2005-961-Order No. 2005-052 Recorded 7/28/2005DESCHUTES CLERKDS Q 20050961
KIEWED COMMISSIONERS' JOURNAL 01/28/2005 03;11;53 PM
LEGAL COUNSEL II II I III IIIIIIIIIIIIIII I IIII
20-9 i
I
BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
An Order Approving a Waiver of Land Use
Regulations to Authorize Robert and Lumae
Malone to Use the Subject Property as Allowed
When the Property was Acquired
* ORDER NO. 2005-052
*
WHEREAS, On November 2, 2004, the voters of the State of Oregon approved Ballot Measure 37
which added provisions to Oregon Revised Statutes (ORS) Chapter 197 to require, under certain circumstances,
payment of just compensation to landowners if a government land use regulation reduces property value. In lieu
of just compensation, Ballot Measure37 authorizes the governing body of a local government to modify, remove
or not apply the land use regulation, and
WHEREAS, Robert and Lumae Malone have made a timely demand for compensation under Measure
37 for a reduction in value to his property at 64880 Half Mile Lane, Bend, Oregon due to regulations which took
effect after Robert and Lumae Malone acquired an interest in this property, and
WHEREAS, Section 8 of Measure 37 authorizes the Board, as the governing body responsible for
adoption and enforcement of County regulations, to not apply the identified land use regulation that restricts the
owner's use and reduces the value of the property; and
WHEREAS, the Board has received the report and recommendation of the County Administrator as
required by DCC 14.10.090; and
WHEREAS, the Board has considered the Administrator's report and the evidence presented by the
parties at a Board meeting as required by DCC 14.10.090; and
WHEREAS, the Board makes the following findings of facts and conclusions;
1. On February 9, 2005, Robert and Lumae Malone ("Claimants") filed a Measure 37 claim with
the Community Development Department.
2. Claimants' property that is the subject of the claim is located at 64880 Half Mile Lane, Bend,
Oregon, within Deschutes County.
3. The County Administrator has recommended that the claim is eligible for compensation, and
that current EFU zoning for the subject property not be enforced in lieu of payment of just
compensation to Claimants. The Administrator's report is attached and incorporated by
reference into this Order as Exhibit "A."
4. The Board concurs with the Administrator's report that Robert and Lumae Malone are the
current owners of the subject property described in Exhibit "B," Lumae and Robert Malone
having acquired an interest and continually owned an interest in the subject property since June
24, 1977.
PAGE 1 OF 3- ORDER No. 2005-052 (07/27/05)
The Board concurs with the Administrator's report that the current zoning for the subject
property is EFU, which would not permit a land division of this subject property. This land use
regulation is not exempt from Measure 37 claims.
6. The Board concurs with the Administrator's report that an application for a land division of the
Claimants' property subject to the current regulation, EFU zoning, if applied to the subject
property would be denied. Therefore, such an application to determine enforcement of the
current zoning to the Claimants' property would be futile.
7. There seems to have been applicable zoning in 1977 under County regulation PL-5 and a 5 acre
minimum lot size in 1970 under County regulation PL-2 at the time Claimants acquired the
property.
8. The Board concurs with Administrator's report that Claimants have not demonstrated that
electricity, domestic water, and road access for the desired use of additional residential lots on
the subject property are feasible. Despite the lack of a precise amount of reduction in value, the
denial of additional lots on the subject property would be a substantial amount of reduction in
fair market value; now, therefore,
THE BOARD OF COUNTY COMMISSIONERS OF DESTCHUTES COUNTY, OREGON, HEREBY
ORDERS as follows:
Section 1. The Board hereby determines, based on these findings and conclusions and the
Administrator's report in Exhibit "A," that the Malone claim is eligible under DCC 14.10.100.
Section 2. The Board hereby elects to not apply current EFU zoning and nonexempt land use regulations
to the subject property described in Exhibit "B" in lieu of payment of just compensation under Ballot Measure
37. Claimants are hereby authorized to use the subject property as permitted at the time the owners acquired the
property. Claimants may apply for land division of the subject property consistent with the regulations in effect
at the time they acquired the property. Lumae and Robert Malone may apply and that use shall be permitted if
the subject property fully complies with the regulations in effect on June 24, 1977. The Community
Development Director is hereby authorized to determine the effects that any other non-exempt regulations in
effect on this date would have on Claimants' proposed development differently than current non-exempt
regulations.
Section 3. This Order is a waiver of a non-exempt County land use regulation from a property
determined to be claim eligible as defined in DCC 14.10.020(0).
Section 4. A STATE OF OREGON WAIVER MAY BE REQUIRED FOR THE DEVELOPMENT OR
USE OF THE SUBJECT PROPERTY. THIS WAIVER APPLIES ONLY TO THE LOCAL REGULATIONS
SPECIFIED ABOVE. DESCHUTES COUNTY LACKS THE AUTHORITY TO WAIVE ANY STATE
REGULATIONS OR LAWS. STATE LAWS AND REGULATIONS MAY APPLY TO THE USE OF THE
PROPERTY DESCRIBED HEREIN, AND A WAIVER OF SUCH LAWS AND REGULATIONS MUST BE
SEPARATELY OBTAINED BY THE OWNERS FROM THE STATE OF OREGON.
Section 5. This order does not affect any land use regulations of the State of Oregon. If the use allowed
by Section 2, above, remains prohibited by a State of Oregon land use regulation, the Planning Director shall
send notice of the Board's decision to the Director of the Department of Land Conservation and Development.
PAGE 2 OF 3- ORDER NO.2005-052 (07/27/05)
The notice shall include a statement that the County will not accept an application for a building permit related
to the newly allowed use on the property until the earlier of the following events: (i) notice by the Department of
Land Conservation and Development that it concurs with the Board's decision, or (ii) a date 180 days from
issuance of the Board's decision where no response is made to the notice by the Department of Land
Conservation and Development.
Section 6. This Order shall be recorded in the Deschutes County Deed Records together with portions
from the deed or other instrument in Exhibits A and B sufficient to identify the subject property for recording
purposes.
DATED this ea-y of July, 2005.
BOARD OF COUNTY COMMISSIONERS
OF DESCHUTES COUNTY, OREGON
ATTEST:
Recording Secretary
PAGE 3 OF 3- ORDER NO.2005-052
TOM DEWOLF, Chair
Deschutes County Department of Administrative Services
1300 NW Wall St., Ste. 200, Bend, OR 97701-1947
(541) 388-6570 Fax (541) 385-3202 - www.deschutes.org
TO: Board of County Commissioners DATE: July 6. 2005
From: Michael A. Maier, County Administrator
RE: Measure 37 Claim - Robert and Lumae Malone
64880 Half Mile Lane
Introduction
The County processed the initial Measure 37 claims using its brief claim form, evaluating the initial
submission, asking at least two times that the Claimants furnish more evidence to complete or clarify the
claim, and preparing this report and recommendation under DCC 14.10, the Measure 37 ordinance. The
County's claims process recognizes that less precise evidence of value may be sufficient to evaluate
claims, since there are currently no county funds available for payment of compensation. Also, the
ordinance provides further opportunities for affected neighbors to present evidence and testimony at the
Board meeting when these claims are considered.
This report and recommendation is intended to be a summary and evaluation of evidence in the record.
The report may be attached to the Board's Order which decides Measure 37 claims as a factual basis for
the Order. Any factual changes or additions to this report from testimony or other evidence can be made
part of the Board's Order. Claimants and affected parties have the opportunity to rebut this Report and
provide additional relevant evidence to the Board. Also, under the County's process, Claimants must
provide evidence that the desired use of the property, which may be allowed by a waiver of County
regulations is feasible, i.e., not prevented by physical, utility or other development limitations of the site.
Report and Recommendation - DCC 14.10.090
This is my report and recommendation on this Measure 37 claim received February 9, 2005 when
Measure 37 was in lawful effect. Claimants paid the filing fee and submitted an official demand form. The
property, tax lot number 161227D001000, located at 64880 Half Mile Lane, Bend, Oregon, and shown on
the attached map, is estimated by claimants to be approximately ten acres. The current zoning is EFU,
Page 1 of 4 - EXHIBIT A - ORDER NO. 2005-052
which precludes a division of this property. The Claimants' desired use is a subdivision of the property
into four 2.5 acre lots and Claimants allege a loss of $350,000. The following is an analysis of the
evidence in the record on the elements of this Measure 37 claim.
Current Owners - Robert and Lumae Malone
Claimants submitted a copy of a contract of sale that demonstrates they both acquired an interest in the
subject property. The contract is dated June 24, 1977. That contract stipulated that the deed executed
from the contract would be to Lumae Malone only. On October 21, 1988 Lume Malone executed a
quitclaim to Lumae and Robert Malone. Both the warranty deed in favor of Lumae Malone and the
quitclaim deed in favor of Lume and Robert Malone were recorded at the same time.
Owner Date of Acquisition - Lumae and Robert Malone June 24, 1977.
The date of acquisition by the current owners is the relevant date for Board consideration of waivers
under section (8) of Measure 37. The compensation section of Measure 37, section (6), uses the
acquisition date of a family member to determine the extent of reduction in value for compensation. Since
the County has no funds budgeted for payment of compensation, waivers that are issued by the County
are limited by section (8) of Measure 37 to county land use regulations that were adopted after the later
acquisition date of the current owners. If a waiver is granted as to county land use regulations which were
adopted after the current owners acquisition date, no compensation is due, even if the prior family
member held the property for many years. While this may seem inconsistent, the measure was, evidently,
written to encourage waivers of local and state land use regulations.
Oregon statutes provide that buyers of land sale contracts are to be considered owners. Therefore, the
date of acquisition for Claimants Lumae and Robert Malone is the date of the execution of the above
discussed contract. That document was recorded in the Deschutes County Deed Records at Vol. 172,
page 2074, on June 23, 1977.
Restrictive Requlation - EFU zoning
Under the terms of the ordinance, the Claimants must identify county land use regulations that prevent
the Claimants from using the property in a way that they otherwise could have used the property at the
time the property was acquired. The Claimants must also show that these identified regulations cause a
loss of property value.
Page 2 of 4 - EXHIBIT A - ORDER NO. 2005-052
The claim form identifies only the EFU zoning as the land use regulation restricting the desired use. This
regulation is a county land use regulation, which is subject to Measure 37 claims.
Enforcement of County Regulation - futile DCC 14.10.040(G).
Measure 37 requires that an ordinance that restricts the current owners use be "enforced" against them.
This report confirms that an application for the desired use would violate the current minimum lot size and
be denied. Therefore, the intent of DCC 14.10.040(G) has been met for this claim.
Reduction in Value - $350,000 alleged
The ordinance requires that the Claimants provide evidence of the amount of the claim in dollars based
on the alleged reduction in the fair market value of the property resulting from the enforcement of the
County's land use regulation.
• Claimants have not submitted evidence that domestic water is available.
• Claimants have not submitted evidence of available electricity for the desired additional lots.
• Public road access to new proposed lots has not been demonstrated by a rough drawing.
• Claimants' letter estimates a reduction in value based on sales prices per lot without an estimate
of development and sales costs.
• Claimants have not submitted an appraisal of the reduction in value or evidence of a precise
reduction in value that reflects development costs.
• County records indicate an approved septic permit on the property dated July 14, 1989.
• Assuming Claimants could obtain any subdivision of the property under prior zoning, but not
under current zoning, the value of Claimants' property for Measure 37 purposes has been
reduced.
Effect of County Waiver - remove zoning restriction EFU
Claimants have explained in their materials that a County waiver of application of the current EFU zoning
would allow them to seek a subdivision of the subject property consistent with the lack of zoning in effect
on June 24, 1977, Claimants' date of acquisition of an interest in this property. A County waiver of the
current regulations does not waive the requirement that Claimants demonstrate compliance with earlier
regulations in a land division application. In that application process the evidence about the qualification
Page 3 of 4 - EXHIBIT A - ORDER NO. 2005-052
for a land division can be resolved consistent with the applicable 1977 regulations for Lumae and
Robert's claim. Those regulations include PL-5 (1971) which seems to require a 5 acre minimum lot size.
Claimants who receive a waiver must use the current process to seek the needed development permits
based on the regulations in place at the time the current owners acquired the property. Except in a rare
case, the current procedural requirements for handling permits are not regulations that reduce value.
Therefore, the County's procedural regulations are not waived.
Conclusion and Recommendation
The current owners of the subject property have submitted a claim pursuant to Measure 37 which
demonstrates Claimants' eligibility for use of the subject property based on land use regulations in effect
on June 24, 1977, the date they acquired an interest in the property. There is some evidence in the
record that development of additional lots, their desired use, might be feasible for the installation of a
septic system but no evidence of feasibility of the property for electricity, and domestic water. There is
evidence in the record that there is some amount of reduction of value because additional lots could be
created. Claimants estimate this reduction in value at over $350,000, the market value estimate of
additional lots. This does not seem to take into consideration the development costs of the proposed lots.
My recommendation is that the Board approve Claimants' waiver of the EFU zoning in the form of the
Order attached. This Order would have the effect of waiving the current County land use regulations to
allow the owners to apply for use of the property in a manner permitted at the time the owners acquired
the property. In essence the County would not apply the current EFU zoning to the Claimants' property,
but would apply the regulations which were in effect when Claimants acquired the property. This waiver is
not a development permit. Claimants must apply for a land division under regulations in effect on June 24,
1977.
Page 4 of 4 - EXHIBIT A - ORDER NO. 2005-052
EXHIBIT B
The Northeast Quarter of the Southwest Quarter of the Southeast Quarter
(NEkSV%SEk) of Section Twenty-seven (27), Township Sixteen (16) South, Range
Twelve (12), East of the Willamette Meridian, Deschutes County, Oregon, in-
cluding point use of and subject to the following easements: An easement 60
feet in width along the East side and 20 feet in width along the West side
of the NWkSEk of said section and 20 feet in width along the West side of
the NASASEk of said section. An easement 30 feet in width on either side
of the common boundary between the SDVTW%SEh and the NEkSVOEk of said
section and an easement 30 feet on, each side of the common boundary between
thw West Half and the East Half of the SW;4SEk of said section for purposes
of ingress and egress. - - - -
Order No. 2005-052; Malone