CA Surveying study materials
CA Surveying study resources

A Lot Line Adjustment That Would Break Two Rules at Once

CA Surveying · Put your knowledge to work in context.

All case studies

A Lot Line Adjustment That Would Break Two Rules at Once

Two adjoining R-1 parcels: Parcel A is 11,000 sq ft and Parcel B is 10,800 sq ft, with a 10,000 sq ft minimum lot size and a 7.5 ft side yard. The owners of both parcels are the same person, who wants to shift their 200 ft common line 4.0 ft into Parcel B and build a garage on the enlarged A. Parcel B's house sits 9.0 ft from the existing common line. A recorded 10 ft public utility easement is centered on that common line. The owner asks you to prepare the exhibit and the legal description and to "just move the line 4 ft," noting that the county has approved lot line adjustments before and that a neighbor did one in a week.

1. Can the line be moved 4.0 ft? Run the governing constraints.

Read the worked answer

Run both constraints and take the smaller one.

Area test. A 4.0 ft shift over a 200 ft line transfers 200 x 4.0 = 800 sq ft:

  • A: 11,000 + 800 = 11,800 sq ft (above the 10,000 minimum)
  • B: 10,800 - 800 = 10,000 sq ft (exactly at the minimum)

The area test alone barely passes.

Setback test. The line moves toward B, so B's house gets closer to the new line:

  • New setback = 9.0 - 4.0 = 5.0 ft, against a required 7.5 ft.

That fails, and it fails by 2.5 ft. The area constraint is not the binding one.

Maximum compliant shift. Setting 9.0 - x = 7.5 gives x = 1.5 ft (300 sq ft). At that shift A becomes 11,300 sq ft and B becomes 10,500 sq ft - both above the minimum, and the setback is satisfied exactly at 7.5 ft with zero margin.

Judgment: a 4.0 ft shift is not approvable as described. A 1.5 ft shift technically satisfies the numbers but leaves no margin and requires leaving B's house exactly at the minimum. Recommend something under 1.5 ft, or a different design solution, and put the arithmetic in front of the owner in writing before anyone drafts a description. Also confirm whether B's house is already legally nonconforming; if it is, further encroachment into the setback is usually a harder sell, not an easier one.

2. What happens to the utility easement when the line moves, and what must the exhibit show?

Read the worked answer

The easement does not move. It is a recorded interest in land, described by its own document. Shifting the boundary line reallocates ownership of the fee, but the easement stays where the recorded instrument put it - straddling the old line, now 1.5 ft (or 4.0 ft) off the new centerline.

The practical results:

  • The easement remains a single strip crossing both parcels, and both owners continue to hold it subject to the utility's rights.
  • The new line runs through the easement at an offset from its centerline, so the exhibit must show both the easement and the new line, with dimensions between them.
  • A garage or any structure in the proposed buildable area must clear the easement. The setback test is not the only test - a garage inside the PUE is a problem regardless of zoning.
  • Confirm what the grant actually says: whether it is exclusive or nonexclusive, whether it runs to successors, and its width and recording reference. Read the document, do not assume from the plat symbol.

Exhibit contents: existing record lines and areas from deed and map; measured lines and areas; the proposed new line with bearings, distances, and monumentation; the easement shown and tied; the dwelling and its setback to both the old and new lines; area computations by both record and measured; and a vicinity map. State the basis of bearings and whether areas are record or measured.

3. The owner says the county approved similar adjustments quickly. What is your role, and how do you set expectations?

Read the worked answer

Your role is to measure, describe, and disclose - not to approve or to promise. A lot line adjustment between existing parcels is a local agency action under California Government Code section 66412(d); it does not create a new parcel, and the agency, not the surveyor, decides whether the resulting parcels conform. Your deliverable is the exhibit and legal description, plus the survey evidence supporting them.

Set expectations explicitly:

  • The agency will apply its own zoning analysis to the resulting parcels - area, width, setbacks, coverage, parking. Your exhibit is the input, not the decision.
  • A surveyor's note that a parcel "meets minimum lot size" is an opinion outside the surveying scope; state the measured areas and let the planning department make the finding.
  • The neighbor's one-week turnaround may reflect a simpler geometry, a different zoning district, or an informal pre-application conversation. It is not a precedent you can cite.
  • Any new description must be recorded and may require a certificate of compliance or a record of survey depending on the agency and what the retracement disclosed.

In writing to the owner: the 4.0 ft shift fails the setback test; 1.5 ft is the arithmetic maximum and leaves no margin; the PUE does not move; approval is the agency's call. Then offer the constructive path - a smaller shift, a variance inquiry, or a redesigned garage. A surveyor who silently drafts the 4.0 ft description because the client asked is the one who is still in the file when the garage has to come down.