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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: JAMES F. PENMAN
Subject: Authorization to join amicus curiae briefin support
0, [" ,- '-. "L of the City of Lafayette in the case ofLoewensteinv. City of
I . I ,"" I . , i i Lafayette
Dept: CITY ATTORNEY
Date: October 17, 2001
Synopsis of Previous Council action:
None.
Recommended motion:
That the Mayor and Common Council authorize the City Attorney to join in the amicus curiae brief in support
of the City of Lafayette in the case of Loewenstein v. City of Lafayette.
L1.f~
rJ Signature
Contact person: Robert L. Simmons
Phone:
5355
Supporting data attached:
Staff Report
Ward:
All
FUNDING REQUIREMENTS:
Amount: None
Source:
Finance:
Council Notes:
Agenda Item No, :L l:J-
illS/OJ
STAFF REPORT
Council Meeting Date: November 5. 2001
TO:
FROM:
DATE:
AGENDA ITEM:
Mayor and Common Council
James F. Penman, City Attorney
October 17, 2001
Authorization to join amicllS brief in support of the City of Lafayette in
the case of Loewenstein v. Qty of Lafayette
The City of Lafayette denied the plaintiff a lot line adjustment when he tried to use it to
circumvent the subdivision process, The trial court held that the denial of the lot line adjustment was
a "taking" and awarded $611,666.66 in damages. The "taking" was regulatory since it deprived
plaintiff of all economically visible use of his property. The matter is now on appeal.
The appeal will focus on two issues: the failure of plaintiff to file a development application,
and a diminution in value is not a taking.
The issues presented are important to all cities because the trial court has significantly
broadened their potential liability to property owners.
The City Attorney recommends the City of San Bernardino join in the amicus curiae brief
There is no charge to the City of San Bernardino in the joinder in this brief
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LAW OFFICES
of
CHARLES J. WILLIAMS
c.J..
,iI?'
ll1lt.:
a Professional Corporation
Charles 1. Williams
Muir Parkway
1330 Arnold Drive, Suite 149
Martinez, CA 94553
Telephone: (925) 228-3840
Facsimile: (925) 228--1703
E-Mail: ChasLaw@AOL.com
MEMORANDUM
To:
California City Attorneys
From:
Charles J, Williams, City Attorney
E. Clement Shute, Special Counsel
Date:
October 2, 200 I
Re:
Request to Cities to Join as Amicus Curiae in
Loewenstein v. City of La fa vette (No. 8093590, Court of Appeal of the
State of California, First Appellate District)
On behalf of the City of Lafayette ("City"), we join with the League of California Cities in
urging you to join in an amicus curiae brief which will be filed in the First District Court of Appeal
in Lowenstein v. City of La fa vette. The amicus brief is being prepared by Andrew Schwartz,
Deputy City Attorney of the City of San Francisco. There is no cost to your city to join in the
amicus brief. The remainder of this memorandum sets forth the background of the case and why
the issues raised are of major significance to cities.
CASE SUMMARY
The principal issue in this case is whether the City is liable to the property owner for a
compensable taking of private property for the two year period during which the City's denial of
his application for a lot line adjustment was in effect.
The plaintiff property owner lives on a three (3) acre parcel that is part of subdivision
limited to four building sites. A condition of the subdivision's approval prohibited further
subdivision of the four lots without City approval. After building his home and living there for 10
years, the property owner paid $13,500 to acquire an abandoned water district tank site for the
purpose of combining it with his existing three (3) acre residential parcel and then splitting the
resulting parcel into two residential parcels. The tank site was a substandard, but legal non-
conforming parcel. The property owner thus sought to use the lot line adjustment process,
thereby avoiding the subdivision process, to create a fifth building site in the subdivision.
After the City denied the property owner's application for a lot line adjustment, the
property owner filed a legal action asserting two claims: a writ of mandate to compel the City to
grant the lot line adjustment and an inverse condemnation claim for damages. The trial court
granted the petition for writ of mandate and held, following the trial of the inverse condemnation
claim, that the City's denial of the application for a lot line adjustment deprived the property
owner of substantially all economically viable use ofms property. The trial court awarded
damages in the amount of$61 1,666.66.
The court denied the City's motion for a new trial. The City hereafter converted the
alleged permanent taking to a temporary taking by rescinding its denial and approving the
application for a lot line adjustment.
WHY THIS CASE MERITS CITY ATTENTION
This case presents issues of major significance to cities involving the law of inverse
condemnation.
First, a taking was found notwithstanding the property owner's failure to submit even one
development application, contrary to established principles of ripeness. The court relied on the
extremely narrow futility exception, even though there was no dispute that, without the lot line
adjustment, the property was legally developable and could support a single family residence of
substantial value. Ifupheld, the ruling would broaden the futility exception and encourage
property owners to bring takings chaIlenges against preliminary land use decisions.
Second, the takings claim was based solely on the City's allegedly improper denial ofa lot
line adjustment. The facts of the case are very similar to those of Lan dilate v. California Coastal
Commission (1998) 17 Cal.4tb 1006, 73 Cal. Rptr.2d 841, in which the California Supreme Court
rejected a takings claim based on the Coastal Commission's legaIly erroneous but good faith
assertion of jurisdiction over a lot line adjustment. The court in the present case properly held
that there was no taking under Landllate since the City's denial of the lot line adjustment, though
legally erroneous, was reasonable and in good faith. But while this should have ended the inquiry
the court went on to undertake a second takings analysis under Penn Central and found that a
taking had occurred. By ruling that a normal delay in development caused by preliminary
litigation is a compensable takings, the decision could have a chilling effect at every step of the
decision making process.
Third, the court applied the Penn Central factors to find a taking even though the plaintiffs
had suffered, at most, a restriction in their ability to expand the size of their existing, developable
lot. The decision runs counter to a long line of precedent holding that a mere diminution in the
value of property is not sufficient to effect a taking.
THE AMICUS BRIEF
Amicus City and County of San Francisco will address three issues in its brief on behalf of
California cities. First, it will argue that the trial court should not have reached the takings claim
because the claimants failed to secure a final decision regarding the permissible level of
development on the tank site. The United States Supreme Court has consistently affirmed that
the final decision ripeness doctrine is crucial to the preservation of government's flexibility to
regulate land use in the public interest. Allowing landowners to bring takings claims straight to
court, without obtaining a determination as to the level of development to the local agency will
allow, undermines every city's administrative land use regulatory process.
Second, San Francisco will argue that Landgate imposes a blanket rule controlling every
takings claim arising from regulatory delay, Under Landgate, a regulatory delay claim is not
compensable as a taking, even if the exercise of regulatory authority is later determined to be
erroneous, if that authority is exercised under a good faith belief in its validity, Application of the
Penn Central three-factor test to a regulatory delay case would eviscerate Landgate, exposing
local government agencies to massive liability for takings.
Third, even if the appellate court disagrees and affirms the trial courts' decision to apply
Penn Central, San Francisco will argue that the City of Lafayette's temporary interference with
the claimants' use of the tank site did not effect a taking. Penn Central requires an analysis of
three factors: (I) the economic impact of the challenged regulation; (2) the claimants'
reasonable, investment-backed expectations; and (3) the character of the government action.
(Penn Central, 438 U.S. at p. 124.) San Francisco will demonstrate that a delay in development
occasioned by a local agency's delay in approval of a lot line adjustment cannot constitute a
taking under any of the Penn Central factors.
The Appellate Advocacy Committee of the California League of Cities urges all California
cities to join in this important amicus effort. Currently it is anticipated that the amicus brief will
be filed concurrently with the City of Lafayette's opposition brief on or about December 20,
2001. If your city is willing to join as an amicus party, please obtain the necessary authority
and return the enclosed consent form by facsimile or first class mail as soon as possible but
no later than November 15, 2001.
If you need further information, please do not hesitate to call either Charles J. Williams,
Lafayette City Attorney ((925) 228-3840) or Osa Armi of the law firm of Shute, Mihaly &
Weinberger ((415) 552-7272), We look forward to receiving your support.