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955 N.W.2d 812
Iowa
2021
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Background

  • Plaintiffs Gregory and Lea Ann Saul own an R-3 lakeshore lot in unincorporated Cerro Gordo County subject to a 6-foot side-yard setback.
  • The Sauls had a pergola built that sits 21 inches from the property line; it was constructed without a permit and they applied for a variance after being notified of the violation.
  • Their variance application admitted the pergola was already installed, did not claim unique property circumstances, and provided no evidence that compliance would deny a reasonable return.
  • The County Board of Adjustment unanimously approved the area variance (and waived the penalty) after a hearing with minimal evidence; no neighbors formally complained.
  • The neighboring landowner (Earley Trust) sought certiorari in district court; the district court and Iowa Court of Appeals affirmed the board.
  • The Iowa Supreme Court granted further review, held the board acted illegally for failing to apply the Deardorf unnecessary-hardship standard, and reversed and remanded to annul the variance.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Standard for area vs use variances Area variances require a lesser showing than use variances Deardorf three-part "unnecessary hardship" test applies equally Court rejected a separate, lesser standard for area variances and applied Deardorf uniformly
Legality of the board's grant of variance for pergola 21" from property line Variance should be granted because pergola already built, is aesthetic/shading improvement, and no neighbor complaints Applicants failed to prove unnecessary hardship (no evidence of denial of reasonable return or uniqueness) Board acted illegally; Sauls failed to meet Deardorf's requirements (no showing of inability to yield reasonable return; no unique circumstances)
Relevance of good-faith construction/expense after-the-fact Good-faith construction and expenditure justify granting the variance Equitable considerations are immaterial to statutory variance criteria Court held equitable/good-faith arguments irrelevant; prior construction does not satisfy statutory hardship requirements

Key Cases Cited

  • Deardorf v. Bd. of Adjustment, 254 Iowa 380 (established three-part unnecessary-hardship test for variances)
  • Graziano v. Bd. of Adjustment, 323 N.W.2d 233 (reiterated burden on applicant to prove unnecessary hardship)
  • Greenawalt v. Zoning Bd. of Adjustment, 345 N.W.2d 537 (applied Deardorf conjunctive test; equitable considerations insufficient)
  • Bd. of Adjustment v. Ruble, 193 N.W.2d 497 (construction in violation of ordinance and good-faith ignorance do not create unique hardship)
  • City of Johnston v. Christenson, 718 N.W.2d 290 (distinguished use vs area variance but did not adopt a different Iowa standard)
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Case Details

Case Name: Mary Sue Earley and Bankers Trust Company as Trustees of the Mary Sue Earley Revocable Trust Dated September 26, 1994 v. Board of Adjustment of Cerro Gordo County, Iowa, Gregory A. Saul and Lea Ann Saul
Court Name: Supreme Court of Iowa
Date Published: Feb 26, 2021
Citations: 955 N.W.2d 812; 19-1672
Docket Number: 19-1672
Court Abbreviation: Iowa
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    Mary Sue Earley and Bankers Trust Company as Trustees of the Mary Sue Earley Revocable Trust Dated September 26, 1994 v. Board of Adjustment of Cerro Gordo County, Iowa, Gregory A. Saul and Lea Ann Saul, 955 N.W.2d 812