Stand Up Montana v. Missoula Co
Stand Up Montana v. Missoula Co, 2022 MT 153
Affirmed on August 2, 2022, in a 5 to 0 published opinion — 22 pages and 5,133 words .
Case
DA 21-0533
Opinion
majority
Majority
Jim Rice
22 pages · 5,133 words
Joined by
Laurie McKinnon
Beth Baker
Ingrid Gustafson
Dirk M. Sandefur
Smog Index: 10.4
Gunning Fog Score: 9.9
Coleman Liau Index: 11.4
Spache Readability Score: 5
Average Syllables Per Word: 1.6
Average Words Per Sentence: 7.7
Flesch Kincaid Grade Level: 6
Automated Readability Index: 4.2
Flesch Kincaid Reading Ease: 66
Dale Chall Readability Score: 6.5
Cited by
2025 MT 274 Matter of J.D., YINC DA 25-0073 2023 MT 116 State v. R. Hinman DA 20-0197 2023 MT 147 State v. C. Mountain Chief DA 21-0030 2024 MT 87 State v. L. Strommen DA 21-0086 2022 MT 192 Skyline Consulting v. Mortensen DA 22-0103 2022 MT 234 Netzer v. State DA 22-0109 2022 MT 237 Pfeil Acquisitions v. Gallatin Co DA 22-0158 2023 MT 244N Masolo v. Thomas DA 22-0620 2023 MT 240 Stand Up Montana v. Msla Co. Schools DA 23-0046 2024 MT 303 Cross et al. v. State et al DA 23-0572Cites to
2020 MT 247 Driscoll v. Stapleton DA 20-0295 2017 MT 276 Davis v. Westphal DA 17-0003 2021 MT 26 MSU-Northern v. Bachmeier DA 19-0692 2020 MT 82 Gendron v. Montana University System DA 19-0115 2019 MT 98 Weems v. State DA 18-0308 2008 MT 436 City of Whitefish v. Board of Flathead County Commissioners DA 08-0238 2019 MT 67 Bam v. Schifferman DA 18-0437 2006 MT 254 Benefis v. Great Falls Clinic DA 06-0240 2012 MT 201 Montana Cannabis v. State DA 11-0460 2009 MT 368 Satterlee, et al. v. Lumberman's Mutual, et al DA 08-0307 2016 MT 44 Montana Cannabis, et al. v. State DA 15-0055 2011 MT 45 Walters v. Flathead Concrete DA 10-0185 2021 MT 99 Copp v. Republican Party DA 20-0294 2017 MT 210 Copp v. Wittich DA 16-0695 2013 MT 50 State v. Hicks DA 11-0311 2018 MT 234 Matter of A.J.C., YINC DA 17-0600Full text
OCR’d from the filed PDF
Majority
Jim Rice
08/02/2022
DA 21-0533
IN THE SUPREME COURT OF THE STATE OF MONTANA
2022 MT 153
STAND UP MONTANA, a Montana
non-profit Corporation; CLINTON DECKER;
MORGEN HUNT; GABRIEL EARLE;
ERICK PRATHER; BRADFORD CAMPBELL;
MEAGAN CAMPBELL; and JARED ORR,
Plaintiffs and Appellants,
v.
MISSOULA COUNTY PUBLIC SCHOOLS,
ELEMENTARY DISTRICT NO. 1, HIGH SCHOOL
DISTRICT NO. 1, MISSOULA COUNTY,
STATE OF MONTANA; TARGET RANGE
SCHOOL DISTRICT NO. 23; and HELLGATE
ELEMENTARY SCHOOL DISTRICT NO. 4,
Defendants and Appellees.
__________________________________
STAND UP MONTANA, a Montana
non-profit corporation; JASMINE ALBERINO;
TIMOTHY ALBERINO; VICTORIA BENTLEY;
WESLEY GILBERT; KATIE GILBERT;
KIERSTEN GLOVER; RICHARD JORGENSON;
STEPHEN PRUIETT; LINDSEY PRUIETT;
ANGELA MARSHALL; SEAN LITTLEJOHN;
and KENTON SAWDY,
Plaintiffs and Appellants,
v.
BOZEMAN SCHOOL DISTRICT NO. 7;
MONFORTON SCHOOL DISTRICT NO. 27;
and BIG SKY SCHOOL DISTRICT NO. 72,
Defendants and Appellees.
APPEAL FROM:
District Court of the Fourth Judicial District,
In and For the County of Missoula, Cause No. DV-21-1031
Honorable Jason Marks, Presiding Judge
District Court of the Eighteenth Judicial District,
In and For the County of Gallatin, Cause No. DV-21-975B
Honorable Rienne H. McElyea, Presiding Judge
COUNSEL OF RECORD:
For Appellants:
Quentin M. Rhoades, Rhoades & Erickson, PLLC, Missoula, Montana
For Appellees:
Elizabeth A. Kaleva, Kevin A. Twidwell, Elizabeth O’Halloran, Kaleva
Law Offices, Missoula, Montana
For Amicus Montana State Legislators:
Abby Jane Moscatel, Blacktail Law Group, PLLC, Lakeside, Montana
Submitted on Briefs: May 25, 2022
Decided: August 2, 2022
Filed:
r-6-%A•-af
__________________________________________
Clerk
2
Justice Jim Rice delivered the Opinion of the Court.
¶1
Appellants Stand Up Montana (Stand Up) and the parents of several children
attending public schools in Missoula and Gallatin Counties (Parents), appeal the orders
entered by the Fourth and Eighteenth Judicial District Courts (collectively “District
Courts,” individually “Missoula Court” and “Gallatin Court,” respectively), denying their
requests for preliminary injunctions to enjoin the masking requirements of Appellees,
school districts in Missoula and Gallatin Counties (collectively “School Districts” or
“Districts”), which were part of policies adopted for the 2021-2022 school year by the
Districts in response to the continuing COVID-19 pandemic. Though these appeals were
initially filed separately, on Appellants’ motion they were consolidated because of their
similarity in facts and law. We restate the issues as follows:
1. Did the District Courts manifestly abuse their discretion by denying Appellants’
requests to preliminarily enjoin the School Districts’ masking policies as likely
to violate Parents’ and students’ rights of privacy and individual dignity?
2. Did the Gallatin Court err in its interpretation of § 40-6-701, MCA, and abuse
its discretion by denying Appellants’ motion for a preliminary injunction on the
ground the masking policies likely do not violate Parents’ rights?
We affirm.
FACTUAL AND PROCEDURAL BACKGROUND
¶2
Following the emergence of COVID-19 in the winter/spring of 2020, most of the
School Districts, like many others around the state and country, utilized a hybrid
educational model for the 2020-2021 school year that provided a mix of remote and
in-person instruction.
All of the School Districts adopted a policy of universal, or
3
mandatory, facial masking for students, staff, and visitors who appeared in person during
this period.
¶3
In the summer of 2021, the School Districts undertook consideration of what
policies to pursue to ensure a safe return to full-time, in-person learning for the 2021-2022
school year.
The Bozeman District established a task force to address the issue.
Consideration by the task force and boards of the other School Districts was given to
national and local health data, Centers for Disease Control and Prevention guidelines,
recommendations from medical organizations, and guidance from the U.S. Department of
Education and city-county health departments. Extensive public comment was invited and
received, both by email and in-person presentations.
¶4
While the particulars of each District’s policies, including those related to masking,
differed slightly from district to district, they were all broadly similar.1 Generally, the
policies provided that all students, staff, volunteers, or visitors to the schools were required
to wear face coverings, either disposable or reusable, while physically inside a school or
on a school bus. Various activity exceptions were provided, including while: eating or
drinking; engaged in sports or recess; giving a speech, lecture, or presentation (if separated
from the rest of the class by at least six feet); communicating with someone who is hearing
impaired; identifying themselves; or receiving medical attention. After adoption of the
policies, the School Districts continued to monitor data and guidelines, and made their
1
In any event, neither party’s arguments hinge upon any particular differences between the various
policies adopted by the School Districts.
4
policies subject to regular review and revision as circumstances changed. It is undisputed
that face coverings were made optional by the School Districts as the school year
progressed.2
¶5
Stand Up and Parents filed complaints and motions for preliminary injunctions
against the named School Districts shortly after the Districts’ adoption of these policies for
the 2021-2022 school year, seeking to enjoin the masking requirements.
Although
Appellants’ complaints alleged several constitutional violations, they sought injunctive
relief only on their claims based upon constitutional privacy, individual dignity, and
parental rights. Hearings were held on the requests, although no witnesses were called by
either party. Both District Courts issued orders denying Appellants’ motions. Appellants
appeal the denial of their requests for issuance of a preliminary injunction pursuant to
M. R. App. P. 6(3)(e).
STANDARD OF REVIEW
¶6
“We review a district court’s grant or denial of a preliminary injunction for a
manifest abuse of discretion.” Driscoll v. Stapleton, 2020 MT 247, ¶ 12, 401 Mont. 405,
473 P.3d 386 (citing Davis v. Westphal, 2017 MT 276, ¶ 10, 389 Mont. 251, 405 P.3d 73).
“A district court abuses its discretion when it ‘acts arbitrarily, without employment of
conscientious judgment, or in excess of the bounds of reason, resulting in substantial
2
The Monforton School District did not begin the 2021-2022 school year with a universal masking
policy, but after several students and faculty became ill with COVID-19, it adopted a mandatory
policy and switched some classes to exclusively remote learning, in part due to shortages in
staffing.
5
injustice.’” Mont. State Univ.-Northern v. Bachmeier, 2021 MT 26, ¶ 26, 403 Mont. 136,
480 P.3d 233 (quoting Gendron v. Mont. Univ. Sys., 2020 MT 82, ¶ 8, 399 Mont. 470, 461
P.3d 115).
A manifest abuse of discretion is one that is “‘obvious, evident, or
unmistakable.’” Weems v. State, 2019 MT 98, ¶ 7, 395 Mont. 350, 440 P.3d 4 (quoting
Davis, ¶ 10). If, however, the district court’s decision on a preliminary injunction is based
on legal conclusions, we review those conclusions de novo to determine if the district court
correctly interpreted the law. Driscoll, ¶ 12 (citing City of Whitefish v. Bd. of Cty. Comm’rs
of Flathead Cty., 2008 MT 436, ¶ 7, 347 Mont. 490, 199 P.3d 201). “Finally, ‘[i]n
considering whether to issue a preliminary injunction, neither the [d]istrict [c]ourt nor this
Court will determine the underlying merits of the case giving rise to the preliminary
injunction, as such an inquiry is reserved for a trial on the merits.’” Driscoll, ¶ 12 (quoting
BAM Ventures, LLC v. Schifferman, 2019 MT 67, ¶ 7, 395 Mont. 160, 437 P.3d 142); see
also Benefis Healthcare v. Great Falls Clinic, Ltd. Liab. P’ship, 2006 MT 254, ¶ 19, 334
Mont. 86, 146 P.3d 714 (“[O]ur analysis below is not intended to express and does not
express any opinion about the ultimate merits of the individual issues or of the case . . . .
Our task is not to resolve the substantive matters of law . . . it is to inquire whether the
[d]istrict [c]ourt manifestly abused its discretion.”).
DISCUSSION
¶7
A preliminary injunction may be granted upon a party’s demonstration of at least
one of five enumerated subsections of § 27-19-201, MCA. While Appellants did not
specify under which subsection they based their motions for preliminary injunction, the
Missoula Court concluded their motion was based on § 27-19-201(2), MCA, while the
6
Gallatin Court concluded their motion was based on both § 27-19-201(1) and (2), MCA.
Appellants do not dispute these conclusions on appeal, and we therefore limit our analysis
to these subsections, which provide that a preliminary injunction may be granted:
(1) when it appears that the applicant is entitled to the relief demanded and
the relief or any part of the relief consists in restraining the commission or
continuance of the act complained of, either for a limited period or
perpetually; [or]
(2) when it appears that the commission or continuance of some act during
the litigation would produce a great or irreparable injury to the applicant.
Section 27-19-201(1), -(2), MCA.
¶8
District courts have broad discretion to grant a preliminary injunction pursuant to
§ 27-19-201, MCA, but the court must exercise that discretion “only in furtherance of the
limited purpose of preliminary injunctions to preserve the status quo and minimize the
harm to all parties pending final resolution on the merits.” Davis, ¶ 24 (citing Porter v. K
& S P’ship, 192 Mont. 175, 183, 627 P.2d 836, 840 (1981)).
¶9
“In the context of a constitutional challenge, an applicant for preliminary injunction
need not demonstrate [unconstitutionality] beyond a reasonable doubt, but ‘must establish
a prima facie case of a violation of its rights under’ the constitution.” Weems, ¶ 18, (quoting
City of Billings v. Cty. Water Dist. of Billings Heights, 281 Mont. 219, 227, 935 P.2d 246,
251 (1997)). “Prima facie is defined as ‘at first sight’ or ‘on first appearance but subject
to further evidence or information.’” Driscoll, ¶ 15 (quoting Weems, ¶ 18); see also prima
facie, Black’s Law Dictionary (10th ed. 2014). When considering a preliminary injunction
granted under § 27-19-201(2), MCA, the loss of a constitutional right constitutes an
7
irreparable injury. Driscoll, ¶ 15 (citing Mont. Cannabis Indus. Ass’n v. State, 2012 MT
201, ¶ 15, 366 Mont. 224, 286 P.3d 1161) (MCIA I).
¶10
“When determining whether an applicant has made a prima facie showing of
constitutional injury or appears to be entitled to the relief sought, a court may determine
with which level of scrutiny to evaluate the challenged [policy].” Driscoll, ¶ 18; see also
MCIA I, ¶ 16 (citing Snetsinger v. Mont. Univ. Sys., 2004 MT 390, ¶ 17, 325 Mont. 148,
104 P.3d 445). Strict scrutiny applies if a fundamental right is affected. Snetsinger, ¶ 17
(citing McDermott v. State Dep’t of Corr., 2001 MT 134, ¶ 31, 305 Mont. 462, 29 P.3d
992). Under the strict scrutiny standard, the state carries the burden of demonstrating the
challenged law or policy is narrowly tailored to serve a compelling government interest
and only that interest. Snetsinger, ¶ 17 (citing McDermott, ¶ 31); Gryczan v. State, 283
Mont. 433, 449, 942 P.2d 112, 122 (1997) (citing State v. Siegal, 281 Mont. 250, 263, 934
P.2d 176, 184 (1997) (overruled on other grounds)). “We apply middle-tier scrutiny if the
law or policy affects a right conferred by the Montana Constitution, but is not found in the
Constitution’s Declaration of Rights.” Snetsinger, ¶ 18 (citing McDermott, ¶ 32). We
apply the rational basis test when neither strict nor middle-tier scrutiny apply. Snetsinger,
¶ 19 (citing McDermott, ¶ 32).
1. Did the District Courts manifestly abuse their discretion by denying Appellants’
requests to preliminarily enjoin the School Districts’ masking policies as likely
to violate Parents’ and students’ rights of privacy and individual dignity?
¶11
Appellants argue they made a prima facie showing their privacy and dignity rights
were violated by the School Districts’ masking policies, and suffered irreparable harm.
The Montana Constitution contains an explicit right to privacy provision. Mont. Const.
8
art. II, § 10. The protection afforded by this right exceeds that provided by the federal
constitution and, because it is found in the Constitution’s Declaration of Rights, is a
fundamental right. Armstrong v. State, 1999 MT 261, ¶ 34, 296 Mont. 361, 989 P.2d 364
(citing State of Mont. v. George Burns, 253 Mont. 37, 40, 830 P.2d 1318, 1320 (1992);
Gryczan, 283 Mont. at 449, 942 P.2d at 122. The Montana Constitution also contains an
individual dignity provision. Mont. Const. art. II, § 4. In Walker v. State, 2003 MT 134,
¶¶ 72-73, 316 Mont. 103, 68 P.3d 872, this Court held that Article II, Section 4, works in
tandem with Article II, Section 22 to provide individuals greater protections from cruel and
unusual punishment than does the federal constitution. Appellants primarily cite Gryczan,
Armstrong, and MCIA I in support of their privacy claim, and solely to Walker in support
of their dignity claim, that the masking policies are unconstitutional and should be
preliminarily enjoined. We first take up their privacy claim.
¶12
In Gryczan, this Court held that the Montana Constitution’s right to privacy protects
“individual or personal-autonomy privacy,” including “non-commercial consensual adult
sexual activity.” Gryczan, 283 Mont. at 451, 942 P.2d at 123. In Armstrong, this Court
held that the Montana Constitution’s right of privacy “guarantees each individual the right
to make medical judgments affecting her or his bodily integrity and health in partnership
with a chosen healthcare provider free from the interference of the government.”
Armstrong, ¶ 75. In MCIA I, this Court held that, “while the right to privacy is certainly
implicated when a statute infringes upon a person’s ability to obtain or reject a lawful
medical treatment, it does not follow that the right to privacy is necessarily implicated
9
when a statute regulates a particular medication.” MCIA I, ¶ 27 (citing Armstrong, ¶ 65;
Wiser v. State, 2006 MT 20, ¶ 20, 331 Mont. 28, 129 P.3d 133) (emphasis in original).
¶13
Central to Appellants’ arguments is their characterization of face masks as medical
treatment, or as the novel concept they describe as “treatment by alleged prevention.”
Appellants argue that whether to wear a mask involves an issue of “personal-autonomy
privacy” under Gryczan, the right to make personal medical judgments under Armstrong,
and the right to reject treatment referenced in MCIA I. Appellants contend the School
Districts’ masking policies violate the “right to make medical judgments affecting . . .
bodily integrity and health in partnership with a chosen healthcare provider,” which
includes the right to “obtain or reject” treatment. Armstrong, ¶ 75; MCIA I, ¶ 27 (citing
Wiser, ¶ 20; Armstrong, ¶ 65).
¶14
Armstrong addressed government regulation of a private medical decision involving
an individual and healthcare provider, which we concluded was constitutionally protected
from infringement by the state without a compelling state interest. Armstrong, ¶¶ 17-25,
39, 59. Our references to the right to “obtain or reject” medical treatment in Wiser and
MCIA I were drawn from Armstrong and were made in the context of the regulation of
medicine and medical referrals raised in those cases, likewise not at issue here. See
generally Armstrong, ¶¶ 54-55; Wiser, ¶¶ 7-12, 15-16; MCIA I, ¶¶ 2-5, 27 (citing Wiser,
¶ 20). Gryczan concerned criminal proscription of non-commercial private sexual acts
between consenting adults. Gryczan, 283 Mont. at 439-40, 942 P.2d at 115-16. That case
stands in stark contrast to the non-criminal public-school policies at issue here, which apply
to students enrolled and in attendance at schools, parents and other community members
10
to the extent they physically visit a school, and those employed or who volunteer on public
school grounds.
¶15
Appellants’ arguments largely attempt to apply principles governing private
medical decisions to public prevention practices. Appellants argue that “[m]edical masks
worn to mitigate the spread of medical infection are medical devices by any reasonable
definition,” but we note, first, that “medical masks” are not required by any of the
policies—disposable or reusable face coverings are required. Assuming such masks could
be considered “medical devices,” no evidence has been presented that facial covering
constitutes a medical treatment for COVID-19, rather than merely a protective measure to
reduce the chance an individual becomes infected with or spreads the virus in a public
place. Indeed, the Declaration from Appellants’ expert discusses the effectiveness of
masking in the context of its ability to prevent infection, not to treat an existing infection.
The Missoula Court agreed with the Districts that implementing mandatory masking
policies in settings with high COVID-19 levels is “no more a ‘medical treatment’ for
virulent disease than a motorcycle helmet . . . is a treatment for a head injury.” This
comparison is especially apt in view of routine school policies requiring use of protective
equipment for activities that present a risk of harm, such as playing football. And, when
an individual is no longer engaged in the activity, the protective gear is no longer
required—as with the masking policies at issue here.
¶16
Beyond the simple assertion that refusing to wear a mask is akin to rejecting medical
treatment, Appellants have not yet demonstrated that schools requiring face masks to
ensure the safety and health of students, visitors, and staff voluntarily on public property
11
during a recognized pandemic implicates the same private decisions addressed in our
precedent. Appellants’ arguments therefore are insufficient for us to conclude the District
Courts manifestly abused their discretion by denying Appellants’ request to enjoin the
School Districts’ masking policies on the grounds that the privacy right under Article II,
Section 10 of the Montana Constitution is likely to have been violated.
¶17
Appellants’ individual dignity claim is premised upon Walker. Walker involved an
inmate at the Montana State Prison who suffered from a multitude of severe mental and
physical disorders, including Bipolar Disorder, blindness, Hypoglycemia, and nystagmus
problems. Walker, ¶¶ 9-12. Walker attempted suicide in prison on multiple occasions.
Walker, ¶ 17. Due to prison staff “tir[ing]” of the poor behavior Walker displayed as a
result of his illnesses, Walker was eventually transferred into a “A-block,” a
maximum-security unit, and repeatedly placed on special management programs. Walker,
¶¶ 18-20. Under these programs—which jail staff admitted were ineffective at modifying
his behavior—Walker remained alone and naked in his cell with only a “suicide blanket”
for days on end, forced to sleep on a concrete slab in a cell containing human waste and
blood. Walker, ¶¶ 22-30. Walker was so deprived of basic necessities that he had to dictate
his original petition to the courts to another inmate because he had no pencil or paper.
Walker, ¶ 30.
¶18
This Court concluded that Walker’s treatment constituted cruel and unusual
punishment and violated his right to human dignity, relying in part on Article II, Section 4
of the Montana Constitution to hold that Montana affords greater protections against cruel
and unusual punishment than the federal constitution. Walker, ¶¶ 73, 84. Although
12
Appellants fault the District Courts for “narrowly focus[ing] on the factual distinctions
between this matter and Walker,” the facts in Walker were critical to the holding there. See
Walker, ¶ 84 (“[W]e hold that, reading Article II, Sections 4 and 22 together, [the
management plans] and the living conditions on A-block constitute an affront to the
inviolable right of human dignity possessed by the inmate.”). Given this precedent, we
cannot conclude the District Courts manifestly abused their discretion by determining
Appellants did not establish a likelihood the Districts’ masking policies for public schools
would violate the Appellants’ rights under Article II, Section 4, of the Montana
Constitution.
¶19
Because Appellants have not demonstrated a likelihood—in other words, have not
made a prima facia showing—that the masking policies implicate a fundamental right
found in Article II of the Montana Constitution, the policies would be reviewed under the
rational basis standard. Snetsinger, ¶ 19 (citing McDermott, ¶ 32).3 This review asks
whether the challenged policies “bear a rational relationship to a legitimate governmental
interest.” Satterlee v. Lumberman’s Mut. Cas. Co., 2009 MT 368, ¶ 18, 353 Mont. 265,
222 P.3d 566 (citing Henry v. State Comp. Ins. Fund, 1999 MT 126, ¶ 33, 294 Mont. 449,
982 P.2d 456).
“In determining whether the [policy’s] objective is legitimate, we
examine . . . [its] purpose, whether expressly stated or otherwise.” Mont. Cannabis Indus.
3
As the School Boards cite in their briefing, many courts nationwide have evaluated school face
covering rules under rational basis review.
13
Ass’n v. State, 2016 MT 44, ¶ 22, 382 Mont. 256, 368 P.3d 1131 (MCIA II) (citing Satterlee,
¶¶ 34, 37).
¶20
Regarding the government’s interest here, there can be little doubt the School
Districts’ objective of containing the spread of COVID-19 among students and adults
within the school system would be found to be a legitimate interest. Indeed, the United
States Supreme Court has held that “[s]temming the spread of COVID-19 is
unquestionably a compelling [governmental] interest.”
Roman Catholic Diocese v.
Cuomo, ___U.S. ___, ___, 141 S. Ct. 63, 67 (2020) (emphasis added). Regarding rational
relationship, we first note that rational basis review “is the most deferential standard of
review . . . the [policy] need not be in every respect logically consistent with its aims to be
constitutional” and “unless . . . the [policies] are unreasonable or arbitrary, the
[governmental entity’s] judgment should not be disturbed.” MCIA II, ¶ 26 (citing Bankers
Life & Cas. Co. v. Crenshaw, 486 U.S. 71, 83, 108 S. Ct. 1645, 1653 (1988); Mass. Bd. of
Ret. v. Murgia, 427 U.S. 307, 314, 96 S. Ct. 2562, 2567 (1976); Williamson v. Lee Optical
of Okla., Inc., 348 U.S. 483, 487-88, 75 S. Ct. 461, 464, (1955); Walters v. Flathead
Concrete Prods., 2011 MT 45, ¶ 18, 359 Mont. 346, 249 P.3d 913) (internal quotation
marks omitted).
¶21
Appellants’ arguments against the rational relationship between the School
Districts’ masking polices and the prevention of the spread of COVID-19 are premised
upon the potential ineffectiveness of masking, concerns regarding children’s development,
and the relatively low COVID-19 death rate among minors. Appellants’ expert opined in
14
his Declaration that masking is not effective at preventing COVID-19, offering that several
published masking studies contained flaws in their methodologies.
¶22
The School Districts’ policies were adopted after consideration of a wide body of
health information and recommendations from public and private sources that encouraged
continuation of universal masking policies. The Districts invited and received substantial
public input, and ultimately adopted masking rules with many activity exceptions, of
limited duration, and subject to periodic review and revision as circumstances developed.
While Appellants may be correct that the COVID-19 mortality rate among minors is low,
the School Districts’ safety concerns went beyond child mortality risk to include adult
teachers, staff, volunteers, and visitors who may be subject to significantly higher risks,
which Appellants’ own data suggests. As demonstrated in the Monforton School District,
minors are also susceptible to COVID-19 infection, with the accompanying interruption to
learning that entails. And, beyond mortality rate, the policies would appear to bear a
rational relationship to School Districts’ legitimate interest in preventing infections among
teachers, staff, and volunteers to ensure sufficient staffing levels are available for the
schools to function properly.
¶23
It appears the challenged policies bear a rational relationship with the School
Districts’ legitimate interest in containing the spread of COVID-19 in the public school
system, and it is likely the policies would be found to be neither unreasonable nor arbitrary.
MCIA II, ¶ 26. We acknowledge the robust public debate about the efficacy of masking,
leading even to paradoxical conclusions.
See, e.g., Steven Salzberg, Masks Work.
Mask-Wearing Policies Don’t, Feb. 1, 2022, Forbes; David Leonhardt, Why Masks Work,
15
but Mandates Haven’t, May 31, 2022, The New York Times.4 However, we need not
further examine this debate, also reflected in the record, for purposes of this appeal. Under
the governing standards, we conclude the District Courts did not manifestly abuse their
discretion by concluding it was likely the School Districts’ policies were rationally related
to legitimate government interests.
2. Did the Gallatin Court err in its interpretation of § 40-6-701, MCA, and abuse
its discretion by denying Appellants’ motion for a preliminary injunction on the
ground the masking policies likely do not violate Parents’ rights?
¶24
The Gallatin County District Court addressed Senate Bill 400 (SB 400), effective
October 1, 2021, and codified as § 40-6-701, MCA.5 Stand Up and Parents argued that
§ 40-6-701, MCA, applied to void the masking policies as “interfer[ing] with the
fundamental right of parents” to direct their children’s upbringing and health. The District
Court reviewed the legislative history of SB 400 and concluded the bill’s purpose was to
“create a cause of action for parents who may be involved with the Department of Public
Health and Human Services, Child Protective Services Division,” in situations where
parental rights have been terminated. Appellants, and Amicus Montana Legislators, argue
this interpretation is erroneous, and that SB 400 instead provides a cause of action
whenever a parent’s fundamental rights regarding their children are infringed upon by the
government. We agree with Appellants and Amicus that the District Court’s interpretation
4
https://www.forbes.com/sites/stevensalzberg/2022/02/01/masks-work-mask-wearing-policiesdont/?sh=533428a61b5c;
https://www.nytimes.com/2022/05/31/briefing/masks-mandates-uscovid.html.
5
The Missoula Court did not address this statute; it was not in effect at the time its order was
issued.
16
of the statute was incorrect, but conclude this error does not require reversal of its denial
of a preliminary injunction.
¶25
When interpreting statutes, the role of courts is “‘simply to ascertain and declare
what is in terms or in substance contained therein, not to insert what has been omitted or
to omit what has been inserted.’” Comm’r of Political Practices for Mont. v. Mont.
Republican Party, 2021 MT 99, ¶ 7, 404 Mont. 80, 485 P.3d 741 (quoting § 1-2-101,
MCA). In other words, courts are to first attempt to construe statutes “according to the
plain meaning of their language.” Mont. Republican Party, ¶ 7 (quoting Comm’r of
Political Practices for Mont. v. Wittich, 2017 MT 210, ¶ 19, 388 Mont. 347, 400 P.3d 735)
(internal quotation marks omitted). “When the plain language of the statute is clear, no
other means of interpretation are necessary or proper. . . . Only when the language of the
statute is ambiguous do we resort to the statute’s legislative history.” State v. Hicks, 2013
MT 50, ¶ 19, 369 Mont. 165, 296 P.3d 1149 (citations omitted).
¶26
Section 40-6-701, MCA, provides, in relevant part:
(1) A governmental entity may not interfere with the fundamental right of
parents to direct the upbringing, education, health care, and mental health of
their children unless the governmental entity demonstrates that the
interference:
(a) furthers a compelling governmental interest; and
(b) is narrowly tailored and is the least restrictive means available for
the furthering of the compelling governmental interest.
(2) This section may not be construed as invalidating the provisions of Title
41, chapter 3, or modifying the burden of proof at any state of the proceedings
under Title 41, chapter 3.
17
(3) When a parent’s fundamental rights protected by this section are violated,
a parent may assert that violation as a claim or defense in a judicial
proceeding.
¶27
The intent of this section is clear from a plain reading: it prohibits the government
from interfering with the fundamental parental rights listed in subsection (1) unless the
government demonstrates the interference “furthers a compelling governmental interest
[and] is narrowly tailored and is the least restrictive means available” to further that
interest. Section 40-6-701(1), MCA. The District Court therefore erred by resorting to
legislative history to guide its interpretation and, moreover, its interpretation was incorrect
because the statute contains no language limiting its application to “a cause of action for
parents who may be involved with the Department of Public Health and Human Services.”
See Hicks, ¶ 19.
¶28
However, the fundamental right of a parent to make decisions regarding the care of
their children, including, among other things, the “upbringing, education, health care, and
mental health of their children” referenced in § 40-6-701, MCA, is likewise protected under
both the federal and Montana constitutions.6 See Troxel, 530 U.S. at 65-66, 120 S. Ct. at
2060 (collecting cases) (stating that the “liberty” protected by the Due Process Clause
includes the right of parents to control their children’s education, direct their upbringing,
and make decisions concerning their care); In re A.J.C., 2018 MT 234, ¶ 31, 393 Mont. 9,
6
We would note § 40-6-701, MCA, does not reference the entirety of recognized parental rights.
For example, it does not mention parents’ fundamental right to the care and custody of their
children. See Troxel v. Granville, 530 U.S. 57, 65-66, 120 S. Ct. 2054, 2060 (2000) (collecting
cases); Polasek v. Omura, 2006 MT 103, ¶ 14, 332 Mont. 157, 136 P.3d 519.
18
427 P.3d 59 (“It is beyond dispute that the right to parent one’s children is a constitutionally
protected fundamental liberty interest protected by Article II, section 17 of the Montana
Constitution and by the Due Process Clause of the Fourteenth Amendment to the United
States Constitution.”). This fundamental right is enforceable by various causes of action,
including within the context of public education, and strict scrutiny is commonly applied—
the standard referenced in § 40-6-701(1)(a), (b), MCA—which requires the government to
demonstrate the statute or rule in question “justified by a compelling state interest and [is]
. . . narrowly tailored to effectuate only that compelling interest.” Armstrong, ¶ 34 (citing
Gryczan, 283 Mont. at 449, 942 P.2d at 122).7
¶29
The District Court, despite an initially incorrect interpretation of § 40-6-701, MCA,
nonetheless alternatively applied a strict scrutiny framework to the challenged masking
polices. Appellants do not contend the District Court erred in this alternative analysis, nor
present an argument regarding how Parents’ rights to control their children’s health and
upbringing are violated in the context of Parents exercising that right by enrolling their
children in the public schools, a legal issue commonly at center in challenges to masking
policies. See generally Fortuna v. Town of Winslow, No. 1:21-cv-00248-JAW, 2022 U.S.
Dist. LEXIS 104678, at *37-38 (D. Me. June 13, 2022) (“Once his child is in school,
7
While the statute’s phrase “least restrictive means” is not explicitly used in most formulations of
strict scrutiny review, it is nonetheless understood as part of the consideration of whether a
government action is “narrowly tailored.” See e.g., Roman Catholic Diocese, ___ U.S. at ___, 141
S. Ct. at 67 (“[I]t is hard to see how the challenged regulations can be regarded as ‘narrowly
tailored.’ They are far more restrictive than any COVID-related regulations that have previously
come before the Court . . . there are many other less restrictive rules that could be adopted to
minimize the risk.”).
19
Mr. Fortuna’s parental rights must be measured against the equal rights of other parents to
control their children and the duty of the school to provide a safe environment for all
children, not just Mr. Fortuna’s child, and for others who work or volunteer in the school.”)
(citations omitted); Doe v. Dall. Indep. Sch. Dist., 194 F. Supp. 3d 551, 562 (N.D. Tex.
2016) (“[T]he right to choose what sort of school a child will attend and the right to have
input on [discrete school policies] . . . are cut from different cloth. The former is almost
self-evidently a fundamental decision about the child’s education, while the latter is, at
best, a ‘component of the educational process’ that Doe is attempting to ‘mask . . . with the
trappings of a fundamental right and then elevate . . . to the status of a fundamental right.’”)
(citations omitted); Bentonville Sch. Dist. v. Sitton, 643 S.W.3d 763, 771 (Ark. 2022)
(“Parents do have a liberty interest in shaping their child’s education . . . . [But] the
District’s [masking] policy is not, ‘beyond all question, a plain, palpable’ violation of the
parents’ constitutional rights to care for their children.” (internal citations omitted); see
also Doe v. Franklin Square Union Free Sch. Dist., 568 F. Supp. 3d 270 (E.D.N.Y. 2021).
¶30
Appellants argue instead that, under § 40-6-701, MCA, “the only thing the statute
requires is for the School Districts to offer a compelling governmental interest, which they
have still yet to do.” However, as mentioned above, the United States Supreme Court has
held that “[s]temming the spread of COVID-19 is unquestionably a compelling interest.”
Roman Catholic Diocese, ___ U.S. at ___, 141 S. Ct. at 67. Appellants acknowledge in
their briefing that “the only reason mask mandates were enacted was to address . . . the
spread of COVID-19,” which comes within the compelling interest the United States
Supreme Court has defined. Beyond this, Appellants do not provide a basis for error.
20
CONCLUSION
¶31
Appellants have not demonstrated either that “it appears that [they] are entitled to
the relief demanded” or that “the commission or continuance of some act during the
litigation would produce a great or irreparable injury to the applicant,” under
§ 27-19-201(1) and (2), MCA.
And, while Appellants do not make any arguments
regarding preservation of the status quo, universal masking policies were in place during
the 2020-2021 school year without any challenge known to this Court. “The status quo is
the last actual, peaceable, non-contested condition which preceded the pending
controversy.” Driscoll, ¶ 14 (internal quotations, citations omitted). The District Courts
did not manifestly abuse their discretion by denying the preliminary injunctions, and their
orders are affirmed. See Driscoll, ¶ 12.
/S/ JIM RICE
We concur:
/S/ LAURIE McKINNON
/S/ BETH BAKER
/S/ INGRID GUSTAFSON
/S/ DIRK M. SANDEFUR
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