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Monday, November 24, 2014

Judicial Selection and Death Penalty Decisions

Another response essay from my research design midterm.

Canes-Wrone, B., Clark, T., and Kelly, J (2014). Judicial Selection and Death Penalty Decisions. American Political Science Review, 108(1):23-39.

Question 1: The authors test three hypotheses: first, that partisan state supreme court judges (where “partisan” refers to selection by partisan election) are least likely to uphold death sentences, compared to nonpartisan (self-explanatory) and retention (subject to merit retention election) judges; second, that there is a direct relationship between public support for the death penalty and the likelihood that partisan judges will affirm death sentences; and finally, that there is a direct relationship between public support for the death penalty and the likelihood that a reappointed judge (one who does not face direct election in any way, but is reappointed by directly elected officials) will affirm death sentences. All of the hypotheses are theoretically supported, not only in their assertions, but in their limitations. The first hypothesis is supported by the notion that partisan labels are powerful signals that can override interest group action. Thus, judges who do not benefit from partisan labels may avoid action that would trigger interest group action (such as attack ads for overturning a death sentence). While the authors note that this could create collinearity problems where judicial decisions are driven by support for the death penalty rather than judicial selection systems, they point out that there is no variation in the data as to “whether the death penalty is popular.” They differentiate this from “level of support” to justify the phrasing of their first hypothesis (which asserts a greater likelihood, rather than a direct relationship). As to the second hypothesis, it is supported by literature that suggests that partisan elected officials are likely to be responsive to lopsided public opinion. Because the literature focuses only on partisan officials, the authors limit this hypothesis to partisan selection systems, acknowledging that the predictions could play out differently in nonpartisan contexts. The final hypothesis cites to literature that “indirectly elected” officials behave similarly to directed elected officials “when voters’ policy views are strong.” This is the weakest linkage, as the authors a) assert that reappointment judges are “indirectly elected” without assessing the institutional norms that constrain judges, instead treating them like bureaucrats without civil service protection; and b) they assert without evidence that the death penalty is always salient, when they probably should have included salience as a control variable for this hypothesis. While testing for salience is problematic, the authors should have at least attempted it.

Question 2: The dependent variable is a judicial vote. It is measured as a vote to uphold a death sentence is DV=1, a vote to grant relief is DV=0. “Vote to grant relief” is broadly defined as a vote that supports a “ruling that precludes inposition of a death sentence unless further action is taken by some court.” This measure is internally valid as the hypotheses are testing judicial behavior as measured through votes. It is reliable because judicial votes can be discerned even for per curiam opinions where judge’s positions are not listed, as per curiam opinions are presumably unanimous.

Question 3: The independent variable is judicial selection mechanism. The authors engage in a certain amount of lumping in coding this variable, as reappointment mechanisms vary in their details as to the relative involvements of the executive and legislative branches. All of those systems are lumped together as “reappointment.” They also note, and code separately, those states that changed their selection mechanisms during the period under study, which provide for natural experiments. Finally, they exclude states where supreme court judges are selected in districts, rather than by a state-wide mechanism, and where the selection mechanism is a hybrid of multiple coding options. They code via four dummy variables, where the state is coded as IV=1 for its selection mechanism, and IV=0 for all others. This measure is internally valid because it isolates the effect of the selection system on death penalty votes, although they note that because of the lack of variance in death penalty support, they cannot exclude the possibility that judges are more responsive to a punitive public than otherwise. They also interact their primary IV with the level of support for the death penalty to informally test the second hypothesis for systems other than partisan selection. This measure is reliable because judicial selection mechanisms are readily available for anyone to find.

Question 4: The authors control for four judge-level variables: partisan affiliation, proximity to reselection, proximity to mandatory retirement, and lame-duck status. They control for nine case-specific variables: murder of a police officer, murder in conjunction with rape or robbery, multiple or female victims, the number of grounds presented in the appeal, whether the state supreme court characterizes the appeal as rising under a newly-decided United States Supreme Court decision, the state’s homicide rate, and time (arguing that as states perfect their death penalty processes to survive Eighth Amendment scrutiny, reversals drop). In an appendix, they toy with a method for controlling for race of defendant and victim, but conclude that the method is not sufficiently reliable to include in the main paper, while noting the results. They also control for state-level fixed effects, holding constant “the state’s general propensity to affirm death sentences.” The state-level fixed effects model analyzes only judges in states that changed their selection mechanisms to use the natural experiment method. The authors also use a judge-level fixed effect model to examine the effect of changes in selection mechanisms on individual judges. The fixed-effect models are justified as natural experiments in states that changes their selection mechanism.[1] Two of the judge-specific control variables and eight of the nine case-specific variables are derived from the literature that argues that they affect judicial decision-making, and thus are necessary. The remaining three variables are not supported by the literature. The case-specific variable – whether the United States Supreme Court triggered the appeal – is theoretically unjustified, in that the authors note that such decisions “tend to inspire a wave of successful appeals, as well as some unsuccessful ones.” Because of this case-driven variation in results, this variable, if included, should have only been included as an interaction with other case-specific controls. However, it turns out that this variable is tremendously significant, explaining over one-third of the variation, and statistically significant at the p<.01 level. This suggests that the variable may have initially been included as an interaction variable, and was disaggregated after the authors saw its significance and a post hoc theoretical justification offered, potentially on resubmission. With the judge-level variables, the theory at least justifies their inclusion, as the authors argue that judges who do not face reselection pressures do not suffer from the same public opinion constraints. However, the numbers don’t add up: none of the models show that these variables have any statistical significance, although lame-duck status does explain a high level of variance, suggesting that judges who have been rejected for reselection retaliate against the system that turfed them out.

Question 5: These authors, in describing judge-level control variables, place themselves firmly in the attitudinal school of judicial politics. They really, really want to treat judges as legislators (or at best, as bureaucrats). But the attitudinal model has been, more or less, exploded for twenty years. While strategic approaches to judicial behavior are predicated on the court being treated as a closed system, which renders their theory moot, the new institutionalism explores the role of institutional design and norms on judicial behavior. I would like to have seen this article explore the institutional norms (prior precedent, court composition, panel composition rules, etc.) to determine if those constraints were driving judicial decisions. For example, a Texas judge who believes that ineffective assistance of counsel claims are valid where counsel slept through a trial would be constrained to vote to uphold a death sentence by Texas law which forecloses such claims. This would be true, even if public opinion shifted in favor of recognizing such claims, unless a majority of the court shifted with it. In short, prior precedent forecloses certain votes until public opinion sufficiently interacts with judicial ideology to shift a majority of the court’s votes. But by excluding such factors as the role of stare decisis, the authors ignore the fact that courts are not legislatures.

Question 6: I would use content analysis to challenge this article. I would approach my challenge by studying the opinions that decide death penalty cases, rather than simply votes. This obviates the issue of treating judicial votes as equivalent to legislative votes, and incorporates the power of concurrences – which these authors conflate with majority votes.



[1] This aspect of the response is thus not eligible for grading under the terms of the exam, as the method for these models was experimental. These models will not be discussed further.