HomeMy WebLinkAboutOTHER-2024-042-Approval to Purchase Real Property – Kittrell-McAdoo Tract, and Grant of Conservation Easement to North Carolina Land and Water Fund 07
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Attachment 3
CONSERVATION EASEMENT
Property
Prepared by : Orange County and North Carolina Land and Water Fund
After Recording Return to : [Address of preparing organization]
NORTH CAROLINA Orange County
COUNTY
Tax Parcel No . 9854910340 NCLWF No . 2023 -
020
11 " ]` HE FEE SIMPLE OWNER WILL BE A NONPROFIT OR LOCAL GOVER. NMI N ' f , U S l j
THE FOLLOWING FIRS ` C, PARAGRAPHA
THIS DEED OF CONSERVATION EASEMENT (" Conservation Easement" is made ,
given, granted , and executed on this the day of , by and between
ORANGE COUNTY , a local government of the State of North Carolina ("Grantor"), its address
being : P . O . Box 48181 , Hillsborough , NC 27278 , and the STATE OF NORTH CAROLINA
("Grantee" or "State"), its address being : Attn : NCLWF Real Property Agent, State Property
Office , 1321 Mail Service Center, Raleigh, NC 276994321 , acting by and through NORTH
CAROLINA LAND AND WATER FUND a . k . a. North Carolina Clean Water Management
Trust Fund, a division of the North Carolina Department of Natural and Cultural Resources
(" Fund") , its address being ; Attn : Stewardship, North Carolina Land and Water Fund , 1651 Mail
Service Center, Raleigh , North Carolina 27699 " 1651 . Grantor and Grantee may hereinafter be
referred to individually as a "Party " or collectively as the "Parties . "
RECITALS
A . Grantor owns in fee simple absolute certain real property lying and being in
CHEEKS Township , ORANGE , North Carolina , which consists of 19 . 404 acres , and which is
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more particularly described in "Exhibit A" which is attached hereto and incorporated herein by
reference as if fully set forth herein (the " Property") ,
B . Grantor is a North Carolina local government . Grantor ' s Department of
Environment , Agriculutre , Parks , and Recreation Department will help manage and maintain the
Property .
C . The State has enacted the Conservation and Historic Preservation Agreements Act
(the "Act") , Chapter 121 , Article 4 of the North Carolina General Statutes ("N . C . G . S . ") , which
provides for the enforceability of restrictions , easements , covenants , and conditions "appropriate
to retaining land or water areas predominantly in their natural , scenic or open condition . . . . "
D . The North Carolina Land and Water Fund a . k. a . North Carolina Clean Water
Management Trust Fund is authorized by N . C . G . S . Chapter 143B , Article 2 , Part 41 to acquire
land and interests in land on behalf of the State :
• for riparian buffers for the purposes of providing environmental protection for surface
waters and urban drinking water supplies and establishing a network of riparian
greenways for environmental , educational , and recreational uses ,
• for the purpose of protecting and conserving surface waters and enhancing drinking water
supplies , including the development of water supply reservoirs ,
• to provide buffers around military bases to protect the military mission ,
• that represent the ecological diversity of North Carolina , including natural features such
as riverine , montane, coastal , and geologic systems and other natural areas to ensure their
preservation and conservation for recreational , scientific, educational , cultural , and
aesthetic purposes , and
• that contribute to the development of a balanced State program of historic properties .
E . Grantor and Grantee have agreed that the entire Property shall be subject to this
Conservation Easement . As aforementioned , the Property is more particularly described in
Exhibit A .
The Property has the following conservation values and serves the following
conservation purposes :
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• to preserve , enhance, restore , and maintain the natural features and resources of the
riparian buffer, to control runoff of sediment , and to improve and maintain the water
quality , of portions of Rocky Run and its tributaries ,
• to preserve and maintain the natural features and resources of the riparian buffer, and to
provide environmental , educational , and recreational uses , including riparian greenway
along portions of Rocky Run and its tributaries ,
• to protect and preserve the ecological diversity including natural features such as Natural
Heritage Program inventoried occurrence of the Seven Mile Creek Natural Area for
recreational , scientific, educational , cultural , and aesthetic purposes ,
Moreover, Grantor and Grantee recognize that the Property has other conservation values
and purposes , including fish and wildlife conservation, open space values , scenic values , and
archaeological values (hereinafter, collectively with the conservation values described in this
Section E of the Recitals and the conservation purposes of this Conservation Easement, the
" Conservation Values") .
F . ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER VALLY ,
INC] has received or will receive a grant from Fund in accordance with Grant Contract No .
2023 -020 between ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER
VALLY , INC and Fund dated September 20 , 2023 (the "Grant Contract") . In the Grant
Contract , ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER VALLY , INC ]
agreed to enter into this Conservation Easement . The Grant Contract is on file and available for
public inspection in the offices of ASSOCIATION FOR THE PRESERVATION OF THE ENO
RIVER VALLY , INC and Fund . The Grant Contract and this Conservation Easement are
collectively referred to herein as the "Project. "
G . Grantor acknowledges that the Property is adjacent to] property listed on the
National Register of Historic Places and as part of the grant from Fund , Grantee was required by
N . C . G . S . 12142 to take into account the effect of the grant on any district, site , building ,
structure, or object that is listed on the National Register of Historic Places . Said account was
taken and documented by Fund on [date] . Grantor acknowledges that any firture state- assisted
undertaking, approval, or authorization which may be potentially harmful to the cause of historic
preservation involving the Property would be required to again abide by the process required by
N . C . G . S . 12142 .
H . Grantor and Grantee acknowledge that the Property is currently unencumbered
except as permitted in Article V of this Conservation Easement . The Property ' s characteristics ,
its current use, and its state of improvement are described in a Baseline Documentation Report
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(the " BDR") , which was required under the Grant Contract and is on file and available for public
inspection in the offices of ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER
VALLY , INC . , ORANGE COUNTY , ] and Fund . The Parties acknowledge that the BDR is the
appropriate basis for monitoring compliance with the objectives of preserving the Conservation
Values and that it is not intended to preclude the use of other evidence (e . g . surveys , appraisals)
to establish the condition of the Property at the time of the execution of this Conservation
Easement if there is a controversy over such condition .
NOW, THEREFORE , in consideration of the premises and the mutual benefits recited
herein, together with other good and valuable consideration , the receipt and sufficiency of which
are hereby acknowledged by the Parties , Grantor hereby unconditionally and irrevocably gives ,
grants , and conveys forever and in perpetuity to Grantee , its successors and assigns , and Grantee
hereby accepts , this Conservation Easement of the nature and character and to the extent
hereinafter set forth in, on, over, under, through, above , and across the Property , together with
the right and easement to preserve and protect the Conservation Values .
The purpose of this Conservation Easement is to protect and preserve the Conservation
Values as outlined above in Section E of the Recitals including the conservation purposes and it
shall be so held , maintained, and used therefor. Grantor hereby conveys to Grantee all
development rights that are now or hereafter allocated to , or are implied or inherent in , the
Property , and the Parties agree that such rights are terminated and extinguished , and may not be
used on or transmitted to any other property . It is the further purpose of this Conservation
Easement to prevent any use of the Property that will impair or interfere with the preservation of
the Conservation Values . Grantor intends that this Conservation Easement will restrict the use of
the Property to such activities as are consistent with the Conservation Values .
ARTICLE I . DURATION OF EASEMENT
This Conservation Easement shall be perpetual . It is an easement in gross , runs with the
land, and is enforceable by Grantee , its successors and assigns, against Grantor, its representatives ,
successors, assigns , lessees , agents, and licensees .
ARTICLE II . RIGHTS RESERVED TO GRANTOR
Grantor reserves the right accruing from the fee simple ownership of the Property to
engage in or permit others to engage in the uses of the Property that are not inconsistent with this
Conservation Easement or the Conservation Values . All rights reserved by Grantor are reserved
for Grantor and its successors and assigns . The specific reserved rights listed below in this
Article II are considered to be consistent with this Conservation Easement and the Conservation
Values . Grantor shall continue to own and may use the Property in any lawful manner that is
consistent with this Conservation Easement and the Conservation Values . The Parties
acknowledge and agree that they have no right to agree to any activity that would result in the
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termination of this Conservation Easement .
The Property shall be restricted from any development or usage that would impair or
interfere with the Conservation Values including the purposes of this Conservation Easement .
The following uses are reserved as indicated :
A . Access and Use . Grantor reserves the right to allow access and use of the
Property for the purposes of the activities permitted herein . Grantor reserves the right to generate
income from individuals and groups related to the activities permitted under the rights reserved
herein , so long as the activities are not detrimental to the Conservation Values .
Be Passive Recreational Use . Grantor reserves the right to engage in and to permit
others to engage in passive recreational uses of the Property that do not require surface alteration
of the land and pose no threat to the Conservation Values . By way of illustration , such passive
recreational uses may include hiking , walking , scientific study , animal/plant observation , nature
and environmental education, historic tours , photography , so long as such uses are consistent
with the maintenance of the Conservation Values , and such uses are subject to all applicable
federal , state , and local laws and regulations .
C . Existing Roads and Trails . Grantor reserves the right to maintain existing
unpaved roads and trails on the Property . These roads and trails shall not be paved without prior
written approval of Fund . The existing roads and trails may be stabilized with gravel and
permanent vegetation . Associated ditches , culverts , stream crossings , and bridges may be
maintained and replaced as necessary as maintenance of the road or trail . All necessary care shall
be taken to maintain existing roads and trails in a manner so as not to impair any Conservation
Values . Existing roads and trails shall not be realigned without the prior written approval of
Fund .
D . Motorized Vehicles . Grantor reserves the right to use motorized vehicles on
allowed roads and trails for management, maintenance, or stewardship purposes . Grantor further
reserves the right to allow motorized vehicles on existing and new roads and parking areas for
the purpose of public access .
E . New Natural Surface Trails . Grantor reserves the right to construct and maintain
new natural surface trails for the purpose of hiking . All natural surface trails must be located a
minimum distance of fifty (50) feet from the top of the bank of all surface water, unless such
locations are physically impracticable, and must be located so as not to impair the Conservation
Values . All natural surface trail construction involving soil disturbance must follow best
practices for sustainable trail design and construction and must have prior written approval by
Fund . When required by the terrain, natural surface trails may include boardwalks , ramps , and
handrails to the extent necessary , Natural surface trails may include stream crossings up to 6 feet
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wide , provided they are permitted by all applicable regulatory authorities . All necessary care
shall be taken to construct and maintain natural surface trails in a manner so as not to impair any
Conservation Values either during or after construction . Fund shall have the authority to require
the closure of any natural surface trail that is detrimental to any Conservation Values . All
realignments of natural surface trails are subject to the requirements of this Paragraph .
F . New Paved Trails . Grantor reserves the right to construct and maintain new
paved trails for the purpose of non-motorized recreation . All paved trails must be located a
minimum distance of fifty ( 50) feet from the top of the bank of all surface water, unless such
locations are physically impracticable, and must be located so as not to impair the Conservation
Values . All paved trail construction involving soil disturbance must follow best practices for
sustainable trail design and construction and must have prior written approval by Fund . When
required by the terrain , paved trails may include boardwalks , ramps , and handrails to the extent
necessary . Paved trails may include stream crossings up to feet wide, provided they are
permitted by all applicable regulatory authorities . All necessary care shall be taken to construct
and maintain paved trails in a manner so as not to impair any Conservation Values either during
or after construction . Fund shall have the authority to require the closure of any paved trail that is
detrimental to any Conservation Values . All realignments of paved trails are subject to the
requirements of this Paragraph .
G . Trail and Recreational Accessories . Grantor reserves the right to construct and
maintain park benches , litter receptacles , and directional , educational , and informational signs
along existing trails and approved new natural surface and paved trails . Grantor further reserves
the right to construct and maintain 1 observation platforms/fishing platforms/boat docks along
existing and approved new natural surface and paved trails or on the banks of surface water if
allowed and approved by all applicable regulatory authorities . All necessary care shall be taken
to construct and maintain trail and recreational accessories in a manner so as not to impair any
Conservation Values either during or after construction . Fund shall have the authority to require
the removal of any trail or recreational accessory that is detrimental to any Conservation Values .
H . Vegetation Management ._ Grantor reserves the right to manage vegetation for
boundary marking, fencing, signage, fire containment, disease control, insect control , invasive
exotic plant control , and removal of conditions that threaten life or property . Methods of
vegetation management may include, but are not limited to , selective cutting , prescribed burning,
and application of herbicides or pesticides .
I . Native Community Restoration , Management, and Maintenance . Grantor reserves
the right to perform all activities necessary to restore , manage , or maintain the native plant and
animal communities on the Property , provided , however, that the conversion of one habitat type
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to a native habitat type requires prior written approval of Fund . All necessary care shall be taken
to protect all Conservation Values , and restoration, management , and maintenance activities shall
be carried out in a manner so as not to impair any Conservation Values either during or after the
activities .
J . Stream/ Wetland Restoration . Grantor reserves the right to perform all activities
necessary to restore and stabilize streams and wetlands to enhance water quality on the Property .
Such activities shall be based upon prevailing design and permitting standards . Restoration and
stabilization activities shall be based on a design using as many natural materials as possible ,
shall require prior written approval of Fund , and shall be subject to all applicable regulatory
authorities .
K . Sims . Grantor reserves the right to post the following signs : no trespassing signs ,
local , state , or federal traffic or similar information signs , for sale or lease signs , signs
identifying the Conservation Values of the Easement , signs identifying Grantor as owner of the
Property , signs identifying the funders or the holders of Conservation Easements, educational
signs , directional signs, and interpretative signs .
L . Historic and Cultural Restoration , Management , and Maintenance . Grantor
reserves the right to manage the Property for the purposes of restoring , managing, altering, or
maintaining the historic resources on the Property . All historic resource restoration, management,
alteration , or maintenance must be outlined in a formal plan and must have prior written approval
by Fund .
ARTICLE III . PROHIBITED AND RESTRICTED ACTIVITIES
Any activity on, or use of, the Property that is inconsistent with this Conservation Easement
or the Conservation Values is prohibited . The Property shall be maintained in its natural , scenic,
wooded, and open condition and restricted from any development or use that would impair or
interfere with this Conservation Easement or the Conservation Values .
Without limiting the generality of the immediately foregoing Paragraph , the following
activities and uses are expressly prohibited or restricted on the Property as stated , except to the
extent of rights specifically reserved to Grantor in Article II . When an activity or use is
prohibited or restricted in , within, on , or of the Property , the activity or use is prohibited or
restricted in, on , over, under, through, above , and across the Property .
A . Industrial and Commercial Use . Industrial and commercial activities and any rights of
passage for such purposes are prohibited on the Property .
B . Agricultural , Grazing and Horticultural Use . Agriculture, grazing, horticultural , and
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animal husbandry operations and any rights of passage for such purposes are prohibited on the
Property .
Co Disturbance of Natural Features , Plants , and Animals . There shall be no cutting or
removal of trees and no disturbance of other natural features on the Property .
D . Construction of Structures or Improvements . There shall be no constructing or
placing of any temporary or permanent structure , improvement, building, fixture , mobile home,
asphalt , concrete, or other pavement , billboard or other advertising display , antenna , utility pole ,
tower, conduit, line , or facility on the Property .
E . Motorized Vehicles . Use of motorized vehicles on the Property is prohibited .
F . Signs . Signs are not permitted on the Property .
G . Mineral Use , Excavation , Dredging . There shall be no filling , excavation ,
dredging , mining , or drilling on the Property . There shall be no removal of topsoil , sand , gravel ,
rock, peat, minerals , hydrocarbons , or other materials from the Property . There shall be no
change in the topography of the Property in any manner.
H . Wetlands and Water Quality . There shall be no pollution or alteration of surface
waters on the Property . There shall be no construction or other activities that would be
detrimental to water quality or that would alter the natural water levels , drainage , sedimentation ,
or water flow in , on , or over the Property or into any surface waters . There shall be no
construction or other activities that would cause soil degradation or erosion . There shall be no
diking , dredging , alteration , draining , filling , or removal of wetlands .
I . Dumping . Dumping of soil , trash, ashes , garbage, waste , abandoned vehicles ,
appliances , machinery , or other materials on the Property is prohibited .
I Conveyance and Subdivision . The Property shall not be divided , subdivided, or
partitioned . No property interest in the Property , including, but not limited to the fee simple
interest, shall be divided, subdivided , or partitioned . Without limiting the foregoing , the Property
shall not be conveyed except in its current configuration as a single parcel of property .
J . Open Space and Development Rights . The Property shall not be used to satisfy open
space or density requirements of any cluster or other development scheme or plan . The
development rights encumbered by this Conservation Easement shall not be transferred to any
other land pursuant to a transfer of development rights scheme , a cluster development arrangement ,
or otherwise .
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K . Mitigation . There shall be no use of the Property or any portion thereof to satisfy
compensatory mitigation requirements under 33 USC Section 1344 , N . C . G . S . § 143 -214 . 11 or any
successor or replacement provision of the foregoing .
L . Destruction of Archaeological Resources Prohibited . Notwithstanding anything
to the contrary stated herein , Grantor agrees to manage the Property in such a way as to protect
the archaeological integrity of the Property and to not disturb , demolish , destroy , or otherwise
deface or alter any known archaeological features on the Property without prior written approval
of Fund . In the event that an archaeological feature is uncovered during the course of any
improvements on the Property or through a natural event such as but not limited to flood or
erosion, Grantor shall notify Fund immediately and shall assist with any requested actions by
Grantee to document and protect the feature .
ARTICLE IV . ENFORCEMENT AND REMEDIES
A . Enforcement and Remedies . Grantee has the right to prevent and stop any
violation of this Conservation Easement, including, but not limited to , preventing and stopping
any activity on or use of the Property that is inconsistent with this Conservation Easement or its
purposes, and to require the prompt restoration to the condition required by this Conservation
Easement of such areas or features of the Property that may have been damaged by such
violation , activity , or use . Upon any breach of the terms of this Conservation Easement by
Grantor that comes to the attention of Grantee , Grantee, may notify Grantor in writing of such
breach . Grantor shall have ninety (90 ) days after receipt of such notice to correct the conditions
constituting such breach . If the breach remains uncured after ninety (90) days, Grantee may
enforce this Conservation Easement by legal proceedings for damages, injunctive relief, and any
other legal or equitable remedy . Grantee shall also have the power and authority , consistent with
its statutory authority : (a) to prevent any impairment of the Property by acts which may be
unlawful or in violation of this Conservation Easement , (b) to otherwise preserve or protect its
interest in the Property , and (c) to seek damages from any appropriate person or entity .
Notwithstanding the foregoing , Grantee has the immediate right, without notice , to obtain a
temporary restraining order, injunction, or other appropriate relief if a breach or threatened
breach of the terms of this Conservation Easement is or would irreversibly or materially impair
the benefits to be derived from this Conservation Easement . Grantor and Grantee acknowledge
that under such circumstances damage to Grantee would be irreparable and remedies at law will
be inadequate . The rights and remedies of Grantee provided hereunder shall be in addition to ,
and not in lieu of, all other rights and remedies available to Grantee in connection with this
Conservation Easement, including, without limitation, those set forth in the Grant Contract under
which this Conservation Easement was obtained .
Be Access for Inspection and Right of Entry . Grantee shall have the right , by and
through its agents and employees , to enter the Property to inspect the Property for compliance
with this Conservation Easement at all reasonable times and with prior notice and , if necessary,
cross other lands owned by Grantor for the purposes of ( 1 ) inspecting the Property to determine
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if Grantor is complying with this Conservation Easement and its purposes, (2) enforcing the
terms of this Conservation Easement , (3 ) taking any and all actions with respect to the Property
as may be necessary or appropriate with or without order of the Court, to remedy or abate
violations hereof, and (4) making scientific and educational observations and studies and taking
samples in such a manner as will not disturb the quiet enjoyment of the Property by Grantor .
C . Termination and Proceeds of Property Rights Created . This Conservation
Easement gives rise to a property right that is immediately vested in Grantee at the time of
recordation , with a fair market value that is at least equal to the proportionate value that the
Conservation Easement bears to the full value of the whole Property , as if unencumbered by the
Conservation Easement, on the date of the recording of this Conservation Easement . This
proportionate value shall remain constant . For the purposes of determining any distribution of
proceeds pursuant to this Paragraph, Grantor ' s proportionate contribution to the purchase price
shall be deemed to be % , and Grantee ' s proportionate contribution to the purchase price shall
be deemed to be % . " Proceeds of Sale" shall include, but not be limited to , the cash value of
all money and property paid, transferred , or contributed in consideration for, or as otherwise
required as a condition to , the taking of, sale of, exchange of, involuntary conversion of, or
severance damages to the Property or part thereof, and any money , damages , or just
compensation otherwise awarded as a result of judicial proceedings . If any Proceeds of Sale are
due, payable , or otherwise obligated to the United States government or any department or
agency thereof related to funding provided to Grantor, then any such obligation shall be paid or
satisfied solely from Grantor ' s portion of the Proceeds of Sale .
1 . Eminent Domain . The Conservation Easement may only be extinguished due to
Eminent Domain, in whole or in part, by judicial proceeding . Whenever all or part of the
Property is taken by eminent domain, threatened to be taken by an entity with the power of
eminent domain, or acquired , or sought to be acquired , by negotiated sale in lieu of
condemnation, whether by public, corporate, or other authority , Grantor shall immediately
give notice to Grantee and Fund , and shall take all appropriate actions related to such taking
or negotiated sale in coordination with and with the prior written approval of Grantee and
Fund, to recover the full fair market value (without regard to any diminution in value
attributable to the Conservation Easement) of the taking or acquisition and all incidental ,
direct, and severance damages resulting from the taking or acquisition . Grantee , its
successors and assigns , shall be entitled to its proportionate share of the Proceeds of Sale
according to Grantee ' s proportional interest in the value of the Property as determined
under Treasury Regulations § 1 . 170A.44 (g) (6) (ii) or any successor regulation . As such
designation is allowed by N . C . G . S . § 146 - 30 (a) , Grantee shall use its share of the Proceeds
of Sale in a manner consistent with the purpose (s) of the Conservation Easement as set
forth herein . Notwithstanding the foregoing, all Proceeds of Sale shall be distributed among
the Parties according to each Party ' s respective contribution to the purchase price of the
Property and this Conservation Easement as specified above . Nothing herein limits
Grantee ' s right to be included as a named party in any eminent domain action or its right
to just compensation for the taking of its property interest .
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2 . Changed Conditions . If a subsequent , unexpected change in conditions surrounding
the Property makes impossible or impractical the continued use of the Property or any pant
thereof for the purposes of this Conservation Easement as set forth herein , the Conservation
Easement may only be extinguished in whole or in part by judicial proceeding . If this
Conservation Easement is extinguished , in whole or in part, by judicial proceeding because
of changed conditions, Grantee , its successors and assigns , shall be entitled to its
proportionate share of the Proceeds of Sale according to Grantee ' s proportional interest in
the value of the Property as determined under Treasury Regulations § 1 . 170A- 14 (g) (6) ( ii )
or any successor regulation . As such designation is allowed by N . C . G . S . § 14 &30 (a) ,
Grantee shall use its share of the Proceeds of Sale in a manner consistent with the
purpose (s) of the Conservation Easement as set forth herein . Notwithstanding the
foregoing , all Proceeds of Sale shall be distributed among the Parties according to each
Party ' s respective contribution to the purchase price of the Property and this Conservation
Easement as specified above . Nothing herein limits Grantee ' s right to be included as a
named party in any judicial proceedings related to changed conditions .
D . Acts Beyond Grantor ' s Control . Nothing contained in this Conservation Easement
shall be construed to entitle Grantee to bring any action against Grantor for any injury or change
in the Property resulting from the acts of third parties not authorized by Grantor, or from causes
beyond Grantor ' s control , including , without limitation, fire, flood , storm , and earth movement, or
from any prudent action taken in good faith by Grantor under emergency conditions to prevent,
abate, or mitigate significant injury to life, property , or the Property , resulting from such causes .
E . Costs of Enforcement . Any costs incurred by Grantee in enforcing the terms of
this Conservation Easement against Grantor, including , without limitation , any costs of
restoration necessitated by Grantor ' s acts or omissions in violation of the terms of this
Conservation Easement, shall be borne by Grantor.
F . No Waiver . Any forbearance by Grantee to exercise its rights hereunder in the
event of any breach of any term set forth herein shall not be deemed or construed to be a waiver
by Grantee of such term or of any subsequent breach of the same or of any other term of this
Conservation Easement or of Grantee ' s rights . No delay or omission by Grantee in exercise of
any right or remedy shall impair such right or remedy or be construed as a waiver .
ARTICLE V . TITLE
Grantor covenants , represents , and warrants (1) that Grantor is the sole owner and is seized
of the Property in fee simple and has good right to grant and convey this Conservation Easement,
(ii ) that there is legal access to the Property , (iii) that the Property is free and clear of any and all
encumbrances, except those permitted exceptions outlined below, none of which would nullify ,
impair, or limit in any way the terms or effect of this Conservation Easement , ( iv) that Grantor
shall defend its title and Grantee ' s title against the claims of all persons whomsoever, and (v) that
Grantee, its successors and assigns , shall have the right to monitor and defend the terms of this
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Conservation Easement . The following are permitted exceptions to the above covenants ,
representations , and warranties :
ARTICLE VI . MISCELLANEOUS
A . Stewardship of the Conservation Easement . Pursuant to the terms of the Grant
Contract and any contract for stewardship of the Property entered into pursuant to the Grant
Contract , ASSOCIATION FOR THE PRESERVATION OF TIIE ENO RIVER VALLY , INC
will monitor and observe the Property in perpetuity to assure compliance with the purposes and
provisions of this Conservation Easement and the provisions of the Grant Contract, and that it
will report on the condition of the Property , or provide for such reporting, to State and Fund no
less frequently than once a year, and further will report immediately to State and Fund any
observed and/or known violations of this Conservation Easement or the Grant Contract . The
Parties acknowledge that the associated stewardship monies awarded under the Grant Contract
are administered pursuant to N . C . G . S . § 143B - 135 . 236 which establishes the North Carolina
Conservation Easement Endowment Fund , or any successor law, and Fund ' s internal policies and
procedures , and that ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER
VALLY , INC ' s obligation to monitor the Property at any given time is contingent on the
availability of said stewardship funds . Further, the Parties acknowledge that this obligation to
monitor the Property is assignable provided such assignment is made with the prior written
approval of Fund and evidenced by a written instrument signed by the Parties thereto and
recorded in the Office of the Register of Deeds of Orange County . Provided further, that any
such assignment of ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER
VALLY , INC ' s obligation to monitor the Property shall include a right of entry onto the Property
id monitoring obligation, and shall require the monitoring to be carried out
for the assignee of sa
in accordance with and subject to N . C . G. S . § 14313435 . 236 or any successor law, and Fund ' s
internal stewardship policies and procedures . The Parties specifically acknowledge that neither
ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER VALLY , INC] ' s
obligation to monitor the Property , nor its assignment of said obligation, shall have any effect on
the rights and obligations of Grantee of this Conservation Easement . Further, the Parties
covenant that the obligation to provide monitoring of the Property will survive any transfer of
Grantor ' s fee interest in the Property .
Be Subsequent Transfers of the Fee or Other Interests ; Licenses . Grantor agrees for
itself, its successors and assigns , that in the event it intends to transfer the Property , any interest
in the Property , or any license to use the Property , to notify Grantee and Fund in writing of the
names and addresses of any party to whom the Property , any interest in the Property , or any
license to use the Property , is to be transferred , the nature of the interest or license to be
transferred , and the terms and conditions of the intended transfer, at least sixty ( 60) days before
the transfer is intended to be consummated . Grantor, for itself, its successors and assigns , further
agrees to make specific reference to this Conservation Easement in a separate paragraph of any
subsequent lease, deed , license, or other legal instrument by which any interest or license in the
Property is conveyed . The Property owner shall not convey the Property or any interest or license
therein , and shall not incur, assume, or suffer to exist any lien, upon or with respect to the Property ,
without disclosing to the prospective transferee the Conservation Easement, the obligations of the
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Property owner, and the limitations on use of the Property . No interest or license in the Property
shall be transferred except in writing in accordance with the above . Nothing in this Paragraph
abrogates or limits Paragraph J of Article III hereof.
C . Subsequent Transfers of the Conservation Easement . The Parties hereto recognize
and agree that the benefits of this Conservation Easement are in gross and assignable with any
such assignee having all the rights and remedies of Grantee hereunder . The Parties hereby
covenant and agree, that in the event this Conservation Easement is transferred or assigned , the
transferee or assignee of the Conservation Easement will be a qualified organization as that term
is defined in Section 170 (h) (3 ) of the Internal Revenue Code of 1986 (the " Code") , as amended ,
or any successor section , and the regulations promulgated thereunder that is organized or
operated primarily for one of the conservation purposes specified in Section 170 (h) (4) (A) of the
Code, a qualified holder as that term is defined in the Act or any successor statute, and a
qualified grant recipient pursuant to N . C . G . S . Chapter 14313 , Article 2 , Part 41 . The Parties
firr•ther covenant and agree that the terms of the transfer or the assignment will be such that the
transferee or assignee will be required to continue to carry out in perpetuity the purpose ( s) of the
Conservation Easement that the contribution was originally intended to advance as set forth
herein , but acknowledge specifically that any transfer or assignment of the Conservation
Easement shall have no effect on ASSOCIATION FOR THE PRESERVATION OF THE ENO
RIVER VALLY, INC ' s obligation to provide stewardship of the Conservation Easement as set
forth in this Article VI .
D . Existing_ Responsibilities of Grantor and Grantee Not Affected . Other than as
specified herein, this Conservation Easement is not intended to impose any legal or other
responsibility on Grantee , or in any way to affect any existing obligation of Grantor as owner of
the Property . Among other things , this shall apply to .
L Taxes . Grantor 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 ,
Grantor shall reimburse Grantee for the same .
2 . Upkeep and Maintenance . Grantor shall continue to be solely responsible
for the upkeep and maintenance of the Property to the extent it may be
required by law . Grantee shall have no obligation for the upkeep or
maintenance of the Property .
3 . Liability and Indemnification . If Grantee is ever required by a court to pay
damages resulting from personal injury or property damage that occurs on
the Property , Grantor shall indemnify and reimburse Grantee for these
payments , as well as reasonable attorneys ' fees and other expenses of
defending itself, unless Grantee has committed a deliberate act that is
determined to be the sole cause of the injury or damage .
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E . Conservation Purpose . Grantor and Grantee , each for itself, and its respective
successors and assigns , agree that this Conservation Easement shall be held exclusively for
conservation purposes set forth by the Grant Contract , this Conservation Easement and as
specified in Section 170 ( h) (4) (A) of the Code . Further, this Conservation Easement shall be
construed to promote the purposes of the Act and such purposes of this Conservation Easement
as are defined in Section 170 (h) (4) (A) of the Code .
F . Recording . Grantee shall record this instrument and any amendment hereto in the
official records of Orange County , North Carolina , and may re -record it at any time as may be
required to preserve Grantee' s rights .
G . Notices . Any notices shall be sent by registered or certified mail , return receipt
requested , to the Parties at their addresses shown below, and each Party may update its
information by a notice sent in accordance with this Paragraph :
If to Grantee : If to Grantor :
State of North Carolina Orange County
NC Land and Water Fund PO Box 8181
1651 Mail Service Center Hillsborough , NC 27278Raleigh, NC
27699 - 1651
H . Amendments . Grantor and Grantee , or their successors in interest in the Property ,
are free to jointly amend this Conservation Easement, provided that no amendment will be
allowed that is inconsistent with the purposes of this Conservation Easement or affects the
perpetual duration of this Conservation Easement . Such amendments require the prior written
approval of both Grantor and Grantee and shall be effective upon recording in the public records
of Orange] County , North Carolina .
I . Environmental Condition of the Property , Grantor warrants , represents , and
covenants to Grantee that to the best of its knowledge after appropriate inquiry and investigation :
(a) the Property described herein is and at all times hereafter will continue to be in full
compliance with all federal , state, and local environmental laws and regulations, (b) as of the
date hereof, there are no hazardous materials, substances, wastes , or environmentally regulated
substances (including, without limitation , any materials containing asbestos) located on, in, or
under the Property or used in connection therewith, (c) that there are no environmental
conditions existing on the Property that may prohibit or impede use of the Property for the
purposes set forth herein, and (d) Grantor will not allow such conditions .
J . Indemnity . Grantor agrees to the fullest extent permitted by law, to protect ,
indemnify , and hold harmless Grantee from and against all claims , actions, liabilities , damages ,
fines, penalties , costs, expenses , and attorneys ' fees suffered or incurred as a direct or indirect
result of any violation of any federal, state, or local environmental or land use law or regulation
or of the use or presence of any hazardous substance, hazardous waste , or other regulated
material in , on, or under the Property .
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K . Entire Agreement . The Recitals set forth above and the exhibits , if any , attached
hereto are incorporated herein by reference . This instrument , including the Grant Contract
incorporated by reference herein , sets forth the entire agreement of the Parties with respect to the
Project and supersedes all prior discussions , negotiations , understandings , and agreements
relating to the Project . To the extent that this Conservation Easement is in conflict with the Grant
Contract, the terms of this Conservation Easement shall control .
L . Interpretation and Severance . This Conservation Easement shall be construed and
interpreted under the laws of the State and the United States , and any ambiguities herein shall be
resolved so as to give maximum effect to the conservation purposes sought to be protected
herein . The normal rule of construction of ambiguities against the drafting party shall not apply
in the interpretation of this Conservation Easement . Further, this Conservation Easement shall be
construed to promote the purposes of the Act, which authorizes the creation of conservation
agreements for purposes including those set forth herein, and such conservation purposes as are
defined in Section 170 (h) (4) (A) of the Code . If any provision of this Conservation Easement is
found to be invalid , the remainder of the provisions of this Conservation Easement, and the
application of such provisions to persons or circumstances other than those as to which it is
found to be invalid , shall not be affected thereby and shall remain in fiill force and effect .
M . Parties . Every provision of this Conservation Easement that applies to Grantor or
to Grantee or to Fund shall likewise apply to their respective executors , administrators,
successors , and assigns .
N . No Extinguishment through Merge . The Parties agree that the doctrine of
extinguishment by merger shall not apply to this Conservation Easement because of the public
interest in its enforcement . The Parties agree that this Conservation Easement and its terms shall
survive any coming together of the ownership of the fee interest in the Property and the
Conservation Easement interest , and that this Conservation Easement shall not be merged into
the fee interest . Further, the Parties agree that if Grantee, or any successor in interest to Grantee ,
acquires title to any fee interest in the Property subject to this Conservation Easement, (1 ) said
owner shall observe and be bound by the obligations and the restrictions imposed upon the
Property by this Conservation Easement and (ii) this Conservation Easement shall not be
extinguished through the doctrine of merger in any way in view of the public interest in its
enforcement .
O . Subsequent Liens . No provision of this Conservation Easement shall be construed
as impairing the ability of Grantor to use the Property for collateral for borrowing purposes,
provided that any mortgage or lien arising therefrom shall be subordinate to this Conservation
Easement .
P . Gender. The designations Grantor, Grantee , State, and Fund , as used herein shall
include the persons or entities indicated and their administrators , successors , and assigns, and
shall include the singular, plural , masculine , feminine , or neuter as the context may require .
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Q . Headings . The headings of the various sections of this Conservation Easement
have been inserted for convenience only and shall not modify , define, limit, or expand the
express provisions of this Conservation Easement .
TO HAVE AND TO HOLD unto Grantee , its successors and assigns , forever . The
covenants agreed to and the terms , conditions, restrictions , and purposes imposed as aforesaid
shall be binding upon Grantor and Grantor ' s representatives , successors and assigns , and shall
continue as a servitude running in perpetuity with the Property .
[ See next page for signatures and notary acknowledgement]
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IN WITNESS WHEREOF , Grantor, by authority duly given , has hereunto caused these
presents to be executed under seal in such form as to be binding, the day and year first above
written , and Grantee accepts this Conservation Easement by the recording hereof in the public
records .
GRANTOR :
ORANGE COUNY, A LOCAL BODY POLITIC
By : (SEAL)
(Name of Person Signing)
(Title of Person Signing)
ATTEST :
By :
(Name of Corporate Secretary)
Corporate Secretary
[ Affix Corporate Seal )
STATE OF NORTH CAROLINA
COUNTY OF
I , the undersigned Notary Public of the aforesaid county , North Carolina , do hereby
certify that (Name of Attester) personally appeared before me this day and acknowledged that
he/she is the Corporate Secretary of (Name of Grantor) , a nonprofit corporation, and that by
authority duly given and as the act of the corporation , the foregoing instillment was signed in its
name by its (Title of Person signing for Grantor), (Name of person signing for Grantor, sealed
with its corporate seal , and attested by himself/herself as its Corporate Secretary .
Witness my hand and notarial seal this the day of ,
20
Notary Public .
Printed Name :
My commission expires :
STAMP/SEAL
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EXHIBIT A
LEGAL DESCRIPTION OF PROPERTY
PROPERTY OF
TOWNSHIP
COUNTY , NORTH CAROLINA
[Insert legal description]
Together with those rights of access described on page(s) of this Conservation Easement ,
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