968 N.E.2d 347
Mass.2012Background
- Dover Amendment (G. L. c. 40A, § 3, second par.) exempts non-profit educational land uses from certain zoning; education is broadly construed.
- Plaintiff, a private non-profit educational corporation affiliated with the Sisters of St. Joseph, seeks Dover protection for Regis East, a proposed 60-acre development across Weston from its current campus.
- Regis East would include eight buildings (about 766,600 sq ft total), with roughly 470,000 sq ft residential and remainder nonresidential (dining, healthcare, classrooms, Children’s Center, Adult Day Care).
- Residents would be elderly (avg. 75), pay substantial entrance and monthly fees, and be enrolled in academic activities with advisors and wellness plans.
- Affidavits describe a planned integrated operation with the West Campus, including shared facilities and potential clinical placements for nursing programs; details of operation remain uncertain.
- Land Court summary judgment denied Dover protection, finding educational goals subordinate to housing/revenue; plaintiff appealed for direct appellate review; the trial court remanded for a Dover determination.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Regis East qualifies for Dover protection as an educational use. | Regis East primarily serves educational purposes. | Regis East’s primary use is residential/revenue, not educational. | No; record insufficient to show primary educational purpose at summary judgment. |
| Whether Dover protection requires primary/dominant educational purpose. | Dominant educational purpose is not explicitly required by text. | Primacy of educational purpose is essential to Dover protection. | Dominant purpose required; court must assess if educational goals predominate. |
| Whether the record creates a genuine dispute of material fact about the project’s operation. | Affidavits show structured educational program and integration with existing campus. | Affidavits are vague; not enough to show dominance of education. | Record creates potential disputes of material fact; summary judgment improper. |
| Whether appellate review is appropriate given the need for credibility determinations. | Trial testimony needed to assess enforcement of course requirements. | Trial-level credibility determinations are necessary. | Remand to Land Court for fact-specific evaluation, including credibility. |
Key Cases Cited
- Whitinsville Retirement Soc’y, Inc. v. Northbridge, 394 Mass. 757 (Mass. 1985) (educational purposes must be primary/dominant to qualify)
- Fitchburg Housing Authority v. Board of Zoning Appeals of Fitchburg, 380 Mass. 869 (Mass. 1980) (educational use may extend to nontraditional settings; but primary purpose required)
- Kurz v. Board of Appeals of North Reading, 341 Mass. 110 (Mass. 1960) (education is broad, not limited to traditional schools)
- Gardner-Athol Area Mental Health Ass’n v. ZBA of Gardner, 401 Mass. 12 (Mass. 1987) (primary/dominant educational purpose required; avoid mere adaptation)
- Mount Hermon Boys’ School v. Gill, 145 Mass. 139 (Mass. 1887) (education as a broad concept; statutory terms interpreted in common usage)
- Assessors of Boston v. Garland School of Home Making, 296 Mass. 378 (Mass. 1937) (historical view of education as a broad use)
- Trustees of Tufts College v. Medford, 415 Mass. 753 (Mass. 1993) (Dover Amendment balance between preventing discrimination and local zoning)
- Lasell Village v. Assessors of Newton, 67 Mass. App. Ct. 414 (Mass. App. Ct. 2006) (in evaluating educational dominance, actual operation matters)
