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“Spouse in the House”

The issue

            In 1995, Premier Mike Harris’s government in Ontario amended its welfare program. Before the changes, two unrelated people of the opposite sex were generally considered to be “spouses” if they lived together for more than three years. Under the proposed 1995 welfare rules, a single mother could lose her benefits immediately if it was determined that she was living in “cohabitation” (undefined) with her opposite sex partner regardless of how long they had been living together.

            The government’s rationale was that a man living with a woman would either in fact be supporting her, or should be, and that therefore she was not as “deserving” of benefits as someone who did not have such a residential situation.

            The Ontario government in 1987 had abandoned the so-called “spouse in the house” rule. In announcing the 1987 changes, then Minister of Community and Social Services John Sweeney stated: “It’s time to move away from intrusive investigations into private conduct, towards a system which looks to the objective needs of sole support parents.”

            In 1995, the Harris government returned to the “spouse in the house” concept and issued guidelines that were designed to show when a single mother was involved in a relationship with a member of the opposite sex. The government questionnaire included the following questions:

            Do you and your co-resident spend spare time at home together?

            Do you go to church, temple, synagogue, etc. with your co-resident?

            How do you and your co-resident address each other’s parents?

            Who takes care of you and your co-resident when either of you are [sic] ill?

            Do you ask your co-resident for advice regarding the children?

            Does your co-resident buy them birthday or other presents?

            In addition, the recipients were asked to sign a waiver so that government employees could ask neighbours and co-workers about them and their personal lives. One recipient reported she was advised that the Family Benefits worker would ask “around in the community” to determine her living arrangements. She reported that her neighbours did not know she was on government assistance and was embarrassed at the thought of having this information disclosed.

            Another recipient was asked to prove her co-resident was not a “spouse” and did not support her. She reportedly had to obtain a letter from her incarcerated boyfriend stating that she was his girlfriend, and her co-resident had to provide a letter from his girlfriend outlining their relationship. Family Benefits suspected her co-resident was in fact her “spouse” because of reports of third parties who, in particular, reported that she and her co-resident played cards together as a team.

            Family Benefits workers were reportedly encouraged to conduct “bathroom visits” to see if shaving cream or extra toothbrushes were there because this would show a male over night visitor. Lists of household items were considered proof of male visitors, such as hunting magazines, a large dog, expensive stereo equipment, and “masculine” clothing. There was a report of one worker who would sit in the parking lot of apartment complexes at night, to see who visited sole support mothers. One mother was reportedly asked to try on unisex boots found in her home to prove they were hers and did not belong to her “spouse.”

The Case

Falkiner v. Ontario

            Following the changes made in 1995, many single mothers lost their benefits. Four of them filed legal challenges. In May 2002, the Ontario Court of Appeal held that the changes violated the Charter of Rights and Freedoms. The Ontario government has appealed the case to the Supreme Court of Canada, which has agreed to hear the case.

            All four women who filed suit lost their benefits. They were all unmarried mothers with at least one dependant child each. They were living with men, but in reportedly trial relationships, and all had lived with the men for less than one year. As soon as the changes came into effect, the men with whom they lived were considered to be their “spouses” and were therefore considered to be, or should have been, supporting their children.

            Section 15(1) of the Charter states: “Every individual is equal before and under the law and has the right to the equal protection and equal benefit of the law without discrimination and, in particular, without discrimination based on race, national or ethnic origin, colour, religion, sex or mental or physical disability.” In addition to those categories specifically listed, the Supreme Court has held that discrimination against other groups is also prohibited, if those groups share similar characteristics with the ones listed in Section 15(1).

The women argued that the 1995 changes discriminated against them because of their sex. They also argued that the changes discriminated against them based on marital status and the receipt of social assistance. Although neither of these is specifically mentioned in the Charter, the Court agreed and found that the new rules did discriminate against the recipients based on those categories. The Court stated that these two categories were analogous to the others listed in the Charter because they shared many of the same characteristics as those listed, such as historic discrimination and persecution, as well as social disadvantage. This decision marked the first time that receipt of social assistance was recognized as a protected group.

In addition, the court ruled that the definition of spouse was too broad because it would catch relationships where no financial support existed. For example, the court stated the definition would include relationships lacking certain key characteristics of “spouse,” such as permanence, commitment, a legal obligation to support and the right to claim support.

            The Court, in ruling for the first time that receipt of social assistance could be a protected category under the Charter, realized the controversial nature of the decision. Judge Laskin addressed this issue in the opinion, and stated that the ruling recognized the “protection of human dignity” which is central to Charter protection.

The government had argued that the new rules would in fact reduce discrimination by treating married and unmarried women equally. However, the Court was not persuaded and stated: “Far from negating any discrimination as the government contends, administering the challenged definition by requiring social assistance recipients to complete this questionnaire further suggests that the definition undermines human dignity.”

The women also argued the rules drew conclusions and assumptions that were not necessarily valid. The mere fact that a single mother had overnight guests and male toiletries in her bathroom did not mean that the man supported her or her children.

The Canadian Civil Liberties Association (CCLA) intervened in the case. CCLA contended that the new rules and the associated questionnaire violated the women’s right to privacy. CCLA also argued that the rules would further hinder single mothers on assistance from being able to form relationships with men. However, the Court did not address these privacy issues. Instead, the Court stated that the rules were invalid because they violated the equality guarantee provided in section 15(1) of the Charter.

The Debate

            The Ontario government put forward two justifications for the 1995 changes. First, the regulations treated married and unmarried women alike in assuming financial support, therefore, the regulations in fact were reducing discrimination. Second, the regulations made sure that scarce public funds went to those who needed it most, those who did not have private sources of support.

            In addition to the arguments put forward by the government, commentators have supported the regulations and have criticized the Court of Appeal for its ruling in Falkiner. Most of the criticism has focused on the decision of the Court to include receipt of social assistance for protection under section 15 of the Charter. According to Chris Schafer of the Fraser Forum, the Court was therefore saying that earning capacity was an “immutable” characteristic such as race, ethnicity and gender. “In other words, the court finds that receipt of social assistance, which signifies a person’s economic condition, is a ‘characteristic that is difficult to change, at least for a significant period of time,’ or is otherwise immutable. This is unsound. Not only does it fly in the face of the evidence about how Canadians earn income, it also leaves the door open to genuinely pernicious expansion of the ground for litigating just about everything. Canadians’ incomes are not immutable.” (Chris Schafer, Welfare Reforms Jeopardized?, Fraser Forum, June 2002, at 3).

            Mr. Schafer also stated that the Court’s ruling could jeopardize further government attempts at welfare reform. He pointed to U.S. reforms that have attempted to move recipients off welfare by requiring them to find jobs and placing time limits on receipt of benefits. According to Mr. Schafer, the Court’s ruling could effectively mean that the provincial governments could not initiate such reform programmes because receipt of social assistance is now a protected class.

            Others praised the Court’s ruling. Vincent Calderhead, a staff lawyer with the Nova Scotia Legal Aid office in Halifax, has defended the decision against criticism like that levelled by Mr. Schafer. In Mr. Calderhead’s opinion, the equality guarantee provided in section 15 of the Charter is the provision that according to the Supreme Court “is intended to promote and protect human dignity.” He continued: “That welfare recipients as a group have been subject to decades of demeaning treatment by society and are, therefore, entitled to the protection of the Equality Guarantee will come as no surprise to Canadians except, it appears, to Chris Schafer and the Fraser Institute.” He concluded by stating that “at bottom, Schafer would like governments to be free to do just about anything they want with people who are in need.”

            The Court in its decision focused on the section 15 arguments. However, the 1995 rules raised serious privacy concerns as well. CCLA General Counsel, Alan Borovoy stated that “the rule … invites welfare administrators to invade the recipient’s personal privacy.” CCLA intervened in the case and argued that the rule violated the privacy and dignity of people who collected social assistance and unfairly discouraged them from taking in roommates or from forming intimate relationships with members of the opposite sex. The case is slated for the Supreme Court. Perhaps these privacy arguments will be addressed at that level?

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