Exhibit D- Historic Preservation Restriction
Transcription
Exhibit D- Historic Preservation Restriction
Draft as of November 30, 2010 Subject to minor revisions PRESERVATION RESTRICTION AGREEMENT Between MASSACHUSETTS LAND CONSERVATION TRUST, Inc. AND THE TRUSTEES OF RESERVATIONS AND THE TOWN OF WESTPORT, HISTORICAL COMMISSION Concerning OSCAR PALMER FARM 138 Adamsville Road Westport, MA THIS PRESERVATION RESTRICTION is made this _____ day of _______________, 2011, by and between the MASSACHUSETTS LAND CONSERVATION TRUST, Inc. a Massachusetts non-profit corporation established under Chapter 180 of the General Laws, with an address of 572 Essex Street, Beverly, Massachusetts 01915, its successors and assigns (“Grantor”), and THE TRUSTEES OF RESERVATIONS, a Massachusetts charitable corporation with a mailing address of 572 Essex Street, Beverly, Massachusetts 01915, its successors and permitted assigns, and the TOWN OF WESTPORT, a municipal corporation in Bristol County, Massachusetts, acting by and through its Historical Commission by authority of M.G.L. Chapter 40, Section 8D, with offices at 816 Main Road, Westport Massachusetts, 02790, its successors and permitted assigns (collectively the "Grantee"). As used in this Preservation Restriction unless expressly stated otherwise, “Grantee” refers to the Town and The Trustees of Reservations both separately and together, and each shall have the rights granted herein independent of the other. WITNESSETH: WHEREAS, Grantor is owner in simple fee of a certain parcel of real property located at 138 Adamsville Road in the town of Westport, Bristol County, Massachusetts, known as the Oscar Palmer Farm, and described on a deed dated December 29, 2008, from John W. Skurchak, Jr., Commissioner for Heirs, Devisees, Assigns of Eleanor Simmons, to the Massachusetts Land Conservation Trust, Inc., recorded with the Bristol County Southern District Registry of Deeds, Book 9224, Page 99, hereinafter referred to as “the Premises”. WHEREAS, the purpose of this instrument is to establish a historical preservation restriction in, over and to that portion of the Premises identified as “Historic Preservation Restriction Area”, hereinafter referred to as the “HPRA”, on a plan entitled “Conservation and Historic Preservation Restriction Plan, Oscar Palmer Farm, Westport, Mass.”, dated September 27, 2010, prepared by Beals and Thomas, Inc., and recorded with the Bristol County Southern District Registry of Deeds 1 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions in Plan Book ____, Page ___, (hereinafter referred to as “the Plan”), a reduced copy of which is attached hereto as Exhibit B1 and incorporated herein by reference. A detailed version of the HPRA is attached hereto as Exhibit B2). WHEREAS, among the improvements in the HPRA is an antique residential structure (“House”), which is a wood-frame, side-gabled, 2-story clapboarded house, an antique barn (“Barn”), which is a wood-frame, 2-story barn, and four small outbuildings (“Shed 2”, “Shed 3”, “Shed 4”, and “Shed 5”, or collectively the “Outbuildings”). The House, Barn and Outbuildings are collectively referred to as the “Buildings”. Improvements on the Premises also include stone walls and gate posts. Improvements are documented in the Baseline Documentation, attached hereto as Exhibits A, B, and C. WHEREAS, the HPRA contributes to the setting, context, and the public’s view of the Buildings; WHEREAS, the HPRA comprises a portion of the Premises, the entirety of which is subject to a Conservation Restriction and Option to Purchase Premises recorded with the Bristol County Southern District Registry of Deeds in Book ___, Page ___ (the “Conservation Restriction”). WHEREAS, Grantee The Trustees of Reservations is a Massachusetts charitable corporation established under Chapter 352 of the Acts of 1891, and having an address at 572 Essex Street, Beverly, Massachusetts 01915, and is qualified to accept and hold preservation restrictions under the Massachusetts General Laws, Chapter184, Sections 31, 32, and 33 (the “Act”); WHEREAS, Grantee The Trustees of Reservations is a qualified charitable corporation whose purposes include the preservation and protection of historic resources and structures; WHEREAS, the HPRA was established in the early 1700’s during the initial period of the settlement along Adamsville Road outside of the Central Village of Westport. It was home to a number of the town’s first settlers and, in the days of horse-drawn coach service, served as a stagecoach stop on the road from New Bedford to Little Compton, Rhode Island. The HPRA is an interesting and well-preserved example of an 18th, 19th, and 20th century farmstead in Westport, Massachusetts. Owned and inhabited by only four families since its establishment, the location, design, setting, and historical and architectural integrity of the HPRA have been preserved for over 300 years. WHEREAS, the Buildings retain integrity of location, materials, design and association, and, because the Buildings are a well-preserved example of an 18th, 19th, and 20th century farmstead in Westport and locally significant, were found eligible by the Massachusetts Historical Commission for individual listing on the National Register of Historic Places on June 3, 2010; WHEREAS, Grantor and Grantee recognize the architectural, historic, cultural and agricultural values (hereinafter “conservation and preservation values”) and significance of the Premises, and have the common purpose of conserving and preserving the aforesaid conservation and preservation values and significance of the Premises, and the Town of Westport Historical 2 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Commission has determined that the Premises and the improvements thereon are significant in the history, architecture and culture of the Town of Westport; WHEREAS, the Westport Town Meeting voted on May 6, 2008 to appropriate $200,000 from the Community Preservation Fund for the purpose of the preservation, restoration and rehabilitation of the Oscar Palmer Farm, of which $25,000 has been provided to the Grantor to make up a portion of the purchase price. WHEREAS, Massachusetts Building Code 780 CMR 9301: Historic Buildings recognizes the importance of historic buildings in Massachusetts and therefore provides for certain exceptions for the repair, maintenance and restoration of historic buildings without conformity to 780 CMR generally, if the provisions of 780 CMR 9309.2.2: Mandatory Safety Requirements have been met. WHEREAS, the HPRA’s conservation and preservation values are documented in Exhibits A and B (hereinafter, collectively “Baseline Documentation”) attached hereto and incorporated herein, which Baseline Documentation the parties agree provides an accurate representation of the HPRA as of the date of this grant; WHEREAS, the Baseline Documentation attached hereto and incorporated herein includes the following: 1) HPRA Description and Statement of Significance (See Exhibit A) 2) Conservation and Historic Preservation Restriction Plan (See Exhibits B1 & B2) 3) Photographs as prepared by Christopher Detwiller for the Baseline Documentation Form (See Exhibit C) WHEREAS, a Historic Structures Report has been completed and serves as additional Baseline Documentation, and is on file with the Grantee. WHEREAS, the Restriction Purpose and Guidelines are attached hereto and incorporated herein (See Exhibit D), and The Secretary of Interior’s Standards for The Treatment of Historical Properties with Guidelines for Preserving, Rehabilitating, Restoring and Reconstructing Historic Buildings (36 CFR 67 and 68), as these may be amended from time to time (hereinafter the “Secretary’s Standards”) are attached hereto and incorporated herein (See Exhibit E); WHEREAS, the grant of a Preservation Restriction Agreement by Grantor to Grantee on the Premises will assist in the preservation and maintenance of the Premises and its architectural, historic and cultural features for the benefit of the people of the Town of Westport, the County of Bristol, the Commonwealth of Massachusetts, and the United States of America; WHEREAS, to that end, Grantor desires to grant to Grantee, and Grantee desires to accept a Preservation Restriction Agreement in gross and in perpetuity on the Premises pursuant to the Massachusetts General Laws Chapter 184, Sections 31, 32 and 33 (the “Act”); 3 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions NOW, THEREFORE, in consideration of Twenty-Five Thousand dollars ($25,000) and other good and valuable consideration, receipt of which is hereby acknowledged, Grantor does hereby irrevocably grant and convey unto the Grantee a Preservation Restriction Agreement in gross and in perpetuity over the HPRA as more fully described in Exhibits A, B, and C. PURPOSE 1. Purpose: It is the purpose of this Preservation Restriction Agreement to assure that the features and characteristics that embody the architectural, historic and cultural significance of the Premises will be brought to a rehabilitated and restored state following the Secretary’s Standards, in which rehabilitated and restored condition they will then be substantially maintained for conservation and preservation purposes and to prevent any use or change in the HPRA that will significantly impair or interfere with the HPRA’s conservation or preservation values. GRANTOR’S COVENANTS 2.1 Grantor’s Covenants: Covenant to Maintain. Grantor agrees at all times to maintain the interior and exterior of the Buildings, as documented in the Baseline Documentation, and to comply with all federal, state and local laws, codes and by-laws applicable to the Premises. Grantor’s obligation to maintain shall require replacement, repair, reconstruction and where necessary replacement in kind by Grantor whenever necessary to preserve the Buildings in a historically appropriate, good and sound condition and state of repair. Grantor’s obligation to maintain shall also require that the HPRA’s landscaping be maintained in good appearance. (The above not withstanding, new landscaping or gardens may be created, and surface materials on paths or drives may be changed, only as provided under Section 3.1.) Subject to the casualty provisions of paragraphs 5 and 6, this obligation to maintain shall require replacement, rebuilding, repair and reconstruction of the Buildings whenever necessary in accordance with the Secretary’s Standards. 2.2. Grantor’s Covenants: Prohibited Activities. The following acts or uses are expressly forbidden on, over, or under the HPRA, except as otherwise conditioned in this paragraph: a) the House and Barn shall not be moved, demolished, removed or razed except as described in paragraphs 5 and 6; b) no barrier shall be constructed, erected or allowed to grow on the Premises which would impair the visibility from the street of the HPRA or the Buildings without the prior approval of the Grantee; c) no other buildings or structures, including but not limited to camping accommodations, mobile homes, wind turbines or cell towers, shall be erected or placed on the HPRA hereafter, except as described in paragraph 3.1(a); d) the dumping of ashes, trash, rubbish, or any other unsightly or offensive materials is prohibited on the HPRA; e) the Premises shall not be divided or subdivided in law or in fact and the Premises shall not be devised or conveyed except as a unit; and f) no above ground utility transmission lines may be created on the HPRA, subject to utility easements already recorded. 4 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions GRANTOR’S CONDITIONAL RIGHTS 3.1 Conditional Rights Requiring Approval by Grantee. Without prior express written approval of the Grantee, which approval may be withheld or conditioned in the sole discretion of the Grantee, Grantor shall neither undertake any activity defined as “Major” by the Restriction Guidelines, NOR any of the following actions: . (a) Building Exteriors and Landscape. 1. increase or decrease the height of, make additions to, or change the architectural features, materials, appearance and workmanship of, or move, improve, alter, or reconstruct the exteriors of the Buildings, which shall be defined as all exterior surfaces (including but not limited to walls, roofs, porches, chimneys, foundations, window frame and sash, doors, gutters, downspouts, and associated hardware and visible details) which are in contact with the exteriors of the Buildings and/or visible from outside the Buildings. 2. change the use of the Premises to a use other than single-family residential or commercial agricultural use. The use of the Premises for single-family residential and commercial agriculture purposes is permitted by right as described in Paragraph 4 (c), below. Grantee may consider any request for a change in use of the Premises in light of the existing planning and zoning regulations, and Grantee will approve the proposed change only if it determines that the proposed use: (i) does not impair the significant conservation and preservation values of the Premises; and (ii) does not conflict with the purpose of the Preservation Restriction Agreement. Grantee’s approval for a change in use of the Premises does not permit the Grantor to construct any additional buildings or structures unless otherwise approved in Paragraph 3.1 or permitted by right in Paragraph 4. 3. construct a farmstand. 4. erect any external signs or external advertisements except those permitted by right in Paragraph 4. 5. make permanent substantial topographical changes to the mean natural grade of the HPRA, such as excavation for the construction of roads, drives, and recreational facilities, and septic system mounds. For purposes of this Agreement, the term “mean natural grade” shall mean the natural grade of the HPRA prior to any excavation for construction, and all measurements made for the purposes of applying the terms of this Agreement shall be made from such mean natural grade. 6. move, remove, alter, reconstruct, or change the existing stone walls and gate posts. 7. move, remove, alter, reconstruct, or change the size, location, orientation, shape and appearance of Sheds number 2, 3, 4 and 5. 8. place temporary structures required for maintenance or rehabilitation of the HPRA, such as construction trailers or mobile homes for temporary habitation during said maintenance or rehabilitation. 5 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions (b) Interior Restrictions. 1. House i. with the exception of the 20th century partition between the southeast bedroom and the existing bathroom, move, improve, alter, reconstruct or change the location of existing walls and partitions on the first floor of the House. ii. move, remove, alter, reconstruct, change, or enclose behind walls or above ceilings the timber framing. iii. move, remove, alter, reconstruct, or change the existing chimney stack, fireboxes in North Parlor and West Parlor, and beehive oven. iv. move, remove, alter, reconstruct, or change the existing “chimney stair”. v. move, remove, alter, reconstruct, or change the existing interior panel doors, hardware and trim. 2. Barn vi. move, remove, alter, reconstruct, or change the existing posts, beams, floor and roof framing. vii. move, remove, alter, reconstruct, or change the masonry basement walls. 3.2 Review of the Grantor’s Request for Approval. Whenever approval by Grantee is required under the provisions of Paragraph 3.1, Grantor shall notify Grantee in writing not less than sixty (60) days prior to the date Grantor intends to undertake the activity in question. The notice shall describe the nature, scope, design, location, timetable and any other material aspect of the proposed activity in sufficient detail to permit Grantee to make an informed judgment as to its consistency with the purposes of this Restriction. The Town of Westport Historical Commission (“Town”), it successor or assign, shall, within (30) days of receipt of Grantor’s request, notify The Trustees of Reservations (“TTOR”), its successor or assign, of the Town’s recommendation. Following receipt of Town’s notice, but in no case later than sixty (60) days following TTOR’s receipt of Grantor’s written request, TTOR shall either affirm or reverse the recommendation of the Town. TTOR’s decision shall in all cases be final and controlling as to Grantee. In the event that no recommendation is received from the Town within said thirty (30) days, TTOR shall proceed to issue its decision within sixty (60) days of receipt of Grantor’s written request. Failure of TTOR to act within said sixty (60) days shall be deemed to constitute approval of either the Town recommendation as a final decision, if one has been issued, or, in the absence of a Town recommendation, of Grantor’s request as submitted, so long as the request sets forth the provisions of this section relating to deemed approval after the passage of time. 3.3 Voluntary. Significant features have been identified in Exhibit F: Preservation Recommendations, which features are worthy of protection and preservation. The Grantor, in maintaining the Buildings according to the Secretary’s Standards as specified in paragraph 2.1, shall be mindful of said significant features, and shall observe said Preservation 6 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Recommendations to the extent practicable. The Grantor is encouraged, but not required, to consult with the Grantee prior to undertaking any activities that would impact any and all items included in Exhibit E: Preservation Recommendations under the headings “Preservation Highly Recommended” and “Preservation Recommended” which are not otherwise restricted above. Any alterations not otherwise restricted in this Preservation Restriction Agreement or listed as “Minor” in the Restriction Guidelines are considered part of ordinary maintenance and repair, and may be made to the Buildings and HPRA without the Grantee’s approval. 3.4 Conditional Rights Requiring the Approval of the Massachusetts Historical Commission and Grantee. The conduct of archeological activities on the HPRA, including without limitation, survey, excavation and artifact retrieval, may occur only following the submission of an archeological field investigation prepared by the Grantor and approved in writing by the State Archeologist of the Massachusetts Historical Commission (M.G.L. Ch.9, Section 27C, 950 CMR 70.00) and the Grantee. 3.5 Standards for Review. Grantee shall apply Secretary’s Standards whenever (a) exercising any authority created by the Preservation Restriction Agreement to inspect the HPRA or the interior of the Buildings; (b) reviewing any construction, alteration, repair or maintenance; (c) reviewing casualty damage or (d) reconstructing or approving reconstruction of the Buildings following casualty damage. GRANTORS’ RESERVED RIGHTS 4. Grantor’s Rights Not Requiring Further Approval by Grantee. Subject to the provision of paragraphs 2.1, 2.2, and 3.1, the following rights, uses, and activities of or by Grantor on, over, or under the HPRA are permitted by this Preservation Restriction Agreement and by Grantee without further approval by Grantee: (a) the right to engage in all those acts and uses that: (i) are permitted by governmental statute or regulation; (ii) do not substantially impair the conservation and preservation values of the HPRA; (iii) are consistent with the Conservation Restriction; and (iv) are not inconsistent with the Purpose of this Preservation Restriction Agreement; (b) pursuant to the provisions of paragraph 2.1, the right to maintain and repair the Buildings strictly accordingly to the Secretary’s Standards. As used in this subparagraph the right to maintain and repair shall mean the use by Grantor of in-kind materials and colors, applied with workmanship comparable to that which was used in the construction or application of those materials being repaired or maintained, for the purpose of retaining in good condition the appearance and construction of the Building. The right to maintain and repair as used in this subparagraph shall not include the right to make changes in appearance, materials, and workmanship from that existing prior to the maintenance and repair without the prior approval of Grantee in accordance with the provisions of paragraphs 3.1 and 3.2; 7 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions (c) the right to continue all manner of existing residential, agricultural, and agriculturally related commercial use and enjoyment of the HPRA, including but not limited to maintenance, repair, and restoration of existing stone walls and steps; the right to maintain the existing driveways, and paths with the use of same or similar materials; the right to maintain walkways, steps and garden fences; the right to cut, remove and clear grass and other vegetation and to perform routine maintenance, landscaping, horticultural activities and upkeep, consistent with the purpose of this Preservation Restriction Agreement; and (d) the right to erect the following signs: (i) such plaque permitted under paragraph 17 of this Preservation Restriction Agreement; (ii) a sign stating solely the address and inhabitants of the Premises; (iii) a sign stating the name “The Oscar Palmer Farm”, with letter height not to exceed six inches; (iv) a historic house plaque provided through the Westport Historical Commission; (v) a sign advertising a commercial operation existing on the Premises, said operation to include commercial agricultural operations permitted in Paragraph 4.2(c) and other commercial operations approved by the Grantee in Paragraph 3.(a)2., with letter height not to exceed six inches, and (vi) a temporary sign to advertise the sale or rental of the Premises. CASUALTY DAMAGE OR DESTRUCTION; INSURANCE 5. Casualty Damage or Destruction. In the event that the Buildings or any part thereof shall be damaged or destroyed by fire, flood, windstorm, hurricane, earth movement or other casualty, Grantor shall notify Grantee in writing within fourteen (14) days of the damage or destruction, such notification including what, if any, emergency work has been completed. No repairs or reconstruction of any type other than temporary emergency work to prevent further damage to the Buildings and to protect public safety, shall be undertaken by Grantor without Grantee’s prior written approval of the work. Within thirty (30) days of the date of damage or destruction, if required by Grantee, Grantor at Grantor’s expense shall submit to the Grantee a written report prepared by a qualified restoration architect and an engineer who are acceptable to the Grantor and Grantee, which report shall include the following: (a) an assessment of the nature and extent of the damage; (b) a determination of the feasibility of the restoration of the Buildings and/or reconstruction of damaged or destroyed portions of the Buildings; and (c) a report of such restoration and/or reconstruction work necessary to return the Buildings to the condition existing at the date thereof. Grantee also reserves the right to inspect the HPRA following such an event, in accordance with Paragraph 12. 6. Review After Casualty Damage or Destruction. If, after reviewing the report provided in Paragraph 5 and assessing the availability of insurance proceeds after satisfaction of any 8 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions mortgagee’s/lender’s claims under paragraph 7, Grantor and Grantee agree that the Purpose of the Preservation Restriction Agreement will be served by such restoration/ reconstruction, Grantor and Grantee shall establish a schedule under which Grantor shall complete the restoration/ reconstruction of the Building in accordance with plans and specifications consented to by the parties to at least the total of the casualty insurance proceeds available to the Grantor. If, after reviewing the report and assessing the availability of the insurance proceeds after satisfaction of any mortgagee’s/lender’s claims under paragraph 7, Grantor and Grantee agree that restoration/ reconstruction of the HPRA is impractical or impossible, or agree that the Purpose of the Preservation Restriction Agreement would not be served by such restoration/ reconstruction, Grantor may with prior written consent of Grantee, alter, demolish, remove or raze the Buildings and/or construct new improvements on the HPRA. In such event, Grantor and Grantee may agree to extinguish this Preservation Restriction Agreement in accordance with the laws of the Commonwealth of Massachusetts and paragraph 21.3 hereof. If, after reviewing the report and assessing the availability of insurance proceeds after satisfaction of any mortgagee’s/lender’s claims under paragraph 7, Grantor and Grantee are unable to agree that the Purpose of the Preservation Restriction Agreement will or will not be served by such restoration/ reconstruction, the parties may agree to refer the matter to binding arbitration for resolution. 7. Insurance. Grantor shall keep the HPRA insured by an insurance company rated “A1” or better by Best’s for the full replacement value against loss from the perils commonly insured under standard fire and extended coverage policies and comprehensive general liability insurance against claims for personal injury, death and Premises damage. Premises damage insurance shall include change in condition and building ordinance coverage, in form and amount sufficient to replace fully the damaged HPRA and Buildings without cost or expense to Grantor or contribution or coinsurance from Grantor. Such insurance shall include Grantee’s interest and name Grantee as an additional insured. Grantor shall deliver to Grantee, within ten (10) business days of Grantee’s written request therefore, certificates of such insurance coverage. Provided, however, that whenever the Premises is encumbered with a mortgage or deed of trust nothing contained in this paragraph shall jeopardize the prior claim, if any, of the mortgagee/ lender to the insurance proceeds. INDEMNIFICATION; TAXES 8. Indemnification. Grantor hereby agrees to pay, protect, indemnify, hold harmless and defend at its own cost and expense, Grantee, its agents, directors and employees, or independent contractors from and against any and all claims, liabilities, expenses, costs, damages, losses and expenditures (including reasonable attorneys’ fees and disbursements hereafter incurred) arising out of or in connection with injury to or death of any person on or about the HPRA; physical damage to the HPRA; the presence or release in, on, or about the HPRA, at any time, of any substance now or hereafter defined, listed or otherwise classified pursuant to any law, ordinance or regulation as a hazardous, toxic, polluting or contaminating substance; or other injury or damage occurring on or about the HPRA, unless such injury or damage is caused by Grantee or 9 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions agent, trustee, employee or contractor of Grantee. In the event that Grantor is required to indemnify Grantee pursuant to the terms of this paragraph, the amount of such indemnity until discharged shall constitute a lien on the Premises with the same effect and priority as a mechanic’s lien. 9. Taxes. Grantor shall pay when first due and owing, all general taxes, special taxes, special assessments, water charges, sewer service charges, and other charges which may become a lien on the Premises unless Grantor timely objects to the amount or validity of the assessment or charge and diligently prosecute an appeal thereof, in which case the obligation to pay such charges shall be suspended for the period permitted by law for prosecuting such appeal and any applicable grace period following completion of such action. Grantee The Trustees of Reservations is hereby authorized, but in no event is required or expected, to make or advance upon three (3) days prior written notice to Grantor in the place of Grantor, any payment relating to taxes, assessment, water rates, sewer rentals and other governmental or municipality charge, fine, imposition or lien asserted against the Premises and may do so according to any bill, statement or estimate procured from the appropriate public office without inquiry into the accuracy of such bill, statement or assessment or into the validity of such tax, assessment, sale or forfeiture. Such payment if made by the Grantee shall constitute a lien on the Premises with the same effect and priority as a mechanic’s lien. Provided, however, that nothing contained herein shall jeopardize the priority of any recorded first priority mortgage given in connection with a promissory note secured by the Premises. ADMINISTRATION AND ENFORCEMENT 10. Written Notice. Any notice Grantor or Grantee may desire or be required to give to the other party shall be in writing and shall be mailed postage prepaid by overnight courier, facsimile transmission, registered or certified mail with return receipt requested or hand delivered; as follows: Grantor: Massachusetts Land Conservation Trust, Inc. 572 Essex Street Beverly, MA 01915 Grantee: The Trustees of Reservations 572 Essex Street Beverly, MA 01915 and Town of Westport Historical Commission 816 Main Road Westport, MA, 02790 10 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Each party may change its address set forth herein by a notice to such effect to the other party given pursuant hereto. 11. Evidence of Compliance. Upon request by Grantor, Grantee shall promptly furnish Grantor with certification that, to the best of Grantee’s knowledge, Grantor is in compliance with the obligations of Grantor contained herein, or that otherwise evidences the status of this Preservation Restriction Agreement to the extent of the Grantee’s knowledge thereof. 12. Inspection. With the consent of Grantor, representatives of Grantee shall be permitted at all reasonable times to inspect the HPRA, including the interior of the Buildings. Grantor covenants not to unreasonably withhold consent in determining dates and times for such inspections. 13. Grantee’s Remedies. The rights hereby granted shall include the right to enforce this Preservation Restriction Agreement, including the specific performance of affirmative obligations contained herein, by appropriate legal proceedings and to obtain injunctive and other equitable relief against any violations, including without limitation relief requiring restoration of the HPRA to their condition prior to such violation (it being agreed that Grantee will have no adequate remedy at law). The rights hereby granted shall be in addition to, and not in limitation of, any other rights and remedies available to Grantee. Grantor covenants and agrees to reimburse Grantee all reasonable costs and expenses (including without limitation reasonable counsel fees) incurred in enforcing this Restriction or in taking reasonable measures to remedy or abate any violation thereof, provided that a violation of this Restriction is acknowledged by Grantor or determined by a court of competent jurisdiction to have occurred. By its acceptance, Grantee does not undertake any liability or obligation relating to the condition of the HPRA, including with respect to compliance with hazardous materials or other environmental laws and regulations. Enforcement of the terms of this Preservation Restriction Agreement shall be at the discretion of Grantee. Any election by Grantee as to the nature and timing of its actions pursuant to its right to enforce this Preservation Restriction Agreement or otherwise as to the exercise of its rights hereunder shall not be deemed or construed to be a waiver of such rights. 14. Notice from Government Authorities. Grantor shall deliver to Grantee copies of any notice of violation or lien relating to the HPRA received by Grantor from any government authority within five (5) days of receipt by Grantor. Upon request by Grantee, Grantor shall promptly furnish Grantee with evidence of Grantor’s compliance with such notice or lien where compliance is required by law. 15. Notice of Proposed Transfer. Grantor shall promptly notify Grantee in writing of any proposed transfer of the Premises at least twenty (20) days prior to the date of transfer, so as to provide the opportunity for the Grantee to explain the terms of the Preservation Restriction Agreement to potential new owners prior to transfer closing. Grantor shall also comply with all terms of the Conservation Restriction and Option to Purchase Premises recorded with the Bristol County Southern District Registry of Deeds in Book ___, Page ___. 11 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions 16. Liens. Any lien on the Premises created pursuant to any paragraph of this Preservation Restriction Agreement may be confirmed by judgment and foreclosed by Grantee in the same manner as a mechanic’s lien. Provided, however, that no lien created pursuant to this Preservation Restriction Agreement shall jeopardize the priority of any prior recorded lien of mortgage or deed of trust given in connection with a promissory note secured by the Premises. 17. Plaque. Grantor agrees that either Grantee or both Grantees may provide and maintain a plaque on the HPRA, which plaque shall not exceed 24 by 24 inches in size, identifying the interest of the Grantee in the HPRA, and informing the public of the nature and public benefit of this Preservation Restriction Agreement. BINDING EFFECT; ASSIGNMENT; NO MERGER 18. Runs with the Land. Except as provided in paragraphs 6 and 21.3, the obligations imposed by this Preservation Restriction Agreement shall be in effect in perpetuity and shall be deemed as a binding servitude with the HPRA. This Preservation Restriction Agreement shall extend to and be binding upon Grantor and Grantee, their respective successors in interest and all persons hereafter claiming under or through Grantor or Grantee, and the words "Grantor" and "Grantee" when used herein shall include all such persons. Any right, title or interest herein granted to Grantee shall be deemed granted to each successor and assign of Grantee and each such following successor and assign thereof, and the word "Grantee" shall include all successors and assigns. Anything contained herein to the contrary notwithstanding, and except for such obligations as may have arisen hereunder during the term of his or her tenancy in the Premises, an owner of the Premises shall have no obligation pursuant to this instrument when such owner shall cease to have any ownership interest in the Premises by reason of bona fide transfer. The restrictions, stipulations and covenants contained in this Preservation Restriction Agreement shall be inserted by Grantor, verbatim or by express reference, in any subsequent deed or other legal instrument by which Grantor divests itself of either the fee simple title to or any lesser estate in the Premises or any part hereof, including by way of example but not limitation, a lease of all or a portion of the Premises. 19. Assignment. Grantee may, at its discretion without prior notice to Grantor, convey, assign or transfer this Preservation Restriction Agreement to a unit of federal, state or local government or to a similar local, state or national organization that is a "qualified organization" under the Act, as amended, whose purposes, inter alia, are to promote preservation or conservation of historical, cultural or architectural resources, provided that any such conveyance, assignment or transfer requires that the Purpose for which the Preservation Restriction Agreement was granted will continue to be carried out. 20. Recording and Effective Date. Grantee shall do and perform at its own cost all acts necessary to the prompt recording of this Instrument in the land records of Bristol County Southern District Registry of Deeds. Grantor and Grantee intend that the restrictions arising under this Preservation Restriction Agreement shall be effective when the Grantor and the 12 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Grantee have executed it, the administrative approvals required by Section 32 of Chapter 184 of the General Laws have been obtained, and it has been duly recorded. EXTINGUISHMENT 21.1 Grantee’s Receipt of Property Right. Grantor and Grantee agree that the granting of this Preservation Restriction Agreement gives rise for purposes of this paragraph to a real property right, immediately vested in Grantee, with a fair market value that is equal to 10% of the value of the Premises, of which the HPRA is a portion. TTOR and the Town agree that the Town, via the Town’s Community Preservation Fund, provided $25,000 toward the acquisition of this Restriction. TTOR and the Town agree that this contribution provides the Town the proportionate value of ____% of this Preservation Restriction Agreement. TTOR and the Town agree that TTOR provided $_____ toward the acquisition of this Preservation Restriction Agreement. TTOR and the Town agree that this contribution provides TTOR the proportionate value of ____% of this Preservation Restriction Agreement. 21.2 Value of Grantee’s Property Right. Such proportionate value of Grantee’s property right shall remain constant. 21.3 Right of Grantee to Recover Proportional Value at Disposition. Grantor and Grantee hereby recognize that an unexpected change in conditions affecting the HPRA that is outside of the control of the Grantor and Grantee may negate the Purpose of this Preservation Restriction Agreement and cause reason for extinguishment of the Preservation Restriction Agreement. Such a change in conditions may include, but is not limited to, partial or total destruction of the Buildings resulting from casualty. Such an extinguishment must meet all the requirements of the Act for extinguishment, including approvals by the Town of Westport and the Massachusetts Historical Commission following public hearings to determine that extinguishment would be in the public interest. In case of any such extinguishment or other release of the Preservation Restriction Agreement, then Grantee, on a subsequent sale, exchange or involuntary conversion of the HPRA, shall be entitled to a portion of the proceeds in accordance with paragraphs 21.1 and 21.2, above, subject, however, to any applicable law that expressly provides for a different disposition of proceeds. 21.4 Grantor/Grantee Cooperation Regarding Public Action. Whenever all or any part of the HPRA or any interest therein is taken by public authority under power of eminent domain or other act of public authority, then Grantor and Grantee shall cooperate in recovering the full value of all direct and consequential damages resulting from such action. 21.5 Allocation of Expenses upon Disposition. All related expenses incurred by Grantor and Grantee shall first be paid out of any recovered proceeds, and the remaining proceeds shall be distributed between Grantor and Grantee in shares proportional to their interests in the HPRA, as described in paragraphs 21.1 and 21.2, above. 13 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions 21.6 Continuing Trust of Grantee’s Share of Proceeds of Preservation Restriction Agreement Disposition. The Grantee shall use its share of the proceeds in a manner consistent with the purposes of this grant. NO MERGER 22. No Merger. The parties intend that any future acquisition of the Premises shall not result in a merger of the Historic Preservation Restriction into the fee. The Grantor agrees that it will not grant, and the Grantee agrees that it will not take, title to any part of the premises without having first assigned this Historic Preservation Restriction, in accordance with Paragraph 19, above, to ensure that merger does not occur. INTERPRETATION 23. Interpretation. The following provisions shall govern the effectiveness, interpretation and duration of the Preservation Restriction Agreement: (a) Any rule of strict construction designed to limit the breadth of restrictions on alienation or use of HPRA shall not apply in the construction or interpretation of the Preservation Restriction Agreement, and this instrument shall be interpreted broadly to effect its Purpose and the transfer of rights and the restrictions on use herein contained. (b) This instrument is executed in three counterparts, one of which is to be retained by the Grantor and the other two, one of which will be recorded, to be retained by Grantee. In the event of any disparity between the counterparts produced, the recorded counterpart shall in all cases govern. Except as provided in the preceding sentence, each counterpart shall constitute the agreement of the parties. (c) This instrument is made pursuant to the Act, but the invalidity of such Act or any part thereof shall not affect the validity and enforceability of the Preservation Restriction Agreement according to its terms, it being the intent of the parties to agree and to bind themselves, their successors and their assigns in perpetuity to each term of this instrument whether this instrument is enforceable by reason of statute, common law or private agreement either in existence now or at any time subsequent hereto. (d) Nothing contained herein shall be interpreted to authorize or permit Grantor to violate any ordinance or regulation relating to building materials, construction methods or use. In the event of any conflict between any such ordinance or regulation and the terms hereof Grantor shall promptly notify Grantee of such conflict and shall cooperate with Grantee and the applicable government entity to accommodate the purpose of both the Preservation Restriction Agreement and such ordinance or regulation. AMENDMENT 24. Amendment. If circumstances arise under which an amendment to or modification of this 14 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Preservation Restriction Agreement would be considered, Grantor and Grantee (as they then are) may by mutual written agreement jointly amend this Preservation Restriction Agreement, provided that no amendment shall be made that will adversely affect the qualifications of this Preservation Restriction Agreement or the status of Grantee under the Act, or any applicable laws, including any other laws of the Commonwealth of Massachusetts, or that is not joined in by all parties to this restriction. Any such amendment shall be consistent with the protection of the conservation and preservation values of the HPRA and the Purpose of the Preservation Restriction Agreement; shall not affect its perpetual duration; shall not permit additional residential development on the HPRA other than the residential development permitted by this Preservation Restriction Agreement on its effective date; shall not permit any private inurement to any person or entity; and shall not adversely impact the overall architectural, historic, scenic, and open space values protected by this Preservation Restriction Agreement. Any such amendment shall comply with the provisions of the Act and shall be recorded in the land records Bristol County Southern District Registry of Deeds. Nothing in this paragraph shall require Grantor or Grantee to agree to any amendment, to consult, or to negotiate regarding any amendment. 15 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions TO HAVE AND TO HOLD, this Preservation Restriction Agreement, unto the said Grantee and its successors and permitted assigns forever. IN WITNESS WHEREOF, Grantor has set his/her hand under seal on the day and year set forth below. GRANTOR: _______________________ Wesley T. Ward, President Massachusetts Land Conservation Trust, Inc. COMMONWEALTH OF MASSACHUSETTS ________________, ss. On this _______ day of __________________, 2011, before me, the undersigned Notary Public, personally appeared ___________________, who proved to me through satisfactory evidence of identification, which were _________________________, to be the person whose name is signed on the preceding or attached document, and acknowledged to me that they signed it voluntarily for its stated purpose. ________________________________ (Official Signature and Seal of Notary) My term expires: 16 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions ACCEPTANCE OF PRESERVATION RESTRICTION BY THE TRUSTEES OF RESERVATIONS. Acceptance of this Preservation Restriction Agreement by The Trustees of Reservations is acknowledged this ______ day of _____________, 2011. _________________________________ Andrew W. Kendall, President The Trustees of Reservations COMMONWEALTH OF MASSACHUSETTS __________, ss. On this _______ day of __________________, 2011, before me, the undersigned Notary Public, personally appeared ________________________________________, as aforesaid, who proved to me through satisfactory evidence of identification, which were _________________________, to be the person whose name is signed on the preceding or attached document, and acknowledged to me that they signed it voluntarily for its stated purpose on behalf of The Trustees of Reservations. ________________________________ (Official Signature and Seal of Notary) 17 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions ACCEPTANCE OF PRESERVATION RESTRICTION BY TOWN OF WESTPORT HISTORICAL COMMISSION We, the undersigned, being a majority of the Historical Commission of the Town of Westport, Massachusetts, hereby certify that at a meeting duly held on ___________, 2011, the Historical Commission voted to approve and accept the foregoing Preservation Restriction from the Massachusetts Land Conservation Trust, Inc. WESTPORT HISTORICAL COMMISSION __________________________ Sharon Connors __________________________ James Collins, Jr. __________________________ Geraldine Millham __________________________ Jane Loos __________________________ Janet Jones __________________________ Wendy Goldberg __________________________ Donna Lubell Bristol, ss. On this _______ day of __________________, 2011, before me, the undersigned Notary Public, personally appeared the above-named ______________, _______________, ___________________, ____________________, ________________________, ___________________, and ________________, and proved to me through satisfactory evidence of identification, which were _________________________, to be the people whose names are signed on the foregoing document, and acknowledged to me that they signed it voluntarily for its stated purpose on behalf of the Town of Westport. ________________________________ (Official Signature and Seal of Notary) 18 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions APPROVAL AND ACCEPTANCE BY SELECTMEN We, the undersigned, being a majority of the Selectmen of the Town of Westport, Massachusetts, hereby certify that at a meeting duly held on _______________________, 2011 the Selectmen voted to approve and accept the foregoing Historic Preservation Restriction to The Trustees of Reservations and the Town of Westport. Selectmen: ____________________________________ Steven J. Ouellette ____________________________________ Brian T. Valcourt ____________________________________ Craig T. Dutra ____________________________________ Richard Spirlet ____________________________________ COMMONWEALTH OF MASSACHUSETTS Bristol, ss. ____________________, 2011 On this ____ day of _____________, 2011, before me, the undersigned notary public, personally appeared _______________________, ______________________________, ___________________________________, ______________________________, and _____________________________, proved to me through satisfactory evidence of identification, which was ____________________________, to be the persons whose names are signed on the preceding or attached document, and acknowledged to me that they signed it voluntarily for its stated purpose. _____________________________ Notary Public My commission expires: 19 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions APPROVAL BY THE MASSACHUSETTS HISTORICAL COMMISSION COMMONWEALTH OF MASSACHUSETTS The undersigned Executive Director and Clerk of the Massachusetts Historical Commission hereby certifies that the foregoing Preservation Restriction to The Trustees of Reservations and the Town of Westport (Grantee), has been approved by the Massachusetts Historical Commission in the public interest pursuant to M.G.L. Chapter 184 Section 32. By: _____________________ Brona Simon Executive Director and Clerk Massachusetts Historical Commission COMMONWEALTH OF MASSACHUSETTS _____________, ss. On this _______ day of __________________, 2011, before me, the undersigned Notary Public, personally appeared ________________________________________, Executive Director and Clerk of the Massachusetts Historical Commission, as aforesaid, who proved to me through satisfactory evidence of identification, which were _________________________, to be the person whose name is signed on the preceding or attached document, and acknowledged to me that he/she signed it voluntarily for its stated purpose on behalf of the Massachusetts Historical Commission. ________________________________ (Official Signature and Seal of Notary) My commission expires: 20 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions EXHIBIT A: HPRA Description and Statement of Significance Excerpted from The Oscar Palmer Farm Historic Structures Report, by Newport Collaborative Architects, Inc., dated February 3, 2010 ARCHITECTURAL DESCRIPTION House: The Oscar Palmer Farm House at 138 Adamsville Road is one of the oldest dwellings in Westport, Massachusetts. It dates to the early 18th century, probably 1700. At present, the house is a one-and-half story four bay gable end (five bays at north elevation) heavy timber wood structure on a granite foundation. From the exterior it appears as a typical 18th century rural house, with later Greek Revival street entrance and Victorian window sashes. The House is two rooms deep by three rooms in length and contains a massive brick central chimney with stone boulders integrated into the brick masonry. The building construction consists of a hand-hewn heavy timber frame (post and beam) structure founded on a stone masonry foundation with partial basement under the eastern third of the house. The basement walls are composed of field stone masonry (mostly granite) on lime mortar and are whitewashed on the inside. The exterior walls have 1” thick wood board sheathing, are covered with non-original painted wood shingles siding, and are trimmed with plain corner boards. In most locations, walls have been furred out and insulated. The plank structure of the east wall has been replaced with modern era dimensional lumber. Several test openings on the first floor in the interior partitions and fireplace walls revealed under the plaster the original feathered panel boards. Later in the 18th century the walls were finished with plaster placed over the hand- split wood lath and applied directly to the sheathing boards. Beams and Posts are uncased, what is typical for pre-1720s structures. The farm sits to the south of Adamsville Road, with the north wall of the house facing the street. The driveway from the historic main entrance runs to the east side of the house, while the farmyard is located to the south. There are three entrances into the house located at the north, east and south elevations. The east and north doorways are located in the additions to the house. The door at the south elevation is located in the original part of the house, although it is more probable and feasible that the exterior door was located in the unheated room situated along the driveway and leading to the well. Hence, it is more likely that the original doorway was located in the east wall of one of the unheated east rooms. The street (north) door became a formal entrance into the house after the construction of the addition. This entrance features the Greek Revival doorway with two side lights and two fluted 21 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions pilasters, a treatment popular in early-mid 19th century. The door is a late 19th century fivepanel door, which was at some point altered by replacing of the upper panels with glass. The east (kitchen) and south (parlor) doors are four panel doors with smaller lower panels, typical for the Greek Revival style. These doors have simple trim on both sides and, like the front (north) door, the upper panels of these two doors have been replaced with glass. All three exterior doors feature compact butt hinges (which came into use c. 1840) and doorknobs. The original gable pegged timber roof over the original structure was smaller due to the smaller width of the house. Its ridge was centered along the south chimney wall. The brick corbelling on the chimney in the attic (corbelling served as flashing) shows the exact locations of the original roof line. The original roof was reframed in the late 18th – early 19th century during construction of the additions to the house. “New” longer rafters (pegged timber) were installed over the west addition and they are properly numbered starting from the west wall. It seems that old rafters were sistered (to provide sufficient length for the new roof structure) and reused over the original part of the attic. The rafter leaning to the south side of the chimney did not require any replacement, however it has mark “IIII” supporting the theory, that the original rafter was replaced probably due to moisture damage around the chimney. Numbers at other rafters are covered under the sistering members. Currently, the roof is re-shingled with asphalt shingles which are in poor condition. The center of the house contains a large original trapezoid-in-plan brick chimney extending from the basement floor into the attic. The chimney occupies the space between the North and South Parlors with its longer base running along the west wall. In the early 18th century, this west wall was the end of the house. Later, the addition was constructed to the west enclosing the chimneystack in the center of the house. The chimneystack has three fireplaces and a beehive oven on the first floor. Two fireplaces in the South and North Parlors are in place of the original fireplaces. The fireplace in the West Parlor was built later, after the addition to the west of the house was constructed. The existing beehive oven is located in the North Parlor to the west from the fireplace. The location of the beehive oven outside of the firebox is typical for the second half of 18th century. This indicates that the original chimney was altered in the 18th century. Currently, the beehive oven is blocked to give way to the flue for the fireplace in the West Parlor (addition). All existing fireplaces are currently enclosed and feature the traces of the 19th century wood stoves, which at some point were installed in front of each fireplace. The exhaust from the basement burner (out of service) runs through the chimney flue in the North Parlor. At the east wall of the chimney, there is a small historic stair to the attic. This stair is not original, but is an early alteration. Openings in the attic revealed that a summer beam was running through this area and later was cut to give way for the stair. Barn The Oscar Palmer barn is a three bay gable-end mid-late 19th century wood structure on a fieldstone foundation. The structure is a mix of heavy timber and dimensional lumber. In the late 22 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions 19th – early 20th century, the barn was expanded to the north by the one-bay garage addition and one story shed addition, which was attached to the east wall. The barn illustrates many characteristics of the typical bank barn, which were commonly built in the 19th century in New England. The barn is a north-south oriented structure constructed with its long side located on the east side of the hill, with entries from the west and south, on two opposing levels due to the sloping ground. On the west side, where the hill was lacking, a bank was created by building up an earthen ramp to the upper level (first floor). This ramp, supported by a concrete retaining wall on the south, leads to the sliding double wagon doors located in the central bay. While the west (hill side) entrance gives access to the threshing floor, the lower level (basement) is accessible from the south. Usually, the lower story was used to house animals. The stone cellar, with its doors on the downhill side facing the south, presumably was once a home to the livestock. The basement is subdivided into three bays by tree trunk columns on stone bases. The first floor dimensional lumber framing is exposed in the basement. The east and south cellar elevations were constructed above the grade. The east wall is dry-laid field stone masonry. The south elevation of the cellar is open, however, historically it probably was a wood framed wall with a door opening in the center. The west and north walls are field stone masonry on mortar. As in a traditional English-style barn, the floor above the cellar is divided into three bays. Commonly, the center runway with wagon doors was used for the unloading of wagons, while hay or grains were stored in the side stock aisles. Some deterioration of the floor boards in the central bay gives some evidence that this area was used for some period as a threshing surface. The side aisles are subdivided from the runway by lightweight stud construction. The separated grain was likely stored in the built-in wood bins on the north side of the bay. The first floor mainly preserves its historic plan as a traditional English-style barn with a floor area divided into three bays. The bays are separated by the stud walls with horizontal board sheathing. The original wagon door to the threshing floor is located in the west (hillside) wall. This door is large enough to admit a fully loaded hay wagon. The barn roof formed a traditional triangular gable. The original wood shingle roof is visible in several locations under the asphalt shingles. The building construction is a mix of heavy timber and dimensional lumber. It features corner posts and beams as well as modern era wall studs, which were framed to receive horizontal board sheathing. Outbuildings The size, location, orientation, shape and appearance of the existing farm outbuildings are important features of the Oscar Palmer Farm property’s historic appearance and rich agricultural heritage. Their scale and relation to each other and the barn and house help to define the HPRA. Shed #2, a Corn Crib, is a wood-framed front-gable building, which sits on four concrete posts on top of a 20th-century concrete base. The shed has a plank door and board-and–batten siding. Asphalt shingles in poor condition lie over the historic wood shingle roof. All building features are heavily deteriorated. 23 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Sheds #3 and #4 are identical late-19th century one-story wood-framed end-gable structures. Like shed #2, the sheds have board-and–batten siding, and asphalt shingles in poor condition lie over the historic wood shingle roof. The sliding plank doors are mounted with horseshoe-shaped hinges. Shed #3 has a single west elevation window. The structures sit on the ground and have a partial stone base. The structures likely served as shelter for small farm animals or as storage. All components of both buildings are heavily deteriorated. Shed #5, the “blacksmith shop”, is a one-story 19th century wooden structure with side chimney with a 20th century addition, making it an L-shaped structure. The original part has a field stone foundation and three-over-three sash windows. The interior features original plastered sloped ceiling and horizontal sheathing. Concrete floors appear to be later alterations. The interior has some unique original features including a wooden workbench, wooden tool box, circular cast iron ceiling vent and chimney shelf. The door to the original part is a later replacement. The 20th century addition was built at the north elevation and enclosed the chimney. It served as coal storage and features a concrete foundation, dimensional lumber wood structure exposed into interior horizontal board sheathing, and a six-over-six window. The shed has wood shingle siding, and asphalt shingles in poor condition lie over the historic wood shingle roof. All building features are heavily deteriorated. Setting and Landscape The setting and landscape are also important features of the Oscar Palmer Farm’s historic appearance. The HPRA is bounded by stone walls on all sides. The entrance from the street features two vertical granite posts. A gravel drive leads from this gateway to the left of the house and into the area between the house, barn and outbuildings. Just to the east of the house lies an old mill stone that marks the head of the old well used for the house. Between the western side of the house and the stone wall which marks the boundary of the HPRA sit two stone “chairs”. HISTORICAL NARRATIVE The Oscar Palmer Farm is an interesting and well-preserved example of an 18th, 19th and 20th century farmstead in Westport, Massachusetts. The farm was established during the initial period of the settlement along Adamsville Road outside of the Central Village. The historical and architectural integrity of the property has been preserved for over 300 years. The Town of Westport was incorporated in 1787 by the subdivision from Old Dartmouth with periodic land annexes from Dartmouth in 1793, 1795, and 1805. The present-day boundary between Westport and Dartmouth was established in 1828. The lands of Old Dartmouth, purchased on behalf of Plymouth Colony in 1652, included all or part of the present towns of Dartmouth, New Bedford, Westport, Fairhaven and Acushnet, Massachusetts, and a strip of Tiverton and Little Compton, Rhode Island. John Cooke and Edward Winslow, serving as representatives of the Colony, bought the land from the Wampanoag Chief Sachem Massasoit and his son, Wamsutta. The enormous parcel was divided 24 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions among 36 proprietors (including William Bradford and Miles Standish) with each individual acquiring at least 800 acres of land. Most of the first purchasers remained absentee owners and sold off their parcels after the Plymouth authorities began taxing the lands. The Euro-American settlement in the Westport area started its development by the 1650s. The Plymouth and Massachusetts Bay colonies began persecuting religious dissidents during this period, and as a result many sought lands at a greater distance from the seat of colonial government in the fertile agricultural lands and coastal areas of Old Dartmouth. After King Philip’s War (1675-1676), Euro-American settlement in the Westport area increased rapidly and families began to fan from the previous concentration along the coastline. Additional farmsteads were scattered along the major Indian trails, which were improved as travel routes to connect growing community clusters at the Head, Hix Bridge and Westport Point. Historian Henry Worth’s reconstruction of Old Dartmouth settlement between 1658 and 1758 indicates that homesteads in Westport were widely separated across the southern half of town rather than tightly gathered into one small village. The topography of the Old Dartmouth land grants, including broad expanses of fertile farmland separated by ponds, rivers, and small inlets, encouraged a decentralized settlement pattern and established the Westport area as a primarily agrarian community. According to the letter to Mr. Palmer written by Henry B. Worth, Attorney at Law in 1906, the Oscar Palmer Farm was established by 1700. It was located on both sides of the road and belonged to Nathaniel Potter, who left the part on the south side of road (current parcel of Oscar Palmer Farm) to his son Stokes. A copy of the original letter copied by Oscar H. Palmer contains a mention at the end that in 1700 Nathaniel left this house (Palmer Farm House) and land on the south side of road to his son Stokes. In 1717, Stokes Potter left the farm to his son Nathaniel. In 1712 there was a new house on this farm about 400 feet west of the line of the brook, which later was occupied by the widow of Stokes Potter. From Nathaniel the farm passed to his son William and in 1760 the farm was purchased by John Tripp, who owned land to the west of farm. Tripp sold the farm in 1766 in two parts: the east part to Benjamin Brownell and the west part to John Taber. In 1794, Gideon Taber sold his half to Benjamin Brownell. In 1802, the farm passed to Abner Brownell, Revolutionary War Veteran, who is buried on private Brownell - Handy burying ground adjacent to the farm. After Abner Brownell, the farm passed to Nathaniel Brownell. Henry Palmer purchased the farm in 1855. He left the farm to his son Franklin J. Palmer in1881. Circa 1920, Franklin J. Palmer, a carpenter and gentleman farmer suffered a stroke. His wife Amanda and son Oscar took care for him, until Amanda’s death in 1923. Shortly after Amanda’s death, Oscar Palmer hired a live-in nurse and housekeeper, Eleanor Simmons, who took care of Franklin Palmer until his death in 1932. Franklin Palmer left half of the farm to his son Oscar 25 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions and the second half to Eleanor Simmons. In the 1940s, Oscar and Eleanor had written “companion” wills, each leaving their estate to the other. Oscar Palmer was born in 1884. Although Oscar lived all his live on the farm he did not have much interest in farming. Oscar was a Town Registrar of Voters from 1906 until 1943 when he was elected as a member of the Board of Assessors. He served as an assessor until his retirement in March of 1968. Oscar Palmer had great interest in collecting antiquities and owned a fine collection of Indian Relics, antique wooden kitchen utensils, metallic shoe buckles, flint-lock muskets and other articles. He unearthed Indian relics including arrowheads, pottery, tomahawks and other war weapons while plowing on his farm near the brook. After Oscar Palmer’s death, Eleanor Simmons became the sole owner of the Palmer Farm. Eleanor lived at the Palmer Farm for more than 70 years until her death in 2001. During her life on the farm, Eleanor didn’t contact any relatives. After Oscar’s death, Eleanor neglected to rewrite her will, thus the Palmer Farm fell in the hands of the Bristol County Probate Court. No one responded to the advertisement of Eleanor’s death and claimed the Palmer Farm. Eleanor was a very private person. She didn’t share much information about herself and kept secret about her family. The vital records did not provide any information: it turned out that Eleanor changed her name and the names of her parents and listed a different year of her birth on different documents. To establish Eleanor’s identity, a group of genealogical researchers was put together including Mary Ann Boyle, PHD, CG and later Edward Water, the best researcher at the American Genealogical Research. It took about two years to identify the birth name of Eleanor (Leonarda Zmuda) date of birth, names of her parents and to conduct a DNA test. This information led to the 13 heirs of her Adamsville Road historic estate. In December 2008, the Westport Land Conservation Trust and The Trustees obtained a loan to purchase the Palmer Farm at auction for $901,000. WLCT and TTOR then worked with the Town to place permanent conservation and historic preservation restrictions on the property and place the farm on the National Register of Historic Places. STATEMENT OF SIGNIFICANCE The Oscar Palmer Farm typifies the scale and structure of 18th, 19th, and 20th century farmsteads in New England, and plays a significant part in the history of the Town of Westport. The house features an original floor plan and unique chimney. The interiors of the original early 18th century house are relatively well preserved, and will allow for careful study and restoration of the structure. The barn illustrates many characteristics typical of New England 19th century bank barns. The location, size and style of the existing farm outbuildings are integral components of the property’s historic appearance and rich agricultural heritage. All structures have much of their original historic fabric in place. Properly preserved and rehabilitated, this property will be an important contribution to the culture and history of both the Town of Westport and Massachusetts. 26 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions EXHIBIT B1: REDUCED COPY OF CONSERVATION AND HISTORIC PRESERVATION RESTRICTION PLAN 27 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions EXHIBIT B2: DETAIL OF HISTORIC PRESERVATION RESTRICTION AREA 28 138 Adamsville Road, Westport Preservation Restriction Agreement EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 1: Granite posts of entrance carriage gate with two side passages. Photo 2: Outbuildings, from north. Photo 3: Barn, Shed #1, and House, from northeast. Photo 4: Entry driveway, from north. Note mill stone (1) covering former well and granite sill (2) at site former fence in front of house. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 1 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 5: East elevation. Note solid granite sill on the ground. Also visible are different style gable returns at north and south. Photo 6: House, southeast corner. Note 20th century porch on concrete slab. Photo 7: House, south elevation. Note Victorian two-over-two windows in south parlor and older sixover-six windows in bedroom. Photo 8: House, west elevation. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 2 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 9: House, north elevation. Photo 11: House, south elevation. Note windows with lintels beveled at edges. Photo 10: House, north elevation. Note enlarged windows in keeping room. Photo 12: House, House, south elevation, addition; note solid granite foundation blocks. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 3 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 13: House, north elevation, Greek Revival entry, details at top of fluted pilaster. Photo 14: House, chimney. Photo 15: House, east elevation. Note upper panels of Historic Greek Revival door replaced with glass. Photo 16: House, basement under east part of house looking south. Note field stone walls and steps, dirt floor, and tree trunk posts. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 4 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 17: House, basement under the east part of the house looking north. Note floor joists and posts along the west wall are later replacement. Photo 18: House, original basement under the east part of the house. Note original (1) and new (2) framing, tree trunk posts and new plank subfloor (3). Photo 19: House, first floor, Keeping Room looking south. 1– Original stair to attic, 2-colonial four panel door with historic hardware, 3– beam chamfered on one side shows location of original exterior wall, 4– original beehive oven, 5– vent through original chimney, 6-heat grate to attic room. Photo 20: House, first floor, Keeping Room looking north. 1– beam chamfered on one side shows location of original exterior wall, 2– location of original post, 3- colonial four panel door with historic hardware. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 5 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 21: House, first floor, South Parlor looking east. Note traces of fireplace under the wallpaper (1), opening for 19th century wood stove chimney (2). Paneling, doors and shelving are 19th & 20th century alterations to the interior. Photo 22: House, “chimney stair”. Photo 23: House, first floor, west parlor in west addition, chimney wall. Beehive oven in Keeping room was enclosed during the construction of this fireplace. Photo 24: House, first floor, window trim in southwest bedroom in west addition. Note thin unaltered exterior wall and early beaded sash holder. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 6 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 25: House, second floor, garret over original part of house looking west. Photo 26: House, second floor, garret over original part of house, southwest corner. Note traces of raised roof. Photo 27: House, second floor, bottom of original chimney stuck. Photo 28: House, second floor, early 18th century two panel door with traces of early hinges (1) in Southeast Bedroom. (2) existing hinges. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 7 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 29: House, attic, chimney. 1– first row of corbel at top of original chimney, 2– brick shelves over original roof rafters (working as flashing). Long diagonal line shows location and slope of original roof. Photo 31: Barn, west elevation. Note north addition to originally symmetrical three-bay English barn. Photo 30: House, attic, chimney flue from west parlor added to original chimney stuck. Photo 32: Barn, north and west elevations, view from north. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 8 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 34: Barn, view from north and east elevations. Photo 33: Barn, north and west elevations. Photo 35: Barn, west elevation, wagon door, sliders and wheels. Photo 36: Barn, south elevation. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 9 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 37: Barn, south elevation, basement level. Photo 38: Barn, addition to east elevation, view from north. Photo 39: Barn, basement facing north. Photo 40: Barn, basement dry-laid field stone wall. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 10 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 41: Barn, attic facing north. Note hay mow door enclosed from exterior. Photo 43: Shed 2, south and west elevations. Photo 42: Shed 2, east elevation. Note concrete base and piers. Photo 44: Shed 3, north and east elevations. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 11 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 45: Shed 3, north and west elevations. Photo 46: Shed 4, south and east elevations. Photo 47: Shed 5, east elevation. Photo 48: Shed 5, partial north and west elevation. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 12 of 13 EXHIBIT C – BASELINE DOCUMENTATION PHOTOGRAPHS Photo 49: Shed 5, partial north and west elevation. Photo 50: Shed 5, rear fireplace elevation. Photo 51: Shed 5, interior view looking west. Photo 52: Shed 5, workbench. Oscar Palmer Farm, 138 Adamsville Road, Westport Historic Preservation Restriction Page 13 of 13 Draft as of November 30, 2010 Subject to minor revisions EXHIBIT D RESTRICTION PURPOSE & GUIDELINES PURPOSE OF RESTRICTION This restriction is intended to ensure the preservation of those characteristics which contribute to the architectural, archaeological and historical integrity of the HPRA. Characteristics which contribute to the architectural, archaeological and historical integrity of the HPRA include, but are not limited to, the artifacts, features, materials, appearance, and workmanship of the HPRA. RESTRICTION GUIDELINES PAINT Minor - Exterior or interior hand scraping and repainting of non-decorative and non-significant surfaces as part of periodic maintenance. Major - Painting or fully stripping decorative surfaces or distinctive stylistic features including murals, stencilling, wallpaper, ornamental woodwork, stone, decorative or significant original plaster. WINDOWS AND DOORS Minor - Regular maintenance including caulking, painting and necessary reglazing. Repair or inkind replacement of existing individual decayed window parts. Major - Wholesale replacement of units; change in fenestration or materials; alteration of profile or setback of windows. The addition of storm windows is also considered a major change, however, with notification it is commonly acceptable. EXTERIOR Minor - Spot repair of existing cladding and roofing including in-kind replacement of clapboards, shingles, slates, etc. Major - Large-scale repair or replacement of cladding or roofing. Change involving inappropriate removal or addition of materials or building elements (i.e. removal of chimneys or cornice detailing; installation of architectural detail which does not have a historical basis); altering or demolishing building additions; spot repointing of masonry. Structural stabilization of the property is also considered a major alteration LANDSCAPE/OUTBUILDINGS 30 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions Minor - Routine maintenance of outbuildings and landscape including lawn mowing, pruning, planting, painting, and repair. Major - Moving or subdividing buildings or property; altering of property; altering or removing significant landscape features such as gardens, vistas, walks, plantings; ground disturbance affecting archaeological resources. WALLS/PARTITIONS Minor - Making fully reversible changes (i.e, sealing off doors in situ, leaving doors and door openings fully exposed) to the spatial arrangement of a non-significant portion of the building. Major - Creating new openings in walls or permanently sealing off existing openings; adding permanent partitions which obscure significant original room arrangement; demolishing existing walls; removing or altering stylistic features; altering primary staircases. HEATING/AIR CONDITIONING/ELECTRICAL/PLUMBING SYSTEMS Minor - Repair of existing systems. Major - Installing or upgrading systems which will result in major appearance changes (i.e. dropped ceilings, disfigured walls or floors, exposed wiring, ducts, and piping); the removal of substantial quantities of original plaster or other materials in the course of construction. Changes classified as “major” alterations are not necessarily unacceptable, provided Grantee has determined that they will not adversely affect the characteristics which contribute to the architectural, archaeological and historical integrity of the HPRA. 31 138 Adamsville Road, Westport Preservation Restriction Agreement Draft as of November 30, 2010 Subject to minor revisions EXHIBIT E The Secretary of Interior’s Standards for The Treatment of Historical Properties with Guidelines for Preserving, Rehabilitating, Restoring and Reconstructing Historic Buildings (36 CFR 67 and 68) 1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces, and spatial relationships. 2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces, and spatial relationships that characterize a property will be avoided. 3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken. 4. Changes to a property that have acquired historic significance in their own right will be retained and preserved. 5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved. 6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence. 7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used. 8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken. 9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work shall be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment. 10. New additions and adjacent or related new construction will be undertaken in a such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired. 32 138 Adamsville Road, Westport Preservation Restriction Agreement Exhibit F