# Friends of the Motherhouse v. City of Portland

> Supreme Judicial Court of Maine · December 8, 2016 · 152 A.3d 159

URL: https://www.frixlaw.com/law-library/cases/4105679

## Case

- **Court:** Supreme Judicial Court of Maine
- **Decided:** December 8, 2016
- **Citations:** 152 A.3d 159; 2016 ME 178; 2016 Me. LEXIS 201
- **Precedential status:** Published
- **Opinion:** Opinion
- **Cited by:** 0 later opinions in the Frix Law Library

## Citator (automated)

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## Opinion text

MAINE	SUPREME	JUDICIAL	COURT Reporter	of	Decisions
Decision: 2016	ME	178
Docket: Cum-16-225
Argued: November	10,	2016
Decided: December	8,	2016

Panel: SAUFLEY,	C.J.,	and	ALEXANDER,	MEAD,	GORMAN,	JABAR,	HJELM,	and	HUMPHREY,	JJ.

FRIENDS	OF	THE	MOTHERHOUSE	et	al.

v.

CITY	OF	PORTLAND	et	al.

MEAD,	J.

[¶1] Friends	of	the	Motherhouse,	a	nonprofit	corporation,	and	Raymond

Foote and Barbara Weed (collectively “Friends”) appeal from a summary

judgment entered by the Superior Court (Cumberland County, Warren, J.) in

favor of the defendant City of Portland and intervenors Sea Coast at Baxter

Woods Associates, LLC, and Motherhouse Associates LP (intervenors

collectively “Sea Coast”). The court entered judgment on Friends’ complaint

seeking a declaration that the Portland City Council’s rezoning of a parcel

owned	by	Sea	Coast	was	invalid. We	conclude	that	the	Council	acted	within	its

broad	legislative	authority	and	affirm	the	judgment.
2

I. FACTS	AND	PROCEDURE

[¶2] Although	the	facts,	drawn	from	the	summary	judgment	record,	are

taken	in	the	light	most	favorable	to	Friends,	see	Sullivan	v.	St.	Joseph’s	Rehab.	&

Residence,	2016	ME	107,	¶	2,	143	A.3d	1283,	in	this	case	Friends	admitted	the

statement	of	material	facts	filed	by	Sea	Coast	in	its	entirety.

[¶3] Sea Coast has a purchase and sale agreement to buy a 17.5-acre

parcel	located	on	Stevens	Avenue	in	Portland	(the	property)	that	is	the	site	of	a

private	high	school;	St.	Catherine’s	Hall,	which	is	used	as	a	residence	by	retired

Sisters of Mercy; and the vacant St. Joseph’s Convent, known as the

“Motherhouse.” Sea	Coast	intends	to	give	the	high	school	a	twenty-five-year

lease,	retain	St.	Catherine’s	Hall’s	current	use,	develop	the	Motherhouse	into	a

multifamily dwelling consisting of eighty-eight affordable and market-rate

senior	housing	units,	and	develop	the	surrounding	grounds	into	a	retirement

community	consisting	of	additional	dwelling	units	and	assisted	living	facilities.

[¶4] On	March	4,	2015,	Sea	Coast	requested	a	zoning	amendment	that,

after	some	revision,	sought	to	have	a	13.5-acre	portion	of	the	property	that	did

not	include	the	high	school	and	St.	Catherine’s	Hall	rezoned	from	R-5	residential

to R-5A residential. As described in Portland’s comprehensive plan, “[t]he
3

permitted residential uses in the R-5a1 zone are very similar to those in the

R-5 zone, except that multiplexes are not allowed. The other significant

difference is that PRUDs [planned residential unit developments] may be

developed	at	a	higher	density.”

[¶5] On	May	12,	after	notice	and	a	public	hearing,	the	Planning	Board

voted unanimously to recommend that the Council approve a zoning map

amendment rezoning the Sea Coast property as proposed, and approve

amendments to the text of the zoning ordinance having general applicability

concerning the R-5A zone. The Planning Board’s report to the Council

contained an explicit finding that the amendments were consistent with

Portland’s	comprehensive	plan.

[¶6] The Council held a public hearing and voted to adopt the text

amendments, while tabling the proposed map amendment. Sea Coast then

reduced	the	portion	of	the	property	to	be	rezoned	as	R-5A	to	7.51	acres,	in	the

process reducing the number of potential housing units on the property by

eighty-five. The	Council	unanimously	approved	the	revised	map	amendment

on	July	6,	rezoning	the	7.51-acre	portion	of	the	property	to	R-5A.

1 The	comprehensive	plan	designates	the	zone	as	“R-5a”;	the	zoning	ordinance,	Planning	Board,

City	Council,	and	Superior	Court	designate	the	zone	as	“R-5A.” We	will	use	“R-5A”	throughout	the
remainder	of	this	opinion.
4

[¶7] Following the Council’s rezoning action, Sea Coast applied to the

Planning Board for a four-lot subdivision of the entire property, as well as a

subdivision in the Motherhouse consisting of sixty-six affordable and

twenty-two	market-rate	senior	housing	units. The	Planning	Board	approved

the	application	on	August	11,	2015. No	appeal	from	that	action	has	been	taken.

[¶8] On October 23, 2015, Friends filed a two-count complaint for

declaratory	judgment	in	the	Superior	Court	seeking	to	invalidate	the	Council’s

rezoning	action. The	complaint	asserted	that	the	comprehensive	plan	required

that	R-5A	zones	be	created	only	by	contractual	or	conditional	rezoning,	and	that

the map and textual amendments were “substantively inconsistent with the

Comprehensive Plan’s goals and policies for the Deering Center/Stevens

Avenue	neighborhood.”

[¶9] Sea	Coast	moved	for	summary	judgment	and	the	City	joined	in	the

motion. In	a	judgment	dated	April	19,	2016,	the	court	concluded	that

the zoning code and map amendments at issue are “in basic
harmony” with Portland’s Comprehensive Plan . . . and . . . the
rezoning	of	7.51	acres	of	the	St.	Joseph’s	convent	site	to	R-5A	did
not have to be accomplished by conditional or contract zoning.
Accordingly, Intervenors are entitled to summary judgment
granting	declaratory	relief	to	that	effect.

Friends	appealed.
5

II. DISCUSSION

[¶10] We review the entry of a summary judgment de novo, and will

“affirm	the	grant	of	summary	judgment	if	the	record	reflects	that	there	is	no

genuine issue of material fact and the movant is entitled to a judgment as a

matter	of	law.” Remmel	v.	City	of	Portland,	2014	ME	114,	¶	11,	102	A.3d	1168

(quotation marks omitted). In Remmel we set out the standards of review

applicable	to	this	case,	in	which	we	are	again	called	upon	to	review	a	zoning

decision	of	the	Portland	City	Council:

Our	review	of	the	City	Council’s	action	must	respect	that	zoning	is
a legislative act and must give deference to the legislative body.
Judicial review of a . . . rezoning decision is ultimately limited to
determining whether the City Council could rationally have
adopted	the	[new]	zone	in	light	of	the	evidence	presented	to	it,	the
various policies articulated in the comprehensive plan, and the
mandate	of	[the	applicable	statute].

.	.	.	.

By statute, zoning ordinances and subsequent rezoning actions
must be “pursuant to and consistent with a comprehensive plan
adopted	by	the	municipal	legislative	body.”	30-A	M.R.S.	§	4352(2)
[(2015)]. When considering whether a rezoning action is
“consistent with” a city’s comprehensive plan, a court must
determine	whether	the	City	Council	could	have,	from	the	evidence
before	it,	found	that	the	rezoning	was	in	basic	harmony	with	the
comprehensive	plan. The	challenger	bears	the	burden	of	proving
that	the	amendment	is	inconsistent	with	the	comprehensive	plan.

A	zoning	or	rezoning	action	need	not	perfectly	fulfill	the	goals	of	a
comprehensive	plan;	it	may	be	in	basic	harmony	with	the	plan	so
6

long as it strikes a reasonable balance among the municipality's
various zoning goals or overlaps considerably with the plan. In
addition, a comprehensive plan is considered as a whole; a
municipality	may	conclude	that	a	rezoning	action	is	consistent	with
a	comprehensive	plan	when	it	is	in	harmony	with	some	provisions
of the plan, even if the action appears inconsistent with other
provisions	of	the	plan.

Id. ¶¶ 1, 12-14 (alterations, citations and quotation marks omitted); see also

Golder	v.	City	of	Saco,	2012	ME	76,	¶	11,	45	A.3d	697. We	review	the	Council’s

factual determinations for clear error. Remmel, 2014 ME 114, ¶ 21 n.5,

102	A.3d	1168.

[¶11] The evidence before the Council included the Planning Board’s

report. In	that	report,	the	Planning	Board	found	that	the	Sea	Coast	project	was

consistent	with	the	purpose	of	the	R-5A	zone	as	set	out	in	the	comprehensive

plan,	which	is

[t]o provide for moderate-density residential development in
off-peninsula	sections	that	can	provide	a	unique	residential	living
experience with a high degree of natural site amenities; and to
provide	areas	of	the	city	in	the	general	proximity	of	the	peninsula
that have the ability for adequate municipal services, including
traffic corridors with adequate traffic capacity, that can
appropriately accommodate a more intensive use of land than
other lower-density zoned land and be compatible with
surrounding neighborhoods; and to increase affordable housing
opportunities in off-peninsula locations by providing a moderate
density	zone.

7

The	Planning	Board	additionally	identified	“[g]oals	and	policies”	stated	in	the

comprehensive plan that it found to be relevant to the Sea Coast proposal,

including	several	focusing	on	the	need	for	an	adequate	housing	supply	for	the

City’s residents in general, and for senior citizens at all income levels in

particular.

[¶12] Given the portions of the comprehensive plan identified by the

Planning	Board	and	considered	by	the	Council,	and	applying	Remmel	and	the

deference to the Council’s decision that it requires, 2014 ME 114, ¶ 12,

102 A.3d 1168, Friends did not meet its burden to prove that the Council’s

action	rezoning	part	of	the	Motherhouse	property	to	allow	the	development	of

senior	housing—while	retaining	the	high	school	and	St.	Catherine’s	Hall	in	their

original zone—was not “in basic harmony with the comprehensive plan.”

Id.	¶	13	(quotation	marks	omitted).

[¶13] Friends’	argument	that	the	amendments	are	inconsistent	with	the

comprehensive	plan	because	the	Council	did	not	employ	conditional	or	contract

zoning	is	not	persuasive. The	comprehensive	plan	does	not	specify	a	particular

method	for	rezoning	a	property	as	R-5A,	and	says	nothing	about	conditional	or

contract	zoning	at	all	in	the	section	defining	the	R-5A	zone. It	says	only	that
8

“[t]he	R-5a	is	applied	though	rezoning	when	a	site	and	development	proposal

meets	the	intent	of	this	zoning	classification.”

[¶14] The zoning ordinance—not the comprehensive plan—formerly

required conditional or contract zoning in order to create an R-5A zone

containing a planned residential unit development, but the Council chose to

follow	the	recommendation	of	the	Planning	Board	and	changed	the	ordinance

to eliminate that requirement. As the Planning Board noted, the

comprehensive plan explicitly allows such a change in providing that

“[p]otential	text	amendments	will	be	considered	to	update	the	residential	zones

in conformance with the recommendations of [the comprehensive plan].”

“[B]asic	harmony	with	the	comprehensive	plan,”	not	harmony	with	the	former

zoning	ordinance,	is	the	test	that	we	apply	when	reviewing	the	Council’s	zoning

decision. Remmel,	2014	ME	114,	¶¶	13-14,	102	A.3d	1168	(quotation	marks

omitted). Because that test is satisfied in this case, the court did not err in

finding	that	Sea	Coast	was	entitled	to	judgment	as	a	matter	of	law.

[¶15] Having concluded that summary judgment was appropriately

granted,	we	do	not	reach	the	alternative	argument	advanced	by	Sea	Coast	and

the City that even if the Council’s rezoning action conflicted with the
9

comprehensive	plan,	the	Planning	Board’s	approval	of	Sea	Coast’s	subdivision

application	remains	valid	because	Friends	did	not	appeal	from	that	action.

The	entry	is:

Judgment	affirmed.

On	the	briefs:

David A. Lourie, Esq., Cape Elizabeth, for appellants Friends of the
Motherhouse,	Raymond	Foote,	and	Barbara	Weed

Danielle	P.	West-Chuhta,	Esq.,	City	of	Portland,	Portland,	for	appellee	City
of	Portland

Natalie	L.	Burns,	Esq.,	and	Mark	A.	Bower,	Esq.,	Jensen	Baird	Gardner	&
Henry,	Portland,	for	appellees	Motherhouse	Associates	LP	and	Sea	Coast
at	Baxter	Woods	Associates

At	oral	argument:

David A. Lourie, Esq., for appellants Friends of the Motherhouse,
Raymond	Foote,	and	Barbara	Weed

Danielle	P.	West-Chuhta,	Esq.,	for	appellee	City	of	Portland

Natalie	L.	Burns,	Esq.,	for	appellees	Motherhouse	Associates	LP	and	Sea
Coast	at	Baxter	Woods	Associates

Cumberland	County	Superior	Court	docket	number	CV-2015-480
FOR	CLERK	REFERENCE	ONLY

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Source: Frix Law Library, https://www.frixlaw.com/law-library/cases/4105679. Public record. Not legal advice.
