Case: Daly v. Tennant

3:16-cv-08981 | U.S. District Court for the Southern District of West Virginia

Filed Date: Sept. 19, 2016

Closed Date: May 16, 2017

Clearinghouse coding complete

Case Summary

This case considered the constitutionality of West Virginia's January filing deadline for independent candidates and minor party candidates seeking to add their names to the general election ballot in November.   Two candidates from independent political parties filed this lawsuit on September 19, 2016 in the United States District Court for the Southern District of West Virginia alleging that they were improperly excluded from West Virginia's general election ballot for the November 2016 elect…

This case considered the constitutionality of West Virginia's January filing deadline for independent candidates and minor party candidates seeking to add their names to the general election ballot in November.  

Two candidates from independent political parties filed this lawsuit on September 19, 2016 in the United States District Court for the Southern District of West Virginia alleging that they were improperly excluded from West Virginia's general election ballot for the November 2016 election. The plaintiffs were the Socialist Equality Party’s nominee for the West Virginia House of Delegates in District 16 and the Constitution Party’s nominee for President of the United States.  They were represented by two private law firms.  The defendant was the West Virginia Secretary of State. The plaintiffs alleged that the defendant retroactively applied a decision of the Supreme Court of Appeals of West Virginia to remove their names from the ballot, after they had taken the required steps to have their names added to the ballot.  The candidates sought declaratory and injunctive relief to have their names restored to the November 2016 ballot, along with nominal damages, attorneys' fees, and costs.  The case was assigned to Chief Judge Robert C. Chambers. 

West Virginia law creates a two-tiered ballot access scheme for candidates seeking to run in the general election for partisan offices.  Candidates for recognized parties (including the Democratic Party, the Republican Party, the Mountain Party, and the Libertarian Party) may nominate their candidates for the general election ballot by convention or primary election.  All other candidates (referred to as independent or "no party" candidates) must file a nominating petition (called a "nomination certificate"), a notice of candidacy (called a "certificate of announcement"), and pay a filing fee.  For the November 2016 general election, the deadline for independent candidates to file the required documents and pay the filing fee was August 1, 2016.  The defendant posted this information on the Secretary of State's website.  Plaintiffs complied with this deadline.  The defendant notified plaintiffs on or about August 25, 2016 that they qualified for the general election ballot and their names were added to the ballot.  Then, on September 15, 2016, the Supreme Court of Appeals issued its decision in Wells v. State ex rel. Miller, 791 S.E.2d 361 (W.Va. 2016), a challenge to the candidacy of an candidate who sought to qualify for the general election ballot for local office. The trial court held that Wells did not qualify under the provisions for independent candidates because he was a member of a recognized party.  The Supreme Court of Appeals agreed but added another reason why Wells' name could not be added to the ballot: he had not filed his certificate of announcement by January 30, pursuant to West Virginia Code § 3-5-7(c).  Prior to the 2015 amendments to West Virginia Code § 3-5-7, the January deadline applied only to candidates participating in the primary election.  However, in 2015, West Virginia Code § 3-5-7 was amended to apply to candidates in both the primary and general elections.  The defendant decided that the Wells decision should apply immediately and retroactively, even for independent candidates, such as plaintiffs, who had complied with the August 1, 2016 deadline.  On September 16, 2016, the Secretary of State's office notified plaintiffs and 15 other independent candidates that their names had been removed from the November general election ballot.  Three days later, plaintiffs filed their lawsuit.  According to plaintiffs, the ballots had already been printed with the plaintiffs' names; apparently, the defendant intended to obscure plaintiffs' names with stickers on the ballots that would be sent out on September 23, 2016.  Plaintiffs asserted two claims: 1) the West Virginia ballot access scheme for independent candidates, as applied to plaintiffs, violated their rights under the First and Fourteenth Amendments to the United States Constitution, as enforced by 42 U.S.C. § 1983; and (2) The Secretary's retroactive application of Wells violated the plaintiffs' rights under the Due Process Clause of the Fourteenth Amendment to the United States Constitution, as enforced by 42 U.S.C. § 1983.  

On September 20, 1016, plaintiffs moved for a temporary restraining order. 

 On September 21, 2016, another independent candidate who was running for the office of the County Commissioner of Putnam County sought to intervene in the case on the plaintiffs' side. The Court granted the Motion to Intervene on September 21, 2016, and also added the Clerk of the County Commission of Putnam County as a defendant.  The American Civil Liberties Union (ACLU) of West Virginia Foundation filed an amicus curiae brief in support of the plaintiffs.  

On September 22, 2016, the Court held a hearing on Plaintiffs' Motion for Temporary Restraining Order, which the Court converted to a Motion for Preliminary Injunction.  The Court granted the Motion for Preliminary Injunction and enjoined the defendants from removing plaintiffs, plaintiff-intervenor, and all similarly situated candidates from the general election ballots.  The Court further directed the defendant to immediately notify the County Clerks that plaintiffs, plaintiff-intervenor, and all similarly situated candidates should not be removed from the general election ballots. 

On October 21, 2016, in an opinion published at 216 F.Supp.3d 699 (S.D. W.Va. 2016), the Court granted the Motion for Preliminary Injunction.  The Court held that strict scrutiny applied to West Virginia's early filing deadline, noting that West Virginia's January deadline was even more severe than the deadlines that were struck down in Ohio and South Caroline.  West Virginia's deadline for independent candidates was 284 days before the general election and 102 days before the primary election.  The Court found the character and magnitude of the burden to be significant as it discriminated against independent candidates and voters "whose political preferences lie outside the existing political parties."  216 F.Supp.3d at 706 (quoting Anderson,460 U.S. at 794).  The January filing deadline deprived the independent candidates from knowing the political climate of the major parties and what issues will come to the forefront during campaigns.  It also seriously impaired the abilities to raise support, money, and recognition for their campaigns. The Court found West Virginia's justifications for the early deadline to be inadequate, holding "[i]t is simply not credible to suggest that voters need 284 days to become educated about independent and unrecognized candidates."  216 F.Supp.3d at 707.   Accordingly, the Court found that the filing requirements were unconstitutional.

On January 13, 2017, the Court ordered the parties to submit objections by January 20, 2017 if they objected to the entry of a permanent injunction against the early filing deadline.  No party objected so on January 24, 2017, the Court entered a permanent injunction enjoining defendants, along with their officers, agents, servants, employees, attorneys, and all other persons who are in active concert or participation with them, from enforcing the filing deadline set out in West Virginia Code § 3- 5-7(c) (2015) against independent and minor-party candidates whose nomination is governed by West Virginia Code § 3-5-23(a)(2015); and further directing the Secretary to notify all County Clerks of this injunction within 14 days after entry of this Order.  The Court also found that plaintiffs were prevailing parties that were entitled to reasonable attorneys' under 42 U.S.C. § 1988.

On May 16, 2017, the Court awarded plaintiffs attorneys fees of $33,143, and costs of $1,091.81 for a total award of $34,234.81.  There was no further activity in the case after May 16, 2017.  

Summary Authors

Denise Gunter (11/24/2024)

People

For PACER's information on parties and their attorneys, see: https://www.courtlistener.com/docket/4538354/parties/daly-v-warner/


Judge(s)

Chambers, Robert Charles (West Virginia)

Attorney for Plaintiff
Attorney for Defendant

Baiz, Sylvia A. (West Virginia)

Erbland, Peter C (West Virginia)

Leslie, J. Robert (West Virginia)

Expert/Monitor/Master/Other

Crofts, Jamie Lynn (West Virginia)

show all people

Documents in the Clearinghouse

Document
1

3:16-cv-08981

Verified Complaint

Sept. 19, 2016

Sept. 19, 2016

Complaint
7-2

3:16-cv-08981

Letter from Plaintiff-Intervenor's Counsel to County and State Officials Attached as Exhibit to Motion to Intervene

Sept. 20, 2016

Sept. 20, 2016

Other
4

3:16-cv-08981

Plaintiffs' Brief in Support of Emergency Motion for TRO

Sept. 20, 2016

Sept. 20, 2016

Pleading / Motion / Brief
3

3:16-cv-08981

Emergency Motion for a TRO

Sept. 20, 2016

Sept. 20, 2016

Pleading / Motion / Brief
8

3:16-cv-08981

Memorandum in Support of Motion to Intervene

Sept. 21, 2016

Sept. 21, 2016

Pleading / Motion / Brief
7

3:16-cv-08981

Motion to Intervene

Sept. 21, 2016

Sept. 21, 2016

Pleading / Motion / Brief
7-1

3:16-cv-08981

Complaint of Dorrel W. Arthur, Intervening Plaintiff

Sept. 21, 2016

Sept. 21, 2016

Pleading / Motion / Brief
7-3

3:16-cv-08981

Proposed Order Granting Motion to Intervene

Sept. 21, 2016

Sept. 21, 2016

Order/Opinion
9

3:16-cv-08981

Order Granting Motion to Intervene

Sept. 21, 2016

Sept. 21, 2016

Order/Opinion
12

3:16-cv-08981

Memorandum in Support of Motion to Join Brian Wood in His Official Capacity as Clerk of the County Commission of Putnam County, West Virginia as an Additional Party Defendant

Sept. 21, 2016

Sept. 21, 2016

Pleading / Motion / Brief

Docket

See docket on RECAP: https://www.courtlistener.com/docket/4538354/daly-v-warner/

Last updated Aug. 10, 2025, 9:57 p.m.

ECF Number Description Date Link Date / Link
1

COMPLAINT. Filing Fee $400.00. Receipt # 0425-4899892. (Attachments: # 1 Exhibit 1, # 2 Civil Cover Sheet) (jsa)

1 Exhibit 1

View on RECAP

2 Civil Cover Sheet

View on RECAP

Sept. 19, 2016

Sept. 19, 2016

Clearinghouse

Notice Of Docket Correction

Sept. 19, 2016

Sept. 19, 2016

PACER

Case Assigned

Sept. 19, 2016

Sept. 19, 2016

PACER
2

STANDING ORDER IN RE: ASSIGNMENT AND REFERRAL OF CIVIL ACTIONS AND MATTERS TO MAGISTRATE JUDGES ENTERED JANUARY 4, 2016. Discovery referred to Magistrate Judge Eifert. (cc:attys; any unrepresented party) (jsa) (Modified on 9/19/2016 to replace image) (mkw).

Sept. 19, 2016

Sept. 19, 2016

PACER

NOTICE OF DOCKET CORRECTION re: 2 STANDING ORDER IN RE: ASSIGNMENT AND REFERRAL OF CIVIL ACTIONS AND MATTERS TO MAGISTRATE JUDGES ENTERED JANUARY 4, 2016. Error: Incorrect image attached. Correction: Replaced incorrect image with correct image. (mkw)

Sept. 19, 2016

Sept. 19, 2016

PACER

CASE assigned to Chief Judge Robert C. Chambers. (skh)

Sept. 19, 2016

Sept. 19, 2016

PACER
3

EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order (Majestro, Anthony)

Sept. 20, 2016

Sept. 20, 2016

Clearinghouse
4

BRIEF by Darrell Castle, Naomi Spencer Daly in support of 3 EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order (Majestro, Anthony)

Sept. 20, 2016

Sept. 20, 2016

Clearinghouse
5

STATEMENT OF VISITING ATTORNEY from Bryan L. Sells on behalf of Naomi Spencer Daly, Darrell Castle. Local counsel: Anthony J. Majestro. Fee $50.00. Receipt # 0425-4903321. (Majestro, Anthony)

Sept. 20, 2016

Sept. 20, 2016

PACER
6

ORDER scheduling a hearing on the Plaintiffs' 3 EMERGENCY MOTION for Temporary Restraining Order for Thursday, 9/22/2016 at 1:00 PM in Huntington before Judge Robert C. Chambers; directing Defendant to file a Response to the motion by 4:00 p.m. on Wednesday, 9/21/2016. Signed by Judge Robert C. Chambers on 9/20/2016. (cc: counsel of record; any unrepresented parties) (jsa)

Sept. 20, 2016

Sept. 20, 2016

PACER
7

MOTION by Dorrel W. Arthur to Intervene. (Attachments: # 1 Exhibit 1, # 2 Exhibit A, # 3 Proposed Order)(Peyton, Harvey)

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
8

MEMORANDUM by Dorrel W. Arthur in support of 7 MOTION by Dorrel W. Arthur to Intervene. (Peyton, Harvey)

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
9

ORDER GRANTING MOTION TO INTERVENE granting 7 MOTION by Dorrel W. Arthur to Intervene as Intervenor Plaintiff. Signed by Judge Robert C. Chambers on 9/21/2016. (cc: attys; any unrepresented party) (mkw)

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
10

MOTION by Dorrel W. Arthur to Join Brian Wood in his Official Capacity as Clerk of the County Commission of Putnam County, West Virginia as an Additional Party Defendant (Attachment: # 1 Proposed Order)(Peyton, Harvey)

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
11

OPPOSITION by Natalie Tennant to 3 EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order (Leslie, J.) (Modified on 9/21/2016 to remove link to #4 memorandum) (skh).

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
12

MEMORANDUM by Dorrel W. Arthur in support of 10 MOTION by Dorrel W. Arthur to Join Brian Wood in his Official Capacity as Clerk of the County Commission of Putnam County, West Virginia as an Additional Party Defendant (Peyton, Harvey)

Sept. 21, 2016

Sept. 21, 2016

Clearinghouse
13

MOTION by American Civil Liberties Union of West Virginia Foundation for Leave to File Brief Amicus Curiae, with proposed document attached (Attachment: # 1 Proposed Brief Amicus Curiae)(Crofts, Jamie)

Sept. 21, 2016

Sept. 21, 2016

PACER
14

ORDER GRANTING JOINDER granting 10 MOTION by Dorrel W. Arthur to Join Brian Wood in his Official Capacity as Clerk of the County Commission of Putnam County, West Virginia as an Additional Party Defendant; further directing that the Putnam County Clerk is joined here only in his official capacity and only for the purpose of granting or denying appropriate injunctive relief relative to the pending emergency motion for temporary restraining order; EMERGENCY MOTION HEARING for Temporary Restraining Order to be held on 9/22/2016 at 1:00 PM in Huntington before Judge Robert C. Chambers, at which time Brian Wood, in his capacity as Putnam County Clerk may appear and represent his interests is he chooses; further directing that a copy of this order together with the previously filed motion for joinder be served on Brian Wood, Putnam County Clerk, forthwith by delivering a true copy of the same to him in person or by providing him a copy at his office in the Putnam County Courthouse through e-mail or facsimile transmission. Signed by Judge Robert C. Chambers on 9/22/2016. (cc: attys; any unrepresented party) (mkw)

Sept. 22, 2016

Sept. 22, 2016

Clearinghouse
15

ORDER granting 13 MOTION by American Civil Liberties Union of West Virginia Foundation for Leave to File Brief Amicus Curiae; further directing the Clerk of this Court to file the Brief of Amicus Curiae as a separate docket entry and add the American Civil Liberties Union of West Virginia Foundation as an Amicus Curiae in this action. Signed by Judge Robert C. Chambers on 9/22/2016. (cc: attys; any unrepresented parties) (mkw)

Sept. 22, 2016

Sept. 22, 2016

PACER
16

BRIEF AMICUS CURIAE on behalf of the American Civil Liberties Union of West Virginia Foundation in support of 3 EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order. (mkw)

Sept. 22, 2016

Sept. 22, 2016

Clearinghouse
17

MOTION HEARING held by Judge Robert C. Chambers on 9/22/2016 re: 3 EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order. Court Reporter: Teresa Ruffner. (mkw)

Sept. 22, 2016

Sept. 22, 2016

PACER
18

WITNESS LIST by Intervenor-Plaintiff Dorrel W. Arthur for Motion Hearing held 9/22/2016. (mkw)

Sept. 22, 2016

Sept. 22, 2016

PACER
19

EXHIBITS FROM MOTION HEARING HELD 9/22/2016 by Dorrel W. Arthur, Darrell Castle, Naomi Spencer Daly. Plaintiffs' Exhibit Number: 1; Intervenor-Plaintiff's Exhibit Numbers 1, 2, 3, & 4. (Attachments: # 1 Plaintiffs' Exhibit 1, # 2 Intervenor-Plaintiff's Exhibit 1, # 3 Intervenor-Plaintiff's Exhibit 2, # 4 Intervenor-Plaintiff's Exhibit 3, # 5 Intervenor-Plaintiff's Exhibit 4) (mkw)

Sept. 22, 2016

Sept. 22, 2016

PACER
20

ORDER converting the 3 EMERGENCY MOTION by Darrell Castle, Naomi Spencer Daly for a Temporary Restraining Order into a motion for a Preliminary Injunction and granting the Preliminary Injunction; enjoining Defendants Natalie Tennant and Brian Wood from removing Plaintiffs, Plaintiff Intervenor, and all similarly-situated candidates from the general election ballots; further directing Defendant Tennant to immediately notify the County Clerks that Plaintiffs, Plaintiff Intervenor, and all similarly-situated candidates should not be removed from the general election ballots. Signed by Judge Robert C. Chambers on 9/22/2016. (cc: attys; any unrepresented parties) (mkw)

Sept. 22, 2016

Sept. 22, 2016

Clearinghouse
21

ORDER directing the Clerk of this Court TO FILE UNDER SEAL Intervenor Plaintiff Dorrell W. Arthur's Exhibit 3 because it contains the birthdates of those individuals who signed his Independent Candidate Nomination Petition; directing Intervenor Plaintiff to file a redacted version of this Exhibit by 9/29/2016. Signed by Judge Robert C. Chambers on 9/22/2016. (cc: attys; any unrepresented parties) (mkw)

Sept. 22, 2016

Sept. 22, 2016

PACER
22

REDACTED EXHIBIT 3 by Dorrel W. Arthur re: Motion Hearing held 9/22/16 (Peyton, Harvey)

Sept. 23, 2016

Sept. 23, 2016

PACER
23

MEMORANDUM OPINION AND ORDER granting the Preliminary Injunction as stated at the hearing and in the Court's Order entered on 9/22/2016. Signed by Judge Robert C. Chambers on 10/21/2016. (cc: attys; any unrepresented parties) (mkw)

Oct. 21, 2016

Oct. 21, 2016

Clearinghouse
24

ORDER directing the parties to file on or before 1/20/2017 any objections to the Court's proposal to convert the Preliminary Injunction granted in the court's 23 Memorandum Opinion and Order into a Permanent Injunction and dismiss this action from the docket of the Court. Signed by Judge Robert C. Chambers on 1/13/2017. (cc: counsel of record; any unrepresented parties) (jsa)

Jan. 13, 2017

Jan. 13, 2017

Clearinghouse
25

PROPOSED ORDER Entering Permanent Injunction by Dorrel W. Arthur, Darrell Castle, Naomi Spencer Daly, Natalie Tennant, Brian Wood (Majestro, Anthony) (Modified on 1/21/2017 to add party filers) (skh).

Jan. 20, 2017

Jan. 20, 2017

PACER
26

ORDER granting a permanent injunction; permanently enjoining Defendants Mac Warner, automatically substituted for Tennant as a defendant in this case, and Brian Wood, along with their officers, agents, servants, employees, attorneys, and all other persons who are in active concert or participation with them, from enforcing the filing deadline set out in West Virginia Code § 3- 5-7(c) (2015) against independent and minor-party candidates whose nomination is governed by West Virginia Code § 3-5-23(a)(2015); further directing Defendant Warner to notify all County Clerks of this injunction within 14 days after entry of this Order; finding that the plaintiffs are the prevailing party within the meaning of 42 U.S.C. § 1988. Signed by Judge Robert C. Chambers on 1/24/2017. (cc: attys; any unrepresented parties) (mkw)

Jan. 24, 2017

Jan. 24, 2017

Clearinghouse
27

JUDGMENT ORDER in accordance with the accompanying 26 Order, directing that a permanent injunction be entered as provided therein and that Defendant Warner notify all County Clerks of this injunction within 14 days; further finding Plaintiffs are the prevailing party within the meaning of 42 U.S.C. § 1988, and directing that this case be dismissed and stricken from the docket of this Court. Signed by Judge Robert C. Chambers on 1/24/2017. (cc: attys; any unrepresented parties) (mkw)

Jan. 24, 2017

Jan. 24, 2017

Clearinghouse
28

TRANSMITTED CERTIFIED COPY of 27 Judgment Order to attorneys and any unrepresented parties. (mkw)

Jan. 24, 2017

Jan. 24, 2017

PACER
29

MOTION by Darrell Castle, Naomi Spencer Daly for an Extension of Time to File Motion for Attorney Fees and Costs to 2-21-17 (Majestro, Anthony)

Feb. 7, 2017

Feb. 7, 2017

PACER
30

ORDER granting 29 MOTION by Darrell Castle, Naomi Spencer Daly for an Extension of Time to File Motion for Attorney Fees and Costs; directing Plaintiffs to file their motion for attorneys' fees by 2/21/2017. Signed by Judge Robert C. Chambers on 2/8/2017. (cc: attys; any unrepresented parties) (mkw)

Feb. 8, 2017

Feb. 8, 2017

PACER
31

MOTION by Darrell Castle, Naomi Spencer Daly for Attorneys' Fees and Expenses (Attachments: # 1 Sells Declaration, # 2 Winger Declaration, # 3 Majestro Declaration)(Majestro, Anthony)

Feb. 21, 2017

Feb. 21, 2017

PACER
32

MEMORANDUM by Darrell Castle, Naomi Spencer Daly in support of 31 MOTION by Darrell Castle, Naomi Spencer Daly for Attorneys' Fees and Expenses (Majestro, Anthony)

Feb. 21, 2017

Feb. 21, 2017

PACER
33

ORDER granting 31 MOTION by Darrell Castle, Naomi Spencer Daly for Attorneys' Fees and Expenses and awarding Plaintiffs $33,143.00 in attorneys' fees and $1,091.81 in costs, for a total award of $34,234.81 against Defendant Warner in his official capacity as Secretary of State; finding that Defendant Wood is not responsible to contribute to this award as he was brought into this action merely to ensure consistency amongst candidates. Signed by Judge Robert C. Chambers on 5/16/2017. (cc: attys; any unrepresented parties) (mkw)

May 16, 2017

May 16, 2017

RECAP

Case Details

State / Territory: West Virginia

Case Type(s):

Election/Voting Rights

Special Collection(s):

Law Firm Antiracism Alliance (LFAA) project

Key Dates

Filing Date: Sept. 19, 2016

Closing Date: May 16, 2017

Case Ongoing: No

Plaintiffs

Plaintiff Description:

Two prospective candidates for state and federal offices who were denied access to the general election ballot in West Virginia in 2016.

Plaintiff Type(s):

Private Plaintiff

Public Interest Lawyer: No

Filed Pro Se: No

Class Action Sought: No

Class Action Outcome: Not sought

Defendants

State of West Virginia, State

Putnam County, West Virginia (Putnam), County

Defendant Type(s):

Jurisdiction-wide

Case Details

Causes of Action:

42 U.S.C. § 1983

Constitutional Clause(s):

Due Process

Freedom of speech/association

Available Documents:

Trial Court Docket

Complaint (any)

Monetary Relief

Injunctive (or Injunctive-like) Relief

Any published opinion

Outcome

Prevailing Party: Plaintiff

Nature of Relief:

Injunction / Injunctive-like Settlement

Attorneys fees

Preliminary injunction / Temp. restraining order

Source of Relief:

Litigation

Content of Injunction:

Preliminary relief granted

State Statute Struck Down

Amount Defendant Pays: $34,234.81

Order Duration: 2017 - None

Issues

Voting:

Candidate qualifications

Voting: General & Misc.