HomeMy WebLinkAboutAgenda - 08-21-2012 - 7aW
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 21, 2012
Action Agenda
Item No. 7 -a
SUBJECT: Conservation Easement for Thompson Farm
DEPARTMENT: Environment, Agriculture, Parks PUBLIC HEARING: (Y /N) No
and Recreation (DEAPR)
ATTACHMENTS INFORMATION CONTACT:
Location Map David Stancil, 245 -2510
Site Map Rich Shaw, 245 -2514
Letter from Black Family Land Trust
Draft Conservation Easement
PURPOSE: To authorize Orange County's contribution of funds for the Black Family Land
Trust purchase of an agricultural conservation easement for the Thompson prawn farm.
BACKGROUND: The acquisition of agricultural conservation easements to protect prime
farmland in Orange County is a longstanding goal of the Board of Commissioners, and is a
priority of the Lands Legacy Program. Through this program, the County has helped protect
1,990 acres of privately -owned farmland and natural areas with conservation easements.
Over the past few years, Orange County has worked with the Black Family Land Trust and
others to complete a permanent conservation easement on the Thompson prawn farm
located on Allie Mae Road in Cedar Grove Township. In 2009 the County applied for a
federal grant to assist with the purchase of an easement on this farm, but was unsuccessful.
In 2010 the Department of Environment, Agriculture, Parks and Recreation (DEAPR)
assisted the Black Family Land Trust (BFLT) with preparing two grant applications for this
project. BFLT was awarded $45,500 in state funds from the NC Agricultural Development
and Farmland Preservation Trust Fund (ADFPTF) and $45,000 in federal funds from the US
Department of Agriculture's Farm and Ranch Land Protection Program (FRPP). Since then
BFLT has worked with DEAPR and the grant agencies to complete the project.
The farm is owned by Joseph and Jettlelean Thompson. The Thompsons purchased the
farm in 1980 and raised tobacco for 20 years until they decided to sell the tobacco allotment
as part of the NC Tobacco Quota Buyout program. After extensive research, Joe Thompson
converted the former tobacco farm into a freshwater prawn farm — a highly unusual
commodity in Piedmont NC. The prawns are harvested each fall and sold to Triangle
restaurants and specialty grocery stores. Other parts of the farm are used to produce corn
and small grain to develop feed for the prawns.
In 2010 Joe Thompson was recognized as the Small Farmer of the Year by the Cooperative
Extension program at North Carolina A &T University. Mr. Thompson also is a member of the
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Orange County Agricultural Preservation Board, having enrolled his farm in the Voluntary
Agricultural District program in 2010.
The Thompsons intend to grant a conservation easement on the core areas of the farm that
include the prawn ponds and cropland used to produce feed for the prawns. The easement
will exclude an existing home site and a small portion of the farm located across Allie Mae
Road. The conservation easement will also exclude the strip of land along Back Creek,
which is being considered for a separate conservation easement by the NC Clean Water
Management Trust Fund (CWMTF). All other non - agricultural development will be prohibited
by the conservation easement. Future farm activities will continue in accordance with a
Conservation Plan prepared for the farm by the Orange NRCS /Soil & Water Conservation
District. A copy of the draft deed of conservation easement is attached.
The conservation easement would be held by the Black Family Land Trust, but the County
Attorney recommends that if that organization ever ceases to exist or is no longer qualified to
hold the conservation easement, then Orange County would assume those duties and
responsibilities through its Lands Legacy Program. Orange County is identified in the deed
of conservation easement as a back -up easement holder (or "grantee ").
Thompson farm is located within the Back Creek Protected Watershed, which the County
identified as a priority watershed for acquiring farmland easements in a dual effort to protect
prime farmland and drinking water quality. Back Creek forms the western boundary of the
property before it flows southwest into the Graham - Mebane Reservoir — a principal source of
drinking water for Alamance County.
The conservation easement conforms to federal and state guidelines from the federal FRPP
and state ADFP Trust Fund, which will contribute matching funds to complete this project.
FINANCIAL IMPACT: The purchase price for the easement is $120,500, which is 97 percent
of the appraised value ($124,000) as determined by an appraisal. Funds for the easement
purchase would come from three sources: $45,000 from the federal Farm & Ranch Land
Protection Program, $45,500 from the North Carolina Agricultural Development and
Farmland Preservation Trust Fund, and $30,000 from Orange County through its Lands
Legacy program. The County would also pay up to $6,000 in transaction costs, including the
boundary survey and closing costs.
The County's share of funds ($36,000) would come from existing funds budgeted for the
Lands Legacy Program.
The subject property is enrolled in the Present Use Value taxation program, so the
conservation easement would not lessen the amount of property taxes paid to the County.
The decrease in the property's market value caused by the conservation easement would not
lower the property value to a level that is less than present use value.
RECOMMENDATION(S): The Manager recommends that the Board authorize the County's
contribution of $36,000 toward the purchase of a permanent conservation easement for the
Thompson farm in Cedar Grove, and authorize the Chair and the Clerk to sign the
conservation easement agreement, subject to final review by the staff and County Attorney,
with a closing and recordation of the document expected to occur by September 30, 2012.
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Thompson Conservation Easement
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Exhibit B
Black Family Land Trust
Thompson Farm Conservaton Easement
(38.036 acres)
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�Thompson easement �Buildings Excluded from conservation easement
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Blau. Family Land Trust.
30 June 2012
PO 2087 Durham, NC 27702
400 W. Main Street Suite 204
Durham, NC 27701
919 - 683 -LAND 888 - 585 -9139 Fax
Mr. David Stancil, Director
Orange County Dept. of Environment, Agriculture, Parks and Recreation
P.O. Box 8181
Hillsborough, NC 27278
Dear Mr. Stancil,
The Black Family Land Trust (BFLT) was awarded funds from the USDA Farm and Ranchland
Protection Program (FRPP) and the NC Agricultural Development and Farmland Preservation
(ADFP) Trust Fund to purchase an agricultural conservation easement for a 40 -acre portion of the
Thompson Farm. The farm is located at 5919 Allie Mae Road in Orange County (Cedar Grove
Township) .
As you know, Orange County has earmarked $36,000 from its Lands Legacy program budget for
this project, including the cost of a boundary survey and an environmental site assessment. Our
proposal to the grant agencies also envisioned that Orange County would serve as the back -up
and /or secondary conservation easement holder in perpetuity.
I am writing to request your confirmation of Orange County's financial participation in this
project and to ask whether there needs to be some formal agreement between Orange County and
the BFLT to complete this project as envisioned and for Orange County to accept the easement.
I will also take this opportunity to update you on the status of the project to date. Wireless
security cameras were installed in 2011 at critical locations around the farm to reduce thief. This
allows the Thompson's to monitor these locations twenty -four hours per day from their home or
mobile telephone; an Energy Audit using NRCS funds is currently in process and all three ponds
are fully stocked with prawns for the fall harvest.
Jay Shackelford of Rasberry Shackelford & Associates performed the new conservation easement
appraisal which received approval in March 2012 and the survey has been completed as well.
The BFLT has received a contract extensions from both NRCS and ADPP; all of the closing
documents have been completed we anticipate closing the easement within the next ninety days.
Sincerely,
Lillian ` Ebonie" Alexander
Executive Director
Black Family Land Trust, Inc.
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
Draft Date: 2012 -08 -15
This instrument prepared by and return to:
Andrew Branan
THE BRANAN LAW FIRM, PLLC
110 W. Margaret Lane, Suite 205
P.O. Box 443
Hillsborough, NC 27278
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
WARRANTY
DEED OF CONSERVATION EASEMENT
This Deed of Conservation Easement ( "Easement ") is granted on this day of
September, 2012, by Joseph A. Thompson and Jettelean Thompson, having an address of
919 Allie Mae Road, Cedar Grove, North Carolina 2723 1 ("GRANTORS"), to the Black
Family Land Trust, Inc., having an address of P.O. Box 2087, Durham, North Carolina
27702 ( "GRANTEE "), the North Carolina Department of Agriculture and Consumer
Services ( "NCDA &CS ") acting by and through the North Carolina Agriculture
Development and Farmland Preservation Trust Fund ( "the ADFP Trust Fund ") and the
United States of America ( "United States ") acting by and through the United States
Department of Agriculture, Natural Resources Conservation Service ( "United States ",
"USDA ", or "NRCS "), acting on behalf of the Commodity Credit Corporation as its
interest appears herein, for the purpose of forever conserving the agricultural productivity
of the Protected Property and its value for resource preservation and as open space. The
Grantor, Grantee, NCDA &CS, and the United States are collectively referred to as "the
Parties ".
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
The designation Grantor and Grantee as used herein shall include said parties, their heirs,
successor and assigns, and shall include singular, plural, masculine, feminine or neuter as
required by context.
The land to be placed under Conservation Easement has an unencumbered appraised
value of $220,000, and an appraised value of $96,000 once encumbered by this
Conservation Easement, representing 43.4% value retained by Grantor. Thus, the
appraised fair market value of the rights conveyed by this Easement ( "Easement Value ")
is $124,000, representing 56.4% of the unencumbered appraised value.
Of the $124,000 value of this Conservation Easement, the United States is providing
$45,000 toward the purchase of this Easement which amount represents 36.3% of the
appraised fair market value of the rights conveyed by this Easement ( "Easement Value ")
Said amount represents approximately 20.5% of the value of the property if it were not
encumbered by this Conservation Easement.
Of the $124,000 value of this Conservation Easement, the State of North Carolina
(Agricultural Development and Farmland Preservation Trust Fund) is providing $45,500
toward the purchase of this Conservation Easement, which amount represents 36.7% of
the value of this Conservation Easement. Said amount represents approximately 20.7%
of the value of the property it were not encumbered by this Conservation Easement.
Of the $124,000 value of this Conservation Easement, the County of Orange, North
Carolina (Lands Legacy Program) is providing $30,000 toward the purchase of this
Easement, which amount represents 24.2% of the Easement Value. Said amount
represents approximately 13.6% of the value of the property if it were not encumbered by
this Conservation Easement.
Grantor is donating 2.8% of the Easement Value.
The total cash consideration for purchase of the conservation easement is $120,500.
RECITALS
WHEREAS, Grantors are the sole owners in fee simple, of a certain farm property
identified in Exhibit A located in Cedar Grove Township, Orange County, North Carolina
and identified on the plat of property entitled "Conservation Easement Survey, Property
Surveyed for Black Family Land Trust, Inc." prepared by Terry Westendorf, which plat is
recorded at Plat Book Page , Orange County Registry with said farm property
totaling 40.00 acres, more or less, covered by this Easement (the "Protected Property ").
WHEREAS, the Protected Property consists primarily of productive agricultural
land. The Protected Property also contains within its boundary buildings and /or
improvements contained in farmstead areas as shown on Exhibit B attached hereto and
incorporated herein. The majority of the soils on the Protected Property have been
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
classified as "prime" or "statewide important" soils by the Natural Resources
Conservation Service ( "NRCS "), United States Department of Agriculture ( "USDA,"
also referred to as "United States "). It is the primary purpose of this Easement to protect
the agricultural soils and agricultural viability and productivity by limiting
nonagricultural uses of the Protected Property. The agricultural resources of the
Protected Property and its contribution of the protection of prime farmland soils and the
other conservation interests described herein to be preserved by this Easement are
collectively referred to as the "Conservation Values" of the Protected Property.
WHEREAS, the specific Conservation Values of the Protected Property and its
current use and state of improvement are described in a Baseline Documentation Report
( "Report') prepared by the Grantee with the cooperation of the Grantor, and
acknowledged by both parties to be accurate as of the date of this Easement. This Report
may be used by the Grantee to document any future changes in the use or character of the
Protected Property in order to ensure the terms and condition of the Easement are
fulfilled. This Report, however, is not intended to preclude the use of other evidence to
establish the present condition of the Protected Property if there is a controversy over its
use. The Grantor and Grantee have copies of this Report, and said report will remain on
file at the offices of the Black Family Land Trust and the Orange County Department of
Environment, Agriculture, Parks and Recreation.
WHEREAS, the Grantor and Grantee agree that the current agricultural use of,
and improvements to, the Protected Property are consistent with the conservation
purposes of this Easement.
WHEREAS, the Grantor intends that the Conservation Values of the Protected
Property be preserved and maintained, and further, Grantor intends to convey to the
Grantee the right to preserve and protect the agricultural and other Conservation Values
of the Protected Property in perpetuity.
WHEREAS, the Conservation Purposes of the Easement are recognized by, and
the grant of this Easement will serve, the following clearly delineated governmental
conservation policies:
(1) Sections 1238 H and 1238 I of the Food Security Act of 1985, as amended,
which authorizes the Farm and Ranch Lands Protection Program,
administered through the NRCS which provides funds for the acquisition of
Conservation Easements or other interests in prime, unique, or other
productive soils for the purpose of limiting conversion to nonagricultural uses
of the land;
(2) The purpose of the Farm and Ranch Lands Protection Program, 16 U.S.C.
3838h and 3838i, is to protect the agricultural use and related conservation
values of eligible land by limiting nonagricultural uses of the Protected
Property in perpetuity.
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
(3) North Carolina General Statute 139 -2 et seq., which provides that "it is hereby
declared ... that the farm, forest and grazing lands of the State of North
Carolina are among the basic assets of the State and the preservation of these
lands is necessary to protect and promote the health, safety and general
welfare of its people... It is hereby declared to be the policy of the legislature
to provide for the conservation of the soil and resources of this State;"
(4) North Carolina General Statute 106 -583 et seq., which states that "It is
declared to be the policy of the State of North Carolina to promote the
efficient production and utilization of the products of the soil as essential to
the health and welfare of our people and to promote a sound and prosperous
agriculture and rural life as indispensable to the maintenance of maximum
prosperity,"
(5) The Uniform North Carolina Conservation and Historic Preservation
Agreements Act, North Carolina General Statute 121 -34 et seq., which
provides for the enforceability of restrictions, easements, covenants or
conditions "appropriate for retaining in land or water areas predominantly in
their natural, scenic, or open condition or in agricultural, horticultural, farming
or forest use;" and which provides for tax assessment of lands subject to such
agreements "on the basis of the true value of the land and improvement less
any reduction in value caused by the agreement;"
(6) The North Carolina Conservation Tax Credit Program, North Carolina
General Statute 105- 130.34 and 105 - 151.12 et seq., which provides for state
income tax credits for donations of land that are useful for fish and wildlife
conservation and other similar land conservation purposes;
(7) The establishment of the North Carolina Farmland Preservation Trust Fund
established in 1986 [N.C.G.S. 106- 744(c)] to preserve important farmland in
North Carolina;
(8) The special use assessment of farm and forest land as set forth in North
Carolina General Statute 105 -277.2 et seq., and
(9) The Orange County Agricultural Development and Farmland Protection Plan,
adopted November 17, 2009, which supports the granting of agricultural
conservation easements to help protect farmland as a valuable natural
resources.
WHEREAS, Grantor and Grantee have the common purpose of protecting the
above described Conservation Values and current condition of the Protected Property and
preventing conversion of the Protected Property to non - agri cultural uses and Grantor
agrees to create and implement a conservation plan (hereinafter the "Conservation Plan ")
that is developed utilizing the standards and specification of the NRCS field office
technical guide and 7 CFR Part 12, and is approved by the
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
WHEREAS, the Grantee is a 501(c)(3) non -profit organization organized under
Chapter 55A of the North Carolina General Statutes, and is qualified to hold Easements
under the applicable laws of the State of North Carolina and is a qualified organization
under I.R.C. Section 170(h).
NOW, THEREFORE, for ONE HUNDRED TWENTY THOUSAND FIVE
HUNDRED DOLLARS ($120,500) and for the reasons given and other good and
valuable consideration and in consideration of their mutual covenants, terms, conditions
and restrictions contained herein, the Grantor hereby voluntarily grants and conveys to
the Grantee, and the Grantee hereby voluntarily accepts, a perpetual Conservation
Easement in the Protected Property, which Easement is an immediately vested interest in
real property of the nature and character described herein. Grantor promises that he will
not perform, nor knowingly allow others to perform, any act on or affecting the Protected
Property that is inconsistent with the covenants contained herein. Grantor authorized the
Grantee to enforce these covenants in the manner described below.
ARTICLE L GENERAL
1.1 Statement of Purpose. It is the primary purpose of this Easement to enable the
Protected Property to remain in agricultural use by preserving and protecting its
agricultural soils and agricultural viability and productivity by limiting
nonagricultural uses of the Protected Property. No activity that would significantly
impair the actual or potential agricultural use of the Protected Property shall be
permitted. To the extent that the preservation and protection of the natural, historic,
recreational, habitat or scenic values referenced in this Easement are consistent with
the primary purpose stated above, it is within the purpose of this Easement to also
protect those values, and no activity that would significantly impair those values
shall be permitted.
1.2 Perpetual Duration. This Easement over the Protected Property as further described
in Exhibit A, shall be perpetual. It is an easement in gross, runs with the land and is
enforceable by Grantee against Grantor as provided herein, and against Grantor's
representatives, successors, assigns, lessees, agents and licensees.
1.3 Extinguishment of Development Rights. Except as otherwise reserved to the
Grantor in this Easement, the Parties agree that all development rights appurtenant to
the Protected Property are hereby released, terminated and extinguished, and may
not be used on or transferred to any portion of the Protected Property as it now or
hereafter may be bounded or described, or used or transferred to any other property
adjacent or otherwise, nor used for the purpose of calculating permissible lot yield of
the Protected Property or any other property by anyone including the Grantor and
Grantee.
1.4 Compliance with other Re_ug latory Requirements. The Grantor is responsible for
complying with any and all additional permits or regulation to use or develop the
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
Protected Property under the terms of this Easement, including Orange County and
State of North Carolina or federal requirements, regardless of any reserved rights or
permissions contained in this Easement Document.
1.5 Definitions.
a. Grantor — Joseph A. Thompson and Jettelean Thompson
b. Grantee — Black Family Land Trust, Inc.
c. Conservation Purposes — agricultural, horticultural, and forestland activities as
defined further herein
d. Protected Property — that tract of farmland further described in Exhibit A
ARTICLE II. PROHIBITED AND RESTRICTED ACTIVITIES
2.1. Subdivision. The Protected Property currently consists of portions of two tracts of
land. Further subdivision, partitioning, recording of a subdivision plan, or any other
division of the Protected Property is prohibited.
2.2. Industrial and Commercial Use. Industrial and commercial use of the Protected
Property and access therefore is prohibited. This restriction does not prohibit the use of
the Protected Property or construction of improvements primarily for agricultural,
horticultural, forestry, silvicultural and non - developed recreational purposes as more
specifically defined herein.
2.3. Minim. There shall be no filling, excavation, dredging, mining or drilling, removal
of topsoil, sand, gravel, rock, peat, minerals, or other materials, and no change in the
topography of the land in any manner except as necessary for the purpose of farming
operations or combating erosion of flooding and as reasonably necessary for any
permitted maintenance, construction or reconstruction on the Protected Property.
Disturbed areas for the purpose of removing topsoil, sand, gravel, rock, peat, minerals, or
other materials shall be limited to 1 acre in total surface area and will be restored as soon
as practicable after the disturbance. Any removal of material as provided for in this
subsection shall be solely for the purposes of the Protected Property and shall not be
removed and sold to a third party. Under no circumstances is the exploration,
exploitation and /or drilling for oil, natural gas, coal and /or other hydrocarbons permitted
in, on or to the Protected Property.
2.4. Dumping and Trash. Dumping or storage of soil, trash, refuse, debris, ashes,
garbage, waste, abandoned vehicles or parts, appliances, machinery, or hazardous
substances, or toxic or hazardous waste, is prohibited. The placement of underground or
above ground storage tanks or other materials is prohibited, with the exception of
agricultural products and inputs, byproducts (including the composting of biodegradable
material for on -farm use) and agricultural equipment used on the Protected Property, so
long as such storage is done in accordance with all applicable government laws and
regulations and in such a manner so as to not impair the Conservation Values of the
Protected Property.
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
2.5. Structures and Improvements. There shall be no building, tower, facility, mobile
home, or other structure constructed or placed on the Protected Property, not otherwise
specifically authorized herein, unless related specifically to a right reserved to the
Grantor in Article HI. Any structures permitted or reserved by Grantor shall be of such
reasonable size, proportion, height and character so as not to significantly detract from
the open space and agricultural purposes of this Easement. Under no circumstances shall
recreational fields, golf courses or ranges, airstrips or helicopter pads be constructed or
permitted on the Protected Property.
2.6. Si nnaage. Display to the public of billboards, signs or advertisements is prohibited on
or over the Protected Property, except to state the name of the property and its farmland
status, including its easement status, the name and address of the occupant, to advertise
an on -site activity, and to advertise the property for sale or rent, as allowed by applicable
ordinances of Orange County. Grantor shall be permitted to erect no trespassing signs,
traffic or directional signs or warning signs as may be expedient and to post the property.
2.7. Impervious Surface. Under the policy restrictions of the United States Department of
Agriculture, impervious surfaces within the overall Protected Property shall be limited to
a maximum amount of two percent (2 %) of the total acreage of the Protected Property
under this Easement. For this restriction, impervious surface shall include roof tops,
asphalt, and concrete surfaces to include buildings, driveways, walkways and farm roads.
Excluded from this definition are compacted dirt and gravel surfaces, including farm
road, driveways and other surfaces that do not fully restrict the percolation of water into
the soil. This restriction shall apply to permanent and temporary structures and facilities,
both existing and proposed.
2.8 Protection of Conservation Values and Agricultural Goals. Any activities, practices,
or uses of the Protected Property, that would in anyway alter, impede or interfere with the
conservation values and agricultural goals sought to be protected by this Conservation
Easement are strictly prohibited.
2.9 Grantors' Development Rights. Grantors hereby voluntarily grant and convey to the
Grantee all development rights for the Protected Property, except as otherwise reserved
and provided by the terms of this Conservation Easement, that are now or hereafter
inherent in the Protected Property.
ARTICLE III. RIGHTS AND RESPONSIBILITIES RETAINED BY GRANTOR
Notwithstanding any provisions of this Easement to the contrary, the Grantor
reserves to and for themselves and their successors all customary rights and privileges of
ownership, including the rights to sell, lease, and devise the Protected Property, together
with any rights not specifically prohibited by or limited by this Easement, and consistent
with the Section 1.1., "Statement of Purpose ". Unless otherwise specified below, nothing
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
in this Easement shall require the Grantor to take any action to restore the condition of
the Protected Property after any Act of God or other event over which they have no
control. Grantor understands that nothing in this Easement relieves them of any
obligation or restriction on the use of the Protected Property imposed by law.
3.1. Right to Farm. Grantor retains the right to farm, or to permit others to farm the
Protected Property, consistent with the Conservation Values of the Protected Property
and in accordance with applicable local, state and federal laws and regulations and in
accordance with the NRCS Conservation Plan. Subject to any prohibitions stated herein,
farming, grazing, horticultural (provided such activity does not remove topsoil from the
Protected Property), aquaculture, and animal husbandry operations are permitted only if
conducted consistent with Best Management Practices promulgated by the State of North
Carolina and in conformity with a Conservation Plan as required in Section 4.5 hereafter.
3.2. Right to Privaa. Grantor retains the right to privacy and the right to exclude any
member of the public from trespassing on the Protected Property. This Easement is not
intended to create any rights of the public in, on or to the Protected Property.
3.3. Right to Use the Protected Property for Customary Rural Enterprises. Grantor
retains the right to use the Protected Property for otherwise lawful and customary rural
enterprises, such as, but not limited to, farm machinery repair, sawmills, firewood
distribution, for nature and historic tours, equestrian activities, and other passive or
"Ecotourism ", "Agritourism" and "Special Events" as defined herein, educational
programs or farm meetings and like activities, so long as such activities are consistent
with Orange County zoning regulations and permits required by and issued by Orange
County under its laws and ordinances. Any structures required for permitted purposes
shall be located only within the Farmstead Areas, as shown on Exhibit B. Any
permanent or temporary structure or otherwise addition to the impervious surface shall
not cause the total impervious surface restriction of the Protected Property to exceed two
percent.
Grantor has the right to establish and carry out customary rural enterprises provided said
activities are compatible with the Conservation Purposes of this Easement and agriculture
and forestry uses of the Protected Property, and are subordinate to the agricultural and
residential use of the Protected Property. The enterprises shall be conducted in the
buildings required for the agricultural use of the Protected Property or the residences in
which full time employees of the farm reside. Enterprises which market petroleum or
chemical products are prohibited.
For purposes herein, the term "Ecotourism" shall be broadly defined to mean
tourism and activities that are carried out in relatively undisturbed natural area that serves
as a tool for the education, appreciation, and promotion of natural and cultural heritage
that has minimal negative impacts on the environment and farming resources of the
Protected Property and promotes conservation and best management practices and
provides constructive ongoing contributions to and for the local community.
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The term "Agritourism" shall be broadly defined to mean those farming activities
and traditional rural activities that are carried out on at any agricultural location,
including horticultural and agribusiness operations, that allows members of the general
public, for recreational, entertainment, active involvement, or educational purposes, to
view or enjoy rural activities, including farming, ranching, historic, cultural, harvest -
your -own activities, or natural activities and attractions, or "Special Events" as defined
herein, that have minimal negative impacts upon the environment and the Conservation
Values of the Protected Property and are limited to "de minimis" access to and uses of the
Protected Property. An activity is an agritourism activity whether or not the participant
paid to participate in the activity.
The term "Special Events" shall be broadly defined to mean a one -time or
infrequently occurring event outside normal "Agritourism" programs or activities that
provides for an agriculturally based leisure, social or cultural experience outside the
normal range of agritourism choices or beyond the everyday agricultural experience such
as but not limited to: seasonal festivals, harvest celebrations, field days, square dances,
and the like. In no event shall "Special Events" exist on the Protected Property for more
than seven (7) days per twelve (12) month period nor exist in a manner that negatively
impacts the soils or Conservation Values. Any parking associated with such events shall
be located within the Farmstead Areas and /or existing farm roads as depicted in Exhibit
B.
3.4 Procedure to Construct Buildings and Other Improvements. The Grantor's rights to
construct or reconstruct /repair buildings and other improvements are described in
subparagraphs (a) through (e) below. Any construction or reconstruction not permitted
below is prohibited. Before undertaking any construction or reconstruction that requires
advance permission, the Grantor shall notify the Grantee and obtain written permission.
All construction or reconstruction is subject to Orange County zoning regulations and
must be consistent with permits required by and issued by Orange County under
applicable laws and ordinances for such construction activities. Any building that may be
constructed under this section may be repaired and replaced. Nothing in this section or
agreement shall abridge the Grantor's zoning and permit exemptions as a "bona fide
farm" under NCGS 153A -340.
Grantor further understands that the two (2) percent maximum impervious surface
limit set by the USDA Farm and Ranch Lands Protection Program disallows the
construction of any new structures or impervious roads or other improvements to the
Protected Property or replacement of said structures that would increase the total
impervious surface area above the two percent maximum. All permanent construction
and /or placement upon the Protected Property of any impervious surface must be
approved in writing by the Grantee to ensure the maximum impervious limit is not
exceeded.
a) Fences — Existing fences may be repaired and replaced, and new fences may be
built on the Protected Property for purposes of reasonable and customary
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management of livestock and wildlife or to fence off the perimeter of the
Protected Property without any further permission of the Grantee.
b) Paving and Road Construction - Construction and maintenance of unpaved
farm roads that may be reasonably necessary and incidental to carrying out the
improvements and uses permitted on the Protected Property by this Easement are
permitted. Such roads shall be located so as to minimize impact to prime and
unique soils on the Protected Property. No portion of the Protected Property
shall be paved or otherwise covered with concrete, asphalt, or any other
impervious paving material, without the advance written permission of the
Grantee.
c) Farm Structures & Improvements - New buildings, barns, sheds and other
structures and improvements to be used primarily for agricultural purposes,
including the processing or sale of farm products predominantly grown or raised
on the Protected Property may be built within the "Farmstead Areas" as shown
on Exhibit B, after written approval from the Grantee is obtained. The Grantee
shall give such approval within a reasonable time, unless it determines that the
proposed building, structure or improvement would exceed the total maximum
impervious surface restriction by the USDA Farm and Ranch Lands Protection
Program, significantly diminish or impair the Conservation Values of the
Protected Property or otherwise be inconsistent with the purposes of this
Easement. Existing buildings /barns /sheds and greenhouses as depicted in
Exhibit B may be repaired or reconstructed in accordance with all other
Easement provisions.
Any temporary structures proposed for locations outside the Farmstead Areas
shall be for agricultural purposes only and may only be erected with the advance
written permission of he Grantee. The Grantee shall give such permission within
a reasonable time and ensure the proposed temporary structures are erected in a
way that minimizes any negative impact to the soils, diminishes and /or in any
way is inconsistent with the Conservation Values of the Conservation Easement
Deed.
d) Farm Support Housing - No more than a total of one (1) new single -or multi-
family - dwelling to house farm tenants, employees or others engaged in
agricultural production or other farm support uses on the Protected Property may
be built on the Protected Property. The dwelling must be no greater than 1,500
square feet in floor size and shall be located within that area identified and
marked as the "Farmstead Area" identified on Exhibit B.
e) Single - Family Residential Dwellings - The Easement includes one (1) existing
single - family residential dwelling within the 3 -acre Farmstead Area envelope
shown on Exhibit -B. This residence may be renovated or enlarged so long as the
construction is first approved by the Grantee to determine that it does not exceed
the maximum impervious surface restriction designated by the USDA Farm and
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Ranch Lands Protection Program. The residential dwelling shall be no greater
than four thousand (4000) square feet, including heated and unheated space. All
residential structures and appurtenant structures such as garages and sheds shall
be contained in the Farmstead Area.
No additional single family residential dwelling may be built anywhere on the
Protected Property.
The land on which this residential dwelling stands may not be subdivided from
the Protected Property. Grantee's participation in or the signing of this Deed of
Easement in no way constitutes approval of the permitting of these residential
dwellings. All appurtenant structures shall be contained within the Farmstead
Area. Any septic system and field to provide for domestic effluent shall be
contained within the Farmstead Area. In the event that a suitable site for the
system and field cannot be located within the Farmstead Area, a suitable location
outside the Farmstead Area may be utilized with the written approval of the
Grantee and NRCS.
3.5. Recreational Improvements. Grantor expressly reserves the right to engage in low
impact non - developed recreational activities such as hunting, fishing, hiking, bird
watching, etc.; and to control access of all persons for the purpose of hunting and fishing,
hiking, bird watching, etc.; and to control access of all persons for the purpose of hunting
and fishing; provided that these activities do not impact the protection and conservation
of any animal habitat or other Conservation Values of the Protected Property
3.6. Utility Services, Septic Systems, and Fuel Storage. Installation, maintenance, repair,
replacement, removal and relocation of electric, gas, and water facilities, sewer lines
and /or other public or private utilities, including telephone or other communication
services over or under the Protected Property for the purpose of providing electrical, gas,
water, sewer, or other utilities to serve improvements permitted herein, and the right to
grant easements over and under the Protected Property for such purposes, is permitted.
Installation, maintenance, repair or improvement of a septic system) or other
underground sanitary system for the benefit of any of the improvements permitted herein,
is permitted. Above - ground storage tanks for fuels or any other materials for residential
or on -site agricultural use are permitted up to a maximum size of one thousand (1000)
gallons. Any such tanks are required to be located within the Farmstead Areas, shall be
constructed to minimize any pollution to land or water, and in accordance with applicable
local, state and federal laws and regulations. All other utilities are prohibited on the
Protected Property including, but not limited to, communication towers or structures.
Notwithstanding the previous sentence, with advance written permission from Grantee,
Grantor retains the right to construct a wind turbine or similar device for the purpose of
generating electricity to be used for the permitted improvements and farming operations
occurring on the Protected Property.
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3.7. Forest Management. Pursuant to a forest management plan trees may be removed,
cut and otherwise managed to control insects, for pasture restoration, for firewood and
other non - commercial uses, including construction of permitted improvements and fences
on the Protected Property. Trees may be planted, harvested and removed within the areas
identified and marked as "Farmstead Area" on Exhibit B without the advance written
permission of the Grantee.
Any other cutting, removal or harvesting of trees may be undertaken only under one
or both of the following conditions:
a) The purpose is for clearing land for cultivation or use by livestock.
b) The purpose is for commercial harvesting of trees if in accordance with the
Conservation Plan referenced in Section 4.5 herein and a forest management plan
that is consistent with the above - referenced Conservation Plan and prepared by a
professional forester approved by Grantee, such approval to not be unreasonably
withheld.
3.8. Water Rights. Grantor shall retain and reserve the right to use any appurtenant
water rights sufficient to maintain the agricultural productivity of the Protected Property.
Grantor shall not transfer, encumber, lease, sell or otherwise separate such water rights
from title to the Protected Property itself.
3.9. Land Application. The land application, storage and placement on the Protected
Property of domestic septic effluent and municipal, commercial or industrial sewage
sludge or liquid generated from such sources for agricultural purposes may be undertaken
only if in accordance with all applicable federal, state and local laws and regulations and
in accordance with the NRCS Conservation Plan. Spray irrigation of domestic septic
effluent to serve the Protected Property's dwelling(s) is prohibited.
3.10. Natural Resource Restoration and Enhancement Activities. Notwithstanding any
terms contained within this Easement, Grantor may engage or contract others to engage
in any activity designed to repair, restore, or otherwise enhance the natural resources
found or once present on the Protected Property, that are consistent with the Conservation
Values of this Easement and the Conservation Plan and subject to the written approval of
Grantee.
ARTICLE IV. ONGOING RESPONSIBILITY OF GRANTOR AND GRANTEE
Other than as specified herein, this Easement is not intended to impose any legal or
other responsibility on the Grantee or the United States, or in any way to affect any
existing obligation of the Grantor as owners of the Protected Property.
Due to the States' interest in this conservation easement other than as specified herein,
this Easement is not intended to impose any legal or other responsibility on the
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NCDA &CS, or in any way to affect any existing obligation of the Grantor as owners of
the Protected Property.
Among other things, this shall apply to:
4.1. Taxes. The Grantor shall continue to be solely responsible for payment of all taxes
and assessments levied against the protected Property. If the Grantee is ever required to
pay any taxes or assessments on their interest in the Protected Property, the Grantor shall
upon demand reimburse the Grantee for the same.
4.2. Upkeep and Maintenance. The Grantor shall continue to be solely responsible for
the upkeep and maintenance of the Protected Property, to the extent it may be required by
law. The Grantee and the United States shall have no obligation for the upkeep or
maintenance of the Protected Property.
Due to the State's interest in this conservation easement, NCDA &CS shall have no
obligation for the upkeep or maintenance of the Protected Property.
4.3. Transfer of Protected Property. The Grantor agrees to incorporate by reference the
terms of this Easement in any deed or other legal instrument by which they transfer or
divest themselves of any interest, including leasehold interests, in the Protected Property.
The Grantor shall notify the Grantee in writing at least thirty (30) days before conveying
the Protected Property, or interest therein. Failure of Grantor to do so shall not impair the
validity of this Easement or limit its enforceability in any way, nor shall any Grantor's
failure to comply with this section constitute a default under this Conservation Easement.
4.4. Transfer of Conservation Easement. Subject to the right of enforcement of the
United States as specified in Section 4.8 and other pertinent paragraphs herein, and with
timely written notice to and prior written approval of the United States, and subject to the
contingent rights of the State of North Carolina with timely written notice and approval
of the North Carolina Department of Agriculture and Consumer Services, the Grantee
shall have the right to transfer this Conservation Easement to any public agency or to any
private nonprofit organization approved by Grantor, such approval to not be unreasonably
withheld, that, at the time of transfer, is a qualified organization under 26 U.S.C. §170(h)
of the U.S. Internal Revenue Code, as amended, and under N.C.G.S. § §121 -34 et seq.,
provided the agency or organization expressly agrees to assume the responsibility
imposed on the Grantee by this Conservation Easement. As a condition of such transfer,
Grantee shall require that the conservation purposes intended to be advanced hereunder
shall be continued to be carried out. If the Grantee ever ceases to exist or no longer
qualifies under 26 U.S.C. §170(h) of the U.S. Internal Revenue Code, or applicable state
law, and the United States declines to exercise its contingent rights, a court with
jurisdiction may transfer this Conservation Easement to another qualified organization
having similar purposes that agrees to assume the responsibility imposed by this
Conservation Easement.
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Subject to the contingent rights of the State of North Carolina with timely written
notice and approval of the NCDA &CS, the Grantee shall have the right to transfer this
Conservation Easement to any public agency or private nonprofit organization that, at the
time of transfer, is a qualified organization under 26 U.S.C. Section 170(h) of the Internal
Revenue Code, as amended and under NCGS 121 -34 et. seq., provided the agency or
organization expressly agrees to assume the responsibility imposed on the Grantee by this
Conservation Easement. As a condition of such transfer, Grantee shall require that the
conservation purposes intended to be advanced hereunder shall be continued to be carried
out. If the Grantee ever ceases to exist or no longer qualifies under 26 U.S.C. Section
170(h) of the Internal Revenue Code, or applicable state law, then Grantee's rights and
obligations under this Easement shall become immediately vested in Orange County,
North Carolina. If Orange County, North Carolina shall refuse such rights and
obligations, then the rights and obligations under this Easement shall vest in such
organization as a court of competent jurisdiction shall direct pursuant to the laws of the
State of North Carolina and so long as the organization is qualified to hold conservation
easements under the applicable laws of the State of North Carolina and is a qualified
organization under I.R.C. Section 170(h).
4.5. Conservation Practices. As required by Section 1238I of the Food Security Act of
1985, as amended, the Grantors, their heirs, successors, or assigns, shall conduct
agricultural operations on the Protected Property in a manner consistent with a
Conservation Plan prepared by Grantor in consultation with NRCS and approved by the
Soil and Water Conservation District. This Conservation Plan shall be developed using
the standards and specifications of the NRCS Field Office Technical Guide and 7 CFR
Part 12 that are in effect on the date of execution of this Easement Deed. However the
Grantor may develop and implement a Conservation Plan that proposes a higher level of
conservation and is consistent with the NRCS Field Office Technical Guide standards
and specifications. NRCS shall have the right to enter upon the Protected Property, with
advance notice to the Grantor, in order to monitor compliance with the Conservation
Plan.
In the event of noncompliance with the Conservation Plan, NRCS shall work with the
Grantor to explore methods of compliance and give the Grantor a reasonable amount of
time, not to exceed twelve months, to take corrective action. If the Grantor does not
comply with the Conservation Plan, NRCS will inform the Grantee of the Grantor's non-
compliance. The Grantee shall take all reasonable steps (including efforts at securing
voluntary compliance and, if necessary, appropriate legal action) to secure compliance
with the Conservation Plan following written notification from NRCS that (a) there is a
substantial, ongoing event or circumstance of non - compliance with the Conservation
Plan, (b) NRCS has worked with the Grantor to correct such noncompliance, and (c)
Grantor has exhausted their appeal rights under applicable NRCS regulations.
If the NRCS standards and specifications for highly erodible land are revised after the
date of this Easement based on an Act of Congress, NRCS will work cooperatively with
the Grantor to develop and implement a revised Conservation Plan. The provisions of
this section apply to the highly erodible land conservation requirement of the Farm and
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
Ranch Lands Protection Program and are not intended to affect any other natural
resources conservation requirements to which the Grantor may be or become subject.
4.6. Inspection and Access. With reasonable advance notice to the Grantor or with the
Grantor's prior verbal consent, Grantee, its employees and agents and its successors and
assigns, shall have the right to enter the Protected Property for the purpose of inspecting
the Protected Property to determine whether the Grantor, its successors or assigns are
complying with the terms, conditions and restrictions of this Easement.
4.7. Enforcement. The Grantee shall have the primary responsibility for management
and enforcement of the terms of this Easement.
Due to the States' interest in this Conservation Easement, the Grantee shall have the
primary responsibility for the management and enforcement of the terms of this
Conservation Easement.
Grantee shall have the right to prevent violations and remedy violations of the terms of
this Easement through judicial action, which shall include, without limitation, the right to
bring proceedings in law or in equity against any party or parties attempting to violate the
terms of this Easement. Except when an ongoing or imminent violation could
irreversibly diminish or impair the Conservation Values of the Protected Property, the
Grantee shall give the Grantor written notice of the violation and thirty (30) days to cure
the violation, before commencing any legal proceedings. If a court with jurisdiction
determines that a violation may exist or has occurred, the Grantee may obtain an
injunction to stop the violation, temporarily or permanently. The Parties agree that a
court may issue an injunction or order requiring the Grantor to restore the Protected
Property to its condition prior to the violation, as restoration of the Protected Property
may be the only appropriate remedy. The failure of the Grantee to discover a violation or
to take immediate legal action shall not bar it from doing so at a later time. In any case
where a court finds no such violation has occurred, each party shall bear its own costs.
4.8 Rights of the United States. In the event that the Grantee fails to enforce any of
the terms of this Easement, as determined in the sole discretion of the Secretary of the
United States Department of Agriculture, the said Secretary of Agriculture and his or her
successors and assigns shall have the right to enforce the terms of this Easement through
any and all authorities available under federal or state law.
In the event that the Grantee fails to enforce any of the terms of this Conservation
Easement, as determined in the discretion of the NCDA &CS, the said Commissioner of
Agriculture and their successors and assigns shall have the right to enforce the terms of
this Conservation Easement through any and all authorities available under the federal or
state law.
4.9. Rights of Enforcement. Under this Easement, the United States is granted the right
of enforcement in order to protect the public investment. The Secretary of the United
States Department of Agriculture (the Secretary) or his or her assigns, on behalf of the
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United States, may exercise this right of enforcement under any authority available under
State or Federal law if the Black Family Land Trust fails to enforce any of the terms of
this Easement, as determined in the sole discretion of the Secretary.
The United States and the State of North Carolina shall have the right to recover
any and all administrative and legal costs from the Grantee, including attorney's fees or
expenses associated with any enforcement or remedial action as it relates to the
enforcement of this Conservation Easement.
In the event that Grantee attempts to terminate, transfer, or otherwise divest itself
of any rights, title, or interests of this Easement without the prior written consent of the
Secretary of the USDA and payment of consideration to the United States, then, at the
option of such Secretary, all right, title, and interest in this Easement shall become vested
in the UNITED STATES OF AMERICA.
Additionally, in the event that Grantee fails to enforce any of the terms of this
Conservation Easement, as determined in the sole discretion of the Commissioner of
Agriculture for North Carolina, the said Commissioner of Agriculture and his or her
successors and assigns shall have the right to enforce the terms of the Conservation
Easement through any and all authorities available under Federal or State law. In the
event that Grantee attempts to terminate, transfer, or otherwise divest itself of any rights,
title, or interests of this Conservation Easement without the prior consent of the
Commissioner of Agriculture and payment of consideration to the State of North
Carolina, then, at the option of the Commissioner of Agriculture, all right, title, and
interest in this Conservation Easement shall become vested in the State of North
Carolina.
ARTICLE V. REPRESENTATIONS OF THE PARTIES
5.1. Grantor's Title Warranty. The Grantor covenants and represents that the Grantor
is the sole owner and is seized of the Protected Property in fee simple and has good right
to grant and convey this Easement; that the Protected Property is free and clear of any
and all encumbrances, including but not limited to, any mortgages not subordinated to
this Easement, and that the Grantee shall have the use of and enjoy all the benefits
derived from and arising out of this Conservation Easement subject to existing easements
for roads and public and private utilities. Grantor further warrants that they have
disclosed any encumbrances on the Protected Property to the Commissioner of
Agriculture for North Carolina and hereby promises to defend the same against all claims
that may be made against it.
5.2. Grantor's Environmental Warranty. Grantor warrants that Grantor is in
compliance with and shall remain in compliance with, all applicable Environmental
Laws. Grantor warrants that there are no notices by any governmental authority of any
violation or alleged violation of any and all encumbrances, including but not limited to,
any mortgages not subordinated to this Easement, and that the Grantee shall have the use
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of and enjoy all the benefits derived from and arising out of this Easement subject to
existing easements for roads and public and private utilities.
Grantor further warrants that Grantor has no actual knowledge of a release or
threatened release of Hazardous Materials on, at beneath or from the Protected Property.
Moreover Grantor hereby promises to hold harmless and indemnify the Grantee and the
United States against all litigation, claims, demands, penalties and damages, including
reasonable attorneys' fees, arising from or connected with the release or threatened
release of any Hazardous Materials on, at, beneath or from the Protected Property, or
arising from or connected with a violation of any Environmental Laws by Grantor or any
other prior owner of the Protected Property. Grantor's indemnification obligation shall
not be affected by any authorizations provided by Grantee to Grantor with respect to the
Protected Property or any restoration activities carried out by Grantee at the Protected
Property; provided, however, that Grantee shall be responsible for any Hazardous
Materials contributed after this date to the Protected Property, respectively by Grantee.
Due to the States' interest in this Conservation Easement, the Grantor hereby
promises to hold harmless and indemnify the NCDA &CS against all litigation, claims,
demands, penalties and damages, including reasonable attorneys' fees, arising from or
connected with the release or threatened release of any Hazardous Materials on, at,
beneath or from the Protected Property, or arising from or connected with a violation of
any Environmental Laws by Grantor or any other prior owner of the Property.
"Environmental Law" or "Environmental Laws" means any and all Federal, state,
local or municipal laws, rules, orders, regulations, statutes, ordinances, codes, guidelines,
policies or requirements of any governmental authority regulating or imposing standards
of liability or standards of conduct (including common law) concerning air, water, solid
waste, hazardous materials, worker and community right -to -know, hazard
communication noise, radioactive material, resource protection, subdivision, inland
wetlands and watercourses, health protection and similar environmental health, safety,
building and land use as may now or at any time hereafter be in effect.
"Hazardous Materials" means any petroleum, petroleum products, fuel oil, waste
oils, explosives, reactive materials, ignitable materials, corrosive materials, hazardous
chemicals, hazardous wastes, hazardous substances, extremely hazardous substances,
toxic substances, toxic chemicals, radioactive materials, infectious materials and any
other element, compound, mixture, solution or substance which may pose a present or
potential hazard to human health or the environment.
5.3. Liability and Indemnification. Grantor agrees to indemnify and hold the Grantee
and the United States harmless from any and all costs, claims or liability, including but
not limited to reasonable attorneys' fees arising from any personal injury, accidents,
negligence or damage relating to the Protected Property, or any claim thereof, unless due
to the negligence of Grantee or its agents, in which case liability shall be apportioned
accordingly. Grantor is responsible for obtaining liability insurance covering the
Protected Property with limits deemed necessary by Grantor, in its sole discretion.
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Grantor shall indemnify and hold harmless the United States, its employees,
agents, and assigns for any and all liabilities, claims, demands, losses, expenses,
damages, fines, fees, penalties, suites, proceedings, actins, and costs of actions, sanctions
asserted by or on behalf of any person or governmental authority, and other liabilities
(whether legal or equitable in nature and including, without limitation, court costs, and
reasonable attorneys' fees and attorneys' fees on appeal) to which Grantee may be
subject or incur relating to the Protected Property, which may arise from, but are not
limited to, Grantor's negligent acts or omissions or Grantor's breach of any
representation, warranty, covenant agreements contained in this Easement, or violations
of any Federal, State, or local laws, including all Environmental Laws. Grantor is
responsible for obtaining liability insurance covering the Protected Property with limits
deemed necessary by Grantor, in its sole discretion.
Due to the States' interest in this conservation Easement, Grantor agrees to
indemnify and hold Grantee and the State of North Carolina harmless from any and all
costs, claims or liability, including but not limited to reasonable attorney fees arising
from any personal injury, accidents, negligence or damage relating to the Protected
Property, or any claim thereof, unless due to the negligence of the Grantee or its agents,
in which case liability shall be apportioned accordingly.
ARTICLE VI MISCELLANEOUS
6.1. Recording. Grantee shall record this instrument in a timely fashion in the official
record of Orange County, North Carolina, and may re- record it at any time as may be
required to preserve the rights of the Grantee and the United States under this Easement.
Due to the States' interest in this Conservation Easement, Grantee shall record this
instrument in a timely fashion in the official record of Orange County, North Carolina,
and may re- record it at any time as may be required to preserve the rights of the Grantee
and the NCDA &CS, under this Easement.
6.2. Survival of Terms/Merger of Fee and Easement. The Grantor and Grantee agree
that the terms of this Easement shall survive any merger of this fee and easement interest
in the Protected Property. In the event the Grantee becomes owner of the Protected
Property, or any portion thereof, Grantee shall transfer any right title and interest in this
Easement to a third party in accordance with Section 4.4.
6.3. Amendment of Easement. This easement may be amended only with the prior
written consent of the Grantee and the Grantor. Any such amendment shall be consistent
with Section 1.1., "Statement of Purpose" and with the Grantee's Easement amendment
policies, and shall comply with 26 U.S.C. §170(h) of the Internal Revenue Code or any
regulations promulgated in accordance with that section. Any such amendment shall be
duly recorded in the Orange County Registry. Grantee must provide to NRCS timely
notice in writing of the proposed amendment prior to signing and recordation. No
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substantive amendment shall be made and recorded without the express written approval
of NRCS.
Due to the State's interest in the Conservation Easement, the Grantee must provide
NCDA &CS timely notice in writing of the proposed amendment prior to signing and
recordation and, must receive written consent prior to awarding the easement.
6.4. Procedure in the Event of Termination of Conservation Easement. If it determines
that conditions on or surrounding the Protected Property change so much that it becomes
impossible to fulfill the conservation purposes of this Easement, a court with jurisdiction
may, at the joint request of both the Grantor and the Grantee and with prior written
consent of the United States as provided herein, terminate or modify the Easement
created by this Easement in accordance with applicable state law.
Due to the State's interest in the Conservation Easement, prior written consent
must be provided to NCDA &CS prior to termination or modification of the Easement
created by this Easement in accordance with applicable state law.
If the Easement is terminated and the Protected Property is sold then as
required by Section 1.1 70A -14(g) (6) of the IRS regulations, the Grantee and the
NC ADFPT Trust Fund shall be entitled to recover the proceeds of the conservation
easement based on the appraised fair market value of the conservation easement at
the time the easement is extinguished or terminated, subject to any applicable law
which expressly provides for a different disposition of the proceeds. The United
States shall receive, at the time the Conservation Easement is extinguished or
terminated, its share of the Conservation Easement based on the appraised fair
market value of the Conservation Easement at the time the Conservation Easement
is extinguished or terminated. The United States' share shall be proportionate to its
percentage of its original investment. The Grantee, the United States of America,
and the NC ADFP Trust Fund shall divide their proportionate share as follows:
20.5% to the United States, 20.7% to North Carolina Department of Agriculture
and Consumer Services (NC ADFP Trust Fund), and 13.6% to Orange County,
North Carolina.
6.5. Procedure in the Event of Condemnation or Eminent Domain. Grantors and
Grantee recognize that the sale of this Easement, or any part thereof, gives rise to a
property right, immediately vested in the Grantee and the United States, with a fair
market value equal to the proportionate value that the Easement bears to the value of the
Protected Property prior to the restrictions imposed by the Easement. Accordingly, if any
condemnation or eminent domain action shall be taken, on all or part of the Protected
Property, by any authorized public authority, said authority shall be liable to the Grantee
for the value of the property right vested in the Grantee at the time of the signing of this
Easement. Due to the federal interest in this Deed, the United States must consent to any
such condemnation action. Due to the states' interest in this conservation easement,
NCDA &CS must consent to any such condemnation action.
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
If condemnation or a taking by eminent domain of a part of the Protected Property
or the entire Protected Property by a public authority renders it impossible to fulfill any
of the conservation purposes of this Easement on all or part of the Protected Property, the
Easement may be terminated through condemnation proceedings. If the Easement is
terminated and any or all of the Protected Property is sold or taken for public use, then, as
required by Treas. Reg. 1.170A- 14(g)(6), the Grantee shall be entitled to proportionate
value of the Easement, which has been predetermined as the Protected Property's
unrestricted value, subject to any applicable law which expressly requires for a different
disposition of the proceeds. The Grantee shall use its proceeds consistently with the
general conservation purposes of this Easement.
The United States shall receive, at the time the Conservation Easement is
extinguished or terminated, its share of the Conservation Easement based on the
appraised fair market value of the Conservation Easement at the time the
Conservation Easement is extinguished or terminated. The United States' share
shall be proportionate to its percentage of its original investment. NCDA &CS, and
the Grantee shall receive their proportional share of the Easement value at the time
of termination. Those proportional shares of the Conservation Easement are as
follows: 20.5% to the United States, 20.7% to the North Carolina Department of
Agriculture and Consumer Services, and 13.6% to Orange County, North Carolina.
All termination - related or condemnation - related expenses incurred by the Grantor
and the Grantee shall be paid out of any recovered proceeds prior to distribution of the
net proceeds as described herein.
6.6. Interpretation. This Easement shall be interpreted under the laws of the State of
North Carolina and the United States of America, resolving any ambiguities and
questions of the validity of specific provisions so as to give maximum effect to its
conservation purposes.
6.7. Perpetual Duration, Severability. The Easement created by this Deed shall be a
servitude running with the land in perpetuity. Every provision of this Deed that applies to
the Grantor or the Grantee shall also apply to their respective agents, heirs, Executors,
administrators, assigns, and all other successors as their interests may appear. Invalidity
of any of the covenants, terms or conditions of his Easement, or any part thereof by court
order or judgment shall in no way affect the validity of any of the other provisions hereof
which shall remain in full force and effect.
6.8. Subsequent Liens on Protected Property. No provision of this Easement should be
construed as impairing the ability of Grantor to use the Protected Property as collateral
for subsequent borrowing. Any such liens shall be and remain subordinate to this
Easement.
6.9. Subsequent Easements /Restrictions on the Protected Property. The grant of any
easements or use restrictions that might diminish or impair the agricultural viability or
productivity of the Protected Property or otherwise diminish or impair the Conservation
20
026
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
Values of the Protected Property is prohibited. Any such easements or restrictions shall
be subordinated to this Easement.
6.10. Parties in Interest. If the Grantors are multiple parties in interest or a trust, all
signatures obtained must be by authorized officers or parties.
6.11. Obligations. Other than as specified herein, this Conservation Easement does not
impose any legal or other responsibility on the Grantee, the United States, the State of
North Carolina, or Orange County.
6.12 Notices. Any notices required by this Conservation Easement shall be in writing
and shall be personally delivered or sent by first -class mail to the Grantor, Grantee,
NCDA &CS, Orange County, and the United States, respectively, at the following
addresses, unless a party has been notified in writing by the other of a change of address:
To the Grantor: To the Grantee: To the United States:
Joseph and Jettelean Thompson Black Family Land Trust State Conservationist
5919 Allie Mae Road PO Box 2087 4407 Bland Rd., Suite 117
Cedar Grove, NC 27231 Durham, NC 27702 Raleigh, NC 27609
To the North Carolina Department of Agriculture and Consumer Services:
NC ADFP Trust Fund
2 West Edenton Street
Raleigh, NC 27601
To Orange County, North Carolina:
Department of Environment, Agriculture, Parks and Recreation
P.O. Box 8181
Hillsborough, NC 27278
6.13. Approval by Grantee. In any case where the terms of this Easement require the
approval of the Grantee, unless otherwise stated herein, such approval shall be requested
in writing to the Grantee, the United States, and NCDA &CS if required, in accordance
with Section 6.10. In any provision of this Easement in which the Grantor is required to
provide advance notice to the Grantee of any activity on the Protected Property, such
notice shall be given not less than thirty (30) calendar days prior to the planned
commencement of the activity. If the Grantee's approval is required, such approval shall
be deemed withheld /disapproved unless Grantee provides to the Grantor written notice of
approval within 30 calendar days of receipt of said request. If Grantor has received no
response after said 30 calendar days, Grantor may send a second written notice to
Grantee requesting a statement of the reasons for the disapproval and the Grantee shall
respond within 30 calendar days with an explanation for the specific reasons and basis for
its decision to disapprove.
6.14. Entire Agreement. This instrument sets forth the entire agreement of the Parties
with respect to the Easement and supersedes all prior discussions, negotiations,
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2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
understandings or agreements relating to the Easement. If any provision is found to be
invalid, the remainder of the provisions of this Easement, and the application of such
provision to persons of circumstances other than those as to which it is found to be
invalid, shall not be affected thereby.
TO HAVE AND TO HOLD this Deed of Conservation Easement unto Grantee, their
successors and assigns, forever.
IN WITNESS WHEREOF, the Grantor and Grantee, intending to legally bind
themselves, have set their hands on the date first written above.
GRANTOR:
IC
I
JOSEPH A. THOMPSON
JETTELEAN THOMPSON
ACKNOWLEDGMENT OF GRANTOR:
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
(SEAL)
(SEAL)
I , a Notary Public in and for the aforesaid County
and State, do hereby certify that Joseph A. Thompson and Jettelean Thompson personally
appeared before me this day and acknowledge the due execution of the foregoing
instrument.
Witness my hand and notarial seal this day of , 20
Notary Public
My commission expires:
22
(stamp)
027
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
ACKNOWLEDGEMENT OF ACCEPTANCE BY GRANTEE
GRANTEE: BLACK FAMILY LAND TRUST, INC.
LOW
NORTH CAROLINA
COUNTY OF
I, , A Notary Public of
County, North Carolina do hereby certify that Ebonie Alexander personally appeared
before me this day and acknowledged that she is the Executive Director of the Black
Family Land Trust, Inc. and that by such authority acknowledged that due execution of
the foregoing instrument on behalf of the Black Family Land Trust, Inc.
Witness my hand and official stamp or seal this day of , 20
Notary Public
My commission expires:
23
(stamp)
028
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
ACKNOWLEDGEMENT OF ACCEPTANCE BY BACK -UP GRANTEE
ORANGE COUNTY, NORTH CAROLINA
R-M
Bernadette Pelissier, Chair
Orange County Board of Commissioners
ATTEST:
UOIN
Donna S. Baker, Clerk to the Board of Commissioners
NORTH CAROLINA
COUNTY OF ORANGE
I, , a Notary Public of Orange County, North Carolina do hereby
certify that Donna S. Baker personally appeared before me this day and acknowledged
that she is Clerk to the Board of Commissioners for Orange County, North Carolina and
that by authority duly given and as the act of Orange County, North Carolina the
foregoing instrument was signed in its name by the Chair of the Orange County Board of
Commissioners, and attested by her as Clerk to said Board of Commissioners.
Witness my hand and official stamp or seal this day of , 2012.
Notary Public
My commission expires:
24
(stamp)
029
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
ACCEPTANCE OF PROPERTY INTEREST BY THE NATURAL RESOURCES
CONSERVTION SERVICE ON BEHALF OF THE UNITED STATES OF
AMERICA
The Natural Resources Conservation Service, an agency of the United States
Government, hereby accepts and approves the foregoing Conservation Easement, and the
rights conveyed therein, on behalf of the United States of America.
By:
J. B. Martin, Jr.
State Conservationist
NORTH CAROLINA
COUNTY OF WAKE
I, , Notary Public of Wake County, North
Carolina, do hereby certify that , personally appeared
before me and acknowledged that due execution of the foregoing instrument on behalf of
the Natural Resources Conservation Service.
Witness my hand and official stamp or seal this day of , 20
Notary Public
My commission expires:
(Official Seal)
25
030
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
ACCEPTANCE OF PROPERTY INTEREST BY THE NORTH CAROLINA
DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES ON BEHALF
OF THE STATE OF NORTH CAROLINA
The North Carolina Department of Agriculture and Consumer Services, an agency of the
state of North Carolina, hereby accepts and approves the foregoing Conservation
Easement, and the rights conveyed therein, on behalf of the State of North Carolina.
LIM
Delmar D. Steinbock
NC Department of Agriculture and Consumer Services
NORTH CAROLINA
COUNTY OF WAKE
I, , Notary Public of Wake County, North
Carolina, do hereby certify that , personally appeared
before me and acknowledged that due execution of the foregoing instrument on behalf of
the North Carolina Department of Agriculture and Consumer Services.
Witness my hand and official stamp or seal this day of , 20
Notary Public
My commission expires:
(Official Seal)
26
031
032
2012- 08- 14.THOMPSON.Conservation Easement Deed DRAFT
EXHIBIT A
LEGAL DESCRIPTION OF EASEMENT AREA
BEGINNING on the SW control corner on the right of way boundary
of N.C.S.R. 1363, known as Allie Mae Road, and from said
BEGINNING running N 16 -38 -43 E 473.77 feet, thence N 23 -22 -49 E
44.94 feet, running thence N 20 -59 -43 E 538.44 feet, running thence N
25 -42 -00 E 407.70 feet to a corner iron pipe, running thence S 86 -58-
53 E 1132.43 feet, running to an iron stake set where two bent iron
pipes were found and remains as accessories, thence S 86 -51 -48 E
774.78 feet to a corner, thence running along a curve to the right along
S.R. 1362 bearing S 41 -15 -42 W, a distance of 116.26 feet to an iron
pin set, thence running along a curve to the left along S.R. 1362 bearing
S 39 -33 -46 W, a distance of 191.09 feet to an iron pin set, running
thence to N 72 -34 -57 W 225.06 feet, thence N 87 -24 -00 W 39.39 feet,
thence S 66 -15 -28 W 114.50 feet, thence S 20 -52 -59 W 148.80 feet,
thence S 75 -35 -58 E 304.58 feet to an iron pin set, thence running S 31-
15-21 W 147.88 feet to an iron pin set, thence running along a curve to
the right bearing S 39 -41 -27 W 199.50 feet to a corner iron pin set,
thence running N 56 -44 -18 W 260.34 feet, S 20 -33 -13 W 100.00 feet, S
73 -37 -27 W 302.77 feet to an iron pipe, running thence N 17 -54 -07 W
76.59 feet, thence S 73 -46 -02 W 225.62 feet, thence S 16 -13 -58 E
255.15 feet to an iron pin set at the right of way of S.R. 1362, thence,
running along a curve S 72 -45 -10 W, a distance of 413.95 feet, thence
S 71 -54 -25 W 373.38 feet, thence running along a curve bearing S 78
24 -37 W 205.00 feet, thence along a curve bearing N 88 -39 -03 E
117.98 feet, and thence along a curve bearing S 86 -42 -29 E 68.50 feet
to the BEGINNING.
27
033
2012-08-14.THOMPSON.Conservation Easement Deed DRAFT
CY. 'h
_ Exhibit 8
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Aerial Map
Thompson Farm Conservation Easement
40 Acres o 4175 In 359 Feet
LC9end
Thompson ease+nent Mundasy 40 Acres Farmstead Area 1 = 1.34 acres
$Npams
Parcel bwndwy Farmstead Area,2 =0.31 acre �RC�
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2000orhaphco 0 Farmstead Areas(3 total) Farmstead Area 3 =0.88 acre
28