Bob JACKSON and Sue Jackson, husband and wife; Robert Cobey and Susan Cobey, husband and wife; Charles Smith and Janette Smith, husband and wife, Appellees-Plaintiffs, v. Larry E. WILLIAMS and Xan H. Williams, husband and wife; Larry Emmett Williams, as Trustee of the Revocable Inter Vivos Trust of Larry Emmett Williams, Appellants-Defendants.
No. 61405.
Supreme Court of Oklahoma.
Dec. 10, 1985.
Rehearing Denied March 10, 1986.
706 P.2d 557 | 1985 OK 103
We find no cogent reason expressed or implied for the attempted change of construction, and we find the exemption for “churches” to be sufficiently ambiguous to permit of the construction originally given. Order No. 84-04-16-11 of the Oklahoma Tax Commission is therefore held invalid, vacated and set aside insofar as it purports to subject denominational or sectarian educational institutions to the sales or use tax of Oklahoma.
SIMMS, C.J., DOOLIN, V.C.J., and LAVENDER and KAUGER, JJ., concur.
HODGES, HARGRAVE and WILSON, JJ., dissent.
OPALA, J., concurs in judgment.
James R. Hays, Messrs. Ellison, Hays & Nelson, Tulsa, for appellees-plaintiffs.
Paul A. Karns, Jenks, Jon R. Garrett, Garrett & Rogers, Detroit, Mich., for amicus curiae Homelife Ass‘n for the Handicapped, Inc.
OPALA, Justice.
Three questions are presented for decision:
[1] Does the use of a residence as a group home for five mentally handicapped women and their housekeeper constitute a “single-family dwelling” within the meaning of the City of Tulsa‘s zoning ordinance? [2] Does maintenance of a group home offend the applicable restrictive covenant that limits the use of the property in the zoned district to a residential purpose and the character of the structure to a “single-family dwelling?” and [3] Does the opera-
This controversy centered on the attempt by Larry and Xan Williams [collectively called Williams], defendants, to lease their home in the Park Plaza South III subdivision in Tulsa, Oklahoma, to the Oil Capital Association for the Handicapped, Inc. [Association], a non-profit organization. The Association planned to use the house as a group home for five mentally handicapped women, one of whom was to be a twenty-one year old daughter of Williams.1 A housekeeper would reside in the home for the primary purpose of supervising and running the household.2 Williams had several years earlier placed the house in a revocable inter vivos trust with Larry Williams as the trustee. The trust would receive $1,000.00 per month as rent from the Association, which in turn would collect rent from the five sublessees.3 The salary of the housekeeper would be paid by the Association.
Several of the residents [Homeowners] in the subdivision sought to enjoin the establishment of the group home in their neighborhood as being violative of certain restrictive covenants and zoning laws. The homeowners secured a temporary injunction to prohibit the occupancy of the house by a group of mentally retarded persons.
At the hearing on the permanent injunction some of the homeowners elaborated upon the character of the subdivision.4 There was testimony that placement of the group home in the neighborhood would create problems of traffic congestion and lead to a decrease in property values of the surrounding lots. Two neighbors testified that Williams’ daughter was an annoyance and a nuisance at times.5
The trial court issued a permanent injunction upon its finding that the proposed use of the house was incompatible with the restrictive covenants and zoning ordinances.6
I
INJUNCTIVE RELIEF
Williams seeks appellate relief on the ground that the proposed use of the home is permitted by the local zoning laws and applicable restrictive covenants. The homeowners characterize the proposed use of the home as institutional and thus prohibited in the area.
During the proceedings in the trial court the homeowners asserted that the following zoning laws and restrictive covenants would be violated by the maintenance of a group home:
(1) The Park Plaza South III subdivision is a RS-3 zoning district which means that it is a residential, single-family high-density district.7
(2) Covenant A of the subdivision‘s deed of dedication requires that all lots in the tract shall be known and described as residential lots. It further provides that no structure shall be erected, altered, placed or permitted to remain on any building lot other than a detached “single-family dwelling.”
(3) Covenant E provides that no noxious or offensive trade or activity shall be carried on upon any lot nor shall anything be done thereon which may be or become an annoyance or nuisance to the neighborhood.
The trial court granted injunctive relief based on violations of these provisions.
The award of a permanent injunction is a matter of equitable cognizance. On review of an equity case we are bound neither by the reasoning of the trial court nor by its findings but may examine the whole record and consider and weigh all the evidence.8 The findings and decree of the trial court will not be disturbed unless found to be clearly against the weight of the evidence.9 An injunction is an extraordinary remedy and relief by this means is not to be granted lightly.10 The right to injunctive relief must be established by clear and convincing evidence and the nature of the injury must not be nominal, theoretical or speculative.11
II
THE ZONING ORDINANCE
Zoning ordinances are to be strictly construed and not extended by implication. Any ambiguity or uncertainty should be decided in favor of the property owner whose use of the premises, actual or proposed, is in contest.12
The Park Plaza South III addition is zoned as a residential single-family high density district.13 These districts are:14
“... designed to permit the development and conservation of single-family detached dwellings in suitable environments in a variety of densities to meet the varying requirements of families.”
“A building, other than a mobile home, containing one dwelling unit designed for occupancy by not more than one family.”
The term “family” is defined as:
“One or more persons occupying a single dwelling unit, provided that unless all members are related by blood, marriage, or adoption, no such family shall contain over five persons, but further provided that domestic servants may be housed on the premises without being designated as a family.” [Emphasis added].
The district court‘s ruling on this issue was clearly contrary to the plain wording of the ordinance. Where, as here, the zoning law has expressly defined the meaning of the term “family,” the stated definition is controlling.16 The proposed use of the home as a residence for five unrelated mentally handicapped persons and one housekeeper would clearly bring the group home within the terms of the zoning laws.
The ordinance does not require, as suggested by the homeowners, that all who live in the house own it jointly, nor can this requirement be fairly implied within its terms. The district court was concerned that Williams had not applied for a variance from the zoning commission. Since occupancy of Williams’ home by five persons unrelated to one another and their housekeeper is permitted by the zoning ordinance, there was no need for Williams to seek a variance.
III
THE RESTRICTIVE COVENANTS
The specific restrictive covenants that are at issue in the instant case provide:
Covenant A
“All lots in the tract shall be known and described as residential lots. No structure shall be erected, altered, placed or permitted to remain on any building plot, that exceeds two stories in height; all residences must have a private garage, for not less than two cars, attached to the residence. All structures shall be constructed of brick or stone veneer at least window-sill height all the way around with the exception of porches and terraces and garages. No structure shall be erected, altered, placed or permitted to remain on any building plot other than one detached single-family dwelling.” [Emphasis added].
Covenant E
“No noxious or offensive trade or activity shall be carried on upon any lot nor shall anything be done thereon which may be or become an annoyance or nuisance to the neighborhood.”
We begin our analysis with a fundamental premise of the law of real property. While the intentions of the parties to restrictive covenants ordinarily control the construction of the covenants, such covenants are not favored by the law and they will be strictly construed to the end that all ambiguities will be resolved in favor of the unencumbered use of the property.17
Covenant A sets forth both a use and a structural restriction.18 The first sentence in Covenant A requires the lots to be residential; the rest of the covenant requires that any structure be a single-family dwelling.
The five women are to function as a single housekeeping unit by sharing in the preparation of meals, performing housekeeping duties and planning recreational activities. Most of the women have outside employment. The housekeeper will provide supervision and guidance similar to that of the head of any household. The day-to-day activities occurring at the home, as viewed from the outside, will not make it appear unlike the rest of the neighborhood. The essential purpose of the group home is to create a normal family atmosphere dissimilar from that found in traditional institutional care for the mentally handicapped. The operation of a group home is thus distinguishable from a use that is commercial—i.e., a boarding house that provides food and lodging only—or is institutional in character.19 Furthermore, no educational training would be provided at the home nor would there be medical or nursing care administered to the residents.20 In virtually all respects, save for the mental capacity of those who would live in the home, the on-the-premises operations would be much like a typical suburban household.
The homeowners’ reliance on Garcia v. Siffrin Residential Assn., 63 Ohio St.2d 259, 407 N.E.2d 1369 [1980]21 is misplaced. Garcia dealt with the establishment of a residential treatment facility for mentally retarded persons. Training and education are the primary purpose of a treatment facility or an institution, whereas providing a family atmosphere is the primary purpose of a group home.
The second portion of Covenant A imposes a structural requirement on the owners in the tract to limit building size and style. The homeowners argue that this covenant was violated by the addition of three closets, a full bathroom, a second rear door and a fire ladder at the rear of the house. There is nothing in the record to indicate how these alterations make this house any different from one used by the typical American suburban family. Courts in other jurisdictions have found group homes such as this one in compliance with similarly worded restrictive covenants.22
Oklahoma case law has not addressed itself to the meaning of the phrase “single-family dwelling” in the context of a restrictive covenant. The trial court noted that the residents of the group home would be unrelated and that this would be contrary to the definition of “family,” which word the homeowners understood when they purchased the property to mean persons related by consanguinity or affinity. It
If Covenant E were interpreted to prohibit all commercial activity, maintenance of the group home would still be a permitted use under the same reasoning as that discussed under Covenant A.
Other factors that may have been considered by the trial court in finding a violation of Covenant E are the possibility of increased traffic in the neighborhood or that the women in the home would require more guidance than other women of their age. No evidence was introduced to prove that traffic in the neighborhood would increase because of the maintenance of a group home. We may infer here from the evidence that the behavior of a mentally handicapped adult is not unlike that of a child. In the absence of contrary proof, we are constrained to hold that the service personnel needed to assist in the care of these women would not constitute a nuisance in the subdivision, nor would the occupancy of Williams’ home by five mildly-retarded persons amount to an annoyance or a nuisance per se. We find that the trial court‘s ruling here is clearly against the weight of the evidence.
Lastly, Williams requests that he be allowed an attorney‘s fee but cites no authority for its award in the litigation category into which this action falls.25 As a general rule, attorney‘s fees are not recoverable by a prevailing party in the absence of a statute or an enforceable contract.26 Since we are aware of no authority for a counsel fee allowance in an injunction suit like the one before us the plea must be denied.
In summary, we conclude that (a) a group home for five mentally handicapped persons and one housekeeper is a single-family unit within the meaning of the city zoning ordinance; (b) there is an absence in Covenant A of a restriction upon the use of the house for a single-family dwelling; the only use limit present in that covenant confines the home to a residential purpose; (c) the single-family restriction in Covenant A is purely structural; it does not restrict the use of the house; the structural covenant is not offended because none of the alterations made in the house operates to change the character of the structure as a single-family dwelling; and (e) the operation of the group home would not violate the restriction in Covenant E.
While the U.S. Supreme Court does not appear to have expanded its holding in Shelley v. Kraemer beyond restrictive covenants having racial overtones, other state courts have applied Shelley in contexts other than racial discrimination. See Riley v. Stoves, 22 Ariz.App. 223, 526 P.2d 747 [1974] (restrictive covenant that excluded families with children); Franklin v. White Egret Condominium, 358 So.2d 1084 [Fla.App.1978] (discriminating on the basis of age) and West Hill Baptist Church v. Abbate, 23 Ohio Misc. 66, 261 N.E.2d 196 [1969] (religious use of property). Should we narrowly interpret the one-family dwelling restrictions so as to prohibit unmarried persons from living together in a common household as a family, the protections of Shelley v. Kraemer might well be invoked as a constitutional bar to enforcement of the covenant.
SIMMS, C.J., DOOLIN, V.C.J., and LAVENDER, HARGRAVE, KAUGER and SUMMERS, JJ., concur.
ALMA WILSON, J., concurs in part and dissents in part.
HODGES, J., dissents.
ALMA WILSON, Justice, dissenting in part and concurring in part.
I am in agreement with the majority opinion on question (1). The use of the residence as a group home for five mentally retarded women and their housekeeper constitutes a “single-family dwelling” within the meaning of the Tulsa zoning ordinance. If this case were based on the zoning ordinance alone, the trial court‘s injunction would be improper. I also concur with the majority‘s determination on issue (3).
However, I disagree with the majority on issue (2). The Appellees in this case have a legally protected contractual right which has been infringed. The group home violates the applicable restrictive covenant limiting the use of the property covered by the contract to “single-family dwellings“.
The intentions of parties who voluntarily enter into a restrictive covenant control judicial construction of the covenant. The majority superimposes the zoning ordinance‘s definition of “single-family dwelling” onto the restrictive covenant of private parties. The zoning ordinance reflects the policy choice of the city of Tulsa, while the private restrictive covenant reflects differing policy choices. Nothing in the zoning ordinance indicates that definitions stated in the ordinances control private contracts of individual parties. Likewise, nothing in the restrictive covenants or deeds provide for the definitions of the zoning ordinance to control.
The term “single-family dwelling” should therefore be interpreted from the document itself. This calls for an examination of the plain and obvious purpose of the restriction and the ordinary meaning of the terms used. It is my opinion that the restrictive covenant‘s usage of the term “single-family dwelling” refers to more traditional definition of a nuclear or extended family sharing one household.
The majority opens the door to selective enforcement of restrictive covenants. In effect, restrictive covenants can be enforced against all non-single family residence uses except when living arrangements include mentally handicapped persons. Although this reasoning reaches a desirable and preferred result, equal protection principles forbid selective enforcement of restrictive covenants.1 The Appellants seeking relief voluntarily agreed by contract that the use of the property would be limited to a “single-family dwelling“. I would uphold the restrictive covenant and affirm.
Notes
[1] In Omega the building was restricted to a residential use and structurally to a “single-family dwelling.” The court held that when the element of supervision is added to the occupancy of unrelated persons the single-family use is destroyed.
[2] In London the court held that the term “family” in a deed of dedication—where the word is not defined—was intended to refer to the more traditional definition of that term; i.e., “persons related by blood, marriage or adoption.” The court did not believe that a group home of four mentally handicapped persons, supervised by a married couple, met this definition of a family. The “traditional family” is distinguishable from its less restrictive definitions of (a) “nuclear family“—i.e., one that consists of parents, children and domestic servants; Rudy v. Southampton Civic Club, 271 S.W.2d 431 [Civ.App.1954] or (b) “extended family“—i.e., one that consists of a nucleus group of persons related by blood, marriage or adoption which may include parents, children and other kinsmen more remotely related such as grandchildren, uncles, aunts, nieces and the like and even lodgers or boarders. Shaver, supra, 626 S.W.2d at 577 and 578 and Southampton Civic Club v. Couch, 159 Tex. 464, 322 S.W.2d 516, 518 [1959].
[3] In Shaver a covenant restricted the use of the home to a residential purpose and a single-family dwelling. There was no structural restriction in the covenant. Shaver relied upon the “extended family” definition for the term “single-family dwelling” and concluded that the defendant had violated the covenant by allowing his home to be used by a non-profit corporation as a group home for severely handicapped persons.
Shaver is factually distinguishable from the present case. This is so because here (a) the single-family dwelling restriction was not included in the definition of residential purpose and (b) only a structural restriction limited the building size and style to a single-family dwelling. Nowhere in the covenant at issue here was the use of the building restricted to a single family dwelling. The court in Shaver acknowledged that in some jurisdictions the courts refuse to enjoin group home living arrangements when the covenant restricts the form or character of the structure only rather than limiting the use of the property to a single-family residence. The concurring opinion in Shaver stated that the extended family definition was “unrealistic and unduly restrictive” because, consistent with well-reasoned authorities in other jurisdictions, it was preferable “to define ‘family’ as a stable housekeeping unit of two or more persons who are emotionally attached to each other and share a relationship that emulates traditional family values, promotes mutual protection, support, happiness, physical well-being and intellectual growth and is not in violation of the penal laws.” [Emphasis added.] Id., 626 S.W.2d at 579. Under this proposed definition, the housemother and her three charges would have been permitted to remain in the dwelling.
