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Bruner v. Josephine County
2010 Ore. App. LEXIS 1685
Or. Ct. App.
2010
Read the full case

Background

  • Plaintiffs own 40 acres, purchased in 1984, zoned for residential uses (one-acre lots) prior to downzoning to agricultural zoning requiring 80-acre minimums.
  • Plaintiffs obtained a Measure 37 waiver from the county allowing development inconsistent with later zoning; they began planning a PUD consistent with 1984 zoning.
  • Measure 49, adopted in 2007, repealed/modified Measure 37 and reduced development rights; it became effective December 6, 2007.
  • After Measure 49, the county refused to issue permits based on the Measure 37 waiver, and plaintiffs sued for breach of contract, equitable estoppel, taking, and mandamus.
  • Trial court dismissed for failure to state cognizable claims; court also held state may be necessary party for constitutional challenges; issues framed in context of Measure 37’s desiccation by Measure 49.
  • This appeal follows from Friends of Yamhill County and related authorities recognizing that Measure 49 undermines Measure 37 waivers, with remaining questions about regulatory takings under the Fifth Amendment.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Does Measure 49 repeal destroy Measure 37 rights and moot breach claims? Bruners contend Measure 37 waiver created contractual/vested rights; Measure 49’s repeal breaches those rights. County argues no contract exists and repeal moots claims; judicial system not implicated. Yes, waiver rights are moot post-Measure 49; contract-based breach claims fail.
Did Measure 49 constitute a Fifth Amendment taking? Fifth Amendment requires compensation for the loss of the waiver’s value and property rights. Regulatory change does not deprive plaintiffs of all economically viable use; no per se taking. No taking under Lucas or Penn Central; regulatory action not a compensable taking.
Did Measure 49’s effect on the waiver impair judicial functioning or contractual obligations under state/federal law? Impairment of contractual obligations and judicial functioning if waivers enforceable. Treats as moot; no enforceable contractual right; no impairment under federal or Oregon constitutions. Claims for impairment and mandamus are not viable; affirmed dismissal.

Key Cases Cited

  • Corey v. DLCD, 344 Or. 457 (Or. 2008) (describes Measure 49 effect on Measure 37 waivers and vested rights)
  • Friends of Yamhill County v. Board of Commissioners, 237 Or. App. 149 (Or. App. 2010) (discusses Measure 49/Measure 37 relationship and vested rights factors)
  • Smejkal v. DAS, 239 Or.App. 553 (Or. App. 2010) (holds waivers do not create enforceable contracts; repeal does not unduly burden judiciary)
  • Lucas v. South Carolina Coastal Council, 505 U.S. 1003 (U.S. 1992) (per se taking framework for total deprivation of property)
  • Penn Central Transp. Co. v. New York City, 438 U.S. 104 (U.S. 1978) (balancing test for regulatory takings)
  • Tahoe-Sierra Preservation Council, Inc. v. Tahoe Regional Planning Agency, 535 U.S. 302 (U.S. 2002) (use parcel as a whole in regulatory takings analysis)
  • Coast Range Conifers v. Board of Forestry, 339 Or. 136 (Or. 2005) (uses of parcel as a whole for evaluating regulatory impact)
  • Clackamas Co. v. Holmes, 265 Or. 193 (Or. 1973) (vested rights concept in development)
Read the full case

Case Details

Case Name: Bruner v. Josephine County
Court Name: Court of Appeals of Oregon
Date Published: Dec 29, 2010
Citation: 2010 Ore. App. LEXIS 1685
Docket Number: 08CV0404; A140018
Court Abbreviation: Or. Ct. App.