HomeMy WebLinkAboutPlan History and Legal Analysis from M. Johnson - Correspondence - 327 SALEM STREET 4/26/2023 i
' JOHNSON& Marc B.Johnson(MA,Nx,nc)
BORNSTEIN,E LL Donald l . Borenstein(MA.ME,Nil)
ATTORNEYS AT LAW Patrick M.Groulx(MA,NH)
Ked M. Ar►nstrong(MA,NH)
12 Chestnut Street Gordon T,Glass(MH,MA)
Andover,MA €}18!0-3706 Andrew T. Lechner(VT,MA,NI I)
Tel: 978-475-4488
Fax: 978-475-6703 OPCounsel
www.jbllclaw.com Robert W.Lavoie(MA,NH)
mark@jbllclaw.com
Paralegals
Karen L. Bassell
Lianne Patenaude
Ellen M, Melvin
Tina M. Wilson
April 26, 2023
Via Emai
l—fGrrttershy@rrol'N1af✓!dOVef•rrra.gov
And Hand Delivered
Zoning Board of Appeals
c/o Jennifer Battersby, Department Assistant
120 Main Street
North Andover, MA 01845
Re: 335 Salem Street--Lynn McLoughlin and John McLoughlin
Plan History and Le al Analysis Concerning Zoning Bylaw Interpretation
Chair Jacobs and Board Members,
As you are aware, I represent Lynn McLoughlin and John McLoughlin in connection with their
finding and variance applications(collectively, the "Application") relating to their property
known and numbered as 335 Salem Street(the "Property"), which Application is currently
pending before the Board. I write this letter to address certain questions which arose at the April
11, 2023,public hearing concerning the Application. The first question concerned the history of
Form A plans relating to the Property, and the second question concerned the distinction between
the use of the words"and" and "or" in a zoning bylaw,
Plan Histot
Both the Property and the adjacent 327 Salem Street were originally pact of one lot owned by
Mr. McLoughlin's mother, Caroline, On November 2, 1981, a Form A application was submitted
to the Planning Board stating that the two lots have the required frontage on a public way and
the required area in accordance with the zoning by/am On November 11, 1981,the Planning
Board endorsed the Form A plan creating the two lots. See Exhibit 1. Caroline McLoughlin
subsequently combined the two lots pursuant to another Form A application dated November 3, '
1983, in which she stated: It originally was a single lot. I had it subdivided and proved by the
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Zoning Board of Appeals
c/o Jennifer Battersby,Department Assistant
April 26, 2023
Page 2
planning board but did not submit the plan to the Registi y of Deeds because I decided against
building and for tax purposes, 1 wish it to remain a single lot. See Exhibit 2.
Legal Analysis
The following provides an analysis of the relevant legal principles concerning interpretation of
zoning bylaws.
I. Zoning Bylaws are Interpreted Under General Rules of Statutory Interpretation
When a zoning board interprets its own zoning bylaw, it should follow the same generally
established rules of statutory/legislative interpretation applied to state or federal laws. See St ller
v. Zoning Bd. of Appeals of L nnfield, 487 Mass. 588, 597 (2021) (stating that interpretation of
municipal law should "adher[c) to the traditional canons of statutory construction"); Deadrick v.
Zoning Bd. of Appeals of Chatham, 85 Mass. App, Ct. 539, 545 (2014) (determining principles
of statutory construction apply to interpretation of zoning bylaws); Plainville Asphalt Corp. v.
Town of Plainville, 83 Mass. App. Ct. 710, 712 (2013) (providing, "When interpreting bylaws,
we resort to familiar rules of statutory construction").
As such, while the majority of this letter will reference the interpretation of statutes, rather than
the interpretation of local bylaws, the principles discussed herein must be followed by zoning
boards interpreting zoning bylaws.
IT. Statutory/Bylaw Interpretation: "And" vs. "Or"
A. General Principles
Importantly, the Supreme Judicial Court of the Commonwealth of Massachusetts (the "SJC") has
expressly determined that, when interpreting statutes, conflation of the "disjunctive `or"' and the
"conjunctive `and"' is "something for which there is no basis or logic". Commonwealth v.
Rotonda, 434 Mass. 211, 218 (2001); see also Commonwealth v. Dube, 59 Mass. App. Ct. 476,
485 (2003). Emphasis added.
To wit, in the Rotonda case, the SJC explicitly and absolutely disavowed a statutory
interpretation that would "convert the disjunctive `or' into the conjunctive `and"'as baseless and
illogical. Rotonda, 434 Mass. at 218. It logically follows that the SJC likewise considers
statutory/bylaw interpretation that converts the conjunctive "and" into the disjunctive "or"to be
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Zoning Board of Appeals
c/o Jennifer Battersby, Department Assistant
April 26, 2023
Page 3
without basis or logic. The underlying rationale for the SJC's determination is difficult to argue
against: interpreting "and"to mean "or", or vice versa,when applying federal, state, or local
legislation, can fundamentall.�alter the plain, intended meaning of the legislation.
Indeed, the instant case provides a perfect example. In the resent context it is c p P p p un ontrover•ted
that interpretation of the term"and", as used in § 7.1(A) of the Town's Zoning Bylaw, to mean
"or"would result in a wholly different application of the Zoning Bylaw from leaving"and"to
simply imply its ordinary conjunctive meaning (i.e., the result would be the exclusion from the
"contiguous buildable area"definition land within wetlands resource area identified under either
the local Wetlands Protection Bylaw or the Massachusetts Wetlands Protection Act, rather than
land within wetlands resource area identified under both pieces of legislation). See § 3(o)(1) of
the Massachusetts General Court's Legislative Research and Drafting Manual„(providing,"
`And' means all of a list of items,"). See Exhibit 3.
B. A Familiar Example
The Massachusetts Appeals Court has, on at least one occasion, directly applied the distinction
between the disjunctive"or"and the conjunctive "and" in the zoning interpretation context. See
Kirkwood v. Board of Appeals, 17 Mass. App. Ct, 423, 427-28 (1984) (holding, "Since the
requirements for the grant of a variance are conjunctive, not disjunctive, a failure to establish
any one of them is fatal" (i.e., a Zoning Board of Appeals may only grant a variance where it
"specifically finds [a] that owing to circumstances relating to the soil conditions, shape, or
topography of such land . . . and especially affecting such land . . , but not affecting generally the
zoning district in which it is located, [b] a literal enforcement of the provisions of the ordinance
or by-law would involve substantial hardship, financial or otherwise, to the petitioner or
appellant, and [c] that desirable relief may be granted without substantial detriment to the public
good and without nullifying or substantially derogating from the intent or purpose of such
ordinance or by-law")). Emphasis added.
IIL Statutory/Bylaw Interpretation: Plain and Unambiguous Language
As discussed in Section II of this letter, under standard principles of statutory interpretation, the
usage of"and" as a connector is plainly and unambiguously conjunctive, not disjunctive. See
Commonwealth v. Trefry, 89 Mass. App. Ct. 568, 570 (2016) (finding the legislative use of"or",
not"and", to signify the disjunctive); Commonwealth v. Rodriguez, 83 Mass, App. Ct, 267,270-
71 (2013) (finding the legislative use of"and"to be conjunctive, and the use of"or" to be
disjunctive); § 2(A)(5)(b) of the Massachusetts General Court's Legislative Research and
Zoning Board of Appeals
c/o Jennifer Battersby, Department Assistant
April 26, 2023
Page 4
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Drafting Manual (emphasizing, "Use a single `or' to indicate the disjunctive and,a single `and' to
indicate the conjunctive"), Indeed, I have herein cited supporting precedent for the conjunctive
nature of"and" from both the SJC and the Massachusetts Appeals Court, as well as harmonious
and consistent legislative drafting guidance from the Massachusetts Legislature.
Importantly, where language of legislation is plain and unambiguous, it must be"enforce[d] . . .
according to its plain wording". Plainville Asphalt Corp., 83 Mass, App. Ct. at 713. As such,
should the Zoning Board conflate the conjunctive "and", as used in § 7.1(A) of the Zoning
Bylaw, with the disjunctive"or", such an interpretation of the Zoning Bylaw would disregard the
relevant legal authority concerning: 1) the plain and unambiguous distinction between the
disjunctive "or"and the conjunctive"and"; and 2) interpretation of plain and unambiguous
language employed within zoning bylaws. See Bynes v. School Comm, of Boston,411 Mass.
264, 268 (1991) (internal citations omitted) (emphasis added), (concluding, "`It is elementary
that the meaning of a statute must, in the first instance, be sought in the language in which the
act is framed, and if that is plain, . . . the sole function"of the authority charged with interpreting
and enforcing the law"is to enforce it according to its terms"); see also Osborne-Trussell v.
Children's Hos . CDT .,488 Mass. 248, 254 (2021) (reiterating, "If the statutory language is
clear, `courts must give effect to its plain and ordinary meaning and . . . need not look beyond the
words of the statute itself' ).
Again, the underlying rationale for the Courts' determination concerning plain meaning
interpretation of zoning bylaws is difficult to dispute. Where plain and unambiguous legislation
has been promulgated; 1) the plain language of the legislation should not be disregarded in favor
of an uncertain speculative process concerning the intent of the drafters—instead, it should be
assumed the drafters used plain and unambiguous language because it reflected their intent;and
2) members of the affected community—in this case, the citizens of North Andover---should be
able to rely on the plain language of the legislation, rather than conducting their affairs in a state
of uncertainty. See Plymouth Retirement Board v. Contributory Retirement Appeal Board,483
Mass. 600, 604 (2019) (holding, "When conducting statutory interpretation, this court strives `to
effectuate' the Legislature's intent by looking first to the statute's plain language"); Thurdin v.
SEI Boston, LLC, 452 Mass. 436, 444 (2008) (providing, "Ordinarily, where the language of
statute is plain and unambiguous, it is conclusive as to legislative intent").
IV. Statutory/Bylaw Interpretation, Internal Consistency of a Statutory Scheme
Zoning Board of Appeals
C/o Jennifer Battersby, Department Assistant
April 26, 2023
Page 5
Lastly, in addition to a plain language analysis, `f cjourts must look to the statutory scheme as a
whole,' so as `to produce an internal consistency' within the statute". Plymouth Retirement
Board, 483 Mass. at 605 (internal citations omitted),
Importantly, an interpretation of the"and" in § 7.1(A) of the Zoning Bylaw to instead mean"or"
would prevent inclusion of any land within I00-foot "buffer zone" in"buildable area"
calculations though certain of the buffer can be built upon. The"No-Build Zone"established
under the Town's Wetlands Protection Regulations is 75-foot"buffer zone" from ephemeral
pools, with the remainder of the"No-Build Zone" comprising 50-foot"buffer zone". See
Wetlands Protection Regulations, § 2. As such, under the Wetlands Protection Bylaw and
Regulations, between 50 and 100 feet of the I00-foot"buffer zone" is considered"buildable
area", contrary to an interpretation of§ 7.1(A) of the Zoning Bylaw which excludes the entirety
of I00-foot"buffer zone"from being considered "buildable area". See Wetlands Protection
Bylaw, § 6(A)(2).
The Zoning Bylaw should be interpreted to avoid such an improper internal inconsistency within
the Town's legislative scheme, which can be accomplished by interpreting the term "and" in §
7.1(A) of the Zoning Bylaw according to its plain and unambiguous conjunctive meaning. In
other words,the wetlands-oriented Conservation Commission's express determination
concerning the existence of"buildable area" within wetlands "buffer zone" should not be undone
by the non-wetlands-oriented Zoning Board. See Plainville Asphalt Corp,, 83 Mass. App, Ct. at
713 (holding,"The town's legislative body is presumed to be aware of existing bylaws when it
amends or enacts a new one. As a reviewing court, we are guided by the corollary principle that
statutes or bylaws dealing with the same subject should be interpreted harmoniously to effectuate
a consistent body of law"),
V. Conclusion
In conclusion, the Board should refrain from interpreting the conjunctive connector"and",
located in § 7.1(A) of the Zoning Bylaw, to envelop the disjunctive import of the connector or
thereby excluding land within I00-foot"buffer zone" from the minimum"contiguous buildable
area"calculation required under the Zoning Bylaw, as such an interpretation of the Zoning
Bylaw would be inconsistent with established legal principles of zoning bylaw interpretation
concerning: 1) the distinction between the disjunctive"or" and the conjunctive"and"; 2)
interpretation of plain and unambiguous statutory language; and 3) internal consistency of
statutory schemes.
Zoning Board of Appeals
c/o Jennifer Battersby, Department Assistant
April 26, 2023
Page 6
In short, a zoning,bylaw that is not ambiguous, such as the TowD's Zoning Bylaw, should be
interpreted and applied according to its plain meaning, in harmony with other town laws. The
residents of North Andover should be able to rely upon the plain words in the Zoning Bylaw.
Should the Board have any questions concerning the information contained within this letter, I
would be happy to provide additional information or documentation. Thank you for your
attention to this matter,
Very truly yours,
JOHNSON & BORENSTEEN, LLC
rJohn McLoughlin via entail
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4?YL7C1 UU,'1 FOR
D IF.y 11oP TO L,P"�VIfi S /r:r.G AL� U
Nove111bgr 2 r r z
Fo tho P1inning Hoard of the Torn of North Andover:
Thu unlorri nud xfcheo to record the Ft
ecornanying plan and requeets a oh q
by raid Board the{ z,�proval by it under the Subdivision Control Law
Tile underai ned baliovee that wuoh approval is not required for tha
i, The division of land shown on the aoaompanying plan D not a ou,F ,.
bsoause every lot shown thereon has the amount of frontage rem*,
a^
)forth.Andovar Zoning BY—Law and is on a publio ways ti3melya 1
or a private w�jr� nemeiy�
being land bounded asollowai
4 NORTH_.:—SALUi.-STEEGT �
EAST—�AI.Lht.STET _
SOUTH - LAND OF HENNESSEY
WEST - LA14D OF CAVALLARO & MG ~
P. 7'ho division of land-shown on r,h.
the following reasons:
The iota have the
.required area in accords. , ..
3. Title reference 1Iorth
"ertificato of Title tle if
Received by Totrn Cier1 f
Rats:
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Time: r a
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tA14 and address;xf not thMo
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Town ;clerk:
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_�_ --- APPLICATION .FOR ENDORSEMENT OF PLAN '!cR
BELIEVED NOT TO REQUIRE APPROVAL ��OV A 4 23 P"
19 S3
To the -;Planning board of. the Town
North An doveri
The uhd:ersignod „ris.hes .to record the accompanying plan and requests a
„ determ?;nat9on" by said Board that approval by it under the Subdivision
pntro.7'� aw;'i>5 -not-;requi.red. The undersigned believes that such approval
is .not :regs�I red fo,r the f¢11.owing reasons
The :division ofIand shown 6n the accompanying plan is not a sub-
dlyisson because ,every lut' s.hown thereon has the amount of frontage
reqd:ired 6y the °North AndoVee' Zoning By Law :and is on a public way,
nanEeaY�, , or .a .private way, namely.
being , l,and bounded as follows :
2 The d� .1s�on of land shaven on the accompanying plan
is not a 'sub-
li7vlsi;ol� for the; f6ll,0w7ng reasonsC
07'a lC-� c arm '�/ cP�c �c a Ce aP cz ado TG �w-
3 ry.t7e reference North ''Essek Deeds , B,a.ak /C> Page 2 S or
Certlfjcate `of T.I;tle N.o, Registration Book ;
rl Pale
Applicant 's S� gnaiure; Owner' s signature and address if not
t-he ap:pl � cant,
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MASSACHUSETTS GENERAL COURT
LEGISLATIVE RESEARCH AND DRAFTING MANUAL
Fifth Edition
2010
Counsel to the Senate Counsel to the House of
Representatives
State House, Room 200 State House, Room 139
Boston, MA 02133 Boston, MA 02133
(617) 722-1470 (617) 722-2360
February 2010
Dear Legislative Drafter:
The House and Senate Counsel have prepared this manual to help legislative lawyers and other
staff who are drafting or reviewing bills for the Massachusetts General Court. We hope you will
find it useful.
Its purpose is to promote uniformity in drafting style, and to matte the resulting statutes clear,
simple and easy to understand and use. This manual is not a substitute for advice and drafting
assistance from the House and Senate Counsel. Rather, we hope it will encourage you to call or
visit our offices for further help.
We welcome any corrections,suggestions for improvement and other comments.
Sincerely,
Alice E. Moore David Namet
Counsel to the Senate Acting Counsel to the House
Table of Contents
Prologue........................................................6
Part l- Legislative Research, Summary and Analysis.......6
A. Legislative Research.......................................6
`
'
D. Bill Examples...........................................l7
L Sick Leave Bank.....................................l7
2. Validating Actions u1,�unouovvu D�cdoou�...l8
' �T '
l Br ..--...,...........l8
4. ludi/k<iuu\ Civil Service Exemptions.........l8
5. Gooerul Laws.................... ....................l9
6.Resolves- ...........................................2O
9a, ]' (Jramozndcul Issues........... .................22
A. Grammar.............................................22
LNuoohoc ............................................22
2. Gender Neutral Drafting...... ......................22 �
l Capital Letters....................................23
4. Spelling of Particular Wnrdo.....------..25
5. Punctuation............................................%5
8. Sbnole Language ..................................%6
C. Use of Particular Words........................27
--�� l. "And"and °or`......................—...........27
2. "Sn]d" and "such.....................................27
3. "ShuU"and
°may`..................................28
4. "Which"and "that.................. . ..............28
l Avoid "the provisionsof`...............20
0. Use of the phrase"of the General Luvv "..—.28
D. Particular Provisions.............................28
L Statutes in the (]eoe,u| Laws......................20
2. Trunokiou...........—.---.....--..,.29
3. Effect vn present relationships...----.-29 �
} �
4. OuvecxhilKv................ .......... ............20 �
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heretofore before this........—takes effect
in accordance with under
in the event that if
In ,the interest of for
is authorized and directed shall
is authorized to may
is directed shall
is entitled (in the sense of has the is called
name)
it is the duty shall
it shall be lawful to may
law passed enacted
occasion (as a verb) cause
or, in the alternative or
party of the first part (the party's name)
per annum per year
per centum per cent
prosecute its business carry on its business
provision of law law
pursuant to under
render give
said, same, such the, this, that, these, those
shall be deemed to be is or shall be
subsequent to after
successfully completes or passes completes,or passes
suffer(in the sense of permit) permit
to the effect that that
until such time as until
with the object of changing(or other to change (comparative infinitive)
gerund)
j C. Use of Particular Words
�j 1. "And" and "or."
"And"means all of list of items. "Or" means any one or more of a list of items. Do
not use"anal/or"; use "or" instead.
2. "Said" and "such."
In general, avoid use of"said"and"such." ("Said"may be used to refer to a previously
cited statute.) Instead, use"the" if the reference is unambiguous. Otherwise, use"this,""that,"
"these"or"those."