Daily Development
for Friday, May 5, 1999
By: Patrick A.
Randolph, Jr.
Professor of Law
UMKC School of Law
Of Counsel: Blackwell Sanders Peper Martin
Kansas City, Missouri
prandolph@cctr.umkc.edu
ZONING AND PLANNING;
PRE-EXISTING NONCONFORMING USE; AMORTIZATION:
City's establishment of a two-year amortization period for a ready-mix
concrete plant classified as a preexisting nonconforming use (i) is a
legislative act afforded great deference by the court and requiring only a
rational basis, (ii) is reasonable based on the City's consideration of the
plant's useful life and other relevant factors, and (iii) did not violate the
property owner's equal protection rights because the property owner did not
show disparate treatment of similarly situated property owners.
AVR, Inc. v. City of
St. Louis Park, 585 N.W.2d 411 (Minn. App. 1998).
AVR, Inc. owned a
ready-mix concrete plant in the City of St. Louis Park which was classified as
a preexisting nonconforming use. In
1980, the City adopted a new
comprehensive plan and notified AVR that it intended to "phase
out" the plant and rezone the property
for less intrusive uses (note that the plant already did not conform to
then existing zoning). AVR obtained a
judicial declaration that the City's plan to close down the plant was invalid
because the plant was not a nuisance and the city could not "legislate it
out of existence."
In 1990 the City
adopted a another new comprehensive
plan phasing out heavy industrial uses, including concrete ready-mix plants, in
the area where AVR's plant was located pursuant to an amortization period. This time, instead of simply announcing that
it would close the facility, the City adopted an ordinance requiring all
nonconforming uses (defined as uses that were not lawful anywhere in the City)
to register with the City, which then would establish amortization periods for
the eradication of these uses. AVR duly
registered and the City, after an extensive hearing and fact-finding,
established a two-year amortization period for AVR's facility.
At the conclusion of
the amortization period, AVR was required to cease operation. AVR brought another declaratory
judgment action against the City to
invalidate the City's action. The
district court granted summary judgment to the City. AVR appealed the district court's decision. The appellate court
affirmed the court below, determining that
the adoption of the amortization ordinance was a legislative act which
must be upheld unless it is proven that the act is unsupported by any rational
basis related
to promoting public
heath, safety, morals or the general welfare.
The appellate court determined that AVR did not show that the adoption
of the ordinance was unsupported by such a rational basis.
Further, the
appellate court determined that because the ordinance reflected the City's
consideration of the plant's useful life and other relevant factors, as
required by the general ordinance, the district court did not err in upholding
the two-year amortization period.
Finally because AVR did not show disparate treatment of similarly
situated property owners, the appellate court found that that the district
court did not err in concluding that the City did not violate AVR's equal
protection rights.
With regard to the
critical issue of whether the two year period was appropriate, the court
pointed out that the City relied upon an accounting analysis showing that the
plant was fully depreciated for tax purposes, and had already returned a 560%
return to its owners over the 23 years that AVR had owned the plant. These
factors demonstrated, more or less, than that almost any amortization period
would have been adequate, as the owners had recouped all that they deserved to
recoup from their investment.
The court concluded
out that it is not appropriate that the City should not be required to look to
the replacement cost or market value of the use at that location, since
reliance upon either of these concepts
would lead to contradictions with zoning policy. Market value, of course, assumes that the nonconforming use can
last forever, and this is not a useful when one is trying to determine the
proper period for shutting it down.
Replacement cost suggests that the owner has a right to replace the
components constituting the use, which the court stated is inaccurate. A holder of a nonconforming use, it
asserted, cannot simply repair and replace the use to accomplish perpetual
nonconforming status.
Note, in a possibly
significant distinguishing comment, the court stated that AVR had not raised
below any challenge to the termination of the use of the structure of the plant
itself, as opposed to the use in general.
In this case, the structure was a special purpose structure, had no
other use, and arguably had a longer useful life, or at least one that should
be measure in other ways. The court
said that it was not considering this argument because not raised below.
Comment 1: As to
this last point, how can it be that consideration of the amortization of the
activities on the land did not necessarily take into account the fact that the
structures had no use other than in conjunction with those activities? Isn't this hair splitting that fails to
progess the analysis?
Comment 2: Most of the amortization cases involve billboards, and zoning authorities have been slow to realize the potential of the very generous decisions upholding billboard "phase outs" in dealing with other undesired uses. This case demonstrates that amortization is a potent weapon against what otherwise might be called "investment backed expectations." Establish a relatively short amortization period, and the court will defer to your judgment and the takings problem, if there was one, simply goes away.
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