HomeMy WebLinkAboutGale v. Gloucester Zoning Board of AppealsTTTT
JUSTIN E. GALE &others [Note , vs.
ZONING BOARD OF APPEALS OF
GLOUCESTER another..[Note [,
80 Mass. App. Ct. 331
May 10, 2011 - September 2, 2011
Court Below: Land Court Department, Suffolk
Present: KANTROWITZ, SMITH, & WOLOHOJIAN, JJ.
Related Cases:
• 18 LCR 330
Zoning, Person aggrieved, Special permit, Variance, Nonconforming use or structure.
In a civil action brought in the Land Court by plaintiff landowners appealing from a decision of
the zoning board of appeals of Gloucester (board), which granted a special permit and a
variance pursuant to G. L. c.40A, § 6, to the defendant trustee, the owner of neighboring
property, allowing the reconstruction of a pre-existing nonconforming structure on the
defendant's property, the judge correctly determined that the plaintiffs had standing to appeal,
where, due to a right of way over the plaintiffs' property, the defendant's plan to construct a
year-round residence on neighboring property would have a particularized impact on the use of
that right of way in the future, especially during the construction phase of the new residence
[334-3351; further, the judge correctly concluded that the board's finding under G. L. c.40A, §
6, was sufficient to allow reconstruction, and that, as a matter of law, a variance was not
required [335-3381.
CIVIL ACTION commenced in the Land Court Department on December 30, 2008.
The case was heard by Charles W. Trombly, Jr., J., on a motion for summary judgment.
Michael K. Terry for the plaintiffs.
Kevin M. Dalton for George B. Foote, Jr.
Suzanne P. Egan for zoning board of appeals of Gloucester.
SMITH, J. The plaintiffs, Justin E. Gale, Henry Ware Gale, Peter Peabody Gale,
Benjamin Winsor Gale, and Emily Anne
Page 332
Gale (the Gales), appeal from the entry of summary judgment dismissing their
appeal from a decision of the zoning board of appeals of Gloucester (board). That
decision granted a special permit and a variance to the defendant trustee, George
B. Foote, Jr., allowing the reconstruction of a pre-existing nonconforming structure
on the land he held in trust.
1. Background. The following undisputed facts are taken from the summary
judgment record. The Gales are owners of property located at 17 Squam Rock Road
in Gloucester. Foote, as trustee, is the owner of the neighboring property, 19
Squam Rock Road, which is held in trust for the members of the Foote family (the
Footes). At one time, the two properties comprised a single lot owned by Lyman
Gale, an ancestor of both the Footes and the Gales. When Lyman Gale died in
1961, the property was divided into two lots. One lot was conveyed to Lyman
Gale's son Winsor Gale, and the other was conveyed to Lyman Gale's daughter
Priscilla Smith. Winsor Gale's lot is now owned by the Gales (Gale property), and
Smith's lot is held in trust for the benefit of the Footes (Foote property). At the time
the original lot was divided, a right of way was created over the Gale property onto
the Foote property.
The properties are located in an R-2 residential zoning district, and are situated on
the coastal peninsula of Annisquam, on Cape Ann, with ocean views of Ipswich Bay.
The Gale property is L-shaped, essentially surrounding the Foote property on two
sides, and contains a 3,000 square foot, two-story residential structure and a
smaller accessory structure. The Foote property contains a 1,000 square foot
seasonal cottage, with access from Squam Rock Road via the right of way over the
Gale property. The Foote property does not conform to the requirements of the
Gloucester zoning ordinance (ordinance) regarding lot area, side yard setback,
front yard setback, and rear yard setback. It is undisputed that these
nonconformities predate the enactment of the ordinance, rendering the Foote
cottage a pre-existing nonconforming structure.
In 2008, the Footes sought to replace the cottage with a larger year-round
residence. The plan for the new residence called for a 2,700 square foot, two -
bedroom structure that would exceed the bounds of the existing footprint. The new
residence was
Page 333
designed and situated on the lot to facilitate the access and residence of Anna
Foote, the eighty-seven year old matriarch of the Foote family.
To reconstruct the residential structure, George Foote petitioned the board for a
special permit pursuant to G. L. c. 40A, § 6, and a variance pursuant to § 2.4.5(d)
of the ordinance. Under the relevant portion of G. L. c. 40A, § 6, first par., inserted
by St. 1975, c. 808, § 3, a pre-existing nonconforming structure or use may be
changed, extended, or altered if it is not "substantially more detrimental" to the
character of the neighborhood than the original structure or use, as determined by
the local permit granting authority. Section 2.4.5(d) of the ordinance provides that
"unless authorized by a variance from the Board of Appeals ... , those portions of
the replacement structure that constitute an increase in the footprint of the original
structure [must] comply with all provisions of this ordinance, and in particular the
dimensional requirements of Section 3.2."
Following review of the proposed plan, the board granted the Footes a special
permit, finding that "even if there is an intensification of any nonconformities, the
house as reconstructed ... will not be substantially more detrimental to the
neighborhood than the existing nonconforming structure ...." As to the requested
variance, the board noted that "literal enforcement of the zoning ordinance would
result in personal and financial hardship for the Petitioner" due to the lot's
narrowness, steep grade, and scattered ledge outcroppings. It also noted that
these hardships do not generally affect other properties in the neighborhood and
that the proposed structure would be appropriate in its setting. The board
accordingly granted the requested variance from the requirements of the
ordinance.
Following the board's decision, the Gales appealed to Land Court, pursuant to G. L.
c. 40A, § 17, alleging that the variance was granted in error, as the soil conditions,
topography, and shape of the lot were not extraordinary, and because lot shape is
not a proper legal consideration in determining whether a variance should be
granted. The Gales also claimed that the decision was based on incorrect frontage
figures and misleading plans. The Footes responded, in part, by challenging the
Gales' standing to appeal the board's decision.
Page 334
On the Gales' motion for summary judgment, a judge of the Land Court affirmed
the board's decision. As to standing, the judge observed that the Gales, as
immediate abutters, enjoy a presumption of being persons aggrieved. He then
concluded that the Gales have a legal interest in the proceedings due to the right of
way over their property, which may "increase in year-round use, as well as
construction of the proposed structure, which may affect [the Gales'] enjoyment of
their land." The judge also noted the close proximity of the two residences, listing
as particular concerns the Gales' property value, the privacy and enjoyment of their
property, and their enjoyment of light and air, specifically their ocean views. Having
found standing on the part of the Gales, the judge held that a finding under G. L. c.
40A, § 6, would have been sufficient to allow reconstruction of the structure, and
that "as a matter of law, a variance was not required." In the alternative, the judge
determined that the variance was validly granted.
The Gales now appeal to this court, arguing that the judge erroneously concluded
both that a variance was not required, and that, if it were required, the variance
was properly granted. On appeal, the Footes again challenge the Gales' standing to
appeal. The board also filed a brief, maintaining that § 2.4.5(d) of the ordinance
was properly enacted, and that the city of Gloucester has the authority to require
certain variances under that section of the ordinance. The board also argues that
the variance was properly granted in this case. .[Note 3],
2. Discussion. We review a grant of summary judgment de novo, to determine
"whether, viewing the evidence in the light most favorable to the nonmoving party,
all material facts have been established and the moving party is entitled to a
judgment as a matter of law." District Attorney for the N. Dist. v. School Comm. of
Wayland, 455 Mass 561 , 566 (2009), quoting from Augat, Inc. v. Liberty Mut. Ins.
Co., 410 Mass. 117 , 120 (1991). In doing so, we "may consider any ground
supporting the judgment." Ibid., quoting from Augat, Inc. v. Liberty Mut. Ins. Co.,
supra.
Page 335
a. Standing. We begin our analysis by briefly addressing the issue of standing.
General Laws c. 40A, § 17, as amended through St. 2002, c. 393, § 2, provides
that "[a]ny person aggrieved by a decision of the [zoning] board of appeals .. .
may appeal to the land court department ... by bringing an action within twenty
days after the decision has been filed in the office of the city or town clerk." An
abutter to property on which another is allegedly acting in violation of a local by-
law or ordinance is presumed to be an "aggrieved" person with standing to contest
a claimed violation. G. L. c. 40A, § 11. See 81 Spooner Road, LLC v. Zoning Bd. of
Appeals of Brookline, 78 Mass. App. Ct. 233 , 241 (2010). The Gales fall into this
category; their presumptive standing must be effectively rebutted by evidence
offered by the Footes. See Marashlian v. Zoning Bd. of Appeals of Newburyport, 421
Mass. 719 , 721 (1996). "Once the presumption is rebutted, the burden rests with
the plaintiff to prove standing [i.e., aggrievement], which requires that the plaintiff
'establish -- by direct facts and not by speculative personal opinion -- that his
injury is special and different from the concerns of the rest of the community.' "
Standerwick v. Zoning Bd. of Appeals of Andover, 447 Mass. 20 , 33 (2006),
quoting from Barvenik v. Aldermen of Newton, 33 Mass. App. Ct. 129 , 132 (1992).
We agree with the judge's determination that the Gales have standing to appeal
under G. L. c. 40A, § 17. As the judge noted, due to the right of way over the Gale
property, the Footes' plan to construct a year-round residence would have a
particularized impact on the use of that right of way in the future, especially during
the construction phase of the new residence. See Marashlian v. Zoning Bd. of
Appeals of Newburyport, supra at 722 (abutter's concern of increased traffic and
reduced parking conferred standing); Bedford v. Trustees of Boston Univ., 25 Mass.
AP-P. Ct. 372 , 376-377 (1988) (same)..[Note 4].
b. Special permit. As noted, the board granted the Footes a
Page 336
special permit to reconstruct the residence on their property pursuant to G. L. c.
40A, § 6, first par., which provides in relevant part:
"Except as hereinafter provided, a zoning ordinance or by-law shall not apply to
structures or uses lawfully in existence or lawfully begun ... , but shall apply to
any change or substantial extension of such use, ... , to any reconstruction,
extension or structural change of such structure ... except where alteration,
reconstruction, extension or structural change to a single or two-family residential
structure does not increase the nonconforming nature of said structure. Pre-
existing nonconforming structures or uses may be extended or altered, provided,
that no such extension or alteration shall be permitted unless there is a finding by
the permit granting authority or by the special permit granting authority designated
by ordinance or by-law that such change, extension or alteration shall not be
substantially more detrimental than the existing nonconforming [structure or][
.[Note 5].] use to the neighborhood."
The permit in this case was granted following a determination by the board,
pursuant to the second sentence of the statute, that the new residence would not
be substantially more detrimental than the existing nonconforming structure to the
neighborhood. .[Note 6]. See Fitzsimonds v. Board of Appeals of Chatham, 21 Mass.
App. Ct. 53 , 56 (1985). The Gales do not challenge that finding, but instead argue
that the local requirement of seeking a variance pursuant to § 2.4.5(d) of the
ordinance, in addition to the G. L. c. 40A, § 6, finding, is not precluded by the
language of the statute. We disagree. In resolving this dispute, we are again called
on to interpret the "difficult and infelicitous" language of the first two sentences of
G. L. c. 40A, § 6, as they pertain to single or two-family residential structures.
Fitzsimonds v. Board of Appeals of
Page 337
Chatham, supra at 55. The Supreme Judicial Court, in the concurring opinion in
Bransford v. Zoning Bd. of Appeals of Edgartown, 444 Mass. 852 , 857-859 (2005)
(Greaney, J., concurring) (hereinafter Bransford), discussed the interpretive
framework set out by this court in Fitzsimonds, supra, and Willard v. Board of
Appeals of Orleans, 25 Mass. App. Ct. 15 , 21 (1987), and later applied in Goldhirsh
v. McNear, 32 Mass. App. Ct. 455 , 460 (1992), and Dial Away Co. v. Zoning Bd. of
Appeals of Auburn, 41 Mass. App. Ct. 165 , 170-171 (1996). That framework
provides that under the second "except" clause of the first paragraph of the statute,
as concerns single or two-family residential structures, the permit granting
authority must first "identify the particular respect or respects in which the existing
structure does not conform to the present by-law and then determine whether the
proposed alteration or addition would intensify the existing nonconformities or
result in additional ones. If the answer to that question is in the negative, the
applicant will be entitled to the issuance of a special permit." Bransford, supra at
858, quoting from Willard v. Board of Appeals of Orleans, supra at 21- 22. If the
answer is in the affirmative, a finding of no substantial detriment under the second
sentence is required. Ibid., quoting from Willard v. Board of Appeals of Orleans,
supra. .[Note 7]
This two-part framework does not include application of a local by-law or ordinance
as an additional step when proceeding to the no substantial detriment finding under
the second sentence. That finding stands alone as sufficient to proceed with the
proposed project, if the permit granting authority deems that no substantial
detriment will result from the extension or alteration. This conclusion is in keeping
with special treatment explicitly afforded to single or two-family residential
structures under the statute. Thus, we hold that the board's finding in this case was
all
Page 338
that was required; no variance under the ordinance was needed to proceed with the
proposed reconstruction. [Note 8]
The Gales' citation to Rockwood v, Snow Inn Corp., 409 Mass. 361 (1991), does not
change the result. The court in Rockwood noted: "Indeed, even as to a single or
two-family residence, structures to which the statute appears to give special
protection, the zoning ordinance or by-law applies to a reconstruction, extension, or
change that 'would intensify the existing nonconformities or result in additional
ones.' " Id. at 364, quoting from Willard v. Board of Appeals of Orleans, 25 Mass.
App. Ct. at 22..[Note 9]. Although the cited language would superficially seem to
require adherence to the ordinance in this case, Rockwood involved the granting of
a special permit under § 6 to a commercial structure. Therefore, the second except
clause of the statute was not relevant to the result reached, and the quoted
language is dicta outside the context of commercial cases. .[Note 10]. Further, the
concurring opinion in Bransford neither cited Rockwood for this proposition nor
included such a requirement in the framework it discussed. Bransford, supra at
858-859. Rather, as we have observed, Bransford holds that exterior alterations or
reconstructions of single or two-family residential structures that increase or
intensify any pre-existing nonconformities may be authorized by means of a finding
of no substantial detriment under the second sentence of the first paragraph of § 6.
Ibid.
Judgment affirmed.
FOOTNOTES
,[Note 1] Henry Ware Gale, Peter Peabody Gale, Benjamin Winsor Gale, and Emily Anne
Gale.
,[Note 2]. George B. Foote, Jr., trustee of the 1988 revocable trust indenture of Anna
Putnam Foote.
.[Note 3]. The board did not file an appeal in this case, but nevertheless filed a brief. At
oral argument, the panel allowed the board to present its arguments on appeal despite
this procedural deficiency.
.[Note 4]. In reaching our conclusion, we note that the Supreme Judicial Court's recent
decision in Kenner v. Zoning Bd. of Appeals of Chatham, 459 Mass. 115 (2011), is not
to the contrary. In that case, the court held that the plaintiffs did not have standing
because they had failed to show that the increased height of a proposed new
neighboring house would have more than "a de minimis impact on the [plaintiffs'] view
of the ocean." Id. at 123. Here, although the judge did rely, in part, on the Gales'
claim of a loss of air and light, our decision is based on other factors, and we need not
address the issue of lost ocean views.
.[Note 51. See Willard v. Board of Appeals of Orleans, 25 Mass. App. Ct. 15 , 21 (1987)
(supplying necessary words to language of statute).
,[Note 6] It is undisputed that the proposed reconstruction would either increase the
existing nonconformities or cause new nonconformities.
[Note 7] The concurrence in Bransford discussed this framework in the context of a
case involving a proposed reconstruction of a nonconforming single-family residence
that conformed to all the dimensional requirements of the local by-law except lot size.
The primary issue raised was whether the proposed reconstruction could increase the
nonconforming nature of the structure due to its location on an undersized lot.
Bransford, supra at 859. The question was answered by the concurrence in the
affirmative. Ibid. Thereafter, a majority of the court in Bjorklund v. Zoning Bd. of
Appeals of Norwell, 450 Mass. 357 , 358 (2008), adopted the reasoning and result
reached by the concurrence in Bransford.
,[Note 8] Because the judge correctly concluded that the variance was unnecessary, so
much of the board's decision as purported to grant it was a nullity. We accordingly
express no view on the judge's comment regarding the grounds justifying the variance
itself.
,[Note 91 Although the court cited Willard, that case did not hold that a local ordinance
or by-law applies to a reconstruction, extension, or change to a single or two-family
residential structure subject to a no substantial detriment finding. Rather, the quoted
language is taken from text establishing the interpretive framework later adopted in
Bransford, supra at 858-859.
.[Note 10]. Likewise, those cases "indicat[ing] that nonconforming uses may be
changed or substantially extended only where the local ordinance or by-law specifically
authorizes those practices" are inapposite. Titcomb v. Board of Appeals of Sandwich,
64 Mass. App. Ct. 725 , 729 (2005), quoting from Bobrowski, Handbook of
Massachusetts Planning Law § 6.04[A] (2d ed. 2002). Although § 6 concerns both
structures and uses, the analyses involving the two are necessarily separate and
distinct. See Willard v. Board of Appeals of Orleans, supra at 21 n.9.
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