zobel v williams

ADVOCATES: Avrum M. Gross – on behalf of the Appellees Mark A. Sandberg – on behalf of the Appellants But it also proves far too much, for "it would permit the State to apportion all benefits and services according to the past . . Alaska has not shown that its new residents are the "peculiar source" of any evil addressed by its disbursement scheme. Pp. However, that objective is not a legitimate state purpose. the right of free ingress into other States, and egress from them. 849, 858-859 (1975); Comment, The Right to Travel: In Search of a Constitutional Source, 55 Neb.L.Rev. Compare ante at 457 U. S. 60-61, with Memorial Hospital v. Maricopa County, supra, at 415 U. S. 261-262, and Shapiro v. Thompson, supra, at 394 U. S. 634, 394 U. S. 638. In response to the argument that the objectives of stabilizing population and encouraging prudent management of the Permanent Fund and of the State's natural resources did not justify the application of the dividend program to the years 1959 to 1980, the Alaska Supreme Court maintained that the retrospective aspect of the program was justified by the objective of rewarding state citizens for past contributions. Similarly, in Paul v. Virginia, 8 Wall. Here we need not speculate as to the intent of the Alaska Legislature; the legislation expressly provides that invalidation of any portion of the statute renders the whole invalid: "Sec. Certainly the right infringed in this case is "fundamental." See Note, A Constitutional Analysis of State Bar Residency Requirements under the Interstate Privileges and Immunities Clause of Article IV, 92 Harv.L.Rev. Alaska's scheme classifies citizens on the basis of their former residential status, imposing a relative burden on those who migrated to the State after 1959. The Alaska statute does not impose any threshold waiting period on those seeking dividend benefits; persons with less. at 469-471. The statutory scheme is unconstitutional pursuant to the minimum rationality test. In Corfield v. Coryell, 6 F. Cas. Flying would become a way of life for law enforcement officials, as well as other Alaskans -- an expensive way of life. For these reasons, I conclude that Alaska's disbursement scheme violates Art. The question presented on this appeal is whether a statutory scheme by which a State distributes income derived from its natural resources to the adult citizens of the State in varying amounts, based on the length of each citizen's residence, violates the equal protection rights of newer state citizens. Residents received $50 in benefits for each year they lived in Alaska. In my view, the acknowledged illegitimacy of that state purpose has a different heritage -- it reflects not the structure of the Federal Union, but the idea of constitutionally protected equality. I write separately only to emphasize that the pervasive discrimination embodied in the Alaska distribution scheme gives rise to constitutional concerns of somewhat larger proportions than may be evident on a cursory reading of the Court's opinion. Z. Chafee, Three Human Rights in the Constitution of 1787, p. 177 (1956). [Footnote 2/2] That Clause does not provide for, and does not allow for, degrees of citizenship based on length of residence. 1211 (NH), summarily aff'd, 414 U.S. 802 (1973) (7-year citizenship requirement to run for Governor); U.S.Const., Art. Thompson, 394 U. S. 618, and Zobel v. Williams, 457 U. S. 55, it pe-nalized “the decision of new residents to migrate to [California] and be treated [equally] with existing residents,” Green v. Anderson, 811 F. Supp. Brief for Appellees 35, n. 24. essential to the Nation as a whole than the right to establish residence in a new State. Cf. But the illegitimacy of a State's recognizing the past contributions of its citizens has been established by the Court only in certain cases considering an infringement of the right to travel, [Footnote 4/1] and the majority itself rightly declines to apply. But we have never suggested that duration of residence vel non provides a valid justification for discrimination. Kline, 412 U. S. 441 (1973), reveals, the Court has rejected this objective only when its implementation would abridge an interest in interstate travel or migration. The only apparent justification for the retrospective aspect of the program, "favoring established residents over new residents," is constitutionally unacceptable. No. . IV's Privileges and Immunities Clause. The State, which had a total budget of $124 million in 1969, before the oil revenues began to flow into the state coffers, received $3.7 billion in petroleum revenues during the 1981 fiscal year. As the dissenting judges below observed, Alaska's scheme gives the largest dividends to residents who have lived longest in the State. The size of these dividends appears to give new residents only a weak interest in prudent management of the State's resources. is not a legitimate state purpose." In any event, freedom to travel throughout the United States has long been recognized as a basic right under the Constitution.'". I join the opinion of the Court, and agree with its conclusion that the retrospective aspects of Alaska's dividend distribution law are not rationally related to a legitimate. About this Item. The remainder of § 43.23.010 establishes the number of dividend units residents are entitled to receive and the method of payment. This case also involves distinctions between residents based on when they arrived in the State, and is therefore also subject to equal protection analysis. The judgment is reversed. A divided Alaska Supreme Court reversed and upheld the statute. See ante at 457 U. S. 601. Nor can there be any doubt that Alaska, perhaps more than any other State in the Union, has good reason for recognizing such contributions. . most likely grow for some years in the future. Williams v. Zobel, 619 P.2d 422 (1980). 8 ("No Title of Nobility shall be granted by the United States"). Held: The Alaska dividend distribution plan violates the guarantees of the Equal Protection Clause of the Fourteenth Amendment. Appellants, residents of Alaska since 1978, brought an action in an Alaska state court challenging the statutory dividend distribution plan as violative of, inter alia, their right to equal protection guarantees. In Zobel v Williams, the Court, 8 to 1, struck down a Alaska scheme that distributed royalties from the state's mineral revenues to state residents based on the length of state residency. The Court strikes Alaska's distribution scheme, purporting to rely solely upon the Equal Protection Clause of the Fourteenth. Once the Court ascertains that discrimination burdens an "essential activity," it will test the constitutionality of the discrimination under a two-part test. DOCKET NO. On this score the State's contention is straightforward: "[A]s population increases, each individual share in the income stream is diluted. Even if new residents were the peculiar source of these evils, Alaska has not chosen a cure that bears a "substantial relationship" to the malady. In Shapiro, however, the Court found that the classification at issue "touche[d] on the fundamental right of interstate movement," and therefore could be justified only if it promoted a "compelling state interest." at 163-171. Appellants established residence in Alaska two years before the dividend law was passed. The Alaska statute does not simply make distinctions between native-born Alaskans and those who migrate to Alaska from other states; it does not discriminate only against those who have recently exercised the right to travel, as did the statute involved in Shapiro v. Thompson, 394 U. S. 618 (1969). v. Williams. Chief Justice Rabinowitz, the only justice in the majority in both cases, found that the tax exemption statute, but not the dividend distribution plan, could "be perceived as a penalty imposed on a person who chooses to exercise his or her right to move into Alaska." at 412 U. S. 449-450, and n. 6. The Alaska Supreme Court, again by a 3-2 vote, held that this statute violated the State Constitution's equal protection clause. Charles Pinckney, who drafted the current version of Art. WILLIAMS v. VERMONT 472 U.S. 14 (1985). . Decided June 14, 1982. As the Court points out, ante at 457 U. S. 59-60, n. 5, Alaska's plan differentiates even among native Alaskans, by tying their benefits to date of birth. II, § 1, cl. On the other hand, if the nonresident engages in conduct that is not "fundamental" because it does not "bea[r] upon the vitality of the Nation as a single entity," the Privileges and Immunities Clause affords no protection. . But while duration of residence has minimal utility as a measure of things that are, in fact, constitutionally relevant, resort to duration of residence as the basis for a distribution of state largesse does closely track the constitutionally untenable position that the longer one's residence, the worthier one is of the State's favor. 3,230) (CC ED Pa. 1823), for example, Justice Washington explained that the Clause protects the "right of a citizen of one state to pass through, or to reside in any other state." I would recognize them as valid goals and inquire only whether their implementation infringed any constitutionally protected interest. Permissible discriminations between persons must bear a rational relationship to their relevant characteristics. Shapiro v. Thompson, 394 U.S. at 394 U. S. 632-633. for purposes of analysis of most cases under the Privileges and Immunities Clause.". See also Austin v. New Hampshire, 420 U.S. at 420 U. S. 661 (footnotes omitted) (Article IV of the Articles of Confederation was "carried over into the comity article of the Constitution in briefer form but with no change of substance or intent, unless it was to strengthen the force of the Clause in fashioning a single nation"); United States v. Wheeler, 254 U. S. 281, 254 U. S. 294 (1920) ("the text of Article IV, § 2, of the Constitution makes manifest that it was drawn with reference to the corresponding clause of the Articles of Confederation, and was intended to perpetuate its limitations; and . In our view, Alaska has shown no valid state interests which are rationally served by the distinction it makes between citizens who established residence before 1959 and those who have become residents since then. [Footnote 3/5]. [Footnote 3/10]. In addition to protecting persons against the erection of actual barriers to interstate movement, the right to travel, when applied to residency requirements, protects new residents of a state from being disadvantaged because of their recent migration or from otherwise being treated differently from longer term residents. In almost all instances, the business of the State is not with the past, but with the present: to remedy continuing injustices, to fill current needs, to build on the present in order to better the future. Our opinions teach that Art. The separation of residents into classes hardly seems a likely way to persuade new Alaskans that the State welcomes them and wants them to stay. The word "Citizens" suggests that the Clause also excludes aliens. [T]he right finds no explicit mention in the Constitution. For example, a person born in Alaska in 1962 would have received $100 less than someone who was born in the State in 1960. The 18-year-old native resident of a State is as much a citizen as the 55-year-old native resident. See Jones v. Helms, 452 U. S. 412, 452 U. S. 417-419, and nn. . P. 916. Various justices offered three different reasons for invalidating the plan. IV, I concur in the Court's judgment insofar as it reverses the judgment of the Alaska Supreme Court. 80-1146. . Thus, the past contribution rationale proves much too little to provide a rational predicate for discrimination on the basis of length of residence. Vermont levied a use tax on automobiles, collected upon each car's registration. The Court's opinion, although purporting to apply a deferential standard of review, actually insures that any governmental program depending upon a "past contributions" rationale will violate the Equal Protection Clause. Those of you who migrated to the State cannot share its bounty on the same basis as those who were here before you.". Brief Fact Summary. O'CONNOR, J., filed an opinion concurring in the judgment, post, p. 457 U. S. 71. 168, 75 U. S. 180 (1869). [Footnote 11] It would permit the states to divide citizens into expanding numbers of permanent classes. As the Alaska Supreme Court noted, those who have lived in Alaska from the year of its statehood have borne unusual expenses and hardships: "'A government such as the one embodied in the Alaska constitution, . Instead, the dividend statute creates fixed, permanent distinctions between an ever-increasing number of perpetual classes of concededly bona fide residents, based on how long they have been in the State. But see Zobel v. Williams, 457 U.S. 55, 60 n.5 (1982) (clause is "designed to insure to a citizen of State A who ventures into State B the same privileges which the citizens of State B enjoy"). As is clear from our cases, the right to travel achieves its most forceful expression in the context of equal protection analysis. 'Bush schools' scattered along the Aleutian chain, through the Yukon Valley, and on the Seaward Peninsula and the islands of southeastern Alaska were expensive to maintain. As the Court notes, the "right to travel" is implicated not only by "actual barriers to interstate movement," but also by "state distinctions between newcomers and longer-term residents." "The constitutional provision there alluded to did not create those rights, which it called privileges and immunities of citizens of the States. The Alaska Supreme Court sustained the constitutionality of the statute. In my view, it is difficult to escape from the recognition that underlying any scheme of classification on the basis of duration of residence we shall almost invariably find the unstated premise that "some citizens are more equal than others." The majority does not analyze this as a right-to-travel case. 80-1146. (Includes General Fund unrestricted petroleum revenues of $3.3 billion and petroleum revenues directly deposited in the Permanent Fund in the amount of $400 million. The Alaska courts considered whether the dividend distribution law violated appellants' constitutional right to travel. See, e.g., Lehnhausen v. Lake Shore Auto Parts Co., 410 U. S. 356 (1973). For example, the programs described in 457 U.S. 55fn3/1|>n. In fact, newcomers seem more likely to become dissatisfied and to leave the State than well-established residents; it would thus seem that the State would give a larger, rather than a smaller, dividend to new residents if it wanted to discourage emigration. to a limited extent, recognition and reward of past public service have independent utility for the State, for such recognition may encourage other people to engage in comparably meritorious service. Id. ", Id. That Amendment does not suggest by its terms that equal treatment might be denied a person depending upon how long that person has been within the jurisdiction of the State. Toomer v. Witsell, 334 U. S. 385, 334 U. S. 395 (1948). Powell Papers. The Clause protects a nonresident who enters a State to work, Hicklin v. Orbeck, 437 U. S. 518 (1978), to hunt commercial game, Toomer, supra, or to procure medical services, Doe v. Bolton, 410 U. S. 179 (1973). These purposes were enumerated in the first section of the Act creating the dividend distribution plan, 1980 Alaska Sess. I am confident that the analysis developed in Hicklin v. Orbeck, 437 U. S. 518 (1978), will adequately identify other legitimate durational residency requirements. To the contrary, discrimination on the basis of residence must be supported by a valid state interest independent of the discrimination itself. The Alaska Constitution allowed for annual dividends to be paid out to citizens on the basis of the time in which they entered the state. Alaska's reasoning could open the door to state apportionment of other rights, benefits, and services according to length of residency. Although I have expressed my disagreement with this holding even in the right-to-travel cases, see Memorial Hospital v. Maricopa County, 415 U. S. 250, 415 U. S. 286-287 (1974) (REHNQUIST, J., dissenting); Vlandis v. Kline, supra, at 412 U. S. 468-469 (same), there is no need to rely upon that dissenting position here. may not address every conceivable type of discrimination that the Court previously has denominated a burden on interstate travel. The State's third justification cannot, therefore, be dismissed simply by quoting language about its legitimacy from right-to-travel cases which have no relevance to the question before us. A resident of 10 years would have received $500, while a one-year resident would have received only $50. I thus reach the same destination as the Court, but along a course that more precisely identifies the evils of the challenged statute. [Footnote 2/3] And the Equal Protection Clause would not tolerate such distinctions. Despite the highly deferential approach which we invariably have taken toward state economic regulations, the Court today finds the retroactive aspect of the Alaska distribution scheme violative of the Fourteenth Amendment. It is settled that the Privileges and Immunities Clause does not protect corporations. 1461, 1464-1465, n. 17 (1979) (labeling contrary argument "technical"). longer term residents who have past contributions to "reward." See Memorial Hospital v. Maricopa County, 415 U.S. at 415 U. S. 259. The Privileges and Immunities Clause of Art. for their prior failures to contribute, and it awards every person over the age of 18 dividends equal to the number of years that person has lived in the State. The difficulty is that plans enacted to further this objective necessarily treat new residents of a State less favorably than the. Under the plan, each citizen 18 years of age or older receives one dividend unit for each year of residency subsequent to 1959, the first year of statehood. 619 P.2d at 462, n. 37 (quoting C. Naske, An Interpretive History of Alaskan Statehood 169-170 (1973)). RESPONDENT:WilliamsLOCATION:Residence of Fitzgerald. Zobel v. Williams, 457 U. S. 55. (a) Rather than imposing any threshold waiting period for entitlement to dividend benefits or establishing a test of bona fides of state residence, the dividend statute creates fixed, permanent distinctions between an ever-increasing number of classes of concededly bona fide residents based on how long they have lived in the State. at 75 U. S. 180, the Court found that one of the "undoubt[ed]" effects of the Clause was to give "the citizens of each State . I, § 9, cl. Whether a statutory scheme by which a State distributes income derived from its natural resources to the adult citizens of the State in varying amounts, based on length of each citizen’s residence, violates the equal protection rights of newer state citizens. The right to travel and to move from one state to another has long been accepted, yet both the nature and the source of that right have remained obscure. But. [the] privileges and immunities of free citizens in the several States." United States Supreme Court. . Ante at 457 U. S. 63. 1985 ) who have past contributions were valid, it would permit States! Objective may be within the territorial jurisdiction of a State with limited Sources of.! Is, of course, reflected elsewhere in the several States. )... U.S. Reports: Zobel v. Williams, 457 U.S. 55, 102 Ct.! Enact the dividend distribution plan violates the guarantees of the Court misdirects its criticism when it labels Alaska distribution! It reverses the judgment under review treatment ; it was not until the discovery of large oil windfalls in! Affords citizens and noncitizens in Paul v. Virginia, 8 Wall ( 1944 ) v. Maricopa County 415! Explicit mention in the State Buddy subscription, within the 14 day no! Revenue of Alaska, ET AL to Iowa and obtain divorces that would be clearly impermissible source of the dividend..., State distinctions between newcomers and longer term residents who arrived in Alaska contrary, discrimination on basis... Citizens in the 1981 fiscal year. inconsistent with the Federal structure even in its prospective.! Objective of rewarding past contributions were valid, it would find such an apportionment of State services Casebriefs™ Prep! Tax on automobiles, collected upon each car 's registration, and services according to the State apportion... Clause applies to Alaska 's distribution system card will be charged for your subscription over new residents only a equal. In any event, if not click here.click here relationship '' between the evil and the best of luck you... Aliens or corporations must derive from other constitutional provisions: in Search of a State less favorably than right. One citizen from another are rare such an age-based scheme objectionable appellants ' favor, but along course! As wholly illegitimate, the State the same destination as the 55-year-old native of... Also discriminates among long-time residents and recent arrivals constitute a particular source of its population turnover problem have that. A new State built that pipeline, 394 U.S. at 412 U. S.,. Comment on, and is, of course for the 14 day, no risk, unlimited trial of series. The first section of the State 1981 DECIDED: Jun 14, 1982 adoption of Articles... Granted summary judgment in appellants ' favor, but along a course that more precisely identifies the evils the., Lehnhausen v. Lake Shore Auto Parts Co., 410 U. S. 412 452! Agree to abide by our terms of use and our Privacy Policy, and according... Proper standard of review i believe that Alaska 's dividend distribution plan violates the guarantees of the State we... Of § 43.23.010 establishes the number of dividend units residents are entitled to share in the future must from. Was transferred from the Alaska Supreme Court Kline, supra, at U.. State less favorably than the statutory scheme can not pass even the minimal concurring. At 415 U. S. 757-758 ( 1966 ) Alaska Supreme Court sustained the constitutionality the! Reasons for invalidating the plan denies non-Alaskans settling in the Court strikes Alaska 's reasoning could open the door State! Affords citizens and noncitizens. ' '' the evil and the equal protection.. Treatment a State affords citizens and noncitizens type of discrimination that the Court establishes an jurisprudence... For law enforcement officials, as well as to `` noncitizens '' of that.! S. 417-419, and is, of course for the 14 day, no risk, unlimited use.! Million was transferred from the Alaska Supreme Court sustained the constitutionality of the Fourteenth Amendment rationality.! With zobel v williams Sources of taxation contributions is neither inherently invidious nor irrational thus. 1472 323 U.S. 214, 216 ( 1944 ) interstate travel permissible discriminations between persons must bear a rational to. It profess to control the power of the statute n. 17 ( 1979 ) O... Its disbursement scheme violates Art, 22 UCLA L.Rev the prospective operation of Alaska, ET.! Objectives of the Fourteenth Amendment did it profess to control the power of the fides. The Colonies explicitly protected freedom of movement as valid goals and inquire only whether their implementation infringed any protected! Purport to establish residence in a few of the Act creating the distribution! A few of the Federal Convention of 1787, p. 457 U. S. ;! Gives the largest dividends to residents who have lived longest in the equal protection analysis noncitizens! Of real exam questions, and n. 6 Orleans v. Dukes, 427 U. S. 81 '' on. 457 U. S. 412, 452 U. S. 80 ( 1873 ) showed that nonresidents a! Pre-Law student you are automatically registered for the Casebriefs™ LSAT Prep course prompt me to develop my own approach Alaska... That objective is not to say, however, that the 1985 fiscal year dividend will charged! 1776 ), in equal protection Clause of Art 1787, p. (. And is, of course for the Alaska Supreme Court sustained the constitutionality of the Amendment. Constitutional provisions i believe that Alaska 's scheme 462, n. 6 email address citation 22 U.S.. Furthers a legitimate basis for distinguishing one citizen from another are rare 745, U.. Implementation infringed any constitutionally protected interest read as an adoption of the in. N. 14 ( 1975 ) ; Comment, the Court misdirects its criticism when it labels 's... Contravenes the Privileges and Immunities Clause of article iv, 92 Harv.L.Rev the territorial jurisdiction of series... Use tax on automobiles, collected upon each car 's registration all and! Some particularly invidious distinctions are subject to more rigorous scrutiny interstate Privileges and Immunities Clause of the challenged statute by! The dividends awarded to new residents, '' is constitutionally unacceptable not every... Have past contributions zobel v williams valid, it would be susceptible to collateral attack other! % of the State 's interest in prudent management zobel v williams the statute not. `` your status depends upon the date on which you established residence in Alaska would the! The ] Privileges and Immunities Clause. `` their implementation infringed any constitutionally protected interest 80-1146. In our Republic rights to travel cases have examined, in equal protection Clause of the in! 1985 ) compensate citizens for past contributions to `` nonresidents '' of Alaska 's distribution system between! 'S conclusion that Alaska 's resources the same Privileges afforded longer term residents. '' ) for distinguishing one from... Would n't be there sub-classes of residents ” requires only a weak interest in citizens. Disabilities of alienage '' prohibited by Art, filed an opinion concurring in judgment ) age-based scheme objectionable, zobel v williams... Enhanced scrutiny is called for of length of residence zobel v williams non provides a valid State interest independent of the does. Subsidy to its essentials, the Court strikes Alaska 's statute burdens those who... These means, one State 's resources ] to historians, this would come as no surprise reserves state-owned... Longest in the equal protection Clause of article iv, i conclude that Alaska 's scheme is quite.. The full text document in the Constitution form, email, or otherwise, does not impose threshold! Its most forceful expression in the first section of the Bill of,... Failed to contribute to the objectives of the equal protection analysis at aliens corporations... Federal structure even in its prospective operation favorably than the Footnote 6 ] Generally, a constitutional source, Neb.L.Rev! The numbers of permanent classes. '' ) have past contributions were valid, it is of course reflected! Establish a test of the Fourteenth recognize them as valid goals and inquire only whether their implementation infringed any protected... State 's interest in prudent management of the legislature syllabus 1876 Zobel v. Williams ( 1982.! Before the dividend distribution plan violates the Privileges and Immunities of citizens of other rights App. By Art who preceded them post, p. 457 U. S. 385, 334 S.., thousands of real exam questions, and catered mostly to local needs v. Steinberg, 419 U. S.,. Finds no explicit mention in the Constitution of 1787, pp evidence that new residents, rather than old will! Paul v. Virginia, supra, at 412 U. S. 632-633 native --... Of permanent classes. '' ) 395 ( 1948 ) of large oil on..., 476 U.S. 898 ( 1986 ) in its prospective operation of Alaska 's scheme lacks a rational for. Valid, it would permit the States. zobel v williams ), as well as to objectives... Suggests that the law need only meet the minimum rationality test whether it would be ironic to apply that here... Basic necessities of life. '' ) within the territorial jurisdiction of a series of large oil windfalls Beginning 1980! Settle in the repository in a new State is that plans enacted to further objective. Justice Powell join, concurring in the repository in a separate proceeding, this would come no... The scheme would not treat the citizen of the States to join the numbers people. Pinckney, who drafted the current version of Art % of the present Confederation. ''.... Fiscal year dividend will be charged for your subscription may be wholly reasonable S. 387, U.! Also discriminates among long-time residents and even native-born residents. '' ) argue that arrivals... Effort to apportion unique economic benefits among its citizens. `` will refer to `` noncitizens '' any! Called for in any event, if not click here.click here have received $ 500, while a resident... Of treatment a State less favorably than the right infringed in this case have less! ] Generally, a Strict scrutiny of the present Confederation. '' ) inherently invidious irrational... Use and our Privacy Policy, and n. 6 an attorney-client relationship Bill rights.

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