HomeMy WebLinkAboutAgenda - 11-16-2004-6aORANGE COUNTY
BOARD OF COUNTY COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 16, 2004
Action Agenda
Item No. 6 - 4
SUBJECT: Resolution of Approval and Acceptance of Grant —Agricultural Conservation
Easement with Ira and Hazel Ward
DEPARTMENT: Environment and Resource PUBLIC HEARING: (Y /N) No
Conservation
ATTACHMENT
Resolution of Approval
Site Map
Draft Conservation Easement
INFORMATION CONTACT:
David Stancil, 245 -2590
Rich Shaw. 245 -2591
TELEPHONE NUMBERS:
Hillsborough
732 -8181
Chapel Hill
968 -4501
Durham
688 -7331
Mebane 336- 227 -2031
PURPOSE: To consider a resolution to approve the acceptance by Orange County of a
agricultural conservation easement from Ira and Hazel Ward, and acceptance of a grant from
the federal Farm and Ranch Land Protection Program.
BACKGROUND: The acquisition of agricultural conservation easements to help preserve
prime farmland in Orange County is a longstanding goal of the Board of Commissioners, and
is a priority of the Lands Legacy Program. Since completing the County's first agricultural
conservation easement in 2001, Orange County has protected 473 acres of prime farmland
and riparian buffers with conservation easements.
In July 2002, Orange County, in cooperation with the Orange NRCS /Soil and Water
Conservation Office, applied for matching funds from the federal Farm and Ranch Land
Protection Program to purchase non- agricultural development rights for three farms — one of
which is owned by Ira and Hazel Ward. Market appraisals were conducted to determine the
purchase price for the easements. Grant funds totaling $784,155 for the three farms were
awarded in September 2002. Of that total, $210,750 was allocated to the Ward farm. The
remaining grant funds were used to acquire easements on the Walters and Cheek farms.
The Wards raise beef cattle and row crops on farmland they have owned for 45 years. The
farm is on two sides of Ira Road (Cheeks Township), and is situated on a ridge that
separates the Upper Eno and Back Creek watersheds. The farm is divided into four adjacent
tracts, each tract owned by one of the Ward children. The parents (Ira and Hazel) have a life
estate over the entire farm, which they manage with assistance from their son Johnny.
ERCD Staff and the County Attorney have worked with the Wards to prepare an easement
document that meets the family's needs and the County's interests. The easement would
permanently protect 112 acres of the 120 -acre farm. All future non - agricultural development
rights would be purchased and extinguished through the easement. The easement also
conforms to federal guidelines pursuant to the federal Farm and Ranch Land Protection
Program. A copy of the draft easement is attached.
Easement monitoring will be accomplished by ERCD staff on an annual basis, until such time
as the Board of Commissioners and the Soil and Water Board of Supervisors may enter into
a memorandum of agreement for the easement monitoring to be accomplished by the
Orange Soil and Water /NRCS staff.
FINANCIAL IMPACT: The cost of the easement purchase is $433,200 or $3,868 per acre.
Including closing and other transaction costs, the total cost of the project is approximately
$444,750, with $210,750 of this amount to be reimbursed by the federal Farm and Ranch
Land Protection Program. The County's share of the cost (approximately $234,000) would
come from the $1,000,000 in alternative financing approved by the Board of Commissioners
in FY 2002 -03, and in accordance with the Conservation Easement Capital Project
Ordinance approved by the Board on March 24, 2003. The Budget office will bring a Capital
Project Ordinance forward in an upcoming budget amendment abstract.
RECOMMENDATIONS: The Manager recommends that the Board:
Adopt the resolution approving the acceptance by Orange County of the conservation
easement and authorize the Chair and the Clerk to sign the conservation easement
agreement, subject to final review by staff and County Attorney, with a closing and
recordation of the document expected to occur by December 31, 2004, and
2. Authorize the County acceptance of the $210,750 grant award for the Ward easement.
ORANGE COUNTY BOARD OF COMMISSIONERS
RESOLUTION
Approval of Agricultural Conservation Easement between
Orange County and Ira and Hazel Ward
WHEREAS, Orange County has an adopted goal promoting the preservation of farmland in
the County; and
WHEREAS, agriculture in Orange County is an important facet of the economy and way of
life in the County; and
WHEREAS, one component of the Lands Legacy Program is the acquisition of conservation
easements on prime or threatened farmland within water supply watersheds; and
WHEREAS, the Ward farm includes 112 acres in the Upper Eno and Back Creek protected
watersheds, consists of a majority of prime soils, and is located in an agricultural community
with access to farm markets; and
WHEREAS, a grant in the amount of $210,750 was awarded to Orange County from the
federal Farm and Ranch Land Protection Program to protect the future of this farm with an
agricultural conservation easement; and
WHEREAS, a conservation easement on 112 acres of this farm provides a win -win scenario -
ensuring the preservation of this farmland for future generations and providing return on the
property for the Ward family:
NOW, THEREFORE, BE IT RESOLVED that the Orange County Board of Commissioners
does hereby 1) accept on behalf of Orange County the agricultural conservation easement to
protect prime farmland owned by Ira and Hazel Ward; 2) approve the execution of this
conservation easement agreement with Ira and Hazel Ward, in accordance with the terms of
the proposed easement agreement, subject to final review by staff and the county attorney;
and 3) authorize the Chair and the Clerk to sign the easement agreement on behalf of the
Board, with a closing to occur on or about December 31, 2004.
This the 16th day of November, 2004,
Barry Jacobs, Chair
Orange County Board of Commissioners
Donna Baker, Clerk to the Board
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This instrument prepared by and return to: Geoffrey E. Gledhill, Coleman, Gledhill, Hargrave & Peek, PC,
P.O Drawer 1529, Hillsborough, NC 27278
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
WARRANTY
DEED OF AGRICULTURAL CONSERVATION EASEMENT
This Deed of Agricultural Conservation Easement ( "Conservation Easement') is granted
on this _ day of 2004, by .JOHN IRA WARD, JR. and HAZEL J. WARD,
husband and wife, having an address of 1515 Ira Road, Efland, NC 27243, PEGGY and MARK
MAJORS, wife and husband, having an address of 201 Ward Street, Graham, NC 27253,
DONNA and DAVID FRANCIS, wife and husband, having an address of 121 Normandale
Drive, Cary, NC 27513, SANDRA and JOHN HANNON, wife and husband, having an address
of 3601 Memory Lane, Raleigh, NC 27604, and JOHN IRA WARD, III and JENELL WARD,
husband and wife, having an address of 4710 High Rock Road, Efland, NC 27243 (referred to as
"Grantors "), to ORANGE COUNTY, NORTH CAROLINA, having an address of Post Office
Box 8181, Hillsborough, NC 27278 (referred to as "Grantee ").
Grantors are the sole owners in fee simple, of certain farm Property, more particularly
described in Exhibit A, attached hereto and incorporated herein (the "Property "), which consists
of approximately 112 acres of land, located in Cheeks Township, Orange County, North Carolina
and identified as Tracts #1 - #4 on the plat of property titled "Property of John Ira Ward, .Jr. ",
prepared by John C. Atkins, P.L.S., which plat is recorded at Plat Book _, Page _, Orange
County Registry (PIN 9845 -09 -0989, PIN 9846 -10 -2834, PIN 9845 -19- 2937, PIN 9845 -29-
9829), The Property includes buildings and other improvements, which are shown on Exhibit B,
attached hereto and incorporated herein.
The Property consists primarily of'productive agricultural land. The majority of the soils
on the Property have been classified as "prime" or "statewide important' soils by the Natural
Resources Conservation Service, United States Department of Agriculture (also referred to as
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"NRCS" or "the United States"). It is the primary purpose of this Conservation Easement to
protect the agricultural soils and agricultural viability and productivity of the Property.
The Property also includes outstanding woodland and riparian habitats for a variety of
wildlife species of importance to the Grantors, the people of Orange County and the people of
North Carolina. Intermittent streams flow through the Property on their way to where they
eventually flow into Back Creek and the Eno River, sources of drinking water for residents of
both Orange and Alamance counties. The entire property is within either the Back Creek
Protected Watershed or Upper Eno Protected Watershed. It is a secondary purpose of this
Conservation Easement to protect these natural and wildlife habitat resources.
The agricultural resources, including the protection of soils, and natural, wildlife habitat,
and scenic resources of the Property to be preserved by this Conservation Easement are
collectively referred to as the 'conservation values" of the Property.
The specific conservation values of the Property and its current use and state of
improvement are described in a Baseline Report prepared by the Grantee with the cooperation of
the Grantors, and acknowledged by both parties to be accurate as of the date of this Conservation
Easement. This Report may be used by the Grantee to document any future changes in the use or
character of the Property in order to ensure the terms and conditions of this Conservation
Easement are fulfilled. This Report, however, is not intended to preclude the use of other,
evidence to establish the present condition of the Property if there is a controversy over its use.
The Grantors and Grantee have copies of this Report, and said report will remain on file at the
office of the Orange County Environment and Resource Conservation Department.
The Grantors and Grantee agree that the current agricultural use of, and improvements to,
the Property are consistent with the conservation purposes of this Conservation Easement.
The Grantors intend that the conservation values of the Property be preserved and
maintained, and further; Grantors intend to convey to Grantee the right to preserve and protect
the agricultural and other conservation values of the Property in perpetuity.
The conservation purposes of this Conservation Easement are recognized by, and the
grant of this Conservation 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 United
States Department of Agriculture, Natural Resources Conservation Service, 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) 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
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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;"
(3) 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;"
(4) The Uniform North Carolina Conservation and Historic Preservation Agreements Act,
North Carolina General Statute 121 -34 et seq., which provides that conservation agreements are
"interests in land" which may be effective "perpetually;" which provides for the enforceability of
restrictions, easements, covenants or conditions ".- appropriate to retaining 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;"
(5) 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;
(6) 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;
(7) The special use assessment of farm and forestland as set forth in North Carolina
General Statute 105 -277.2 et seq.; and
(8) The zoning of the Property by Orange County as Agricultural Residential.
Grantors and Grantee have the common purpose of protecting the above - described
conservation values and current condition of the Property and preventing conversion of the
Property to nonagricultural uses and Grantors agree 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 Orange
County Soil and Water Conservation District;
The Grantee is a body politic existing under Chapter 153A of the North Carolina General
Statutes, and is qualified to hold Conservation Easements under the applicable laws of the State
of North Carolina;
NOW, THEREFORE, for the reasons given and other good and valuable consideration,
and in consideration of the mutual covenants, terms, conditions and restrictions contained herein,
the Grantors hereby grant and convey unto Grantee a Conservation Easement, of the nature and
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character and to the extent hereinafter set forth, in respect to the Property as described in Exhibit
A;
forth:
The terms, conditions and restrictions of the Conservation Easement are as hereinafter set
Gantt of Agricultural Conservation Easement
Grantors hereby voluntarily grant and convey to the Grantee, and the Grantee hereby
voluntarily accepts, a perpetual Agricultural Conservation Easement in the Property, which
easement is an immediately vested interest in real property the nature and character described
herein. Grantors promise that they will not perform, nor knowingly allow others to perform, any
act on or affecting the Property that is inconsistent with the covenants herein.. Grantors authorize
the Grantee to enforce these covenants in the manner described below.
Grantors hereby voluntarily grant and convey to the Grantee all development rights for
the Property, except as otherwise reserved and provided by the terms of this Conservation
Easement, that are now or hereafter inherent in the Property. The parties agree that such
development rights are terminated and extinguished, and may not be used on or used or
transferred to any other property adjacent or otherwise, nor used for the purpose of calculating
permissible lot yield of the Property or any other property.
2, Statement of Purpose
It is the primary purpose of this Agricultural Conservation Easement to enable the
Property to remain in agricultural use by preserving and protecting its agricultural soils and
agricultural viability and productivity. Except as specifically permitted herein, no activity that
would impair the actual or potential agricultural use of the Property shall be permitted. To the
extent that the preservation and protection of the natural, historic, recreational, habitat or scenic
values referenced in this Conservation Easement are consistent with the primary purposes stated
above, it is within the purpose of this Conservation Easement to also protect those values, and no
activity that would significantly impair those values shall be permitted.
This Conservation Easement shall be perpetual. It is an easement in gross, runs with the
land and is enforceable by Grantee against the Grantors, their, representatives, heirs, successors
and assigns, lessees, agents, and licensees.
3. Rights and Responsibilities Retained by Grantors
Subject to the terms and restrictions hereof, the Grantors reserve to and for themselves
and their successors the right to quiet enjoyment of the Property and the right to partake in
passive recreation on the Property. The Grantors reserve to and for themselves and their
successors all customary rights and privileges of ownership, including the rights to sell, lease,
and devise the Property provided such transaction is subject to the terms of this Conservation
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Easement and written notice is provided to Grantee, together with any rights not specifically
prohibited by or limited by this Conservation Easement, and consistent with this Conservation
Easement. Unless otherwise specified below, nothing in this Conservation Easement shall
require the Grantors to take any action to restore the condition of the Property after any Act of
God or other event over which they had no control. Grantors understand that nothing in this
Deed relieves them of any obligation or restriction on the use of the Property imposed by law.
4. Right to Farm
Grantors retain the right to farm, or to permit others to farm the Property, consistent with
the conservation values of the Property and in accordance with applicable local, state and federal
laws and regulations.
Subject to the terms of this Agricultural Conservation Easement, farming, grazing,
horticultural 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 Paragraph 9 of this Conservation Easement.
Cattle and other livestock are allowed to exist and to graze on the Property, except within
a 30 -foot stream buffer —the location of which is identified and marked on Exhibit B, attached
hereto and incorporated herein. Exhibit B is a copy of a GIS rendering of the Property, the
original of which will be maintained with the Baseline Report at the office of the Orange County
Environment and Resource Conservation Department. Fencing intended to keep cattle and other
livestock out of the 30 -foot stream buffer shall be installed no later than six months after the
signing of this Conservation Easement.
Right to Privacy
Grantors retain the night to privacy and the right to exclude any member of the public
from trespassing on the Property, This Conservation Easement does not create any rights of the
public in, on or to the Property.
G. Right to Use the Property, for Customary Rural Ente?pii.ses
Grantors retain the right to use the portion of the Property within the "Farmstead Area"
(which contains approximately three acres) as identified on Exhibit B, and more particularly
described in the Baseline Report, for otherwise lawful and customary rural enterprises, such as,
but not limited to, farm machinery repair, sawmill, firewood distribution, or educational
programs 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, and are
conducted in buildings otherwise permitted under this Conservation Easement in a manner that is
consistent with the conservation purposes of this Conservation Easement. Conducting customary
rural enterprises on any other part of the Property is not permitted without the advance written
permission of Grantee in each instance. Grantee shall not give such permission unless Grantee
determines that the proposed use will not diminish or impair the conservation values of the
Property.
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Procedure to Construct Buildings and Other Improvements
The Grantors' rights to construct or reconstruct buildings and other improvements are
described in subparagraphs (a) through (f) below. Any construction or reconstruction not
permitted below, or not previously approved by Grantee, is prohibited. Before undertaking any
construction or reconstruction that requires advance permission, the Grantors shall notify 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 its laws and ordinances for such construction activities.
(a) Fences -- Existing fences may be repaired and replaced, and new fences may be
built on the Property for purposes of reasonable and customary management of livestock and
wildlife or to fence off the perimeter of the Property without any further permission of Grantee,.
(b) Structures & Improvements — Existing structures, including agricultural structures
and existing improvements, may be repaired, reasonably enlarged and replaced at their current
locations within the "Farmstead Area," as shown on Exhibit B, without further permission from
the Grantee. 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 Property may be built on the Property without any further
permission of Grantee provided they are located in the "Farmstead Area."
Existing residential structures and improvements, may be repaired, reasonably enlarged
and replaced at their current locations within the "Existing Residential Envelopes," as shown on
Exhibit B, without further permission from the Grantee. New accessory structures and
improvements may be built on the Property without any further permission of Grantee provided
they are located in the "Existing Residential Envelopes."
Structures, improvements and other impervious surfaces located on the Property,
including those existing on the date of this Conservation Easement, shall not exceed 2 percent of
the total area of the Property. Furthermore, structures, improvements and other impervious
surfaces located in the "Farmstead Area," including those existing on the date of this Agricultural
Conservation Easement, shall not exceed 12 percent of fire total area of the "Farmstead Area" or
result in exceeding the total impervious surface limit on the Property of 2 percent. Any new
buildings, structures or improvements proposed for locations outside the "Farmstead Area" may
be built only with the advance written permission of the Grantee The Grantee shall give such
permission within a reasonable time if it determines that the proposed building, structure or
improvement would not diminish or impair the conservation values of the Property or otherwise
be inconsistent with this Conservation Easement.
(c) Farm Support Housing -- No more than one (1) new single - or multi-family -
dwelling to house farm tenants, employees or others engaged in agricultural production on the
Property may be built on the Property without any further permission of the Grantee, provided
the dwelling is less than 1,000 square feet in floor size and it is located within that area identified
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and marked as the "Farmstead Area" identified on Exhibit B. At the time that construction of
such structure is to commence, Grantee shall be notified so that its records can be updated.
(d) Single - Family Residential Dwellings — One residential dwelling exists on the
Property within the Farmstead Area. Two residential dwellings exist outside of the "Farmstead
Area" on the Property. They are each depicted as "Existing Residence" within the two Existing
Residential Envelopes on Exhibit B. All appurtenant structures (garage, sheds) for each existing
residential dwelling shall be contained within the respective "Existing Residential Envelope."
No new residential dwelling may be built on the Property except for that which is authorized in
Paragraph 7 (c) of this Conservation Easement.
(e) Recreational Improvements - Gr'antor's expressly reserve the right to engage in low
impact recreational activities such as hunting, fishing, hiking and bird watching, and to control
access of all persons for these purposes; provided that these activities do not impact the
protection and conservation of any animal habitat or other conservation values of the Property.
However, under no circumstances shall golf courses, golf ranges, airstrips or helicopter pads be
constricted, placed or permitted to remain on the Property.
(f) Utility Services and Septic Systems -- 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 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 Property for such purposes,
is permitted. Grantors shall not permit or grant easements for utility transmission or distribution
facilities or systems without the written consent of the Grantee. Maintenance, repair or
improvement of a septic system(s) or other underground sanitary system that exists on the
Property at the time of this Conservation Easement, or the construction of a septic or other
underground sanitary system, for the benefit of any of the improvements permitted herein, is
permitted. All other utilities are prohibited on the Property including, but not limited to, cellular
communication towers or structures.
8. Subdivision
The Property currently consists of four separate tracts. The further subdivision of the
Property, including its partition, is prohibited except as may be required by Orange County to
enable the construction of the farm support housing provided for' in Paragraph 7(c). This
prohibition applies regardless of how many separately described parcels are contained in the legal
description attached as Exhibit A. In any event, all terms, restrictions, and conditions of this
Conservation Easement shall apply to any subdivided parcel pennitted by the terms of this
Conservation Easement, including but not limited to the requirements of agricultural viability of
the Property, the restrictions on future development, the impervious surface limits on the
Property as described in Paragraph 7(b) of this Conservation Easement, the necessity of a
Conservation Plan, and the prohibition on activities that are described in this Conservation
Easement. It is understood that notice of this Conservation Easement will be included in any
instrument recorded that subdivides, partitions or otherwise divides parcels.
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9. Conservation Practices
As required by Section 1238 I of the Food Security Act of 1985, as amended, the
Grantors, their heirs, successors, or assigns, shall conduct all agricultural operations on the
Property in a manner consistent with a Conservation Plan prepared in consultation with NRCS
and approved by the Orange County 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
Conservation Easement. The Grantors may, however, 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
Property, with advance notice to the Grantors, in order to monitor compliance with the
Conservation Plan.
In the event of noncompliance with the Conservation Plan, NRCS shall work with the
Grantors to explore methods of compliance and give the Grantors a reasonable amount of time,
not to exceed twelve months, to take corrective action. If the Grantors do not comply with the
Conservation Plan, NRCS will inform Grantee of the Grantors' non - compliance. 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 MRCS that (a) there is a substantial, ongoing event or circumstance of non-
compliance with the Conservation Plan, (b) NRCS has worked with the Grantors to correct such
noncompliance, and (c) Grantors have 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 Grant based on an Act of Congress, NRCS will work cooperatively with the Grantors
to develop and implement a revised Conservation Plan. The provisions of this section apply to
the highly erodible land conservation requirements of the Farm and Ranch Lands Protection
Program and are not intended to affect any other natural resources conservation requirements to
which the Grantors may be or may become subject.
10. Forest Management
Trees may be removed, cut and otherwise managed to control insects and disease, to
prevent personal injury and property damage, to remove non - native species, for pasture
restoration, for firewood and other non - commercial uses, including construction of permitted
improvements and fences on the Property, so long as done in accordance with the Conservation
Plan referenced in Paragraph 9 of this Conservation Easement and in accordance with a forest
management plan prepared by a professional licensed forester approved by Grantee, such
approval to not be unreasonably withheld, that is consistent with the above referenced
Conservation Plan.
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Any other cutting, removal or harvesting of trees, including any commercial harvesting of
trees, may be undertaken within the areas identified and marked at "Forested Area" on Exhibit B
only if a) the purpose is for clearing land for cultivation or use by livestock, and b) it occurs
outside of the stream buffer described in Paragraph 4 of this Conservation Easement, and c) it is
in accordance with the Conservation Plan and forest management plan referred to in this
Paragraph 10.
Trees may be planted, harvested and removed within the area identified and marked as
"Farmstead Area" on Exhibit B without the advance written permission of the Grantee, so long as
done in accordance with the Conservation Plan and forest management plan referred to in this
Paragraph 10.
11, Mining
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 combating erosion or flooding in
accordance with the Conservation Plan and as reasonably necessary for any permitted
maintenance, construction or reconstruction on the Property. Disturbed areas for the purpose of
removing soil, gravel, rock, peat, minerals or other materials necessary for permitted customary
agricultural uses will be limited to 1 acre in total surface area and will be restored as soon as
practicable after the disturbance. Under no circumstances is the drilling for or exploration for
hydrocarbons permitted in, on or to the Property.
12. Paving and Road Construction
Construction and maintenance of farm roads that may be reasonably necessary and
incidental to carrying out the improvements and uses permitted on the Property by this
Conservation Easement are permitted. Other' than the existing entrance driveways within the
Farmstead Area, as indicated on Exhibit B, no portion of the Property shall be paved or otherwise
covered with concrete, asphalt, rock, gravel or any other impervious material, without the
advance written permission of Grantee. Grantee shall not give such permission unless Grantee
determines that the proposed paving, or covering of the soil, or the location of any such road, will
not diminish or impair the conservation values of the Property. Any such road covered by any
impervious material including rock or gravel is subject to impervious surface requirements in
Paragraph 7,.
13. 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, or
any placement of underground or above ground storage tanks or other materials is prohibited.
Provided, however, that the storage of agricultural products, byproducts (including the
composting of biodegradable material for on -farm use) and agricultural equipment used on the
Property is allowable, so long as such storage is done in accordance with all applicable
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government laws and regulations and in such a manner so as to not impair the conservation
values of the Property.
The land application, storage and placement on the Property of domestic septic effluent
and municipal 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.
14. Water Rights
Grantors shall retain and reserve the right to use any appurtenant water rights sufficient to
maintain the agricultural productivity of the Property. Grantors shall not transfer, encumber,
lease, sell or otherwise separate such water rights from title to the Property itself
1 S. Natural Resource Restoration and Enhancement Activities
Notwithstanding any terms contained within this Conservation Easement, Grantors 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 Property, that are consistent with the
conservation values of this Conservation Easement and subject to the written approval of Grantee
and NRCS.
16. Signs
No new signs shall be permitted on the Property except interpretive signs describing
activities and conservation values of the Property, signs identifying the owner of the Property and
the holder of the Conservation Easement, and signs giving directions or proscribing rules and
regulations for the use of the Property. All signs permitted on the Property shall conform to
applicable Orange County zoning, subdivision and building code regulations.
IT Ongoing Responsibilities of Grantors and Grantee
Other than as specified herein, this Conservation Easement is not intended to impose any
legal or other responsibility on Grantee or the United States, or in any way to affect any existing
obligation of the Grantors as owners of the Property. Among other things, this shall apply to:
(a) Taxes -- The Grantors shall continue to be solely responsible for payment of all
taxes and assessments levied against the Property. If Grantee is ever required to pay any taxes or
assessments on its interest in the Property, the Grantors will reimburse Grantee for the same.
(b) Upkeep and Maintenance -- The Grantors retain all responsibilities and shall bear
all costs and liability of any kind related to the ownership, operation, and upkeep and
maintenance of the Property, including the maintenance of adequate comprehensive general
liability insurance coverage, Grantee and the United States shall have no obligation for the
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upkeep or maintenance of the Property. Grantors will remain responsible for upkeep,
maintenance, and repairs to any impoundments located on the Property.
(c) Liability and Indemnification -- Grantors agree to indemnify and hold 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 Property, or any claim thereof, unless due to the negligence of Grantee or agents of
Grantee, in which case liability shall be as provided by law. In addition, Grantors agree to
maintain liability insurance covering the Property with the limits as follows: $300,000, $300,000
personal injury; and $300,000 property damage; and warrant that Grantee is and will remain a
named insured on Grantors' Property insurance policies covering the Property. Grantors shall
provide Grantee with a certificate of insurance coverage on the effective date of this
Conservation Easement and within 10 days of each insurance renewal date.
18. Extinguishment of Development Rights
Except as otherwise reserved to the Grantors in this Conservation Easement, the parties
agree that all development rights appurtenant to the Property are hereby released, terminated and
extinguished, and may not be used on or transferred to any portion of the 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 Property or any
other property.
19. Enforcement
With reasonable advance notice to the Grantors or with the Grantors' prior verbal
consent, Grantee shall have the right to enter the Property for the purpose of inspecting for
compliance with the terms of this Conservation Easement. Grantee shall have the right to
prevent violations and remedy violations of the terms of this Conservation 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 Conservation Easement.
Except when an ongoing, or imminent violation could irreversibly diminish or impair the
conservation values of the Property, Grantee shall give the Grantors written notice of the
violation and thirty (30) days to cure the violation, before commencing any legal proceedings.
Grantee may obtain an injunction to stop a violation or a threatened violation, temporarily or
permanently. The parties agree that a court may issue an injunction or order requiring the
Grantors to restore the Property to its condition prior to the violation, as restoration of the
property may be the only appropriate remedy. In any case where a court finds that a violation has
occurred, the Grantors shall reimburse Grantee for all its expenses incurred in stopping and
correcting the violation, including but not limited to reasonable attorneys' fees. The failure of
Grantee to discover a violation or to take immediate legal action shall not bar it from doing so at
a later time for that violation or any subsequent violations. In any case where a court finds no
such violation has occurred, each party shall bear its own costs. In any case where the court finds
that there was a complete absence of a justiciable issue of either law or fact raised by the losing
party, the court may award a reasonable attorney's fee to the prevailing party as provided by law.
Draft 11 -10 -04 16
In the event that Grantee fails to enforce any of the terms of this Conservation 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 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 Secretary of the United States Department of Agriculture and payment of
consideration to the United States, then, at the option of such Secretary, all right, title, and
interest in this Conservation Easement shall become vested in the UNITED STATES OF
AMERICA.
20. Transfer of Conservation Easement
Subject to the contingent rights of the United States of America as specified in paragraph
16 and other pertinent paragraphs herein, and with timely written notice to and approval of the
United States Department of Agriculture, Grantee shall have the right to transfer the Easement
created by this Deed to any public agency, provided the agency or organization expressly agrees
to assume the responsibility imposed on the Grantee by this Deed.
21, Transfer of Property
The Grantors agree to incorporate by reference the terms of this Conservation Easement
in any deed or other legal instrument by which they transfer or divest themselves of any interests,
including leasehold interests, in all or, a portion of the Property. The Grantors shall notify
Grantee in writing at least thirty (30) days before conveying the Property, or any part thereof or
interest therein. Failure of Grantors to incorporate by reference the terms of this Conservation
Easement in an instrument of transfer or conveyance or to notify Grantee of a transfer or
conveyance shall not impair the validity of this Conservation Easement or limit its enforceability
in any way.
22. Amenclment of Conservation Easement
This Conservation Easement may be amended only with the written consent of Grantee
and the Grantors. Any such amendment shall be consistent with the Statement of Purposes of
this Conservation Easement and with Grantee's Conservation Easement amendment policies, and
shall comply with Section 170(h) of the Internal Revenue Code or any regulations promulgated
in accordance with that section. Any such amendment shall be duly recorded. Grantee shall give
notice of any amendment to and secure prior written approval from the United States,
23. Procedure in the Event of Termination of Conservation Easement
If it determines that conditions on or surrounding the Property change so much that it
becomes impossible to fulfill the conservation purposes of this Conservation Easement, a court
with jurisdiction may, at thejoint request of both the Grantors and Grantee and with prior
Draft 11 -10 -04 17
consent of the United States Department of Agriculture as provided herein, terminate or modify
the Conservation Easement created by this Deed in accordance with applicable State law. If the
Conservation Easement is terminated and the Property is sold then as required by Section 1.1
70A- 14(g)(6) of the IRS regulations, Grantee shall be entitled to fifty -nine percent (59 %) of the
net sale proceeds (equal to the ratio of the appraised value of this Conservation Easement to the
unrestricted fair market value of the Property, as these values are determined on the date of this
Conservation Easement), subject to any applicable law which expressly provides for a different
disposition of the proceeds. The Grantee and the United States of America shall divide the
resulting proceeds in accordance with the percentage of the purchase price of the Conservation
Easement that each party contributed. The percentages are 51 % for the Grantee and 49% for the
United States of America.
All termination related expenses incurred by the Grantors and Grantee shall be paid out of
any recovered proceeds prior to distribution of the net proceeds as described herein.
24. Procedure in the Event of Condemnation or Eminent Domain
Grantors and Grantee recognize that the partial sale of this Conservation Easement gives
rise to a property right, immediately vested in Grantee, with a fair market value equal to the
proportionate value that the Conservation Easement bears to the value of the Property prior to the
restrictions imposed by the Conservation Easement. Accordingly, if any condemnation or
eminent domain action shall be taken, on all or part of the Property, by any authorized public
authority, said authority shall be liable to Grantee for the value of the property right vested in
Grantee at the time of the signing of this Conservation Easement. Due to the federal interest in
this Deed, the United States must consent to any such condemnation action.
If condemnation or a taking by eminent domain of a part of the Property or the entire
Property by a public authority renders it impossible to fulfill any of the conservation purposes of
this Conservation Easement on all or part of the Property, the Conservation Easement may be
terminated or modified accordingly through condemnation proceedings. Grantors and Grantee
agree that the Conservation Easement is a currently vested real property right with a value equal
to the proportionate value the Conservation Easement has to the unencumbered value of the fee,
as of the date of this grant. If the Conservation Easement is terminated or modified and any or all
of the Property is sold or taken for public use, then, as required by Section 1.170A- I4(g)(6) of
the IRS regulations, Grantee shall be entitled to the proportionate value of the Conservation
Easement, which has been predetermined at fifty -nine percent (59 %) of the Property's
unrestricted value, subject to any applicable law which expressly requires for a different
disposition of the proceeds.
If this Conservation Easement is extinguished or terminated, the United States and the
Grantee shall receive its proportional share of the Conservation Easement value at the time of
termination,. Those proportional shares of the Conservation Easement are as follows: 51% to
Grantee and 49% to the United States.
Draft I1 -10 -04 18
If, however, after the condemnation or eminent domain proceedings, a court of
jurisdiction does not include, in the just compensation awarded as a result of the taking, the
amount of the Conservation Easement value, then the Grantors shall not be responsible to share
any proceeds awarded,
All condemnation - related expenses incurred by the Grantors and Grantee shall be paid
out of any recovered proceeds prior to distribution of the net proceeds as described herein.
2.5. Interpretation
This Conservation Easement shall be interpreted under the laws of the State of North
Carolina and the laws of the United States, resolving any ambiguities and questions of the
validity of specific provisions so as to give maximum effect to its conservation purposes.
26. Perpetual Duration, Sevevability
The Conservation Easement created by this Deed shall be a servitude running with the
land in perpetuity. Every provision of this Deed that applies to the Grantors or Grantee shall also
apply to their respective agents, heir's, executor's, administrators, assigns, and all other successors
as their interests may appear. Invalidity of any of the covenants, terms or conditions of this
Conservation 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.
27. Merger
The Parties agree that the terms of this Conservation Easement shall survive any merger
of the fee and easement interest in the Property.
28. Notices
Any notices required by this Deed shall be in writing and shall be personally delivered or
sent by first class mail to the Grantors and Grantee respectively at the following addresses, unless
a party has been notified in writing by the other of a change of address:
To the Grantors:
Ira and Hazel Ward
1515 Ira Road
Efland, NC 27243
Peggy and Mark Majors
201 Ward Street
Graham, NC 27253
Donna and David Francis
To the Grantee:
Orange County ERCD
PO Box 8181
Hillsborough, NC 27278
To the NRCS:
State Conservationist
4405 Bland Rd., Suite 205
Raleigh, NC 27609
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121 Normandale Drive
Cary, NC 27513
Sandra and John Hannon
3601 Memory Lane
Raleigh, NC 27604
John Ira III and Jenell Ward
4710 High Rock Road
Efland, NC 27243
29. Grantor's Title Warranty
The Grantors warrant that they hold fee simple title to the Property, free from all
encumbrances and hereby promise to defend the same against all claims that may be made
against it, except for the following:
(a) All enforceable easements and rights of way currently depicted in the Orange
County Registry; and
(b) Public Road rights of way affecting the Property; and
(c) Current Orange County property taxes and any deferred taxes as provided by
law,
.30. Subsequent Liens on Property
No provisions of this Conservation Easement should be construed as impairing the ability
of Grantors to use the Property as collateral for subsequent borrowing.. Any such liens shall be
and remain subordinate to this Conservation Easement.
.31. Subsequent Easements /Restrictions on the Property
The grant of any easements or use restrictions that might diminish or impair the
agricultural viability m productivity of the Property or otherwise diminish or impair the
conservation values of the Property is prohibited. Any such easements or restrictions shall be
subordinated to this Conservation Easement,
32, Grantor's Environmental Warranty
"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
Draft 11 -10 -04 20
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.
Grantors warrant that it is in compliance with, and shall remain in compliance with, all
applicable Environmental Laws. Grantors warrant that there are no notices by any governmental
authority of any violation or alleged violation of, non - compliance or' alleged non - compliance
with or any liability under any Environmental Law relating to the operations or conditions of the
Property. Grantors further warrant that it has no actual knowledge of a release or threatened
release of Hazardous Materials, as such substances and wastes are defined by applicable Federal
and state law.
Moreover, Grantors hereby promise to defend and indemnify 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 Property, or arising from or connected with a violation of
any Environmental Laws by Grantors or any other prior owner of the Property. Grantors'
indemnification obligation shall not be affected by any authorizations provided by Grantee to
Grantors with respect to the Property or any restoration activities carried out by Grantee at the
Property; provided, however, that Grantee shall be responsible for any Hazardous Materials
contributed after this date to the Property by Grantee.
Nothing in this Conservation Easement shall be construed as giving rise to any right or
ability in Grantee or the United States, nor shall Grantee or the United States have any right or
ability, to exercise physical or managerial control over the day -to -day operations of the Property,
or otherwise to become an operator with respect to the Property within the meaning of The
Comprehensive Environmental Response, Compensation and Liability Act of 1980, as amended.
33. Entire Agreement
This instrument sets forth the entire agreement of the parties with respect to the Conservation
Easement and supersedes all prior discussions, negotiations, and understandings or agreements
relating to the said easement,
Draft 11 -10 -04 21
.34. Recording Clause
Grantee shall record this instrument and any amendment hereto in timely fashion with the
Office of the Register of Deeds of Orange County, North Carolina, and may re- record it at any
time as may he required to preserve its rights under this Conservation Easement.
TO HAVE AND TO HOLD this Deed of Conservation Easement unto Grantee, its
successors and assigns, forever.
[The remainder of this page is intentionally left blank. Signature page follows.]
Draft 11 -10 -04 22
IN WITNESS WHEREOF, the Grantors and Grantee, intending to legally bind
themselves, have set their hands on the date first written above.
Accepted:
GRANTORS:
John Ira Ward, Jr,
Hazel J. Ward
Peggy Majors
Mark Majors
Donna Francis
David Francis
Sandra Hannon
John Hannon
John Ira Ward, III
Jenell Ward
GRANTEE:
ORANGE COUNTY, NORTH CAROLINA
Barry Jacobs, Chair
Orange County Board of Commissioners
Draft 11 -10 -04 23
RNOW"
By:
Donna S. Baker, Clerk to the
Board of Commissioners
ACCEPTANCE OF PROPERTY INTEREST BY THE NATURAL RESOURCES
CONSERVATION SERVICE
The Natural Resources Conservation Service, an agency of the United States Government,
hereby accepts and approves the foregoing Deed of Conservation Easement, and the rights
conveyed therein, on behalf of the United States of America.
Authorized Signatory for the NRCS
Acknowledgments
NORTH CAROLINA
COUNTY OF ORANGE
Draft 11 -10 -04 24
I, a Notary Public for said County and State do hereby certify that
and wife personally appeared before me
and acknowledged the due execution of the foregoing instrument.
Notary Public
My commission expires:
NORTH CAROLINA
COUNTY OF
I, a Notary Public for said County and State do hereby certify that
and husband personally appeared
before me and acknowledged the due execution of the foregoing instrument..
Notary Public
My commission expires:
NORTH CAROLINA
COUNTY OF
I,
a Notary Public for said County and State do hereby certify that
and husband personally appeared
before me and acknowledged the due execution of the foregoing instrument.
Notary Public
Draft 11 -10 -04 25
My commission expires:
NORTH CAROLINA
COUNTY OF
I, a Notary Public for said County and State do hereby certify that
and husband personally appeared
before me and acknowledged the due execution of the foregoing instrument.
Notary Public
My commission expires:
NORTH CAROLINA
COUNTY OF ORANGE
I, a Notary Public for said County and State do hereby certify that
and wife personally appeared before
me and acknowledged the due execution of the foregoing instrument,
Notary Public
My commission expires:
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
Draft 11 -10 -04 2 6
name by Barry .Jacobs, 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 the _ day of 200_.
Notary Public
My commission expires:
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
The Foregoing (or annexed) Certificate(s) of
Notary(ies) Public (is)(are) Certified to be correct.
This instrument was filed for Registration on the Day and Hour in the Book and Page shown in
the First page hereof.
Joyce H. Pearson, Register of Deeds
Draft II -10 -04 27
EXHIBIT A
PROPERTY DESCRIPTION
[PLACEHOLDER]
Draft 11 -10 -04 28