HomeMy WebLinkAbout8447-93 Authorizing Economic Development Revenue (P.A.I. Properties $450,000)ORDINANCE No 8447 -93
Passed by the Common Council of the City of South Bend, Indiana_
December 13, 19 93
Attest: 4:f' City Clerk
Attest:
IRENE K. GAMMON
Of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana_ _
December 14, 1 9 93
/(-' City Clerk
IRENE K. GAMMON
Approved and signed by me i y
19-/—
. v:
ORDINANCE NO. $ q LI 7--64 3
AN ORDINANCE AUTHORIZING THE CITY OF SOUTH BEND,
INDIANA(THE "CITY"), TO ISSUE ITS "ECONOMIC DEVELOPMENT
REVENUE BOND (P.A.I. PROPERTIES, AN INDIANA PARTNERSHIP
PROJECT, SERIES 1993),IN THE AGGREGATE PRINCIPAL AMOUNT
OF FOUR HUNDRED FIFTY THOUSAND DOLLARS($450,000.00)AND
APPROVING AND AUTHORIZING CERTAIN ACTIONS WITH
RESPECT THERETO
STATEMENT OF PURPOSE AND INTENT:
The City is a municipal corporation and political subdivision of the State of Indiana,
and by virtue of Title 36, Article 7, Chapters 11.9 and 12, of the Indiana Code, as amended
(the "Act"), is authorized and empowered to adopt this Ordinance and to carry out its
provisions.
The South Bend Economic Development Commission (the "Commission") has
rendered its report concerning the proposed financing of economic development facilities
for P.A.I. Properties, an Indiana partnership, and the Area Plan Commission has
commented favorably thereon.
The Commission, after a public hearing held on November 19, 1993, has adopted a
Resolution, which has been transmitted to this Council, (i) finding that the construction by
P.A.I. Properties, an Indiana partnership (the "Company") of the proposed economic
development facilities described in said report will not have an adverse competitive effect
on any similar facilities already constructed or operating in or about the City, (ii) further
finding that the proposed economic development revenue bond financing of such facilities
will be of benefit to the health and general welfare of the City and its citizens, (iii) further
finding that the proposed economic development revenue bond financing of such facilities
complies with the purposes and provisions of the Act, (iv) approving the economic
development revenue bond financing of such facilities, including the form and terms of the
Loan Agreement, Mortgage and Security Agreement between the Company and the City,
the Promissory Note from the Company to the City, the registered City of South Bend,
Indiana, Economic Development Revenue Bond (P.A.I. Properties, an Indiana Partnership
Project, Series 1993) from the City to the bondholders, The Trust Indenture between the
City and 1st Source Bank(the "Trustee"), and this Ordinance,presented to the Commission,
and (v) recommending that this Council find that the proposed economic development
revenue bond financing of such facilities will be of benefit to the health and general welfare
of the City and its citizens, and complies with the purposes and provisions of the Act, and
that this Council adopt an ordinance approving such financing.
NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, as follows:
Section 1. This Council finds that the facilities described in said report and in the
attached Loan Agreement, Mortgage and Security Agreement are "economic development
facilities" within the meaning of the Act and that such facilities will not have an adverse
competitive effect on any similar facilities already constructed or operating in or about the
City.
Section 2. This Council further finds that the proposed economic development
revenue bond financing of such facilities will be of benefit to the health and general welfare
of the City and its citizens.
Section 3. This Council further finds that the proposed economic development
revenue bond financing of such facilities complies with the purposes and provisions of the
Act.
Section 4. This Council hereby approves the proposed economic development
revenue bond financing of such facilities, including (i) the form and terms of the
aforementioned Loan Agreement, Mortgage and Security Agreement, Promissory Note,
Economic Development Revenue Bond and Trust Indenture attached hereto and
incorporated herein by reference (two (2) copies of which are on file in the Office of the
Clerk of the City for public inspection), (ii) the issuance and sale of said Economic
Development Revenue Bond, (iii) the loan of the net proceeds of said Economic
Development Revenue Bond to the Company for the construction of such facilities, such
loan to be evidenced by said Promissory Note, (iv) the repayment of said loan by the
Company pursuant to said Loan Agreement, Mortgage and Security Agreement, and said
Promissory Note, and (v) the securing of said Economic Development Revenue Bond by
said Loan Agreement, Mortgage and Security Agreement and said Trust Indenture.
Section 5. The City shall issue its Economic Development Revenue Bond (P.A.I.
Properties, an Indiana Partnership Project, Series 1993), in the aggregate principal amount
of Four Hundred Fifty Thousand Dollars ($450,000.00) for the purpose of procuring funds
to loan to the Company in order to finance such facilities, as more particularly set out in
said Loan Agreement, Mortgage and Security Agreement, which Economic Development
Revenue Bond shall be payable as to principal and interest solely from the payments made
by the Company on its aforesaid Promissory Note in the principal amount of Four Hundred
Fifty Thousand Dollars ($450,000.00)which will be executed and delivered by the Company
to evidence said loan, from other sources under said Loan Agreement, Mortgage and
Security Agreement, and as otherwise provided in said Trust Indenture. Said Economic
Development Revenue Bond shall never constitute a general obligation of, indebtednesses
of, or charge against the general credit of the City. Said Economic Development Revenue
Bond shall be executed by the manual or facsimile signatures of the Mayor and the Clerk
of the City; shall be executed and delivered on or about December 17, 1993; shall be
repayable and shall bear interest as provided therein; shall be in the denominations of Five
Thousand Dollars ($5,000.00) or integral multiples thereof; shall be issued in registered
form; shall be registrable as provided therein; shall be payable in the medium and at the
-2-
place or places provided therein; and shall be subject to optional and mandatory prepayment
as provided therein.
Section 6. The Mayor and/or the Clerk of the City are authorized and directed to
sell said Economic Development Revenue Bond to the bond purchasers at a price not less
than one hundred percent (100%) of the principal amount thereof, plus accrued interest, if
any.
Section 7. The Mayor and the Clerk of the City are authorized and directed to
execute and deliver the aforementioned documents for and on behalf of the City after
making therein such changes permitted by the Act as they deem necessary or proper, as
evidenced by their execution of such documents, and are further authorized and directed to
execute and deliver such other documents for and on behalf of the City, and to take such
other actions for and on behalf of the City, as they deem necessary or proper in connection
with the consummation of such financing including, but not limited to making the $10
million election pursuant to the requirements of the Internal Revenue Code. The Mayor
and the Clerk of the City are authorized to arrange for the delivery of said Economic
Development Revenue Bond to the bond purchaser,payment for which will be made to the
Trustee for the account of the City.
Section 8. The provisions of this Ordinance and the aforementioned documents shall
constitute a contract binding between the City and the holders of said Economic
Development Revenue Bond, and after the issuance of said Economic Development
Revenue Bond, this Ordinance shall not be repealed or amended in any respect which would
adversely affect the rights of said holders so long as any of the principal of said Economic
Development Revenue Bond or the interest or premium thereon remains unpaid.
Section 9. All ordinances or parts of ordinances in conflict herewith are hereby
repealed.
Section 10. If any section, praragraph or provision of this Ordinance shall be held
to be invalid or unenforceable for any reason, the invalidity or unenforceability of such
section, paragraph or provision shall not affect any of the remaining provisions of this
Ordinance.
Section 11. This Ordinance shall be in full force and effect from and after its passage
by this Council and its signature by the Mayor of the City.
Member of Co on Council
Filed In Clerk's Office
MCK02302
NOV 2 2 1993
READ,NG //-a2?-y3 -3-
PJBLIC HEARING i s- i 3- q 3
3rd READING I a- l 3 - a I tENEGAMMON
CITY CLERK,SO.BEND,IN.
NOT APPROVED
REFERRED
PASSED -- 1 3 q 3
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,w �p�� A�F� City of South Bend
• ' '` .4 0 Joseph E. Kernan, Mayor
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7.iY,,yj�.r•r
Economic Development Commission
Donald E. Inks
Director
November 19, 1993
Irene K. Gammon, Clerk
City of South Bend
County-City Building . '
South Bend, IN 46601
Re: P.A.I. Properties
Dear Mrs. Gammon:
Enclosed please find a proposed form of ordinance to
be placed on the Council agenda for first reading on
November 29, 1993, and public hearing on December 13,
1993 .
Further enclosed is a copy of the Commission `'
resolution passed on Friday, November 19, 1993 .
Lastly, enclosed are two (2) copies of the various
financing documents.
Respectfully,
r• J
KE NET P. FEDDER
KPF:ram
enc. Filed in Clerks Office
NOV 2 2 1993
IRENE OAAAPAON
CITY CLERK,SO.BEND,IN.
1200 County-City Building • South Bend, Indiana 46601 • 219/235-9335
Stephen J. Luecke Gatha Vaughn Carolyn Anderson Carl Ellison Jerry Hammes Kenneth Fedder
President Vice President Secretary Counsel
flnmmtttrr Ir rnrt
go the emu= Moonlit of t1 (Eng of Oontil Brad:
Your Committee
OF THE WHOLE
to whom was referred
BILL NO.
107-93 A BILL AUTHORIZING THE CITY OF SOUTH BEND, INDIANA (THE
"CITY" ) , TO ISSUE ITS "ECONOMIC DEVELOPMENT REVENUE BOND"
(P.A.I. PROPERTIES, AN INDIANA PARTNERSHIP PROJECT,
SERIES 1993) , IN THE AGGREGATE PRINCIPAL AMOUNT OF FOUR
HUNDRED FIFTY THOUSAND DOLLARS ($450,000.00) AND
APPROVING AND AUTHORIZING CERTAIN ACTIONS WITH RESPECT
THERETO.
Respectfully report that they have examined the matter and that in their opinion
This bill has been recommended to the Council favorable.
Tom Zakrz ,ln
FREE PRESS oSite,P PUBLISHING CO.
J ,
RESOLUTION NO. /4.3 A
RESOLUTION OF THE
SOUTH BEND ECONOMIC DEVELOPMENT COMMISSION
BE IT RESOLVED by the South Bend Economic Development
Commission that:
1. It finds that the acquisition and construction of
the proposed economic development facilities described in the Loan
Agreement, Mortgage and Security Agreement between the City of
South Bend, Indiana (the "City") and P.A. I. Properties, an Indiana
partnership (the "Company") , presented to this meeting will be of
benefit to the health and general welfare of the City and its
citizens and will not have an adverse competitive effect on any
similar facilities already constructed or operating in or about the
City for the reason that such facilities will merely enable the
Company to maintain its competitive position, vis-a-vis similar
facilities located in or near South Bend.
2 . It further finds that the proposed economic
development revenue bond financing of the P.A. I . Properties
facilities complies with the purposes and provisions of Title 36,
Article 7 , Chapters 11.9 and 12 of the Indiana Code, as amended
(the "Act") .
3 . This Commission hereby approves the economic
development revenue bond financing of such facilities, including
the form and terms of the aforementioned Loan Agreement, Mortgage
and Security Agreement, the Promissory Note from the Company to the
City, the fully-registered City of South Bend, Indiana Economic
Development Revenue Bond (P.A. I . Properties, an Indiana Partnership
Project, Series 1993) from the City to the bondholders (the
"Bonds") , the Trust Indenture between the City and 1st Source Bank
(the "Trustee") and the Ordinance of the Common Council of the• City
presented to this meeting.
4 . This Resolution, together with copies of the
aforementioned documents shall be transmitted by this Commission to
the Common Council of the City with the recommendation that the
Common Council find that the proposed economic development revenue
bond financing of such facilities will be of benefit to the health
and general welfare of the City and its citizens, and complies with
the purposes and provisions of the Act, and that the Common Council
adopt an ordinance approving such financing.
5. The Common Council of the City is authorized to make
such changes in the aforementioned documents as it deems necessary
or proper, as evidenced by such Ordinance.
ADOPTED this 19th day of November, 1993 .
SOUTH BEND ECONOMIC DEVELOPMENT
COMMISSION
i
By / ..__ ;
A'
By
By &/(../e
By
By Filed in Clerk's Office
NOV 2 2 1993
MCK02319
IRENE GAMMON
CITY CLERK,SO.BEND,IN.
WHEN RECORDED RETURN TO:
Barnes & Thornburg
600 1st Source Bank Center
100 North Michigan Street
South Bend, Indiana 46601
Attn: Mark C. Krcmaric
LOAN AGREEMENT, MORTGAGE AND SECURITY AGREEMENT
BETWEEN
P.A. I. PROPERTIES, an Indiana Partnership
Mortgagor
AND
CITY OF SOUTH BEND
Mortgagee
Dated as of December 1, 1993
Certain rights of the City of South Bend hereunder have been
assigned to 1st Source Bank, as Trustee under a Trust Indenture
dated as of December 1, 1993 , from such City.
TABLE OF CONTENTS
Page
PARTIES 1
PRELIMINARY STATEMENT 1
GRANTING CLAUSES 2
ARTICLE I DEFINITIONS AND EXHIBITS 4
Section 1. 1. Terms Defined 4
Section 1.2 . Rules of Interpretation 7
Section 1. 3 . Exhibits 8
ARTICLE II REPRESENTATIONS AND COVENANTS; LOAN
OF SERIES 1993 BOND PROCEEDS 10
Section 2 . 1. Representations and Covenants
by Issuer 10
Section 2 .2 . Representations by Borrower 10
Section 2 . 3 . Loan of Series 1993 Bond Proceeds
by Issuer 13
ARTICLE III PARTICULAR COVENANTS OF THE COMPANY 14
Section 3 . 1. Consent to Assignments to Trustee 14
Section 3 .2 . Payment of Principal, Premium and
Interest; Payments Pledged 14
Section 3 . 3 . Maintenance of Lien; Recording 15
Section 3 .4 . Further Assurances; After-acquired
Property 16
Section 3 .5. Financial Statements, Etc. 16
Section 3 . 6. Taxes, Charges and AssessmentS 17
Section 3 .7. Liens 18
Section 3 .8. Compliance with Orders, Ordinances,
Etc. 18
Section 3 . 9. Permitted Contests 18
Section 3 . 10. Repairs, Maintenance and Alterations 18
Section 3 . 11. Borrower Duties Under Indenture 19
Section 3 . 12 . Insurance 19
Section 3 . 13 . Trustee's Right to Perform Borrower's
Covenants; Advances 20
Section 3 . 14. Indemnity 21
Section 3 . 15. Issuance of Substitute Notes 22
Section 3 . 16. Payment of Expenses of Issuance
of Series 1993 Bonds 22
(i)
Page
Section 3 . 17. Funding of Indenture Funds;
Investments; Arbitrage Certificates 22
Section 3 . 18. Other Amounts Payable by the Borrower 23
Section 3 . 19. Credits on Notes 23
Section 3 .20. Completion of Project 24
Section 3 .21. Sale and Release of Mortgaged Property 25
Section 3 .22 . Substitution of Mortgaged Property 26
Section 3 .23 . Right of Access to the Facilities 26
Section 3 .24. Tax Exempt Status of Bonds 27
Section 3 . 25. Financial Covenants 27
Section 3 .26. Information Report 27
Section 3 .27 . Regulation U 27
ARTICLE IV DAMAGE, CONDEMNATION, AND LOSS OF TITLE 28
Section 4 . 1. Damage 28
Section 4 . 2 . Other Provisions with Respect to
Net Proceeds 29
Section 4 . 3 . Insufficiency of Net Proceeds 29
ARTICLE V PREPAYMENT OF NOTES 30
Section 5. 1. Prepayment Generally 30
Section 5.2 . Optional Prepayments 30
Section 5. 3 . Additional Interest Upon Event of
Taxability 30
Section 5.4. Notice of Prepayment 31
ARTICLE VI ADDITIONAL NOTES 32
Section 6. 1. Issuance of Additional Notes 32
Section 6.2 . Conditions to Issuance of Additional 33
Notes
Section 6. 3 . Issuer Not Obligated to Accept
Additional Notes 33
Section 6.4. Limitation on Notes 34
ARTICLE VII EVENTS OF DEFAULT AND REMEDIES THEREFOR 35
Section 7 . 1. Events of Default 35
Section 7.2 . Foreclosure and Sale of Mortgaged
Property 36
Section 7 . 3 . Sale a Bar 37
Section 7 .4. Receipt Sufficient Discharge for
Purchaser 37
Section 7 .5. Sale to Accelerate Notes 37
Section 7. 6. Application of Proceeds of Sale 37
Section 7.7 . Payment of Defaulted Amounts on
Demand of Trustee 38
(ii)
Page
Section 7. 8. Trustee May Enforce Demand 39
Section 7 .9. Trustee Entitled to Appointment
of Receiver 39
Section 7 . 10. Remedies Cumulative 40
Section 7. 11. Delay or Omission Not a Waiver 40
Section 7 . 12 . Waiver of Extension, Appraisement
or Stay Laws 40
Section 7. 13 . Remedies Subject to Provisions of Law 41
ARTICLE VIII SUPPLEMENTS AND AMENDMENTS TO THIS
LOAN AGREEMENT 42
Section 8. 1. Supplements and Amendments to this
Loan Agreement 42
ARTICLE IX DEFEASANCE 43
Section 9. 1. Defeasance 43
ARTICLE X MISCELLANEOUS PROVISIONS 44
Section 10. 1. Agreement Term 44
Section 10. 2 . Loan Agreement for Benefit of
Parties Hereto 44
Section 10. 3 . Severability 44
Section 10.4. Limitation on Interest 44
Section 10. 5. Addresses for Notice and Demands 44
Section 10. 6. Successors and Assigns 45
Section 10.7. Counterparts 45
Section 10.8. Governing Law 45
TESTIMONIUM 46
SIGNATURES AND SEALS 47
ACKNOWLEDGEMENTS 47
EXHIBIT A 48
EXHIBIT B 49
(iii)
LOAN AGREEMENT, MORTGAGE AND SECURITY AGREEMENT
This is a LOAN AGREEMENT, MORTGAGE AND SECURITY AGREEMENT,
dated as of December 1, 1993 (herein referred to as the "Loan
Agreement" or "Mortgage") between P.A.I. PROPERTIES, an Indiana
Partnership (the "Borrower") , as mortgagor, and the CITY OF SOUTH
BEND (the "Issuer") , a municipal corporation duly organized and
validly existing under the laws of the State of Indiana.
PRELIMINARY STATEMENT
The Indiana Code, Title 36, Article 7, Chapters 11. 9 and 12
(the "Act") , have been enacted by the General Assembly of Indiana.
The Act provides that an issuer may pursuant to the Act issue
revenue bonds and loan the proceeds thereof to a developer or user
for the purpose of financing all costs of purchase or construction
of facilities, including real and personal property, for
diversification of economic development and promotion of job
opportunities in or near such issuer, such revenue bonds being
payable primarily from the revenues derived from the repayment of
such loan.
The Issuer intends to issue its Economic Development Revenue
Bond (P.A. I. Properties, an Indiana Partnership Project, Series
1993) (the "Series 1993 Bonds") in the aggregate principal amount
of $450, 000. 00 pursuant to the Trust Indenture dated as of
December 1, 1993 (the "Indenture") from the Issuer to 1st Source
Bank, as Trustee (the "Trustee") , and intends to lend the proceeds
of the Series 1993 Bonds pursuant to the provisions of this Loan
Agreement to the Borrower to finance certain economic development
facilities (the "Project") .
This Loan Agreement provides for the repayment by the Borrower
of the loan of the proceeds of the Series 1993 Bonds and further
provides (i) for the Borrower s repayment obligation to be
evidenced by the Borrower's Promissory Note, Series 1993 (the
"Series 1993 Note") , in substantially the form attached hereto as
Exhibit B, and (ii) for such loan and the Series 1993 Note to be
secured by the mortgage and security interest herein provided.
Pursuant to the Indenture, the Issuer will pledge and assign
the Series 1993 Note and assign certain of its rights under this
Loan Agreement as security for the Series 1993 Bonds. The Series
1993 Bonds and any Additional Bonds issued under the Indenture will
be payable solely out of (i) the payments to be made by the
Borrower on the Series 1993 Note and any other Notes, and (ii) Bond
proceeds and proceeds of condemnation and insurance.
GRANTING CLAUSES
In consideration of the premises, the loan of the proceeds of
the Series 1993 Bonds to be made by the Issuer, the acceptance of
the Series 1993 Note by the Issuer, and of other good and valuable
consideration, the receipt whereof is hereby acknowledged, and in
order to secure the payment of the principal of, premium, if any,
and interest payable on the Series 1993 Note and any Additional
Notes issued hereunder and any notes issued in substitution
therefor, and to secure the payment of the 1986 Notes (as herein
defined) and to secure the performance of all the covenants of the
Borrower contained herein and in the 1986 Loan Agreement (as herein
defined) , the Borrower has executed and delivered this Loan
Agreement and by these presents does mortgage and warrant and grant
a security interest in, to the Issuer and its successors and
assigns forever, all the Borrower's right, title and interest in,
to and under any and all of the following described property
(herein called the "Mortgaged Property") :
DIVISION I
The real estate in St. Joseph County, Indiana described on
Exhibit A hereto, incorporated herein, and all buildings,
structures and fixtures of the Borrower now or hereafter located
upon the real estate described in Exhibit A hereto or any part
thereof, plus all machinery and equipment of the Borrower purchased
with proceeds of the 1986 Bonds (as herein defined) , all as
described in Exhibit A hereto, and any substitutions of, or
replacements for, or additions to the foregoing.
DIVISION II
Any and all other property of every kind and nature from time
to time hereafter, by delivery or by writing of any kind, conveyed,
pledged, assigned or transferred as and for additional security
hereunder by the Borrower or by anyone in its behalf to the Issuer
or the Trustee, including without limitation, funds of the Borrower
held by the Trustee as security for the Bonds.
DIVISION III
All moneys and securities from time to time held by Issuer or
the Trustee under the terms of this Mortgage.
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TO HAVE AND TO HOLD all and singular, the Mortgaged Property,
whether now owned or hereafter acquired, unto the Issuer, its
successors and assigns forever, for the equal, ratable and
proportionate benefit of the holders of the Notes (as hereinafter
defined) ; provided, however, that this Mortgage is executed upon
the express condition that if the Borrower shall pay or cause to be
paid all indebtedness secured hereby and shall keep, perform and
observe all and singular the covenants and promises expressed in
the Notes and this Mortgage to be kept, performed and observed by
the Borrower, then this Mortgage and the rights hereby granted
shall cease, determine and be void; otherwise to remain in full
force and effect.
Borrower hereby assigns to the Issuer all of Borrower' s right,
title and interest in and to all existing and future leases
(including all amendments thereof and all schedules thereto) of the
Mortgaged Property or any portion thereof and all rents, issues,
income, profits, products and proceeds arising therefrom, and all
licenses, permits, agreements and contracts relating to the
Mortgaged Property or any portion thereof and all other contract
rights relating to and proceeds of any such leases. The foregoing
assignment shall constitute an absolute, present and irrevocable
assignment, provided that, so long as there shall exist no default
with respect to any of the obligations secured by this Mortgage
(the "Indebtedness") , the Borrower has permission to collect all
rents, issues, income, profits, products and proceeds from such
leases, and to retain, use and enjoy the same, and to exercise all
other rights of the lessor under such leases. Upon default by
Borrower with respect to any Indebtedness, such permission shall
terminate immediately and automatically, without notice to Borrower
or any other person, and shall not be reinstated upon a cure of
such default without the express written consent of the Issuer, and
furthermore, the Issuer may, in its sole discretion and without
notice to Borrower or any other person, take possession of the
Mortgaged Property subject to any or all such leases and exercise
all or any rights of Borrower thereunder, may provide notification
to lessees to pay rents directly to the Issuer, and may require
Borrower to provide such notification to lessees. The foregoing
assignment shall be fully effective without any further action on
the part of the Borrower or the Issuer. Borrower will pay and
perform all obligations and covenants required of it by the terms
of any such lease. If Borrower defaults in the payment or
performance of any obligation or covenant under any such lease,
then the Issuer shall have the right, but shall have no obligation,
to pay or perform the same on behalf of Borrower, and all sums
expended by the Issuer in connection therewith shall become part of
the Indebtedness and a lien upon the Mortgaged Property, payable by
Borrower to the Issuer upon demand, with interest per annum at two
percent (2%) above the National Prime Rate, adjusted monthly on the
first day of the month, from the date of the advance until paid.
The Issuer shall not be obligated to perform or discharge any
obligation under such leases under or by reason hereof. Borrower
-3-
hereby agrees to defend and indemnify the Issuer against and hold
it harmless from any and all claims and demands whatsoever which
may be asserted against it by reason of any alleged obligation or
undertaking on its part to perform or discharge any of the terms of
such leases, except that the foregoing indemnification shall not
apply with respect to any action taken by the Issuer which
constitutes willful misconduct or gross negligence; and should the
Issuer incur any liability, loss, or damage in defense against any
such claims or demands, the amount thereof, together with all costs
and expenses associated therewith, including attorneys' fees, legal
assistants' fees and legal expenses, shall become part of the
Indebtedness and a lien upon the Mortgaged Property, payable by
Borrower to the Issuer upon demand, with interest per annum at two
percent (2%) above the National Prime Rate, adjusted monthly on the
first day of the month, from the date of the advance until paid.
Borrower represents that it has not executed any prior assignments
of any of its rights under such leases to any party other than the
Issuer.
The Borrower and the Issuer hereby further covenant and agree
as follows:
-4-
ARTICLE I
Definitions and Exhibits
Section 1. 1. Terms Defined. In addition to the words and
terms elsewhere defined in this Mortgage, the following words and
terms shall have the following meanings unless the context clearly
otherwise requires:
"1986 Bonds" means the city of South Bend, Indiana Economic
Development Revenue Bond, Series 1986 (P.A.I. Properties Project) ,
dated December 15, 1986, issued in original principal amount of
$722, 000. 00 pursuant to the 1986 Indenture.
"1986 Indenture" means the Trust Indenture between City of
South Bend, Indiana, and 1st Source Bank, as Trustee, dated as of
December 15, 1986.
"1986 Loan Agreement" means the Loan Agreement and Security
Agreement between the Borrower and City of South Bend, dated as of
December 15, 1986.
"1986 Notes" means the "Notes", as defined in the 1986 Loan
Agreement.
"Act" means Indiana Code 36-7-11.9 and 36-7-12 , as amended.
"Additional Bonds" means the additional parity Bonds
authorized to be issued by the Issuer pursuant to Section 208 of
the Indenture and any Bonds issued in substitution or replacement
therefor.
"Additional Notes" means the additional parity Notes
authorized to be issued by the Borrower pursuant to the provisions
of Article VI hereof.
"Bond Counsel" means a nationally recognized firm of municipal
bond attorneys acceptable to the Trustee.
"Bonds" means the Series 1993 Bonds, the Additional Bonds and
any other Bonds issued under the Indenture.
"Bond Fund" means the Bond Fund established by Section 402 of
the Indenture.
"Borrower" means, P.A.I. Properties, an Indiana partnership,
the general partners of which are Noel H. Yarger and G. Toms
Yarger, its successors or assigns or any surviving, resulting or
transferee partnership or corporation.
-5-
"Commission" means the South Bend Economic Development
Commission, an economic development commission created by the
Issuer.
"Completion Date" means the date of completion of the Project,
as that date is certified to the Trustee as provided in Section
3 .20 hereof.
"Construction Fund" means the Construction Fund established by
Section 403 of the Indenture.
"Costs of Construction" with respect to the Project shall be
deemed to include those items included in Section 29 of the Act
including, but not limited to:
(i) obligations of Issuer or of Borrower incurred for
labor and materials (including obligations payable to
Borrower) in connection with the Project;
(ii) the cost of contract bonds and of insurance of all
kinds that may be required or necessary during the course of
the Project;
(iii) all costs and expenses of site preparation,
engineering services, including the costs of Issuer or
Borrower for test borings, surveys, estimates, plans and
specifications and preliminary investigation therefor, and for
supervising construction, as well as for the performance of
all other duties required by or consequent upon the proper
completion of the Project;
(iv) all costs and expenses incurred in connection with
the issuance of the Bonds for the purpose of providing funds
for the Project, including without limitation compensation and
expenses of Trustee, underwriting and legal expenses of
Trustee, underwriting and legal expenses and fees, costs of
printing and engraving, recording and filing fees;
(v) all costs and expenses which Issuer or Borrower
shall be required to pay, under the terms of any contract or
contracts, for the Project;
(vi) any sums required to reimburse Issuer or Borrower
for advances made by either of them for any of the above items
or for any other costs incurred and for work done by either of
them which are properly chargeable to the Project; and
(vii) interest on the Series 1993 Bonds during
construction of the Project.
"Counsel" means an attorney duly admitted to practice law
before the highest court of any state and, without limitation, may
include legal counsel for either the Issuer or the Borrower.
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"Event of Taxability" means any determination, decision or
decree made by the Commissioner or any District Director of
Internal Revenue Service, or by any court of competent jurisdiction
that interest payable on the Series 1993 Bonds is includible in the
gross income of a holder of the Series 1993 Bonds (other than a
holder who is a substantial user or related person within the
meaning of Section 147 (a) of the Internal Revenue Code of 1986, as
amended (the "Code") , or any similar federal law then in effect) ,
or an opinion of Bond Counsel to the same effect.
"Facilities" means the economic development facilities to be
acquired and constructed with the funds advanced under the Loan.
"Indenture" means the Trust Indenture dated as of December 1,
1993 , from the Issuer to the Trustee and all amendments and
supplements thereto.
"Issuer" means the City of South Bend, Indiana.
"Loan" means the loan by the Issuer to the Borrower of the
proceeds of the sale of the Series 1993 Bonds.
"Mortgaged Property" means the property described in the
granting clauses hereof plus any additional property which shall
have been subjected to the lien hereof pursuant to the provisions
of Article III and VI hereof.
"National Prime Rate" or "Prime Rate" means the prime rate on
corporate loans as announced from time to time by Citibank, N.A. ,
New York, New York.
"Net Proceeds, " when used with respect to any insurance or
condemnation award, means the gross proceeds from the insurance or
condemnation award remaining after payment of all expenses
(including attorneys' fees and any extraordinary expenses of the
Trustee of the Issuer) incurred in the collection of such gross
proceeds.
"Notes" means the Series 1993 Note, the Additional Notes and
any Notes issued in exchange therefor pursuant to Section 3 . 15
hereof, and the 1986 Notes, all of which shall rank on a parity
with each other.
"Outstanding, " with reference to Bonds, means all Bonds
theretofore issued and not yet fully paid and discharged under the
terms of the Indenture and with reference to Notes, means all Notes
theretofore issued and not yet paid and discharged under the terms
of this Loan Agreement with respect to Notes.
"Permitted Encumbrances" means, as of any particular time, (i)
any exception to title shown in Exhibit A hereto, (ii) this Loan
Agreement, the 1986 Loan Agreement, the Indenture and the 1986
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Indenture, (iii) liens arising in connection with workmen's
compensation, unemployment insurance, social security, taxes,
assessments, statutory obligations, or other similar liens and
charges arising in the ordinary course of the Borrower's operations
or required by law as a condition precedent to the transaction of
the business of the Borrower or the exercise of any privileges or
licenses of the Borrower; provided, however, that no amount secured
by any lien or charge described in this item (iii) shall be overdue
or, if overdue, is being contested in good faith by the Borrower,
and the Borrower has established appropriate reserves in connection
therewith, and (iv) mechanics' liens of record arising from the
Project, provided such liens are being contested by the Borrower in
good faith and provided further that the Borrower shall have
reserved sufficient amounts in the Construction Fund to satisfy all
such liens.
"Project" means the construction of an addition of
approximately 20, 000 square feet to the manufacturing facility
located in St. Joseph County, Indiana, all as described in Exhibit
A hereto and made a part hereof.
"Qualified Investments" means investments in: (i) obligations
issued or guaranteed by the full faith and credit of the United
States of America; (ii) certificates of deposit or other deposits
of, or bankers' acceptances drawn on and accepted by commercial
banks, including Trustee; (iii) repurchase agreements fully secured
by obligations of the type specified in (i) above; or (iv)
commercial paper of the quality rated "A-1" by Standard & Poors
Corporation or "P-1" by Moody's Investor Service, Inc.
"Series 1993 Bonds" means the Economic Development Revenue
Bonds (P.A.I. Properties, an Indiana Partnership Project, Series
1993) to be issued by the Issuer under the Indenture in the
aggregate principal amount of $450, 000. 00 and any Bonds issued in
substitution or replacement therefor.
"Series 1993 Note" means the Promissory Note, Series 1993, of
the Borrower in the principal amount of $450, 000. 00 in
substantially the form attached hereto as Exhibit B which will be
issued and delivered by the Borrower to the Issuer to evidence the
loan of the proceeds of the Series 1993 Bonds and any Note issued
in exchange therefor pursuant to Section 3 . 15 hereof.
"Taxable Rate" means four percent (4%) per annum in excess of
the National Prime Rate, adjusted quarterly on the first business
day of each calendar quarter based on said rate as most recently
published.
"Trustee" means the trustee and/or co-trustee at the time
serving as such under the Indenture.
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"Written Request" with respect to the Borrower or the Issuer
shall mean a request in writing signed by a general partner of the
Borrower or an authorized officer of the Issuer, as the case may
be.
Section 1.2 . Rules of Interpretation. For all purposes of
this Loan Agreement, except as otherwise expressly provided, or
unless the context otherwise requires:
(1) "This Loan Agreement" or "this Mortgage" means this
instrument as originally executed and as it may from time to
time be supplemented or amended pursuant to the applicable
provisions hereof.
(2) All references in this instrument to designated
"Articles, " "Sections" and other subdivisions are to the
designated Articles, Sections and other subdivisions of this
instrument as originally executed. The words "herein, "
"hereof " and "hereunder" and other words of similar import
refer to this Loan Agreement as a whole and not to any
particular Article, Section or other subdivision.
(3) The terms defined in this Article have the meanings
assigned to them in this Article and include the plural as
well as the singular and the singular as well as the plural.
(4) All accounting terms not otherwise defined herein
have the meanings assigned to them in accordance with
generally accepted accounting principles as consistently
applied.
(5) Any terms not defined herein but defined in the
Indenture shall have the same meaning herein.
(6) The terms defined elsewhere in this Loan Agreement
shall have the meanings therein prescribed for them.
(7) This Loan Agreement shall be interpreted and
construed in accordance with the laws of the State of Indiana.
Section 1. 3 . Exhibits. The following Exhibits are attached
to and by reference made a part of this Loan Agreement.
Exhibit A. Description of the Project, Mortgaged Equipment
and Real Estate and Exceptions to Title.
Exhibit B. Form of Series 1993 Note.
(End of Article I)
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ARTICLE II
Representations and Covenants; Loan of Series 1993
Bond Proceeds
Section 2 . 1. Representations and Covenants by Issuer. Issuer
represents, warrants, covenants and agrees that:
(a) Issuer is a municipal corporation duly organized and
duly existing under the laws of the State of Indiana. Under
the provisions of the Act, Issuer is authorized to enter into
the transactions contemplated by this Agreement and to carry
out its obligations hereunder. Issuer has been duly
authorized to execute and deliver this Agreement. Issuer
agrees that it will do or cause to be done all things
necessary to preserve and keep in full force and effect its
existence.
(b) Issuer shall provide funds from the issuance of the
Series 1993 Bonds for the Project, as may be necessary,
subject to the consideration of the Series 1993 Note and the
Borrower granting a mortgage and security interest in the
Project to the Issuer, all for the benefit of the holders of
the Bonds, to the end that industry and the economy may be
diversified and job opportunities promoted, and to secure the
Bonds by pledging its interest in this Loan Agreement and the
Series 1993 Note to the Trustee.
(c) Issuer shall assign the Series 1993 Note to the
Trustee pursuant to the Indenture, and no further assignment
is contemplated by the Issuer, since the Issuer recognizes
that the Series 1993 Note has not been registered under the
Securities Act of 1933 .
(d) The public approval requirements of paragraph (2) of
Subsection 147 (f) of the Code have been satisfied in respect
of the Series 1993 Bonds.
(e) Issuer shall file, not later than the 15th day of
the 2nd calendar month after the close of the calendar quarter
in which the Bonds are issued, a statement concerning the
Bonds which contains the information referred to in Section
149 (e) of the Code.
Section 2 .2 . Representations by Borrower. Borrower
represents and warrants that:
(a) P.A.I. Properties is an Indiana partnership with its
principal place of business in St. Joseph County, Indiana, and
it has not received notice and has no reasonable grounds to
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believe that it is in violation of any laws in any manner
material to its ability to perform its obligations under this
Loan Agreement and the Series 1993 Note, and has power to
enter into this Loan Agreement and the Series 1993 Note.
(b) The indication of interest by the Economic
Development Commission of the Issuer on October 8, 1993 to
issue its Series 1993 Bonds and lend the proceeds to Borrower
for the purposes set forth herein has encouraged Borrower to
make an addition to the Facilities in or near the City of
South Bend, Indiana, and will promote diversification of
economic development and create new job opportunities in the
area. The Project has not been commenced by the Borrower
prior to the adoption of such indication of interest with
respect to the Project.
(c) All of the proceeds from the Series 1993 Bonds
(including any income earned on the investment of such
proceeds, but after reduction for costs of issuance and
interest prior to completion of the Project) will be used for
the Project. No part of the proceeds are to be used by the
Borrower, directly or indirectly, as working capital or to
finance inventory. Costs of issuance financed by proceeds
from the Series 1993 Bonds shall not exceed two percent (2%)
of the face amount of the Series 1993 Bonds.
(d) The Facilities constitute and will constitute either
land or property of a character subject to the allowance for
depreciation under Section 167 of the Code.
(e) The Borrower will not use any of the funds provided
by the Issuer hereunder in such manner as to, or take or omit
to take any action which would, impair the exemption of
interest on the Series 1993 Bonds from Federal income
taxation.
(f) The Borrower intends to operate or cause the
Facilities to be operated as an economic development facility
until the expiration or earlier termination of this Agreement
as provided herein.
(g) The Project is of the type authorized and permitted
by the Act.
(h) Neither the execution and delivery of this Loan
Agreement, the consummation of the transactions contemplated
hereby, including execution and delivery of the Series 1993
Note, nor the fulfillment of or compliance with the terms and
conditions of this Loan Agreement, conflicts with or results
in a breach of the terms, conditions or provisions of any
restriction or any agreement or instrument to which Borrower
is now a party or by which it is bound, or constitutes a
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default under any of the foregoing, or results in the creation
or imposition of any liens, charges, or encumbrances
whatsoever upon any of the property or assets of Borrower
under the terms of any other instrument or agreement.
(i) The Borrower is or shall become the lawful owner and
is now or shall become lawfully seized and possessed of the
Mortgaged Property (other than that not presently in
existence) , free and clear of all liens, security interests,
charges or encumbrances whatever except Permitted
Encumbrances, and has full power and lawful authority to
mortgage and grant a security interest in the same to the
Issuer. This Mortgage constitutes a direct and valid first
lien on such Mortgaged Property, subject only to Permitted
Encumbrances.
(j) There are no obligations which are sold less than
fifteen (15) days apart from the Series 1993 Bonds, are sold
pursuant to the same plan of financing as the Series 1993
Bonds, and are reasonably expected to be paid from
substantially the same source of funds as the Series 1993
Bonds.
(k) No part of the Project reached a degree of
completion which would permit operation at substantially the
level for which it was designed and was, in fact, in operation
at such level before the date of delivery of the Series 1993
Bonds.
(1) Not more than 25 percent of the proceeds of the
Series 1993 Bonds will be used to provide a facility the
primary purpose of which is one of those referred to in
Section 144 (a) (8) (A) of the Code, and no portion of the
proceeds of the Series 1993 Bonds will be used to provide a
facility referred to in Section 144 (a) (8) (B) or Section 147 (e)
of the Code.
(m) The average maturity of the Series 1993 Bonds
(determined as provided in Section 147 (b) of the Code) does
not exceed 120 percent of the average reasonably expected
useful life of the Facilities being financed with the proceeds
of the Series 1993 Bonds (determined as provided in Section
147 (b) of the Code) .
(n) The Borrower has delivered to the Trustee a
certificate of the Borrower or of independent certified public
accountants for the Borrower: (i) identifying the property
financed by the Series 1993 Bonds on an asset-by-asset basis
(by ACRS cost recovery class, if any) and generally describing
the facility or project, (ii) certifying the average maturity
of the Series 1993 Bonds (determined as provided in Section
147 (b) of the Code) , and (iii) certifying the average
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reasonably expected useful life of the facilities being
financed with the proceeds of the Series 1993 Bonds
(determined as provided in Section 147 (b) of the Code) .
Section 2 . 3 . Loan of Series 1993 Bond Proceeds by Issuer.
Concurrently with the execution and delivery hereof, the Issuer is
issuing the Series 1993 Bonds and is lending the proceeds from the
sale thereof to the Borrower by making the deposits and payments
specified in Section 301 of the Indenture. Such loan is being
evidenced by the execution and delivery by the Borrower of the
Series 1993 Note substantially in the form attached hereto as
Exhibit B.
(End of Article II)
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ARTICLE III
Particular Covenants of the Borrower
Section 3 . 1. Consent to Assignments to Trustee. The Borrower
acknowledges and consents to the pledges and assignments of the
Series 1993 Note and the assignment of the Issuer's rights
hereunder to the Trustee pursuant to the Indenture and agrees that
the Trustee may enforce the rights, remedies and privileges granted
to the Issuer hereunder other than the rights of the Issuer to
decline to accept Additional Notes as set forth in Section 6. 1 and
6. 3 hereof, to receive payments under Section 3 . 14 and 3 . 19 hereof
and to execute and deliver supplements and amendments to this Loan
Agreement pursuant to Section 8. 1 hereof. Other than as set forth
above the Series 1993 Note may not be assigned without the prior
written consent of the Borrower.
Section 3 . 2 . Payment of Principal, Premium and Interest;
Payments Pledged. The Borrower will duly and punctually pay the
principal of, premium, if any, and interest on the Notes at the
rates and the places and in the manner mentioned in the Notes and
in this Loan Agreement according to the true intent and meaning
thereof and hereof.
The Borrower covenants and agrees with and for the express
benefit of the Issuer, the Trustee and the holders of the Bonds
that all payments pursuant hereto and to the Notes shall be made by
the Borrower on or before the date the same become due, and the
Borrower shall perform all of its other obligations, covenants and
agreements hereunder, to the extent permitted by law, without
notice or demand (except as provided herein) , and without
abatement, deduction, reduction, diminution, waiver, abrogation,
set-off, counterclaim, recoupment, defense or other modification of
any right of termination or cancellation arising from any
circumstance whatsoever, whether now existing or hereafter arising,
and regardless of any act of God, contingency, event or cause
whatsoever, and irrespective (without limitation) of whether the
Mortgaged Property or any part thereof is defective or nonexistent,
or whether the Borrower's revenues are sufficient to make such
payments, and notwithstanding any damage to, or loss, theft or
destruction of, the Mortgaged Property or any part thereof,
expiration of this Mortgage, any failure of consideration or
frustration of purpose, the taking by eminent domain or otherwise
of title to or of the right of temporary use of, all or any part of
the Mortgaged Property, legal curtailment of the Borrower's use
thereof, or whether with or without the approval of the Issuer, any
change in the tax or other laws of the United States of America,
the State of Indiana, or any political subdivision of either
thereof, any change in the Issuer's legal organization or status,
or any default of the Issuer hereunder, and regardless of the
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invalidity of any portion of this Mortgage; and, to the extent
permitted by law the Borrower hereby waives the provisions of any
statute or other law now or hereafter in effect impairing or
conflicting with any of its obligations, covenants or agreements
under this Mortgage or which releases or purports to release the
Borrower therefrom. Nothing in this Mortgage shall be construed as
a waiver by the Borrower of any rights or claims the Borrower may
have against the Issuer under this Mortgage or otherwise, but any
recovery upon such rights and claims shall be had from the Issuer
separately, it being the intent of this Mortgage that the Borrower
shall be unconditionally and absolutely obligated without right of
set-off or abatement, to perform fully all of its obligations,
agreements and covenants under this Mortgage for the benefit of the
holders of the Bonds.
It is understood and agreed that all payments made by the
Borrower pursuant to Section 3 .2 hereof and the Notes are pledged
to Trustee pursuant to the granting clauses of the Indenture.
Borrower assents to such pledge, and hereby agrees that, as to
Trustee, its obligation to make such payments shall be absolute and
shall not be subject to any defense or any right of set-off,
counterclaim or recoupment arising out of any breach by Issuer of
any obligation to Borrower, whether hereunder or otherwise, or out
of any indebtedness or liability at any time owing to Borrower by
Issuer. Issuer hereby directs Borrower and Borrower hereby agrees
to pay to Trustee at its principal office all said amounts payable
by Borrower pursuant to Section 3 .2 hereof and the Notes.
It is understood and agreed that Borrower shall be obligated
to continue to pay the amounts specified herein and in the Notes
whether or not the Project is damaged, destroyed or taken in
condemnation and that there shall be no abatement of any such
payments and other charges by reason thereof.
Section 3 . 3 . Maintenance of Lien; Recording. The Borrower
will, at its expense, take all necessary action to maintain and
preserve the lien and security interest of this Loan Agreement so
long as any Note is outstanding. The Borrower will, forthwith
after the execution and delivery of this Loan Agreement and
thereafter from time to time, cause this Loan Agreement and any
financing statements in respect thereof to be filed, registered and
recorded in such manner and in such places as may be required by
law in order to publish notice of and fully to protect the lien and
security interest hereof upon, and the title of the Borrower to,
the Mortgaged Property; and from time to time will perform or cause
to be performed any other act as provided by law and will execute
or cause to be executed any and all continuation statements and
further instruments that may be required by the Issuer or Trustee
for such publication and protection. The Borrower will pay or
cause to be paid all filing, registration and recording fees
incident to such filing, registration and recording, and all
expenses incident to the preparation, execution and acknowledgement
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of such instruments of further assurance, and all federal or state
fees and other similar fees, duties, imposts, assessments and
charges arising out of or in connection with the execution and
delivery of this Mortgage and such instruments of further
assurance.
Section 3 .4 . Further Assurances; After-acquired Property.
(a) The Borrower will do, execute, acknowledge and deliver, or
cause to be done, executed, acknowledged and delivered, all such
further acts, deeds, conveyances, mortgages, assignments, transfers
and assurances as the Issuer or Trustee reasonably may require for
the better assuring, conveying, mortgaging, assigning and
confirming unto the Issuer and the Trustee all and singular the
Mortgaged Property as now or hereafter constituted.
(b) All right, title and interest of the Borrower in and to
all improvements, betterments, renewals, substitutions and
replacements of, the Mortgaged Property or any part thereof,
hereafter constructed or acquired by the Borrower immediately upon
such construction or acquisition, without any further mortgaging,
conveyance or assignment, shall become and be part of the Mortgaged
Property and shall be subject to the lien and security interest of
this Loan Agreement as fully and completely and with the same
effect as though now owned by the Borrower, but at any and all
times the Borrower will execute and deliver to the Issuer any and
all such further assurances, mortgages, conveyances or assignments
therefor and other instruments with respect thereto as the Issuer
may reasonably require for the purpose of expressly and
specifically subjecting the same to the lien and security interest
of this Loan Agreement.
Section 3 .5. Financial Statements, Etc. The Borrower
covenants that it will keep proper books of record and account in
which full, true and correct entries will be made of all dealings
or transactions of or in relation to the business and affairs of
the Borrower, in accordance with generally accepted principles of
accounting consistently maintained, and will furnish to the Issuer
and the Trustee, and also to any holder of Bonds (or to the
accountants or agents of such holder) who shall request the same in
writing and who at the time of such request shall hold Bonds in the
aggregate amount of $50, 000 or more, within ninety (90) days after
the last day of each fiscal year of the Borrower, the financial
report of the Borrower for such fiscal year prepared on a review
basis, together with a separate written statement of the Borrower
certifying that the Borrower has no knowledge of any default by the
Borrower in the fulfillment of any of the terms, covenants,
provisions or conditions of this Loan Agreement, or, if the
Borrower shall have knowledge of any such default or defaults, it
shall disclose the same and the nature thereof. Borrower shall
also furnish to the Trustee and the Issuer, and also to any holder
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of Bonds quarterly interim statements prepared by an independent
accounting firm on a compilation basis.
In addition, the Borrower shall furnish such additional
information as the Trustee or any holder of Bonds in aggregate
principal amount of $50, 000 or more may reasonably request
concerning the Borrower in order to enable the Trustee or such
holder to determine whether the covenants, terms and provisions of
this Loan Agreement have been complied with by the Borrower and for
that purpose all pertinent financial books, documents and vouchers
relating to its business affairs and properties shall at all times
upon reasonable prior written notice during regular business hours
be open to the inspection of such persons or their accountants or
other agents (who may make copies of all or any part thereof) as
shall from time to time be designated and compensated by the
Trustee or such holder of the Bonds, as the case may be.
Without limiting the foregoing, the Borrower will permit the
Trustee and any such holder (or such persons as such holder may
designate) to visit and inspect, at the expense of the Trustee or
such holder, any of the properties of the Borrower and to discuss
the business affairs, finances and accounts of the Borrower with
its officers, agents and independent accountants, and will provide
such further financial information as Trustee or any such holder
may reasonably request, all upon reasonable prior written notice
and at such reasonable times during normal business hours and as
often as the Trustee or such holder may reasonably desire.
Section 3 . 6. Taxes, Charges and Assessments. The Borrower
covenants and agrees, subject to the provisions of Section 3 .9
hereof, to pay or cause to be paid when the same shall become due
or payable:
(a) all taxes and charges on account of the ownership, use or
operation of the Mortgaged Property, including but not limited to
all sales, use, occupation and personal property taxes, all permit
and inspection fees, occupation and license fees and all utility
charges assessed or charged on or against such Mortgaged Property
or on account of the Borrower's use thereof; and
(b) all taxes, assessments and impositions, general and
special, ordinary and extraordinary, of every name and kind, which
shall be taxed, levied, imposed or assessed upon all or any part of
such Mortgaged Property, or the interest of the Borrower therein.
If under applicable law any such tax, charge, fee, rate,
imposition or assessment may at the option of the taxpayer be paid
in installments, the Borrower may exercise such option.
Nothing contained herein shall be deemed to constitute an
admission by the Borrower that the Borrower is liable for any tax,
charge, fee, rate, imposition or assessment.
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Section 3 .7 . Liens. Subject to the provisions of Section 3 .9
hereof, the Borrower will not create or permit to be created or
remain and will, at its cost and expense, promptly discharge all
liens, security interests, encumbrances and charges on the
Mortgaged Property or any part thereof other than Permitted
Encumbrances.
Section 3 .8. Compliance with Orders, Ordinances, Etc. Subject
to the provisions of Section 3 .9 hereof, the Borrower will, at its
sole cost and expense, comply with all present and future laws,
ordinances, orders, decrees, rules, regulations and requirements of
every duly constituted governmental authority, commission and court
and the officers thereof of which it has notice, and the failure to
comply with which would materially and adversely affect the
Mortgaged Property or the use, occupancy or condition thereof.
Section 3 . 9. Permitted Contests. The Borrower shall not be
required to pay any tax, charge or assessment required to be paid
under Section 3 . 6 hereof, nor to remove any lien, security
interest, encumbrance or charge required to be removed under
Section 3 .7 hereof, nor to comply with any law, ordinance, order,
decree, rule, regulation or requirement referred to in Section 3 .8
hereof, so long as the Borrower shall in good faith and at its cost
and expense contest the amount or validity thereof, or take other
appropriate action with respect thereto, in an appropriate manner
or by appropriate proceedings, which shall operate during the
pendency thereof to prevent the collection of or other realization
upon the tax, charge, assessment, lien, security interest or
encumbrance so contested, and the sale, forfeiture or loss of the
Mortgaged Property or any part thereof to satisfy the same;
provided, that no such contest or action shall subject the Issuer
or the Trustee to any liability unless the Borrower properly
indemnifies the Issuer or the Trustee, as the case may be. While
any such matters are pending, the Borrower shall have the right to
pay, remove or cause to be discharged or marked exempt the tax,
charge, assessment, lien, security interest or encumbrance being
contested. Each such contest shall be promptly prosecuted to final
conclusion or settlement, and the Borrower will pay, and save the
Issuer and the Trustee harmless against, all losses, judgments,
decrees and costs (including reasonable attorneys fees and expenses
in connection therewith) and will, promptly after the final
determination or settlement of such contest or action, pay and
discharge the amounts which shall be levied, assessed or imposed or
determined to be payable thereon, together with all penalties,
fines, interests, costs and expenses thereon or in connection
therewith.
Section 3 . 10. Repairs, Maintenance and Alterations. The
Borrower will at its own cost and expense keep the Mortgaged
Property in good repair and order, reasonable wear and tear
excepted, and in as reasonably safe condition as its operation will
permit and will make all necessary repairs thereto, ordinary as
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well as extraordinary and foreseen as well as unforeseen, and all
necessary replacements or renewals thereof.
The Borrower shall have the right from time to time at its own
cost and expense to make additions, alterations and changes
(hereinafter collectively referred to as "alterations") in or to
the Mortgaged Property, subject, however, in all cases to the'
condition that no alteration to the Mortgaged Property be made
which would substantially impair the utility or market value
thereof, without in each case the prior written consent of the
Trustee thereto.
Section 3 . 11. Borrower Duties Under Indenture. The Borrower
agrees to perform all matters provided by the Indenture to be
performed by the Borrower and to comply with all provisions of the
Indenture applicable to the Borrower.
Section 3 . 12. Insurance. The Borrower shall maintain the
following insurance at its sole cost and expense:
(a) Insurance against loss and/or damage to the Mortgaged
Property under a policy or policies covering such risks as are
ordinarily insured against by similar companies, but in any event
including fire, lightning, windstorm, hail, explosion, riot, riot
attending a strike, civil commotion, damage from aircraft, smoke
and uniform standard extended coverage and vandalism and malicious
mischief endorsements, limited only as may be provided in the
standard form of such endorsements at the time in use in the State
of Indiana. Such insurance shall be for the lesser of (i) the full
insurable value of such Mortgaged Property, or (ii) the optional
redemption price of all Notes outstanding, but any such policy may
have a deductible amount of not more than $50, 000. No policy of
insurance shall be so written that the proceeds thereof will
produce less than the minimum coverage required by the preceding
sentence, by reason of co-insurance provisions or otherwise,
without the prior consent thereto in writing by the Trustee. The
term "full insurable value" shall mean the actual replacement cost
of such Mortgaged Property and shall be determined from time to
time at the request of the Trustee, but not more frequently than
once every five years, by an architect, contractor, appraiser or
appraisal company or one of the insurers, in any case, selected and
paid for by the Borrower and approved by the Trustee.
(b) Comprehensive general public liability insurance for
injuries to persons and/or property, in limits not less than, and
with deductibles not greater than, that customarily carried by
companies similarly situated, and as is acceptable to the Trustee.
(c) Workmen's compensation insurance respecting all employees
of the Borrower in such amount as is customarily carried by like
organizations engaged in like activities of comparable size and
liability exposure.
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Each policy of insurance obtained pursuant hereto shall (i) be
issued by one or more recognized, financially sound and responsible
insurance companies qualified or authorized under the laws of the
State of Indiana to assume the risks covered by such policy, (ii)
name the Trustee, the Borrower and the Issuer as assureds, as their
respective interests may appear, and (iii) provide that such policy
shall not be cancelled without at least 10 days prior written
notice to each assured named therein. With respect to the
insurance required by subsection (a) above, the policy or policies
shall provide that whenever the Net Proceeds resulting from a claim
exceed $50, 000, such Net Proceeds shall be payable to the Trustee,
and if such Net Proceeds are equal to or less than $50,000, such
Net Proceeds shall be payable directly to the Borrower. As to the
insurance required by subsections (b) and (c) above, the Net
Proceeds shall be payable directly to the Borrower.
Upon the delivery of this Loan Agreement and thereafter not
less than 10 days prior to the expiration dates of any policies,
certificates, binders, or other evidence of insurance satisfactory
to the Trustee given by the respective insurers of the policies
provided for in subparagraphs (a) through (c) shall be delivered by
the Borrower to the Trustee. If requested in writing by the
Trustee, the Borrower shall furnish the Trustee with the schedule
of premium payment dates and receipted bills or other evidence
satisfactory to the Trustee of the payment when due of all premiums
for all policies of insurance at any time required to be maintained
hereunder. Upon reasonable prior written notice the Borrower will
permit the Trustee to visit the offices of the Borrower and inspect
the Borrower' s insurance records including all policies of
insurance maintained pursuant to this Section and to make copies of
all or any part thereof.
Any of the foregoing insurance maintained by the Borrower
pursuant hereto may be evidenced by one or more blanket insurance
policies covering such Mortgaged Property and other property or
assets of the Borrower, provided that any such policy shall specify
that portion of the total coverage of such policy that is allocated
to such Mortgaged Property and shall in all other respects comply
with the requirements of this Section.
Section 3 . 13 . Trustee's Right to Perform Borrower' s
Covenants; Advances. In the event the Borrower shall fail to (i)
perform any covenant contained in Section 3 . 6 hereof, (ii) remove
any lien, security interest, encumbrance or charge pursuant to
Section 3 .7 hereof, (iii) maintain the Mortgaged Property in repair
pursuant to Section 3 . 10 hereof, (iv) procure the insurance
required by Section 3 . 12 hereof, or (v) fail to make any other
payment or perform any other act required to be performed
hereunder, then and in each such case (unless the same is being
contested or other appropriate action is being taken with respect
thereto pursuant to Section 3 .9 hereof) , the Trustee, upon not less
than 15 days prior written notice to the Borrower, may (but shall
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not be obligated to) remedy such default for the account of the
Borrower and make advances for that purpose from the Construction
Fund or the Bond Fund, as the case may be. No such performance or
advance shall operate to release the Borrower from any such
default, and any sums so advanced by the Trustee shall be repayable
by the Borrower on demand and shall bear interest at two percent
(2%) above the National Prime Rate, adjusted monthly on the first
day of the month, from the date of the advance until paid.
Section 3 . 14. Indemnity. To the extent permitted by law, the
Borrower will pay, and protect, indemnify and save the Issuer and
the Trustee harmless from and against, all liabilities, losses,
damages, costs, expenses (including attorneys' fees and expenses of
the Issuer and the Trustee) , causes of actions, suits, claims,
demands and judgments of any nature arising from:
(1) any injury to or death of any person or damage to
property resulting from or connected with the use, non-use or
condition of the Facilities or Mortgaged Property or a part
thereof;
(2) violation of any agreement or condition of this Loan
Agreement or the Indenture, except by the Issuer or the
Trustee;
(3) violation of any contract or agreement by the
Borrower relating to the Mortgaged Property;
(4) violation of any law, ordinance or regulation
arising out of the ownership or use of the Mortgaged Property
or a part thereof;
(5) the acquisition and construction of the Facilities
or the failure to acquire or construct the Facilities; and
(6) any statement or information concerning the Borrower
or Mortgaged Property, contained in any statement or
prospectus furnished to purchasers of any Bonds, that is
untrue or incorrect in any material respect, and any omission
from any such statement or prospectus of any statement or
information which should be contained therein for the purpose
for which the same is to be used or which is necessary to make
statements therein concerning the Borrower or its directors,
officers and employees not misleading in any material respect.
Furthermore, no covenant or agreement contained in this
Agreement, the Bonds or the Indenture shall be deemed to be a
covenant or agreement of any member of the Commission or of
the legislative body of the Issuer or of any officer or
employee of the Issuer or its legislative body in his or her
individual capacity, and neither the members of the Commission
or the legislative body of the Issuer nor any officer or
employee of the Issuer executing the Bonds shall be liable
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personally on the Bonds or be subject to any personal
liability or accountability by reason of the issuance of the
Bonds.
The foregoing shall not be construed to prohibit the Borrower
from pursuing its remedies against either the Issuer or the Trustee
for damages to the Borrower resulting from personal injury or
property damage caused by the negligent or willful acts of either
the Issuer or the Trustee.
Section 3 . 15. Issuance of Substitute Notes. Upon the
surrender of any Note, the Borrower will execute and deliver to the
holder thereof a new Note dated the date of the Note being
surrendered but with appropriate notations thereon to reflect
payments of principal and interest thereon; provided, however, that
there shall never be outstanding at any one time more than one Note
of any one series.
Section 3 . 16. Payment of Expenses of Issuance of Series 1993
Bonds. The Borrower agrees to be liable for and pay for any
recording expenses, Trustee's acceptance fees, escrow and title
insurance costs, reasonable legal fees, printing expenses and other
fees and expenses incurred or to be incurred by or on behalf of the
Issuer and the Trustee in connection with or as an incident to the
issuance and sale of the Series 1993 Bonds. Pursuant to Sections
301 and 403 of the Indenture, the Issuer has authorized the use of
certain proceeds of the Series 1993 Bonds to defray the Borrower's
obligations under this Section.
Section 3 . 17 . Funding of Indenture Funds; Investments;
Arbitrage Certificates. The Issuer shall direct the Trustee to
deposit and pay the proceeds from the sale of the Series 1993 Bonds
in the manner specified in Article III of the Indenture.
The Borrower and the Issuer agree that all moneys in any Fund
established by the Indenture may, at the written direction of the
Borrower, be invested in Qualified Investments, provided, however,
that any securities purchased pursuant to this Section shall mature
or be redeemable on a date or dates prior to the time when, in the
judgment of the Borrower, such funds so invested will be required
for expenditure, except to the extent any supplemental indenture
between the Issuer and the Trustee may regulate the investment of
such funds or any additional funds created by such supplemental
indenture.
The Trustee is hereby authorized to trade with itself in the
purchase and sale of securities for such investments. The Trustee
shall not be liable or responsible for any loss resulting from any
such investment. All such investments shall be held by or under
the control of the Trustee and any income resulting therefrom shall
be applied in the manner specified in the Indenture. If at any
time two (2) or more Notes having the same installment payment
-22-
dates are outstanding, any such income designated for application
to the payment of the installments of the Notes shall be ratably
applied and credited to such installments in proportion to the
amounts thereof.
The Issuer and the Borrower covenant that they will not, and
will not cause the Trustee to, make any investment or do any other
act or thing during the period that any Bonds are outstanding under
the Indenture which would cause any of the Bonds to become or be
classified as arbitrage bonds or federally guaranteed obligations
within the meaning of Sections 148 and 149 (b) , respectively, of the
Code and the regulations thereunder now or hereafter proposed or
published in the Federal Register or as promulgated in final form.
It is further understood and agreed that the Trustee shall not be
required at any time to make any such investment or to do any such
act.
Section 3 . 18. Other Amounts Payable by the Borrower. The
Borrower agrees to pay directly to the Trustee from time to time as
long as there are Bonds outstanding (i) an amount equal to the
annual fee of the Trustee for the ordinary services of the Trustee,
as trustee, rendered and its ordinary expenses, including
reasonable attorney' s fees, incurred under the Indenture, as and
when the same becomes due, (ii) the reasonable fees, charges and
expenses of the Trustee, as Bond Registrar and paying agent, and
any other paying agent on the Bonds for acting as paying agent as
provided in the Indenture, as and when the same become due, (iii)
the reasonable fees, charges and expenses of the Trustee for the
necessary extraordinary services rendered by it and extraordinary
expenses incurred by it under the Indenture, as and when the same
become due. Notwithstanding anything in this Section 3 . 18 to the
contrary, the Borrower may, without creating an event of default as
herein defined, contest in good faith the necessity for any such
services, fees, charges or expenses of the Issuer or the Trustee.
Section 3 . 19. Credits on Notes. Notwithstanding any
provision contained in this Loan Agreement or in the Indenture to
the contrary, in addition to any credits on the Notes resulting
from the payment or prepayment thereof from other sources:
(a) any moneys deposited by the Trustee in the Bond Fund for
payment on the Notes shall be credited against the obligation of
the Borrower to pay the principal of, premium, if any, and interest
on, the Notes as the same become due; and
(b) the principal amount of Bonds of any series and maturity
acquired or prepaid in whole or in part by the Borrower and
delivered to the Trustee, or acquired or prepaid in whole or in
part by the Trustee and cancelled, shall be credited against the
obligation of the Borrower to pay the principal of the Note
evidencing the loan made by the Issuer with the proceeds of the
sale of Bonds of such series maturity on the and maturity.
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Section 3 . 20. Completion of Project. (a) Borrower agrees
that:
(i) It will make, execute, acknowledge and deliver any
contracts, orders, receipts, writings and instructions with
any other persons, firms or corporations and in general do all
things which may be requisite or proper, all for acquiring,
installing and completing the Project, to the extent permitted
by law.
(ii) It will cause the Facilities to be acquired,
constructed and installed.
(iii) It will, upon completion of the acquisition,
construction and installation of the Facilities, furnish to the
Trustee final lien waivers from all contractors or suppliers
who have furnished material or labor for the Project.
Borrower agrees to acquire, install and construct the
Facilities with all reasonable dispatch; and to use its best efforts
to cause the Project to be completed by 1 or as
soon thereafter as may be practicable, delays incident to force
majeure only excepted; but if for any reason such acquisition,
installation and construction is not completed by said date there
shall be no resulting liability on the part of Borrower and no
diminution in or postponement of the payments required to be paid by
Borrower under this Loan Agreement or the Series 1993 Note.
In the event the moneys in the Construction Fund (including
moneys from the proceeds of any Additional Bonds sold to finance
completion of the Project) should not be sufficient to pay in full
the costs to be paid therefrom, the Borrower agrees, for the benefit
of the Issuer and in order to fulfill the purposes of the Act, to
complete the acquisition, installation and construction of the
Project and to pay that portion of the costs therefor as may be in
excess of the moneys available therefor in the Construction Fund.
The Issuer does not make any warranty, either express or implied,
that the moneys, which will be paid into the Construction Fund and
which under the provisions of this Loan Agreement will be available
for payment of the costs of the acquisition, installation and
construction of the Project, will be sufficient to pay all the costs
which will be incurred in that connection. The Borrower agrees that
if after exhaustion of the moneys in the Construction Fund the
Borrower should pay pursuant hereto any portion of the said costs of
the acquisition, installation and construction, it shall not be
entitled to any reimbursement therefor from the Issuer, the Trustee
or the holders of any of the Bonds, nor shall it be entitled to any
diminution in or abatement or postponement of the amounts payable
hereunder or under the Series 1993 Note.
(b) Issuer has, in the Indenture, authorized and directed
Trustee to make payments from the Construction Fund to pay the Costs
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of Construction, or to reimburse Borrower for any Costs of
Construction paid by it. At the time of each payment, evidence of
the title shall be continued down to such time for possible liens or
objections intervening between the date of the delivery of the Bonds
and the date of such payment. Borrower agrees to direct such
requisitions to the Trustee as may be necessary to effect payments
out of the Construction Fund in accordance with this Section 3 .20.
(c) The Completion Date shall be evidenced to Trustee and
Issuer by a certificate signed by an authorized representative of
Borrower stating that, except for amounts retained by Trustee at
Borrower' s direction for any Costs of Construction not then due and
payable or being contested in good faith, (i) acquisition and
construction of the Project has been completed and any and all
labor, services, materials and supplies used in such acquisition,
installation and equipping have been paid for, (ii) all other
facilities necessary in connection with the Project have been
constructed, acquired and installed and all costs and expenses
incurred in connection therewith have been paid. Notwithstanding
the foregoing, such certificate shall state that it is given without
prejudice to any rights against third parties which exist at the
date of such certificate or which may subsequently come into being.
Upon receipt of such certificate, Trustee shall in accordance with
Section 403 of the Indenture transfer all moneys then in the
Construction Fund to a special escrow account within the Bond Fund,
except any amount retained as aforesaid by Trustee for any Costs of
Construction, provided that at least 95% of the amount actually
expended has been expended on land or property of a character
subject to the allowance for depreciation under the Code. Trustee,
as directed by Borrower, shall use any amount transferred to the
Bond Fund from the original Loan (together with interest thereon,
limited as provided in the Internal Revenue Service Rev. Proc. 79-5
at 26 CFR 601.201 and any subsequent amendments, modifications or
replacements thereof) to pay principal of, or redeem Series 1993
Bonds, or upon receipt of an opinion from Bond Counsel to the effect
that such use would not cause interest on the Bonds to become
taxable, for any other use so approved by said Bond Counsel.
Section 3 . 21. Sale and Release of Mortgaged Property. Except
for Permitted Encumbrances and as herein specifically provided in
this Section or in Section 3 .22 or otherwise, the Borrower will not
sell or transfer or otherwise dispose of all or any part of the
Mortgaged Property.
The Borrower may at any time request the Issuer to enter into
an amendment to this Loan Agreement for the purpose of effecting the
release from this mortgage of any portion of the Mortgaged Property
which constitutes equipment and is not necessary to the Borrower's
business operations and the release of which will not adversely
affect the ability of the Borrower to operate and maintain the
remaining Mortgaged Property as provided in this Loan Agreement.
The Issuer will execute the amendment but the amendment shall not
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become effective until the following items have been submitted to
the Trustee:
(a) A copy of the said amendment as executed;
(b) A certificate of the Borrower approving said
amendment and stating that the Borrower is not in default under
any of the provisions of this Loan Agreement;
(c) A certificate of Borrower dated not more than sixty
(60) days prior to the date of the release, stating that the
part of such Mortgaged Property proposed to be released is not
required for the Borrower's business operations;
(d) Either (1) a deposit of an amount of money equal to
the value of such Mortgaged Property as determined by an
appraisal furnished to the Trustee and prepared by an appraiser
satisfactory to the Trustee, which amount shall be placed by
the Trustee in the Bond Fund; or (2) the Borrower may, in said
amendment, subject to the lien of this Loan Agreement equipment
of equivalent value and utility to the equipment to be
released, the value of such equipment to be determined by an
appraisal furnished to the Trustee and prepared by an appraiser
satisfactory to the Trustee;
(e) An opinion of Counsel stating that in his opinion all
of the legal requirements necessary for such release have been
met.
If all of the conditions of this Section are met, the Trustee
shall release any such part of the Mortgaged Property from the
Indenture. No release effected under the provisions of this Section
shall, except to the extent provided in subsection (d) hereof,
entitle the Borrower to any abatement or diminution of the payments
to be made hereunder.
Section 3 .22 . Substitution of Mortgaged Property. The
Borrower may from time to time substitute Mortgaged Property which
constitutes equipment if the Mortgaged Property so substituted shall
be of equivalent value and utility to that replaced. Any such
substituted equipment shall be identified in writing by the Borrower
to the Trustee and shall become a part of the Mortgaged Property and
be included under the terms of this Loan Agreement, and the
equipment for which substitution has been made shall become the
property of the Borrower free and clear of any claims of the Issuer,
the Trustee or the Bondholders therein or thereto.
Section 3 .23 . Right of Access to the Facilities. Borrower
agrees that the Issuer, the Trustee and their or either of their
duly authorized agents shall have the right at all reasonable times
during business hours, subject to Borrower's safety and security
-26-
requirements, to enter upon and examine and inspect the Facilities
without interference or prejudice to the Borrower's operation.
Borrower further agrees that the Issuer and its duly authorized
agents shall have such rights of access to the Facilities as may be
reasonably necessary to cause to be completed the acquisition and
installation provided for in Section 3 .20 hereof, and thereafter for
the proper maintenance of the Facilities, in the event of failure by
Borrower to perform its obligations under Section 3 . 10 hereof.
Section 3 . 24. Tax Exempt Status of Bonds. The Borrower
further covenants that it will not take, or fail to take, any action
which action or failure will cause the interest on the Bonds to
become subject to federal income taxes pursuant to the provisions of
Section 103 of the Code so long as any of the Bonds are outstanding
under the Indenture; provided, that Borrower shall not have violated
this covenant if the interest on any of the Bonds becomes taxable to
a person who is a substantial user of the Project or a related
person pursuant to the provisions of Section 147 (a) of the Code, or
taxed by virtue of the alternative minimum tax or any section of the
Code other than Section 103 .
Section 3 .25. Financial Covenants. The Borrower covenants and
agrees that so long as any of the Bonds are outstanding it shall:
(a) pay all trade accounts due in accordance with
industry standards; and
(b) not mortgage, sell, pledge or otherwise dispose of
any of its business assets except as provided herein or in the
normal course of business.
Section 3 .26. Information Report. The Borrower covenants and
agrees that it will cooperate with the Issuer in preparing and
submitting the information report required under Section 149 (e) of
the Code concerning the Series 1993 Bonds.
Section 3 . 27. Regulation U. The Borrower covenants and agrees
that from and after the date hereof and so long as any amount
remains unpaid on account of any Bond, it will not without the prior
written approval of the Trustee, apply, directly or indirectly, any
part of the Net Proceeds for the purpose, whether immediate,
incidental or ultimate, of purchasing or carrying any "margin
security" as defined in Regulation U of the Board of Governors of
the Federal Reserve System (Title 12, Part 221, Code of Federal
Regulations, as amended) , or for the purpose of reducing or retiring
any indebtedness which was originally incurred for any such purpose.
(End of Article III)
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ARTICLE IV
Damage, Condemnation, and Loss of Title
Section 4. 1. Damage. The Borrower agrees to notify the
Trustee immediately (a) in the case of damage estimated to exceed
$50,000 in amount to the Mortgaged Property resulting from fire or
other casualty, or (b) upon obtaining knowledge of the institution
of any proceedings for the condemnation or taking of the Mortgaged
Property or any portion thereof for public or quasi-public use. In
the event any such damage or condemnation is estimated to not exceed
$50, 000, the Borrower will forthwith repair or replace such
Mortgaged Property to substantially the same condition as it existed
prior to the event causing such damage or condemnation or to a
condition of at least equal utility and value and will apply the Net
Proceeds of any insurance or condemnation award relating to such
damage or condemnation received by the Borrower to the payment or
reimbursement of the costs of such repair or replacement. So long as
the Borrower is not in default hereunder, the Net Proceeds of any
insurance or condemnation award relating to such damage or
condemnation shall be paid over to the Borrower upon its Written
Request therefor.
In the event any such damage or condemnation shall be estimated
to exceed $50, 000 in amount, the Borrower shall within 90 days after
the receipt of the Net Proceeds of any insurance or condemnation
award relating to such damage or condemnation elect one of the
following two options by written notice of such election to the
Trustee:
(a) Option A - Repair or Replacement. The Borrower may elect
to repair such Mortgaged Property or it may elect to replace the
same with property substantially equal in value to the property
destroyed, damaged or condemned. In such event the Borrower shall
proceed forthwith to repair such Mortgaged Property to substantially
the same condition as it existed prior to the event causing such
damage, destruction or condemnation or to a condition of at least
equal utility and value, or to replace the same, and will apply the
Net Proceeds of any insurance or condemnation award relating to such
damage, destruction or condemnation received by the Borrower to the
payment or reimbursement of the costs of such repair or replacement.
So long as the Borrower is not in default hereunder, any Net
Proceeds of insurance relating to such damage received by the
Trustee shall be released from time to time by the Trustee to the
Borrower upon the receipt of the Written Request of the Borrower
specifying the expenditures made or to be made or the indebtedness
incurred in connection with such repair or replacement and stating
that such Net Proceeds, together with any other moneys legally
available for such purposes, will be sufficient to complete such
repair or replacement; and
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In the event the Borrower shall elect this Option A, the
Borrower shall complete the repair or replacement of such Mortgaged
Property, whether or not the Net Proceeds of insurance or
condemnation award received by the Borrower for such purposes are
sufficient to pay for the same.
(b) Option B - Prepayment of Notes. The Borrower may elect to
have the Net Proceeds payable as a result of such damage or
condemnation applied to the prepayment of the Notes; provided,
however, that the Borrower may elect to prepay less than all the
Notes only if (i) the property damaged or condemned is not essential
to the Borrower's use or occupancy of the Mortgaged Property; or
(ii) the Mortgaged Property has been restored to a condition
substantially equivalent to its condition prior to such damage; or
(iii) suitable improvements or equipment of substantially equal
utility value have been acquired for the Borrower' s operations at
the Mortgaged Property. Whenever the Borrower elects to prepay
Notes under this option, the Borrower shall, in its notice of
election to the Trustee, direct the Trustee to apply such Net
Proceeds, when an as received, to the prepayment of Notes in the
manner specified in Section 5. 2 hereof.
Section 4 .2 . Other Provisions with Respect to Net Proceeds.
The Net Proceeds of any insurance or condemnation award in excess of
$50, 000 received by the Trustee or the Borrower shall be deposited
in a special trust account and invested or reinvested in Qualified
Investments subject to the Borrower's right to receive the same
pursuant to Section 4. 1(a) hereof. Any such Net Proceeds not so paid
to the Borrower shall be applied to the prepayment of the Notes in
the manner specified in Section 5. 2 hereof.
Section 4.3 . Insufficiency of Net Proceeds. If the Net
Proceeds are insufficient to pay in full the cost of any repair or
replacement referred to in Section 4. 1 hereof, Borrower will
nonetheless complete the work and will pay any cost in excess of the
amount of the Net Proceeds held by the Trustee.
(End of Article IV)
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ARTICLE V
Prepayment of Notes
Section 5. 1. Prepayment Generally. Prepayment of the Series
1993 Note may be made to the extent and in the manner expressly
permitted by this Loan Agreement.
Section 5.2 . Optional Prepayments. Borrower shall have and is
hereby granted the option to prepay, on any date, subject to the
requirements of Section 5.4 of this Loan Agreement, the whole amount
payable or any portion of the amount payable under this Loan
Agreement and the Series 1993 Note prior to the expiration of the
Loan Agreement and prior to full payment of the Bonds (or prior to
making provision for payment thereof in accordance with the
Indenture) by paying to the Trustee such amount plus accrued
interest to prepayment date, plus a premium if such prepayment is
prepaid at any time during the period prior to December 15 of the
years indicated below but after the end of the preceding period:
Premium as Percentage of
Year Principal Amount Prepaid
1994 4%
1995 3%
1996 2%
1997 1%
1998 and thereafter 0%
Section 5. 3 . Additional Interest Upon Event of Taxability.
(a) If an Event of Taxability occurs, then the Borrower
shall furnish to Issuer for payment to the Series 1993 Bondholders
the following amounts:
(i) from the date of taxability (such date being the
date as of which interest on the Series 1993 Bonds is determined to
be taxable) , an amount equal to the difference between (A) the
interest that would have been payable had such interest payments
been calculated at the Taxable Rate and (B) the actual amount of
such interest payments, plus
(ii) the amount of penalties, additions to tax,
exclusive of any taxes imposed under Section 11 (or any successor
provision) of the Code, and interest assessed against the
Bondholders due to the inclusion of such additional interest
payments in the Bondholders' gross income for federal income tax
purposes ("Additions to Tax") that are deductible by the Bondholders
for federal income tax purposes, plus
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(iii) an amount, which after the deduction of all
federal, state, or local taxes required to be paid by the
Bondholders in respect of the receipt thereof (calculated at the
maximum statutory rates applicable to the Bondholders) minus any tax
benefit derived therefrom, shall be equal to the amount of any
Additions to Tax that are not deductible by the Bondholders for
Federal income tax purposes.
The obligations of the Issuer, Bondholders and Borrower under this
subsection (a) and subsection (b) below shall survive termination of
this Agreement, payment of the Series 1993 Bonds, redemption of the
Series 1993 Bond, and any purchase of the Series 1993 Bonds by or on
behalf of the Borrower.
(b) If the Issuer shall have made any payments to the
Bondholder by reason of subsection (a) of this Section and if any
Bondholder shall successfully claim for the taxable year in question
that all or any part of the interest on the Bonds for such taxable
year is excluded from the Bondholder's gross income for federal
income tax purposes (for this purpose a claim shall be successful
only upon expiration of the statute of limitations provided by
Section 6501 or any successor provision of the Code with respect to
such taxable year) , then such Bondholder shall pay to the Issuer for
repayment to the Borrower the lesser of an amount equal to such
payment with respect to such taxable year in question made by the
Borrower, or the amount of the claim allowed, plus interest
recovered by the Bondholder on the claim allowed.
(c) After the occurrence of an Event of Taxability and
until payment in full of the Series 1993 Note and the Series 1993
Bonds, interest will accrue and be payable on the Series 1993 Note
and the Series 1993 Bonds at the Taxable Rate.
Section 5.4 . Notice of Prepayment. The Borrower shall give
the Trustee not less than thirty (30) days nor more than sixty (60)
days prior written notice of any prepayment of the Notes which
notice shall designate the date of prepayment and the amount thereof
and direct the redemption of Bonds of the series and in the amounts
corresponding to the Note or Notes to be prepaid; provided, however,
that the Borrower shall have the right to rescind any election to
prepay any Note or installment thereof prior to the time that the
Trustee gives notice of the redemption of the Bonds to be redeemed
from such prepayment. Such notice may be contained in any notice of
election given pursuant to Section 4. 1 hereof.
(End of Article V)
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ARTICLE VI
Additional Notes
Section 6. 1. Issuance of Additional Notes. So long as no
event of default (as defined in Section 7. 1 hereof) has occurred and
is continuing, the Borrower from time to time may, with the consent
of the Issuer, issue and sell to the Issuer (but only to the Issuer)
one or more Notes pursuant to this Loan Agreement in addition to the
Series 1993 Note (herein referred to as "Additional Notes") .
Additional Notes may be issued for one or more of the following
purposes (and for the purpose of securing funds deemed necessary to
establish reserves therefor, to allow for capitalized interest, and
to pay the expenses of the issuance thereof) :
(a) obtaining funds to redeem any outstanding Note if such
Note is then redeemable;
(b) obtaining funds for the advance refunding of any
outstanding Note, regardless of whether such Note is redeemable at
such time;
(c) financing the cost or estimated cost of completing the
Project or of acquiring or constructing additions to the Project.
Any Additional Note shall (i) be issued only in connection with
the issuance of Additional Bonds, (ii) be lettered to correspond
with the series of Additional Bonds the proceeds of which are being
used to make the loan to the Borrower evidenced by such Additional
Note, (iii) be substantially in the form of the Series 1993 Note
attached hereto as Exhibit B (with appropriate variations or
insertions) , (iv) be pledged and assigned by the Issuer to the
Trustee as security for a corresponding series of Additional Bonds
concurrently issued and sold under the Indenture, (v) be issued in
the same principal amount as such corresponding series of Additional
Bonds, (vi) be issued with the same final maturity date as such
corresponding series of Additional Bonds, (vii) be issued with the
same rate or rates of interest payable at the same time or times as
such corresponding series of Additional Bonds, and (viii) require
payments of installments of principal in the same amounts and at the
same time as any payments of principal of such corresponding series
of Additional Bonds.
Additional Notes shall be authorized by a supplement to this
Loan Agreement. Upon the issuance and sale of any Additional Notes
the same shall, together with any other Note then outstanding, be
equally and ratably secured by the lien of this Loan Agreement on
the Mortgaged Property.
It is the intent hereof that the rights and remedies of the
holders of the Notes be equal and pari passu and nothing contained
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herein or in any supplement to this Mortgage shall be deemed to give
the holders of any Notes any rights or remedies superior or inferior
to the rights and remedies of the holder or holders of any other
Notes; provided, however, that in the event of any disagreement
between the Trustee and the holder or holders of or any trustee
acting for their benefit concerning the remedies to be pursued in
the event of a default, the Trustee under the Indenture shall have
the right to direct the remedies to be pursued.
Section 6.2 . Conditions to Issuance of. Additional Notes. Prior
to the issuance and sale of any Additional Note, and as a condition
precedent thereto, the following documents and showings shall be
executed and delivered to the Trustee:
(a) If an Additional Note is being issued, a supplement to this
Loan Agreement, executed by the Borrower and the Issuer, specifying
the principal amount, rate of interest, maturity, terms of optional
prepayment, if any, and form of such Additional Note and a
supplement to the Indenture, executed by the Issuer and the Trustee,
creating the Additional Bonds being issued and sold to finance the
purchase of such Additional Note, specifying the terms thereof,
pledging and assigning such Additional Note as security therefor and
providing for the disposition of the proceeds of the sale thereof.
(b) A certificate executed by the Borrower stating that no
event of default (as defined in Section 7 . 1 hereof with respect to
Additional Notes) has occurred and is continuing and that no event
has occurred and is continuing which, with the lapse of time or
giving of notice, or both, would constitute such an event of
default.
(c) An opinion of Bond Counsel stating that such Additional
Notes have been issued in accordance with the terms and conditions
of this Loan Agreement, and that such issuance will have no adverse
affect on the tax-free nature for Federal income tax purposes of the
interest on any Bonds outstanding.
(d) Such other certificates and opinions of counsel as the
Trustee may reasonably request.
Section 6.3 . Issuer Not Obligated to Accept Additional Notes.
Nothing contained in this Mortgage shall be interpreted as creating
any obligation on the part of the Issuer to make any loan to the
Borrower nor to accept any Additional Note evidencing any such loan,
it being the intent hereof to reserve to the Issuer full and
complete discretion to decline any such loan; provided, however,
that if the Borrower meets and complies with all the conditions and
requirements set out in this Article VI, the Issuer shall cooperate
fully with the Borrower to procure the financing and shall use its
best efforts to make such financing available through Additional
Notes issued in accordance with the terms hereof.
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Section 6.4 . Limitation on Notes. No Notes may be issued
hereunder except for the Series 1993 Note, the Additional Notes and
Notes issued in exchange therefor pursuant to Section 3 . 15 hereof.
(End of Article VI)
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ARTICLE VII
Events of Default and Remedies Therefor
Section 7. 1. Events of Default. The occurrence and
continuance of any of the following events shall constitute an
"event of default" hereunder:
(a) failure of the Borrower to pay any installment of interest
or principal, or any premium, on the Notes within five (5) days of
when the same shall become due and payable, whether at maturity, or
any installment payment date, or upon any date fixed for prepayment
or by acceleration or otherwise (provided that failure to pay any
additional interest or other amounts accrued on the Series 1993 Note
as described in Section 5. 3 (a) hereof shall not constitute an event
of default until 60 days after the Borrower has received notice of
the Event of Taxability) ; or
(b) failure of the Borrower to perform any other covenant,
condition or provision hereof and to remedy such default within 30
days after notice thereof from the Trustee to the Borrower, unless
the nature of the default is such that it cannot be remedied within
the 30-day period, the Borrower institutes corrective action within
the 30-day period, and the Borrower diligently pursues such action
until the default is remedied; or
(c) if any representation or warranty made by the Borrower in
any statement or certificate furnished to the Issuer or the Trustee
or the purchaser of any Bonds in connection with the sale of any
Bonds or furnished by the Borrower pursuant hereto proves untrue in
any material respect as of the date of the issuance or making
thereof and shall not be made good within 60 days after notice
thereof to the Borrower by the Trustee; or
(d) any judgment, writ or warrant of attachment or of any
similar process in any amount in excess of $50, 000 shall be entered
or filed against the Borrower or against any of its property and
remains unvacated, unpaid, unbonded, unstayed, uncontested or
unappealed in good faith for a period of 60 days after notice
thereof to the Borrower; or
(e) if the Borrower or either Noel. H. Yarger or G. Toms Yarger
admits insolvency or bankruptcy or inability to pay debts as they
mature, or makes an assignment for the benefit of creditors or
applies for or consents to the appointment of a trustee or receiver
for the Borrower, or for the major part of their property; or
(f) if a trustee or receiver is appointed for the Borrower or
for the major part of its property and is not discharged within 10
days after such appointment; or
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(g) if bankruptcy, reorganization, arrangement, insolvency or
liquidation proceedings, or other proceedings for relief under any
bankruptcy law or similar law for the relief of debtors are
instituted by or against the Borrower or either Noel H.Yarger or G.
Toms Yarger (other than bankruptcy proceedings instituted by the
Borrower against third parties) , and if instituted against the
Borrower or either Noel H. Yarger or G. Toms Yarger and are allowed
against the Borrower or either Noel H. Yarger or G. Toms Yarger or
are consented to or are not dismissed, stayed or otherwise nullified
within 10 days after such institution; or
(h) any event of default occurs under the 1986 Loan Agreement.
During the occurrence and continuance of any event of default
hereunder, the Trustee, as assignee of the Issuer pursuant to the
Indenture, shall, to the extent permitted by law, have the following
rights and remedies, in addition to any other remedies herein or by
law provided:
I. Remedies Under Uniform Commercial Code. In addition to any
other remedies provided for hereby or by law, the Trustee shall have
the rights of a secured party and the Borrower shall have the rights
of a debtor under the Uniform Commercial Code of Indiana, codified
at Indiana Code 26-1 (or any successor code or statute) , with
respect to the Mortgaged Property upon the occurrence and
continuance of an event of default hereunder, as defined in this
Section 7. 1.
II. Right to Bring Suit, Etc. The Trustee may in its
discretion proceed to protect and enforce its rights by a suit or
suits in equity or at law, whether for damages or for the specific
performance of any covenant or agreement contained in the Notes,
this Loan Agreement or in aid of the execution of any power herein
granted, or for any foreclosure hereunder, or for the enforcement of
any other appropriate legal or equitable remedy, as the Trustee
shall deem most effectual to protect and enforce any of its rights
or duties hereunder; provided, however that all costs incurred by
the Trustee and the Issuer under this Article shall be paid to the
Trustee or the Issuer, as the case may be, by the Borrower on
demand.
III. Acceleration of Series 1993 Note. The Trustee may
declare the unpaid indebtedness on the Series 1993 Note and under
this Loan Agreement to be due and payable immediately, if
concurrently or prior to such declaration, the unpaid principal
amount of the Series 1993 Bonds shall have been declared due and
payable, and upon such declaration the same shall become immediately
due and payable.
Section 7 .2. Foreclosure and Sale of Mortgaged Property.
During occurrence and continuance of an event of default the Trustee
in its discretion may, to the extent permitted by law, sell to the
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highest bidder all or any part of the Mortgaged Property and all
right, title, interest, claim and demand therein, and the right of
redemption thereof, in one lot as an entirety, or in separate lots,
as the Trustee may elect, and in one sale or in any number of
separate sales held at one time or any number of times, which such
sale or lease shall be made at public auction at such place in the
county in which the Mortgaged Property to be sold is situated and at
such time and upon such terms as may be fixed by the Trustee and
briefly specified in the notice of such sale or sales. Any sale by
the Trustee may nevertheless, at its option, be made at such other
place or places, and in such other manner, as may now or hereafter
be authorized bylaw.
Section 7 . 3 . Sale a Bar. To the extent permitted by law, any
sale or sales pursuant to Section 7.2 hereof shall operate to divest
all estate, right, title, interest, claim or demand whatsoever,
whether at law or in equity, of the Borrower, in and to the
premises, property, privileges and rights so sold, and shall be a
perpetual bar both at law and in equity against the Borrower, its
successors and assigns, and against any and all persons claiming or
who may claim the same, or any part thereof, from, through or under
the Borrower, its successors or assigns.
Section 7.4. Receipt Sufficient Discharge for Purchaser. The
receipt of the Trustee or of the court officer conducting any such
sale for the purchase money paid at any such sale shall be a
sufficient discharge therefor to any purchaser of the property, or
any part thereof, sold as aforesaid; and no such purchaser or his
representatives, grantees or assigns, after paying such purchase
money and receiving such a receipt, shall be bound to see to the
application of such purchase money upon or for the purpose of this
Loan Agreement, or shall be answerable in any manner whatsoever for
any loss, misapplication or non-application of any such purchase
money or any part thereof, nor shall any such purchaser be bound to
inquire as to the necessity or expediency of any such sale.
Section 7 .5. Sale to Accelerate Notes. In the event of any
sale pursuant to Section 7.2 hereof, the principal of the Notes, if
not previously due, immediately thereupon shall become due and
payable, anything in the Notes or this Loan Agreement or the 1986
Loan Agreement to the contrary notwithstanding.
Section 7. 6. Application of Proceeds of Sales. The purchase
money proceeds or avails of any such sale, together with any other
sums which then may be held by the Trustee under this Loan Agreement
as part of the Mortgaged Property or the proceeds thereof, whether
under the provisions of this Article or otherwise, shall be paid to
the Trustee who shall apply such funds as follows:
FIRST: To the payment of the costs and expenses of such
sale, including reasonable compensation to the Issuer or the
Trustee, its or their agents, attorneys and counsel, and the
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expenses of any judicial proceedings wherein the same may be
made, and of all expenses, liabilities and advances made or
incurred by the Issuer or the Trustee as permitted by this Loan
Agreement, together with interest on all advances made by the
Trustee at two percent (2%) above the National Prime Rate,
adjusted monthly on the first day of the month, and to the
payment of all taxes, assessments or liens prior to the lien of
this Loan Agreement, except any taxes, assessments, liens, or
other charges, subject to which the property shall have been
sold.
SECOND: To the payment of the whole amount then due,
owing and unpaid upon the Notes for principal, interest and
premium, if any; and in case such proceeds shall be
insufficient to pay in full the whole amount so due, owing or
unpaid upon the Notes, then ratably according to the aggregate
of such principal and the accrued and unpaid interest and
premium, if any, without preference or priority as between
principal, interest or premium; such application to be made
upon presentation of the Notes and the notation thereon of the
payment, if partially paid, or the surrender and cancellation
thereof, if fully paid.
THIRD: To the payment of any other sums required to be
paid by the Borrower pursuant to any provisions of this Loan
Agreement or of the Notes.
FOURTH: To the payment of the surplus, if any, to the
Borrower or its successors or assigns, upon the written request
of the Borrower or to whomsoever may be lawfully entitled to
receive the same upon its written request, or as any court of
competent jurisdiction may direct.
Section 7 .7. Payment of Defaulted Amounts on Demand of
Trustee. In case the Borrower shall:
(a) fail to pay any installment of interest on the Notes when
and as the same shall become due and payable, as therein and herein
expressed; or
(b) fail to pay the principal of the Notes, when and as the
same shall become due and payable, whether at maturity, on any
installment payment date, or upon designation for prepayment or by
declaration, or upon a sale as in Section 7 .5 hereof provided, or
otherwise;
then upon written demand of the Trustee, the Borrower will pay to
the Trustee the whole amount which then shall have become due and
payable on the Notes for interest or principal or both, as the case
may be, and in addition thereto such further amount as shall be
sufficient to cover the cost and expenses of collection, including
a reasonable compensation to the Trustee, its agents, attorneys and
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counsel, and any expenses or liabilities incurred by the Trustee
hereunder.
Section 7.8. Trustee May Enforce Demand. In case the Borrower
shall have failed to pay such principal and interest and other
amounts upon demand, the Trustee, in its own name, may institute
such actions or proceedings at law or in equity for the collection
of the amounts so due and unpaid and may prosecute any such action
or proceedings to judgment or final decree, and may enforce any such
judgment or final decree against the Borrower and collect the moneys
adjudged or decreed to be payable out of the property of the
Borrower wherever situated, in the manner provided by law.
The Trustee shall, if permitted by law, be entitled to recover
judgment as aforesaid either before or after or during the pendency
of any proceedings for the enforcement of the lien of this Loan
Agreement; and, to the extent permitted by law, the right of the
Trustee to recover such judgment shall not be affected by any entry
or sale hereunder or by the exercise of any other right, power or
remedy for the enforcement of the provisions of this Loan Agreement
or the foreclosure of the lien hereof; and in case of a sale of the
Mortgaged Property and of the application of the proceeds of sale,
as in Section 7. 6 provided, to the payment of the debt hereby
secured, the Trustee shall be entitled to enforce payment and to
receive all amounts then remaining due and unpaid upon the Notes
then outstanding, and shall be entitled to recover judgment for any
portion of the debt remaining unpaid, with interest.
To the extent permitted by law, no recovery of any judgment by
the Trustee and no levy of an execution under any judgment upon the
Mortgaged Property or upon any other property, shall affect the lien
of this Loan Agreement upon the Mortgaged Property or any part
thereof, or any lien, rights, powers or remedies of the Trustee
hereunder, but such lien, rights, powers or remedies of the Trustee
shall continue unimpaired as before.
Any moneys thus collected by the Trustee under this Section
shall be applied by the Trustee, as follows:
FIRST: To the payment of all advances by the Issuer or
Trustee with interest at the rate of interest equal to two
percent (2%) above the National Prime Rate, adjusted monthly on
the first day of the month, and all expenses and disbursements.
SECOND: To the payment of the amounts then due and
unpaid upon the Notes (whether for principal, interest or
premium) in respect of which such moneys shall have been
collected, ratably and without preference or priority of any
kind, according to the amounts due and payable upon the Notes,
upon presentation of the Notes and the notation thereon of such
payment, if partly paid, and upon surrender thereof, if fully
paid.
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Section 7.9. Trustee Entitled to Appointment of Receiver. The
Borrower further covenants that upon the happening of any event of
default and thereafter during the continuance of such event of
default unless the same shall have been waived as hereinbefore
provided, the Trustee shall be entitled as a matter of right if it
shall so elect, to the extent permitted by law, (i) forthwith and
without declaring the principal of the Notes to be due and payable,
or (ii) after declaring the same to be due and payable, or (iii)
upon the filing of an action to foreclose this Mortgage or to
enforce the specific performance hereof or in aid thereof or upon
the commencement of any other judicial proceeding to enforce any
right of the Trustee, to the appointment of a receiver or receivers
of the Mortgaged Property and of all the earnings, revenues, rents,
issues, profits and income thereof, with such powers as the court
making such appointment shall confer, which may comprise any or all
of the powers which the Trustee, is authorized to exercise by the
provisions of subdivision II of Section 7. 1. The Borrower, if
requested so to do by the Trustee to the extent permitted by law,
will consent to the appointment of any such receiver as aforesaid.
Section 7 . 10. Remedies Cumulative. No remedy herein conferred
upon or reserved to the Trustee is intended to be exclusive of any
other remedy or remedies, and each and every such remedy shall be
cumulative, and shall be in addition to every other remedy given
hereunder or now or hereafter existing at law or in equity or by
statute.
Section 7. 11. Delay or Omission Not a Waiver. No delay or
omission of the Trustee to exercise any right or power accruing upon
any event of default shall impair any such right or power, or shall
be construed to be a waiver of any such event of default or an
acquiescence therein; and every power and remedy given by this Loan
Agreement to the Trustee may be exercised from time to time and as
often as may be deemed expedient by the Trustee.
Section 7 . 12. Waiver of Extension, Appraisement or Stay Laws.
To the extent permitted by law, the Borrower will not during the
continuance of any event of default hereunder insist upon, or plead,
or in any manner whatever claim or take any benefit or advantage of,
any stay or extension law wherever enacted, now or at any time
hereafter in force, which may affect the covenants and terms of
performance of this Loan Agreement; nor claim, take or insist upon
any benefit or advantage of any law now or thereafter in force
providing for the valuation or appraisement of the Mortgaged
Property, or any part thereof, prior to any sale or sales thereof
which may be made pursuant to any provisions herein contained, or
pursuant to the decree, judgment or order of any court of competent
jurisdiction; nor after any such sale or sales, claim or exercise
any right under any statute heretofore or hereafter enacted by the
United States of America or by any state or territory, or otherwise,
to redeem the property so sold or any part thereof; and the Borrower
hereby expressly waives all benefits or advantage of any such law or
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laws and covenants not to hinder, delay or impede the execution of
any power herein granted or delegated to the Trustee, but to suffer
and permit the execution of every power as though no such law or
laws had been made or enacted.
Section 7. 13 . Remedies Subject to Provisions of Law. All
rights, remedies and powers provided by this Article may be
exercised only to the extent that the exercise thereof does not
violate any applicable provision of law in the premises, and all the
provisions of this Article are intended to be subject to all
applicable mandatory provisions of law which may be controlling in
the premises and to be limited to the extent necessary so that they
will not render this Mortgage invalid or unenforceable under the
provisions of any applicable law.
(End of Article VII)
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ARTICLE VIII
Supplements and Amendments to this Loan Agreement
Section 8. 1. Supplements and Amendments to this Loan
Agreement. The Borrower and the Issuer may, with the consent of the
Trustee, from time to time enter into such supplements and
amendments to this Loan Agreement as to them may seem necessary or
desirable to effectuate the purposes or intent hereof, subject to
the provisions of the Indenture.
(End of Article VIII)
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ARTICLE IX
Defeasance
Section 9. 1. Defeasance. If the Borrower shall pay and
discharge or provide, in a manner satisfactory to the Trustee, for
the payment and discharge of the whole amount of the principal of,
premium, if any, and interest on the Notes at the time outstanding,
and shall pay or cause to be paid all other sums payable hereunder,
or shall make arrangements satisfactory to the Trustee for such
payment and discharge, and if provision shall have been made for the
satisfaction and discharge of the Indenture as provided therein,
then and in that case all property, rights and interest hereby
conveyed or assigned or pledged shall revert to the Borrower, and
the estate, right, title and interest of the Trustee therein shall
thereupon cease, terminate and become void; and this Mortgage, and
the covenants of the Borrower contained herein, shall be discharged
and the Trustee in such case on demand of the Borrower and at its
cost and expense, shall execute and deliver to the Borrower a proper
instrument or proper instruments acknowledging the satisfaction and
termination of this Mortgage, and shall convey, assign and transfer
or cause to be conveyed, assigned or transferred, and shall deliver
or cause to be delivered, to the Borrower, all property, including
money, then held by the Trustee together with the Notes marked paid
or cancelled.
(End of Article IX)
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ARTICLE X
Miscellaneous Provisions
Section 10. 1. Agreement Term. This Loan Agreement shall
remain in full force and effect from the date hereof to and
including the date of payment in full of the Notes, or, if said date
is not a Business Day, on the next succeeding Business Day, or, such
earlier date on which the Borrower prepays the amounts due under the
Series 1993 Note pursuant to Article V hereof and under the
Agreement; provided, however, the obligation of the Borrower to pay
additional amounts pursuant to Sections 5. 3 (a) and (b) hereof shall
survive termination of this Agreement.
Section 10.2. Loan Agreement for Benefit of Parties Hereto.
Nothing in this Loan Agreement, express or implied, is intended or
shall be construed to confer upon, or to give to, any person other
than the parties hereto, their successors and assigns and the holder
of the Notes, any right, remedy or claim under or by reason of this
Loan Agreement or any covenant, condition or stipulation hereof; and
the covenants, stipulations and agreements in this Loan Agreement
contained are and shall be for the sole and exclusive benefit of the
parties hereto, their successors and assigns, the Trustee and the
holder of the Notes.
Section 10.3 . Severability. In case any one or more of the
provisions contained in this Loan Agreement or in the Notes shall be
invalid, illegal or unenforceable in any respect, the validity,
legality and enforceability of the remaining provisions contained
herein and therein shall not in any way be affected or impaired
thereby.
Section 10.4 . Limitation on Interest No provisions of this
Loan Agreement or of the Notes shall require the payment or permit
the collection of interest in excess of the maximum permitted by
law. If any excess of interest in such respect is herein or in the
Notes provided for, or shall be adjudicated to be so provided for
herein or in the Notes, neither the Borrower nor its successors or
assigns shall be obligated to pay such interest in excess of the
amount permitted by law, and the right to demand the payment of any
such excess shall be and hereby is waived, and this provision shall
control any provisions of this Loan Agreement and the Notes
inconsistent with this provision.
Section 10.5. Addresses for Notice and Demands. All notices,
demands, certificates or other communications hereunder shall be
sufficiently given and shall be deemed given when mailed by
registered or certified mail, postage prepaid, with proper address
as indicated below. The Issuer, the Company, and the Trustee may,
by written notice given by each to the others, designate any address
or addresses to which notices, demands, certificates or other
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communications to them shall be sent when required as contemplated
by this Mortgage. Until otherwise provided by the respective
parties, all notices, demands, certificates and communications to
each of them shall be addressed as follows:
To the Borrower: G. Toms Yarger
916 Riverside Drive
South Bend, Indiana 46616
To the Issuer: City of South Bend, Indiana
Fourth Floor
County-City Building
South Bend, Indiana 46601
Attention: City Clerk
To the Trustee: 1st Source Bank
100 North Michigan
South Bend, Indiana 46601
Attention: Trust Department
Section 10. 6. Successors and Assigns. Whenever in this Loan
Agreement any of the parties hereto is named or referred to, the
successors and assigns of such party shall be deemed to be included
and all the covenants, promises and agreements in this Loan
Agreement contained by or on behalf of the Borrower, or by or on
behalf of the Issuer, shall bind and inure to the benefit of the
respective successors and assigns, whether so expressed or not.
Section 10.7. Counterparts. This Loan Agreement is being
executed in any number of counterparts, each of which is an original
and all of which are identical. Each counterpart of this Loan
Agreement is to be deemed an original hereof and all counterparts
collectively are to be deemed but one instrument.
Section 10.8. Governing Law. It is the intention of the
parties hereto that this Loan Agreement and the rights and
obligations of the parties hereunder and the Notes and the rights
and obligations of the parties thereunder, shall be governed by and
construed and enforced in accordance with, the laws of Indiana.
(End of Article X)
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IN WITNESS WHEREOF, the Borrower and the Issuer have caused
this Loan Agreement to be executed in their respective names, and
the Issuer has caused its corporate seal to be hereunto affixed and
attested by its duly authorized officers, all as of the date first
above written.
P.A.I. PROPERTIES,
an Indiana partnership
By
Noel H. Yarger, Partner
G. Toms Yarger, Partner
STATE OF INDIANA )
SS:
COUNTY OF ST. JOSEPH )
On this day of December, 1993, before me, a notary public
in and for said county and state, personally appeared Noel H. Yarger
and G. Toms Yarger, to me personally known and known to me to be the
same persons who executed the within and foregoing instrument, and
they acknowledge the execution of said instrument to be their
voluntary act and deed.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal this day of December, 1993 .
(Written Signature)
(Printed Signature)
Notary Public
My commission expires: My county of residence:
(SEAL)
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CITY OF SOUTH BEND
By
Joseph E. Kernan, Mayor
(SEAL)
Attest:
Irene K. Gammon, Clerk
STATE OF INDIANA )
SS:
COUNTY OF ST. JOSEPH )
On this day of December, 1993, before me, a notary
public in and for said county and state, personally appeared Joseph
E. Kernan, to me personally known and known to me to be the same
person who executed the within and foregoing instrument, who, being
by me duly sworn, did depose, acknowledge and say: That he is Mayor
of the City of South Bend (the "Issuer") , the municipal corporation
described in and which executed the foregoing instrument; that he
knows the seal of said Issuer; that the seal affixed to said
instrument is the seal of said Issuer; that said instrument was
signed and sealed on behalf of said Issuer; and the said Irene K.
Gammon, as the Clerk of the Issuer, acknowledged the execution of
said instrument to be the voluntary act and deed of said Issuer by
it voluntarily executed.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal this day of December, 1993 .
(Written Signature)
(Printed Signature)
Notary Public
My commission expires: My county of residence:
St. Joseph
(SEAL)
This instrument prepared by Mark C. Krcmaric of Barnes & Thornburg,
600 1st Source Bank Center, 100 North Michigan, South Bend, Indiana
46601.
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EXHIBIT A
DESCRIPTION OF PROJECT, MORTGAGED EQUIPMENT AND
REAL ESTATE AND EXCEPTIONS TO TITLE
Project Description:
Equipment Subject to Security Interest:
Description of Mortgaged Real Estate:
Exceptions to Title:
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EXHIBIT B
P.A.I. PROPERTIES
SERIES 1993 NOTE
$450, 000 December , 1993
FOR VALUE RECEIVED, the undersigned, P.A.I. PROPERTIES, an
Indiana partnership, hereby promises to pay, to the order of the
City of South Bend, Indiana, as hereinafter provided, the principal
sum of FOUR HUNDRED FIFTY THOUSAND DOLLARS ($450, 000. 00) , together
with interest from the date hereof (computed on the basis of a 360-
day year, twelve 30-day months) , at the fixed per annum rate of six
and one-half percent (6-1/2%) .
Payment shall be made in 180 equal successive monthly
installments of principal, in the amount of Two Thousand Five
Hundred Dollars ($2, 500. 00) per installment, plus interest on the
unpaid principal balance at the fixed rate of six and one-half
percent (6-1/2%) per annum, in arrears, due and payable monthly on
the same days as principal, commencing on January 15, 1994, and
continuing on the 15th day of each month thereafter to and
including December 15, 2008, on which date all unpaid amounts
hereunder shall be due and payable.
Notwithstanding anything herein to the contrary, if an Event
of Taxability occurs, then the Borrower shall furnish to Issuer for
payment to the Bondholders the following amounts:
(i) from the date of taxability (such date being
the date as of which interest on the Series 1993 Bonds is
determined to be taxable) , an amount equal to the difference
between (A) the interest that would have been payable had such
interest payments been calculated at the Taxable Rate and (B) the
actual amount of such interest payments, plus
(ii) the amount of penalties, additions to tax,
exclusive of any taxes imposed under Section 11 (or any successor
provision) of the Code, and interest assessed against the
Bondholders due to the inclusion of such additional interest
payments in the Bondholders' gross income for federal income tax
purposes ("Additions to Tax") that are deductible by the
Bondholders for federal income tax purposes, plus
(iii) an amount, which after the deduction of all
federal, state, or local taxes required to be paid by the
Bondholders in respect of the receipt thereof (calculated at the
maximum statutory rates applicable to the Bondholders) minus any
tax benefit derived therefrom, shall be equal to the amount of any
Additions to Tax that are not deductible by the Bondholders for
Federal income tax purposes.
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The obligations of the Borrower to pay such additional amounts due
to an Event of Taxability shall survive termination of the Loan
Agreement, payment of the Series 1993 Bonds, redemption of the
Series 1993 Bond, any purchase of the Series 1993 Bonds by or on
behalf of the Borrower, and payment of all other amounts owing on
this Series 1993 Note.
After the occurrence of an Event of Taxability and until
payment in full of this Series 1993 Note, interest will accrue and
be payable on this Series 1993 Note at the Taxable Rate. The
Taxable Rate is four percent (4%) per annum in excess of the Prime
Rate adjusted quarterly on the first business day of each calendar
quarter.
Payments of both principal and interest are to be endorsed to
the Trustee, and are to be made directly to the Trustee for the
account of the Issuer pursuant to such endorsement. Such
endorsement is to be made as security for the payment of the bonds
of the designated "City of South Bend Economic Development Revenue
Bond (P.A.I. Properties, an Indiana Partnership Project, Series
1993) " issued pursuant to the Indenture (the "Series 1993 Bonds") .
This Note is issued pursuant to the Loan Agreement and is
entitled to the benefits, and is subject to the conditions thereof.
To the extent permitted by law, the obligations of Borrower to make
the payments required hereunder shall be absolute and unconditional
without any defenses or right of setoff, counterclaim or recoupment
by reason of any default by Issuer under the Loan Agreement or
under any other agreement between Borrower and Issuer or out of any
indebtedness or liability at any time owing to the Borrower by the
Issuer or for any other reason.
The Borrower promises to pay interest on any overdue principal
and premium and, to the extent permitted by law, on any overdue
interest, at the rate or rates of interest on the Bonds. Such
principal, premium, if any, and interest are payable at the offices
of the Trustee, or at the offices of any successor trustee under
the Indenture.
This Note is issued under and secured by the Loan Agreement.
As provided in the Loan Agreement, Additional Notes may be issued
and delivered by the Borrower to the Issuer or the purchaser or
purchasers of the Additional Notes, with the consent of the Issuer,
to refund outstanding Notes, or to finance the cost of construction
or acquiring improvements for the Borrower as defined in the Loan
Agreement and such Notes, if issued, together with this Note, shall
be equally and ratably secured by the lien of the Loan Agreement.
Furthermore, this Note ranks on a parity with the Borrower's Series
1986 Note, dated December 15, 1986, in original principal amount of
$722, 000. Reference is hereby made to the Loan Agreement for a
description of the property thereby mortgaged, the nature and
extent of the security for such Notes and the rights of the holder
thereof, the Borrower and the Issuer in respect thereof, and the
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provisions for amending the Loan Agreement, to all of which the
holder hereof, by its acceptance hereof, assents.
The principal of this Note is subject to prepayment by the
Borrower in the manner and as otherwise set forth in the Loan
Agreement, in whole or in part, at a price equal to 100% of the
principal amount hereof to be prepaid plus accrued and unpaid
interest thereon to the date fixed for prepayment, plus a premium
if such prepayment is paid at any time during the period prior to
December 15 of the years indicated below but after the end of the
preceding period:
Premium as Percentage of
Year Principal Amount Prepaid
1994 4%
1995 3%
1996 2%
1997 1%
1998 and thereafter 0%
This Note may not be assigned or endorsed to any party without
the express written consent of the Borrower.
The Borrower hereby unconditionally waives diligence,
presentment, protest, notice of dishonor and notice of default of
the payment of any amount at any time payable to the Issuer under
or in connection with this Note. All amounts payable hereunder are
payable without relief from valuation and appraisement laws.
In any case where the date of payment hereunder shall be in
the Issuer, a Saturday, Sunday or a legal holiday or a day on which
banking institutions are authorized by law to close, then such
payment shall be made on the next succeeding business day with the
same force and effect as if made on the date of payment hereunder.
All terms used in this Note which are defined in the Loan
Agreement shall have the meanings assigned to them in the Loan
Agreement.
IN WITNESS WHEREOF, the Borrower has caused this Note to be
duly executed.
Dated: December , 1993 .
P.A.I. PROPERTIES,
an Indiana general partnership
By
Noel H. Yarger, Partner
G.Toms Yarger, Partner
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ENDORSEMENT
Pay, without recourse, to the Order of 1st Source Bank, as
Trustee under the Trust Indenture dated as of December 1, 1993 , from
the undersigned.
CITY OF SOUTH BEND, INDIANA
By
Joseph E. Kernan, Mayor
(SEAL)
Attest:
Irene K. Gammon, Clerk
MCK02320
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