Summary
The Oregon Supreme Court held that state wildlife regulations restricting logging around a bald eagle nest did not constitute a taking under either Article I, section 18, of the Oregon Constitution or the Fifth Amendment. For the state constitutional regulatory-takings analysis, the court adopted the whole-parcel rule and evaluated the owner's economically viable use of the entire contiguous 40-acre parcel rather than only the affected nine acres. Because the owner could still log more than three-fourths of the property, the court reversed the Court of Appeals.
Holdings
- Article I, section 18, of the Oregon Constitution is not limited to physical appropriations; regulations that deny an owner any economically viable use of property can constitute a taking requiring compensation.
- Under Article I, section 18, the court must consider the owner's ability to use the whole parcel owned in determining whether the property retains any economically viable use.
- The timber was part of the underlying real property because no contract to sever it existed; therefore, the court could not treat the nine acres of timber as a separate property interest for the takings analysis.
- The wildlife regulation did not effect a taking under Article I, section 18, because plaintiff retained an economically viable use of the 40-acre parcel and could log more than three-fourths of it.
- The regulation did not effect a taking under the Fifth Amendment because the substantially-advances theory was no longer valid after Lingle, the whole parcel retained economically beneficial use under Lucas, the regulation did not authorize a physical occupation under Loretto, and the undisputed historical facts permitted the court to resolve the Penn Central claim as a matter of law.
Questions Presented
- Whether Article I, section 18, of the Oregon Constitution applies to regulations that restrict the use of private property, or only to physical appropriations.
- Whether the Oregon Constitution's regulatory-takings analysis requires the court to consider the entire 40-acre parcel or only the nine acres affected by the wildlife regulation.
- Whether the timber interest could be treated separately from the underlying real property for purposes of the takings analysis.
- Whether the wildlife regulation effected a federal taking under the substantially-advances theory, Lucas, Loretto, or Penn Central.
- Whether the Penn Central issue had to be submitted to a jury.
Disposition
reversed
Cases Cited (28)
- Coast Range Conifers v. Board of Forestry, 189 Or. App. 531, 76 P.3d 1148 (2003), adhered to on reconsideration, 192 Or. App. 126, 83 P.3d 966 (2004)(reversed)
- State v. Kennedy, 295 Or. 260, 262, 666 P.2d 1316 (1983)(followed)
- Priest v. Pearce, 314 Or. 411, 415-16, 840 P.2d 65 (1992)(followed)
- State v. Rogers, 330 Or. 282, 297, 4 P.3d 1261 (2000)(followed)
- McQuaid v. Portland & V. Ry. Co., 18 Or. 237, 22 P. 899 (1889)(followed)
- Iron Works v. O.R. & N. Co., 26 Or. 224, 228-29, 37 P. 1016 (1894)(followed)
- Morrison v. Clackamas County, 141 Or. 564, 18 P.2d 814 (1933)(followed)
- Thornburg v. Port of Portland, 233 Or. 178, 192, 376 P.2d 100 (1962)(followed)
- Boise Cascade Corp. v. Board of Forestry, 325 Or. 185, 198, 935 P.2d 411 (1997)(limited)
- Dodd v. Hood River County, 317 Or. 172, 181-82, 855 P.2d 608 (1993)(followed)
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