Lead Opinion
These consolidated actions
The record discloses that although the judgments were entered upon an order granting separate motions for judgment on the pleadings, defendant filed no answer in either case. Its motion therefore had the purpose and effect of a
The Stockton Deep Water Ship Channel is a navigable tidal waterway extending from the mouth of the San Joaquin River to the Port of Stockton. From the turning basin adjoining the port, the channel continues easterly for about 5,000 feet and comes to a dead end within the confines of the city. This portion of the waterway is known as the Upper Stockton Channel. Plaintiffs Colberg
Colberg alleges that 81 percent of its current business involves ships standing more than 45 feet above the water line. Plaintiff Stephens alleges that 35 percent of its current business involves such ships. The present minimum clearance between plaintiffs’ yards and the Pacific Ocean is 135 feet, established by the Antioch Bridge. Plaintiffs allege in substance that after the construction of the proposed bridges, no vessel with fixed structure in excess of 45 feet above the water line will be able to enter their respective shipyards; that there is no other access by water to the yards from the San Joaquin River, San Francisco Bay and the oceans of the world; and that plaintiffs, their properties and their businesses will suffer loss and damages because of the impairment of access resulting from the construction of the bridges.
Counsel for the state pointed out to us at oral argument that a bridge of vertical clearance sufficient to accommmodate plaintiffs’ shipyard traffic would involve greatly increased construction costs because it would entail extended approaches;
The trial court granted the state’s motion for judgment on the pleadings in both cases and entered judgments accordingly. In its memorandum opinion it held that diminution of the scope of plaintiffs’ access from their respective properties to the Stockton Deep Water Ship Channel as a result of the state’s proposed action relative to its navigable waters would not constitute a taking or damaging of private property for which just compensation would be required.
It is not disputed that an actual controversy exists between the parties on this question; that if plaintiffs were required to await construction of the bridge before commencing an action at law, they would suffer irreparable damage because of interference with their businesses during construction; that a declaratory judgment resolving the question of compensability in their favor prior to completion of the bridge project will permit relocation of their respective operations with a minimum of inconvenience; and that plaintiffs will be unable to plan their businesses or enter into necessary long-term business contracts, until such question is settled. We are satisfied that under the above circumstances plaintiffs were entitled to invoke declaratory relief.
The sole question in this ease is whether the alleged impair
In order to put the controversy into proper focus, we must first make some preliminary observations concerning plaintiffs’ position and the nature and extent of their claim. First, it is clear that plaintiffs must assert the taking or damaging of a private right in order to bring themselves Avithin the protective embrace of article I, section 14. Thus, they cannot ground tlieir claim in the right of navigation, for this is a public right from the abridgment of which plaintiffs Avill suffer no damage different in character from that to be suffered by the general public.
We deem it unnecessary to decide this question, for we have determined that, whatever the scope of plaintiffs’ right of riparian access as agadnst other private persons, that right must yield without compensation to a proper exercise of the power of the state over its navigable waters. It is to a discussion of this latter power that we now turn.
The State of California holds all of its navigable waterways and the lands lying beneath them ‘ as trustee of a public trust for the benefit of the people.” (People v. Gold Run Ditch & Min. Co. (1884)
The courts have construed the purposes of the trust with liberality to the end of benefiting all the people of the state. In the early case of People ex rel. Board of State Harbor Comrs. v. Potrero & Ray View R.R. Co. (1885)
In Boone v. Kingsbury (1928)
Finally, in the ease of Gray v. Reclamation Dist. No. 1500, supra,
We have referred above to the paramount supervisory power of the federal government over navigable waters. This power, though superior to that of the state, is not grounded in ownership of the navigable waterways upon which it operates, but rather derives from the commerce clause of the United States Constitution, and it has been stated that it may properly be exercised only in order to aid navigation. (Port of Seattle v. Oregon & W. R.R. Co. (1921)
As we have shown above, the power of the State of California to deal with its navigable waters, though subject to the superior federal power, is considerably wider in scope than that paramount power. The state, as owner of its navigable waterways subjeсt to a trust for the benefit of the people, may act relative to those waterways in any manner consistent with the improvement of commercial traffic and intercourse. We are of the further view that the law of California burdens property riparian or littoral to navigable waters with a servitude commensurate with the power of the state over such navigable waters, and that “when the act [of the state] is done, if it does not embrace the actual taking of property, but results merely in some injurious effect upon the property, the property owner must, for the sake of the general welfare, yield uncompensated obedience.’’ (Gray v. Reclamation Dist. No. 1500, supra,
We have arrived at this conclusion after an examination of cases from other jurisdictions. It appears that in some states the servitude operates only when the state acts upon its navigable waters for the purpose of improving navigation, and that private rights “damaged’’ by acts not in aid of navigation are therefore compensable. (Beidler v. Sanitary Dist. (1904)
The limitation of the servitude to cases involving a strict navigational purpose stems from a time when the sole use of
It is clear that the conсlusions above expressed dispose of plaintiffs’ contention that their right of access to the navigable waters fronting on their respective properties must, in order to be of utility, include the right to navigate freely to the sea.
In City of Newport Beach v. Fager, supra,
We also reject plaintiffs’ contention that our highway access cases (see Bacich v. Board of Control (1943)
Finally, we emphasize that the state servitude upon lands riparian or littoral to navigable waters, like the federal servitude burdening such lands, does not extend to cases wherein the proper exercise of state power results in actual physical invasion of or encroachment upon fast lands. In the case of Miramar Co. v. City of Santa Barbara, supra,
It therefore appears that this court in the Miramar case, though divided as to the proper result under the facts there at issue, reached fundamental agreement on the extent to which the state, through the proper exercise of its trust power to deal with navigable waters, may impair without compensation rights appurtenant to property riparian or littoral to such waters. The servitude with which such property is burdened precludes compensation for impairment or curtailment of all rights not damaged by permanent physical invasion of or encroachment upon fast lands; when the exercise of the power does cause such physical invasion or encroachment, the servitude is inapplicable and rights damaged as a result are compensable in accordance with article I, section 14, of the state Constitution.
We hold that plaintiffs’ right of access from their respective riparian properties to the waters of the channel, whatever its scope as against private parties, is burdened with a servitude in favor of the state and that, since there is here no direct physical invasion of, or encroachment upon, said properties by the state, plaintiffs are not entitled to compensation for the abridgment or .diminution, if any, of such right
The judgments are, and each of them is affirmed.
Traynor, C. J., McComb, J., Tobriner, J., and Burke, J., concurred.
Notes
The trial court granted defendant's motion for consolidation of both actions "for hearing and trial.” Appellants have prepared a single record on appeal but filed separate briefs.
In each, action the court made and filed findings of fact and conclusions of law. Since the granting of each motion had the effect of an order sustaining a general demurrer and since there was no “trial of a question of fact by the court” (Code Civ. Proc., § 632), there was nothing to find. The findings of fact and conclusions of law were not required and we have disregarded them. (Taylor v. Palmer (1866)
In the Colberg action plaintiffs are Colberg, Inc., a California corporation, Wilton Colberg, Jack Colberg and Gordon Colberg, co-partners, doing business as Colberg Boat Works. Colberg, Inc. operates the shipyard under a lease from the partnership and owns the equipment and personal property utilized in such operation. Hereafter, unless otherwise indicated, we refer to all of the said plaintiffs collectively as Colberg.
Colberg alleges that its property 'will be totally lost and destroyed” ; and that it is “the only shipyard facility which lies on the Upper Stockton Channel that relies principally upon the repair and construction of large vessels for its income.” Stephens alleges that as a result of the construction of the bridges, its shipyard “can only be operated at substantial loss to the plaintiff and the value of plaintiff’s property will be substantially diminished. ’ ’
Colberg alleges on information and belief that the state “has determined the comparative costs of the bridges at different levels, includ
“50 foot vertical clearance above mean soa level: $27,448,000.00
“63 foot vertical clearance above mean sea level: $38,724,000.00
“100 foot vertical clearance above mean sea level: $46,398,000.00
“No estimate of cost has been made by the defendant for a bridge 135 feet above mean sea level”; further alleges that “the determination of the defendant to construct said bridges with a vertical clearance of 50 feet above mean sea level, and to construct them without facilities for a lift type or draw-bridge type bridge, has been made solely upon considerations of economy and the advantages to motor vehicle traffic safety and utility, and not upon any consideration to improve navigation. Plaintiffs further allege that said bridges are an obstruction to navigation and do not improve navigation in any manner whatsoever. ’ ’
“ The demands of commerce and of modern life generally impose a necessity for security in legal relations. That implies not only that the immediate present be stabilized, but that planning for the future may be possible. Such planning requires the opportunity to ascertain and to determine the effect of relations and events certain or practically certain to arise in the future.” (Borchard, Declaratory Judgments (2d ed. 1941) pp. 414-415 ; see Sattinger v. Newbauer (1954)
‘Private property shall not be taken or damaged for public use without just compensation having first been made to . . . the owner, . . .” (Cal. Const., art. I, § 14.)
Indeed, plaintiffs, while scrupulously eschewing all claims based on a public right, have been, forced into the position of exlending a private right in a meandering continuum from their properties to the Pacific Ocean and, as counsel for the state observed at oral argument, now claim a property right in “a column of air 135 feet high extending from their properties to the sea.” We cannot refrain from observing that were the bridge here involved proposed for the Carquinez Straits instead of the Upper Stockton Channel, plaintiffs, consistently with the theory of their pleadings, would advance the same basic claim for compensation. If such claim could be considered valid for plaintiffs, it would also bo assertible by the countless ripаrian owners in the intervening section of the watercourse.
”. . . nor shall private property be taken for public use, without just compensation.” (U.S. Const., Amend. V.)
There is some doubt as to the origin and basis of the dominant navigational servitude in favor of the federal government. Perhaps the most satisfactory explanation is that derived from the common law concept of jus publicum, that interest of the Crown in its navigable waterways whereby the subjects were assured that such waterways would be utilized for public benefit, and that private interference with such utilization would be prevented. (See Morreale, op cit., at pp. 19-31.)
We observe that New York cases antedating the Marine Air Ways case did not appear to construe the servitude so narrowly as did that case and those following it. (See Sage v. Mayor of City of New York (1897)
No case has been found denying compensation when the act of the state upon its navigable waters results in actual taking of or encroachment upon fast lands. (See Natcher v. City of Bowling Green, supra,
"[E]ach State has dealt with the lands under the [navigable waters] within its borders according to its own views of justice and policy, reserving its own control over such lands, or granting rights therein to individuals or corporations, whether owners of the adjoining upland or not, as it considered for the best interests of the public. Great caution, therefore, is necessary in applying precedents in one State to cases arising in another.” (Italics added.) (Shively v. Bowlby, supra,
It should he noted that the “private property’’ right upon which plaintiffs base their claims is of even larger scope than a simple right to navigate freely to the sea, for that right is not here curtailed except insofar as it concerns ships with fixed structures more than 45 feet above the waterline. Thus, the “right of access’’ claimed by plaintiffs would seem to include a right to navigate to the sea in vessels of any size. (See fn. 8, infra.)
As noted above (see fn. 11 and accompanying text) the State of New York appears to limit the scope of the state’s servitude to those cases where the state’s act is in furtherance of navigation, and requires compensation for damage to private rights occasioned by acts not in furtherance of navigation. However, in a case whose facts are similar to those at bench, the New York court construed those facts and characterized the right at issue as that of navigation, rather than access. Since, as we have indicated above, the right to navigate is a public rather than a private right, the court held that its abridgment was noneompensable even though the governmental act complained of was not undertaken in aid of navigation. (Marine Air Ways v. State of New York, supra,
It is this right as against private persons which is the basis of cases involving condemnation of land fronting on navigable waterways. (See City of Los Angeles v. Aitken (1935)
The improvement involved in Miramar was in aid of navigation. However, as we have explained supra, the state’s power to regulate and control its nаvigable waters is not limited to purposes of navigation, and the servitude in its favor is of commensurate scope.
Dissenting Opinion
I dissent.
I cannot agree that because the state wants to build two low-level highway bridges across the mouth of an inlet where plaintiffs’ shipyards are located, plaintiffs must suffer the complete loss caused by the impairment of their right of one-way water access to deep water. Principles of fairness, logic and public policy suggest that this loss is a part of the cost of the freeway that should not be borne by plaintiffs but should be borne by the public. Compensation should therefore be allowed.
The access impaired here is one-way access to the oceans of the world. Such access is indispensable to the operation of plaintiffs’ businesses.
The majority hold that, under these facts, case law and public policy dictate the conclusion that compensation should not be allowed. So far as case law is concerned the majority have done a commendable job in collecting the cases discussing the nature of the rights involved. But all that this exhaustive analysis proves is that there are no definitive cases in California, and that the decisions of other states reach
Today government is big and complex and constantly growing bigger. The legitimate need of government for property is constantly expanding. Thus, more and more frequently, the rights of individuals and the government come into conflict. When this occurs then this court must referee the conflict and try to protect the rights of the state and the rights of the individual. In doing so we must keep in mind the admonition of our Constitution that property “shall not be taken or damaged for public use without just compensation. ’ ’
Nowhere is this conflict between the state and the individual made more apparent than by the state’s need to build new highways and freeways which frequently include, as here, the building of bridges. The problem became very apparent in the construction of the freeways and the approaches leading to the San Francisco Bay Bridge. Rights of access were obviously impaired. In the case of Bacich v. Board of Control,
The major error in the majority opinion is its holding that all the state’s uses of its navigable waters must be treated in the same identical fashion. It may be that when the state acts strictly in aid of navigation that the right of the state is absolute and the property owner is entitled to no compensation (Miramar Co. v. City of Santa Barbara,
When this case was before the Court of Appeal of the Third Appellate District, Justice Friedman prepared a scholarly and exhaustive opinion for the court that discusses these positions in depth. The following portions of that opinion are adopted as part of this dissent. (Colberg, Inc. v. State of California (Cal.App.)
“The amendment of state constitutions, including California’s, to provide compensation when private. property is ‘damaged’ as well as ‘taken’ for - public use, indicates an
“The central problem is to locate a line between compensable damage to private property and disadvantages of the kind called ‘cоnsequential.’ Of the latter sort are such elements as loss of business and diminution of traffic caused by diversion of traffic and circuity of travel. (People ex rel. Department of Public Works v. Symons,
“The street access doctrine represents an expanded notion of the constitutional concept of private property-whose inva
“Claims for loss of street access often arise because the public improvement places private property on a cul-de-sac, restricting accessability to one direction only, e.g., Valenta v. County of Los Angeles, supra; Bacich v. Board of Control, supra. The Colberg and Stephens shipyards are situated on a natural cul-de-sac. Without the intervention of the public improvement, they have marine access to the outside world in one direction only. According to the complaints, construction of the public project will obstruct much of the single marine route between their properly and the outside world. Their private right of access to the navigable water in front of their property has little value if that is as far as they can go.
“Doubtless these shipyards have street access on the landward side. Shoreline properties have obvious economic attributes resulting from their accessibility by water. Residual access by land may supply scant economic solace when marine access beyond the immediate waterfront is obstructed or
“The state contends that the street access doctrine is only an analogy. It suggests tb,at the public policy of the street access cases, where economic balancing is possible, does not apply to loss of marine access; that the public can supply economical alternative routes to compensate for closed streets but not for closed waterways; further, that a bridge of limited clearance across a busy waterway may elicit damage claims so heavy and widespread as to prevent the project. These factors evoke no policy considerations excluding access by water from the general easement of access recognized in eminent domain. The balancing approach is much broader than the street access cases. It is employed to measure the reach of the policy underlying the eminent domain provision of the state Constitution, laying down a line which separates compensable injuries from noncompensable disadvantages. In Albers v. County of Los Angeles, supra, it is used in the context of a landslide damage claim; in Clement v. State Reclamation Board,
“Viewed in the light of the economic balancing criterion, the present injuries are sharply focused on two properties. They arouse no сoncern for the public purse beyond that involved in any eminent domain proceeding. While shared with the general public, marine passage along Upper Stockton Channel without a height restriction is a unique economic attribute to two commercial shipyards located on a marine culde-sac.
“The selection between a low level bridge and reasonable alternatives is essentially a budgetary and planning choice by the administrator. Potential damage to the littoral owners may approach the cost of raising the bridge level. At that point the administrator starts thinking of an' acceptable alternative, for example, a higher bridge. Intangible community values imperiled by the extended ramps of a high bridge may impel his return to the low level design. Whatever motivates the administrator to choose a low level bridge, dollars or intangiblе community values, the individual property owner ‘if uncompensated would contribute more than his proper share to the public undertaking. ’ (Clement v. State Reclamation Board, supra,
“The specter of widespread damage claims caused by a bridge athwart a busy artery of marine commerce arouses no policy tremors. Potential economic injuries from obstructions to navigation are limited by federal statutes investing the Chief of Engineers and the Secretary of the Army with discretionary permit powers in the interest of protecting navigation. (See 33 U.S.C. §§ 401, 403 ; Ryan v. Chicago, B. & Q. R.R. Co.,
“We resist the invitation to follow the nuisance and equity decisions which deny upstream owners relief against downstream bridges which obstruct navigation., (See cases cited fn. 4, supra.) [Fn. 4. Gilman v. Philadelphia, 70 U.S. (3 Wall.)
“Eminent domain decisions in other states on comрensability of obstructions to navigation vary. The variation is often prompted by the language of the particular state’s constitutional provision. In Pennsylvania, where the Constitution was amended to provide compensation for property ‘injured’ as well as taken, a wharf owner was awarded damages when a city bridge prevented vessels from passing upstream to his wharf. (In re Construction of Walnut Street Bridge,
‘ ‘ Both sides seek support in City of Los Angeles v. Aitken,
■“The second major question is posed by the doctrine denying compensation when a littoral owner’s interests in navigable water are damaged through the exercise of the ‘navigation servitude,’ that is, through the public’s paramount power to control navigable waters in the interest of navigation and commerce. (See generally Miramar Co. v. City of Santa Barbara, supra,
“Broad dicta in some of the decisions permit identification of the navigation servitude with the promotion of ‘commerce’ without express restriction to waterborne commerce. Such statements should not be taken out of context. Decisional law rejects the notion that any project facilitating commerce is ipso facto within the sovereign power over waterways. Nor do the parallel powers of the federal and state governments over navigation include every public project affecting the navigable capacity of water. Although most generalizations entail some peril, the general tenor of the decisions is that the navigation servitude is limited to public works designed to aid or
“The state seeks to extend the navigation servitude on the strength of decisions permitting improvements on publicly owned tidelands without compensation for the upland owner’s loss of access, e.g., Miramar Co. v. City of Santa Barbara, supra,
“Finally, the state urges that the federal permit to construct the low level bridge project across Upper Stockton C'hánnel is ‘conclusive.’ Perhaps it is, in the limited sense that ,a court may not restrain an obstruction to navigation permitted'by federal law. (See cases cited fn. 4, supra.) The permit is only a declaration of federal assent, not a delegation of power.
“We conclude that the bridge project is not an exercise of the state’s navigation servitude; that the project will cause compensable damage to plaintiffs’ private properties if, in an appropriate proceeding, a court finds substantial impairment of their respective easements of access.”
For these reasons I believe the judgments should be reversed.
Mosk, J., concurred.
Appellants’ petition for a rehearing was denied November 1, 1967. Peters, J., and Mosk, J., were of the opinion that the petition should be granted.
Colberg alleges that 81 percent of its current business is derived from ships unable to reach its shipyard under a bridge but 45 feet in height. Stephens alleges it will lose 35 percent of its business if the bridges are built. The Carquinez bridges, it should be mentioned, are 135 feet above the water.
Article I, section 14 of our state Constitution. See also article XV, section 1 of that Constitution which provides “The right of eminent domain is hereby declared to exist in the State to all frontages on the navigable waters of this State.”
"At this point we paraphrase the majority opinion in Bacich v. Board of Control, supra,
"At this point we refrain from anticipating the computation of damage and from indicating the relationship between loss of business and devaluation of property.”
"Cf. Miramar Co. v. City of Santa Barbara,
"United States v. River Rouge Improv. Co., supra,
"Cummings v. City of Chicago,
