Berenson v. Town of New Castle, 38 N.Y.2d 102 (1975)
A zoning ordinance that excludes multifamily housing is not per se unconstitutional but must provide for a balanced, cohesive community, considering both local and regional housing needs.
Summary
Plaintiffs challenged the Town of New Castle’s zoning ordinance, which effectively prohibited the construction of new multifamily residential housing. The New York Court of Appeals held that while a town can regulate land use through zoning, an outright ban on multifamily housing requires a careful balancing of the town’s need to maintain its character with the broader regional need for diverse housing options. The court emphasized that zoning ordinances must consider both local and regional needs to ensure a balanced and integrated community.
Facts
The plaintiffs owned a 50-acre parcel in the Town of New Castle, a suburban community north of New York City. New Castle’s zoning ordinance, enacted in 1971, did not permit multifamily dwellings in any of its twelve zoning districts, most of which were restricted to single-family residential use with minimum lot sizes of one or two acres. The plaintiffs planned to build a large, age-oriented condominium development on their property, but town officials indicated that the necessary zoning changes would not be approved. The plaintiffs then filed a declaratory judgment action, arguing that the zoning ordinance was unconstitutional because it excluded multifamily housing.
Procedural History
The Special Term denied cross-motions for summary judgment, finding triable issues of fact regarding the town’s need for multifamily housing. The Appellate Division affirmed, agreeing that factual issues remained, and granted leave to appeal to the New York Court of Appeals. The Court of Appeals affirmed the denial of summary judgment but clarified the relevant factual issues for trial.
Issue(s)
Whether a zoning ordinance that effectively prohibits the construction of all new multifamily residential housing within a town’s borders is constitutional.
Holding
No, because such an ordinance must provide for a balanced and well-ordered plan for the community, considering both local and regional needs for multifamily housing.
Court’s Reasoning
The court acknowledged the power of municipalities to regulate land use through zoning to promote the health, safety, and general welfare of the community, citing Euclid v. Ambler Co. However, this power is not unlimited. The court emphasized that a zoning ordinance must provide for a balanced and cohesive community that makes efficient use of available land. This does not mean each zone must be balanced, but the town as a whole, as provided for by its zoning ordinances, must be balanced and integrated.
The court outlined a two-part test for evaluating ordinances that exclude multifamily housing. First, the zoning board must have provided a properly balanced and well-ordered plan for the community. This requires assessing the types of housing that currently exist, their quantity and quality, and whether this array adequately meets the present needs of the town. Second, the ordinance must consider regional needs and requirements. The court recognized that zoning often has a substantial impact beyond the boundaries of the municipality and that localities cannot ignore the housing needs of the broader region. However, a town need not permit a use solely for the sake of the people of the region if regional needs are presently provided for in an adequate manner.
The court quoted Matter of Golden v. Planning Bd. of Town of Ramapo, cautioning against “community efforts at immunization or exclusion.” The court also noted that while zoning is a legislative act, courts must assess the reasonableness of what the locality has done until regional governmental units can make such determinations. The court emphasized the importance of balancing local desires with the greater public interest of meeting regional needs.
The court concluded that whether New Castle could exclude high-density residential development depended on the specific facts and circumstances in the town and the community at large, which needed to be assessed at trial.