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The Land Use Tracker
Volume 4, Issue 1
Summer 2004

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bullet The Wisconsin Planning Experience:  Results From the Community Planning Survey
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Standards of Review for Conditional Uses

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Wisconsin Supreme Court Distinguishes Between Area and Use Variances and Changes the Standard for Area Variances

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Wisconsin Supreme Court Distinguishes Between Area and Use Variances and Changes the Standard For Area Variances

By Lynn Markham, Land Use Specialist

 

This article summarizes two recent Wisconsin Supreme Court decisions regarding zoning variances, State ex rel. Ziervogel v. Washington County Board of Adjustment, 2004 WI 23 (filed March 19, 2004) and State v. Waushara County Board of Adjustment, 2004 WI 56 (filed May 18, 2004) and focuses on:

  1. Distinguishing between area variances and use variances.
  2. Redefining the meaning of �unnecessary hardship� for area variances.
  3. Reviewing the three tests for deciding variance requests in light of the new Supreme Court decisions.

Distinguishing between area variances and use variances

Before these cases were decided by the Wisconsin Supreme Court, it was doubtful that zoning boards of adjustment in Wisconsin had the authority to grant use variances. See State ex rel. Markdale v. Board of Appeals, 27 Wis. 2d 154 (1965). Now, the Supreme Court has determined that boards of adjustment do have the authority to issue use variances, though they can be problematic for reasons described in a note at the end of this article.

 
The Ziervogel decision defines the two types of variances as follows:
  • Area variances �provide an increment of relief (normally small) from a physical dimensional restriction such as a building height, setback, and so forth.� Ziervogel, � 23.
  • Use variances �permit a landowner to put property to an otherwise prohibited use.� Ziervogel, � 21.

However, it may not always be easy to determine if an applicant is seeking an area variance or a use variance. It is arguable that a large deviation from a dimensional standard, or multiple deviations from several dimensional standards on the same lot, may constitute a use variance instead of an area variance. For example, allowing significantly reduced setbacks could have the same effect as changing the zoning from one residential zoning district that requires significant setbacks and open space to a second residential zoning district that has minimal setbacks and open space.

Based on the majority opinions in the Waushara County and Ziervogel cases, it appears that, in order to draw the line between area variances and use variances, boards of adjustment should consider the degree of the deviation from each dimensional standard for which a variance is sought, to determine if the requested variance would �permit wholesale deviation from the way in which land in the [specific] zone is used.� Ziervogel, � 23. A proactive county seeking to consistently differentiate between area variances and use variances could adopt an ordinance provision similar to the following:

Unless the board of adjustment finds that a property cannot be used for any permitted purpose, area variances shall not be granted that allow for greater than a ____% (or ____ foot) deviation in the area, setback, height or density requirements specified in the ordinance.

Redefining the meaning of �unnecessary hardship� for area variances

To qualify for either an area or a use variance, the applicant must still demonstrate that their property meets each of the following three requirements:

  • Unique property limitations
  • No harm to public interests
  • Unnecessary hardship

In the Ziervogel and Waushara decisions, the Supreme Court redefines �unnecessary hardship� when applied to area variances as:

�whether compliance with the strict letter of the restrictions governing area, setbacks, frontage, height, bulk or density would unreasonably prevent the owner from using the property for a permitted purpose or would render conformity with such restrictions unnecessarily burdensome.� Snyder v. Waukesha County Zoning Board of Adjustment, 1976, 74 Wis. 2d at 475 (quoting 2 Rathkopf, The Law of Zoning & Planning, � 45-28, 3d ed. 1972)

In addition, the Court�s majority opinions in Ziervogel and Waushara County clearly state that a board of adjustment should focus on the purposes of the zoning law at issue. �Unnecessarily burdensome� may be interpreted in different ways depending on the purpose of the zoning law from which a variance is being sought. For example, the purpose of dimensional zoning requirements vary widely from a neighborhood scale purpose of promoting uniformity of development to a much farther-reaching purpose of protecting water quality, fish and wildlife habitat and natural scenic beauty for all navigable waters in Wisconsin. As a result of the increased focus on the purpose of the zoning restriction, zoning staff and boards of adjustment have a greater responsibility to explain and clarify the purposes behind dimensional zoning requirements.

So what does �unnecessarily burdensome� mean in practice? The Ziervogel and Waushara County decisions both discussed variance requests to expand nonconforming structures that did not meet the shoreland setback, yet neither decided whether the variance should be granted under the �unnecessarily burdensome� standard. However, the 1976 Snyder decision that also used the term �unnecessarily burdensome� does provide guidance. In Snyder, a porch had been built that did not comply with the sideyard setback of a shoreland lot. The question was whether a variance should be granted for the porch because living without it would be �unnecessarily burdensome.� The board of adjustment denied the variance and the Wisconsin Supreme Court affirmed its decision stating that the �difficulty or hardship relied upon for granting the variance� for the porch was either �self-created or no more than personal inconvenience.� Snyder v. Waukesha County Zoning Board of Adjustment, 74 Wis. 2d at 479 (1976).

Reviewing the three tests for deciding variance requests in light of the new Supreme Court decisions

While the �unnecessary hardship� standard for area variances has changed, the other variance standards have remained the same. To qualify for a variance, the applicant must demonstrate that their property meets each of the following three requirements.

    1) Unique property limitations
    Unique physical limitations of the property such as steep slopes or wetlands that are not generally shared by other properties must prevent compliance with ordinance requirements. The circumstances of an applicant (growing family, need for a larger garage, etc.) are not a factor in deciding variances. Nearby ordinance violations, prior variances or lack of objections from neighbors do not provide a basis for granting a variance. Property limitations that prevent ordinance compliance and are common to a number of properties should be addressed by amending the ordinance.

    2) No harm to public interests
    A variance may not be granted which results in harm to public interests. In applying this test, the zoning board must consider the impacts of the proposal and the cumulative impacts of similar projects on the interests of the neighbors, the entire community and the general public. These interests are listed as objectives in the purpose statement of an ordinance and may include:

  • Public health, safety and welfare
  • Water quality
  • Fish and wildlife habitat
  • Natural scenic beauty
  • Minimization of property damages
  • Provision of efficient public facilities and utilities
  • Achievement of eventual compliance for nonconforming uses, structures and lots
  • Any other public interest issues

3) Unnecessary hardship
An applicant may not claim unnecessary hardship because of conditions which are self-imposed or created by a prior owner (for example, excavating a pond on a vacant lot and then arguing that there is no suitable location for a home). Courts have also determined that economic or financial hardship does not justify a variance. When determining whether unnecessary hardship exists, the property as a whole is considered rather than a portion of the parcel. The property owner bears the burden of proving unnecessary hardship.

  • For an area variance, unnecessary hardship exists when compliance would unreasonably prevent the owner from using the property for a permitted purpose (leaving the property owner without any use that is permitted for the property) or would render conformity with such restrictions unnecessarily burdensome. The board of adjustment must consider the purpose of the zoning restriction, the zoning restriction's effect on the property, and the short-term, long-term and cumulative effects of a variance on the neighborhood, the community and on the public interests. This standard reflects the new Ziervogel and Waushara County decisions.
  • For a use variance, unnecessary hardship exists only if the property owner shows that they would have no reasonable use of the property without a variance.

This Picture (16x16, 386 bytes) flow chart summarizes the standards for area variances and use variances. Application forms and decision forms for zoning variances are available on the Center for Land Use Education�s website at www.uwsp.edu/cnr/landcenter/zoningboards.html

 
Note:
While Wisconsin Statutes do not specifically prohibit use variances, there are a number of practical reasons why they are not advisable:
  • Unnecessary hardship must be established in order to qualify for a variance. This means that without the variance, no reasonable use can be made of the property.
  • Many applications for use variances are in fact administrative appeals. Often the zoning board is asked to determine whether a proposed use is included within the meaning of a particular permitted or conditional use or whether it is sufficiently distinct as to exclude it from the ordinance language. Such a decision is not a use variance but an appeal of the administrator�s interpretation of ordinance text.
  • Zoning amendments are a more comprehensive approach than use variances. Elected officials consider the larger land area to avoid piecemeal decisions that may lead to conflict between adjacent incompatible uses or may undermine land use plan and ordinance objectives. Towns have meaningful input (veto power) for zoning amendments to general zoning ordinances.
  • Zoning map amendments can change zoning district boundaries so as to allow uses provided in other zoning districts.
  • Zoning text amendments can add (or delete) permitted or conditional uses allowed in each zoning district.
  • Other summaries

    (UW-Extension does not necessarily endorse the viewpoints expressed in the articles below)

    State ex. rel Ziervogel v. Washington County Board of Adjustment

    From Wisconsin Law Journal�s website:
    www.wislawjournal.com/archive/2004/0324/variance-0324.html  and www.wislawjournal.com/archive/2004/0324/variance-analysis-0324.html

    From the Wisconsin Department of Natural Resources:
    http://dnr.wi.gov/org/water/wm/dsfm/shore/archive/decisions.htm 

    From the League of Wisconsin Municipalities:
    www.lwm-info.org/legal/2004/05may/comment.html

    From the Wisconsin Chapter of the American Planning Association:
    www.wisconsinplanners.org/law/March2004SpecialAlert.htm

    From Boardman Law Firm:
    www.boardmanlawfirm.com/muni_newsletter/muniMay04.pdf

    From Michael, Best and Friedrich:
    www.mbf-law.com/pubs/client/LR_alert_3_04.pdf

    From Godfrey & Kahn Attorneys at Law:
    www.gklaw.com/publication.cfm?publication_id=269

    State v. Waushara County Board of Adjustment

    From Wisconsin Law Journal�s website:
    www.wislawjournal.com/archive/2004/0526/02-2400.html

    From the Wisconsin Department of Natural Resources:
    http://dnr.wi.gov/org/water/wm/dsfm/shore/archive/decisions.htm 

    From the Wisconsin Realtors� Association:
    www.wra.org/pdf/government/landuse/Waushara_Cty_Case.pdf

    From Boardman Law Firm:
    www.boardmanlawfirm.com/muni_newsletter/muniJun04.pdf

     

    This article was reviewed for form and content by: Rebecca Roberts from the Center for Land Use Education; Linda Meyer from the Wisconsin Department of Natural Resources; Philip Peterson from the Wisconsin Department of Justice; and Daniel Olson from the Wisconsin League of Municipalities. Any errors, mistakes and omissions remain the responsibility of the author.

     

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