© Springer Science+Business Media Dordrecht 2015Macarena Sáez (ed.)Same Sex Couples – Comparative Insights on Marriage and CohabitationIus Gentium: Comparative Perspectives on Law and Justice4210.1007/978-94-017-9774-0_3
3. Same-Sex Unions in Mexico: Between Text and Doctrine
Carretera México- Toluca 3655, Centro de Investigación y Docencia Económicas – DEJ, Col. Lomas de Santa Fe, DF, 01210, Mexico
Estefanía Vela Barba
Currently Mexico recognizes same-sex marriage in several states. The Mexican Supreme Court has been instrumental in this recognition, advancing an interpretation of marriage outside its historical and textual interpretation. The current state of same-sex marriage and LGBTI rights in general in Mexico is the consequence of a new interpretation of the role of marriage and the family in the Mexican society, as well as the evolution of the LGBTI movement.
KeywordsSame-sex marriageAutonomyFree development of personalityLGBTI rights
By 2013, Mexico City recognized same-sex marriage. The states of Coahuila, Colima, and Jalisco, recognized different forms of unions, each granting different rights that were exclusive for same-sex couples (solidarity pacts, conjugal unions, and civil unions, respectively). Through litigation, same-sex couples have been able to get married in Oaxaca, Colima, Yucatán, Sinaloa, Chihuahua, Estado de México, Jalisco, Guanajuato, and Nuevo León. Litigation was pending in other states, as well. Same-sex couples could adopt in Mexico City, Colima, and Coahuila. All of these models of recognition, with the exception of Coahuila’s solidarity pacts approved in 2007, happened in a lapse of less than 5 years, after Mexico City approved same-sex marriages in 2009 and the Supreme Court affirmed its constitutionality in 2010.
This chapter contends that the recognition of same-sex unions in Mexico is the result of legal changes pushed by the LGBT movement. At the same time, this work shows how these transformations were articulated in a narrative of individual rights. For the last decade this narrative has been gaining force and it has become a source of legitimacy for the courts’ decisions in the area. It was through individual rights that the Supreme Court was able to break the logic that previously informed legal reasoning around marriage: an essentialist way of reasoning that guaranteed the perpetuation of its original Catholic doctrine, sometimes in spite of its legal reforms.
This chapter is structured in three main sections: First, this chapter will review the main transformations of marriage and family law in Mexico, focusing particularly on recent Supreme Court decisions. This section attempts to identify the logic that informed the original doctrine of marriage, and how the framework of fundamental rights, as opposed to the original logic of marriage, has been altering this institution. Second, the chapter reviews changes towards the recognition of civil unions that culminated with same-sex marriage and adoption. The third section analyzes the 2010 Supreme Court decision (Acción de Inconstitucionalidad 2/2010) on Mexico City’s same-sex marriage legislation, and the 2012 Supreme Court decision (Amparo en Revisión 581/2012) that sanctioned same-sex marriage in the State of Oaxaca. This section sketches how the Court responded to the claim about marriage being linked to procreation, and the role that individual rights played as a counter argument.
3.1 Marriage and Family Law in Mexico
3.1.1 The Original Conception of Marriage and the Transformations of Marriage and Family Through History
Civil marriage in Mexico has two notable influences that affect how it functions even today.1 The first is Catholicism’s influence in the inception and understanding of marriage in Mexican society. The second, closely related to the first, is the influence of the Second Scholastic, and through them, of Thomism and Aristotelian reasoning, in the legal construction of marriage.
The first civil marriage in Mexico was actually a catholic institution. When the nascent Mexican Nation-State issued in 1857 its first law regulating the Civil Registry, it established that couples should get married before the Catholic Church. If they wanted their unions to have “civil effects,” they had to register them before the Civil Registry. When Mexico finally issued a law 2 years later that regulated marriage, including who could get married, how, and why, it replicated the institution of catholic marriage. The statute was passed in the context of the “wars” between the Mexican State and the Catholic Church. During this time, Mexico published a series of statutes, called the Leyes de Reforma (Laws of Reform), through which it tried to dismantle the power of the Catholic Church. Among other actions, the government seized control of the Church’s properties and enacted the Civil Registry Law and the Law of Marriage, areas previously controlled by the Church. Replicating catholic institutions through legal secular reforms allowed people to comply with Mexico’s regulations while remaining truthful to their faith. There was an acceptance of the catholic concept of marriage.2
The convergence between the catholic and civil concepts of marriage did not reside solely on the actual definitions, and rights and obligations, that each established. The basic structure of marriage, how it was defined and understood, was the same in the catholic and civil marriage institutions. Liberals followed the French Napoleonic Code in their regulation of marriage, while the Catholic Church followed Canon Law. Historian James Gordley claims that both the Napoleonic Code and Canon Law came from the same place: a conceptualist and teleological method of reasoning that Aquinas, following Aristotle, used on marriage, and, that the Second Scholastic, following Aquinas and Aristotle, used to build a doctrine of contract law.3 This doctrine of contract law survived up until the French Civil Code and even today in most of Mexican civil and family law. It is not that individualism and other modern values did not alter the way contract law or marriage, specifically, operated. The logic of these legal institutions, however, and not just only moral or religious beliefs about marriage, made its reform harder.
The first big change to marriage came in 1914 when divorce was understood as the dissolution of the marriage bond and individuals could remarry. The amendment, however, allowed for no-fault divorce only in cases of mutual consent. Otherwise, divorce was granted if there was fault by one of the parties. Fault basis for divorce meant that the “realization of marriage’s ends [were] impossible or unjust” or the “discord of the spouses [was] irreparable.”4 The idea of marriage as a union that could only dissolve if the realization of marriage became impossible changed in 2008 when no-fault divorce was allowed.5 In the early years of the twentieth century, however, marriage suffered two other important changes. The first was the elimination of all distinctions between legitimate and illegitimate children. The second was the recognition of cohabitation between a man and a woman as another form of family formation. Concubinato, however, granted little rights to the couple.6 With time, female concubines started gaining more rights. In the 1973 Social Security Law, for instance, female concubines were included as beneficiaries of social security. Prominently, the female concubines had a right to receive a pension derived from her partners’ work disability, age retirement or death, in similar conditions as legal spouses.7 In 1983, the law established that concubines –men and women– had the obligation to provide each other economic support.8 In 2000, concubinato became a full-fledged alternative to marriage, when it was officially conceived as another source of kinship9 and was granted “all the rights and obligations inherent to the family, as applicable to them.”10 In 2006, thanks to the LGBT movement, Mexico City recognized civil unions as an additional option for couples, both of same and opposite-sex (“sociedades de convivencia”). The law stated that these societies would enjoy the same rights and obligations established for concubines.11 The most prominent difference between concubinato and a civil union was its source of formation. While concubinato recognized an already established relationship between a man and a woman who had been living together for 2 years, or less if they had a child, a sociedad de convivencia was a contract that two people had to sign and register at a government office (not the Civil Registry).12 These changes are important because marriage stopped being the “only moral way to found a family.”13
Adoption suffered changes as well. Legally established in 1917, it was originally conceived as an exclusive relationship between the adoptee and the person seeking to adopt.14 It did not extend to other family members (grandparents, brothers and sisters, etc.). It was not until 1998 that the law included for the first time “full adoption” (adopción plena). In this case, the relationship between the adopted child and the birth parents was extinguished. And the adoption created a filial relationship between the child, the adoptive parents, and their extended family.15 The recognition of adoption undermines marriage as the exclusive gateway to family formation by accepting that biological reproduction is not the only way to establish parenthood.
With regards to obligations between spouses, changes were triggered by a concern for women’s equality. Even in the Law of Marriage of 1859, lawmakers denounced how “in spite of the philosophy of the century and of the great progress of humanity, the woman, that precious half of the human being, still appear[ed] degraded in the old legislation.”16 One of the innovations of the 1870 Civil Code, for example, was to give the mother, along with the father, parental authority (patria potestad).17 Many other changes slowly happened throughout the years.18 In 1974 the Constitution was amended to include a provision that men and women were “equal before the law.”19 This constitutional amendment gave an important push for the amendment of most states civil codes in Mexico, specifically with regards to marriage. Equality was enshrined in the Constitution and in the civil codes before the amendment. Sex, however, had, until then, been treated as a justified reason to allow a differential treatment between men and women, particularly within marriage. The 1974 constitutional reform was introduced precisely to change this conception. This reform was later complimented in 1981, when Mexico also incorporated the Convention on the Elimination of All Forms of Discrimination Against Women (CEDAW) into its law.20 Article 16 of CEDAW explicitly established that States must take measures to “eliminate discrimination against women in all matters relating to marriage and family relations,” which includes granting them the same rights and responsibilities “during marriage and its dissolution” and “as parents.” This move is important because it shattered the “sexed” nature of marriage. Before, marriage had to be between a man and a woman because only a man and a woman together could fulfill marriage’s ends. They were “halves” that, when joined, embodied perfect “conjugal duality.” The man was in charge of providing for the family; the woman was in charge of taking care of the family. With equality, these roles could remain the same, or be reversed, or be distributed in other ways. This distribution had nothing to do with the sex of the person, but with their personality and interests.
One of the ends of marriage, since 1859, had been reproduction. The 1974 constitutional reform introduced, together with sex equality, the right of each individual to freely determine the number and spacing of his or her children. In response to the constitutional reform, the law established that, when it came to marriage, the right to decide the number and spacing of children had to be exercised jointly by the spouses.21 This norm survives until today. It has only been altered once, in the year 2000, when the law established that couples had a right to access “any method of assisted reproduction to achieve [having] their own offspring.”22 This was also the year in which the definition of marriage changed and it became the “free union of one man and one woman to form a community of life, in which both offer each other respect, equality and mutual aid, with the possibility of procreating children in a free, responsible, and informed manner.”23 That same year, being incapable of copulating was no longer an impediment for marriage if the other spouse knew and accepted it. Historically, this can be viewed as the moment in which procreation stopped being one of the ends of marriage.
Originally infidelity was also grounds for divorce and adultery was a crime. In 1928, fidelity stopped being an explicit obligation of the spouses. Adultery was decriminalized in 2002 and infidelity stopped being a cause for divorce in 2008. With these changes there was no longer a link between the act of having sex and marriage. Additionally, in 2008 the Civil Code allowed people to change their birth certificate to reflect their sex change. This reform is notable for two reasons. The first is that it included no prohibition for trans people to get married. If a man became a woman and married a man, this became a valid marriage.24 The second highlight of this reform is that if trans people were married at the time of their sex change, the procedure did not modify their civil status and the couple remained married in the eyes of the law. If a man, married to a woman, became a woman, the law accepted their marriage –or at least the “obligations” that spawned from it.25 In the first case, if one considers that many trans people undergo surgery that affects their reproductive capacity, the law is implicitly sanctioning the disconnection between marriage and procreation. In the second case, the law is implicitly sanctioning the marriage that exist between two people that are now of the same sex.26
In December 2009, the law was reformed once more, this time redefining marriage as “the free union of two people for the realization of a community of life, in which both offer each other respect, equality and mutual aid.”27 It no longer included a mention of procreation, or sex diversity in the couple. Concubinato was also reformed to expand its effects to same-sex cohabitant couples. And, importantly, adoption was not reformed with the aim of excluding same-sex couples from being able to initiate an adoption process. With this reform, same-sex couples acquired the exact same rights as opposite-sex couples with regards to marriage and cohabitation.
Originally, marriage was an institution regulated almost exclusively by civil law and, marginally, by criminal law. In civil law, the State established the necessary procedures for people to get married; for marriages to get annulled (thus protecting “the essence” of marriage); and procedures for couples to separate (because they were incapable of complying with the “ends” of marriage). Out of all the obligations that marriage spawned, only one could be demanded directly before the State: the obligation of spousal and parental economic support. The rest of the obligations (living together, fidelity, etc.), could not be demanded; only their breach could be punished. Infidelity and abandonment of the home were grounds for divorce (which was conceived, originally, as a punishment); infidelity was also a crime (adultery).
In addition to several amendments triggered by social welfare reform, in 1974, the Constitution was amended to include the following norm: “[The law] must protect the organization and development of the family.” In that reform, article 123, section XXIX was altered and social security became a right of the worker “and [his or her] extended family.” The International Covenant on Civil and Political Rights, the International Covenant on Economic, Social, and Cultural Rights, and the American Convention on Human Rights became Mexican law in 1981.28 Additionally, the General Health Law was passed in 1983.29 It established that one of the objectives of the National Health System was to “promote the development of the family and the community.”30 The law advanced maternal care,31 determined that “health, educational and labor authorities” had to support and promote…cultural activities destined to strengthen the family unit….,32 and dealt with families with drug addiction and disability issues.33 In 2003, the General Health Law was reformed to create the System of Social Protection in Health, commonly known as the “popular insurance” (seguro popular). It was designed to reach the population that wasn’t being covered by the health insurance provided by social security. The “unit of protection,” however, became the family unit. It was not aimed at protecting the individual or the worker but the family unit, which could consist of: couples married or in concubinato, and “the father and/or mother” not joined in matrimony or in cohabitation.34
With regard to housing, as early as 1972, the Institute of the National Fund for Workers’ Housing was created by law. The loans given to each worker were to be determined considering the number of family members each worker had.35 In 1983, the Constitution was amended to establish that “every family ha[d] a right to enjoy dignified and decorous housing.” In 2006, the Federal Congress passed a law aimed at “establishing and regulating the national policy, programs, instruments and support so that every family might enjoy” this right.36
Besides housing, health, and property protections, the other great source of support for families came through support for children. Since 1929, several associations were created for this purpose, such as the National Association for the Protection of Childhood, the National Institute for the Protection of Childhood, the Mexican Institute for the Assistance to Childhood and the Mexican Institution of Childhood Protection. The actions these institutes took ranged from giving mothers’ milk and school lunches, and trying to solve the problem of child abandonment and exploitation. The highlight of reforms in this area came in 1977 with the creation of the National System for the Integral Development of the Family –DIF, for its initials in Spanish– which, until today, is the organism in charge of taking care of the “most vulnerable” sectors of society, including children, the elderly,37 and people with disabilities, and promoting policies for the “integration of the family.” They offered legal counseling for families; psychological attention and homes for children and teenagers; homes for the elderly, centers for rehabilitation of people with disabilities.38 Since the 1980s, the government has had several programs that supply day-care facilities for mothers. All of these programs are administered through DIF.39
To complete the protection of the family, there were also changes to the criminal law system. In addition to civil enforcement, not complying with the obligation of economic support became a punishable crime.40 Homicides, assaults, rape and sexual abuse received higher sentences if committed against a family member.41 The crime of femicide was also punished with higher crimes if the perpetrator was emotionally involved with the victim.42 Family violence was defined as “the physical, psycho-emotional, sexual, economical, patrimonial violence […] that happens […] in or out of the home” against the spouse, concubine, an ascendant, a descendant, the adopted child, the adoptive parent, the ward, or the person with whom a civil union was contracted.43 In all of these cases, the Criminal Code protects “the family” and not just the marriage bond.
3.1.2 Changes in Legal Reasoning Around Marriage
In spite of all these changes to marriage and the family, marriage was still interpreted according to the functions it fulfilled in society. Decisions on marital rape, loss of parental rights and no-fault divorce show this contradiction between textual reforms to the law and legal reasoning based on traditional concepts of marriage and family.
18.104.22.168 Marital Rape
Marital rape has been addressed by Mexican courts in several decisions. There are two separate rulings by the First Chamber of the Supreme Court of Mexico that framed the issue: one decided in 1994 (Contradicción de Tesis 5/92) and the other, reversing the first one, in 2005 (Solicitud de Modificación de Jurisprudencia 9/2005).
In the 1994 case, the Supreme Court had to decide a contradiction that existed between two circuit courts over the issue of marital rape. The disputed question was the following: Could there be an act of rape between spouses? One circuit court argued that it was rape in the terms established by the Criminal Code because the statute did not include an exception for spouses when regulating rape. If the law did not include this distinction, judges should not include it. The circuit court cited First Chamber precedents in which it had ruled that the fact that the victim was a prostitute did not excuse the perpetrator from being guilty of rape. If prostitutes were protected, so should spouses. Additionally, if the act was not considered rape, it would amount to allowing spouses to take justice into their own hands, which is expressly prohibited by the Constitution. The circuit court conceded, however, that spouses were subject to rights and obligations and one of those was “contributing to the ends of marriage, which implies perpetuating the species, which can only be achieved through intercourse.” This reasoning, however, did not authorize spouses to demand the fulfillment of this duty with violence, “since this would be taking justice into their own hands,” violating the Constitution and the rules of treating each other with respect.44
Another circuit court considered that forced intercourse among spouses was not rape in the terms established in the Criminal Code. The husband would be “legitimately exercising a right.” At most, the court argued, the husband could be “responsible for […] the injuries caused as a result of the violent coitus, but not of the crime of rape.”45 The court argued that at most forced intercourse could serve as a cause for divorce.
The First Chamber of the Supreme Court had to decide which of these two interpretations was correct. For this, it looked at procreation as an end of marriage. To fulfill this end “spouses must submit themselves to the carnal relationship as long as it is carried out normally, that is, as long as coitus is limited to the total or partial introduction of the penis in the feminine sexual organ; since they only have a right to a sexual relationship of this nature.”46
The Chamber argued that there was a “right to the carnal benefit,”47 but it accepted that this right had its limits. Prominently, it could not affect “morality, health or some other expressed legal norm.” For example, spouses had no right to impose “unnatural sex acts” on each other, since they had not agreed to this type of “carnal joining.” The Chamber added that in several situations the rape of the spouse could be possible, such as when the attacking spouse is drunk, is a drug addict, has a venereal disease or AIDS, if the rape occurred in the presence of other people, if the “woman” had an ailment, like paralysis, that prevented her from “producing herself in her sexual relationships,” or if the spouses were legally separated. In all of these cases, rape was rape. In all other cases, there could be no marital rape. It could be an “undue exercise of a right,” a crime of lesser significance in Mexico City’s Criminal Code. But it was not rape.
This case is paradigmatic of how the original doctrine of marriage was used against the text of the law. This case was decided in 1994, more than 100 years after Mexico first adopted a Constitution that guaranteed basic rights to freedom.48 And 20 years after sex equality was included in the constitutional text, along with the right to choose the number and spacing of children. It was decided almost 15 years after the CEDAW was ratified. In spite of all this constitutional guarantees and international obligations, the Chamber did not even mention a single constitutional or international norm.
Eleven years later, a Circuit Court petitioned the First Chamber to reverse its criteria. It gave several reasons for the reversal. It argued that, although the “conjugal obligation” affected both parties, it had unequal effects. Because of the physical nature of the procreative sexual act, women would generally be the victims of unconsented sex. It presented, therefore, a problem of discrimination on the basis of gender. The Circuit Court also argued that:
It may well be true that under the current contractualist conception of marriage, our legislation and doctrine consider procreation as one of its ends, and conjugal obligation and mutual fidelity as some of its consequences, [which come to] restrict [the spouses’] sexual freedom [… However], this does not imply that the freedom to refuse […] to have sex with the spouse disappears, regardless of whether the fact that if this refusal is deemed unjustified the [rejected] spouse might invoke it as a cause for divorce. Sustaining the opposite view would take us back to the conception of marriage in which the woman is considered an object that the man acquires as property, over which he has an absolute and unlimited power, and would [lead us to] disavow the sublime and consensual nature that every sexual union between husband and wife must have.49
The First Chamber’s response was very brief. First, it admitted that rape in the criminal code did not include an exemption for spouses. It then analyzed the civil code, which did not include an explicit exemption for spouses with regards to rape or a right “to access the sexual act in a violent way” against the other spouse’s wishes.50 After reviewing the civil code and not finding an exemption, the Chamber concluded that although an essential component of marriage was procreation, there was a constitutional right to sexual liberty and a right to decide when to procreate.51
The logic of looking at the ends of marriage was not shattered entirely. The Chamber court did not go as far as to establish that the obligation to procreate did not exist. The new interpretation, however, prioritized the individual constitutional right to choose the number and spacing of children over the marriage-based right to “carnal access.”
22.214.171.124 Marriage, Divorce and the Loss of Parental Control
The dispute spawns from two separate cases in which parents had lost their parental rights over their children because they “abandoned” the marital home for over 2 years. In the first case, the father left the marital home with his son because his wife was mentally ill and doctors had recommended the separation. The father and the paternal grandmother took care of the son. In the second case, a mother lost her parental rights over her children because she had abandoned the home for more than 6 months.
The first lower court argued that the loss of parental control was a disproportionate penalty that violated the Mexican Constitution. Following old Supreme Court precedents, the second lower court argued that the loss of parental control was not a sanction because the Civil Code did not establish it as a sanction. The Civil Code merely determined that in a divorce ruling, the judge had to decide over the situation of children.52 The spouse lost her rights, “but this was not because she was punished.”53 A few lines further, this lower court affirmed that the law did not distinguish at all between the different types of causes for divorce, in order to establish if one was worse than the other, since they all revealed a lack of moral quality of the spouse that would affect the wellbeing of the child because any fault based cause for divorce implied recklessness with regards to the duties that parental control demands.54 This rationale, the lower court argued, protected the family, complying with constitutional mandates.
In the lower court’s decision a bad spouse was automatically a bad parent. Whether it was infidelity or abandonment of the home, fault based divorce revealed “the moral quality” of the spouse involved. What was done against one member of the family was really done against them all. Not complying with one end of marriage meant not complying with all the relationships that naturally spawn from marriage, such as parenthood.
In this case, the Court separated the constitutional protection of the family from the constitutional protection of “parental control” (patria potestad) and both, from the rights of children.55 Although they connect, these protections were considered by the Court as independent “guarantees.” The Court affirmed that parental control was an institution designed to protect minors, regardless of whether they were born to a marriage, or not; and whether the children were adopted, or not.56 With this new reasoning the Court sees parenthood not as a natural consequence of marriage but as an independent right of parents.
The Court affirmed that the abandonment of the home did not necessarily imply the abandonment of the child.57 The Court also reasoned that interfering with the parent-child relationship could have the effect of depriving the child of the benefits of the parent’s “cultural, ethical, moral, religious formation, as well as [this parent’s] patrimonial administration of the [child’s] assets.”58
126.96.36.199 The No-Fault Divorce Case
In 2008, Mexico City introduced no fault divorce in its Civil Code. Spouses could now unilaterally dissolve their marriage upon request, without having to give specific reasons for it. The new law established that all matters related to children and property, had to be decided separately. The First Chamber of the Supreme Court was called to rule on an amparo, an individual suit brought by a woman who had been divorced under this new procedure and was challenging it.59 In this amparo procedure the plaintiff claimed that no fault divorce was a violation of article 4, paragraph 1 of the Federal Constitution, a norm that enshrined “the right the family has so that through the laws […] its organization and development are protected.”60 If the family was the basic unit of society the State had to protect it and the legislature could not pass statutes against its survival by considering the will of one of the spouses to be enough to dissolve the marriage bond, without allowing the other spouse to oppose.”61 The plaintiff claim that the reform left the abandoned spouse defenseless.62
The plaintiff argued that this reform “violated the theory of obligations, [and was] contrary to all legal logic, since marriage is a bilateral act that can only end through the death of one of the parties, through a mutual agreement between the parties that started it, or because of the presence of a grave cause that leads to its termination.”63
The First Chamber conceded that the State had an obligation to protect the family.64 This protection meant that the State “must establish the best conditions for the full development of [the family] members, since [the family] is and must continue being the unit or best place for the growth and formation of individuals.”65 This implies that it must pay “attention to […] the institutions that keep [families] together.”66 The First Chamber agreed that stability was important, but achieving it “[did] not imply that the spouses, per se, must remain together even if their coexistence [was] impossible.”67 “Since time immemorial,” the Chamber wrote, “the State recognized the existence of a legal institution that would allow the dissolution [of the marriage] when coexistence became impossible between the spouses and with the children.” Divorce, in this scenario, appeared as a “less harmful solution” than forcing the spouses to remain together in “dysfunctional relationships of abuse or family violence.”68 Divorce was just the State’s recognition of a “de facto situation.”69
Protecting the family implied “preventing violence, be it physical or moral, as a consequence of the controversy sparked by fault divorce.”70 This is why no fault divorce, at the same time that it protected the family, also respected “the free development of the personality.”71 If a lack of love72 was never a valid reason to split up, now it was.
3.2 Towards the Recognition of Same-Sex Couples and Same-Sex Marriage
In 2001, the right to non-discrimination was included in the Mexican Constitution. The text read: “Every form of discrimination motivated by […] gender, […] health conditions, […] preferences, or any other that violates human dignity or seeks to annul or diminish the rights and liberties of a person is prohibited.”73 In 2003, the Federal Law to Prevent and Eliminate Discrimination was passed. The law established that discrimination, specifically on the grounds of “sexual preferences,” “sex,” and “health,” was prohibited. It also created the National Council to Prevent Discrimination (CONAPRED).74 This organism is mainly in charge of promoting the right to non-discrimination within the Federal Government.75 Out of all the institutions that directly or indirectly have promoted LGBT rights, this one has been the most vocal, being involved, especially since 2010, in condemning violence and hate speech against the LGBT community.
Two important things happened in 2006 in Mexico City. First, hate crimes were included in the Criminal Code and, second, the law recognizing civil unions was passed.76 By “hate crimes” (technically, the crime is called “discrimination”), article 206 of the Criminal Code understands the provocation of hatred or violence; the denial of a right or service; the exclusion of a “person or group of persons” (although the law does not say exclusion from what); and the denial or restriction of labor rights “on account of age, sex, civil status, pregnancy, race, ethnic origin, language, religion, ideology, sexual orientation, skin color, nationality, social position or origin, work or profession, economical position, physical characteristics, disabilities or health status or any other that violates human dignity.”77
Starting in 2001 the law of civil unions was pushed by Enoé Uranga, a lesbian congresswoman in the Mexico City Assembly. She worked closely with a group of lesbian activists in drafting this legislation.78 In spite of the fact that civil unions were both for same- and opposite-sex couples, it was praised as a gain by the LGBT community. A few months after this law was passed in Mexico City, the “Solidarity Pacts” were approved in the state of Coahuila. These pacts were exclusively for same-sex couples and they altered the couple’s civil status. Civil unions could be dissolved, for instance, by marrying another person; a solidarity pact could not be dissolved that way. Also, the Solidarity Pact included an express provision banning adoption,79 while civil unions did not have such prohibition.
After these changes, Mexico City Assembly reformed its Civil Code to allow sex changes.80 The sex change did not require individuals to undergo surgery or hormonal treatment. A few months after the law was passed, the Supreme Court issued the Amparo Directo Civil 6/2008, in which it established that not allowing people to have a sex change was a violation of the right to the free development of the personality. This was the first time ever that the Court spoke about this right. Interestingly, the Court based its decision mostly on international treaties and their diverse articulation of the right to liberty and privacy, reinterpreted under the paradigm of dignity and non-discrimination.81 In plain terms, the Court established that the right to the free development of the personality implied that the person was free to be who he or she was. This included deciding whether or not to get married, whether or not to have children, what profession to pursue, and, also, it included deciding over one’s “sexual options” and “sexual identity.”82 In this decision, the Supreme Court basically protected gender identity, sexual orientation and marriage as part of the right to the free development of the personality.
Less than 1 year after this decision, Mexico City’s Assembly approved same-sex marriage and same-sex concubinato.83 The Attorney General challenged the reform.
Parallel to these developments, in 2007, Mexico City decriminalized abortion during the first trimester of the pregnancy. This reform was challenged before the Supreme Court as well. Among the many points that the Court was asked to rule on, one regarded the fact that the man “responsible” for the pregnancy did not have a power to veto the pregnant woman’s decision to have an abortion. For those pushing this point, the right to choose was a right that had to be jointly exercised by the woman and the man. The Court responded that “the right to be a father or a mother” was not a right that was exercised jointly. Adoption, it argued, was a way to exercise the right to be a father or a mother and it was exercised individually.84 The Court also affirmed that “sexual liberty and reproductive liberty” were separate liberties; and that reducing sexual liberty to reproductive liberty “ignored that the protection of the basic rights of people includes dimensions of sexuality that have nothing to do with those destined to protect a space for a decision related to the question of whether or not to have children.”85
3.2.1 The Mexico City Ruling
The statutes on same-sex marriage and concubinato passed by Mexico City’s legislature were challenged through an acción de inconstitucionalidad (action of unconstitutionality), a judicial mechanism of abstract review that requires a supra-majority of 8 Justices –out of 11– to strike down the challenged law. Nine Justices voted in favor of upholding same-sex marriage and upholding same-sex couples accessing the adoption procedures.
The acción de inconstitucionalidad was initiated by the Attorney General of Mexico. It was not the only challenge against the reform. Six other States challenged it through a mechanism known as the controversia constitucional (constitutional controversy), which is designed to protect the constitutional division of powers and federalism, by allowing each level and power of government to challenge what they perceive to be an infringement on their own powers by other levels and powers of government.86 These States argued that the Mexico City reform would force them to recognize a type of marriage that their legislation either did not recognize or explicitly prohibited. All six of these challenges were ultimately dismissed. The reason was simple: it was the Federal Constitution, in its article 121, clause IV, that forced them to recognize Mexico City’s marriages.
Within the Acción de Inconstitucionalidad 2/2010, three main briefs were filed. The first was the General Attorney’s. The second was filed by Mexico City Assembly explaining why it approved the reform and why the Court should uphold it. The third brief was filed by Mexico City’s government, in which it too explained why it published –and thus, implicitly approved– the reform.
The Attorney General’s brief challenged same-sex marriage, but not same-sex concubinato. He argued that he was not against legal recognition of same-sex relationships but only against their recognition through marriage. Same-sex couples, he sustained, should be regulated through civil unions, an institution more “appropriate” for them. The brief did not argue that sexual preference or orientation should not be treated as a suspect class when arguing discrimination. His position was that not allowing same-sex couples to marry was an authorized differentiation, even within the doctrine of the right to non-discrimination. The law, the Attorney General argued, should treat equally those who are equal and unequally those who are unequal. Homosexuals and heterosexuals, for the purposes of marriage, were not equal. The brief also argued that marriage was designed for procreation, which he understood in strict (hetero)sexual terms. Thus, same-sex couples could not “fit” into marriage, since same-sex couples could not sexually reproduce with each other. The brief also argued that this understanding of marriage was reflected in article 4, paragraph 1 of the Federal Constitution, which states that the “law must protect the development and organization of the family.” He also argued that this was the concept of marriage included in international treaties such as the Universal Declaration of Human Rights, the American Convention on Human Rights and CEDAW. Finally, he argued against same-sex couples having access to adoption based on the suffering these children would endure from social discrimination.
The Mexico City Assembly and Government ended up writing different, yet complimenting briefs. The Assembly focused, mainly, on homophobia, making the case fundamentally about discrimination against people that were not heterosexual. It included a section in which it casted the history of LGBT persecution. Whether they were criminally prosecuted for the sex they had or whether they were denied recognition for their family life, State action against these people amounted to a violation of their rights. Given that the issue was marriage, specifically, they focused on two rights: the right to the protection of the family and the right to freedom of expression. The latter was more thoroughly developed: allowing same-sex couples to access marriage granted them access to a State-created form of expression. This was important because it was connected to the right to the development of one’s personality: these couples were now free to (live and) express their love in this form.
The Mexico City Government, on the other hand, made the case about family diversity. This was not, the City argued, just about LGBT families, but about all families that did not conform to the husband/father-wife/mother-(sexually produced) offspring model of the family. Its brief focused on three things: (1) tracking the sociological development of the family in Mexico and showing how today, family diversity is a fact; (2) holding that article 4, paragraph 1 of the Federal Constitution protected all types of families: straight, gay, two-parent, one-parent, no children, adopted children, etcetera; (3) and holding that the Universal Declaration of Human Rights, the American Convention on Human Rights, and CEDAW did not limit marriage to opposite-sex couples.
The Supreme Court’s ruling is a mixture of the Assembly and Government’s briefs, with its own innovations. The first thing that must be noted is that it is a decision both about LGBT discrimination and family diversity. The Court used mainly the narrative of family diversity to resolve the issue around marriage; while it was the narrative around discrimination that helped solve the issue of adoption.
188.8.131.52 Why Is Same-Sex Marriage Constitutional?
The first question the Court answered was whether same-sex marriage was constitutional. Since the Attorney General argued that article 4, paragraph 1 of the Federal Constitution prohibited expanding marriage to same-sex couples, the Court focused its first efforts on showing why this was not the case. For the Court, article 4, paragraph 1 of the Federal Constitution mandated the protection of all families. In spite of the Constitution using the singular the family (“la familia”), the Court established that this meant families. And it understood this concept as implying not only couples, but filial relationships as well such as parents and their offspring, partners, grandparents, and their grandchildren. These were all examples of constitutionally and, most importantly, independently protected family relationships.
In addition to understanding “the family” to mean relationships that went beyond the couple, the Court then established that the law had to recognize socially relevant family relationships. “The family,” the Court reasoned, “rather than being a legal creation, spawns from human relationships, and corresponds to a social design that […] is different in each culture […].”87 What a family was depended on the social context. And since social contexts change over time, so did family structures.
Social phenomena like the incorporation of women to the workforce; reduced birth rates; divorce rates and, thus, remarriages […]; the increase in the number of single parents; common-law marriages […]; [the development of] assisted reproductive technology; [… new patterns and waves of] immigration and the economy, among other factors, have [resulted] in the traditional organization of the family changing.88
The Court stated that Article 4, paragraph 1 protected families and it was up to the legislator to determine how it would protect them. In this determination, the legislator had to acknowledge social change, if the Constitution was to be a “living document.”89 In this scheme, marriage appeared as one of the legislative –as opposed to constitutional– designs which had been used to protect family ties. And there was no reason for it to be the only one or for it to have any content in particular; other, of course, than that required by other rights. This is where international treaties came into play.
For the Court, international treaties led to two conclusions: the first was that marriage was not exclusively heterosexual. A simple reading of the articles that regulate the family and marriage in these documents did not lead to the conclusion that marriage had to be between a man and a woman90