Kucera v. Lizza

59 Cal. App. 4th 1141, 69 Cal. Rptr. 2d 582, 97 Daily Journal DAR 14787, 97 Cal. Daily Op. Serv. 9190, 1997 Cal. App. LEXIS 1009
CourtCalifornia Court of Appeal
DecidedDecember 8, 1997
DocketA075859
StatusPublished
Cited by23 cases

This text of 59 Cal. App. 4th 1141 (Kucera v. Lizza) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kucera v. Lizza, 59 Cal. App. 4th 1141, 69 Cal. Rptr. 2d 582, 97 Daily Journal DAR 14787, 97 Cal. Daily Op. Serv. 9190, 1997 Cal. App. LEXIS 1009 (Cal. Ct. App. 1997).

Opinion

Opinion

LAMBDEN, J.

We consider the validity of an ordinance of the Town of Tiburón which preserves views and sunlight against unreasonable obstruction by tree growth. Gilbert and Heidi Kucera, owners of an apartment building, used the ordinance to attempt resolution of a dispute with neighboring apartment building owner Tiberio Lizza over eight Monterey Pines which had grown to obstruct their view. Reaching no resolution through less formal procedures dictated by the ordinance, they brought this superior court action against Lizza, also under the ordinance, to compel restoration of their views.

The case presented the trial court with issues of whether the obstruction was unreasonable under the ordinance and, more fundamentally, whether the ordinance was invalid. In a bifurcated trial on stipulated facts, the court gave judgment for Lizza on the latter ground. It held the ordinance unconstitutional and “void” as (1) preempted by state law governing the creation of servitudes and land burdens, and (2) an arbitrary and unreasonable exercise of the police power.

*1144 The Kuceras appeal, supported in their arguments by friend of the court briefs from the Town of Tiburón (Tiburón or the town) and the City of Belvedere, Tiburon’s brief being joined by 71 other California cities. 1

Background

The ordinance

The ordinance, entitled “View and Sunlight Obstruction from Trees,” comprises chapter 15 of the Tiburón Municipal Code (hereafter cited only by section). Its purpose is to establish “the right of persons to preserve views or sunlight which existed at any time since they purchased or occupied a property from unreasonable obstruction by the growth of trees” (§ 15-1.A) and “a process” to seek “restoration” of views and sunlight (§ 15-l.B).

Supporting findings or “principles” include these: “residents, property owners, and businesses cherish their outward views from the Tiburón Peninsula, and . . . cherish the benefits of plentiful sunlight reaching their buildings and yards” (§ 15-1.1); “outward views and plentiful sunlight reaching property contribute greatly to the quality of life in Tiburón, and promote the general welfare of the entire community” (ibid.); desires for “beautiful and plentiful landscaping” occasion inevitable conflicts (§ 15-1.2); owners and residents “should maintain trees on their property in a healthy condition for both safety reasons and for preservation of sunlight and outward views” (§ 15-1.3); a process for resolving disputes, and guidelines for preserving and restoring views and sunlight, are needed (§ 15-1.4); parties to disputes “should act reasonably to resolve [them] through friendly communication, thoughtful negotiation, compromise, and other traditional means” before resorting to the procedures established in the ordinance (§ 15-1.5).

The ordinance grants persons “the right to preserve and seek restoration of views or sunlight which existed at any time since they purchased or occupied a property, when such views or sunlight are from the primary living area or active use area and have subsequently been unreasonably obstructed by the *1145 growth of trees.” (§ 15-3.) Concomitantly, “No person shall plant, maintain, or permit to grow any tree which unreasonably obstructs the view from, or sunlight reaching, the primary living area or active use area of any other parcel of property” within the town (§ 15-4(a)), and “[b]ecause the maintenance of views and sunlight benefits the general welfare” of the town, such obstruction also constitutes “a public nuisance” (§ 15-4(b)). Prescribed procedures must be followed to establish rights under the ordinance, but private parties also retain their “right to seek remedial action for imminent danger” caused by trees. (§ 15-3.)

The ordinance defines pertinent terms. Among them: “View” generally means a medium or long-range view; “Sunlight” means direct or indirect light; “Tree” includes not just trees in the usual sense, but shrubs, hedges and bushes which might obstruct views or sunlight; a “Primary Living Area” is a part of a residence from which views are observed most often; an “Active Use Area” is a most frequently occupied portion of a commercial building from which views are available. (§ 15-2.)

Criteria for determining what constitutes an “unreasonable obstruction” take into account the extent of preexisting views and their obstruction, now and at tree maturity, the quality of those views, any interference with preexisting solar energy systems and the extent to which factors other than tree growth are responsible. (§ 15-5.)

“Restorative Action” means any specific requirement to resolve a tree dispute (§ 15-2) and contemplates a progression of actions designed to produce the least intrusive solution. The specified hierarchy, least to most intrusive, is: trimming; thinning (removal of branches to improve visibility) or windowing (creation of openings through thinning); topping; removal with replacement plantings; and removal without replacement. (§§ 15-2, 15-7.) The maximum limit of restorative action is “the documentable extent of view or sunlight existing at any time during the tenure” of the complaining owner or occupant, and the health of any affected tree must be considered. (§ 15-7.) In addition, restorative action “may include written conditions (including ongoing maintenance), and directions as to appropriate timing of such actions, and may be made to run with the land and apply to successors in interest. . . .” (Ibid.)

Restorative action is also affected by the type of tree. To alter or remove a “Protected Tree"—heritage (specified trunk circumference), oak (specified varieties) or dedicated (through resolution of the town council)—requires a permit (§ 15-8) and is disfavored under the governing criteria (§ 15-6(1)). By contrast, the ordinance favors “aggressive action” for “Undesirable Trees”: *1146 “By reason of their tall height at maturity, rapid growth, dense foliage, shallow root structure, flammability, breakability, or invasiveness, certain types of trees have been deemed ‘undesirable’ by the Town, including Blue Gum Eucalyptus, Coast Redwood, Monterey Pine, Monterey Cypress trees, or any other tree which generally grows more than 3 feet per year in height and is capable of reaching a height of over 35 feet at maturity. When considering restorative action for ‘undesirable’ trees, aggressive action is preferred.” (§ 15-8.)

Criteria for appropriate restorative action also call for consideration of any hazard the tree poses (e.g., fire or falling limbs), its growth rate and maintenance requirements, its aesthetic qualities and location, soil stability, privacy and wind screening, energy conservation and climate control, and wildlife habitat. (§ 15-6.) Other guidelines stress the tree’s protected or undesirable status, the avoidance of stump growth, the action hierarchy already noted (ante), and maintenance (ongoing maintenance requirements “are strongly recommended ... in order to achieve lasting preservation” of views or sunlight). (§ 15-8.) The guidelines also provide: “Permanence.

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Bluebook (online)
59 Cal. App. 4th 1141, 69 Cal. Rptr. 2d 582, 97 Daily Journal DAR 14787, 97 Cal. Daily Op. Serv. 9190, 1997 Cal. App. LEXIS 1009, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kucera-v-lizza-calctapp-1997.