HomeMy WebLinkAboutApproving Revenue Bonds Ridgedale Nursing HomeORDINANCE No. 5623 -73
Passed by the Common Council of the City of South Bend, Indiana
DECEMBER 17,
IRENE K. GAMMON
73
Presented by me to the Mayor of the City of South Bend,
DECEMBER 18
Approved and signed by
73
Clerk
of Common Council
City Clerk
IRENE K. GAMMON
ORDINANCE NO. SG -Z 3- 2
AN ORDINANCE APPROVING THE FORM AND TERMS OF LEASE AND TRUST
INDENTURE AND ECONOMIC DEVELOPMENT REVENUE BONDS, AND AUTHOR-
IZING THE EXECUTION THEREOF PERTAINING TO RIDGEDALE NURSING
HOME
WHEREAS, the Common Council of the City of South Bend, Indiana,
heretofore has created the South Bend Development Commission, hereinafter
referred to as "Commission ", pursuant to the provisions of the Municipal
Economic Development Act of 1965, as amended, supplemented or added to, in-
cluding but not limited to the amendments, supplements, or additions of IC-
1973, 18- 6 -4.5, or any other amendments, supplements, or additions thereto,
hereinafter referred to as the "Act "; and
WHEREAS, Ridgedale Nursing Home has filed an application with the
Commission to finance the addition to an existing facility which will consti-
tute economic development facilities resulting in a substantial number of
new jobs as well as other benefits; and
WHEREAS, in connection therewith the Commission has prepared and
placed on file a report containing the subject matter as specified in Section
16 of IC -1973, 18 -6 -4.5 and has forwarded copies thereof to the Chairman of
the Area Plan Commission and to the Superintendent of the School Corporation
in the area of which the facilities will be located, and has timely received
favorable reports from each of them; and
WHEREAS, the Commission held a public hearing on the proposed finan-
cing of such facilities on November 9, 1973, after giving the required notice
as provided for in section 17 of IC -1973, 18- 6 -4.5; and
WHEREAS, on the 17th day of December, 1973, this Common Council of
the City of South Bend, Indiana, adopted a resolution pursuant to which such
financing of such facilities for Ridgedale Nursing Home, under the Act, was
approved after a finding that such proposed financing for such entity would
be of benefit to the health or welfare of the City of South Bend, Indiana.
NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City
of South Bend, Indiana, that:
Section 1. The form and terms of the Lease and Trust Indenture
and Economic Development Revenue Bonds pertaining to Ridgedale Nursing Home
FW N CLERK'S OFRCE NoRm
1st READING
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PUBLIC HEARING
is -/ '2 - 73
2nd READING
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173
NOT APPROVED
REFERRED
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PASSED
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� t Gammon
facilities and the issuance of the Economic Development Bonds pursuant
thereto are hereby approved and adopted.
Section 2. Said forms of Lease and Trust Indenture together
with Economic Development Revenue Bonds which are on file with the Com-
mission are hereby incorporated by reference into this Ordinance, and said
forms shall be inserted into the minutes of the Common Council of the City
of South Bend, Indiana, and shall be kept on file by the City Clerk of
South Bend, Indiana.
Section 3. The Lease and Trust Indenture and Economic Development
Revenue Bonds shall be executed on behalf of the City of South Bend, Indiana,
by the Mayor and City Clerk and sealed with the corporate seal of such City,
but such execution shall not take place until the elapse of twenty (20) days
following the adoption of this Ordinance as provided by law.
Section 4. Said Economic Development Revenue Bonds, payable
solely and only from the revenue derived from such Ridgedale Nursing Home
facilities, may be issued in amounts not to exceed $600,000.00 for a period
of time not to exceed ten (10) years duration from the date of the issuance
of such bonds in accordance with:the terms of said Lease and Trust Indenture
and that such bonds shall be executed on behalf of the City of South Bend,
Indiana, by the Mayor and City Clerk of South Bend, Indiana, and shall be
sealed with the corporate seal of said City.
Section 5. This Ordinance shall be in full force and effect from
and after its passage by the Common Council and approved by the Mayor.
Presented by:
Councilman
Passed and adopted by the Common Council of the City of South Bend,
Indiana, on the / -7 Cet day of YD. _ /,_) , 1973.
Attest:
/ 4t& Z
City Clerk President of Co n it
Presented by me to the Mayor of the City of South Bend, Indiana, on the _L_9�
day of oo o / o.) , 1973, at the hour of _.M.
City Clerk
This ordinance approved nd signed by me on ^the day of
1973, at the hour of e.M. � , �/ 1 A n
Attest: r /� (/„ ��-
City Clerk
CITY OF
SOUTH BEND, INDIANA
ECONOMIC DEVELOPMENT REVENUE BOND
RIDGEDALE NURSING HOME PROJECT
$600,000.00
The City of South Bend, Indiana, a municipal Corporation, organized and existing
by virtue of the laws of the State of Indiana (hereinafter referred to as the
"City "), for value received, hereby promises to pay solely from the special
funds pledged to the payment thereof to the St. Joseph Bank and Trust Company,
South Bend, Indiana, the sum of Six hundred thousand Dollars ($600.000.00)
in such coin or currency of the United States of America as at the time of
payment shall be legal tender for public and private debts, and to pay interest
thereon in like coin or currency from the date thereof at the rate of Seven and
one -half Percent (7.5%) per annum, over a period of ten (10) years, payable
in monthly installments of Seven thousand one hundred twenty -two and 12 /100ths
Dollars ($7,122.12) beginning on July 1, 1974, and on the first day of each
calendar month thereafter until June 1, 1984, on which date the entire balance
of this Revenue Bond or series of Revenue Bonds, shall be due and payable.
From the date of issuance of the said Bond(s) as above set forth until July 1,
1974, there shall be payable only interest on the said Bond(s), which interest
shall be payable on July 1, 1974. Thereafter, payments of principal and interest
on said Bond(s) shall be according to the above - established monthly payment
rate. Said monthly payments represent the monthly amortization of the principal
and interest during the term of said Bond(s). Payments on said Bond(s) and
interest shall be payable at the office of the St. Joseph Bank and Trust Company,
South Bend, Indiana, (hereinafter referred to as the "Trustee ").
This Bond is a duly authorized issue of the City, known as its "Economic Development
Revenue Bond" as provided for by the provisions of I. C. 1971, 18- 6 -4.5, together
with the amendments and supplements thereto. This Revenue Bond is secured
as to principal, premium, if any, and interest, and is regulated by an Indenture
of Trust (hereinafter referred to as the "Indenture ") executed by the City,
the South Bend Development Commission (hereinafter referred to as the "Commission "),
Ridgedale Nursing Home, an Indiana partnership, (hereinafter referred to as
"Lessee "), and the Trustee, dated , 1973. Reference is hereby
made to the Indenture, and all supplemental instruments thereto, for a description
of the property mortgaged and pledged, the nature and extent of the security
granted, and a statement of the terms and conditions upon which this Revenue
Bond is issued and secured, the rights of the holder of this Bond, and of the
Trustee, the rights and obligations of the City, of the Commission, and of
the Lessee, and the indebtedness which is secured thereby.
Anything contained herein to the contrary notwithstanding concerning the maturity
of this Revenue Bond, if the tax exempt status of said Bond under the Federal
Internal Revenue Code should be either lost or rendered ineffective by any
action of the Lessee after the date of this Bond, then said Revenue Bond shall
become immediately due and payable and said Bond shall be redeemed in the then
unpaid principal thereof together with any and all interest accrued to the
date of said accelerated maturity, together with a sum equal to one (1) year's
interest on the then unpaid principal of said Bond. If the said tax exempt
status of said Bond is either lost or destroyed because of actions taken other
than by the Lessee after the date of this Bond, then upon the date of said
loss of the tax exempt status said Bond shall mature and said Bond shall be
called for redemption and shall be redeemed by the payment of the principal
then due together with interest accrued to the date of said redemption.
The City is the owner of the real estate in St. Joseph County, Indiana, on
which the Commission shall construct.an addition to an existing nursing home
facility, (which addition is hereinafter referred to as the "facility ").
The City and the Commission, except as provided in the Indenture and all supplement-
al instruments thereto, will not in any event be liable for the payment of
the principal or the premium, if any, or interest on this Bond, or for the
performance of any pledge, obligation, or agreement of any kind whatsoever,
of the City or the Commission. None of the Bonds, agreements, or obligations
shall be construed or constitute an indebtedness of the City within the meaning
of any constitutional or statutory provision whatsoever. The liability of
the City and /or Commission shall be as described in the Indiana Municipal Economic
Development Act of 1965, together with the amendments and supplements thereto,
and as provided by the Indenture and all supplemental instruments thereto.
No member, Director, or Officer, as such, past, present or future, of the City
and /or the Commission will be personally liable for any act or omission related
to the issuance of this Bond or under any provision of this Bond or the Indenture
or any supplemental instrument thereto. Any and all such personal liability
of every nature, whether in common law or in equity, or by statute or by consti-
tution, or otherwise, of any such Member, Director, or Officer, as such, to
respond by reason of any act of omission on his part, or otherwise, for the
payment for or to the Commission or any receiver thereof, or for or to the
holder of any Bond issued thereunder or otherwise, or to the Trustee, or-any
sum that may remain due and unpaid upon any Bond thereby secured is hereby
expressly waived and released as a condition of and in consideration for the
execution of this Bond and the Indenture.
As provided in and to the extent permitted by the Indenture, and all supplemental
instruments thereto, said Indenture and supplemental instruments may be amended,
altered, modified or supplemented by the City, the Commission, the Trustee
and the Lessee, provided, however, that no modification may affect the reduction
or the extension of the stated time of payment of the principal of this Bond,
or of the interest hereon, or of any premium payable on the redemption hereof,
or change the percentage of bondholders required to annul the declaration of
default, authorize the sale, lease or encumbrance of the real estate or the
facility by the lien of any mortgage, or change the rights and duties of the
Trustee.
This Bond (or series of Bonds) shall mature on or before June 30, 1984. This
Bond (or series of Bonds) may be redeemed in whole or in part at the option
of the City at any time by paying the principal amount due on this Bond (or
on all of the Bonds of the series) with all interest due thereon, up to the
date of redemption.
Notice of redemption shall be given by the City to the Trustee at least Sixty
(60) days prior to the date of redeeming said Bond(s). The Trustee shall notify
the bondholder(s) in writing of the redemption at least Thirty (30) days prior
to the date of redemption. After notice of redemption has been given by the
Trustee and the date of redemption has been met by the paying of the principal
amount of the Bond(s) and the unpaid interest thereon, then after said date
said Bond(s) shall bear no interest. This Bond shall be authenticated by the
certificate of the Trustee endorsed hereunder.
IN WITNESS WHEREOF, the City of South Bend, Indiana, has caused this Bond to
be executed by the Mayor by manual signature and to be attested by the City
Clerk by manual signature, and its corporate seal to be affixed hereto, and
has caused this Bond to be forwarded to the Trustee for authentication on
, 1973.
CITY OF SOUTH BEND, INDIANA
ATTEST: BY:
Irene K. Gammon, City Clerk Jerry J. Miller, Mayor
This Bond is hereby authenticated by the undersigned as Trustee, on , 1973.
ST. JOSEPH BANK AND TRUST COMPANY,
South Bend, Indiana, TRUSTEE
5Z
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L E AS E A G RE E MEN T
THIS LEASE is between the CITY OF SOUTH BEND, INDIANA, a municipal
corporation, and the SOUTH BEND DEVELOPMENT COMMISSION, an agency of the City
of South Bend, Indiana, hereinafter collectively referred to as "Lessor ", and
Ridgedale Nursing Home, hereinafter referred to as "Lessee ". Said Lessor and
Lessee hereby agree as follows:
rMIX"41"Aai
DEFINITIONS AND
SECTION 1. DEFINITIONS. In addition to the words and terms elsewhere defined
in this Lease, the following words and terms as used in this Lease shall have
the following meanings unless the context or use indicates another or different
meaning:
"Act" shall mean the Indiana Statute cited as I.C. 1971, 15- 6 -4.5,
as amended or supplemented from time to time.
"Lessor" shall mean the City of South Bend, Indiana, and the South
Bend Development Commission, both acting pursuant to said Act.
"Lessee" shall mean Ridgedale Nursing Home, an Indiana partnership,
and its successors and assigns, including any surviving, resulting, or transferee
corporation, partnership, or sole proprietorship.
"City" shall mean the City of South Bend, Indiana, a municipal corporation
existing under the laws of the State of Indiana.
"Indenture of Trust" shall mean the Indenture of Trust among the
City, the Commission, the Lessee, and the Trustee.
"Trustee" shall mean the St. Joseph Bank and Trust Company, South
Bend, Indiana, acting in its fiduciary capacity under said Indenture of Trust.
"Commission" shall mean the South Bend Development Commission estab-
lished pursuant to ordinance of the Common Council of South Bend, Indiana.
"Construct" and "construction" includes repair, maintain, renovate,
remodel, rebuild, enlarge, or make major structural improvements on or additions
to existing buildings, as well as to build new improvements on unimproved land.
"Bond" and "Bonds" shall mean the Economic Development Revenue Bonds
of the City issued pursuant to Ordinance No. of the South Bend Common
Council, and the documents approved thereunder, the Act, and the procedure
established by the Act.
"Real Property" shall mean the property described in "Exhibit A ",
attached hereto and made a part hereof, together with all improvements constructed
prior to project financed by the revenue from the sale of the Bonds and existing
thereon on the date of this Lease, and all rights, easements, and appurtenances
therein and thereto, which real property is owned by the City for the use and
benefit of the Commission.
"Facility" shall mean the nursing home structure to be constructed
on the Real Property by the Commission which Facility is an expansion of and
an addition to the Lessee's existing plant which existing plant is a part of
said Real Property.
"Leased Premises" shall mean the Real Property and the Facility to
be constructed on the Real Property together with equipment, furnishings, and
fixtures of the Facility, being more particularly described and defined by
the plans and specifications approved by the parties.
"Lease Term" means the duration of the leasehold estate in the Leased
Premises created by this Lease.
SECTION 2. CONSTRUCTION. The laws of the State of Indiana shall govern the
validity, performance, and enforcement of this Lease. The invalidity or un-
enforceability of any provision of this Lease or any related instrument will
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not affect any other provision. Whenever provision is made for either party
to obtain the consent of the other, such consent will not be unreasonably withheld.
SECTION 3. INCORPORATION BY REFERENCE. Wherever reference is made to other
documents not contained in this Lease the contents of said documents are known
to both parties and the terms thereof are incorporated in this Lease in the
same manner and effect as if the terms and conditions of said documents were
set forth at length herein. The provisions of the Act are incorporated in
this Lease as fully as if set forth herein.
SECTION 4. CAPTIONS. The heading of the articles and sections in this Lease
are for convenience only and do not define, limit, or construe the terms and
conditions herein.
ARTICLE II
PREMISES AND TERM
SECTION 1. LEASED PREMISES. Lessor leases to Lessee and Lessee leases from
Lessor, upon all of the terms and conditions hereafter set forth, the Leased
Premises.
SECTION 2. TERM. The term of this lease shall be ten (10) years commencing
July 1, 1974, and expiring June 30, 1984.
SECTION 3. TITLE. Provided that Lessee is not in default in the performance
of any of the obligations on its part to be performed hereunder and provided
that the Bonds and interest thereunder have been paid in full and retired,
title to the Leased Premises shall pass to Lessee upon the expiration of the
term hereof. Lessor shall thereupon execute and deliver to Lessee a quitclaim
deed in recordable form sufficient to confirm such title in Lessee together
with other appropriate title documents.
ARTICLE III
RENT.
SECTION 1. Lessee shall pay to Lessor and Lessor shall be entitled to receive
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as a base rental for the Leased Premises rent equivalent to the amount payable
by Lessor for interest and principal upon the Bonds issued by Lessor for the
purpose of financing the construction and equipping of the Leased Premises.
Said rent shall be payable in equal monthly installments of Seven thousand one
hundred twenty -two and 12 /100ths Dollars ($7,122.12) payable in advance on
or before the first day of each month during the Lease Term. Regardless of
the completion of the Leased Premises as herein defined, the Lessee shall be
obligated to start rental payments as herein provided for on July 1, 1974.
All taxes, charges, costs, and expenses which Lessee assumes or agrees to pay
hereunder, together with all interest and penalties that may accrue thereon
in the event Lessee fails to pay the same as herein provided, and any and all
other sums which may become due, by reason of any default of Lessee, shall
be deemed to be additional rent and, in the event of non - payment, Lessor shall
have all the rights and remedies herein provided in the case of non - payment
of rent.
SECTION 2. The Lessee expressly covenants that the lease rental payments shall
be paid as provided in this Lease and the Indenture of Trust regardless of
whether or not the Leased Premises are used or useful, or whether any appli-
cable laws, regulations, or standards prevent or prohibit the use of the Leased
Premises.
SECTION 3. Anything contained herein to the contrary notwithstanding concerning
the payment of rent as hereinabove described with reference to the principal
and interest payable by the Lessor on the Bonds and other charges payable by
the Lessee, if the tax exempt status of the said Bonds under the Internal Revenue
Code of 1954, as amended, shall be either lost or rendered ineffective by action
or omission of the Lessee after the execution of the Bonds, then said Bonds
shall be redeemed by the Lessee in the then unpaid principal thereof together
with any and all interest accrued to the date of said accelerated maturity
together with a sum equal to one year's interest on the then unpaid principal
of said Bonds. Further, if the said tax exempt status of the said Bonds is
either lost or destroyed because of action or omission other than by the Lessee
after the execution of the Bonds, then said Bonds shall mature on such event
of loss of tax exempt status and said Bonds shall be called for redemption
and said Bonds shall be redeemed by the Lessee by the payment of the principal
then due together with interest accrued to the date of said redemption.
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ARTICLE IV
REPAIRS AND ALTERATIONS
SECTION 1. REPAIRS. Lessee shall keep the Leased Premises in good order
and repair, in a clean, sanitary, and safe condition, and according to law,
damage by fire or other extraordinary casualty and ordinary wear and tear ex-
cepted. Lessor may enter upon the Leased Premises at reasonable times to deter-
mine if Lessee is complying with the provisions of this section. If Lessee
fails to commence repairs within thirty (30) days after written demand or
adequately to complete such repairs within a reasonable time thereafter, Lessor
may cause such repairs to be made and add the cost thereof to the next month's
rent. The amount to be so added to the rent may not exceed the reasonable value
of the repairs.
SECTION 2. ALTERATIONS. Lessee may not make alterations or additions to the
Leased Premises or enter any contract therefor for a sum in excess of six (6)
months' rent without submitting the plans and specifications for the alterations
or additions to Lessor and obtaining Lessor's written consent thereto. Lesser
alterations or additions may be made without Lessor's consent. All alterations
or additions to the Leased Premises shall be at the expense of Lessee, and the
Leased Premises and the Lessor shall be held free and harmless from any liability
with respect thereto.
ARTICLE V
INDEMNITY, INSURANCE AND TAXES
SECTION 1. INDMUTY. Lessee shall indemnify and save Lessor and the Leased
Premises harmless from any and all claims of third parties, damages and ex-
penses arising from or incident to the business conducted by Lessee on or about
the Leased Premises, and from any act or negligence of Lessee, its agents, em-
ployees, contracting invitees, licensees, or other persons entering upon or
performing any ac= relating to the Leased Premises. If any such claim or action
is brought against Lessor, Lessee shall assume the defense thereof. Lessee shall
pay and discharge any mechanics', materialmen's, or other liens against the
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Leased Premises, or Lessor's interest therein, claimed in respect to labor,
services, materials, supplies or equipment furnished or alleged to have been
furnished to the Leased Premises. Lessee may contest any_lien claim upon fur-
nishing Lessor reasonable indemnification for the final payment and discharge
thereof.
SECTION 2. INSURANCE.
(a) At all times during the Lease Term, Lessee shall have and main-
tain in full force and effect policies of insurance issued by companies of
sound and adequate responsibility which policies shall provide the following
insurance coverage, satisfactory to the Lessor:
(1) Fire and Extended Coverage insuring the Leased Premises,
exclusive of excavation, foundations and footings, underground flues, pipes,
drains and other items usually excluded under fire policies, against loss or
damage by fire, lightning, and other perils insured under the form of extended
coverage then available, all in amounts of not less than ninety percent (90 %)
of the full replacement cost thereof. If Lessor and Lessee shall, at any time,
be unable to agree upon the amount of the replacement cost of such property, such
amount shall be determined by a competent appraiser selected by Lessor and ap-
proved by Lessee, and Lessor and Lessee shall share equally the cost of such
appraisal. If Lessor and Lessee cannot agree on an appraiser, he shall be ap-
pointed by the Judge of the St. Joseph Circuit Court.
To the extent not insured by any contractor by a policy which ade-
quately protects the interests of the Lessor, the Lessee, and the holders of
the Bonds, during the period of construction and equipping of the Leased Pre-
mises and during any subsequent construction, the Lessee shall maintain such
fire and extended coverage insurance in the amount set forth in the preceeding
paragraph.
Such policy or policies of insurance shall be acceptable to the Trustee,
and shall contain standard mortgage loss payable clauses, making all losses pay-
able to the Trustee, Lessor, and Lessee as their interests may appear, and shall
be deposited with the Trustee.
Upon the happening of any loss or damage covered by any such policy
or policies from one or more of the causes insured against, the Lessee shall
make due proof of loss containing a power of attorney in favor of the Trustee
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to endorse all drafts drawn for the payment thereof to the order of the Trustee
and to sign receipts therefor, and shall do all things necessary or desirable
to cause the insuring companies to make payment in full directly to the Trustee.
(2) The Lessee shall maintain comprehensive public liability,
including landlord's public liability and automobile liability, insuring against
liabilities for damages arising out of or resulting from the preparation of
the site, the construction, renovation, furnishing and /or equipping of the
Leased Premises, and from the management and operation thereof, with an aggregate
liability limit of at least One Million Dollars ($1,000,000.00) for injury
to or death of one or more persons in any one occurrence, and of at least One
hundred thousand Dollars ($100,000.00) for property damage resulting from any
one occurrence. Additionally, standard products liability insurance shall
be maintained by the Lessee, insuring against liability with respect to the
operation of the business in amount not less than One Million Dollars ($1,000,000.).
(b) In the case of any default by the Lessee in fulfilling its covenants
with respect to maintaining such liability, such fire and extended coverage,
and such other customary insurance policies, the Trustee may, at its option,
affect any such insurance in the name of the Lessee and /or in the name of the
Trustee, and all money paid by the Trustee as premiums for such insurance shall
be repaid to it by the Lessee upon demand, and if not so repaid shall be secured
by the lien of any mortgage placed upon the Leased Premises in priority to
the indebtedness evidenced by the Bonds issued hereunder.
(c) Lessor, Lessee, and the Trustee shall be named as insured par-
ties in all policies of insurance, and Lessee shall deliver to Lessor and the
Trustee certificates of insurance with respect to such policies, and certifi-
cates of all renewal and replacement policies, not later than ten (10) days
prior to the expiration dates thereof. All such policies of insurance shall,
to the extent reasonably obtainable, have included therein a provision that
the policy may not be cancelled or materially changed without at least ten
(10) days prior written notice to the Lessor and to the Trustee.
SECTION 3. TAXES. Lessee shall pay all taxes and assessments on the Real
Property and the Leased Premises imposed by any state, county, or local govern-
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,
ment during the term before delinquency. Taxes during the first lease year
shall be prorated as of the commencement date of this Lease and taxes payable
for the last lease year shall be prorated to the date of expiration or termina-
tion. Lessee may contest the validity of any tax or assessment upon furnishing
the Lessor reasonable indemnification for the final payment and discharge thereof.
Lessee shall bear the expense of any proceeding initiated for this purpose, but
the Lessor shall, at Lessee's request, permit itself to be named as a party.
Taxes payable by Lessee will not include income taxes imposed upon
the income of Lessor, taxes of a general nature applicable to Lessor's various
interests or sources of income, inheritance or estate taxes, or any other taxes
of a like nature which may become a lien upon the Leased Premises or any inter-
est therein, or taxes on any existing improvements which are removed from the
Leased Premises.
ARTICLE VI
DAMAGE BY FIRE OR OTHER CASUALTY
SECTION 1. DAMAGE BY INSURED RISK. If the Leased Premises should be partially
or totally destroyed by fire or other casualty insurable under standard fire
and extended coverage insurance so as to become partially or totally untenant-
able, they shall, except as hereafter provided, be repaired as speedily as pos-
sible at Lessee's expense, in the manner provided in respect to the original
construction.
If the.damage or destruction render the Leased Premises untenantable
during the Lease Term, Lessee may terminate this Lease by giving Lessor notice
within ninety (90) days after the occurrence and paying to Lessor the interest
Lessee has in any such insurance proceeds, provided that (1) said sum shall pay
off any outstanding balance due and payable under the Bonds or other encumbrance
which is a lien against the Leased Premises and which the Lessee has agreed to
pay under this Lease and (2) if the sum is insufficient to pay off said Bonds,
the Lessee shall provide the necessary sj^ to pay off such Bonds and the accrued
interest thereon.
SECTION 2. DAMAGE BY UNINSURED RISK. If the Leased Premises should be parti-
ally or totally destroyed by anything other than a casualty insurable under
standard fire and extended coverage insurance, Lessee may terminate by giving
Lessor notice at any time within ninety (90) days after the occurrence, provided-
it then discharges any outstanding balance due and payable under the Bonds or
other encumbrance which is a lien against the Leased Premises and which Lessee
has agreed to pay under this Lease, the Bonds, or the Indenture of Trust. If
the sum is insufficient to pay off said Bonds, the Lessee shall provide the nec-
essary sum to pay off said Bonds and the accrued interest thereon.
ARTICLE VII
EMINENT DOMAIN
The term "eminent domain" shall include the exercise of any similar
governmental power, whether by a public agency or a private corporation, and
any compensation or purchase price in lieu of condemnation shall require the
consent of Lessor and Lessee. The phrase "date of taking" means the date the
order adjudicating public use becomes final.
If the whole of the Real Property and the Leased Premises is taken
under the power of eminent domain, the Lease Term shall cease as of the date
of taking. If such portion of the Leased Premises be taken that the balance
is thereby, in the bonafide and reasonable judgment of Lessee, rendered unsuit-
able for Lessee's purposes, Lessee may at its option upon thirty (30) days'
notice to Lessor terminate this lease if Lessee's notice is given within one
hundred fifty (150) days before the date of taking.
Damages awarded either for a taking of the whole of the Real Prop-
erty and the Leased Premises, or for a taking of a part of the Real Property
and the Leased Premises, if Lessee elects to exercise its option to terminate,
shall be paid as follows: (a) Interest and accrued principal on the Bonds and
any mortgage or other valid encumbrance which is a lien against the Real Prop-
erty and the Leased Premises shall be paid; (b) Lessor shall receive any part
of the award then remaining attributable to the Real Property and the Leased
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,
Premises, reduced by any mortgage or other valid encumbrance which is a lien
on the Leased Premises or Real Property not required to be paid by Lessee under
this Lease; (c) Lessee shall receive any portion of the award then remaining,
attributable to a diminution in the value of its leasehold interest; and (d)
Lessee and Lessor shall apportion between them any part of the award then re-
maining attributable to the improvements, Lessee receiving the portion of such
award that the unexpired term of the Lease bears to the entire Lease Term and
Lessor receiving the balance. If the award is insufficient to pay off the
said Bonds, the Lessee shall provide the necessary sum to pay off said Bonds
and the accrued interest thereon to the date of taking.
If less than all of the Real Property and the Leased Premises are
taken under the power of eminent domain, and Lessee does not elect to exercise
its option to terminate, the award so made shall be applied on the redemption of
the said Bonds, together with accrued interest thereon. Thereafter, the unpaid
principal of the Bonds together with interest thereon shall be amortized over
the remaining Lease Term and shall be due as rental thereafter as provided for
in the Lease.
If the Lease is terminated pursuant to this Article VII, Lessor or
Trustee shall refund the proportionate part of any advance rental paid for any
period beyond termination date.
ARTICLE VIII
ASSIGNMENT AND SUBLETTING
Lessee may assign or sublet its interest in this Lease or any part
thereof without securing Lessor's or Trustee's consent. No assignment or
subletting however, will relieve Lessee or its successors in interest from lia-
bility for the performance of its obligations under the Bonds, the Indenture of
Trust, and this Lease except by written consent of the Lessor, the Trustee, and
at least fifth- -one percent (51 %) of the .-.olders of the Bonds.
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ARTICLE IX
1?MrWnTFQ
SECTION 1. DEFAULT. Lessor may terminate this Lease upon the happening of
any one of the following events: (a) failure of Lessee to pay an installment
of rent when due within fifteen (15) days after notice; (b) failure of Lessee
to perform any other covenant of this Lease within thirty (30) days after notice;
(c) failure of Lessee to comply with the terms of the Indenture of Trust or
any mortgage on the Leased Premises and, in the event of default, to reinstate
the mortgage within thirty (30) days after notice from the Trustee.
SECTION 2. RE- ENTRY. Upon the termination of this Lease by reason of Lessee's.
default, Lessee shall remain liable for the lease rentals and other charges to
be paid by Lessee under this Lease and shall be required to pay such sums as
are necessary to redeem the Bonds and the accrued interest thereon in full
together with said other charges, and said Lessee shall hold the Lessor harm-
less in respect thereto.
SECTION 3. ADVANCES. In the event of any breach hereof by Lessee, which
Lessee fails to cure within thirty (30) days after notice, Lessor may cure
such breach for the account and at the expense of Lessee. Any sum or sums
so paid by Lessor, with interest thereon at the rate of ten percent (10 %)
per annum from date of payment, shall be deemed to be additional rent here-
under and shall be due from Lessee to Lessor immediately upon payment of
Lessor.
SECTION 4. RIGHTS AND REMEDIES CUMULATIVE. The various rights and remedies
accorded to or reserved by either party are not exclusive of any other right
or remedy. Failure to insist upon strict performance on one occasion may not
be deemed a waiver of the right to require strict performance on another.
ARTICLE X
OPTION TO TERMINATE
This Lease may cancelled and terminated by Lessee upon payment by Lessee
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_ P
of the principal remaining under the terms of the Bonds and any mortgage en-
cumbering the Leased Premises made by Lessor, together with accrued interest,
and the giving of written notice by Lessee to Lessor and Trustee of its intention
so to terminate not less than sixty (60) days prior to the date of actual ter-
mination. In the event Lessee terminates this Lease as provided in this
Article, Lessor shall execute and deliver a quitclaim deed in recordable form
conveying the Leased Premises to Lessee, together with such other title documents
as may be appropriate therefor, including all documents to be executed by the
Trustee under provisions of the Indenture of Trust. Additionally, the Lessee
may prepay a part of the outstanding principal amount at any time prior to the
date of maturity without payment of any premium or penalty, and the then remain-
ing principal amount plus interest will be amortized over the then remaining
lease term.
ARTICLE RI
MISCELLANEOUS
SECTION 1. UTILITIES. Lessee shall pay all charges for utility services
used on the Leased Premises.
SECTION 2
NOTICES. All notices under this Lease shall be in writing and
delivered in person or sent.by registered or certified mail to Lessor at
the County -City Building, South Bend, Indiana, 46601., and to Lessee at the
Leased Premises, or to such other place as either party may designate in writing.
SECTION 3. SUCCESSORS IN INTEREST. Subject to the provisions pertaining
to assignment and subletting, the obligations of this Lease shall be binding
upon and inure to the benefit of the successors and assigns of the parties.
SECTION 4. QUIET ENJOYMENT. Lessor covenants and warrants that Lessee shall
have quiet and undisputed possession of the Leased Premises so long as it
faithfully performs its obligations under this Lease and the Indenture of Trust.
SECTION 5. ATTO &\TEYS' FEES AND COSTS. If suit is brought for the claimed
breach of any covenant of this Lease, the successful party in such litigation
shall be entitle= recover reasonable attorney's fees to be fixed by the
Court and all costs of s•�it, together with all other damages to which such
party may be entitled.
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,
SECTION 6. TRUSTEE AND BONDHOLDERS. The Trustee and the holders of the Bonds
are beneficiaries of this Lease.
SECTION 7. APPROVALS AND PERMITS. The Lessee shall obtain and maintain any
and all approvals and permits required for the project to be funded from the
proceeds of the sale of the Bonds and for the management and the operation
of the Facility.
IN WITNESS WHEREOF, this Lease has been executed by Lessor and Lessee
on , 1973, in St. Joseph County, Indiana.
SOUTH BEND DEVELOPMENT CITY OF SOUTH BEND, Indiana, a municipal
COMMISSION, Lessor corporation, Lessor
Karl G. King, Jr., President
and by
Peter J. Nemeth, Vice President Irene K. Gammon, City Clerk
ter A. Mucha, Secretary
RIDGEDALE NURSING HOME, an Indiana
partnership, Lessee
By
Attest:
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Exhibit A
Legal Description
Ridgedale Nursing Home Project
A tract of land in the Southwest Quarter of Section 33, Township 38
North, Range 2 East, City of South Bend, St. Joseph County, Indiana,
more particularly described as follows:
Commencing at a brass plug at the center of said Section 33; thence
South 90 degrees 00 minutes 00 seconds West on and along the North
line of said Southwest Quarter of said Section 33 a distance of
1,205.66 feet to a concrete monument on the West line of a 75 foot
public street; thence South 00 degrees 29 minutes 21 seconds East
on and along the West line of said 75 foot public street, a distance
of 1,184.18 feet to an iron at the point of beginning; thence continuing
South 00 degrees 29 minutes 21 seconds East on and along said West line
of said 75 foot public street a distance of 240.35 feet to an iron;
thence North 88 degrees 52 minutes 34 seconds West a distance of 362.90
feet to an iron; thence North 00 degrees 29 minutes 21 seconds West
a distance of 237.00 feet to an iron; thence North 89 degrees 30 minutes
39 seconds East a distance of 362 feet to the place of beginning, said
tract being Lot Numbered 28 of the Airport Industrial Park, Phase II.
INDENTURE OF TRUST
THIS INDENTURE entered into at St. Joseph County, Indiana, this
day of , 1973, between the CITY OF SOUTH BEND, INDIANA,
a municipal corporation organized under the laws of the State of Indiana,
hereinafter referred to as "City ", the SOUTH BEND DEVELOPMENT COMMISSION,
a statutory commission acting for and in behalf of.the City of South Bend,
Indiana, hereinafter referred to as "Commission ", Ridgedale Nursing Home,
hereinafter referred to as "Lessee ", and the St. Joseph Bank and Trust Company,
a financial institution with principal offices located in South Bend, Indiana,
hereinafter referred to as "Trustee ".
W I T N E S S E T H:
WHEREAS, The City has full power and is duly authorized by law
to issue and sell its obligations for the statutory purposes of the economic
development of the City of South Bend, Indiana; and
WHEREAS, The City of South Bend, Indiana, is the owner of certain
Real Property described in "Exhibit A" attached hereto and made a part hereof,
and the Commission will construct or renovate on such Real Property and lease
an addition to the nursing home facility; and
WHEREAS, The City and the Commission are authorized by law and
deem it necessary to borrow money for the purpose of constructing or renovating
such facility, and to that end the City is duly authorized and has been empowered
by the Common Council of the City to issue its bonds to be issued in one
form of bond or a series of bonds; and
WHEREAS, The Lessee and the City and the Commission have deemed
it necessary and advisable to pledge and mortgage the Real Property, to pledge
and mortgage the facilities to be constructed or renovated thereon, to pledge
and mortgage the equipment, furnishings, and fixtures of the facilities,
and to pledge and mortgage the Lessee's leasehold estate to secure the Bond
issued hereunder; and
WHEREAS, The City and the Commission have determined to have issued
an Economic Development Revenue Bond in a sum not to exceed Six hundred thousand
Dollars ($600,000.00); and
WHEREAS, The City and the Commission have determined to enter into
a Lease with the Lessee, and the same is approved as provided by law; and
WHEREAS, The said City, the Commission, the Lessee, and the Trustee
desire to reduce their agreements to writing as to the disposition of funds,
the payment of Bond, the security for the Bond, and the rights and duties
of the parties.
NOW, THEREFORE, in consideration of the premises and in consideration
of the covenants herein contained it is agreed as follows:
ARTICLE I.
Definitions
Section 1.1 In addition to the words and terms elsewhere defined in this
Indenture, the following words and terms as used in this Indenture, shall
have the following meanings unless the context or use indicates another or
different meaning:
"Act" shall mean the Indiana Statute cited as the "Municipal Econo-
mic Development Act of 1965" as amended or supplemented from time to time.
"Lessor" shall mean the City and the Commission, both acting pur-
suant to said Act.
"Lessee" shall mean Ridgedale Nursing Home, an Indiana partnership,
organized and operating under the laws of Indiana, and its successors and
assigns, including any surviving, resulting,. or transferee corporation, partner-
ship, or sole proprietorship.
"City" shall mean the City of South Bend, Indiana, a municipal
corporation existing under the laws of the State of Indiana.
"Trustee" shall mean the St. Joseph Bank and Trust Company, South
Bend, Indiana, acting in its fiduciary capacity hereunder.
"Commission" shall mean the South Bend Development Commission estab-
lished pursuant to ordinance of the Common Council of the City.
"Construct" and "construction" include repair, maintain, renovate,
remodel, rebuild, enlarge, or make major structural improvements or additions
to existing buildings, as well as to build new improvements on unimproved
land.
"Bond" and "Bonds" shall mean the Economic Development Revenue
Bonds of the City issued pursuant to Ordinance No. of the Common
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P
Council of the City, the documents approved by said Ordinance, the Act, and
the procedure established by the Act.
"Real Property" shall mean that property described in "Exhibit
A ", attached hereto and made a part hereof, together with all improvements
constructed prior to the project financed by the revenues from the sale of
the Bonds and existing thereon on the date of this Indenture, and all rights,
easements, and appurtenances therein and thereto, which real property is
owned by the City of South Bend, Indiana, for the use and benefit of. its Devel-
opment Commission.
"Facility" shall mean the addition to the nursing home to be constructed
on the Real Property by the Commission.
"Leased Premises" shall mean the Real Property and the Facility
to be constructed on the Real Property together with equipment, furnishings,
and fixtures of the Facility, being more particularly described and defined
by the plans and specifications approved by the parties.
"Lease" means the lease of the Leased Premises provided for in
a Lease Agreement executed by the Lessor and Lessee on , 1973,
and as from time to time amended or supplemented by agreement of the parties
as herein provided.
"Lease Term" means the duration of the leasehold estate in the Leased
Premises created by the Lease.
ARTICLE II.
Basic Terms
Section 2.1: The said City and the Commission have leased the above described
real estate to the Lessee, and the terms and conditions of said Lease are described
as a net net lease. The rents called for in said Lease shall be equal to the
total cost of amortizing the Six hundred thousand Dollars ($600,000.00) of
Bonds at the rate of seven and one -half percent (7.5%) per annum over the term
of said Lease of ten (10) years. The project calls for the construction and
equipping of the said Facility according to the plans and specifications submitted
by the Lessee and approved by the Commission. The proceeds of the sale of
the Bonds shall be held by the Trustee and shall be invested from time to time
as provided in this Indenture and distributed as directed by the Commission
for the purposes of paying for the construction and equipping of the said Leased
Premises. There shall be included in the disbursement of said funds all costs,
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fees, and expenses related to the purchase of the real property, the planning,
design, construction and equipping of the Leased Premises, all reasonable ex-
penses and fees incurred by the Commission and the Trustee in supervising the
construction of said Leased Premises, and all cost, fees, and expenses related
to the authorization and sale of the Bonds. The Trustee shall withhold from
said funds a sum sufficient to pay interest on the Bonds for the period from
the date of sale of said Bonds until July 1, 1974, when rents shall begin to
be paid by the Lessee under the terms and conditions of said Lease. The schedule
of payments during construction shall be furnished by the Commission to the
Trustee and funds will be distributed by the Trustee only at the direction
of the Commission.
Section 2.2: The said City and the Commission hereby assign, transfer, and
set over, and will by separate agreement assign, transfer, and set over, to
the Trustee all of the rents, issues, income, revenues, and receipts derived
by the City and the Commission from all sources with reference to the sale
of the Bonds and the proceeds under the Lease from the Lessee. All of the
said monies, earnings, revenues, rights to payment of money, receivables, accounts,
and contract rights received by the Trustee shall be used for the payment of
the retirement of the Bonds issued by the City and of which said Bonds and
for the Bondholders the Trustee is acting as such Trustee. Only such sums
as are directed by the Commission shall be expended for the construction and
equipping of the Leased Premises, and the Leased Premises shall be constructed
and equipped according to the plans and specifications submitted by the Lessee
and approved by the Commission.
Section 2.3: The City and the Commission shall secure and execute any and
all instruments as may be necessary for the purpose of securing to the Trustee
the Leased Premises, which security interest shall be to secure the said Bonds.
The Lessee shall secure and execute any and all instruments as may be necessary
for the purpose of securing to the Trustees the Real Property and /or the Les-
see's interest or estate in the Leased Premises, which security interest shall
secure said Bonds. It is further agreed and understood that if the Bonds are
issued in numbered series the Bonds shall share equally in the security herein -
above referred to, and the Bonds shall be equal to each Bond so issued not
only as to the security herein described and covered by the mortgages and security
interests, but shall share equally in and ratably as to all proceeds received
by the Trustee and paid to the Bondholders.
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ARTICLE III.
Renovation or Construction
Section 3.1: The Commission or the Lessee shall construct and equip the
Facility on the Real Property according to the plans and specifications approved
by the Commission and the Lessee. Said Commission or Lessee shall be responsible
for entering into a construction contract with a general contractor for the
construction of the Facility. The said form of construction contract shall pro-
vide for the payment from the Acquisition and Improvement Fund for work performed
by the general contractor during the stages of construction. Said contract shall
be provided to the Trustee.
Section 3.2: The schedule of payments under the construction contract shall
be delivered by the Commission or the Lessee to the Trustee, and payments there-
under shall be made only by written direction of the Commission. The contract
shall further provide that before any payments are made from the Acquisition
and Improvement Fund the general contractor and all sub - contractors to receive
payment or partial payment for services and /or labor and /or materials shall waive
all rights to mechanic's or materialmen's liens or any claims against the City's
and /or the Commission's real estate for work done, labor performed or materials
furnished under the construction contract.
Section 3.3: As used in this Indenture, the words "independent architect"
shall mean the architect, engineer, or firm of architects or engineers which
may be selected by the Commission and approved by the Trustee, which architect,
engineer, or firm of architects or engineers, shall have the responsibility of
supervising and representing the Commission and the Commission's interest in
the construction contract and to check and order compliance with the plans and
specifications. The Trustee may require the Commission or the Lessee to select
an independent architect. The independent architect shall certify in writing
the completion of all requests for draws by the general contractor as to the work
being completed and /or labor performed and /or materials furnished which are billed
by the general contractor before payment is made by the Trustee. Services ren-
dered by the independent architect shall be paid for by the Trustee as a cost of
the project. The independent architect shall be the Commission's representative
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as to all of the terms and conditions of the building contract with the general
contractor, and shall represent the Commission or the Lessee in determining com-
pliance with the plans and specifications and work of the general contractor.
Section 3.4: The Lessee and the contractor shall maintain insurance coverage
as required in the Lease.
ARTICLE IV.
Establishment of Funds
Section 4.1: The Trustee shall establish from the proceeds of the sale of
the Bonds an Acquisition and Improvement Fund which shall be established to pay
for the costs of the purchase of the real property and the construction and
equipping of the Leased Premises. Disbursements from said account for said
costs shall be as directed in writing by the Commission based on certificates
of completion rendered by the independent architect, if one has been selected,
and submitted in periodic billings by the general contractor building the Facil-
ity. All draws requested by the general contractor shall be accompanied by
waivers of liens by the materialmen, contractors, sub - contractors, and laborers
requesting said payments through the general contractor.
Section 4.2: The Acquisition and Improvement Fund shall be maintained by the
Trustee, and the Trustee shall have the right to invest said funds from time
to time in qualified investments as hereinafter defined. The Trustee, in in-
vesting said funds, may rely upon the schedule of payments called for in the
construction contract to plan for maturities of invested funds.
Section 4.3: The Trustee shall, from the proceeds of the sale of the bonds,
establish an Investment Account Fund, which shall be funds set aside for the
payment of interest on the bonds during construction, real estate taxes accruing
during construction, insurance during construction, title and recording expenses,
inspection fees, independent architectural fees, legal and organizational fees,
and all costs, fees, and expenses related to the authorization and sale of
the Bonds. The Trustee shall likewise invest the Investment Account Funds
in qualified investments, and the income shall accrue to the said Investment
Account Fund.
Section 4.4: The phrase "qualified investments" shall mean investments in
direct or indirect obligations of, or obligations of principal and interest
which are fully guaranteed or insured by, the United States of America, in
prime quality commercial paper, or in certificates of deposit of, or time
deposits in, any bank having a capital and surplus of not less than
$1,000,000.00. Such investments shall be made so as to mature on or
prior to the date o.: dates that the Commission anticipates monies there-
from will be required to be paid a: cording to the terms of this Indenture
of Trust and /or the construction contract. The Trustee will not be liable
or responsible for any loss resulting from any such investment, except by
willful neglect or bad faith.
The City, the Commission, and the Trustee hereby covenant and agree
that the proceeds From the sale of the Bonds, amounts received in respect to
property directly or indirectly financed with any proceeds of such Bonds, and
proceeds from ir.ta est earned on the investment and -reinvestment of such proceeds
and amounts, may not be invested or otherwise used in a manner which, if such use
had been reasonably expected on the date of issue of such Bonds, would have
caused such Bonds to be "Arbitrage Bonds ", within the meaning of Section 103(d) of
the Internal Revenue Code, or any of the regulations or rules adopted pursuant
to Section 103(d) and that such investment or other use shall comply with Sec-
tion 103(d) of the Internal Revenue Code and such regulations and rules adopted
pursuant to Section 103(4) as may be applicable.
Section 4.5: The Commission shall require, and the general contractor shall
furnish, progress reports as to the construction of the Facility. Said progress
reports shall establish the anticipated and projected schedule of completion of
the Facility, and shall show the actual progress as per the dates of the said
progress reports. The progress reports shall be furnished every thirty (30)
days during construction.
Section 4.0: The Trustee shall keep and maintain records as to all accounts,
including the investment of funds, and said records shall_ be open to inspection
by the Commission or its duly authorized representative, and the Trustee shall
render periodic aecocntings eve.ry thirty (30) days.
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ARTICLE V.
Bond Redemption Account and Accelerated Prepayment
Section 5 -1: The said City and /or the Commission shall deposit caitiff the Trustee
all the proceeds of the rents, profits and issues of the Lease, which shall
be separately held by the Trustee in a Bond Redemption Account. The Trustee
shall. distribute MIR the Bond Redea;pti_on Account periodically the proceeds
of said Bond Redepnticn Account to the holders of the Bonds, so that the said
Bonds are redeemed both as to principal and -interest at the stated rate of redemp-
tion equally and prorata among the bondholders. No Bond shall have preference
over any other Bonds, but all Bonds shall share equally and ratably in the Bond
Redemption Account. The payment of interest by the Trustee to the Bondholders
prior to the establishment and receipt of the proceeds of rents, profits, and
issues from the Tease shall be paid for as to interest only from the proceeds
of the sale of Bonds, and any investment interest thereon, which has been retained
in the Investment Account Fund hereinabove set forth in Article IV.
Section 5.2: If Bonds are prepaid, or redeemed in whole or in part, prior to
their due date because of the happening of any events prescribed in this In-
denture or in the Lease concerning full prepayment, default, eminent domain,
destruction by casualty or loss of tali exempt status of the Bonds, the City
and /or the Commission shall collect such sums of money as are necessary to redeem
the Bonds and shall turn such monies over to the Trustee to be placed in the
Bond Redemption Account. The Trustee shall certify to the City and the Commission
the sum that is necessary to completely redeem the Bonds and the interest due
thereon as of the date of redemption. Notice of the date of redemption given
to the Bondholders at their last and usual address shall be sufficient to terminate
any further interest being accrued or credited to said Bond.
Section 5.3: When all of the Bonds have been paid or redeemed, or the City
and the Commission have provided for such payment: or red<mpti.on, by depositing
in cash with the Trustee the entire amount necessary for such repayment or re-
oc;r:gtion and shall also have paid or caused to be paid all the costs, charges,
and expanses to o� , incurred be incurred, by the ;7usGe in rel..iion thereto, or
in carrying out env and all K the proM sions of this indenture and th . co:-per, sr.
�-
Lion of the Trustee, and all other swo payvhle or which roy hneo -a payable by
the City and the Commission, hereunder, then and in that case, all of the
right and interest of the Trustee in respect hereof shall thereupon cease, ter-
minate and become void and the Trustee in such case shall, upon request of the
City and the Commission, and at its cost and expense execute and deliver to the
City and to the Commission, or its order, a proper instrument or instruments
acknowledging satisfaction of this Indenture and shall provide releases of mort-
gage sufficiently executed to be eligible for recording in St. Joseph County,
Indiana, acknowledging satisfaction of the mortgages and, further, shall execute
all the necessary termination statements which shall terminate any security
interests taken by the Trustee as collateral to the said Bonds and these shall
be furnished to the City and /or Commission and /or Lessee for recording. Lessor
shall execute and deliver to the Lessee a recordable quitclaim deed to the
Leased Premises and other appropriate title documents. All monies, funds,
securities, or other property remaining on deposit in the funds of the Trustee
hereinbefore described shall, upon the full satisfaction of this Indenture
and the payment of all the Bonds, be forthwith transferred and paid over and
distributed to the City and /or Commission, or to whomsoever shall be lawfully
entitled to receive the same.
ARTT('T V TIT
Covenants
Section 6.1: The City and the Commission covenant that they will promptly
pay the principal and interest of every Bond issued under the provisions of
this Indenture from the proceeds of the Lease with the Lessee. Failure of
the Lessee to comply with any term or condition of the Lease shall be immediately
given to the Trustee by written notice of default.
Section 6.2: The City and the Commission covenant and warrant that the Real
Estate described in Exhibit A, attached hereto, is lawfully owned and possessed
in the name of the City, for the use and benefit of its Development Commission,
and that said City has good and indefeasible estate therein in fee simple.
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Section 6.3: The City, the Commission, and the Lessee covenant that they will
cause this Indenture and any financing statements and continuation statements
required by the Uniform Commerical Code in respect thereof to be filed, registered,
and recorded as providcd by law, and shall provide for the continuation and
perfection of security interests in Real property and the Leased Premises.
The City, the Commission, and the Lessee shall perform, or cause to be performed,
any other act as provide by law, and will execute, or cause to be executed,
any and all further instruments that shall reasonably be requested by the Trustee
for such protection of title and for the protection of the Bondholders as to
the security of the Real Property and the Leased Promises, collateralizing the
repayment and redemption of said Bonds and the interest due thereon.
Section 6.4: The City, the Commission, and the Lessee further agree that in
the event of any default whereby the Trustee deems it advisable and proper to
have a receiver appointed for the Real Property and the Leased Premises, the
City, the Commission, and the Lessee will join with the Trustee in agreeing
to the appointment of a receiver to take over the operation of the said facility.
Section 6.5: The City and the Commission agree that the Trustee shall be entitled
to reasonable compensation for its services, and will reimburse and save harmless
the Trustee from and against all expenses, liabilities, and damages incurred
by the Trustee in connection with the execution of the trusts and powers hereunder,
except expenses, liabilities, and damages which arise from the Trustee's own
default or. negligence.
Section 6.6: The City and the Commission covenant and agree that they are duly
authorized under the laws of the State of Indiana and under all other applicable
divisions of law to create and issue the Bonds, to execute and deliver this
Indenture of Trust, and to mortgage the Leased Premises and to execute security
agreements covering the equipmont, furnishings, and fixtures for and in the
Facility.
1 -o-n -62-7: The City, the and the Lessee shill do and perform
all matte.,, or thin;, nocessnry or expedlunt to be dote or porformed by reason
or any lam Of the UNLY SMas of A'SACP or of tho State of Indiana for the
purpose oi credLing, portorning, and mainvaining the Trust hereby created, any
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mortgages. given hereunder for the payment: of the Ponds or interest- thereon,
provided that said City and said Commission will not be required to do anv
act or perform any service or execute any instrument which Could violate the
terms and conditions of the Act under which said Commission is established.
Section 6.8: The City, the Commission, and the Lessee agree that they, either
jointly or sever_ =.oily, will not „ell, transfer, or encmnber the Real Property
or the Leased Promises herein given as security for the Bondholders, or any
interest therein, without the written consent of the Trustee and fifty -one per- -
cent (51 %) of the holders of the Bonds, nor will the City and /or Commission amend
or take any acti:vn which would adversely affect the tax-free nature for Federal
income tax purpeass of the interest earned by the holders of the Bonds issued
hereunder, and subject to such tax -free ruling by the Internal Revenue Service,
if one is given.
Section 6.9: The Lessee expressly covenants that the lease rental payments
shal.l.be paid as provided in the Lease regardless of whether or not the Leased
Premises are used or useful., or whether any applicable laws, regulations, or
standards prevent or prohibit the use of the Leased Premises.
ARTICLE MT.
I
Default
Section 7.1: Any one or more of the following events shall be considered
events of default as said term is used herein that is to say if:
A. Default is made in the payment of any interest on any of the
Bonds when the same becomes payable as therein and herein expressed; or
B. Default is made in the payment of the principal of or premium,
if any, on any of the Bonds when the same become due and payable by lapse of
time, declaration, by call for redemption or otherwise; or
C. The City and /or the Commission issued additional obligations
contrary to the terms of this Indenture; or
D. Default is .Wade in the Observance or perfofwance of any of the
Other covenants, conditions, or Obligni -i.Ons exPrPsW in the Dchd or in this
lndanturu Or in any mortgngv 'rich is given
by the City, the commission, or
t>.:o J,ess::::. to _ecure said Bond, and which said default is not remedied by the
City and /eur Cemmi.ssion BMW Lessee within fifteen (35)
1 , days after written
"MO so to do has been served by thQ Trustee; or
P.. Thore has "n W l ianult in the c naf r uctr.on contract b .t.:. cm
- 11 -
the Con.mission and its General Cont:rnct:or for the construction of the Facility
according to the plans and specifications thereof; or
F. There is any default in the terms and conditions of the Lease
between the Lessor and the Lessee whereby any of the terms and conditions thereof
have been breached or defaulted; or
G. The Lessee is adjudicated a bankrupt, or a decree or order is
filed concerning the reorganization of the Lessee under any Federal bankruptcy
law as now or hereafter amended, or any such judgment or order is not vaca-
ted or stayed or set aside within thirty (30) days after the date of the entering
or granting of such order or judgment; or
H. The Lessee files or admits the jurisdiction of the Court and
the material allegations contained therein on any petition of bankruptcy or
petition pursuant or purporting to be pursuant to any present or future acts of
Congress on the subject of bankruptcy, or the said Lessee institutes any proceed-
ing or gives his consent to the institution of any proceedings for the relief
under any bankruptcy or insolvency laws, or laws relating to the relief of deb-
tors, adjustment Of indebtedness, reorganization, arrangements, compositions,
or extension; or
I. The Lessee makes an assignment for the benefit of creditors or
applies for or consents to the appointment of a Receiver of the Lessee; or
J. Final judgment for the payment of money is entered against the
City anal /or Coa nission or the General Contractor or the Lessee, pursuant to
any actions taken concerning the Leased Premises or the construction thereof
which is not discharged or a stay of execution is not procured thereon within
thirty (30) days from the date of such judgment, or that an appeal has been
taken therefrom to a higher Court appealing such decree, process or judgment; or
K. Default occurs under any indenture, agreement, or other similar
instrument under which the Go'.- nission, the General Contractor, or the Lessee
may he bound with reference to the construction, equipping, Operrtion, mainten-•
once , or lle:- arg or tha.. I.e:........ Pre ._... _.,, and slah default shall continue beyond
the grlcc peu'o,., if any, spnciftud in the or
L. An) property of t.il_ CKY and CO',n.....,ion oi of the Lassaa mort-
gaged or ple:dyN by secu i.ty i.r.Cerosts hereunder is sold under judicial process
und:... .;m 11M Wor to 0 on pa &K with the lion n of this i.
inaC`J1tUTC.
-1z -
Section 1.2: Upon the happening of any event of default: specified in Section
7.1 and the continuance of which said default extends for a period beyond any
specified grace period, then the Trusted may, without any action on the part
of the Bondholders and upon the happening of any event of default above specified,
declare the entire principal amount of the Bonds then outstanding hereunder
and the interest accrued thereon immediately due and payable and said entire
principal and interest shall thereupon become and be immediately due and payable
subject, however, to the right of the holders of fifty -one percent (51%) of
the principal amount of the Bonds then outstanding, by written notice given
to the Trustee anr: the City and the Commission, to annul such declaration and
to destroy its effect as hereinafter provided. In the event of any default
and upon the Trustee declaring the entire unpaid balance of said Bonds and the
interest accrued thereon clue and payable, said Trustee may forestall actions
of foreclosure as hereinafter provided, if full and sufficient indemnification
is provided to the Trustee which would indemnify and protect the said Bondholders
from any loss of principal and interest on said Bonds by result of said 'Trustee's
forestalling foreclosure actions.
Section 7.3: Upon the happening of any event of default specified above and
its continuance for a grace period, if any, specified in said default section,
then, and in each case, the Trustee may, and upon the written request of the
holders of not less than ten percent (10 %) of the principal amount of the Bonds
then outstanding and upon being first inde„nif.ied by the said Bondholders to
said Trustee's full satisfaction against costs, loss, or liability in the pre-
mises shall, institute such suit or suits in equity or at law in any Court of
competent jurisdiction to enforce and protect any of its rights or the rights
of the Bondholders (or any of them) hereunder as may be advised by counsel to
be appropricte. further, upon the happening of any event of default as speci-
fied above and for its continuance for a Period specified in the above section
grace period, the Trustee shall be entitled as a right: to the appointment
K L Reca9_ver of tin Leased Prnmis ^e and An Mal Property and for each and
c. ry of tin ]eights and property of Ci.t' t3 Cor. u'i?c_i a
?'S :c .- .'n, .>d the Ler,soe
with reit'rnpup to " Leased Drunis0s, all as de..
crib: d and located on the Real
- 13 -
P
Property shown in Exhibit A, with power and authority to continue the operation,
thereof, and with all of the rights and powers of receivers in equity to so
proceed for the protection of the Bondholders.
Section W: The Trustee shall, upon the written request of the holders of
fifty-one percent (01%) of the principal amount of the Bonds then outstanding,
waive any default h reunder and its consequences, and rescind any declaration
of maturity of principal., except (a) a default in the payment of principal of
any of said Bonds at the date of maturity specified therein, and (b) a default
in the payment of interest on any Bonds as the same shall become due, unless
prior to such waiver or recision all arrearages of interest have been paid and
said Bonds as to interest are current; and in the case of any such waiver or
recision, or in case any proceedings taken by the Trustee on account of such
default shall have been discontinued or abandoned, or default shall have been
discontinued or abandoned or determined adversely, than and in every such case,
the City, the Commission, the Lessee, the Trustee, and the Bondholders shall
be restored to their former positions and rights hereunder respectively. No
such waiver or rescission shall extend to any subsequent or other default, or
impair any right consequent thereon.
Section 7.5: No !older of any Bond shall have the right to institute any suit,
action, or proceedings in equity of at law for any remedy hereunder, unless
such holder shall previously have given to the Trustee written notice of such
default, and the continuation thereof as hereinbefore provided, nor unless also
the holders of not less than ton percent (10%) of the principal amount of the
Bonds than have offered to it a reasonable opportunity either to proceed to
suit or proceedings in its own name and the Trustee shall have refused or unreason-
ably delayed to comply with such request, nor unless also they or some more
of the holders of the Bonds have offered the Trustee security and indemnity
to the satisfaction of the Trustee against costs, expenses and liabilities to
be incurpod therein or thereby.
See 0 MOW. 6.: No remedy herein contai"ad or reserved to the Trustee is intended
to UP eXCIUSM Of any OLWY remedy or remedies, but each and every such remedy
shvIl ba =wInthov ard Q., ! to in Adiviun to every of ?r remedy given heroundor
or no.: or hvrcr5i_r r%jotinn apt Ks or in equity or by statute. No delay or
oAssion un vo t or or accruing upon pay Wivit conAnuing,
- 14 -
as aforesaid shalll., impair any such right or power, or shall be construed to
be a waiver of such default or acquiescence therein., and every such right and
power may be exercised from time to time as often and as may be deemed expedient.
Section 7.7: All rights or actions under this ind- cature or under any of the
Bonds or the Lease or under any mortgage may be enforced by the Trustee Without
the possession of any of the Bonds or mortgage or the production thereof in
any trial or other proceedings relative thereto. Any such snit or proceedings
instituted by the.Trustee shall be brought in its name as Trustee, and any recovery
of judgment shalt: be for the benefit of the holders and owners of the Bonds.
Section 7.2: UDcQ the happening of any event of d :ofault specified in Section
7.1, and the conzirhuance for a grace period, if any, specified in said section
then the Trustee -ay, with or without entry, sell all or any part of the mortgaged
property at publiz or private sale, upon such notice, in such manner., at such
times or places and upon such terms consistent with the applicable laws of the
State of Indiana as the Trustee may determine. The Trustee's deed or other
instrument of conveyance, or transfer, given pursuant to such sale, or in the
exercise of any of its rights under this article shall be effective to convey
and transfer to the purchaser an indefeasible tittle to the property conveyed
thereby, discharged of all rights of the City and /or the Commission and /or the
Lessee and /or any person whomsoever claiming through or under said parties,
and such sale by the Trustee pursuant to the effects of default shall forever
bar all claims of the City and /or Commission and /or Lessee, and /or those claiming
through the City and /or Commission and /or Lessee, to the property conveyed thereby;
and no purchaser from the Trustee shall be under any duty to inquire as to the
authority of the Trustee to execute the same, or to see to the application of
the purchase none,:.
Sect_i_on 73: All monies collected by or paid to the Trustee under the provisions
of this article, together with any other pledged funds that may be held by the
Trustee, shall be ;:?nlied at the date fixed by the Trustee for the distribution
of such 20ney 0S foiloys:
&`t y ?Mat of Lho CONS i :S an CxpCnsas of the collection
Of snch ...O - :, VCH&M Fcas of . `t.orn , . and counsel, ald of all other expen:'..0
and ch .._ 2i.D010"s _acid _nod all adva ncPs cnde by the Trustno under
- 15 -
this Indenture, as well as ;Just and reasonable compensation for the services
of the Trustee.
B. Second, to the payment of the amounts then due and unpaid upon
the Bonds and any i.nte-rest due thereon with respect to which monies shall have
been collected, ratably and without preference or priority of any kind, according
to the ;mounts due and payable upon such Fonds and the interest clue, respectively.
Said payment shall be made upon presentation of the several Bonds and the standing
of payments tharesn if partly paid and upon the surrender and cancellation thereof,
if fully paid.
C. Thiel, to the Payment of all other accounts payable by the City
and /or Commission under the terms of this Indenture.
D. Fou_;h, to the payment of any surplus, if any, to the City and /or.
Commission and /or the Lessee, their successors or assigns, or to whomsoever
shall be lawfully entitled to receive the same.
Section 7.10: No recourse under or upon any obligation, covenant, stipulation,
or agreement contained in this Indenture, or the Lease or any Bond or any mortgage
created hereunder, because of the creation of any indebtedness hereby authorized,
shall be had against any member., officer, or director of the Commission, or
of any successor to such Commission, or any officer or employee of the City,
unless provided for by statutes in the State of Indiana) and the rights and
duties of the Bondholders concerning the application of the collateral property
herein mortgaged shall be limited to the provisions of the Bond and the mortgages
and this Indenture with reference to the liability of the property only for
the payment of the Bonds, it being intended hereby to establish the fact that
the Revenue Bonds are not general obligations of the City or the Commission,
being a department of the City. The rights and obligations of the Bonds are
Amitcd to rents and proceeds from the Leased Premises and to the property mortgaged
purSuAHt to this Indenture.
ARTICLE VIII.
The Trustoo
,ix l.7ustoe nc,._,`,y . cc pts the trusL ,r., sew upon
it by this Indenwre,
but subjPci tc 10r. s W cond:i+__ons, hereof, including the ,`oil y
- 16 -
A. The Trustee will not be responsible for any recitals herein or
in the Bonds or for the execution, validity, priority, or extension of this
or any supplemental or confirmatory agreement; and the Trustee will not be bound
to ascertain or inquire as to the pe=_formancc or observance of any covenants,
conditions or agreements on the part of thn (;Oiil: ^fission to be undertaken to comply
With the terns of the rndenture or the Lease. -
B. The Trustee shall be protected in acting upon any notice, request,
consent, certificate, order, affidavit, letter, telegram, or other paper or
document believed by it to be genuine and correct and to have been signed or
sent by the proper person or persons, and the Trustee will not be bound to recognize
any person as a holder of any Bond or take any action at said Bondholder's request,
unless such Bond shall be deposited with the Trustee, or submitted to it for
inspection and his title established to the satisfaction of the Trustee if the
same be disputed.
C. The Trustee will not be compelled to do any act hereunder or to
commence or defend any suit in respect hereof unless indemnified to its satisfaction
as often as it shall require against loss, cost, liability, and expense.
D. As to the existence or non - existence of any fact, the Trustee
shall be entitled to rely on a certificate of the Commission signed by its duly
authorized officer as to the existence or nonexistence of such fact.
E. The Trustee will not be liable for expenses and damages resulting
from any action taken or omitted to be taken by it, unless resulting from the
Trustee's negligence or default.
F. The Trustee may buy, sell, own, hold, and deal in any of the Bonds,
and may initiate or join in any action which any Bondholder may be entitled
to take with like effect as if the Trustee were not a party to this Indenture,
and may act as a depository of, or as a raeriber of, any committee formed for
the protection of the Bondholders.
G. The Truster may buy, sell., own, hold, and deal in any of the Bonds,
or other evidence of indebtedness of the City and /or Commission, and may maintain
auY and all W her gvnerQ bankin;. :ud business relgPlons with the City and /or
COAMWOn :`, •t''1 1. :. .: E1 _e_C C. and 111 i:iiP: same Iii;iniher as lr the
Trugtna v,ze no: LO thi.: I:� c:'Lure.
- 17 -
H- Except ns herein otherwise. specifically provided, any money receiveci
by or deposited with the Trustee_ under any of the provisions of this Indenture,
or otherwise, shall be treated by it until it is required to Pay out the same
conformably herewith, as a general deposit, without . any liability for i.n terest,
save as may be agreed upon in writing by the City and the Co:2tission and the
Trustee.
L. The Trustee till not be required to give or enter into any bond
or other security i ^ 'respect to the execution of the said Trust and powers or
otherwise, in respect of the premises.
J. The Trustee is under no duty, obligation, or responsibility to
see to the payment of any taxes, assessments, duties, or other charges which
may at any time be levied or assessed against or imposed upon the City and /or
the Commission. The Trustee is tinder no duty, obligation, or responsibility
to see to the insurance of any property of the City and /or Commission or itself
to effect or maintain any such insurance, or to receive any policies of insurance
or proceeds thereof, or make any investigation or inquiry as to the insurer
with which the City and /or Commission shall have insured any of its property,
or as to the terms or amounts of any such insurance except as specifically required
by this Indenture or by the Lease.
K. The Trustee is under no duty, obligation, or responsibility in
respect to the use or disposition by the Commission of any of the Bonds or in
respect to the application of any part of the proceeds thereof, except as provided
in this Indenture.
Section 8.2: The Trustee may at any time resign from the Trust hereby created
by giving thirty (30) days written notice to the City and the Commission and
to all registered owners of the Bonds, or at such shorter period of time as
the mayor of the City and the members of the Commission may accept, and such
resignation shall tale effect at the end of the shorter of said periods of time.
Such notica mad. be served personally or sent by re i.atered mail. Should the
Trustee consoli..ate. or !I orse with or transfer substantially all Of its corporate
, or Whor I :ilia'7g l ^.Sti.tni L0:1,
such O:,-( _cn or Eerier, or trLnsfer, cl•l 7 in nouLse aflect the l'ir;hCs
of UP p,rKes 40;0!", .r the h"1 _! of anv OF the Mods, and such ... cc _nd '.
"Mr: :On h'A to tL.c in tvQ WYe"ndjr, .,'ii!: LO. sarc i..,.,- -, ,?rul YUK L1•,.
- 18 -
r
same force and effect as if originally named herein.
Section 8.3: Upon payment to the Trustee of all of its fees, costs, expenses,
commissions, disbursements, outlays, and liabilities the Trustee may be removed
at any tima by an instrument or concurrent instruments in writing, delivered
to the 'Trustee and to the City and the Commission and signed by the holders
of a majority of the principal amount of the Bonds them outstanding. Upon such
notice being given by the Bondholders, the removal of the Trustee must be con-
curred in by the City and the Commission. before such removal shalt be effective.
Section 8.4: In case the Trustee shall resign, or be removed, or dissolved,
or otherwise be or become incapable of acting hereunder, or should be taken
under the control of any public officer or officers, or of a Receiver appointed
by a Court, a successor may be appointed by the holders of a majority of the
principal amount of the Bonds then outstanding by an instrument, or concurrent
instruments in writing, signed by such holders or by their attorneys in fact
duly authorized. Provided, however, that the City and the Commission must approve
of the appointment of such successor by its duly authorized officers acting
for and on behalf of said City and said Commission evidencing the concurrence
of the appointment of a successor Trustee. Any successor Trustee so appointed
shall be a bank or trust company in good standing and having a capital and surplus
of not less than One Million Dollars ($1,000,000.00).
Section 8.5: Any successor Trustee appointed hereunder shall execute, acknowledge,
and deliver to its predecessors, and also to the City and the Commission, an
instrument in writing accepting such appointment hereunder and, thereupon, any
successor. Trustee, without further act, deed, or conveyance shall become fully
vested with all the rights, powers, duties, trusts and obligations of its predecessor.
Section 8.`: If, upon the removal or resignation of the Trustee, the majority
of the Bondholders and the City and the Commission cannot agree upon a successor
Trustee, then upon written Wlication being made to the Judge of the
Ci.r"t Court, the J090 shall have thc: right to appoint a successor Trustee
Y ich shall be n bank or trust comany in good standing and having a capital
:,u'i surpJus of not less thin Coe. :Jl io. :;
I;o:Lir.rs (St,0.0;000.G0). This provision
as to tie r.ppoint!:ant of a successor Trustee by the Judge of the
i,ll'"t t` Ort shall h,'coAo elfect.:ve if the ma � - Bondholders �
- majority J1 the i�pau hold Cl'R anU
" City and t -ILA W - -;: sslon cnnn,m WOO upon a successor Trustee, as above
- 19 -
provided for, within niIlety (90) days from said resignatioIh or the concurrence
of the majority of the Bondholders and the City and the Commission as to the
removal of the Trustee which shall be delivered in writing to the present Trustee.
ARTICLE M.
uPRI saentil Indentures and Amendments
Section 9.1: The City and the Commission, when authorized by resolution of
its proper authority, the Lessee, and the Trustee may from time to time and
at any tine, subject to the conditions and restrictions of this Indenture, enter
into supplemental Indentures which Indentures shall be for the following purposes:
A. To add to the covenants and agreements of the City and the Commission
to this Indenture or other convenants and agreements thereafter to be observed
by the Commission in the building and equipping of the Leased Premises.
B. To make provisions for the purpose of curing any ambiguity or
of curing, correcting, or supplementing any defective or inconsistent provisions
contained in this Indenture with any other Indenture concerning the building
and equipping of the Leased Premises in regard to matters or question arising
under. this Indenture, as the City and the Commission may deem necessary or desire-
ble and not inconsistent with this Indenture and which may not adversely affect
the interest and holders of the said Bonds.
C. To modify, amend, or supplement this Indenture, or any Indenture
supplemental hereto, in such a manner as to permit it to qualify under any State
of Indiana statute which may be passed affecting the rights of the City and
the Commission, or any Federal statute which may be enacted hereafter which
may affect the rights, duties, and positions of the Cit y, C oe
mission, Lessee
and the Trustee.
As provided in and to the extent permitted by this Indenture and any
mortgages, or any supplements thoreto, this Indenture, the Lease, and any mortga_;e
created hereunder may be alr:endud, altered, r_odified , or sup,flemeat_ed by the
City, tl�e. Co::-eissi.on, the Lessee, and the Trustee, provided, d, uolaever, that no
such J lou_..-._<.Kon . . reduce ( t _ „ -C:; the stated t "i lli Or payment of
the ]JTi:lClpal.
ho " , or of the O is -. Wa, yr ' any yr i - l '
- .” -'.: +t �'. 071 t, =' redemption
- �'. _.._ O - ...!'l( I,G. 1';; I q i.:.1Y'U is Mn Ol. .Uthc 1'12 t:
any action, or hi' any "Od"40Y of the security d lion,;
� -' 1t tOI .0 JV the ,
of i h �, or channa the rj=n and d u -_ _.. of the TiuNreo.
- 20 -
IN WITNESS WHEREOF, this Indenture is executed the day, month, and
year and at the place first mentioned above.
ATTEST:
By:
Irene K. Gammon, City Clerk
ATTEST:
ATTEST:
CITY OF SOUTH BEND , INDIANA
By:
Jerry J. Miller, Mayor
CITY OF SOUTH BEND DEVELOPMENT
COMMISSION, a statutory commission
Karl G. King, Jr.
Peter J. Nemeth
A. Mucha
ST. JOSEPH BANK AND TRUST COMPANY,
South Bend, Indiana, Trustee
By:
RIDGEDALE NURSING HOME,
an Indiana partnership, Lessee
By:
�Aw
Exhibit A
Legal Description
Ridgedale Nursing Home Project
A tract of land in the Southwest Quarter of Section 33, Township 38
North, Range 2 East, City of South Bend, St. Joseph County, Indiana,
more particularly described as follows:
Commencing at a brass plug at the center of said Section 33; thence
South 90 degrees 00 minutes 00 seconds West on and along the North
line of said Southwest Quarter of said Section 33 a distance of
1,205.66 feet to a concrete monument on the West line of a 75 foot
public street; thence South 00 degrees 29 minutes 21 seconds East
on and along the West line of said 75 foot public street, a distance
of 1,184.18 feet to an iron at the point of beginning; thence continuing
South 00 degrees 29 minutes 21 seconds East on and along said West line
of said 75 foot public street a distance of 240.35 feet to an iron;
thence North 88 degrees 52 minutes 34 seconds West a distance of 362.90
feet to an iron; thence North 00 degrees 29 minutes 21 seconds West
a distance of 237.00 feet to an iron; thence North 89 degrees 30 minutes
39 seconds East a distance of 362 feet to the place of beginning, said
tract being Lot Numbered 28 of the Airport Industrial Park, Phase II.
TRANSMITTAL OF ADOPTED COMMISSION RESOLUTION, PROPOSED
RESOLUTION AND PROPOSED ORDINANCE FOR ADOPTION BY THE
SOUTH BEND COMMON COUNCIL AND APPROVAL BY THE MAYOR
PERTAINING TO THE FINANCING OF FACILITIES FOR RIDGEDALE
NURSING HOME, BY THE ISSUANCE OF THE CITY OF SOUTH BEND,
INDIANA, OF ITS ECONOMIC DEVELOPMENT REVENUE BONDS.
To: IRENE K. GAMMON
City Clerk
City of South Bend
County -City Building
South Bend, Indiana 46601
The South Bend Development Commission (Commission) hereby trans-
mits to you in accordance with the Municipal Economic Development Act of
1965 as amended, supplemented or added to, including but not limited to
the amendments, supplements and additions of IC -1973, 18- 6 -4.5, or any
other amendments, supplements or additions thereto (hereinafter referred
to as the "Act "):
1. A resolution adopted by the Commission as of the 9th day
of November , 1973, as called for by the Act;
2. Proposed resolution for adoption by the Common Council of the
City of South Bend, Indiana, as called for by the Act; and
3. Proposed ordinance for adoption by the Common Council of the
City of South Bend, Indiana, as called for by the Act.
You will note from a perusal of the body of these documents that
the purpose thereof is to finance the addition to an existing facility for
Ridgedale Nursing Home by the execution of a Lease and Trust Indenture and
the issuance of Economic Development Revenue Bonds in a total amount not
to exceed $600,000.00 repayable over a period not to exceed ten (10) years
duration.
As to the enclosed resolution for adoption by the Common Council,
it may be and we respectfully request adoption at the Council meeting at
which it is presented.
With respect to the ordinance, you are respectfully asked to publish
once in a newspaper in South Bend, Indiana, a notice that such proposed ordi-
nance has been filed with you and present such ordinance to the Common Council
of South Bend, Indiana, for passage not earlier than ten days from the date
of the publication of such notice.
Submitted this 5th day of December, 1973.
SOUTH BEND
By:
G. Kinj', Jr., President
FILED IN CLERK'S OFFICE
DEC 5 1973
- 2 Irene Gammon
CITY CLERK, SDUTN BEND] JND�
COMMISSION RESOLUTION NO. � �23
WHEREAS, the City of South Bend, Indiana, still has insufficient
employment opportunities and insufficient diversification of industries,
which conditions are harmful to the prosperity, economic stability and
general welfare of the area and, if not remedied, will be detrimental to
the development of such area and its environs; and
WHEREAS, Ridgedale Nursing Home has filed an application with the
South Bend Development Commission ( "Commission ") to finance the addition to
an existing facility which will constitute economic development facilities
resulting in a substantial number of new jobs as well as other benefits; and
WHEREAS, Commission has prepared and placed on file a report as
specified in Section 16 of IC -1973, 18- 6 -4.5, and has forwarded copies thereof
to the Chairman of the Area Plan Commission and to the Superintendent of the
School Corporation where the facilities will be located, and has received
favorable reports from each of them.
NOW, THEREFORE, the South Bend Development Commission at this meet-
ing, being a public hearing on five days' notice on such proposed financing
of such facilities, does now find that the proposed financing complies with
the purposes and provisions of the applicable Indiana statutes governing
the issuance of Economic Development Revenue Bonds by the Commission; and
BE IT FURTHER RESOLVED by the South Bend Development Commission
that the proposed financing of an addition to an existing facility, and the
form and terms of the financing agreement (Lease and Trust Indenture) and
the Bond in the principal amount of $600,000.00 and bearing interest at
7.5% per annum and repayable over a term of ten (10) years, and the issuance
of the Bond in accordance therewith, be and the same hereby are approved, and
the Secretary of the Commission be and he is hereby directed to transmit to
the Common Council of the City of South Bend, Indiana, this resolution, to-
gether with a copy of the form and terms of the financing agreement (Lease
and Trust Indenture) and the Pond.
THIS RESOLUTION ADOPTED BY THE SOUTH BEND DEVELOPMENT COMMISSION OF THE
CITY OF SOUTH BEND, INDIANA, THIS
9th DAY
OF NOVEMBER--l-W3.
Karl C.
KngJr.,'President
- 2 -
NOTICE OF FILING OF ORDINANCE
Notice is hereby given that on the 5th day of December
1973, the South Bend Development Commission filed with the City Clerk of
South Bend, Indiana, a proposed form of ordinance authorizing the execution
of a Lease and Trust Indenture and the issuance of Economic Development
Revenue Bonds pertaining to facilities for Ridgedale Nursing Home.
Such proposed ordinance will be considered and heard at the regu-
lar meeting of the Common Council of the City of South Bend, Indiana, to be
held at 7:00 P.M. on the 17thday of December , 1973, in the chambers
of the Common Council of the City of South Bend, Indiana, in the County -City
Building, South Bend, Indiana.
Irene K. Gammon, City Clerk of
South Bend, Indiana.
FILED IN CLERK'S OFFICE
DEC 5 1973
Irene Gammon
CITY CUR& SOUTH BEND, 1N%