LAW.coLAW.co

Stephen L. Bertrand & another vs. Board of Appeals of Bourne & another

Massachusetts Appeals Court2003-06-24No. No. 01-P-1477
58 Mass. App. Ct. 912

Summary

Holding. The judgment upholding the variance was reversed, and the board's decision granting the variance was vacated. The neighbors possessed standing to challenge the variance, and the board lacked lawful justification for its grant.

Joseph Gibbons owned two adjacent vacant lots, each roughly 20,000 square feet, that were buildable when purchased in 1971. After Bourne raised the minimum lot size to 40,000 square feet in 1986, Gibbons obtained a variance in 1999 to build one house on each lot. Neighboring property owners challenged the variance, but the Superior Court upheld it on the ground that the neighbors lacked standing to appeal, finding their concerns about noise, light, privacy, and septic system impacts too speculative and personal rather than tied to property value loss.

The appellate court reversed, holding that the neighbors had valid standing. Their objections directly related to the zoning regulation's density objectives and were grounded in concrete concerns about the incremental impact of two houses instead of one, not mere speculation. The court further found that the board had no lawful basis for granting the variance, since the board relied on financial hardship to Gibbons and the uniqueness of having two contiguous nonconforming lots—considerations that do not constitute valid grounds under zoning law. A variance requires that the hardship stem from soil conditions, shape, or topography; lot size alone does not qualify.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether abutting property owners have standing to appeal a variance when their concerns relate to density impacts rather than property value decrease
  • Whether financial hardship and lot size uniqueness constitute valid grounds for granting a zoning variance
  • What types of land characteristics qualify as proper bases for variance relief

Procedural posture

The Superior Court upheld a zoning variance; the plaintiffs appealed to the appellate court.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Since 1971, Joseph Gibbons has owned two contiguous vacant lots (locus), each consisting of approximately 20,000 square feet. At the time of purchase, both lots were of buildable dimensions. Thereafter, in 1986, Bourne increased the minimum square footage required for constructing a single family house in the applicable zoning district to 40,000 square feet. In 1999, Gibbons sought and obtained a variance from the board of appeals of Bourne (board), allowing two single family houses to be built on the locus (one on each lot). The plaintiffs, whose property abuts and is directly behind the locus, appealed to the Superior Court, pursuant to G. L. c. 40A, § 17. After a one-day trial, the judge upheld the grant of the variance on the ground that the plaintiffs lacked standing to challenge it. The judge reasoned that, although the plaintiffs were abutters and were therefore presumed to be aggrieved by the board’s decision, the presumption had been rebutted, because the plaintiffs’ concerns were too “personal” or “speculative” and were “not grounded in any actual or potential decrease in the value of their property.” Having decided the case on this basis, the judge did not address whether the criteria for granting a variance had been met. See G. L. c. 40A, § 10.

1. Standing. Whether characterized as a misapplication of the law, or as a “clearly erroneous” finding of fact, the judge’s decision cannot stand. Cf. Nickerson v. Zoning Bd. of Appeals of Raynham, 53 Mass. App. Ct. 680, 682 (2002). The plaintiffs’ objections to the variance were based upon the incremental impact upon their property of two houses being built directly behind them, rather than one. They articulated concerns about increased noise, increased artificial light, and decreased backyard privacy. In addition, because of problems they had experienced with their own septic system, they expressed concerns about the environmental implications of two nearby septic systems instead of one.

As confirmed by the testimony of the building inspector, the grounds for the plaintiffs’ objections related directly to the objectives of the density regulation at issue. Especially given the close quarters involved here, the plaintiffs’ concerns cannot reasonably be characterized as ill-founded or speculative. Accordingly, it was error for the judge to conclude that the plaintiffs lacked standing. See generally Marashlian v. Zoning Bd. of Appeals of Newburyport, 421 Mass. 719, 722-723 (1996).

2. The variance. There was no lawful justification for the grant of the variance. The board’s stated rationale was that the locus was the only instance in this subdivision of two contiguous, nonconforming lots; that a 40,000 square foot lot would be unusually large in the area; that Gibbons had paid taxes on two lots; and that he would suffer financial hardship unless the locus could be developed with two houses. However, unless the owner’s hardship relates to soil conditions, shape, or topography of the land, a variance cannot lawfully be granted. See, e.g., Tsagronis v. Board of Appeals of Wareham, 415 Mass. 329, 331-332 (1993). The size of a lot does not qualify as “shape of the land” grounds for the grant of a variance. Id. at 332 n.6.

3. Disposition. The judgment upholding the board’s decision granting the variance is reversed, and judgment shall be entered in the Superior Court vacating the board’s decision granting the variance.

Donald J Bertrand for the plaintiffs.

Matthew R. Tobin for Joseph Gibbons.

Robert S. Troy, for Board of Appeals of Bourne, submitted a brief.

So ordered.