property e slides 2-19-13. lunches: meet @ food court @12:30 tomorrow (2/20) mueller * noel * ortega...
TRANSCRIPT
![Page 1: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/1.jpg)
PROPERTY E SLIDES
2-19-13
![Page 2: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/2.jpg)
Lunches: Meet @ Food Court @12:30
TOMORROW (2/20) Mueller * Noel * Ortega
Plasencia * ProenzaRosenthal * Shonkwiler
![Page 3: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/3.jpg)
Chapter 2: The Eminent Domain Power & the Public Use
Requirement• Federal Constitutional Background– Deference, Rational Basis, Heightened Scrutiny– The Fifth Amdt., Eminent Domain & Public Use
• Federal Public Use Standards–Midkiff– Kelo
• State Public Use Standards – Poletown
–Hatchcock
![Page 4: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/4.jpg)
OLYMPIC: DQ44-45Hatchcock/Merrill Tests
SUNSET IN THE PARK
![Page 5: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/5.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
Hatchcock: 3 “situations” where property acquired by EmDom legitimately ends up in private hands:1.Public Necessity: Only way to do project is through Eminent Domain2.Accountability: Private entity remains responsible to public for its use3.Selection: Particular parcel(s) chosen based on public concern.
![Page 6: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/6.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(1)Public Necessity: Only way to do project is through Eminent Domain
• Examples: RRs, highways, etc. • Justification: Overcome high transaction costs• DQ45: Merrill would apply in ALL EmDom
cases (not just private recipients)• OCR Dissent P189: Hard to determine if really
necessary.
![Page 7: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/7.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(1)Public Necessity: Only way to do project is through Eminent Domain
• Examples: RRs, highways, etc. • Justification: Overcome high transaction costs
DQ44-45: Apply to facts of Kelo
![Page 8: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/8.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(1)Public Necessity: Only way to do project is through Eminent Domain
• Examples: RRs, highways, etc. • Justification: Overcome high transaction costs
DQ45: Apply to facts of Poletown
![Page 9: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/9.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(2) Accountability: Private entity remains responsible to public for its use•Could make private ownership contingent on particulars•Gov’t could retain say in management
Justification?
![Page 10: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/10.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(2) Accountability: Private entity remains responsible to public for its use– Could make pvt. ownership contingent on
particulars– Gov’t could retain say in management
•Justification: Not entirely private use if some public control
![Page 11: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/11.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(2) Accountability: Private entity remains responsible to public for its use– Could make pvt. ownership contingent on
particulars– Gov’t could retain say in management – Justification: Not “private use” if public control
•We have little info re Kelo & Poletown. Could do in cases like that w limits in deeds, contractual provisions, using leases (as in Rev. Prob. 3C), etc.
![Page 12: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/12.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
(3) Selection: Particular parcel(s) chosen based on public concern.•Arguably true in Berman and Midkiff; not true in Kelo & Poletown (parcels not blighted or causing harm)•Justification: “Public” part is the taking of the land itself, not who ends up with it.•O’Connor position in Kelo
![Page 13: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/13.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
1. Public Necessity: 2. Accountability: 3. Selection:
NOTE: Hatchcock overruled Poletown & struck down use of EmDom to create 1300-acre business & technology park, so Mich. S.Ct. must have believed that both projects would fail all three tests.
![Page 14: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/14.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
1. Public Necessity: 2. Accountability: 3. Selection:
Qs on Hatchcock “Situations”?
![Page 15: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/15.jpg)
OLYMPIC: DQ44-453 Hatchcock “Situations”
1. Public Necessity: 2. Accountability: 3. Selection:
For additional practice, apply these tests (& test from Thomas
dissent in Kelo) to Review Problems
![Page 16: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/16.jpg)
Ch. 2: EmDom & Public UseWhat I Expect From You
(1) Know & Can Apply Tests•Federal– Rational Basis– Kelo MAJ/CCR Factors re Possible Higher
Scrutiny
•Possible State Tests– Poletown Tests (still used by other states)– Hatchcock (incl. O’Connor Dissent in Kelo)– Thomas Dissent in Kelo (apparently used in
Wash. )
![Page 17: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/17.jpg)
Ch. 2: EmDom & Public UseWhat I Expect From You
(2) Understand Relation betw State & Federal Tests•Federal Tests Always Apply; Usually Easy to Meet
– If Lawyering Q: Might Check relevant Federal Circuit for Interpretations of Kelo
•State Law Also Governs State & Local Govts– Many States Have Stricter Tests– If Lawyering Q, Check for Applicable Law
(3) Arguments re Which Test is Best (Opinion/Dissent)•Could ask you to revisit federal test•Could ask you to choose a rule for a State (Rev Prob 2F)
![Page 18: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/18.jpg)
Unit II: Past, Present & Future:Unit II: Past, Present & Future:Property Rights & TimeProperty Rights & Time
![Page 19: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/19.jpg)
Unit II: Past, Present & Future:Unit II: Past, Present & Future:Property Rights & TimeProperty Rights & Time
Time Three Ways•Chapter 3: Transfer of Property at Death – Intestacy & Wills – Inevitable Part of Passing of Time
•Chapter 4: Estates & Future Interests– Division of Interests in Land by Time – Some Leftover Ideas from Early Renaissance England
•Chapter 5: Adverse Possession– Operation of Statute of Limitations to Trespass Claims – Property Rights Lost & Gained Through Passage of Time
![Page 20: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/20.jpg)
Chapter 3: Where There’s a Will … and Where There Isn’t: Property Transfer
at Death
• Intestate Succession–Generally–Working with Specific State Statutes
• Wills– Generally–Will Formalities– Substantial Compliance– State of Mind Requirements
![Page 21: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/21.jpg)
Intestate Succession: Generally
• Transition from Unit One: – Important form of Involuntary Transfer–What state does if you die without
leaving valid instructions (proper will) as to disposition of some or all of your property
![Page 22: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/22.jpg)
Intestate Succession: Generally
• Every State has detailed statute governing– Gen’l Info: Overview in Supp & My Intro Today– Then we’ll go through three examples in detail
• Thursday DQ46-51 Allocated Alphabetically– We’ll do at beginning of class regardless of
where we leave off (then back to Yosemite & Zion)
– Be ready with answers & cites to relevant provisions
– Find definitions in materials & elsewhere as needed
![Page 23: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/23.jpg)
Intestate Succession: Generally
• Generally on Disposition of Property– Statutes All Provide Sequence of Ifs– Unsurprisingly, strong bias to immediate family • Most people would prefer• State interest in resources going to care for
dependents
– Takers are generally spouses and blood relatives• EXCEPT: Some states as last resort, to step-children or
other relatives of deceased spouse• EXCEPT: A few states treat Domestic Partnerships/Civil
Unions as creating spouse-equivalents (See Vermont(S35))
– Escheat: If no Qualified Taker, Goes to State• I gave you Florida Version (S30); Every State Has
![Page 24: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/24.jpg)
Intestate Succession: Generally
• Property & Spouses– Spousal Share Seems Small in Some
States BUT– Spouse often co-owner of key assets, so
gets all– Often separate provisions re household
goods & car– Community Property (E.g. TX Probate
§45)
![Page 25: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/25.jpg)
Intestate Succession: Generally
• Other Typical Provisions–Who Counts as Relative
(Adoption/Illegitimacy)• E.g., Fl.Stat. § 732.108 (S30-31)
– Simultaneous Death • E.g., Fl.Stat. § 732.601 (S31); TX Probate §47
(S33); 14 V.S. §337 (S34)
General Qs on Intestacy?
![Page 26: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/26.jpg)
Chapter 3: Where There’s a Will … and Where There Isn’t: Property Transfer
at Death
• Intestate Succession– Generally–Working with Specific State Statutes
• Wills–Generally–Will Formalities– Substantial Compliance– State of Mind Requirements
![Page 27: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/27.jpg)
Wills: GenerallyA. Mechanism for Transfer of Ppty at DeathB. Competing Concerns– Follow wishes of deceased: Intent crucial– Protect Family– Provide Sufficient Indication of Transfer to Govt
C.Limits on Following Testator’s Intent– Some Substantive Limits (Next Slide)– Must Meet Formalities– State of Mind Requirements
![Page 28: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/28.jpg)
Wills: Substantive LimitsA. Homestead & Related Rules: •Home & household stuff to spouse/minor children•Examples in FL Constitution & StatutesB. Spousal Elective Share (as described in outline)C. Post-Will Marriage/Divorce•FL: new spouse: spousal share unless – intent expressed in will OR– prenuptial agreement
•FL & other states: divorce revokes will as to ex
![Page 29: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/29.jpg)
Wills: Substantive LimitsD. Pretermitted (UNMENTIONED) Children: •GET intestate share in some states•Usually limited to afterbornE.General Points•Very Protective of Immediate Family•If typical married middle class person, probably no choice re much of estate goes to spouse/homestead– Substantive Limits– Spousal property issues noted with Intestacy
![Page 30: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/30.jpg)
Chapter 3: Where There’s a Will … and Where There Isn’t: Property Transfer
at Death
• Intestate Succession– Generally–Working with Specific State Statutes
• Wills– Generally
–Will Formalities– Substantial Compliance– State of Mind Requirements
![Page 31: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/31.jpg)
Wills: Formalities• Technical Rules Must Meet to Make Will Valid• Vary Greatly From State to State– General Overview in Supplement– Florida Info as Specific Example
• Not Complex, Just Varied– We’ll Do Penn. Cases as Example– Then Go Through Review Problems as Best Way to
Become Familiar With
![Page 32: PROPERTY E SLIDES 2-19-13. Lunches: Meet @ Food Court @12:30 TOMORROW (2/20) Mueller * Noel * Ortega Plasencia * Proenza Rosenthal * Shonkwiler](https://reader036.vdocuments.net/reader036/viewer/2022062518/56649eaa5503460f94bae921/html5/thumbnails/32.jpg)
YOSEMITE: Will FormalitiesWeiss, Stasis, DQ52-53, Rev. Prob. 3A
HALF DOME