1/2 years until his death, as he

             continued his litigation practice, he also spent an increasing amount of time

             helping me succeed in my insurance business, using his skills in law, business,

             and marketing. His contributions were enormously valuable, and working

             together, we became a family business.

       27.      From October 1998 until June 2000, I went through intense training

programs, taking classes and tests; visiting and assisting numerous independent agents;

and undergoing company evaluations to eventually become an independent insurance

agent. During that time, I also worked full time as an agency consultant, assisting

independent and trainee agents throughout Nassau County in retaining and expanding

their client base and handling the related agency documentation.

       28. This 20-month period was grueling and difficult for me, and Bryan was a

             supportive spouse in every possible way: emotionally, personally and

             professionally. He helped me with my writing assignments, and he advised

             me how to position myself strategically to improve my chances of becoming

             an independent agent. He was also there to provide love and emotional

             support whenever I needed it.

       29. After I became a trainee agent in July 2000, Bryan was instrumental in

             helping us obtain enough business as an insurance agency and build what we

             considered our family business.




                                                                          Appendix Page 43
30. Indeed, within my one-year “trial period” as a trainee agent from July 2000 to

   July 2001, Bryan and I had to meet certain quotas set by the parent company

   in order to become an independent contractor insurance agency. During this

   period, almost all members of Bryan’s family purchased insurance from us to

   help us meet our quotas, and I remain extremely grateful to them for coming

   to our assistance in a way that we could only expect of family.

31. Moreover, in June 2000, Bryan’s uncle, Arthur Penn, whom I always thought

   of as my own uncle as well, loaned what was to Bryan and me a substantial

   sum to help us set up our insurance agency. To me, this was yet another

   example of Bryan’s family treating me like a member of their own.

32. Bryan was a quick study, and by December 2000, he became licensed as a

   “sub-agent” to sell all lines of insurance coverage: automobile, fire, life, and

   health.

33. By 2001, Bryan had become a full-time contracted employee agent with our

   family business, and something of an expert in insurance. He was our

   “marketing guru,” helping us obtain business that I never would have been

   able to obtain on my own. He used his legal knowledge to help me draft letters

   to policyholders and people in the parent company, negotiate and then close

   on a lease for my office, set up an independent insurance agency, and set up

   and train our agency staff.

34. In addition, Bryan arranged for us to have tables at various town events and

   shows promoting our business. He arranged all newspaper and magazine

   advertisements and drafted letters to our parent company explaining our




                                                                Appendix Page 44
advertising strategy. He attended all seminars sponsored by the parent

             company, which saw Bryan as a key player in the success of our family

             agency. He ordered all marketing material for the promotion of the agency,

             and was instrumental in helping me become an active Chamber of Commerce

             member, because he knew that it would benefit our family business.

       35. Right up until the time of his death, Bryan was continuing to assist the

             development of our family insurance business in these and many other

             valuable ways.

       36.      As a lawyer, Bryan was concerned about the lack of legal protections that

we had in the absence of being legal spouses. Beginning in the mid-1990’s, both of us

would read about extended families excluding same-sex life partners from decision

making regarding the healthcare of a physically or mentally incapacitated individuals.

       37. We also read and were concerned about stories regarding extended families of

             deceased persons disrespecting same-sex surviving partners, legally evicting

             them from their longtime homes, excluding them from decisions about funeral

             arrangements, and denying them access to the couples’ joint possessions and

             property registered under the deceased partners’ names.

       38. In 1998, Bryan and I decided to take legal steps to protect our life

             commitment. One of his fellow law associates prepared health care proxies

             for us, and we had them fully executed to ensure that we would be able to

             make healthcare decisions for each other in case of any emergency. As of

             1998, we still had almost no assets, so we decided the expense of obtaining

             wills was not justified.




                                                                        Appendix Page 45
39. Beginning in 1999, we each purchased life insurance for the first time in our

             lives, and Bryan and I consistently designated each other as “primary” and

             “direct” beneficiaries of each other’s life insurance policies.

       40. Our homeowners’ insurance policy, by listing us jointly, evidenced that we

             were joint owners of all our property.

       41. Likewise, we are jointly named in our Personal Liability Umbrella Policy,

             evidencing joint and intermingled financial obligations.

       42. In December 1999, just before leaving on a trip for Iceland, and prompted by

             “Y2K”-related concerns about flying at that time, Bryan and I finally made

             out wills, naming each other sole beneficiaries and executors of each other’s

             estates. At the same time, we updated our health care proxy designations, by

             which we each designated the other as sole health care agent.

       43.      After Bryan’s death, as Executor of his Estate, I had to deal with a

mountain of papers at the most difficult and grief-stricken time in my life.

       44.      At different times in our relationship, Bryan and I each took greater or

lesser responsibility for our overall expenses, depending on our respective incomes.

Early in the relationship, I was almost completely financially dependent on Bryan, but

over the years, we became financially interdependent. On our leases from Harrison, New

York; Westfield, New Jersey; Massapequa Park, New York; and Saddle Brook, New

Jersey, both our names were listed, reflecting that we were jointly responsible for our

single biggest expense, the cost of our living space.

       45. On Christmas morning 2000, when Bryan and I were getting ready to go

             spend the day with my aunt in New Jersey, just as we had on Christmas in




                                                                           Appendix Page 46
previous years, we received an unexpected call from Bryan’s brother Elliot

   with tragic news: Bryan’s maternal uncle, Arthur Penn, only 61 years old, had

   suffered a heart attack in his sleep and had died earlier that morning.

46. Understandably shocked, Bryan sat on the living room stairs and cried. It was

   one of the only times I ever saw Bryan cry. I wanted to support him in every

   way I could.

47. On November 12, 2004, I received a call at my office from a doctor at Mercy

   Hospital. He told me that Bryan had been struck by a car and was there in the

   hospital. I immediately became very upset and worried, but then I heard

   Bryan shout in the background: “Tell him I’m okay! I’m okay!”

48. I demanded to speak with Bryan, and the doctor put him on the phone. Bryan

   told me that he was okay, that a car had hit him, and his leg was broken. He

   asked me to bring him his wallet, which he had left at home.

49. Bryan told me that I was the only person that he had asked the hospital to call.

   I therefore called his brother Elliot, who works in Manhattan not far from

   Mercy Hospital, and Elliot in turn informed Bryan’s other close family

   members.

50. When I arrived at the hospital, Bryan was on his way into the surgery room.

   He had given his brother Elliot a handwritten note to give me. It read as

   follows:


       Jerry:


       I’m going under. I haven’t had a chance to see you. I love you.




                                                                Appendix Page 47
I’ve made my life in your heart.

                                               Bryan

        51.     When I told the staff at the hospital that I was Bryan’s life partner, they let

me go up to the operating room to meet the surgeon and the anesthesiologist. Indeed,

throughout Bryan’s remaining time alive, the Mercy Hospital staff treated me as the

spouse that I am.

        52.     In the operating room, Bryan, the surgeon, the anesthesiologist, and I

decided together that Bryan should have general anesthesia before the surgery. I stayed

in the operating room until the doctors told me that I had to leave. I then kissed Bryan

goodbye, and went to wait until after the surgery was over.

        53.     At approximately 1 a.m., early on November 13, 2004, Bryan came out of

surgery, still groggy from the anesthesia. His brothers, Jeremy and Elliot, and I were

waiting for him in the waiting area. When the nurses finally let us into his room, Bryan

looked up and said to me, “Hello, sweetheart.” He then greeted his two brothers.

        54.     Jeremy, Elliot, and I stayed with him in the hospital until approximately 2

a.m. that night.

        55.     On November 13, 2004, I returned at approximately 11 a.m. or noon.

During the day, many family members and friends came to visit Bryan. As they came and

left, I stayed the entire time.

        56.     Bryan’s mother, Ruth Kessler, was in Florida. When she called to ask

whether she should come up, Bryan told her that it was just a broken leg, and she should

stay in Florida. Over the years, I have had the privilege of getting to know Bryan’s

wonderful mother quite well, and I predicted aloud that she would return from Florida to



                                                                           Appendix Page 48
see Bryan. In fact, the next day, she did arrive in the hospital.

         57.    I stayed in the hospital with Bryan that day until approximately 11 p.m.

When I went home, I was the last to leave him. He was scheduled for a second surgery

the next day.

         58.    On November 14, 2004, the day of Bryan’s second surgery, I again

returned to the hospital at approximately 11 a.m. or noon. Again, many of Bryan’s

relatives came to visit. During the day, I went to buy him supplies, like paper cups, to

make him more comfortable. Otherwise, I did not leave the hospital.

         59.    In the early evening of November 14, Bryan was brought in for his second

surgery. Other than the medical staff, I alone initially went in with him, and again we

decided on general anesthesia. When I was told I had to leave, I kissed him on the

forehead and left the room to wait for the surgery to be over.

         60.    At approximately 8:30 p.m., hours before Bryan returned to his hospital

bedroom, a member of the medical staff told Bryan’s mother, his brother Jeremy, and me,

who were waiting together in Bryan’s hospital bedroom, that the surgeons had

successfully closed the wound, that the surgery was a clean success, and that Bryan

would be able to return home on November 18. With this good news, at approximately

9:00 p.m., Bryan’s mother and Jeremy returned home. I remained at the hospital with

Bryan.

         61.    Sometime near midnight, Bryan was wheeled into his hospital bedroom. I

did everything I could to make Bryan comfortable, including helping him with his

glasses, brushing his teeth, and washing his face, as the orderly hooked up his

intravenous drip.




                                                                        Appendix Page 49
62.     I then told Bryan that I would see him the next day and kissed him

goodnight. He said, “Goodnight, sweetheart.” I returned home and went to sleep.

        63.     On November 15, at 7:15 a.m., I awoke to a telephone call from Dr.

Steven Touliopoulos of Mercy Hospital. To my complete shock, disbelief, and horror,

Dr. Touliopoulos informed me that Bryan had died earlier that morning. Overcome with

grief, I sat on the living room stairs and cried, just as Bryan did when his uncle died.

        64.     I was the first and only one that Mercy Hospital called with this news.

Even in Bryan’s death, Mercy Hospital treated me as Bryan’s spouse.

        65.     My world was suddenly and completely shattered by this horrifying news.

I cannot begin to describe the grief that overcame me. I sat on the living room stairs and

cried, just as Bryan had done years earlier when his dad died.

        66.     When I arrived at the hospital the same morning that Dr. Touliopoulos

told me that Bryan had passed away, a grievance counselor employed by Mercy Hospital

was waiting to comfort me on the death of my spouse. She spent hours with me until I

left the hospital.

        67.     Bryan’s obituary that appeared in The New York Times identified me first

in the list of survivors as his spouse.

        68.     The e-mail sent out by my company after I advised them of Bryan’s

untimely death identified him as my “life partner.”

        69.     I received sympathy cards from various nieces, nephews, and friends’

children, illustrating that these children understood that Bryan and I were in a lifetime

relationship as spouses.

        70.     Bryan was the love of my life. I have never been closer to anyone. We




                                                                         Appendix Page 50
had plans, goals, and dreams that I will never be able to fulfill without him.

       71.     I miss everything about Bryan, every moment of my life. I miss lighting

the Hanukah Menorah with him. I miss him being happy watching me put up the

Christmas tree. I miss him saying every morning “two more minutes” after the alarm

rings, and I miss seeing him still asleep in bed 30 minutes later. I miss his love, affection,

and caring, and I miss giving all those things to him. Every night, I still wait for him to

walk through the door, the way he would every night, hug me, and say to our dogs,

“Hellozens to the Snarkies!”

       72.     I buried Bryan with my tears on his face, and with the ring I gave him at

our wedding placed on his heart. As he wrote in his final note to me, Bryan and I lived in

each other’s hearts, and he will continue to live in mine, forever.



                                               ___________________________
                                                       Jerry West


       Sworn to before me this      31st day of    January     , 2005


                                       _____________________________________
                                       Notary Public

My Commission Expires: September 3, 2007




                                                                          Appendix Page 51
IN THE UNITED STATES DISTRICT COURT FOR THE
               EASTERN DISTRICT OF NEW YORK

JERRY WEST, in his Capacity as Executor        )
of the Estate of BRYAN KESSLER, Deceased,      )
and JERRY WEST, Individually,                  )
                                               )      Index No: 11618/2005
             Plaintiffs,                       )      Judge Donald Gumper
                                               )
                                               )      ORDER ON MOTION FOR
                 v.                            )      DISMISSAL AND CROSS-
                                                      )    MOTION      FOR
PARTIAL
                                               )      SUMMARY JUDGMENT
MERCY HOSPITAL OF NEW YORK,                    )      Motion Submitted 1/31/05
                                               )
             Defendant.                        )
                                               )



                           MEMORANDUM AND ORDER

      This matter comes before the court on Defendant’s Motion for Dismissal

(Doc. 2) and Plaintiff’s Memorandum in Opposition and Cross-Motion for Partial

Summary Judgment (Doc. 4). Because evidence has been submitted by both

parties in support of their respective motions, the Court will consider the

Defendant’s Motion for Dismissal as a Motion for Summary Judgment, as well as

Plaintiff’s Cross-Motion. See Fed. R. Civ P. 12(b), 56(a).

      This is action for wrongful death and medical malpractice brought by the

decedent’s surviving partner. The narrow issue presented by the motion and

cross-motion is whether, under principles of full faith and credit or comity,

plaintiff Jerry West’s legal status as a spouse of Bryan Kessler, in a marriage


                                                               Appendix Page 52
solemnized in the State of Massachusetts, which was sanctioned and afforded all

benefits and obligations of a marriage under the laws of Massachusetts, entitles

him to recognition as a "spouse" under New York's wrongful death statute. In the

alternative, Plaintiff argues that his equal protection rights under the New York

Constitution would be violated if this court were to construe the statutory term

“spouse” so narrowly as to bar him from recovery for wrongful death. Plaintiff

does not raise any derivative claim for loss of consortium.

                              Jurisdiction and Venue

       Plaintiff Jerry West resides in Saddle Brook, New Jersey.      Defendant,

Mercy Hospital of New York, is a health care provider whose principal place of

business is in New York City, Manhattan Island, New York. The amount in

controversy far exceeds $ 75,000.          Consequently, this court has diversity

jurisdiction pursuant to 28 U.S.C. § 1332(a)(1), (c)(1). Venue is proper in this

district because the defendant hospital “resides” in this forum for purposes of 28

U.S.C. § 1391.

                                    Background

      As background for analysis, the circumstances of Bryan Kessler’s death, as

well as the circumstances of his life are reviewed.

      Bryan Kessler and Jerry West met on September 14, 1993 when Kessler was

32 and West was 27. They moved in together eight months later and lived together

until Kessler's death in November 2004. They provided each other with health


                                                                Appendix Page 53
care proxies, named each other as the sole beneficiary on the other's life insurance

policy, listed themselves as joint owners on their homeowner's insurance policy, and

were the sole legatees under each other’s wills.

       In the year 2004, Massachusetts courts legally sanctioned same-gender

marriages in the same manner as a traditional marriage. Massachusetts requires the

same solemnization procedures for same-sex marriages as it does for heterosexual

marriages, and the solemnization creates spouses for all purposes under Massachusetts

state law. Within days after the effective date of the Massachusetts ruling, Kessler

and West were married by a local magistrate in Provincetown, Massachusetts, in a

formal ceremony with approximately forty family members and friends attending.

Their vows included taking each other "to be my spouse.” They exchanged wedding

bands; they planned to adopt children, and finally purchased a house in Saddle

Brook, New Jersey. Within hours of the closing, Bryan Kessler was struck by the

automobile driven by Robert Popavich, who ran down and injured 18 people in

Manhattan. Having suffered a badly broken leg, Kessler was taken to Mercy

Hospital in New York City, where he underwent two surgeries. Unfortunately, he

died while in the hospital from an embolus of "unknown origin."

     The words of the decedent’s family are telling when they describe their

feelings for Bryan Kessler and describe the nature of his relationship with plaintiff.

First, the parents: Ruth Kessler, Bryan’s mother, knew Jerry West as her son's

partner for more than 11 years. Even her grandchildren know Jerry as an uncle.

As she explains, "Jerry has been Bryan’s partner in all aspects of life." They

                                                                    Appendix Page 54
participated together "in all family functions" including "birthdays, anniversaries,

religious events, holidays, dinners, and vacations." Plaintiff's parents, Daniel and

Barbara West, worried that their son would face "prejudice, hostility, and other

difficulties," and initially they did not accept his relationship with Kessler. But

they changed, stating "Jerry has always loved life, but we believe he loved Bryan

even more. It is as if a part of him died when Bryan died. "

     Jeremy Kessler, Bryan’s brother, says of plaintiff, "I . . . think of him and

care for him as a family member . . . ." He related how Jerry had been a source of

strength when their maternal uncle died, and how he and Bryan, knowing it would

be difficult for Bryan’s mother, held the holiday Seders at their home in

Massapequa, Long Island. "It was a difficult time for everyone, made easier by

being in their loving home.” Elliot Kessler, another brother, states that the civil

union was important to Bryan because of his "interest in adopting children.”

     There are additional affidavits from family. A sister-in-law, Laura Kessler,

stated, "There was never a time in all those 11 years when it was just Bryan, or

just Jerry. It was always Bryan and Jerry, together, spouses . . . as inseparable as

any married couple could possibly be." The affidavits of other family members,

cousins, aunts, godmother, echo these sentiments. Cousin Kim Marie Merritt

sums up their loss, stating that since Bryan's death, Jerry "is still working to put

one foot in front of the other. We are all working to put our lives back together

after losing a beloved family member so young, so suddenly."



                                                                  Appendix Page 55
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix
Spring 2006 appellate brief assignment   west v. mercy hospital - appendix

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Spring 2006 appellate brief assignment west v. mercy hospital - appendix

  • 1. APPENDIX West v. Mercy Hospital of New York Docket No. 06-0001-cv TABLE OF CONTENTS Page Motion for Partial Dismissal 2 Affidavit of Ralph Kessler 5 Memorandum in Opposition to Motion for Partial Dismissal 8 Affidavit of Jerry West 38 District Court’s Memorandum and Order 52 Notice of Appeal 66 Appendix Page 1
  • 2. IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NEW YORK JERRY WEST, in his Capacity as Executor ) of the Estate of BRYAN KESSLER, Deceased, ) and JERRY WEST, Individually, ) ) Plaintiffs, ) ) ) v. ) Index No: 11618/2005 ) ) MERCY HOSPITAL OF NEW YORK, ) ) Defendant. ) ) MOTION FOR PARTIAL DISMISSAL Defendant Mercy Hospital of New York (“Mercy”) hereby moves to dismiss Count II of the complaint filed by plaintiff Jerry West, Individually (“Plaintiff”), whereby he claims he is entitled to recover for wrongful death pursuant to New York’s Estate, Probate, and Trust Law. Mercy asserts that Plaintiff has failed to state a claim upon which relief may be granted, see Fed. R. Civ. P. 12(b)(6), because he is does not qualify as a “distributee” under the New York wrongful death statute. In support of this Motion for Partial Dismissal, Mercy submits the Affidavit of Mr. Ralph Kessler, the surviving father of the decedent. Mercy contends that Mr. Kessler, not Plaintiff, is the proper “distributee” entitled to seek relief under the statute. Decedent was never married in the traditional sense of the word, and he had no children. His closest blood relatives were his parents and siblings. Appendix Page 2
  • 3. Mercy respectfully asserts that the New York courts have never recognized a same-sex couple as a legitimate marriage for purposes of the probate statutes. Admittedly, Plaintiff and the decedent purported to enter into a “marriage” in Massachusetts in 2004. However, Plaintiff’s complaint does not identify any legal authority in New York to support his claim that the Massachusetts marriage is entitled to recognition in New York. In the absence of such authority, Plaintiff cannot recover for wrongful death as a matter of law. He was not a blood relative of the decedent; nor was he the lawful “spouse” of the decedent for purposes of recovery under the New York wrongful death statute. Moreover, because West and Kessler could not have entered into a lawful marriage in New York, their Massachusetts marriage is not entitled to recognition by New York law. Finally, federal law preempts plaintiff’s wrongful death claim. The Defense of Marriage Act, 28 U.S.C. § 1738C, specifically provides, “No State . . . shall . . . give effect to any public act . . . respecting a relationship between persons of the same sex that is treated as a marriage under the laws of such other State, . . . or a right or claim arising from such relationship.” New York is not required to give full faith and credit to the Massachusetts marriage. Mercy therefore respectfully prays for an order dismissing Count II of Plaintiff’s complaint for wrongful death, together with attorney’s fees and costs. Appendix Page 3
  • 4. Respectfully submitted, ____________________________ Ronald Dewgoode N.Y. Bar No. 13187 Dewgoode, Goforth & Prosper 735 E. 3rd Ave. New York, N.Y. 00103 CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of this Motion for Partial Dismissal was served on the following person by depositing a copy in the United States Mail, first class postage prepaid, on the 16th day of January 2005, addressed to: David Barrett, Esq. Grynn & Barrett, PC 419 Park Avenue South, 2nd Floor New York, NY 10016 _________________________ Ronald Dewgoode Dewgoode, Goforth & Prosper 735 E. 3rd Ave. New York, N.Y. 00103 Appendix Page 4
  • 5. IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NEW YORK JERRY WEST, in his Capacity as Executor ) of the Estate of BRYAN KESSLER, Deceased, ) and JERRY WEST, Individually, ) ) Plaintiffs, ) ) ) Index No: 11618/2005 v. ) AFFIDAVIT ) ) MERCY HOSPITAL OF NEW YORK, ) ) Defendant. ) ) State of New York ) ) SS: County of New York ) AFFIDAVIT OF RALPH KESSLER RALPH KESSLER, having been duly sworn, avers as follows: 1. I am the father of Bryan Kessler, the decedent on whose behalf Jerry West has filed this personal injury action. In addition, Jerry West seeks recovery for wrongful death under the applicable New York statute. 2. I submit this affidavit in support of the Motion for Partial Dismissal filed by defendant Mercy Hospital of New York. 3. I loved my son deeply, and so did his mother, Ruth Kessler. We were an extremely close-knit family throughout Bryan’s life. Appendix Page 5
  • 6. 4. Bryan met Jerry West sometime in the late summer or early fall of 1993. Bryan’s mother and I did not know anything about the relationship until several months later, when Bryan announced that they were moving in together. 4. Bryan’s mother and his siblings were shocked and hurt by the news of their relationship. As time went on, however, we understood that their affection for each other was genuine, and it became clear that they wanted to commit their lives to one another. We accepted Jerry as a member of the family as best we could out of love for our son and our desire for his happiness. 5. In early 2004, Bryan told us about his and Jerry’s plans to go to Massachusetts to be married. He explained that it was important to Jerry to formalize the relationship in this fashion, and that Massachusetts was the only state in the country that would permit them to have a legal marriage ceremony in every sense of that word. 6. Because we cared so deeply for our son, we agreed to attend the wedding ceremony in Provincetown, Massachusetts. 7. After the wedding, Bryan and Jerry returned to their home in New Jersey. They never intended to remain in Massachusetts, and in fact, they left Massachusetts within 24 hours of the ceremony. They have not returned to Massachusetts since. 8. I considered Jerry and Bryan to be lifetime partners, but they were not “spouses.” Spouses must be of the opposite gender. Jerry and Bryan are both males, so they cannot be “spouses,” at least not in my opinion. Appendix Page 6
  • 7. FURTHER AFFIANT SAYETH NAUGHT. ___________________________ RALPH KESSLER Sworn to before me by Ralph Kessler on this 16th day of ___January___, 2005. _____________________________________ Notary Public My Commission Expires: May 2, 2005 Appendix Page 7
  • 8. David Barrett, Esq. Grynn & Barrett, PC 419 Park Avenue South, 2 Floor nd New York, NY 10016 IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NEW YORK JERRY WEST, in his Capacity as Executor ) of the Estate of BRYAN KESSLER, Deceased, ) and JERRY WEST, Individually, ) ) Plaintiffs, ) Index No: 11618/2005 ) Judge Donald Gumper v. ) ) MERCY HOSPITAL OF NEW YORK, ) ) Defendant. ) ) MEMORANDUM OF LAW IN OPPOSITION TO DEFENDANT’S MOTION FOR PARTIAL DISMISSAL AND IN SUPPORT OF PLAINTIFF’S CROSS-MOTION FOR PARTIAL SUMMARY JUDGMENT Preliminary Statement Plaintiff Jerry West, as Executor of the Estate of Bryan Kessler (deceased) and in his individual capacity (“Jerry”), by his attorney David Barrett, respectfully submits this memorandum of law in opposition to the motion of defendant Mercy Hospital of New York (“defendant” or “Mercy Hospital”) for partial dismissal for failure to state a claim pursuant to Fed. R. Civ. P. 12(b)(6). Because defendant’s motion relies on evidentiary materials, plaintiff requests that it be deemed one for partial summary judgment. See Fed. R. Civ. P. 12(b). In addition, plaintiff hereby files this cross-motion for partial summary judgment pursuant to Fed. R. Civ. P. 56(a), and respectfully submits this Appendix Page 8
  • 9. memorandum of law in support of that motion as well. Mercy Hospital has been accused of medical malpractice that caused the death of Bryan Kessler (“Bryan”). Rather than file an answer or respond in any way to the substance of the serious medical malpractice charges against it, defendant asks this Court to deprive Jerry of the ability to continue to receive the enormous financial support that he had been receiving from Bryan throughout their more than 15 years together in a stable, committed, and loving life partnership, even if defendant’s malpractice is proven. Defendant’s motion should be denied for three reasons, any one of which would be sufficient standing alone. First, New York’s wrongful death statute allows recovery by “spouses,” and Jerry and Bryan were spouses as a result of entering into a lawful marriage in Massachusetts. Regardless of gender, parties to a Massachusetts marriage are “spouses,” with all the same legal responsibilities, benefits, and protections as are granted to spouses in a traditional marriage. Second, even if New York were not to recognize automatically a Massachusetts spouse as a spouse under New York law, New York should respect the reality of Jerry and Bryan’s lengthy, committed relationship, which was one of treating each other and being recognized by everyone else as each other’s spouses for more than eleven years. Third, for the state to deny Jerry and Bryan the benefits of the wrongful death statute because they were married in Massachusetts and not in New York would violate equal protection as guaranteed by the New York State Constitution. Defendant asks this Court to ignore that Jerry and Bryan legally became spouses; to ignore that their family, friends, work colleagues, and virtually everyone Appendix Page 9
  • 10. else who knew them (including the staff at Mercy Hospital) recognized them as full- fledged spouses; and to ignore their eleven-year committed life partnership until death parted them. Defendant requests that this Court deny Jerry and Bryan’s civil rights and give a windfall to a tortfeasor, in violation of New York’s public policy underlying the wrongful death statute as well as New York’s longstanding public policy against discrimination, specifically including sexual orientation discrimination. Defendant’s motion should be denied, and plaintiff’s motion should be granted. Factual Background A. Jerry and Bryan Took Every Step Possible to Protect Each Other, Including Becoming Spouses Pursuant to Massachusetts’ Marriage Law. For over eleven years, Jerry and Bryan were mates and spouses in a loving, stable, and committed life partnership. Affidavit of Jerry West, dated January 31, 2005 (“West Aff.”), ¶ 2. They met on September 14, 1993, when Bryan was 32 and Jerry was 27. Eight months later, they moved in together, and they lived together as a couple in a committed life partnership for the rest of Bryan’s life. They loved each other as deeply as any two people can love, and they did everything that they could to formalize, legalize, and protect their relationship and their commitment to each other. West Aff. ¶¶ 2-3. 1. Jerry And Bryan’s Marriage as Spouses. By Spring 2004, the couple had been together for almost eleven years. A few weeks before Massachusetts’ law took effect authorizing same-gender marriages, Bryan asked Jerry whether he would marry him. Jerry enthusiastically agreed to do so. As a lawyer, Bryan fully understood the legal implications of entering into a marriage in Massachusetts, and once he explained them in detail to Jerry, both were eager finally to Appendix Page 10
  • 11. obtain legal recognition of their relationship as spouses, with all that entails. West Aff. ¶¶ 4-5. On May 19, 2004, the couple had a formal wedding in Provincetown, Massachusetts. West Aff. ¶¶ 8-12. At the wedding ceremony, which was videotaped and witnessed by a local magistrate and approximately forty of the couple’s family members and friends, each took identical vows to the other, stating: I [Bryan /Jerry], take you [Jerry/Bryan], to be my lawful wedded spouse, to have and to hold from this day forward, for better, for worse, for richer, for poorer, to love and to cherish, so long as we both shall live. West Aff. ¶ 11. After the couple exchanged vows, they exchanged wedding bands and said, “With this ring, I marry you.” West Aff. ¶ 12. It was always Jerry and Bryan’s understanding that, by marrying in Massachusetts, each had taken on the same legal responsibilities, and likewise had the same legal protections and benefits, as spouses in a traditional marriage. For them, it was legal recognition of the loving and committed life partnership that they already had been sharing for over a decade. West Aff. ¶ 12. 2. Other Steps Jerry and Bryan Took To Formalize, Legalize, And Protect Their Relationship and Each Other. As a lawyer, Bryan had long been concerned about the couple’s lack of legal protections in the absence of being legal spouses. In 1998, Jerry and Bryan executed health care proxies to ensure that each would be able to make healthcare decisions for the other in case of any emergency. West Aff. ¶ 38. In 1999, each purchased life insurance for the first time in their lives, and each Appendix Page 11
  • 12. designated the other as “primary” and “direct” beneficiaries of the life insurance policies. West Aff. ¶ 39. The couple’s homeowners’ insurance policy, in listing them jointly, evidenced that they were joint owners of all their property. West Aff. ¶ 40. Likewise, they are jointly named in their Personal Liability Umbrella Policy, evidencing joint and intermingled financial obligations. West Aff. ¶ 41. In December 1999, just before leaving on a trip for Iceland, the couple made out wills naming each other sole Beneficiaries and Executors of each other’s estates. West Aff. ¶ 42. At different times in their relationship, Jerry and Bryan each took greater or lesser responsibility for their overall expenses, depending on their respective incomes, and they were financially interdependent. West Aff. ¶ 44. B. Jerry and Bryan Treated Each Other as Spouses and were Recognized as Each Other’s Spouse by Family, Friends, and Colleagues. 1. History of the Couple’s Committed Life Partnership and Marriage. When they first met in 1993, Bryan was a young lawyer, a 1986 graduate of Case Western Reserve Law School. After graduation, he lived in Eastchester, New York, commuting daily to work at a small Manhattan law firm. Jerry was just getting started as an insurance claims representative, living in Prospect Park, New Jersey. West Aff. ¶ 13. The couple moved in together in July 1994, and continued to live together until Bryan’s untimely death. Because Bryan was a lawyer with a Manhattan law firm, his income was substantially greater than Jerry’s, and he paid almost all of the couple’s bills, including their rent, for the first several years. West Aff. ¶¶ 15-16. In September 1995, Bryan took a new job as a commercial litigation associate with the Manhattan office of Pell, Mell & Bewilder, where he continued to work until the Appendix Page 12
  • 13. spring of 1998. During Bryan’s nearly three years working at Pell, Mell & Bewilder, he introduced Jerry to many of his colleagues as his life partner, and the couple became friends with several of the firm’s lawyers. West Aff. ¶¶ 17-18. Gradually, Jerry and Bryan’s respective families became more accepting of their relationship, and eventually came to embrace them as spouses and members of the other’s family. West Aff. ¶ 19. Living together in a loving and committed life partnership, the couple saw Jerry’s parents, who lived in Buffalo, New York, about once a year. West Aff. ¶ 20. Until Bryan’s death, Bryan and Jerry often invited Bryan’s family over for dinner, and they spent many major holidays together. Although Jerry was raised Catholic, he always enjoyed spending the Jewish holidays with Bryan’s family, and was glad that they welcomed him for these and many other occasions. West Aff. ¶ 21-22. In April 1998, Jerry was offered a management position in Saddle Brook, New Jersey, that he hoped might lead to becoming a full-fledged independent agent. Bryan and Jerry both saw this as an important opportunity, so we moved to Saddle Brook. West Aff. ¶ 25. Around the time of that move, Bryan left Pell, Mell & Bewilder and began working as a sole practitioner. Over the next 6 1/2 years until his death, as Bryan continued his litigation practice, he also spent an increasing amount of time helping Jerry succeed in his insurance business. Bryan’s contributions were enormously valuable, and working together, they became a family business. West Aff. ¶ 26. After Jerry became a trainee agent in July 2000, Bryan was instrumental in helping them obtain enough business as an insurance agency and build their family Appendix Page 13
  • 14. business. Moreover, Bryan was a quick study, and by December 2000, he became licensed as a “sub-agent” to sell all lines of insurance coverage – automobile, fire, life, and health. He was the agency’s “marketing guru,” helping the couple to obtain business that Jerry never would have been able to obtain on his own. Bryan’s legal knowledge and experience was also extremely valuable to the couple’s agency in many different contexts. West Aff. ¶¶ 29-35. Most important to Jerry and Bryan was their spousal partnership. Each was there for the other, in the best of times, the worst, and all the ones in between. When Bryan’s maternal uncle died suddenly and unexpectedly, Jerry grieved with him and was a crucial source of support, not just to Bryan but to his entire family. West Aff. ¶¶ 45-46. Because Jerry and Bryan for many years had been very close to each other as well as to each other’s families, their marriage ceremony in May 2004 was the culmination, formal expression, and legalization of the long-existing reality of their relationship as spouses. West Aff. ¶ 12. 2. Bryan’s Leg Injury, Hospitalization, and Sudden Death. Bryan was hit by a car and was taken to Mercy Hospital, on Manhattan Island, on November 12, 2004. At that time, he asked the hospital to call only one person – his spouse Jerry. Jerry in turn notified Bryan’s family. West Aff. ¶¶ 47-49. When Jerry arrived at the hospital, Bryan was on his way into surgery. His brother Elliot, who works in Manhattan not far from Mercy Hospital, had arrived a little earlier. Elliot gave Jerry a handwritten note from Bryan. It read: Appendix Page 14
  • 15. Jerry: I’m going under. I haven’t had a chance to see you. I love you. I’ve made my life in your heart. Bryan West Aff. ¶¶ 49-50. When Jerry told the staff at the hospital that he was Bryan’s life partner, they let him go up to the operating room to meet the surgeon and the anesthesiologist. Like any spouse, Jerry helped with making health care decisions, like what kind of anesthesia Jerry should get. Indeed, throughout Bryan’s remaining time alive, Mercy Hospital treated Jerry as the spouse that he is. West Aff. ¶¶ 51-52. When Bryan came out of surgery, still groggy from the anesthesia, his first words upon seeing Jerry were: “Hello, sweetheart.” West Aff. ¶ 53. Jerry stayed with Bryan in the hospital until approximately 2 a.m. that night. West Aff. ¶ 53-54. On November 13 and November 14, Jerry again spent the day by Bryan’s side. West Aff. ¶¶ 55-62. On November 14, Bryan underwent a second surgery. After the surgery, around midnight, when Bryan was wheeled into his hospital bedroom, Jerry was waiting for him. Jerry did everything he could to make Bryan comfortable, including helping him with his glasses, brushing his teeth, and washing his face. Jerry then told Bryan that he would see him the next day and kissed him goodnight. Bryan said, “Goodnight, sweetheart.” West Aff. ¶¶ 58-62. On November 15, at 7:15 a.m., Jerry was awakened by his ringing telephone. The call was from Dr. Steven Touliopoulos of Mercy Hospital. To Jerry’s complete shock, disbelief, and horror, Dr. Touliopoulos informed him that Bryan had “expired” that Appendix Page 15
  • 16. morning. Jerry’s world was suddenly and completely shattered by this horrifying news. Overcome with grief, he sat on the living room stairs and cried, just as Bryan had done when he heard his uncle had died. West Aff. ¶ 63. Jerry was the first and only one that Mercy Hospital called with this news. Even in Bryan’s death, until this motion that they have now filed against him, Mercy Hospital treated Jerry as Bryan’s spouse. West Aff. ¶¶ 63-64. Jerry has never been closer to anyone than he was to Bryan. The couple had plans, goals, and dreams that Jerry will never be able to fulfill. Jerry misses everything about Bryan, every moment of his life. He misses Bryan saying every morning “two more minutes,” after the alarm rings, and he misses seeing Bryan still asleep in bed 30 minutes later. He misses Bryan’s love, affection, and caring, and he misses giving all those things back to Bryan. Every night, Jerry still waits for Bryan to walk through the door, the way he would every night, hug Jerry, and say to their dogs, “Hellozens to the Snarkies!” West Aff. ¶¶ 70-71. Jerry buried Bryan with Jerry’s tears on Bryan’s face, and the ring that Jerry gave him at their wedding placed on Bryan’s heart. As Bryan wrote in his final note to Jerry, he and Jerry lived in each other’s hearts, and Bryan will continue to live in Jerry’s heart, forever. West Aff. ¶ 72. PROCEDURAL BACKGROUND Defendant has moved for partial dismissal of plaintiff’s claim for wrongful death, which seeks to recover for pecuniary injury to Jerry as Bryan’s spouse.1 Because 1 Defendant effectively concedes that regardless of the outcome of this motion, this case will continue, because Bryan’s mother and father, Ruth and Ralph Kessler, are Appendix Page 16
  • 17. defendant has submitted documentary evidence as well as an affirmation regarding Jerry and Bryan’s relationship, and plaintiff is now responding in kind with documents and affidavits, defendant’s motion for partial dismiss should be deemed a motion for partial summary judgment. Fed. R. Civ. P. 12(b). In addition, plaintiff hereby cross-moves for partial summary judgment. Fed. R. Civ. P 56(a). Based on the undisputed facts, this Court should issue a judgment recognizing Jerry as Bryan’s surviving spouse, who is entitled to recovery and distribution under New York’s wrongful death law. ARGUMENT AND AUTHORITIES I. Defendant’s Motion to Dismiss Should be Treated as a Motion for Partial Summary Judgment and Denied, and Plaintiff Should be Granted Partial Summary Judgment. If a party’s motion to dismiss makes reference to evidentiary materials, as does defendant’s motion here, the court should treat the motion as one for summary judgment. Fed. R. Civ. P. 12(b). The court need not provide the parties with additional notice that a motion to dismiss will be treated as one for summary judgment when the parties chart a course for summary judgment through the submission of documentary evidence and affidavits, or when the question presented is a purely legal one. Both grounds are present here: defendant has submitted documentary evidence and an affirmation concerning the relationship between Jerry West and Bryan Kessler, and plaintiff is responding in kind. Moreover, defendant has not refuted, nor can it, the fact of Jerry and Bryan’s Massachusetts marriage, nor the fact of their more than 11-year entitled to recover under the wrongful death statute. Appendix Page 17
  • 18. committed life partnership. This Court is therefore left with a pure question of law as to whether either the Massachusetts marriage, or the nature of the couple’s committed life partnership, or both considered together, are sufficient to deem Jerry a surviving spouse entitled to distribution under New York’s wrongful death law. A third exception to the notice requirement exists where one or both parties request that the court treat the dismissal motion as one for summary judgment. Plaintiff Jerry West hereby requests that this Court treat defendant’s motion as one for summary judgment, based on the evidentiary material submitted. On a motion for summary judgment, the court must accept as true the opposing party’s evidence and any evidence of the movant that favors the opposing party. Here, in ruling on defendant’s motion, all pleadings and available evidence must be construed in the light most favorable to Jerry, as nonmoving party. If this Court does not convert the pending motion into one for summary judgment, the standards for considering a motion to dismiss are even more deferential to plaintiff: the pleadings must be construed in the light most favorable to the plaintiff, whose allegations contradicting the defendant’s documentary evidence must be accepted as true. In any event, the undisputed evidence establishes that Jerry and Bryan entered into a marriage, making them legal spouses pursuant to Massachusetts law; that they lived their lives for 11 years as spouses; and that they were recognized by family, friends, and work colleagues as spouses. Jerry is therefore entitled to partial summary judgment, permitting him to proceed, as Bryan’s spouse, with his wrongful death action against Mercy Hospital. Appendix Page 18
  • 19. II. The Massachusetts Marriage Makes Jerry a Surviving “Spouse” Entitled to Recover Under New York’s Wrongful Death Law. Defendant has confused the issues on this motion by raising a slew of red herrings concerning the legality of same-gender marriage in New York State and whether New York could refuse to recognize same-gender marriages performed in other states under the Federal Defense of Marriage Act. None of this whatsoever is relevant. Rather, what is relevant is that Jerry is a surviving “spouse,” entitled to recovery and distribution of damages pursuant to New York’s wrongful death law. New York has consistently recognized “spousal” status lawfully created in a sister state or foreign nation, regardless of whether those spouses became so in the way one would in New York, and even if the spouses could not have been married in New York. The word “marriage” is nowhere to be found in the wrongful death statute. Defendant’s analysis, which focuses on whether Jerry and Bryan could have married in New York, therefore misses the mark entirely. Rather, Jerry and Bryan’s status as spouses, by virtue of their Massachusetts marriage, should be recognized under New York law, and Jerry’s wrongful death action should be permitted to proceed. A. New York Recognizes Spousal Unions if Legal in the State Established, Whether or Not Permissible if Contracted in New York. New York courts generally recognize spousal unions that were validly created in sister states and foreign nations. So-called “common-law marriages,” pursuant to New York statute, are not recognized as marriages at all in New York, and cannot be established in New York. See N.Y. Dom. Rel. Law § 11. “It has long been settled law that . . . a common-law marriage contracted in a sister State will be recognized as valid here if it is valid where contracted.” E.g., Mott v. Appendix Page 19
  • 20. Duncan Petroleum Trans, 414 N.E.2d 657, 658-59 (N.Y. 1980) (citing cases) (extending Workers’ Compensation spousal death benefit to survivor of “common- law marriage”). Moreover, New York has even extended spousal recognition to relationships that neither fulfilled the statutory prerequisites for creation in New York nor involved travel to a state that recognized common-law marriages, if the parties did nothing more than have a ceremonial wedding without a marriage license. See In re Gruntfest’s Will, 7 A.D.2d 1005 (N.Y. Sup. Ct. App. Div. 1959) (ceremonial marriage, even without marriage license, created right to take an intestate share against provisions of will of decedent). New York thus has a long history of extending all the legal benefits, protections, and rights of marriage to relationships that are not “marriages” at all in the traditional sense or under New York statute. With the parties to “common-law marriages” having failed to take any of the formal, legal steps toward marriage, these relationships have much less in common with traditional, formal marriage than do Massachusetts same- gender marriages, which require the parties to follow a set of procedures identical to those required for a traditional marriage, working with precisely the same government agencies, and resulting in a relationship that has precisely the same legal responsibilities, benefits, and protections as traditional marriage. Indeed, other than the gender of the parties, the only real difference between same-gender marriages and traditional marriages is the label used to identify each. New York has also extended “spousal” or “marriage” recognition to marriages if valid where created, even though the parties could not have married in Appendix Page 20
  • 21. New York. See, e.g., In re May’s Estate, 305 N.Y. 486, 114 N.E.2d 4 (1953) (recognizing marriage between uncle and niece, prohibited by New York statutory law but validly created in Rhode Island); cf. Bronislawa K. v. Tadeusz K., 90 Misc. 2d 183, 393 N.Y.S.2d 534 (N.Y. Fam. Ct. 1977) (holding that previous undissolved religious marriage in Poland was not valid under Polish law, so that present marriage in New York was valid and not bigamous). In short, with certain narrow exceptions involving marriages that are “abhorrent” and “repugnant” to New York public policy, New York has extended comity to the laws of other jurisdictions and has recognize spousal relationships validly created in those jurisdictions, regardless of whether they could have been created in New York. B. Based on the Plain and Unequivocal Terms of the Marriage Law, Jerry and Bryan were “Spouses.” It is clear that New York recognizes spousal relationships validly created in other jurisdictions, and Jerry and Bryan took the significant step of entering into a marriage in Massachusetts. Thus, Jerry and Bryan were validly “spouses,” and pursuant to the law of a sister state, Jerry is Bryan’s surviving “spouse” who is entitled to recovery and distribution of any damages obtained pursuant to a wrongful death action. This Court should give full effect to the plain and unambiguous legal “spousal” status that Jerry and Bryan entered into, along with its practical and legal significance. See West Aff. ¶ 5. Defendant’s heavy reliance on New York common law is misplaced. New York cases decided before the Massachusetts Supreme Judicial Court declared in 2003 that same-gender marriages would be recognized in Appendix Page 21
  • 22. no way suggest that either New York law or public policy would forbid recognition of same-gender marriages. Their analyses and holdings, therefore, including their dicta as to whether same-sex couples could legally marry in New York are entirely irrelevant to the legal issues presently before this Court. Furthermore, in Raum, 675 N.Y.S.2d at 344, the majority and dissenting opinions expressed conflicting views as to whether a provision disqualifying certain surviving spouses from recovering under the wrongful death and intestacy laws includes an implicit definition of “spouse.” Under either view, however, given the undisputed facts, Jerry meets the definition of a surviving spouse under the wrongful death statute. The majority construed N.Y. Est. Powers & Trusts Law § 5-1.2 as an implicit definition of “surviving spouse” to include “[a] husband or wife.” See Raum, 675 N.Y.S.2d at 344. Assuming arguendo that the Raum majority was correct, Jerry qualifies as a “husband” and therefore as a “surviving spouse,” entitled to recovery under New York’s wrongful death law based on the Massachusetts marriage law. The Raum dissent had the stronger argument, however, pointing out that N.Y. Est. Powers & Trusts Law § 5-1.2 does not purport to be definitional. 675 N.Y.S.2d at 345 (Rosenberger, J., dissenting). The dissent argued that the section should not be stretched beyond its intended purpose of disqualifying spouses who have abandoned, divorced, or separated from decedents to limit the meaning of “spouse” to include only a “husband or wife.” Id. Regardless, Jerry is both a surviving “husband” and a surviving “spouse,” and therefore is entitled to wrongful death recovery in New York under either reading of the provision. Jerry and Bryan entered into the most protective legal relationship possible for Appendix Page 22
  • 23. same-sex couples in this country, a Massachusetts marriage, precisely to create and secure their legal status as spouses. Defendant does not contend that Jerry and Bryan’s legal process of becoming spouses under Massachusetts law was defective, void, or voidable in any way under the Massachusetts law. Significantly, Jerry and Bryan went to these great lengths to protect their relationship and each other, precisely so that each would be legally recognized as the “spouse” of the other under such unforeseeable and tragic circumstances as now face this Court. C. Comity Principles Require New York to Recognize that Jerry and Bryan Were Spouses. Jerry and Bryan satisfied all the legal requirements to become spouses under Massachusetts law. Throughout this nation’s history, New York, like every other state, almost automatically has accorded legal recognition to spousal bonds created in sister jurisdictions and foreign nations. There is no legal or rational basis for a different outcome in this case. Indeed, there is absolutely no authority in New York specifically preventing recognition of Jerry and Bryan’s spousal relationship lawfully entered into in a sister state. Moreover, plaintiff is not aware of a single New York case in which New York has denied legal recognition to a spousal union that two fully informed and consenting adults, unrelated by blood, legally entered into in the place where the union was celebrated. Instead, defendant argues that this Court must adopt an unreasonably strict standard, unsupported by case or statutory law, for recognition of Jerry and Bryan’s validly created bond as spouses. Specifically, defendant contends Appendix Page 23
  • 24. that Jerry could not be a surviving “spouse” entitled to state a claim for his pecuniary loss due to Bryan’s wrongful death, because Jerry and Bryan could not have been “married” in New York. See Defendant’s Motion for Partial Dismissal at 2 (arguing that Jerry and Bryan could not have married in New York, and assuming, without discussion, that their purported inability to do so in New York establishes that their undisputed legal marriage in Massachusetts should not be recognized in New York). Defendant presents an entirely erroneous standard for New York’s recognition of spousal relationships created in sister jurisdictions. 1. New York Extends Comity to the Legal Acts of Other States and Nations. The standard is not, as defendant suggests, whether the relationship could have been created in New York. Quite the contrary, the general rule under comity is that New York will confer recognition upon spousal relationships which never could have been legally created in New York, even where New York law expressly forbids their creation in New York, as long as the spousal bond was legally created in the place where the relationship was celebrated. See, e.g., In re May’s Estate, 114 N.E.2d 4, 6 (N.Y. 1953). 7 Defendant’s argument on the question of whether same-gender marriages can be performed in New York is therefore irrelevant to the pending motion. Only two exceptions exist to the general principle extending recognition to spousal unions that were valid where created: (1) if New York law specifically prohibits recognition of such spousal relationships when created outside New York; and (2) if recognition of the spousal bond would be offensive to the public sense of morality to an abhorrent degree. See, e.g., May’s Estate, 114 N.E.2d at 7. Neither Appendix Page 24
  • 25. has any application to this case. Notably, New York law does not expressly forbid the 7 creation of a spousal relationship between two persons of the same sex, but even if it did, under well-settled principles of comity, that prohibition would not preclude recognition of Jerry and Bryan’s spousal bond. In May’s Estate, the New York Court of Appeals noted that while other states have enacted laws to preclude recognition of certain kinds of marriages, even if valid where created, New York has not done so. Thus, the first exception still has no application in New York. With respect to the second exception, the New York Court of Appeals has recognized only two classes of spousal unions that have been deemed so “abhorrent” to New York public policy that New York law refuses to recognize them even if valid where celebrated: (1) cases involving polygamy, or (2) incest in a very close degree of consanguinity. May’s Estate, 114 N.E.2d at 6. Moreover, the Court affirmed a judgment recognizing a marriage between an uncle and a niece, despite a specific prohibition against such marriages in New York, despite the parties’ domicile in New York, and despite their undisputed effort to avoid the New York prohibition by traveling to a sister state that permitted the marriage. Id. at 5-7. Though incestuous, and though specifically forbidden from being created in New York, the degree of consanguinity did not make the relationship so “abhorrent” to New York public policy as to deny recognition. Neither exception to the general rule extending recognition to spousal unions applies here. New York has no specific statute forbidding a same-sex marriage or spousal union, and as discussed below, far from being “abhorrent” to New York public policy, Appendix Page 25
  • 26. legal recognition of lesbian and gay families is entirely consistent with and even mandated by New York public policy and law. For purposes of New York’s wrongful death law, the question is whether New York should give comity to a sister jurisdiction’s conferral of legal “spousal” status, not whether it should give comity to a sister jurisdiction’s conferral of “marriage.” Moreover, when states encounter a legal entity that they do not recognize under their own law, they consistently treat that entity as the closest analogue under their own law. Thus, as discussed above, New York does not permit so-called “common-law marriages,” which are quite distinct from traditional marriages and involve none of the formal, written, and ceremonial procedures required for traditional marriages. Nevertheless, New York treats “common-law marriages” that have been validly created under the law of a sister jurisdiction as their closest analogue, full-fledged “marriages.” Likewise, New York has treated “proxy marriages,” which do not exist in New York, as full-fledged marriages. With spouses to a marriage assuming all the same responsibilities, and entitled to all the same benefits and protections as spouses in a traditional marriage, treating a Massachusetts marital union as a marriage in New York is entirely warranted. Yet this Court need not go even so far. Regardless whether same-gender marriages are regarded as the legal and functional equivalent of heterosexual marriage in all respects, the issue under New York’s wrongful death law is not whether the parties are married, but whether they are spouses. Because “spouse” is a legal concept that is just as well defined under New York law as it is under the law of Massachusetts, and with virtually identical meanings, this Court need not seek the New York Appendix Page 26
  • 27. analogue for a Massachusetts “spouse.” Principles of comity require that Massachusetts spouses be treated as their New York equivalent – New York spouses, entitled to (among other protections and benefits) recovery under the wrongful death law. 2. Far from Preventing Recognition of Same-Sex Spouses Married in Massachusetts, New York’s Public Policy Supports Recognition of such Bonds. Any public policy exception to the comity doctrine requires not merely that the relationship could not have been initially created in New York, but that recognition of it be “repugnant” and “abhorrent” to New York public policy. See, e.g., May’s Estate, 114 N.E.2d at 7. Recognition of the parties to a Massachusetts marriage as “spouses” under New York’s wrongful death law is not “repugnant” to New York public policy. Indeed, contrary to defendant’s argument, far from having any public policy that would prevent recognition of same-sex relationships legally contracted in a sister state, New York public policy supports recognition of these relationships. This should be especially clear within the context of the wrongful death statute. The purpose of New York’s wrongful death statute is to compensate those whom the deceased normally would have assisted for the pecuniary benefits that they would have received had the deceased lived. See Shu-Tao Lin v. McDonnell Douglas Corp., 742 F.2d 45, 51 (2d Cir. 1984). In addition, like the tort law generally, the wrongful death statute is intended to punish tortfeasors and, specifically in the medical malpractice context, deter conduct that falls below the accepted standards of medical care. See Kogan v. Dreifuss, 571 N.Y.S.2d 314, 316 (N.Y. Sup. Ct. App. Div. 1991); see also Raum v. Restaurant Appendix Page 27
  • 28. Assocs., Inc., 675 N.Y.S.2d 343, 347 (N.Y. Sup. Ct. App. Div. 1998) (Rosenberger, J., dissenting) (summarizing the goals of the wrongful-death statute). Excluding same-sex spouses would not advance any of these purposes; indeed, it would undermine all of them while giving a windfall to a tortfeasor. Moreover, excluding same-sex spouses from wrongful death recovery would violate New York’s well-established public policy against sexual orientation discrimination. The exclusion would impose all these harms while failing to promote any legitimate state or societal interest. New York State’s courts have been among the nation’s leaders in an evolving public policy that increasingly recognizes the civil rights of lesbian and gay people, supports legal recognition of their relationships, and opposes sexual orientation discrimination. Indeed, in the past two decades, no less than four New York Court of Appeals’ decisions affecting lesbian and gay rights support the proposition that same-gender couples, especially those in long-term committed relationships, are entitled to legal recognition and protections similar or equivalent to those extended to married couples. To give full effect to the underlying purpose of state laws, to ensure fairness and justice for lesbian and gay couples and families, and to avoid discrimination against them, New York’s courts often construe statutes quite broadly. Indeed, nearly thirty years ago, the New York Court of Appeals rejected the argument that recognition of the civil rights of lesbian and gay individuals contradicts New York public policy. See Gay Activists Alliance v. Lomenzo, 293 N.E.2d 255 (N.Y. 1973) (compelling acceptance of Gay Activists Alliance’s certificate of incorporation, despite Secretary of State’s assertion that organization’s purposes violated public policy). Appendix Page 28
  • 29. New York’s courts have not been the only branches of New York government to affirm the equal rights of the State’s gay and lesbian citizens. Recently, New York became the thirteenth state in the nation to pass statewide legislation barring discrimination based on sexual orientation. Further, the law bars New York State, its agencies, and its subdivisions from discriminating based on sexual orientation with regard to a person’s “civil rights.” Moreover, long before the passage of this legislation, New York State public policy strongly supported the civil rights of lesbian and gay people. In November 1983, then-Governor Mario Cuomo issued an Executive Order barring sexual orientation discrimination by all state agencies and departments in employment and “in the provision of any services or benefits.” See 9 N.Y.C.R.R. § 4.28. In that Executive Order, the Governor “announce[d] freedom from [sexual orientation] discrimination as the policy, not just of the Department of State but of this entire State government.” Id. In extending the Cuomo Executive Orders barring employment discrimination by the state on the basis of sexual orientation, Governor Pataki took the statement of policy one step further to declare not only that state government opposes sexual orientation discrimination, but also that “it has been, and remains, the policy of this state not to discriminate on the basis of sexual orientation.” 9 N.YC.R.R. § 5.33 (Executive Order No. 33, issued April 9, 1996) (emphasis added); see also 9 N.Y.C.R.R. §§ 5.10, 5.12 (Pataki Executive Orders, issued April 1995, barring sexual orientation discrimination in screening of candidates to becomes judges, district attorneys, and sheriffs). Further, the state has promulgated regulations to implement Appendix Page 29
  • 30. housing and adoption laws recognizing lesbian and gay relationships and to prohibit adoption agencies from rejecting petitions solely based on sexual orientation. See 9 N.YC.R.R. §§ 2104.6, 2204.6, 2500.2, 2503.5, 2520.6 (succession rights of unmarried life partners); 18 N.Y.C.R.R. § 421.16(h)(2) (regulating adoption). On June 23, 2000, the New York Senate passed a hate crimes law that enhanced penalties for bias-motivated crimes, including those motivated by anti-gay bias, 11 years after the New York Assembly had first approved the bill. See N.Y. Penal Law § 485.05 (hate crimes provision). The benefits and protections extended to lesbian and gay people who lost life partners in the terrorist attacks on September 11, 2001, is further proof of New York’s public policy in favor of recognizing such relationships. In an Executive Order following the September 11 tragedy, Governor Pataki concluded that the State Crime Victims Board (“SCVB”) should extend the benefits of a “spouse” to domestic partners, a change that the SCVB reportedly then made permanent. State of New York Executive Order No. 113.30); www.prideagenda.org/pressreleases/pr-10-17-02.html. Furthermore, on August 20, 2002, the New York Legislature extended the Workers’ Compensation “spousal death benefit” to domestic partners (including lesbian and gay domestic partners) of the victims of the September 11 attacks. N.Y. Workers’ Comp. Law § 4 (2002) (domestic partner of employee killed in 9/11 terrorist attacks “shall . . . be deemed to be the surviving spouse of such employee for the purposes of any [Workers’ Compensation] death benefit . . . .”) (emphasis added). Appendix Page 30
  • 31. 3. The Federal Defense of Marriage Act, which Permits States to Allow and Recognize Same-Sex Marriages and Spousal Bonds, in No Way Forbids Such Recognition, and Otherwise Has No Bearing on this Case. The so-called federal “Defense of Marriage Act” (“DOMA”), upon which defendant relies heavily, in no way undermines the argument for New York’s recognition of Jerry and Bryan’s spousal union. While DOMA purports to permit individual states to refuse to recognize same-gender marriages performed in any other state, see 28 U.S.C. § 1738C (2002), it by no means prohibits states from recognizing such marriages. See 1996 U.S. Code Congressional & Admin. News 2905, 2929. Significantly, New York has declined to adopt any statutory language erecting obstacles to either the creation or the recognition of same-gender marriages or spousal bonds. In the absence of any such state statute, especially when DOMA expressly permits states to enact them and a majority of states have done so, evidences the New York Legislature’s intent not to hinder state recognition of spousal bonds that same- gender couples legally create in sister or foreign jurisdictions. The additional New York principle that recognition should be broadly extended to any spousal relationship legally created between two parties in a sister jurisdiction and not in gross violation of New York public policy supports full recognition of same-sex spousal bonds created through Massachusetts marriages. New York courts have always resolved cases regarding New York’s recognition of spousal bonds created in sister or foreign jurisdictions by relying on state-law based principles of comity, generally without resort to United States Constitution’s Full Faith and Credit Clause. In arguing that Full Faith and Credit does not require this Court to Appendix Page 31
  • 32. recognize Jerry as a “surviving spouse,” defendant has once again missed the point. State-law comity principles require New York’s recognition of Jerry and Bryan’s spousal relationship, regardless whether Full Faith and Credit would also require such recognition. Because comity resolves the issue, this Court need not (and should not) delve into federal constitutional Full Faith and Credit concerns. III. New York Law Requires that the Court Respect the Reality of Jerry and Bryan’s Lengthy, Committed Spousal Relationship Even if this Court were to conclude that the Massachusetts marriage by itself does not make Jerry a surviving “spouse” entitled to distribution under New York’s wrongful death statute, New York common law supports recognition of Jerry and Bryan as spouses based on the totality of their more than 11-year committed, loving, and mutually supportive relationship. The New York Court of Appeals has provided a viable framework for determining whether same-gender couples should be entitled to the legal benefits and protections that married couples receive, which New York courts have been implementing ever since. Although the specific holding in that case was that the same- sex life partner of the deceased tenant in a rent-controlled apartment was a “family member” entitled to succession rights, at least three New York courts have applied the same principles to recognize same-sex couples as spouses under New York law. Far more than entering into a Massachusetts marriage, Jerry and Bryan took every step available to them under the law, with their employers, with their family and friends, and in society generally to legalize, formalize, and protect their relationship and to have recognized precisely what plaintiff asks this Court to recognize: that Jerry and Bryan were spouses in a long-term committed relationship. In the pending case, Jerry and Appendix Page 32
  • 33. Bryan’s relationship easily satisfies all of the relevant factors that entitle Jerry, as survivor, to legal protection and benefits under the standard recognized by the New York Court of Appeals. Jerry and Bryan legally formalized their relationship in almost every way possible, not only by becoming spouses through a formal legal marriage in Massachusetts, but by executing wills, designating one another sole beneficiary and sole executor of the other’s estate, and securing health care proxies, life insurance policies, and joint listings on their leases. The couple’s dedication, caring and self-sacrifice were evident to the day of Bryan’s death and beyond. If ever there were a case where equitable principles should be applied to permit same-sex partners to be recognized as “spouses,” this is certainly that case. Despite their youth and their health, Jerry and Bryan availed themselves of every available opportunity to cloak their relationship and each other with legal protection and recognition, and they solemnized their relationship in the sole U.S. jurisdiction that has expressly recognized the validity of same-sex marriages, as opposed to statutory constructs such as domestic partnerships and civil unions, which are often created solely for the purpose of preserving the traditional marriage relationship for heterosexual couples. It is well settled in New York that courts have the equitable power to grant a person the powers, protections, benefits, and privileges of a close family members, including a “spouse,” even where no formal legal instrument or necessary biological relationship otherwise exists to create the protected relations. Yet in contrast to the parties to whom New York courts have accorded full legal Appendix Page 33
  • 34. recognition as next of kin, Jerry and Bryan did have a formal legal instrument – their marriage – that legally made them spouses and makes Jerry the surviving spouse of Bryan. Where an equitable and economic understanding of the real relationship between the parties has been sufficient to extend full legal protections, it would be particularly irrational and unjust to deny Jerry recognition of his formal, legal status as Bryan’s marital spouse. IV. To Preclude Jerry from Seeking Recovery for Wrongful Death Would Violate His State Constitutional Right to Equal Protection. As discussed above, Jerry is entitled to recognition as a “surviving spouse” under a literal and correct reading of New York’s wrongful death law, well-settled principles of state-law comity, and application of a functional definition of the term “spouse” under state law and relevant precedent. However, if this Court were to reject this well- established authority and precedent and conclude that plaintiff is not a “surviving spouse” under the wrongful death statute, plaintiff nonetheless must be afforded all the benefits and protections of a spouse (including the right to recovery under this wrongful death suit) based on his right to equal protection under the laws pursuant to New York State’s Constitution. N.Y. Const. art. I, § 11.. New York’s Court of Appeals has interpreted both fundamental rights and equal protection as being more expansive under New York’s State Constitution than under the United States Constitution. New York courts therefore have extended certain constitutional protections that federal courts have declined to find under federal constitutional law. See, e.g., People v. Kern, 75 N.Y.2d 638, 554 N.E.2d 1235, 555 N.Y.S.2d 647 (1990) (rejecting federal standard and using more stringent state Appendix Page 34
  • 35. constitutional standard to find that peremptory challenges to exclude jurors of particular race violate Equal Protection Clause of New York Constitution). That defendant’s interpretation of the statute would also exclude unmarried different-gender couples does not save it from constitutional infirmity. Unmarried different-sex couples have the ability to marry, but have chosen not to do so. In stark contrast, to date, no same-sex couple has succeeded in obtaining a marriage in New York. Thus, if defendant’s view were to prevail, partners in same-gender couples would face an insurmountable barrier to protection under the wrongful death statute that partners in different-gender couples do not face. Courts have struck down laws that, while ostensibly neutral on their face, result in de facto discrimination by failing to take into account the differing circumstances of particular groups. See Anderson v. Celebrezze, 460 U.S. 780, 801 (1983); Council of Alternative Political Parties v. Hooks, 121 F.3d 876, 882-83 (3d Cir. 1997). Jerry and Bryan went to great lengths to do everything possible to secure all the protections, benefits and responsibilities of being legal spouses. In light of this fundamental difference, any contention that Jerry and Bryan are treated in a manner similar to heterosexual unmarried couples glosses over the basic legal disability that places the two groups into two entirely different situations and renders any purported equation of the disingenuous at best. No legitimate state or government interest would be promoted by denying same- gender couples the right to access the law’s wrongful death remedies and protections, and incalculable harm would be imposed on same-gender couples. If defendant’s construction of the wrongful death law is accepted, the law would be interpreting the Appendix Page 35
  • 36. statute in such a way as to violate Jerry’s right to equal protection under the New York Constitution. Under those circumstances, he should be entitled to recover as if he were a surviving spouse under New York law in order to preserve those superseding rights. See People v. Kern, 554 N.E.2d 1235 (N.Y. 1990). CONCLUSION For the foregoing reasons, plaintiff Jerry West respectfully asks this Court to convert defendant Mercy Hospital of New York’s partial motion to dismiss into one for partial summary judgment, deny that motion, and grant plaintiff’s motion for partial summary judgment. As decedent Bryan Kessler’s surviving spouse, Jerry West is entitled to recover under New York’s wrongful death law. Respectfully submitted, Dated: New York, New York January 9, 2005 _______________________ ____ David Barrett, Esq. N.Y. Bar No. 513186 Grynn & Barrett, PC 419 Park Avenue South, 2 nd Floor New York, NY 10016 Appendix Page 36
  • 37. CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of this Memorandum of Law was served on the following person by depositing a copy in the United States Mail, first class postage prepaid, on the 9th day of February 2005, addressed to: Ronald Dewgoode Dewgoode, Goforth & Prosper 735 E. 3rd Ave. New York, N.Y. 00103 _________________________ David Barrett, Esq. N.Y. Bar No. 513186 Grynn & Barrett, PC 419 Park Avenue South, 2 Floor nd New York, NY 10016 Appendix Page 37
  • 38. IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NEW YORK JERRY WEST, in his Capacity as Executor ) of the Estate of BRYAN KESSLER, Deceased, ) and JERRY WEST, Individually, ) ) Plaintiffs, ) Index No: 11618/2002 ) Judge Donald Gumper v. ) ) MERCY HOSPITAL OF NEW YORK, ) ) Defendant. ) ) State of New York ) ) :ss County of New York ) AFFIDAVIT OF JERRY WEST JERRY WEST, a competent witness over the age of 21, having been duly sworn, states as follows: 1. I am the plaintiff in this action and the surviving life partner of Bryan Kessler. I submit this affidavit in opposition to the motion to dismiss filed by defendant Mercy Hospital of New York. 2. For more than fifteen years, Bryan and I were soul mates and spouses committed to one another in a loving, stable, and committed life partnership. We loved each other as deeply as it is possible for a couple to love each other. We did everything possible to formalize, legalize, and protect our relationship and our lifelong commitment to each other. Appendix Page 38
  • 39. 3. Bryan and I were introduced to each other by mutual friends on September 14, 1993. At that time, Bryan was 32 and I was 27. Eight months after we met, we moved in together. We lived together as a couple in a committed life partnership for the rest of Bryan’s life. 4. By Spring 2004, Bryan and I had lived together as a couple for almost eleven years. A few weeks before Massachusetts began to issue marriage licenses to same-sex couples, Bryan asked me if I would marry him in Massachusetts. With great enthusiasm, I agreed to do so. 5. As a lawyer, Bryan understood the legal implications of entering into a formal marriage relationship. Once he explained them to me, we were both eager to finally obtain legal recognition of our relationship as spouses, with the same benefits, protections, and responsibilities as spouses in a traditional marriage. 6. On February 22, 2004, Bryan drove to Provincetown, Massachusetts to search a suitable place for our wedding and a local official to perform the ceremony. 7. A week or two later, Bryan and I drove to Provincetown together and decided on a hotel for the wedding and the reception. Having already waited for almost eleven years, we were eager to have the ceremony and become legal spouses as soon as possible. We reserved a suite for our ceremony and began making other arrangements for our wedding. 8. We arranged a small but formal wedding, which was attended by some 40 extended family members and close friends. 9. We agreed to ask Alan Matzkin, our friend and Bryan’s lifelong pal, to be Best Man at our wedding. Years before, Bryan had been Alan’s Best Man at Alan’s Appendix Page 39
  • 40. wedding. 10. On May 19, 2004, just two days after same-sex marriages became legal in Massachusetts, Bryan and I had our wedding in Provincetown, Massachusetts. Our Massachusetts Marriage License and Certificate are a matter of public record, and they were signed and dated by the local magistrate on May 19, 2004. 11. At the wedding ceremony, which was videotaped by my cousin’s spouse, and witnessed by the local magistrate and our family and friends, each of us took identical vows to the other, stating: I [Bryan /Jerry], take you [Jerry/Bryan], to be my lawful wedded spouse, to have and to hold from this day forward, for better, for worse, for richer, for poorer, to love and to cherish, so long as we both shall live. 12. After exchanging vows, we exchanged wedding bands as a physical symbol of our joining together as spouses. With the exchange of rings, we each said to the other: “With this ring, I marry you.” It was always our understanding that in entering into a civil union, each of us accepted the same legal responsibilities, and the same legal protections and benefits, as spouses in a traditional marriage relationship. For us, it was legal recognition of the loving and committed life partnership we had been sharing for more than a decade. 13. When we first met in 1993, Bryan was a young lawyer. He was a 1986 graduate of Case Western Reserve Law School. After graduation, he lived in Eastchester, New York, commuting daily to work at a small Manhattan law firm. At that time, I was living in Prospect Park, New Jersey, just getting my own career underway as an insurance claims representative. Bryan and I saw each other at least every weekend, usually in Manhattan. Appendix Page 40
  • 41. 14. Less than three months after we met, in December 1993, Bryan spent Christmas with me in Prospect Park, New Jersey. For the next six months, he visited me every weekend, commuting from Eastchester, New York to Prospect Park, New Jersey. 15. In June 1994, Bryan proposed that we move in together. He found a small apartment he could afford in the Bronx, and we moved in together the weekend of July 4, 1994. From then until Bryan’s untimely death, we lived together at various addresses in New York and New Jersey. 16. Because Bryan was a lawyer with a Manhattan law firm, his income was substantially greater than mine. Consequently, he paid almost all of our bills, including our rent, for the first several years. 17. In September 1995, Bryan took a new job as a commercial litigation associate with the Manhattan office of Pell, Mell & Bewilder, a San Francisco-based law firm. He continued to work there until the spring of 1998. 18. During Bryan’s nearly three years working at Pell, Mell & Bewilder, I was introduced to many of his colleagues as his life partner, and we became friends with several of them. 19. Gradually, our respective families became more accepting of our relationship, and eventually they came to embrace us as spouses and members of the respective other’s family. 20. Bryan first met my parents, who live in Buffalo, New York, in the summer of 1995, and we saw them about once a year after that. 21. I met Bryan’s parents within a few months after the beginning of our Appendix Page 41
  • 42. relationship, and we spent Thanksgiving with them in November 1994. Bryan and I often invited his family over for dinner, and we spent many major holidays together. 22. Although I was raised Catholic, I always enjoyed spending the Jewish holidays with Bryan’s family, and I was glad they welcomed me for these and many other occasions. Bryan and I got together with his family for almost every Passover Seder, Rosh Hashanah, Yom Kippur, Sukkoth, and Hanukah. 23. Bryan and I both became very fond of our niece Sarah and nephew Daniel, the children of his brother Elliot and his wife Laura. We often talked about the possibility of having children of our own. We even discussed the possibility of my converting to Judaism if we did have children, so we could raise our children in the Jewish faith, which was important to Bryan and his family and therefore to me. Although we never had the opportunity to have children, we were grateful to have such a close relationship with our niece and nephew and to spend so much time with them. 24. In January 1997, Bryan and I moved to Westfield, New Jersey, so that I could accept a new position as an insurance underwriter in New Jersey. Bryan continued to commute daily to work in Manhattan. Although we were living much farther away from his family than before, we continued to see them at least several times a month. Over the years, as I was increasingly accepted as a member of his family, I also embraced Bryan’s family as my own. 25. In April 1998, I was offered a management position in Saddle Brook, New Jersey with my insurance company, which I hoped might lead to becoming a Appendix Page 42
  • 43. full-fledged independent agent. Bryan and I both saw this as an important opportunity. We therefore moved to Saddle Brook. 26. Around the time of that move, Bryan left Pell, Mell & Bewilder and began working as a solo practitioner. Over the next 6 1/2 years until his death, as he continued his litigation practice, he also spent an increasing amount of time helping me succeed in my insurance business, using his skills in law, business, and marketing. His contributions were enormously valuable, and working together, we became a family business. 27. From October 1998 until June 2000, I went through intense training programs, taking classes and tests; visiting and assisting numerous independent agents; and undergoing company evaluations to eventually become an independent insurance agent. During that time, I also worked full time as an agency consultant, assisting independent and trainee agents throughout Nassau County in retaining and expanding their client base and handling the related agency documentation. 28. This 20-month period was grueling and difficult for me, and Bryan was a supportive spouse in every possible way: emotionally, personally and professionally. He helped me with my writing assignments, and he advised me how to position myself strategically to improve my chances of becoming an independent agent. He was also there to provide love and emotional support whenever I needed it. 29. After I became a trainee agent in July 2000, Bryan was instrumental in helping us obtain enough business as an insurance agency and build what we considered our family business. Appendix Page 43
  • 44. 30. Indeed, within my one-year “trial period” as a trainee agent from July 2000 to July 2001, Bryan and I had to meet certain quotas set by the parent company in order to become an independent contractor insurance agency. During this period, almost all members of Bryan’s family purchased insurance from us to help us meet our quotas, and I remain extremely grateful to them for coming to our assistance in a way that we could only expect of family. 31. Moreover, in June 2000, Bryan’s uncle, Arthur Penn, whom I always thought of as my own uncle as well, loaned what was to Bryan and me a substantial sum to help us set up our insurance agency. To me, this was yet another example of Bryan’s family treating me like a member of their own. 32. Bryan was a quick study, and by December 2000, he became licensed as a “sub-agent” to sell all lines of insurance coverage: automobile, fire, life, and health. 33. By 2001, Bryan had become a full-time contracted employee agent with our family business, and something of an expert in insurance. He was our “marketing guru,” helping us obtain business that I never would have been able to obtain on my own. He used his legal knowledge to help me draft letters to policyholders and people in the parent company, negotiate and then close on a lease for my office, set up an independent insurance agency, and set up and train our agency staff. 34. In addition, Bryan arranged for us to have tables at various town events and shows promoting our business. He arranged all newspaper and magazine advertisements and drafted letters to our parent company explaining our Appendix Page 44
  • 45. advertising strategy. He attended all seminars sponsored by the parent company, which saw Bryan as a key player in the success of our family agency. He ordered all marketing material for the promotion of the agency, and was instrumental in helping me become an active Chamber of Commerce member, because he knew that it would benefit our family business. 35. Right up until the time of his death, Bryan was continuing to assist the development of our family insurance business in these and many other valuable ways. 36. As a lawyer, Bryan was concerned about the lack of legal protections that we had in the absence of being legal spouses. Beginning in the mid-1990’s, both of us would read about extended families excluding same-sex life partners from decision making regarding the healthcare of a physically or mentally incapacitated individuals. 37. We also read and were concerned about stories regarding extended families of deceased persons disrespecting same-sex surviving partners, legally evicting them from their longtime homes, excluding them from decisions about funeral arrangements, and denying them access to the couples’ joint possessions and property registered under the deceased partners’ names. 38. In 1998, Bryan and I decided to take legal steps to protect our life commitment. One of his fellow law associates prepared health care proxies for us, and we had them fully executed to ensure that we would be able to make healthcare decisions for each other in case of any emergency. As of 1998, we still had almost no assets, so we decided the expense of obtaining wills was not justified. Appendix Page 45
  • 46. 39. Beginning in 1999, we each purchased life insurance for the first time in our lives, and Bryan and I consistently designated each other as “primary” and “direct” beneficiaries of each other’s life insurance policies. 40. Our homeowners’ insurance policy, by listing us jointly, evidenced that we were joint owners of all our property. 41. Likewise, we are jointly named in our Personal Liability Umbrella Policy, evidencing joint and intermingled financial obligations. 42. In December 1999, just before leaving on a trip for Iceland, and prompted by “Y2K”-related concerns about flying at that time, Bryan and I finally made out wills, naming each other sole beneficiaries and executors of each other’s estates. At the same time, we updated our health care proxy designations, by which we each designated the other as sole health care agent. 43. After Bryan’s death, as Executor of his Estate, I had to deal with a mountain of papers at the most difficult and grief-stricken time in my life. 44. At different times in our relationship, Bryan and I each took greater or lesser responsibility for our overall expenses, depending on our respective incomes. Early in the relationship, I was almost completely financially dependent on Bryan, but over the years, we became financially interdependent. On our leases from Harrison, New York; Westfield, New Jersey; Massapequa Park, New York; and Saddle Brook, New Jersey, both our names were listed, reflecting that we were jointly responsible for our single biggest expense, the cost of our living space. 45. On Christmas morning 2000, when Bryan and I were getting ready to go spend the day with my aunt in New Jersey, just as we had on Christmas in Appendix Page 46
  • 47. previous years, we received an unexpected call from Bryan’s brother Elliot with tragic news: Bryan’s maternal uncle, Arthur Penn, only 61 years old, had suffered a heart attack in his sleep and had died earlier that morning. 46. Understandably shocked, Bryan sat on the living room stairs and cried. It was one of the only times I ever saw Bryan cry. I wanted to support him in every way I could. 47. On November 12, 2004, I received a call at my office from a doctor at Mercy Hospital. He told me that Bryan had been struck by a car and was there in the hospital. I immediately became very upset and worried, but then I heard Bryan shout in the background: “Tell him I’m okay! I’m okay!” 48. I demanded to speak with Bryan, and the doctor put him on the phone. Bryan told me that he was okay, that a car had hit him, and his leg was broken. He asked me to bring him his wallet, which he had left at home. 49. Bryan told me that I was the only person that he had asked the hospital to call. I therefore called his brother Elliot, who works in Manhattan not far from Mercy Hospital, and Elliot in turn informed Bryan’s other close family members. 50. When I arrived at the hospital, Bryan was on his way into the surgery room. He had given his brother Elliot a handwritten note to give me. It read as follows: Jerry: I’m going under. I haven’t had a chance to see you. I love you. Appendix Page 47
  • 48. I’ve made my life in your heart. Bryan 51. When I told the staff at the hospital that I was Bryan’s life partner, they let me go up to the operating room to meet the surgeon and the anesthesiologist. Indeed, throughout Bryan’s remaining time alive, the Mercy Hospital staff treated me as the spouse that I am. 52. In the operating room, Bryan, the surgeon, the anesthesiologist, and I decided together that Bryan should have general anesthesia before the surgery. I stayed in the operating room until the doctors told me that I had to leave. I then kissed Bryan goodbye, and went to wait until after the surgery was over. 53. At approximately 1 a.m., early on November 13, 2004, Bryan came out of surgery, still groggy from the anesthesia. His brothers, Jeremy and Elliot, and I were waiting for him in the waiting area. When the nurses finally let us into his room, Bryan looked up and said to me, “Hello, sweetheart.” He then greeted his two brothers. 54. Jeremy, Elliot, and I stayed with him in the hospital until approximately 2 a.m. that night. 55. On November 13, 2004, I returned at approximately 11 a.m. or noon. During the day, many family members and friends came to visit Bryan. As they came and left, I stayed the entire time. 56. Bryan’s mother, Ruth Kessler, was in Florida. When she called to ask whether she should come up, Bryan told her that it was just a broken leg, and she should stay in Florida. Over the years, I have had the privilege of getting to know Bryan’s wonderful mother quite well, and I predicted aloud that she would return from Florida to Appendix Page 48
  • 49. see Bryan. In fact, the next day, she did arrive in the hospital. 57. I stayed in the hospital with Bryan that day until approximately 11 p.m. When I went home, I was the last to leave him. He was scheduled for a second surgery the next day. 58. On November 14, 2004, the day of Bryan’s second surgery, I again returned to the hospital at approximately 11 a.m. or noon. Again, many of Bryan’s relatives came to visit. During the day, I went to buy him supplies, like paper cups, to make him more comfortable. Otherwise, I did not leave the hospital. 59. In the early evening of November 14, Bryan was brought in for his second surgery. Other than the medical staff, I alone initially went in with him, and again we decided on general anesthesia. When I was told I had to leave, I kissed him on the forehead and left the room to wait for the surgery to be over. 60. At approximately 8:30 p.m., hours before Bryan returned to his hospital bedroom, a member of the medical staff told Bryan’s mother, his brother Jeremy, and me, who were waiting together in Bryan’s hospital bedroom, that the surgeons had successfully closed the wound, that the surgery was a clean success, and that Bryan would be able to return home on November 18. With this good news, at approximately 9:00 p.m., Bryan’s mother and Jeremy returned home. I remained at the hospital with Bryan. 61. Sometime near midnight, Bryan was wheeled into his hospital bedroom. I did everything I could to make Bryan comfortable, including helping him with his glasses, brushing his teeth, and washing his face, as the orderly hooked up his intravenous drip. Appendix Page 49
  • 50. 62. I then told Bryan that I would see him the next day and kissed him goodnight. He said, “Goodnight, sweetheart.” I returned home and went to sleep. 63. On November 15, at 7:15 a.m., I awoke to a telephone call from Dr. Steven Touliopoulos of Mercy Hospital. To my complete shock, disbelief, and horror, Dr. Touliopoulos informed me that Bryan had died earlier that morning. Overcome with grief, I sat on the living room stairs and cried, just as Bryan did when his uncle died. 64. I was the first and only one that Mercy Hospital called with this news. Even in Bryan’s death, Mercy Hospital treated me as Bryan’s spouse. 65. My world was suddenly and completely shattered by this horrifying news. I cannot begin to describe the grief that overcame me. I sat on the living room stairs and cried, just as Bryan had done years earlier when his dad died. 66. When I arrived at the hospital the same morning that Dr. Touliopoulos told me that Bryan had passed away, a grievance counselor employed by Mercy Hospital was waiting to comfort me on the death of my spouse. She spent hours with me until I left the hospital. 67. Bryan’s obituary that appeared in The New York Times identified me first in the list of survivors as his spouse. 68. The e-mail sent out by my company after I advised them of Bryan’s untimely death identified him as my “life partner.” 69. I received sympathy cards from various nieces, nephews, and friends’ children, illustrating that these children understood that Bryan and I were in a lifetime relationship as spouses. 70. Bryan was the love of my life. I have never been closer to anyone. We Appendix Page 50
  • 51. had plans, goals, and dreams that I will never be able to fulfill without him. 71. I miss everything about Bryan, every moment of my life. I miss lighting the Hanukah Menorah with him. I miss him being happy watching me put up the Christmas tree. I miss him saying every morning “two more minutes” after the alarm rings, and I miss seeing him still asleep in bed 30 minutes later. I miss his love, affection, and caring, and I miss giving all those things to him. Every night, I still wait for him to walk through the door, the way he would every night, hug me, and say to our dogs, “Hellozens to the Snarkies!” 72. I buried Bryan with my tears on his face, and with the ring I gave him at our wedding placed on his heart. As he wrote in his final note to me, Bryan and I lived in each other’s hearts, and he will continue to live in mine, forever. ___________________________ Jerry West Sworn to before me this 31st day of January , 2005 _____________________________________ Notary Public My Commission Expires: September 3, 2007 Appendix Page 51
  • 52. IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF NEW YORK JERRY WEST, in his Capacity as Executor ) of the Estate of BRYAN KESSLER, Deceased, ) and JERRY WEST, Individually, ) ) Index No: 11618/2005 Plaintiffs, ) Judge Donald Gumper ) ) ORDER ON MOTION FOR v. ) DISMISSAL AND CROSS- ) MOTION FOR PARTIAL ) SUMMARY JUDGMENT MERCY HOSPITAL OF NEW YORK, ) Motion Submitted 1/31/05 ) Defendant. ) ) MEMORANDUM AND ORDER This matter comes before the court on Defendant’s Motion for Dismissal (Doc. 2) and Plaintiff’s Memorandum in Opposition and Cross-Motion for Partial Summary Judgment (Doc. 4). Because evidence has been submitted by both parties in support of their respective motions, the Court will consider the Defendant’s Motion for Dismissal as a Motion for Summary Judgment, as well as Plaintiff’s Cross-Motion. See Fed. R. Civ P. 12(b), 56(a). This is action for wrongful death and medical malpractice brought by the decedent’s surviving partner. The narrow issue presented by the motion and cross-motion is whether, under principles of full faith and credit or comity, plaintiff Jerry West’s legal status as a spouse of Bryan Kessler, in a marriage Appendix Page 52
  • 53. solemnized in the State of Massachusetts, which was sanctioned and afforded all benefits and obligations of a marriage under the laws of Massachusetts, entitles him to recognition as a "spouse" under New York's wrongful death statute. In the alternative, Plaintiff argues that his equal protection rights under the New York Constitution would be violated if this court were to construe the statutory term “spouse” so narrowly as to bar him from recovery for wrongful death. Plaintiff does not raise any derivative claim for loss of consortium. Jurisdiction and Venue Plaintiff Jerry West resides in Saddle Brook, New Jersey. Defendant, Mercy Hospital of New York, is a health care provider whose principal place of business is in New York City, Manhattan Island, New York. The amount in controversy far exceeds $ 75,000. Consequently, this court has diversity jurisdiction pursuant to 28 U.S.C. § 1332(a)(1), (c)(1). Venue is proper in this district because the defendant hospital “resides” in this forum for purposes of 28 U.S.C. § 1391. Background As background for analysis, the circumstances of Bryan Kessler’s death, as well as the circumstances of his life are reviewed. Bryan Kessler and Jerry West met on September 14, 1993 when Kessler was 32 and West was 27. They moved in together eight months later and lived together until Kessler's death in November 2004. They provided each other with health Appendix Page 53
  • 54. care proxies, named each other as the sole beneficiary on the other's life insurance policy, listed themselves as joint owners on their homeowner's insurance policy, and were the sole legatees under each other’s wills. In the year 2004, Massachusetts courts legally sanctioned same-gender marriages in the same manner as a traditional marriage. Massachusetts requires the same solemnization procedures for same-sex marriages as it does for heterosexual marriages, and the solemnization creates spouses for all purposes under Massachusetts state law. Within days after the effective date of the Massachusetts ruling, Kessler and West were married by a local magistrate in Provincetown, Massachusetts, in a formal ceremony with approximately forty family members and friends attending. Their vows included taking each other "to be my spouse.” They exchanged wedding bands; they planned to adopt children, and finally purchased a house in Saddle Brook, New Jersey. Within hours of the closing, Bryan Kessler was struck by the automobile driven by Robert Popavich, who ran down and injured 18 people in Manhattan. Having suffered a badly broken leg, Kessler was taken to Mercy Hospital in New York City, where he underwent two surgeries. Unfortunately, he died while in the hospital from an embolus of "unknown origin." The words of the decedent’s family are telling when they describe their feelings for Bryan Kessler and describe the nature of his relationship with plaintiff. First, the parents: Ruth Kessler, Bryan’s mother, knew Jerry West as her son's partner for more than 11 years. Even her grandchildren know Jerry as an uncle. As she explains, "Jerry has been Bryan’s partner in all aspects of life." They Appendix Page 54
  • 55. participated together "in all family functions" including "birthdays, anniversaries, religious events, holidays, dinners, and vacations." Plaintiff's parents, Daniel and Barbara West, worried that their son would face "prejudice, hostility, and other difficulties," and initially they did not accept his relationship with Kessler. But they changed, stating "Jerry has always loved life, but we believe he loved Bryan even more. It is as if a part of him died when Bryan died. " Jeremy Kessler, Bryan’s brother, says of plaintiff, "I . . . think of him and care for him as a family member . . . ." He related how Jerry had been a source of strength when their maternal uncle died, and how he and Bryan, knowing it would be difficult for Bryan’s mother, held the holiday Seders at their home in Massapequa, Long Island. "It was a difficult time for everyone, made easier by being in their loving home.” Elliot Kessler, another brother, states that the civil union was important to Bryan because of his "interest in adopting children.” There are additional affidavits from family. A sister-in-law, Laura Kessler, stated, "There was never a time in all those 11 years when it was just Bryan, or just Jerry. It was always Bryan and Jerry, together, spouses . . . as inseparable as any married couple could possibly be." The affidavits of other family members, cousins, aunts, godmother, echo these sentiments. Cousin Kim Marie Merritt sums up their loss, stating that since Bryan's death, Jerry "is still working to put one foot in front of the other. We are all working to put our lives back together after losing a beloved family member so young, so suddenly." Appendix Page 55