Picard v. Zoning Board of Appeals of Westminster , 474 Mass. 570 ( 2016 )


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    SJC-11991
    MAURICE PICARD, personal representative,1 vs. ZONING BOARD OF
    APPEALS OF WESTMINSTER & another.2
    Worcester.     February 9, 2016. - June 17, 2016.
    Present:   Gants, C.J., Spina, Cordy, Botsford, Duffly, Lenk,
    & Hines, JJ.
    Zoning, Person aggrieved. Practice, Civil, Standing.    Easement.
    Real Property, Easement, Beach. Beach.
    Civil action commenced in the Superior Court Department on
    August 23, 2011.
    The case was heard by Robert B. Gordon, J.
    After review by the Appeals Court, the Supreme Judicial
    Court granted leave to obtain further appellate review.
    Thomas M. Bovenzi for 3333, Inc.
    Peter A. CampoBasso for the plaintiff.
    CORDY, J.    Is a claimed injury to a private easement right
    sufficient to confer standing to challenge a zoning
    1
    Of the estate of Colleen N. Picard.
    2
    3333, Inc.
    2
    determination made by a zoning board of appeals?   In the
    circumstances of this case, we conclude that it is not.      Maurice
    Picard, as the personal representative of his wife's estate,
    commenced this action in the Superior Court after the zoning
    board of appeals of Westminster (zoning board) upheld the
    building commissioner's determination that property abutting
    his, owned by the defendant, 3333, Inc., enjoyed grandfathered
    status under the Westminster zoning by-law.   After a bench
    trial, a judge in the Superior Court dismissed Picard's
    complaint for lack of standing.   The Appeals Court, in an
    unpublished decision pursuant to its rule 1:28, reversed the
    judgment as to standing and concluded that the property in
    question did not enjoy grandfathered status under the
    Westminster zoning by-law.   Picard v. Zoning Bd. of Appeals of
    Westminster, 
    87 Mass. App. Ct. 1125
    (2015).   We granted further
    appellate review, limited to the standing issue.   We affirm the
    judgment of the Superior Court.
    Background.    The trial judge found the following facts,
    which we occasionally supplement with undisputed facts from the
    record.   See Wendy's Old Fashioned Hamburgers of N.Y., Inc. v.
    Board of Appeal of Billerica, 
    454 Mass. 374
    , 383 (2009) (on
    appellate review, judge's factual findings will not be set aside
    unless clearly erroneous or unless there is no evidence to
    support them).   Picard is the owner and occupant of certain
    3
    property on Laurie Lane in Westminster (town).    Picard's
    property is identified as lots 34 and 43 on a plan referred to
    by the judge as the "Laurie Lane Plan."    The deed that conveyed
    the property to Picard's late spouse also contained within it
    "the right to use in common with others a certain area located
    on Laurie Lane and designated as beach areas [sic] on [the
    Laurie Lane Plan]."    The judge specifically found that the right
    to use the "beach areas" was intended to afford residents of the
    neighborhood passage to Wyman Pond.3
    3333, Inc., owns the parcel of land identified on the
    Laurie Lane Plan as the "beach area" (locus).4   The locus has
    32,500 square feet of area and 101.51 feet of frontage on Laurie
    Lane.    Under the Westminster zoning by-law, which was adopted in
    1974 and amended in 1978, the minimum buildable area is 50,000
    feet and the minimum frontage is 150 feet.    The locus is heavily
    wooded5 and slopes downhill from the road about twenty-five feet
    to the water but provides the intended access to Wyman Pond.
    Picard's property abuts the locus across Laurie Lane, but Picard
    3
    We note, however, that the right to use   the designated
    area is not expressly limited to access to the   pond. Moreover,
    the plan itself suggests that the "beach area"   is the entire
    locus, not merely a portion of it close to the   pond.
    4
    The parties do not dispute that the "beach area"
    identified on the plan and the "beach areas" mentioned in the
    deed are one and the same.
    5
    There was unchallenged testimony that a person could walk
    on only about ten per cent of the locus due to the heavy woods.
    4
    is unable to view the beach from his house.     In connection with
    the right of access granted in his deed, Picard and his family
    have occasionally used the locus for purposes such as
    picnicking, ice skating, and boating.
    Peter Normandin, the president of 3333, Inc., plans to
    build a residence on the locus.     At trial, he testified that he
    did not wish to impair access to the pond and that he planned to
    clear some of the land and move the beach to a different
    location on the locus.     This location would provide a larger
    beach and afford better access to Wyman Pond.     The trial judge
    credited this testimony.
    In order to construct the residence, Normandin applied for
    a building permit.   The town building commissioner determined
    that the locus had grandfathered status as a nonconforming lot
    under G. L. c. 40A, § 6.6    Picard's decedent applied for a
    hearing before the zoning board.     The zoning board held a public
    hearing, after which it upheld the building commissioner's
    determination.7   This action for judicial review pursuant to
    6
    It appears that the building commissioner did not in fact
    issue a building permit, but only determined that one could
    issue consistent with the zoning by-law.
    7
    Two of the three members of the zoning board of appeals of
    Westminster voted to overturn the building commissioner's
    determination. This was insufficient because G. L. c. 40A,
    § 15, requires "[t]he concurring vote of all members of the
    board of appeals consisting of three members . . . to reverse
    any order or decision of any administrative official under this
    5
    G. L. c. 40A, § 17, ensued.   The trial judge determined that
    Picard had not demonstrated that the construction proposed by
    3333, Inc., would cause him any injury within the scope of
    concern of the Zoning Act and that he therefore lacked standing.8
    Discussion.    The fundamental legal principles governing the
    jurisdictional requirement of standing in zoning appeals are
    well established:
    "Under the Zoning Act, G. L. c. 40A, only a 'person
    aggrieved' has standing to challenge a decision of a zoning
    board of appeals. G. L. c. 40A, § 17. See Barvenik v.
    Aldermen of Newton, 
    33 Mass. App. Ct. 129
    , 131 (1992)
    (status as 'person aggrieved' is jurisdictional
    prerequisite to maintaining action under G. L. c. 40A,
    § 17). See generally M. Bobrowski, Massachusetts Land Use
    and Planning Law § 11.03[A], at 343-353 (3d ed. 2011). A
    'person aggrieved' is one who 'suffers some infringement of
    his legal rights.' [Marashlian v. Zoning Bd. of Appeals of
    Newburyport, 
    421 Mass. 719
    , 721 (1996)], citing Circle
    Lounge & Grille, Inc. v. Board of Appeal of Boston, 
    324 Mass. 427
    , 430 (1949). Of particular importance, the right
    or interest asserted by a plaintiff claiming aggrievement
    must be one that the Zoning Act is intended to protect,
    either explicitly or implicitly. See Kenner v. Zoning Bd.
    of Appeals of Chatham, 
    459 Mass. 115
    , 120 (2011) . . . ;
    [Standerwick v. Zoning Bd. of Appeals of Andover, 
    447 Mass. 20
    , 27-28 (2006)]. . . . . We do not define aggrievement
    narrowly, see 
    Marashlian, supra
    , but we have stated that
    '[a]ggrievement requires a showing of more than minimal or
    slightly appreciable harm.' 
    Kenner, supra
    at 121, and
    cases cited." (Footnote omitted.)
    chapter."
    8
    Despite ruling that Picard lacked standing, the trial
    judge went on to consider the merits of his claim that the locus
    was not entitled to grandfathered status under G. L. c. 40A, §
    6, apparently to obviate the need for a new trial should the
    standing determination be reversed on appeal. Due to our
    disposition of the standing issue, we need not reach the merits.
    6
    81 Spooner Road, LLC v. Zoning Bd. of Appeals of Brookline, 
    461 Mass. 692
    , 700 (2012).   "The adverse effect on a plaintiff must
    be substantial enough to constitute actual aggrievement such
    that there can be no question that the plaintiff should be
    afforded the opportunity to seek a remedy. . . .      Put slightly
    differently, the analysis is whether the plaintiffs have put
    forth credible evidence to show that they will be injured or
    harmed by proposed changes to an abutting property, not whether
    they simply will be 'impacted' by such changes."      Kenner v.
    Zoning Bd. of Appeals of Chatham, 
    459 Mass. 115
    , 122 (2011).
    A plaintiff who is an abutter to the property in question
    enjoys a presumption that he or she is a "person aggrieved."         81
    Spooner Road, 
    LLC, 461 Mass. at 700
    .     The defendant, however,
    can rebut the presumption "by showing that, as a matter of law,
    the claims of aggrievement raised by an abutter, either in the
    complaint or during discovery, are not interests that the Zoning
    Act is intended to protect."     
    Id. at 702.
      Alternatively, the
    defendant can rebut the presumption "by coming forward with
    credible affirmative evidence that refutes the presumption,"
    that is, evidence that "'warrant[s] a finding contrary to the
    presumed fact' of aggrievement," or by showing that the
    plaintiff has no reasonable expectation of proving a cognizable
    harm.   
    Id., quoting Marinelli
    v. Board of Appeals of Stoughton,
    
    440 Mass. 255
    , 258 (2003).     Once the presumption is rebutted,
    7
    the plaintiff "must prove standing by putting forth credible
    evidence to substantiate the allegations."     81 Spooner Road,
    
    LLC, supra
    at 701, and cases cited.    The plaintiff must
    "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" (citation omitted).
    Standerwick v. Zoning Bd. of Appeals of Andover, 
    447 Mass. 20
    ,
    33 (2006).    "At that juncture, the jurisdictional issue of
    standing will be decided on the basis of all the evidence, with
    no benefit to the plaintiff from the presumption of
    aggrievement. . . .     'Standing essentially becomes a question of
    fact for the judge.'"     81 Spooner Road, 
    LLC, supra
    , quoting
    
    Kenner, 459 Mass. at 119
    .     "The judge's ultimate findings on
    this issue will not be overturned unless shown to be clearly
    erroneous."    
    Kenner, supra
    .
    The parties agree that Picard, as an abutter to the locus,
    is presumed to be a "person aggrieved."     However, 3333, Inc.,
    successfully rebutted this presumption by showing that Picard's
    claims of aggrievement are not within the interests protected by
    the applicable zoning scheme.     "The primary purpose of zoning
    with reference to land use is the preservation in the public
    interest of certain neighborhoods against uses which are
    believed to be deleterious to such neighborhoods."     Circle
    Lounge & Grille, Inc. v. Board of Appeal of Boston, 
    324 Mass. 8
    427, 431 (1949).    Picard did not claim that constructing a
    residence on the locus would be deleterious in any respect
    related to typical zoning concerns, for example, density,
    traffic, parking availability, or noise.     Cf. Marashlian v.
    Zoning Bd. of Appeals of Newburyport, 
    421 Mass. 719
    , 722 (1996);
    Bedford v. Trustees of Boston Univ., 
    25 Mass. App. Ct. 372
    , 377
    (1988).   Nor did he claim standing based on any injury related
    to the merits of his zoning challenge, that is, the locus's
    status as a grandfathered nonconforming lot or its insufficient
    area or frontage.     Rather, Picard claimed that the proposed
    construction would interfere with his use of the locus for
    access to the pond.    The evidence showed that the deed conveying
    Picard's property to his decedent also conveyed the right to use
    the locus, in common with others, while title to the locus
    itself remained in another private party.     That is, the deed
    conveyed an easement in the locus.    See, e.g., Commercial Wharf
    East Condominium Ass'n v. Waterfront Parking Corp., 
    407 Mass. 123
    , 133 (1990) ("An easement is an interest in land which
    grants to one person the right to use or enjoy land owned by
    another").
    Although the easement is not expressly limited to using the
    locus for any particular purpose, Picard testified that he did
    9
    in fact use the locus to access the pond for recreation.9     He
    also testified to his belief that the proposed construction
    would interfere with his access to the pond and that it would
    lead to conflict between people living on the locus and people
    trying to use the pond.   As the judge found, these injuries to
    Picard's private easement rights are not within the scope of
    concern of the Zoning Act.
    Moreover, the judge found that Picard's concerns that the
    construction would interfere with his access to the pond were
    speculative and unsubstantiated.   The record supports this
    finding.   Picard offered only his own opinion that a building
    would block access to the pond.    This was unsupported by any
    specific construction plans or other evidence, and the trial
    judge permissibly regarded it as conjecture, personal opinion,
    and hypothesis.   See, e.g., New England Canteen Serv. v. Ashley,
    
    372 Mass. 671
    , 675 (1977) ("it is the trial judge who, by virtue
    of his firsthand view of the presentation of evidence, is in the
    9
    Picard points out that, under the terms of the deed, he
    was entitled to use the entire locus, that is, that his right to
    use the locus was not limited to accessing the pond. We assume
    that this is the case. Nonetheless, it appears that Picard
    actually used the locus only for pond access, as Picard did not
    testify that he used it in any other way. Some of the
    activities identified by Picard clearly entailed use of the
    pond, such as swimming, boating, and ice skating. Picard also
    testified that he and his family "occasionally had a picnic down
    there." The judge could reasonably infer that this referred to
    the beach, which is downhill from the heavily wooded area of the
    locus.
    10
    best position to judge the weight and credibility of the
    evidence").   In addition, Normandin testified, without
    contradiction, that he did not intend to interfere with access
    to the pond, but rather to improve access to it.   The judge was
    entitled to, and did, credit this testimony.   Thus, even if the
    claimed injury to Picard's access to the pond were within the
    scope of concern of the Zoning Act, Picard failed to demonstrate
    by credible evidence that he would suffer "more than minimal or
    slightly appreciable harm."   
    Kenner, 459 Mass. at 121
    .    On this
    record, the judge properly concluded that Picard was not a
    "person aggrieved" and that he lacked standing to bring this
    zoning challenge.10
    The judgment of the Superior Court dismissing the
    plaintiff's complaint for lack of standing is affirmed.
    So ordered.
    10
    Although Picard lacks standing under the Zoning Act,
    nothing we say here deprives him of his right to pursue a remedy
    at common law for any actual harm to his easement rights.