BAK REALTY, LLC, & Another v. CITY OF FITCHBURG & Another

CourtMassachusetts Supreme Judicial Court
DecidedMarch 28, 2025
DocketSJC-13639
StatusPublished

This text of BAK REALTY, LLC, & Another v. CITY OF FITCHBURG & Another (BAK REALTY, LLC, & Another v. CITY OF FITCHBURG & Another) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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BAK REALTY, LLC, & Another v. CITY OF FITCHBURG & Another, (Mass. 2025).

Opinion

SUPREME JUDICIAL COURT

BAK REALTY, LLC, & another[1] vs. CITY OF FITCHBURG & another[2]

Docket: SJC-13639
Dates: December 2, 2024 – March 28, 2025
Present: Budd, C.J., Gaziano, Kafker, Wendlandt, Georges, & Wolohojian, JJ.
County: Worcester
Keywords: Municipal Corporations, By-laws and ordinances. Zoning, Lodging house, Zoning district, Validity of by-law or ordinance, Board of appeals: decision, Appeal. Handicapped Persons. Lodging House. Statute, Construction. Practice, Civil, Zoning appeal, Summary judgment. Words, "Family," "And."

      Civil action commenced in the Superior Court Department on January 31, 2020.

      The case was heard by Janet Kenton-Walker, J., on a motion for summary judgment.

      The Supreme Judicial Court on its own initiative transferred the case from the Appeals Court.

      Kevin J. Powers (Vincent P. Pusateri, II, also present) for the defendants.

      Andrew J. Tine for the plaintiffs.

      James S. Timmins, City Solicitor, & Paul Kominers, for Massachusetts Municipal Lawyers Association, amicus curiae, submitted a brief.

      Dana Alan Curhan, for city of Brockton & others, amici curiae, submitted a brief.

      WOLOHOJIAN, J.  At issue is whether the city of Fitchburg's zoning ordinances violate the antidisability discrimination provision of the Zoning Act, G. L. c. 40A, § 3, fourth par. (§ 3, fourth par.), as applied to a sober house that is being operated in a three-family house located in the residential B (RB) district of Fitchburg (city or Fitchburg).  The answer to this question turns on a matter of statutory interpretation:  namely, whether § 3, fourth par., requires that local ordinances treat disabled persons living in congregate living arrangements not only as "groups of similar size o[f[3]] other unrelated persons," but also as "families" regardless of how that term is defined on the local level (emphasis added).  We conclude that it does not.  Instead, the statute entitles disabled people to be treated the same as nondisabled people are treated under local ordinances.  Thus, if a group of disabled people living in a congregate living arrangement meets the definition of "family" under the local regulations, then it is entitled to be treated as such.  Likewise, it is entitled to be treated as any similar-sized group of nondisabled unrelated people is treated under the local regulations.  Because the thirteen sober home residents in this case did not meet the local definition of "family" and were treated for purposes of the zoning code the same as any similar group of thirteen unrelated people living together in a three-unit house in the RB district of Fitchburg, we agree with the decision of the zoning board of appeals of Fitchburg (board) and accordingly reverse the judgment of the Superior Court.[4]

      1.  Background.  a.  Statutory and regulatory framework.  One year after Congress amended the Fair Housing Act (FHA) to prohibit housing discrimination against "handicapped" persons,[5] see Fair Housing Amendments Act of 1988, Pub. L. No. 100-430, 102 Stat. 1619, 1620-1622 (1988) (adding 42 U.S.C. § 3604[f]); see also Edmonds v. Oxford House, Inc., 514 U.S. 725, 728 & n.1 (1995), our Legislature amended § 3 of the Zoning Act, G. L. c. 40A, §§ 1 et seq., to do the same,[6] see St. 1989, c. 106, § 1 ("An Act prohibiting housing discrimination against disabled persons").  Section 3, fourth par., limits local zoning action by declaring that "[n]otwithstanding any general or special law to the contrary, local land use and health and safety laws, regulations, practices, ordinances, by-laws and decisions of a city or town shall not discriminate against a disabled person."  G. L. c. 40A, § 3, fourth par.  Although the statute provides no definition of "disabled person," the parties do not dispute –- and we agree with -- the Appeals Court's conclusion that individuals in recovery from addiction are to be considered "disabled" for purposes of § 3, fourth par.  See Crossing Over, Inc. v. Fitchburg, 98 Mass. App. Ct. 822, 825 (2020), and authorities cited.  See also Peabody Props., Inc. v. Sherman, 418 Mass. 603, 606 (1994) (under FHA, "drug dependency together with . . . participation in a drug rehabilitation program" is "handicap"); 42 U.S.C. § 3602(h) (excluding "current, illegal use of or addiction to a controlled substance" from definition of "handicap"); 24 C.F.R. § 100.201(a)(2) (including in definition of "handicap" "drug addiction [other than addiction caused by current, illegal use of a controlled substance] and alcoholism").

      Section 3, fourth par., defines discrimination as the "[i]mposition of health and safety laws or land-use requirements on congregate living arrangements among non-related persons with disabilities that are not imposed on families and groups of similar size o[f] other unrelated persons" (emphasis added).  G. L. c. 40A, § 3, fourth par.

      Fitchburg has adopted a zoning code, and we deal here with the version in effect as of June 8, 2018 (zoning code).[7]  The zoning code applies to all buildings or structures in Fitchburg, and provides that "[n]o building, structure or land shall be used for any purpose or in any manner other than is expressly permitted within the district in which such building, structure or land is located."  Fitchburg Zoning Ordinance, c. 181, § 181.14 (2018).

      The zoning code divides the city into residential, business, industrial, and institutional districts.  Fitchburg Zoning Ordinance, c. 181, § 181.21 (2018).  There are five residential districts.  Id. at § 181.211.  At issue here is the RB district.  The RB district allows single-family dwellings and two-family dwellings as of right.  Id. at § 181.313.  But three-family dwellings, which are defined as three attached dwelling units designed as the residences of three families, require a special permit from the planning board.[8],[9]  Id. at §§ 181.10, 181.313.  Boarding houses, which are defined as "[a] dwelling or part thereof in which lodging is provided by the owner or operator to at least three, but not more than six, boarders," are prohibited in the RB district.[10]  Id.

      The zoning code's definition of "family" turns on whether a group of people are living as a "single housekeeping unit."  Fitchburg Zoning Ordinance, c. 181, § 181.10 (2018).  No more than four unrelated people who are living as a single housekeeping unit may be considered a "family" for purposes of the zoning code.  Id.  However, a group of persons "related by blood, marriage or adoption, including wards of the state" may be deemed a family -- regardless of their number -- if they are living as a single housekeeping unit.  Id.

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BAK REALTY, LLC, & Another v. CITY OF FITCHBURG & Another, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bak-realty-llc-another-v-city-of-fitchburg-another-mass-2025.