PRSR INFORMATION 03-09-2005M,erican Planing Asenuavion 29
property as a condition of approving the con-
struction of a house. New York's Court of
Appeals ruled in the town's favor in Decem-
ber in Smith v. Town of Mendon. Three of the
judges on the seven-member court dissented
sharply, however, arguing chat the restriction
was a taking under established U.S. Supreme
Court precedents.
The judges' discussion of those precedents
is significant because the Supreme Court has
not yet squarely addressed the consticutional-
ir -onditions imposed on permit applica-
tic :hat fall short of a landowner's forced
dedication of property to a municipality or
some ocher emiry.
Paul and Janet Smith applied for site plan
approval to build a house on their 9.7-acre
parcel in Mendon (pop. 8,370), 12 miles south
of Rochester. In the past 20 years, the town has
made a concerted effort to retain i[s semi-rural
character, using tools such as environmemal
protection overlay districts (EPODs). The
EPODs restrict construction on steep slopes,
sensitive lands bordering a major creek, estab-
lished wooded areas, and kloodplains. They
bar any land disturbance in these districts,
unless it is shown that the activity would not
harm the protected land and that there is no
reasonable ahernative to the activity.
Some of the Smiths' lot is subject to the
EPODs, but they had planned to build on the
non-EPOD portion. Aker reviewing the plan,
the Mendon planning board concluded that
the construction was not likely to result in any
adverse environmental impacts. Nevertheless,
the board required that the Smiths file a
cor~ ~-vation restriction on any development
wi the EPOD areas. The restriction would
also legally bind subsequem owners.
The Smiths sued, claiming the restriction
was an unconstitutional taking. The trial court
dismissed the case, but the intermediate ap-
pellatecourt affirmed [hat there was no taking
30 PlvnninG March 2005
because the restticricrn was reasonably related
to the rowels goal of preserving environmen-
tally sensitive land.
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The Court of Appeals rejected the Smiths'
argument that the conserva[ion restriction
was an exaction according [o the standards
set in 1987 by rbe Supreme Court in Nollan
v. California CoartaL Commission and in Dolan
v. City ofTigard, a 1994 Oregon case. Exac-
tions, the New York court said, are land-use
decisions that condition development approval
velopment restrictions, and give the town
an effective means of enforcing its EPOD
regulations.
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There were two dissenting opinions. Judge
Susan Read, joined b}' Judge Robert Smith,
contended that the case fell squarely within
the Nollan/Dolan takings analysis. The re-
striction was a conservation easement as de-
fined by New York's environmental conserva-
[ionlaw, Read stated. "Themajoriry isthetefore
simply wrong when it asserts chat the town is
not requiring a dedication ofproperty m pub-
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on the dedication of property to public use.
Such conditions may be unconstitutional in a
narrow class of cases.
In Nollan, the commission refused to
permit construction unless the landowner
grained an easement for a public pathway.
In Dolan, the city conditioned a permit on
the owner's dedication of part of her prop-
erty for improvements to a srorm drainage
s}'stem and a bicycle path. Both anions
were ruled takings.
In contrast, the Smith case dealt with no
actual dedication of land [o public use, the
court said. Under the town's restriction,
the Smiths could still exclude others loom
their land. The court said it saw no reason
co extend the concept of exactions in a case
where the restriction merely put conditions
on development.
Therefore, the court said, it would examine
the development condition under the stan-
dard the Supreme Court laid down in 1980 in
Aginr v. Cit)~ of Tiburon. First, contrary to the
Aginr standards, the resu~iaion did not reduce
the value of the Smiths' property very much,
let almte deny them economically viable use
of it. Given the resu'ictions the EPOD ordi-
nance already imposed, the parts of the prop-
erty covered by the new restriction had little
development value an}nvay.
Second, the restriction substantially ad-
vanced a legitimate government interest: It
would preserve sensitive areas in perpem-
iry, put future buyers on notice of the de-
lit use," when it requires such an easement,
she said.
Judge Read also disagreed with the majority's
view that a permit condition does not amount
to an exaction unless it infringes on the prop-
erty owner's right co exclude others or man-
dates public access.
in Smith, Judge Read said, the site plan ap-
proval was conditioned on giving the rown a
conservation easement, and that amounted to
an exaction. In takings jurisprudence, "public
use" is synonymous with public purpose or
public bene5t. The easemen[ was in fact a
dedication of property to a public use-its
entire justification was to confer an environ-
mental benefc[ on [he public.
The restriction would serve a legitimate
rown interest, Judge Read conrinued~ Rut, as
in Nollan, there was no "essential nexus" be-
tween the exaction and the harm, if any, the
proposed construction might cause.
In the other dissenting opinion, Judge
Victoria Graffeo argued that the town's ac-
tion amounted m a taking even under the
Agins standard because the restriction failed
to advance the town's interest further than
did the existing EPOD regulations. "Ad hoc
imposition of a conserva[ion restriction as a
condition m site plan approval does not fur-
ther additional legitimaceenvironmental con-
cerns in a meaningful v~ay and is simply over-
kill," she declared.