DEED OF CONSERVATION EASEMENT
THIS DEED OF CONSERVATION EASEMENT ("Conservation Easement") made this
day of , 2002, by and between:
, having an address at:
, Maryland ("Grantors") and
, having an address at:
, Maryland ("Grantee").
WITNESSETH
WHEREAS the Maryland Environmental Trust is charitable in nature, is created and
exists, pursuant to Subtitle 2 of Title 3 of the Natural Resources Article, Annotated Code
of Maryland (2000 Replacement Volume as amended), to conserve open space and the
natural and scenic qualities of the environment, among other things, and is a qualified
organization within the meaning of Section 170(h)(3) of the Internal Revenue Code;
WHEREAS Grantors own in fee simple acres, more or less, of certain real
property (the "Property") situate, lying and being in County,
Maryland, and more particularly described in Exhibit A attached hereto, which was
conveyed to the Grantors by by Deed dated
and recorded among the land records of
County, Maryland in Liber , Folio
. The address of the Property is:
.
WHEREAS Grantors and Grantee recognize the open-space conservation value of the
Property in its present state, as a natural and rural area that has not been subject to
development, and have identified significant conservation features in Exhibit B attached
hereto;
NOW, THEREFORE, as an absolute gift for no monetary consideration ($0.00) but in
consideration of the facts stated in the above recitals and the covenants, terms, conditions
and restrictions hereinafter set forth, Grantors unconditionally and irrevocably hereby grant
and convey unto Grantee, its successors and assigns, forever and in perpetuity, a
Conservation Easement of the nature and character and to the extent hereinafter set forth,
with respect to the Property:
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The purpose of this Conservation Easement is to maintain the significant conservation
values, including the significant conservation features identified in Exhibit B and the
dominant scenic, cultural, rural, agricultural, woodland and wetland [Note to drafter: take
out those that are not protected in the easement] characteristics of the Property, and to
prevent the use or development of the Property for any purpose or in any manner that
would conflict with these features and characteristics and the maintenance of the Property
in its open-space condition.
ARTICLE I. DURATION OF EASEMENT
This Conservation Easement shall be perpetual. It is an easement in gross and as such is
inheritable and assignable in accordance with Article VI and runs with the land as an
incorporeal interest in the Property, enforceable with respect to the Property by Grantee
against Grantors and their personal representatives, heirs, successors and assigns.
ARTICLE II. PROHIBITED AND RESTRICTED ACTIVITIES
A. Activities other than Agriculture (as that term is defined below) and residential and
private recreational uses, are prohibited on the Property, except (1) for small-scale
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commercial activities within structures used as residences (for example, a professional
office and an at-home day care); (2) for small-scale commercial activities related to
Agriculture within structures used for Agriculture (for example, a farm machine repair
shop and a seed and mineral shop); and (3) the sale to the public of Agricultural products
produced on the Property. Any commercial recreation not prohibited by the preceding
sentence shall be limited to a de minimis amount.
“Agriculture” (or “Agricultural” as the context requires), means all methods of production
and management of livestock, crops, trees and other vegetation, as well as aquiculture.
This includes the related activities of tillage, fertilization, pest control, and harvesting as
well as the feeding, housing, training and maintaining of animals such as cows, sheep,
goats, hogs, horses, and poultry.
B. Display of billboards, signs or advertisements is prohibited on or over the Property,
except: (1) to state solely the name and/or address of the Property and/or the owners; (2) to
advertise the sale or lease of the Property; (3) to advertise the Agricultural uses of the
Property; (4) to advertise the sale of goods or services produced by permitted uses of the
Property; (5) to commemorate the history of the Property, its recognition under state or
federal historical registers, or its protection under this Conservation Easement or state and
local environmental or game laws; or (6) to prohibit trespassing or regulate hunting;
provided that no sign or billboard on the Property shall exceed four (4) feet by four (4)
feet. Multiple signs shall be limited to a reasonable number, shall be placed at least five
hundred (500) feet apart, shall not damage living trees, and shall be placed in accordance
with applicable local regulations, except that signs permitted under exception (6) may be
placed the lesser of 100 feet apart or the distance required by law.
C. Dumping or placement of soil, trash, ashes, garbage, waste, abandoned vehicles,
appliances, machinery and other materials on the Property is prohibited, except that soil,
rock, other earth materials, vegetative matter or compost may be placed (1) as may be
reasonably necessary for Agriculture on the Property or (2) as may be reasonably
necessary for the construction and/or maintenance of structures permitted under this
Conservation Easement and means of access.
D. Excavation, dredging, mining and removal of loam, gravel, soil, rock, sand, coal,
petroleum and other materials are prohibited, except (1) for the purpose of combatting
erosion or flooding, (2) for Agriculture on the Property, or (3) for the construction and/or
maintenance of permitted structures, homesites, means of access and wildlife habitat.
E. Other than creation and maintenance of man-made ponds and Agricultural drainage
ditches, diking, draining, filling, dredging or removal of wetlands is prohibited. Wetlands
means portions of the Property defined by Maryland state law or federal law as wetlands at
the time of the proposed activity.
F. Management and harvesting of all forests on the Property shall be consistent with the
Soil Erosion and Sediment Control Guidelines for Forest Harvest Operations in Maryland,
prepared by the Maryland Department of Environment (the “Guidelines”), or comparable
provisions of any guidelines or regulations which may replace the Guidelines in the future
and as they may be amended from time to time.
G. Buildings, means of access and other structures are prohibited on the Property, except
the following, which include the existing structures on the Property listed in Exhibit C:
(1) ( ) - primary
residence(s);
(2) ( ) - accessory
residence(s), {OPTION:”provided that it (they) may not without the approval of Grantees
exceed a gross floor area of 2000 square feet, calculated by first multiplying the exterior
footprint of the portions of the structure with multiple stories by the number of stories with
windows and then adding the exterior footprint of any portions of the structure with one
story, including, but not limited to, porches and garages, but excluding unenclosed decks,
basements and attics”}(the term “ accessory residence(s)” includes, but is not limited to,
guest houses, tenant houses, farm manager houses, mobile homes, seasonal cabins and all
other structures used as residences that are not primary residences);
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(3) non-residential structures designed, constructed and utilized for the purpose of serving
the primary residence(s) (for example, garage, well house, swimming pool, and pier);
(4) well house(s) for accessory residence(s);
(5) non-residential structures designed, constructed and utilized in connection with the
Agricultural uses of the Property; and
(6) reasonable means of access to all permitted uses and structures.
Each residential structure shall only be used for the purpose of a single-family dwelling
unit.
Grantors shall notify Grantee at least ninety (90) days in advance of any construction or
work preparatory to construction (such as plats, permits, drawings or proposed
subdivisions) regarding the location of any new residential structure, the location of any
replacement residential structure if different from the location of the replaced structure, the
conversion of any previously non-residential structure to a residential structure, and the
location of a new means of access to a residential structure, all of which shall be subject to
the approval of Grantee. Such approval shall be granted or denied based on the Grantee’s
opinion as to whether or not the proposed location conforms with the conservation values
listed in Exhibit B of this Conservation Easement. [Note to drafter: Remember to remove
inapplicable items listed in this final paragraph.]
H. The division, partition or subdivision (Division) of the Property, including the lease of
any portion less than one-hundred percent (100%) thereof for a term in excess of twenty
(20) years, is prohibited. However, the Grantee may approve the Division of the Property
for reasons which the Grantee determines, in its sole discretion, are sufficiently
extraordinary to justify an exception to the prohibition. [Note to drafter: see options for
common ownership language.]
I. A one-hundred (100) foot vegetative buffer strip (Buffer) along each side of the
FORMTEX T River (Creek, etc.) (Water Body) shall be permitted to
naturally revegetate or shall be planted with native species, and once established, shall not
be disturbed, except as may be reasonably necessary for: (1) erosion control; (2) subject to
Grantee’s approval, wildlife management; (3) recreational water uses and associated
structures; (4) reasonable access for irrigation, hunting, fishing, or trapping; (5) reasonable
access to the water; (6) control of non-native and invasive species or (7) subject to
Grantee’s approval, reasonable access to the remainder of the Property. Manure and
compost shall not be stored and pesticides, insecticides, herbicides or fertilizers shall not
be used or deposited within one hundred (100) feet of any creeks, streams, rivers or
shorelines without Grantee’s approval.
J. Grantors hereby grant to Grantee all development rights (except as specifically reserved
herein) that are now or hereafter allocated to, implied, reserved or inherent in the Property,
and the parties agree that such rights may not be used or transferred to any portion of the
Property as it now is or hereafter may be bounded or described, or to any other property
adjacent or otherwise, and may not be used for the purpose of calculating permissible lot
yield of the Property or any other property. Grantors further agree that the Property shall
not be used to provide required open space for the development or subdivision of another
property, nor shall it be used in determining any other permissible residential, commercial
or agricultural uses of another property.
K. All rights reserved by Grantors or activities not prohibited by this Conservation
Easement shall be exercised so as to prevent or to minimize damage to water quality, air
quality, land/soil stability and productivity, wildlife, scenic and cultural values, and the
natural topographic and open-space character of the Property.
L. If Grantors believe or reasonably should believe that the exercise of a right not
prohibited by this Conservation Easement may have a significant adverse effect on the
purpose of this Conservation Easement or the conservation interests associated with the
Property, Grantors shall notify Grantee in writing before exercising such right.
ARTICLE III. ENFORCEMENT AND REMEDIES
A. Upon any breach of a Term of this Conservation Easement by Grantors, Grantee may,
exercise any or all of the following remedies:
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(1) institute suits to enjoin any breach or enforce any Term by temporary, and/or
permanent injunction either prohibitive or mandatory, including a temporary restraining
order; and
(2) require that the Property be restored promptly to the condition required by this
Conservation Easement.
Grantee's remedies shall be cumulative and shall be in addition to all appropriate legal
proceedings and any other rights and remedies available to Grantee at law or equity. If
Grantors are found to have breached any of Grantor's obligations under this Conservation
Easement, Grantors shall reimburse Grantee for any costs or expenses incurred by Grantee,
including court costs and reasonable attorney's fees.
B. No failure on the part of Grantee to enforce any Term hereof shall discharge or
invalidate such Term or any other Term hereof or affect the right of Grantee to enforce the
same in the event of a subsequent breach or default.
C. Grantee, and its employees and agents, shall have the right to enter the Property at
reasonable times for the purpose of inspecting the Property to determine whether the
Grantor is complying with the Terms of this Conservation Easement; provided that, except
in cases where Grantee determines that immediate entry is required to prevent, terminate or
mitigate a suspected or actual violation of this Conservation Easement, such entry shall be
upon sending prior reasonable notice to Grantors’ last known address. This right of
inspection does not include access to the interior of buildings and structures.
ARTICLE IV. NO PUBLIC ACCESS
The granting of this Conservation Easement does not convey to the public the right to enter
the Property for any purpose whatsoever.
ARTICLE V. EXHIBITS
The following exhibits are hereby made a part of this Conservation Easement:
A. Exhibit A: Boundary Description and Property Reference is attached hereto and made a
part hereof. Exhibit A consists of ( )pages.
B. Exhibit B: Summary of Conservation Values is attached hereto and made a part hereof.
Exhibit B consists of ( )pages.
C. Exhibit C: Inventory of Existing Structures is attached hereto and made a part hereof.
Exhibit C consists of ( )pages.
[Note to drafter: Although terms like “historic mansion” and “guest house” are
acceptable in Exhibit C, the exhibit must clearly state whether each residential structure is
a primary residence or accessory residence. In addition, the drafter should make sure that
every existing structure is a permitted structure and does not violate a size restriction. The
best method is to have Exhibit C include a reference to an exception in II.G. for each
structure. If more than one exception applies, both exceptions should be listed.]
D. Exhibit D: Color Slides of the Property With Description of Slides and Slide Index
Numbers are kept on file at the principal office of the Grantee and are fully and completely
incorporated into this Conservation Easement as though attached hereto and made a part
hereof. Exhibit D consists of ( ) color slides and
( )pages. E. Exhibit E: Annotated Aerial Photograph of the Property is kept on file at
the principal office of the Grantee and is fully and completely incorporated into this
Conservation Easement as though attached hereto and made a part hereof. Exhibit E
consists of one (1) page. F. Exhibit F: Tax Map Showing Approximate Location of
Property. This is to be used only by Grantee as an aid for locating the Property. It is not a
plat or legal description of the Property. Exhibit F consists of one (1) page.
The parties acknowledge that these exhibits, other than Exhibit F, (collectively, the
Baseline Documentation) reflect the existing uses, conservation values and structures on
the Property as of the date of this Conservation Easement.
ARTICLE VI. MISCELLANEOUS
A. Grantee may assign, upon prior written notice to Grantors, its rights under this
Conservation Easement to any "qualified organization" within the meaning of Section
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170(h)(3) of the Internal Revenue Code or the comparable provision in any subsequent
revision of the Code and only with assurances that the purpose of this Conservation
Easement will be maintained; and, if any such assignee shall be dissolved or shall abandon
this Conservation Easement or the rights and duties of enforcement herein set forth, or if
the proceedings are instituted for condemnation of this Conservation Easement, the
easement and rights of enforcement shall revert to Grantee; and if Grantee shall be
dissolved and if the terms of the dissolution fail to provide a successor, then Grantors, their
personal representatives, heirs, successors or assigns, shall institute in a court of competent
jurisdiction a proceeding to appoint an appropriate successor as Grantee. Any such
successor shall be a "qualified organization" within the meaning of Section 170(h)(3) of
the Internal Revenue Code or the comparable provision in any subsequent revision of the
Code. No assignment may be made by Grantee of its rights under this Conservation
Easement unless Grantee, as a condition of such assignment, requires the assignee to carry
out the conservation purpose of this Conservation Easement.
B. In order to provide Grantee with notice of a change in ownership or other transfer of an
interest in the Property, Grantors agree for themselves, their personal representatives, heirs,
successors and assigns, to notify Grantee in writing of the names and addresses of any
party to whom the Property, or any part thereof, is to be transferred at or prior to the time
said transfer is consummated.
C. Grantee agrees to hold this Conservation Easement exclusively for conservation
purposes, as defined in Section 170(h)(4)(A) of the Internal Revenue Code.
D.
(1) The granting of this Conservation Easement gives rise to a property right, immediately
vested in Grantee, with a fair market value equal to the ratio of the value of this
Conservation Easement on the effective date of this grant to the value of the Protected
Property without deduction for the value of the Conservation Easement on the effective
date of this grant. The value on the effective date of this grant shall be the deduction for
federal income tax purposes allowable by reason of this grant, pursuant to Section 170(h)
of the Code. The parties shall include the ratio of those values with the Baseline
Documentation and shall amend such values, if necessary, to reflect any final
determination thereof by the Internal Revenue Service or a court of competent jurisdiction.
For purposes of this paragraph, the ratio of the value of the Conservation Easement to the
value of the Property unencumbered by the Conservation Easement shall remain constant,
and the percentage interests of Grantors and Grantee in the fair market value of the
Property thereby determinable shall remain constant.
(2) If circumstances arise in the future that render the entire purpose of this Conservation
Easement impossible to accomplish, this Conservation Easement may only be terminated
or extinguished whether with respect to all or part of the Property, by judicial proceedings
in a court of competent jurisdiction. In the event of any sale of all or a portion of the
Property (or any other property received in connection with an exchange or involuntary
conversion of the Property) after such termination or extinguishment, and after the
satisfaction of prior claims and net of any costs or expenses associated with such sale,
Grantors and Grantee shall divide the proceeds from such sale (minus any amount
attributable to the value of additional improvements made by Grantors after the effective
date of this Conservation Easement, which amount is reserved to Grantors) in accordance
with their respective percentage interests in the fair market value of the Property, as such
percentage interests are determined under the provisions of the preceding paragraph,
adjusted, if necessary, to reflect a partial termination or extinguishment of this
Conservation Easement. All such proceeds received by Grantee shall be used by Grantee in
a manner consistent with Grantee=s conservation purposes.
(3) If all or any part of the Property is taken under the power of eminent domain by public,
corporate or other authority, or otherwise acquired by such authority through a purchase in
lieu of a taking, Grantors and Grantee shall join in appropriate proceedings at the time of
such taking to recover the full value of the interests in the property subject to the taking
and all incidental or direct damages resulting from the taking. All expenses reasonably
incurred by the parties to this Conservation Easement in connection with such taking shall
be paid out of the recovered proceeds. Grantors and Grantee shall be respectively entitled
to compensation from the balance of the recovered proceeds in conformity with the
provisions of paragraphs (1) and (2) (with respect to the allocation of proceeds). The
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respective rights of Grantors and Grantee set forth in this section (D) shall be in addition
to, and not in limitation of, any rights they may have at common law with respect to a
modification or termination of this Conservation Easement by reason of the exercise of
powers of eminent domain as aforesaid.
(4) The Terms of this section (D) are subject to any applicable Maryland or Federal
statutes.
E. Grantors and Grantee may jointly amend this Conservation Easement; provided that no
amendment shall be allowed that will affect the qualification of this Conservation
Easement or the status of Grantee under any applicable state or federal law, including
Section 170(h) of the Internal Revenue Code. Proposed amendments will not be considered
unless in the opinion of Grantee they (1) have no adverse effect on the conservation values
protected by this Conservation Easement and (2) uphold the intent of the original grantors
and the fiduciary obligation of Grantee to protect the property for the benefit of the public
in perpetuity. Grantee shall not be required to agree to any amendment. Amendments shall
be subject to approval of the Maryland Board of Public Works, and shall be recorded
among the Land Records where this Conservation Easement is recorded.
F. In the event that any applicable state or federal law imposes affirmative obligations on
owners of land which if complied with by Grantors would be a violation of a Term of this
Conservation Easement, Grantors shall: (i) if said law requires a specific act without any
discretion on the part of Grantors, comply with said law and give Grantee written notice of
Grantors’ compliance as soon as reasonably possible, but in no event more than thirty (30)
days from the time Grantors begin to comply; or (ii) if said law leaves to Grantors
discretion over how to comply with said law, use the method most protective of the
conservation features of the Property listed in Exhibit B.
G. This Conservation Easement shall be construed to promote the purposes of the statutes
creating and governing the Maryland Environmental Trust, the purposes of Section 2-118
of the Real Property Article of the Annotated Code of Maryland, and the purpose of this
Conservation Easement, including such purposes as are defined in Section 170(h)(4)(A) of
the Internal Revenue Code.
H. The Terms of this Conservation Easement do not replace, abrogate or otherwise set
aside any local, state or federal laws, requirements or restrictions imposing limitations on
the use of the Property.
I. This instrument sets forth the entire agreement of the parties with respect to the
Conservation Easement and supersedes all prior discussions, negotiations, understandings
or agreements relating to this Conservation Easement. If any Term is found to be invalid,
the remainder of the Terms of this Conservation Easement, and the application of such
Term to persons or circumstances other than those as to which it is found to be invalid,
shall not be affected thereby.
J. Grantee shall record this instrument in a timely fashion among the Land Records of
County, Maryland, and may re-record it at any time as may be required to
preserve its rights under this Conservation Easement.
K. Grantors certify that all mortgages and deeds of trust (collectively “Liens”), if any,
affecting the Property are subordinate to, or shall become subordinate to, the rights of
Grantee under this Conservation Easement. Grantors have provided, or shall provide, a
copy of this Conservation Easement to all mortgagees, and to all beneficiaries and/or
trustees of deeds of trust (collectively “Lienholders”), already affecting the Property or
which will affect the Property prior to the recording of this Conservation Easement, and
shall also provide notice to Grantee of all such Liens. Each of the Lienholders has
subordinated, or shall subordinate prior to recordation, the Liens to this Conservation
Easement either by signing a subordination instrument contained at the end of this
Conservation Easement which shall become a part of this Conservation Easement and
recorded with it, or by recording a separate subordination agreement pertaining to any such
Lien.
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L. Any notices by Grantors to Grantee pursuant to any Term hereof shall be sent by
registered or certified mail, return receipt requested, addressed to Maryland Environmental
Trust, 100 Community Place, First Floor, , Maryland , or to
such other address as Grantee may establish in writing on notification to Grantors, or to
such other address as Grantors know to be the actual location of Grantee.
M. For purposes of this Conservation Easement, “Grantors” shall mean only, at any given
time, the then current fee simple owners of the Property and shall not include the original
Grantors herein unless said original Grantors are still the then current fee simple owners of
the Property, except that if any Grantor has violated any term of this Conservation
Easement, he shall continue to be liable therefor.
N. In any case where the Terms of this Conservation Easement require the permission,
consent or approval (Approval) of Grantee, the Approval shall be requested by written
notice to Grantee prior to the proposed activity or use. Grantee shall consider the specific
Term of this Conservation Easement requiring the Approval, the purpose of this
Conservation Easement and the conservation values listed in Exhibit B. The Approval shall
be deemed to have been given unless within ninety (90) days after receipt of notice
Grantee mails notice to Grantors of disapproval and the reason therefore. In the event of a
conflict between this paragraph and a Term requiring Approval, the Term requiring
Approval shall prevail.
TO HAVE AND TO HOLD unto the Maryland Environmental Trust, its successors and
assigns, forever. The covenants agreed to and the terms, conditions, and restrictions
imposed as aforesaid shall be binding upon Grantors, their survivors, agents, personal
representatives, heirs, assigns and all other successors to them in interest, and shall
continue as a servitude running in perpetuity with the Property.
AND Grantors covenant that they have not done or suffered to be done any act, matter or
thing whatsoever, to encumber the interest in the Property hereby conveyed; that they will
warrant specially the Property granted and that they will execute such further assurances of
the same as may be requisite.
IN WITNESS WHEREOF, Grantors and Grantee have hereunto set their hands and seals
the day and year above written.
GRANTORS:
(SEAL)
(SEAL)
STATE OF MARYLAND, of , TO WIT:
I HEREBY CERTIFY, that on this day of , 20 , before me
the subscriber, a Notary Public of the State aforesaid, personally appeared
, known to me (or satisfactorily proven) to be the Grantors of the
foregoing Deed of Conservation Easement and acknowledged that he/she executed the
same for the purposes therein contained and in my presence signed and sealed the same.
WITNESS my hand and Notarial Seal.
Notary Public
My Commission Expires:
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ACCEPTED BY GRANTEE:
THE MARYLAND ENVIRONMENTAL TRUST
BY
Director
I hereby certify this deed was prepared by or under the supervision of
, an attorney admitted to practice by the Court of
Appeals of Maryland.
Approved as to legal form and sufficiency this day of , .
Approved means the document meets the legal requirements for a deed of easement; it
does not mean approval or disapproval of the transaction.
Assistant Attorney General
Recording Note: The short form subordination should begin with the page number
following the last page of the easement, and be recorded before the Exhibit A.
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