HomeMy WebLinkAbout2004-114 Trust Deed - ACLTWhen Recorded Return Original to:
Barbara Christensen, City Recorder
20 East Main Street, Ashland, Oregon 97520
Jackson County Official Records 2004-033619
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Cnt=l Stn=5 BARTLEGE06/17/2004 10:42:54 AM
$30.00 $5.00 S11.00 Total:S46.00
01036208200400336190060061
I, Kathleen S. Becket't, Coun~ Clerk for Jackson County, Oregon,
certify that the instrument ide,ntified herein was recorded in the Clerk
records.
Kathleen S. Beckett - County Clerk
TRUST DEED
This trust deed is made on .__.~ (~~ ,2004, between The Ashland
Community Land Trust (ACI~./, as Grantor(s), the City of Ashla-~'-~, as Beneficiary, and
Paul Nolte~ an active membbr~of the Oregon State Bar as Trustee.
1. Conveyance by Grantor. For good and valuable consideration, receipt of which is
acknowledged, and for the purpose of securing the loan obligations described in Section
3 below, Grantor irrevocably grants, bargains, sells, conveys, assigns, and transfers to
Trustee in trust for the benefit and security of the Beneficiary, with power of .,;ale and
right of entry and possession, all of Grantor's right, title, and interest in and to the real
property located in Jackson County, State of Oregon, and more particularly described in
the attached Exhibit A (the "Property").
2. The Note. Beneficiary has offered to defer the systems development charges due on
the Property and to make a loan to Grantor for the amount of the charges which loan is
to be evidenced by a promissory note of the same date as this trust deed. (The
promissory note as modified, supplemented, extended, renewed, or replaced from time
to time is referred to below as the "Note".) The date of maturity of the debt secured by
this instrument is 20 years from the date of the Note. In the event the Property, or any
part of, or interest in, the Property is sold, agreed to be sold, conveyed, assigned or
alienated by the Grantor without complying with the terms of the Note or the Agreement
described below, then, at the Beneficiary's option, all obligations secured by this
instrument, irrespective of the maturity dates expressed above or in the Note, shall
immediately become due and payable.
3. Obligations Secured. This trust deed secures the following, collectively referred to
as the "loan obligations":
3.1. The payment of all indebtedness, including but not limited to principal and interest,
and the performance of all covenants and obligations of Grantor under the Note,
whether such payment and performance is now due or becomes due in the future;
3.2. The payment and performance of all covenants and obligations in the City of
./~z.~hland Affordable. Housing Resal,e, Restriction Agreement (SDCs Only) dated
~_t~ ( the Agreement ) entered into by Grantor and Beneficiary. The term
(~-~an o[bligat~'ons" as used in this trust deed shall mean all amounts payable 11o
1~'eneficiary under the terms of the Note and the Agreement.
4. Possession. Grantor agrees to pay the Note and the Agreement in accordance with
PAGE1-TRUST DEED
their terms. Until default occurs, Grantor shall remain in possession and control of the
property and subject to the terms of the Agreement, Grantor shall be free to operate and
manage the property and receive the proceeds of operation.
5. Warranty of title. Grantor warrants that Grantor holds merchantable title to the
property in fee simple or that Grantor holds a vendee's interest in the property under a
conditional sales contract. Grantor warrants and will defend Grantor's title against the
lawful claims of all persons. In the event any action or proceeding is commenced that
questions Grantor's title or the interest of Beneficiary or Trustee under this deed,
Grantor shall defend the action at Grantor's expense.
6. Powers of Trustee. In addition to all powers of Trustee arising as a matter of law,
Trustee shall have the power to take the following action with respect to the property on
the request of Beneficiary and Grantor: (a) joining in the dedication of roads or other
rights in the public; (b) joining in granting any easement or creating any restriiction on
the property; (c) joining in any subordination or other agreement affecting this deed or
the interest of Beneficiary under this deed; or (d) selling the property or any part thereof.
Trustee shall not be obligated to notify any other party of a pending sale under any
other deed or trust or lien, or of any action or proceeding in which Grantor, Beneficiary,
or Trustee shall be a party, unless the action or proceeding is brought by Trustee.
7. Deed of Reconveyance. If Grantor pays all of the loan obligations when due and
otherwise performs all of the obligations imposed on Grantor under this instrument, the
Note and the Agreement, Beneficiary shall execute and deliver to Trustee a request for
full reconveyance.
8. Default. Grantor shall be deemed to be in default if Grantor fails to perforrn any of the
obligations imposed by this deed, the Note or the Agreement.
9. Remedies. On the occurrence of any event of default and at any time thereafter,
Beneficiary may exercise any one or more of the following rights and remedies:
9.1. The right to declare all sums secured by this trust deed immediately due and
payable.
9.2. The right to foreclose by notice and sale by Trustee or by judicial
foreclosure, in either case in accordance with applicable law.
9.3. The right in connection with any legal proceedings to have a receiver
appointed to take possession of any or all of the property, with the power to
protect and preserve the property and to use the property preceding fl~reclosure
or sale and apply the proceeds, over and above costs of the receivership, against
the loan obligations. The receiver may serve without bond if permitted by law.
Beneficiary's right to the appointment of a receiver shall exist whether or not
apparent value of the property exceeds the loan obligations by a substantial
amount.
PAGE 2-TRUST DEED
9.4. Any other right or remedy provided in this deed, the Note or the Agreement.
10. Application of proceeds. In the event the Trustee exercises the power of sale
conferred by this trust deed, the Trustee shall apply the proceeds of the sale :in the
following order:
10.1. To the expense of the sale, including reasonable attorney fees,
10.2. To the loan obligations secured by this trust deed, and
10.3. The surplus, if any, to the persons entitled thereto.
1 1. Waiver. A waiver by either party of a breach of a provision of this agreernent shall
not constitute a waiver of or prejudice the party's right otherwise to demand strict
compliance with that provision or any other provision. Election by Beneficiary to pursue
any remedy shall not exclude pursuit of any other remedy, and an election to make
expenditures or take action to perform an obligation of Grantor under this deed after
failure of the Grantor to perform shall not affect Beneficiary's right to declare a default
and exercise its remedies under this trust deed or the Contract.
12. Trust Deed Binding on Successors and Assigns. Subject to the limitations stated
in this deed on transfer of Grantor's interest, and subject to the provisions of applicable
law with respect to successor trustees, this deed shall be binding on and inu~re to the
benefit of the parties, their successors and assigns.
STATE OF OREGON
COUNTY OF JACKSON
/~£i This instrument was a.cknowledged before me on
NANCY E SLOCUM
NOTARY PUBLIC - OREGON
COMMISSION NO. 371650
MY COMMISSION EXPIRES SEPT. 18, 2007
~ '~"O5/ by
No/t/ary Pubic for"'Oregon
My commission expires:
PAGE 3-TRUST DEED
EXHIBIT "A" ·
TRACT A: Beginning at the southeast corner of Lot Ten (10) of THE
ASHLAND HOMESTEAD ASSOCIATION tract in the City of Ashland, Jackson
County, Oregon; thence North, along the east line thereof, 80.0
feet; thence West, 113.5 feet to the west line of the East Half of
said Lot; thence South, along said line, 80.0 feet to the south
line of said Lot; thence East, along said line, 113.5 feet to the
point of beginning.
TRACT B: Beginning at a point on the division line between the East
Half and the West Half of Lot Ten (10) of THE ASHLAND HOMESTEAD
ASSOCIATION tract in the City of Ashland, Jackson County, Oregon,
which point bears 80.0 feet North of the south line of said Lot;
thence North, along said division line, 52.71 feet to the southwest
corner of tract conveyed to the Lithia Lumber Co., thence North
78°00' East, along the southerly line of said tract, 46.21 feet;
thence South, 62.32 feet; thence West, 45.2 feet to the point of
beginning.
(Code 5-01, Account #1-007643-7, Map #391E10BC, Tax Lot #3101)
PAGE 4-TRUST DEED
When Recorded Return Original to:
Barbara Christensen, City Recorder
20 East Main Street, Ashland, Oregon 97520
PROMISSORY NOTE
SECURED BY DEED OF TRUST
$32,663.39 Ashland, Oregon, --~ (~~-2004
For value received, Ashland Community Land Trust of Oregon (AC;I_T) promises to pay
to the order of the City of Ashland, Oregon, ("City"), at City Hall or such other place as
the City may designate, the principal sum of lhirt¥ two thousand six hundred sixty
three & ~,~00 ($32~6637), plus accrued interest, upon the terms and conditions set forth
below.
1. AFFORDABLE HOUSING AGREEMENT. This obligation is secured by a 'l-rust Deed
on certain real property developed for six rental units ("the property") and is subject to
all the terms and conditions of such Trust Deed. This obligation is given pursuant to a
"CITY OF ASHLAND AFFORDABLE HOUSING RESALE RESTRICTION
AGREEMENT (SDCs ONLY)" and is subject to all the terms and conditions of such
agreement (further referred to in this note as "the Agreement"). The promisor shall have
the right to prepay all or any portion of the unpaid principal of this note without penalty.
However, any payments shall be applied first to accumulated interest and then to
principal.
2. INTEREST. The unpaid principal balance of this note shall bear simple interest at the
rate of six percent (6.0%) per year from the date of this note until paid.
3. REPAYMENT.
3.1 . During the first 20 years after this note is executed, no payments of either
principal or interest shall be due or payable so long as ACLT continues to own the
property and make the six rental units available to eligible Iow-income households, and
so long as ACLT is not in violation of any of the terms of this note or the trust deed
securing it. As set forth in the Agreement, ACLT may also make a transfer of the
property containing the rental units to a buyer who shall assume this note without
violating the terms of this note.
During the first 20 years after this note is executed, the total amount of the
principal and accrued interest shall become immediately due and payable in full upon
the transfer of the property to any person or entity, other than a buyer as defined in the
Agreement who assumes this note and the trust deed securing it, and agree to comply
with all of its terms, or whenever ACLT is in default for failure to comply with any of the
terms of this note or the trust deed. At the end of 20 years following the date of
execution of this note, if ACLT is at that time the owner of the property containing the
rental units and is not in default under any terms of this note or the trust deed, this note
PAGE 1 of 2-Promissory Note (Rev'd 5/04)
and the obligation to pay the principal and accrued interest shall be cancelled and
forgiven by the City.
4. BINDING EFFECT; JOINT AND SEVERAL OBLIGATIONS. This note and its terms
shall be binding upon the heirs, executors, administrators, personal representatives,
successors, and assigns.
5. ATTORNEY FEES AND COSTS. If either party is required to initiate legal
proceedings to enforce its rights under this Agreement, the prevailing party in such
action shall be entitled to an award of reasonable attorneys' fees and costs in addition to
any other recovery under this Agreement.
6. SEVERABILITY; GOVERNING LAW. If any provision of this note is or becomes
inconsistent with any applicable present or future law, rule or regulation, such provision
will be deemed rescinded or modified in order to comply with the relevant law rule or
regulation, and all other provisions of this note shall continue in full force and effect.
This note shall be governed by and interpreted under the laws of the State of Oregon.
7. NO WAIVER. Failure by the City to require strict performance of any term of this note,
including the extension of any payment or acceptance of any part of a payment, shall
not affect the City's rights or be considered a waiver by the City of the strict performance
of all conditions of this note. No waiver by the City of any default shall be considered a
waiver of any subsequent default or a waiver of this paragraph.
EXECUTED this ay of_.
BUYER THIS DD~'EIMENT CONTAINS PROVISIONS RESTRICTING
NOTICE TO :
RESALES AND ASSUMPTIONS.
Sig/rCatfure" / '~' - -?/
Printed Name
.... Signature
Printed Name
PAGE 2 of 2-Promissory Note (Rev'd 5/04)