MARTINEZ, AS NEXT FRIEND OF MORALES v. BYNUM, TEXAS COMMISSIONER OF EDUCATION, ET AL.
No. 81-857
Supreme Court of the United States
Decided May 2, 1983
461 U.S. 321
Edward J. Tuddenham argued the cause and filed briefs for petitioner.
Richard L. Arnett, Special Assistant Attorney General of Texas, argued the cause for respondents. With him on the brief were Mark White, Attorney General, John W. Fainter, Jr., First Assistant Attorney General, Richard E. Gray III, Executive Assistant Attorney General, and C. Ed Davis.*
JUSTICE POWELL delivered the opinion of the Court.
This case involves a facial challenge to the constitutionality of the Texas residency requirement governing minors who wish to attend public free schools while living apart from their parents or guardians.
I
Roberto Morales was born in 1969 in McAllen, Texas, and is thus a United States citizen by birth. His parents are Mexican citizens who reside in Reynosa, Mexico. He left Reynosa in 1977 and returned to McAllen to live with his sister, petitioner Oralia Martinez, for the primary purpose of at-
In December 1977 Martinez, as next friend of Morales, and four other adult custodians of school-age children instituted the present action in the United States District Court for the Southern District of Texas against the Texas Commissioner of Education, the Texas Education Agency, four local School Districts, and various local school officials in those Districts. Plaintiffs initially alleged that
The District Court denied a preliminary injunction in August 1978. It found “that the school boards . . . have been more than liberal in finding that certain children are not living away from parents and residing in the school district for the sole purpose of attending school.” App. 20a. The evidence “conclusively” showed “that children living within the school districts with someone other than their parents or legal guardians will be admitted to school if any reason exists for such situation other than that of attending school only.” Ibid. (emphasis in original).3
II
This Court frequently has considered constitutional challenges to residence requirements. On several occasions the Court has invalidated requirements that condition receipt of a benefit on a minimum period of residence within a jurisdiction, but it always has been careful to distinguish such durational residence requirements from bona fide residence requirements. In Shapiro v. Thompson, 394 U. S. 618 (1969), for example, the Court invalidated one-year durational residence requirements that applicants for public assistance
We specifically have approved bona fide residence requirements in the field of public education. The Connecticut statute before us in Vlandis v. Kline, 412 U. S. 441 (1973), for example, was unconstitutional because it created an irrebuttable presumption of nonresidency for state university students whose legal addresses were outside of the State before
A bona fide residence requirement, appropriately defined and uniformly applied, furthers the substantial state interest in assuring that services provided for its residents are enjoyed only by residents. Such a requirement with respect to attendance in public free schools does not violate the Equal Protection Clause of the Fourteenth Amendment.7 It does not burden or penalize the constitutional right of interstate travel,8 for any person is free to move to a State and to es-
There is a further, independent justification for local residence requirements in the public-school context. As we explained in Milliken v. Bradley, 418 U. S. 717 (1974):
“No single tradition in public education is more deeply rooted than local control over the operation of schools; local autonomy has long been thought essential both to the maintenance of community concern and support for public schools and to quality of the educational process. . . . [L]ocal control over the educational process affords citizens an opportunity to participate in decisionmaking, permits the structuring of school programs to fit local needs, and encourages ‘experimentation, innovation, and a healthy competition for educational excellence.‘” Id., at 741-742 (quoting San Antonio Independent School District v. Rodriguez, 411 U. S. 1, 50 (1973)).
The provision of primary and secondary education, of course, is one of the most important functions of local government. Absent residence requirements, there can be little doubt that the proper planning and operation of the schools would suffer significantly.9 The State thus has a substantial interest in
III
The central question we must decide here is whether
“When . . . a person voluntarily takes up his abode in a given place, with intention to remain permanently, or for an indefinite period of time; or, to speak more accurately, when a person takes up his abode in a given place, without any present intention to remove therefrom, such place of abode becomes his residence. . . .” Inhabitants of Warren v. Inhabitants of Thomaston, 43 Me. 406, 418 (1857).
This classic two-part definition of residence has been recognized as a minimum standard in a wide range of contexts time and time again.12
In Vlandis v. Kline, we approved a more rigorous domicile test as a “reasonable standard for determining the residential status of a student.” 412 U. S., at 454. That standard was described as follows: “In reviewing a claim of in-state status, the issue becomes essentially one of domicile. In general, the domicile of an individual is his true, fixed and permanent home and place of habitation. It is the place to which, whenever he is absent, he has the intention of returning.” Ibid. (quoting Opinion of the Attorney General of the State of
Section 21.031 is far more generous than this traditional standard. It compels a school district to permit a child such as Morales to attend school without paying tuition if he has a bona fide intention to remain in the school district indefinitely,14 for he then would have a reason for being there other than his desire to attend school: his intention to make his home in the district.15 Thus § 21.031 grants the benefits of residency to all who satisfy the traditional requirements. The statute goes further and extends these benefits to many
IV
The Constitution permits a State to restrict eligibility for tuition-free education to its bona fide residents. We hold that § 21.031 is a bona fide residence requirement that satisfies constitutional standards. The judgment of the Court of Appeals accordingly is
Affirmed.
JUSTICE BRENNAN, concurring.
I join the Court‘s opinion. I write separately, however, to stress that this case involves only a facial challenge to the constitutionality of the Texas statute. Ante, at 325 and 330, n. 10. In upholding the statute, the Court does not pass on its validity as applied to children in a range of specific factual contexts. In particular, the Court does not decide whether the statute is constitutional as applied to Roberto Morales, a United States citizen whose parents are nonresident aliens. If this question were before the Court, I believe that a different set of considerations would be implicated which might affect significantly an analysis of the statute‘s constitutionality.
Shortly after Roberto Morales reached his eighth birthday, he left his parents’ home in Reynosa, Mexico, and returned to his birthplace, McAllen, Tex. He planned to make his home there with his married sister (petitioner) in order to attend school and learn English. Morales has resided with his sister in McAllen for the past five years and intends to remain with her until he has completed his schooling. The Texas statute grants free public education to every school-age child who resides in Texas except for one who lives apart from his parents or guardian for educational purposes. Accordingly, Morales has been refused free admission to the schools in the McAllen district.
The majority upholds the classification embodied in the Texas statute on the ground that it applies only to the class of children who are considered nonresidents. The majority‘s approach reflects a misinterpretation of the Texas statute, a misunderstanding of the concept of residence, and a misapplication of this Court‘s past decisions concerning the constitutionality of residence requirements. In my view, the statutory classification, which deprives some children of an education because of their motive for residing in Texas, is not adequately justified by the asserted state interests. Because I would hold the statute unconstitutional on its face under the Equal Protection Clause, I respectfully dissent.
I
At the outset it is important to make clear that the statute upheld by the Court is not the statute actually before us. Petitioner challenges the constitutionality of the classification created by the Texas statutes governing eligibility for admission to the local free schools. Under Texas law, a child who lives in the State may generally attend school where he lives.
The Court does not address the constitutionality of the classification contained in the statute. Instead, it upholds as constitutional on its face a statute that denies free public education only to a portion of the children actually described in the Texas statute: children who reside in the State solely for the purpose of attending the local schools and who also intend to leave the district after the completion of their education. By inferring that children will not be excluded from the local free schools if they “intend to remain indefinitely” in the district, the Court is able to characterize the Texas statute as imposing a “traditional residency standard.” Ante, at 332, and n. 13. Having characterized the statute in this fashion, the Court then reasons that because a bona fide residence requirement has been upheld in numerous contexts, the Texas statute is a fortiori permissible since it does not deny free education to “resident” children, but only to nonresident children whose presence is motivated by the availability of free education. Ante, at 332-333.
By its terms the Texas statute applies to any child whose presence in the district is motivated primarily by a desire to
The Court nevertheless proceeds to address the constitutionality of the statute as newly interpreted. For the reasons elaborated below, I believe the majority errs in its approach to that question.
II
In the Court‘s view, because the Texas statute employs a “traditional” residence requirement in a uniform fashion, and indeed is even more generous since it permits some “nonresidents” to obtain free education, the statute need be subjected only to the most minimal judicial scrutiny normally accorded bona fide residence requirements. For the reasons stated below, this conclusion rests on a number of false assumptions and misconceptions. The Court mistakenly equates the Texas statute with a residence requirement, when in fact the statute, as reinterpreted by the Court, imposes a standard even more difficult to meet than a domicile requirement for access to public education. Moreover, even if it were permissible to provide free public education only to those residents who intend to remain in the State, the Texas statute does not impose that restriction uniformly.
A
The majority errs in reasoning that, because “intent to remain indefinitely” in a State is a “traditional” component of many state residence requirements, the imposition of that restriction on free public education is presumptively valid. Ante, at 330-333.4 The standard described by the Court is not
A difference between the concepts of residence and domicile has long been recognized. See, e. g., Mitchell v. United States, 21 Wall. 350 (1875); Penfield v. Chesapeake, O. & S. R. Co., 134 U. S. 351 (1890); Texas v. Florida, 306 U. S. 398 (1939). A person is generally a resident of any State with which he has a well-settled connection. “[M]ere lodging or boarding or temporary occupation” is not enough to establish a residence. Dwyer v. Matson, 163 F. 2d 299, 303 (CA10 1947). See generally Reese & Green, That Elusive Word, “Residence,” 6 Vand. L. Rev. 561, 563 (1953). Under the law of Texas, for example, “[r]esidence may be temporary or permanent in nature. However, residence generally requires some condition greater than mere lodging. The term implies a place of abode, albeit temporary, rather than a mere transient lodging.” Whitney v. State, 472 S. W. 2d 524, 525 (Tex. Crim. App. 1971) (citation omitted). See, e. g., Brown v. Boulden, 18 Tex. 431, 432 (1857); Travelers Indemnity Co. v. Mattox, 345 S. W. 2d 290, 292 (Tex. Civ. App. 1961); Prince v. Inman, 280 S. W. 2d 779 (Tex. Civ. App. 1955). “Intent to remain indefinitely” in the State need not be shown in order to be considered a resident of a
The majority errs in assuming that, as a general matter, States are free to close their schools to all but domiciliaries of the State. To begin with, it is clear that residence, not domicile, is the traditional standard of eligibility for lower school education,7 just as residence often has been used to deter-
mine whether an individual is subject to state income tax, whether his property in the State is exempt from attachment, and whether he is subject to jury duty.8 Moreover, this Court‘s prior decisions which speak of the constitutionality of a bona fide residence standard provide no support for the majority‘s assumption. Although this Court has referred to a domicile requirement with approval in the context of higher education, it is incumbent upon the State of Texas to demonstrate that the classification transplanted from another statutory scheme is justified by “the purposes for which the state desires to use it.” Plyler v. Doe, 457 U.S. 202, 226 (1982), quoting Oyama v. California, 332 U.S. 633, 664-665 (1948) (Murphy, J., concurring).
B
Even assuming that a State may constitutionally deny free public education to all persons, including residents, who fail to meet the traditional standard for acquiring a domicile, this
When a person lives in a single geographical area, which is the center of his domestic, social, and civil life, that place has all the indicia of his domicile, and will generally be so regarded irrespective of his intent to make a home somewhere else in the distant future.9
“A man may acquire a domicile, if he be personally present in a place and elect that as his home, even if he never design to remain there always, but design at the end of some short time to remove and acquire another. A clergyman of the Methodist Church who is settled for two years may surely make his home for two years with his flock, although he means, at the end of that period, to remove and gain another.” Report of the Committee on Elections re Cessna v. Meyers, H. R. Rep. No. 11, 42d Cong., 2d Sess., 3 (1872).
Thus, the majority is surely incorrect when it states that an individual who intends to leave the district as many as 10
C
Even if it were permissible to deny free education to residents who expect to leave the State at some future date, the statute could not escape constitutional scrutiny because it does not apply this test uniformly. Under
Because the intent requirement is applied to only one class of children, it cannot be characterized as a bona fide residence requirement. As the majority recognizes, ante, at 328, a State may not pick and choose among classes of state inhabitants to decide which will be subject to particularly difficult or preclusive eligibility standards. This premise underlies decisions striking down state statutes which create a presumption that particular classes of individuals are not residents because of either where they live in the State, see Evans v. Cornman, 398 U. S. 419 (1970), or what jobs they hold. See Carrington v. Rash, 380 U. S. 89 (1965).12 This
III
I continue to believe that, in analyzing a classification under the
A
The majority reasons that because
The interest adversely affected by
B
The Texas statute is not narrowly tailored to achieve a substantial state interest. The State of Texas does not attempt to justify the classification by reference to its interest in the safety and well-being of children within its boundaries. The State instead contends that the principal purpose of the classification is to preserve educational and financial resources for those most closely connected to the State. Ante, at 329-330, n. 9.15 The classification of children according to
For similar reasons, the statute is not carefully designed to reserve state resources only for those who will have the most enduring connection with the State.16 As a general matter, the State concededly enrolls “school-age children [who intend] to remain only six months” in Texas. Plyler v. Doe, supra, at 227, n. 22. For example, “if a child comes to Texas for six months for health reasons, he would qualify for tuition-free education.” Ante, at 333. Yet the State excludes from its schools a child who enters the district at the age of seven with the intent to remain for at least 10 more years in order to complete his education.
The State also seeks to justify
Moreover, even if such evidence were available,
Finally, whatever the magnitude of the problems associated with fluctuations in the student population because of migration from without the State, the motive requirement of
IV
For the foregoing reasons, I reject the majority‘s conclusion that the Texas statute may be upheld on the ground that it is far more generous than a traditional residence requirement for public education. To the contrary, the statute is less generous since it excludes a class of children who ordinarily would be regarded as Texas residents. Because I believe that the State has not adequately justified its denial of public education to one small class of school-age residents, I would hold that
