Res 1363 - Comm Lease/Purch Agm
COUNCil Bill NO. 1724
RESOLUTION NO. 1363
A RESOLUTION ENTERING INTO A COMMERCIAL lEASE AND PURCHASE
AGREEMENT WITH RODNEY M. SENTER FOR A BUilDING lOCATED AT 121 "B"
STREET IN THE CITY OF WOODBURN AND AUTHORIZING THE MAYOR TO SIGN
SUCH AGREEMENT.
WHEREAS, the City of Woodburn has a need for additional space for its water
and street division, and
WHEREAS, a building owned by Rodney M. Senter and located at 121 "B"
Street in the City of Woodburn meets these needs, and
WHEREAS, a commercial lease and purchase agreement for the property at
121 "B" Street has been developed; NOW, THEREFORE
THE CITY OF WOODBURN RESOLVES AS FOLLOWS:
Section 1. That the city of Woodburn enter into a Commercial Lease and
Purchase Agreement with Rodney M. Senter for a building at 121 "B" Street in the
City of Woodburn. A copy of said letter is attached hereto as Exhibit" A" and, by this
reference, incorporated herein.
Section 2. That the Mayor of the City of Woodburn is authorized to sign said
agreement on behalf1-('t ~ ~ f) ~ G ~ 2' 0 ~1 b
Approved as to form: I. (~-- . .
City Attorney Date
APPROVED:
Passed by the Council
Submitted to the Mayor
Approved by the Mayor
Filed in the Office of the Recorder
ATTEST: ;f/<~
Mary nnant, City Recorder
City of Woodburn, Oregon
Page 1 -
COUNCIL BILL NO. 1724
,.
June 24, 1996
June 25, 1996
June 25, 1996
June 25, 1996
RESOLUTION NO. 1363
COMMERCIAL LEASE AND PURCHASE AGREEMENT
DATED:
July 1, 1996
BETWEEN:
RODNEY M. SENTER
WILMA SENTER
14557 Union School Road NE
Woodburn OR 97071
LANDLORD
AND:
CITY OF WOODBURN
an Oregon municipal corporation
270 Montgomery Street
Woodburn OR 97071
TENANT
Landlord leases to Tenant that certain building enclosing approximately 11,200 square
feet located at 121 "B" Street, Woodburn, Oregon, on the terms and conditions stated below:
1. TERM AND POSSESSION: The term of this lease shall commence on July 1,
1996, and continue through October 1, 1996. Tenant's right to possession and obligations under
the lease shall commence on July 1, 1996.
2. RENT: Tenant shall pay to Landlord as rent the sum of $4,000.00 per month.
Rent shall be payable on the first day of each month in advance at such place as may be
designated by Landlord. All taxes, insurance costs, utility charges which Tenant is required to
pay by this lease, and any other sum which Tenant is required to pay to Landlord or third parties
shall be additional rent.
3. PERSONAL PROPERTY INCLUDED: The following personal property is
included as part of this lease and the purchase set forth in this agreement:
(a) one (1) 10 horse power air compressor with air dryer and piping
(b) one (1) water cooler
(c) six (6) fire extinguishers
(d) restroom fixtures
(e) one (1) ten gallon water heater
4. REMOVAL OF EOUIPMENT AND SUPPLIES: Landlord shall remove and
dispose of all equipment and supplies currently located in the building associated with Landlord's
previous use of wood processing prior to July 1, 1996.
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5. USE OF THE PREMISES: The premises shall be used for warehouse purposes
and for no other purpose without the consent of Landlord, which consent shall not be withheld
unreasonably. In connection with use of the premises Tenant shall:
(a) Conform to all applicable laws and regulations of any public authority affecting the
premises and the use and correct at Tenant's own expense any failure of compliance created
through Tenant's fault or by reason of Tenant's use, but Tenant shall not be required to make
any structural changes to effect such compliance unless such changes are required because of
Tenant's specific use.
(b) Refrain from any activity which would make it impossible to insure the premises
against casualty, would increase the insurance rate, or would prevent Landlord from taking
advantage of any ruling of the Oregon Insurance Rating Bureau or its successor allowing
Landlord to obtain reduced premium rates for long-term fire insurance policies, unless Tenant
pays the additional cost of the insurance.
(c) Refrain from any use which would by reasonably offensive to other tenants or owners
or users of neighboring premises or which would tend to create a nuisance or damage the
reputation of the premises.
(d) Refrain from loading the floors beyond the point considered safe by a competent
engineer or architect selected by Landlord.
(e) Refrain from making any marks on or attaching any sign, insignia, antenna, aerial,
or other device to the exterior or interior walls, windows, or roof of the premises without the
written consent of Landlord, which consent shall not be withheld unreasonably.
(f) Refrain from storing on or discharging from or onto the Property any hazardous
wastes or toxic substances as defined in 42 USC ~~960l-9657.
6. TENANT'S OBLIGATIONS OF REPAIR AND MAINTENANCE: The
following shall be the responsibility of Tenant:
(a) Repairs of walls, ceilings, doors and windows and related hardware, light
fixtures, switches, and wiring and plumbing.
(b) Any repairs necessitated by the negligence of Tenant, its agents, employees, and
invitees.
(c) Ordinary maintenance of the heating system and any repairs necessary because
of improper maintenance.
(d) Any repairs or alternations required under Tenant's obligation to comply with
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laws and regulations as set forth in paragraph 5(a) above, with the exception of
structural changes.
(e) All other repairs to the premises which Landlord is not required to make under
paragraph 5 above.
7. INSPECTION OF PREMISES: Landlord shall have the right to inspect the
premises at any reasonable time or times to determine the necessity of repair. Whether or not
such inspection is made, the duty of Landlord to make repairs shall not mature until a reasonable
time after Landlord has received from Tenant notice in writing of the repairs that are required.
8. ALTERATIONS: Tenant shall make no improvements or alterations on the
leased premises of any kind without first obtaining Landlord's written consent. All
improvements and alterations performed on the leased premises by either Landlord or Tenant
shall be the property of Landlord when installed unless the applicable Landlord's consent or
work sheet specifically provides otherwise.
9. INSURANCE: Tenant shall keep the leased premises insured at Tenant's expense
against fire and other risks covered by a standard fire insurance policy with an endorsement for
extended coverage. The entire proceeds of any insurance in case of loss are to be paid to
Landlord to be held, paid and used solely for the repairing, rebuilding and restoration of the
building or buildings on account of the injury, damage or destruction of which such insurance
moneys have been paid. If either of the parties elects to terminate this lease agreement pursuant
to the provisions of Paragraph 12 hereafter, Landlord shall be entitled to all of such proceeds
with no obligation to apply any or all of the insurance proceeds to the repair, rebuilding or
restoration of the building. Tenant shall bear the expense of any insurance insuring the property
of Tenant on the premises against such risks but shall not be required to insure. Neither party
shall be liable to the other (or to the other's successors or assigns) for any loss or damage caused
by fire or any of the risks enumerated in a standard fire insurance policy with an extended
coverage endorsement, and in the event of insured loss neither party's insurance company shall
have a subrogated claim against the other.
10. TAXES AND ASSESSMENTS: Tenant shall pay as due all taxes on its personal
property located on the leased premises and all general real property taxes and special
assessments levied against the leased premises on or after July 1, 1996 or cause said property
to be removed from the tax roll. If an assessment for a public improvement is made against the
leased premises, Landlord may elect to cause such assessment to be paid in installments in which
case all of the installments payable with respect to the lease term shall be treated the same as
general real property taxes. Tenant shall be permitted to contest the amount of any tax or
assessment so long as such contest is conducted in a manner which does not cause any risk that
Landlord's interest in the leased premises will be foreclosed for nonpayment. Landlord shall
cooperate in any reasonable manner with such with contest by Tenant.
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11. PARTIAL DAMAGE OF PREMISES: If the leased premises are partly
damaged and paragraph 12 below does not apply, the property shall be repaired by Tenant at
Tenant's expense. Tenant shall repair or replace the damaged or destroyed improvements in a
manner satisfactory to Landlord. Upon satisfactory proof of restoration, Landlord shall payor
reimburse Tenant from the insurance proceeds for the reasonable cost of repair or restoration.
Repairs shall be accomplished with all reasonable dispatch subject to interruptions and delays
from labor disputes and matters beyond the control of Tenant.
12. DESTRUCTION OF PREMISES: If the leased premises are destroyed or
damaged such that the cost of repair exceeds 40 percent of the value of the structure before the
damage, either party may elect to terminate the lease as of the date of the damage or destruction
by notice given to the other in writing not more than 45 days following the date of damage. In
such event all rights and obligations of the parties shall cease as of the date of termination, and
Tenant shall be entitled to the reimbursement of any prepaid amounts paid by Tenant and
attributable to the anticipated term. If neither party elects to terminate, Landlord shall proceed
to restore the leased premises to substantially the same form as prior to the damage or
destruction. Work shall be commenced as soon as reasonably possible and thereafter shall
proceed without interruption except for work stoppages on account of labor disputes and matters
not under control of Landlord.
13. LIENS:
(a) Except with respect to activities for which Landlord is responsible, Tenant shall pay
as due all claims for work done on and for services rendered or material furnished to the leased
premises and shall keep the premises free from any liens. If Tenant fails to pay any such claims
or to discharge any lien, Landlord may do so and collect the cost as additional rent. Any
amount so added shall bear interest at the rate of 10 % per annum from the date expended by
Landlord and shall be payable on demand. Such action by Landlord shall not constitute a waiver
of any right or remedy which Landlord may have on account of Tenant's default.
(b) Tenant may withhold payment of any claim in connection with a good faith dispute
over the obligation to pay, so long as Landlord's property interest are not jeopardized. If a lien
is filed as a result of nonpayment, Tenant shall, within 10 days after knowledge of the filing,
secure the discharge of the lien or deposit with Landlord cash or sufficient corporate surety bond
or other surety satisfactory to Landlord in an amount sufficient to discharge the lien plus any
costs, attorney fees, and other charges that could accrue as a result of a foreclosure or sale under
the lien.
14. INDEMNIFICATION: Tenant shall indemnify and defend Landlord from any
claim, loss, or liability arising out of or related to any negligent activity of Tenant on the leased
premises or any condition of the leased premises in the possession or under the control of Tenant
including any such claim, loss, or liability which may be caused or contributed to in whole or
in part by Tenant's failure to effect any repair or maintenance required by this lease. Landlord
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shall have no liability to Tenant for any loss or damage caused by third parties or by any
condition of the premises.
15. LIABILITY INSURANCE: Tenant shall procure and maintain in force, at its
expense, during the term of this Lease public liability insurance. Such coverage shall be
adequate to protect against liability for all damage claims through public use of or arising out
of accidents occurring in or around the premises and such liability insurance shall be provided
in an amount at least equal to the liability limit for public bodies provided under the Oregon Tort
Claims Act (ORS 30.260), et seq,) as amended from time to time.
16. LANDLORD'S WARRANTY: Landlord warrants that it is the owner of the
leased premises and has the right to lease them free of all encumbrances except those of record.
Subject to these exceptions Landlord will defend Tenant's right to quiet enjoyment of the leased
premises form the lawful claim of all persons during the lease term.
17. ASSUMPTION OF SOUTHERN PACIFIC LEASE: Tenant shall assume the
lessee's interest under the current lease agreement between Landlord and Southern Pacific
Transportation Company dated October 24, 1991, through a sublease/subtenancy agreement and
shall hold Landlord harmless from any liability therefore after July 1, 1996 including any costs
and expenses associated with transfer of the lessee's interest.
18. ASSIGNMENT AND SUBLEASE: No part of the within leased property may
be assigned, mortgaged, or subleased, nor may a right of use of any portion of the property be
conferred on any third person by any other means, without the prior written consent of
Landlord. This provision shall apply to all transfers by operation of law. No consent in one
instance shall prevent the provision from applying to a subsequent instance. Landlord shall
consent to a transaction covered by this provision when withholding such consent would be
unreasonable in the circumstances.
19. EVENTS OF DEFAULT: The following shall be events of default:
(a) Default in Rent. Failure of Tenant to pay any rent or other charge within 10 days
after it is due.
(b) Default in Other Covenants. Failure of Tenant to comply with any term or condition
or fulfill any obligation of the lease (other than the payment of rent or other charges) within 20
days after written notice by Landlord specifying the nature of the default with reasonable
particularity. If the default is of such a nature that it cannot be completely remedied within the
20-day period, this provision shall be complied with if Tenant begins correction of the default
within the 20-day period and thereafter proceeds with reasonable diligence and in good faith to
effect the remedy as soon as practicable.
(c) Insolvency. Insolvency of Tenant; an assignment by Tenant for the benefit of
creditors; the filing by Tenant of a voluntary petition in bankruptcy; an adjudication that Tenant
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is bankrupt or the appointment of a receiver of the properties of Tenant; the filing of any
involuntary petition of bankruptcy and failure of Tenant to secure a dismissal of the petition
within 30 days after filing, attachment of or the levying of execution on the leasehold interest
and failure of Tenant to secure discharge of the attachment or release of the levy of execution
within 10 days. If the lease has been assigned, the events of default so specified shall apply only
with respect to the one then exercising the rights of Tenant under the lease.
(d) Abandonment. Failure of Tenant for 30 days or more to occupy the property for one
or more of the purposes permitted under this lease unless such failure is excused under other
provisions of this lease shall be an abandonment of the property.
20. REMEDIES ON DEFAULT:
(a) Termination. In the event of a default the lease may be terminated at the option of
Landlord by notice in writing to Tenant. If the lease is not terminated by election of Landlord
or otherwise, Landlord shall be entitled to recover damages from Tenant for the default. If the
lease is terminated, Tenant's liability to Landlord for damages shall survive such termination,
and Landlord may reenter, take possession of the premises, and remove any persons or property
by legal action or by self-help with the use of reasonable force and without liability for damages.
(b) Reletting. Following reentry or abandonment, Landlord may relet the premises and
in that connection may make any suitable alterations or refurbish the premises, or both, or
change the character or use of the premises, but Landlord shall not be required to relet for any
use or purpose other than that specified in the lease or which Landlord may reasonably consider
objectionable. Landlord may relet all or part of the premises, alone or in conjunction with other
properties, for a term longer or shorter than the term of this lease, upon any reasonable terms
and conditions, including the granting of some rent-free occupancy or other rent concession.
(c) Damages. In the event of termination on default Landlord shall be entitled to recover
immediately, without waiting until the due date of any future rent or until the date fixed for
expiration of the lease term, the following amounts as damages:
(i) The loss of reasonable rental value from the date of default until a new tenant has
been, or with the exercise of reasonable efforts could have been secured.
(ii) The reasonable costs of reentry and reletting including without limitation the cost of
any clean up, refurbishing, removal of Tenant's property and fixtures, or any other expense
occasioned by Tenant's failure to quit the premises upon termination and to leave them in the
required condition, any remolding costs, attorney fees, court costs, broker commissions, and
advertising costs.
(iii) Any excess of the value of the rent and all of Tenant's other obligations under this
lease over the reasonable expected return from the premises for the period commencing on the
earlier of the date of trail or the date the premises are relet and continuing through the end of
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the term. The present value of future amounts will be computed using a discount rate equal to
the prime loan rate of major Oregon banks in effect on the date of trial.
21. REMEDIES CUMULATIVE: The foregoing remedies shall be in addition to
and shall not exclude any other remedy available to Landlord under applicable law.
22. NONWAIVER: Waiver by either party of strict performance of any provision
of this lease shall not be a waiver of or prejudice the party's right to require strict performance
of the same provision in the future or of any other provision.
23. ATTORNEY FEES: If suit or action is instituted in connection with any
controversy arising out of this lease, the prevailing party shall be entitled to recover in addition
to costs such sum as the court may adjudge reasonable as attorney fees.
24. NOTICES: Any notice required or permitted under this lease shall be given when
actually delivered or 48 hours after deposited in United States mail as certified mail addressed
to the address first given in this lease or to such other address as may be specified from time
to time by either of the parties in writing.
25. SUCCESSION: Subject to the above-stated limitations on transfer of Tenant's
interest, this lease shall be binding upon and inure to the benefit of the parties, their respective
successors and assigns.
26. LANDLORD'S RIGHT TO CURE DEFAULTS: If Tenant fails to perform any
obligation under this lease, Landlord shall have the option to do so after 30 days' written notice
to Tenant. All of Landlord's expenditures to correct the default shall be reimbursed by Tenant
on demand with interest at the rate of 10% percent per annum from the date of expenditure by
Landlord.
27. RECORDATION: This lease shall not be recorded without the consent in writing
of Landlord. Landlord shall execute and acknowledge a memorandum of this lease in a form
suitable for recording, and Tenant may record the memorandum.
28. ENTRY FOR INSPECTION: Landlord shall have the right to enter upon the
premises at any time to determine Tenant's compliance with this lease, to make necessary repairs
to the building or to the premises, or to show the premises to any prospective tenant or
purchaser, and in addition shall have the right, at any time during the last two months of the
term of this lease, to place and maintain upon the premises notices for leasing or selling of the
premIses.
29. ARBITRATION: If any dispute arises between the parties [as to a matter which
this lease says should be arbitrated, or as to any other question involving apportionment or
valuation], either party may request arbitration and appoint as an arbitrator an independent real
estate appraiser having knowledge of valuation of rental properties comparable to the leased
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premises. The other party shall also choose an arbitrator with such qualifications, and the two
arbitrators shall choose a third. If the choice of the second or third arbitrator is not made within
10 days of the choosing of the prior arbitrator, then either party may apply to the presiding
judge of the judicial district where the leased premises are located to appoint the required
arbitrator. The arbitration shall proceed according to the Oregon statutes governing arbitration,
and the award of the arbitrators shall have the effect therein provided. The arbitration shall take
place in the county where the leased premises are located. Costs of the arbitration shall be
shared equally by the parties, but each party shall pay its own attorney fees incurred in
connection with the arbitration.
30. PURCHASE OF PROPERTY BY TENANT: At the termination of this lease
on October 1, 1996, Tenant shall purchase the property for the cash purchase price of
$295,000.00. In the event that Tenant does not close the purchase on October 1, 1996, the
within lease shall renew on a month-to-month tenancy for a monthly lease amount of $4,000 for
a term not to exceed one year. In the event that Tenant does not close the purchase on or before
October 1, 1997, the month-to-month tenancy shall terminate.
31. CONDITIONS PRECEDENT TO CLOSING: In addition to any other
conditions contained in this Agreement, set forth below are certain conditions precedent for the
benefit of Tenant (the "Conditions"). The Conditions are intended solely for the benefit of
Tenant and Tenant shall have the right to waive, by written notice, any of the Conditions, at its
sole discretion. The Conditions specifically delineated in this section are the following:
31.1 On the Closing Date, the Title Company shall be ready, willing, and able to issue,
and shall issue to Tenant upon recordation of the Landlord's deed mentioned below, the title
insurance policy required by Section 34.5.
31.2 On or before the Closing Date, Landlord shall have performed all of the
covenants, conditions, agreements, and promises to be performed by it under this Agreement.
31.3 Tenant shall have conducted an Environmental Review and Audit (the
"Environmental Audit") of the Property, indicating to the satisfaction of Tenant that the Property
does not contain, either on its surface or in its subsurface or underlying water table, any
Hazardous Substances, as defined below. The Environmental Audit shall consist of a Level I
Environmental Assessment and shall be conducted by REA Tech Management, Inc., 200
Hawthorne SE, Suite C320, Salem, Oregon 97301 and may include a historical review of the
use of the Property, review of all regulatory agency permits and compliance and enforcement
files and records, soil tests, the acquisition of core samples and water table samples by drilling
conducted on the Property, and such other tests and studies as Tenant may deem appropriate.
The cost of the Environmental Audit shall be shared equally by Landlord and Tenant, however,
in no event shall the amount paid by Landlord exceed the sum of $850.
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For purposes of this subsection, the phrase "Hazardous Substances" has the same
meaning as is designated in ORS 465.200(9). Landlord warrants, represents, and covenants as
follows:
(1) To the knowledge of Landlord, there are no Hazardous Substances in, upon, or
buried on or beneath the Property and no Hazardous Substances have been emitted or released
from the Property in violation of any environmental laws of the federal or state government;
(2) Landlord has not brought onto, stored on, buried, used on, emitted or released
from, or allowed to be brought onto, stored on, buried, used on, or emitted or released from,
the Property any Hazardous Substances in violation of any environmental laws of the federal or
state government; and
(3) To the knowledge of Landlord, no underground storage tanks are located on the
Property, including (without limitation) any storage tanks that contain, or previously contained,
any Hazardous Substances, and Landlord agrees not to cause or permit any such tanks to be
installed in the Property before Closing.
31.4 Tenant, prior to closing, shall have the right, at its own expense, to obtain a Type
A (Urban) ALTA survey of the Property (the "Survey") from a surveyor designated by Tenant,
indicating to Tenant's satisfaction that (1) there are no discrepancies in the boundaries of the
Property; (2) there are no material encroachments on, or protrusions from, the Property; (3) the
Property has acceptable access to a dedicated public right-of-way; and (4) the Property does not
lie within any area designated as wetlands by any governmental agency or any area determined
by the United States Department of Housing and Urban Development to be flood-prone or
subject to a flood hazard.
31.5 Landlord shall deliver to Tenant, at Landlord's expense, a preliminary title report
(the "Title Report") covering the Property which is acceptable to Tenant.
32. CLOSING:
32.1 Time and Place. Closing of the sale and purchase of the Property (the "Closing")
shall occur on a date (the "Closing Date") selected by Tenant.
32.2 Closing Obligations. On the Closing Date, Landlord and Tenant shall deposit the
following documents and funds in escrow, and the Title Company shall close escrow in
accordance with the instructions of Landlord and Tenant.
32.2.1 Landlord shall deposit the following:
(1) A statutory warranty Deed, duly executed and acknowledged;
(2) A duly executed affidavit certifying that Landlord is not a foreign person, trust,
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partnership, or corporation in compliance with the requirements of IRC ~ 1445;
(3) Original counterparts or legible photocopies of all documents, feasibility studies,
surveys, engineering reports, and other items of a similar nature in the possession of Landlord
that relate to the Property;
(4) Such documents as Tenant or the Title Company may require to evidence the
authority of Landlord to consummate this transaction; and
(5) Such other documents and funds, including (without limitation) escrow
instructions, as are required of Landlord to close the sale in accordance with this Agreement.
32.2.2
Tenant shall deposit the following:
(1) The cash payment specified in Section 32, minus any credit against the purchase
price available to Tenant under the terms of that section;
(2) Such documents as Landlord or the Title Company may require to evidence the
authority of Tenant to consummate the transaction contemplated; and
(3) Such other documents and funds, including (without limitation) escrow
instructions, as are required of Tenant to close the sale and purchase of the Property in
accordance with this Agreement.
32.3 Costs. Tenant and Landlord each shall pay one-half of the escrow fee of the Title
Company with respect to the Closing. Landlord shall pay the premium for the title insurance
policy that Landlord is obligated to provide to Tenant, and for all conveyance or excise taxes
payable by reason of the purchase and sale of the Property. Tenant shall pay the fee (exclusive
of any conveyance or excise tax) for recording the conveyance documents referred to herein.
32.4 Prorations. All items of expense incurred by Landlord with respect to the
Property shall be paid by Landlord at Closing, without proration. All real property taxes and
assessments payable with respect to the tax year in which Closing occurs shall be prorated
between Landlord and Tenant as of the Closing Date.
32.5 Title Insurance Policies. As soon as practicable after Closing, and in any event
no later than 5 days after the Closing Date, Landlord shall cause the Title Company to issue its
standard form Landlord's ALTA Title Insurance Policy, with extended coverage, in the amount
of the Purchase Price, insuring fee simple title to the Property vested in Tenant, subject only to
the Permitted Exceptions.
33. STATUTORY DISCLAIMER: THIS INSTRUMENT WILL NOT ALLOW
USE OF THE PROPERTY DESCRIBED IN THIS INSTRUMENT IN VIOLATION OF
APPLICABLE LAND USE LAWS AND REGULATIONS. BEFORE SIGNING OR
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ACCEPTING THIS INSTRUMENT, THE PERSON ACQUIRING FEE TITLE TO THE
PROPERTY SHOULD CHECK WITH THE APPROPRIATE CITY OR COUNTY PLANNING
DEPARTMENT TO VERIFY APPROVED USES AND TO DETERMINE ANY LIMITS ON
LAWSUITS AGAINST FARMING OR FOREST PRACTICES AS DEFINED IN ORS 30.930.
All closing costs, except expenses associated with loan or other financial applications, incurred
in the purchase of the property shall be shared equally between Landlord and Tenant.
34. ENTIRE AGREEMENT: This document is the entire, final and complete
agreement of the parties pertaining to the sale and purchase of the Property, and supersedes and
replaces all written and oral agreements heretofore made or existing by and between the parties
or their personal representatives insofar as the Property is concerned.
IN WITNESS WHEREOF, the parties have caused this Lease And Purchase
Agreement to be executed in duplicate as of the day and year first above written.
r
.$ ~~/ ~~~~
WILMA SENTER
Landlord
CITY OF WOODBURN, an Oregon
municipal corporation
BY~~tf
NAN Y A. SEY
Mayor of the City of Wood urn
Tenant
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TRANSMITTAL MEMO
TO
MARION COUNTY ASSESSOR'S OFFICE
FROM
Mary Tennant
City Recorder
DATE
July 3, 1996
SUBJECT
PROPERTY TAX EXEMPTION APPLICATION
Tax Account #92900270
Location: 121 "B" Street, Woodburn, OR
Enclosed is a certified copy of a lease/purchase agreement
authorized by the City Council on June 24, 1996. The effective
date of the agreement is July 1, 1996.
Thank you for your assistance on this application.
....-.-.---' ...
~
APPLICATION FOR REAL AND
PERSONAL PROPERTY TAX EXEMPTION
For Lease or Lease-Purchase Property Owned by a Taxable Owner and
Leased to an Exempt Public Body, Institution, or Organization
As provided by Oregon Revised Statu1e 307.112
~'5~
. File with your county assessor on or before April 1.
See OAS 307.112 and OAR 150-307.112 on the back of this form. FOR ASSESSOR'S USE ONLY
Name 01 public body. lnstilUlion, or organization Da,te Rec:elved Reviewed By o Approved
City of Woodburn, Oregon
Maling Address Telephone Number o DenIed
270 Montqomery St. (503)982-5222
CIty Slat8 I ZIP Code
Exemption beg~s in tax year 19 -
Woodburn OR 97071
A property tax exemption is requested under the following Oregon Revised Statute (mark only one box):
o ORS 307.090 Public body (other than state of Oregon and U.S.A.) 0 ORS 307.145 Day care facilities, schools, student
o ORS 307.130 Literary, benevolent, charitable, scientifIC housing.
institutions. 0 ORS 307.147 Senior services centers.
o ORS 307.140 Religious organizations. 0 ORS 456.225 Housing authorities
.Attach . current copy of your organization'. article. of Incorporation, by-laws, and 501(cX3), If they have not been previously flied.
PROPERlY DESCRIPTION
Aneuor's Account Number (as shown on your property tax stalllment)
#92900270
Name 01 Property ONner
Rodney M. & Wilma Senter
Property Siaas (street addntSS, city)
121 IIBII Street, Woodburn, OR
97071
.
I
The property is held under:
o A lease agreement (attach a true copy)
~ A Iease-purchase agreement (attach a true copy)
.-.
.I
Note: Attach a list of all real and personal property for wh~ 8_n exemption is claiffled.
The purpose of this organization is:
Municipality
The property is used for the following purpose:
Example: church services, offices, sales, etc.
Public Works Shop facility
Is the property used by others? 0 Yes
~ No If yes, explain. Identify the portion of property used and give the percent of time used.
,
Does the property include a parking area? 0 Yes
Is use of the parking area permitted free of charge? 0 Yes
[) No
o No If no, explain how otten a fee is charged
,
,
Is the rent charged actually below market rent? 0 Yes
See OAR 150-307.112 on the back.
IX] No
>
Is documentary proof of below market rent attached (include example)? 0 Yes 0 No
DECLARA nON
I declare under the penalties for false swearing (ORS 305.990(4}) that I have examined this document and to the best of my knowledge, it is
true, correct, and complete.
Name (please print or type)
Mary Tennant
Tille
City Recorder
1t3/96
150-314).081 (Rev. 5-94)
, 4_",,,. - "T-'" "--,, , ."",,, '" --..--- _.,,- _.,-~---
OREGON REVISED STATUTE AND ADMINISTRATIVE RULE
307.112 Property held under 1easc or lease-pur-
chase by institution, organlzation or pubUc body other
than state. (1) Real or personal property of a taxable owner
held under lease or lease-purchase agreement by an institu-
tion, organization or public body, other than the State of
Oregon, granted exemption or the right to claim exemption
for any of its property under ORS 307.090, 307.130, 307.140,
307.145,307.147 or 456.225, is exempt from taxation if;
(a) The property is used by the lessee in the manner, if
any, required by law for the exemption of property owned or
being purchased by iti and
(b) It is expressly agreed within the lease or lease-
purchase agreement that the rent payable by the institution,
organization or public body has been established to reflect
the savings below market rent resulting from the exemption
from taxation.
(2) The lessee shall file a claim for exemption with the
county assessor, verified by the oath or affarmatlon of the
president or other proper otrJCet' of the institution or organi-
zation, or head official of the public body or legally autho-
rized delegate, showing:
(a) A complete description of the 'property for which
exemption is claimed.
(b) If applicable, all facts relating to the use of the
property by the lessee.
(c) A true copy of the lease or lease-purchase agree-
ment covering the property for which exemption is claimed.
(d) any other information required by the claim form.
(3) If he assessor is not satisfied that the rent st2ted in
the lease or lease-purchase agreement has been established
to reflect the savings below market rent resulting from the tax
exemption, before the exemption may be granted the Jessor
shall provide documentary proof, as specified by rule of the
Department of Revenue, that the rent has been established to
reflect the savings below market rent resulting from the tax
exemption.
(4) The claim shall be flied on or before April I, except
that if the lease or lease-purchase agreement Is entered Into
after March I but not later than June 30, the claim shall be.
filed within 30 days after the date the lease or lease-purchase
agreement is entered into if exemption is claimed for that
year. The exemption first shall apply for tax year beginning
July 1 of the year for which the claim is med. The exemption
first shall apply for the tax year beginning July I of the year
for which the claim is filed. The exemption shall continue so
long as the use of the property remains unchanged and
during the period of the lease or lease-purchase agreement.
If the use changes, a new application shall be filed as
provided in this section. If the lease or lease-purchase
agreement expires before July I of any year, the exemption
shall terminate as of July 1 following the date of expiration of
the lease or lease-purchase agreement. (1977 c.673 52j 1987
c.756520; 1991 cA59 541i 1991 c.aSl 54i 1993 c.19 53; 1993
c.777 S41
OAR 150-307.112 Property held under lease
(1) A new claim shall be filed with the county assessor,
as required under ORS 307.112(2) and (3), when a new lease,
new lease-purchase agreement, extension of current lease,
150-310-087 (back) (Rev. 5-94)
>>,,-..--......., '~.,---~
extension of current lease-purchase agreement, or any modi-
fication to the existing lease or lease-purchase agreement is
made.
(2) The new claim shall meet aU the requirements of
ORS 307.112.
(3) Late ftling as provided in ORS 307.162(2) is not
permitted under ORS 307.112.
(4) The State of Oregon and the United States govern-
ment are not permitted to me a claim for exemption under
ORS 307.112.
(5) The assessor must be satisfied that the amount of
rent charged is below market rent. -Market r.ent- is defined as
the rental income a property would most probably command
in the open market and includes an element for property
taxes.
(6) To reflect the savings below market rent, the actual
rent must be Jess than market rent in an amount that is at
lease equal to what the property tax would be if the property
were taxable.
(J) Sufficient documentary proof must be submitted at
the time of application.
(8) Acceptabie documentary proof to show the prop-
erty tax savings is passed on to the lessee may include but is
not limited to the following comparisons: . J
(a) Current rental rate for any portion of that property
occupied by nonexempt tenants;
(b) Historic rental rate data of that prc7pen;,; .,
(c) Rental rate used in a real market value appraisal for
that propertYi
(d) Rent study of comparable or similar properties.
(9) The savings must be clearly evident. Insufficient
proof or failure to show the rent is below market rent as
described above is grounds for denial of the exemption.
(10) A statement that the <<Jessee is responsible for the
taxes- is not sufficient pi-oof of a tax savings.
(11) When used in reference to real property or tangible
personal property, a lease is a contract of at least one year by
which the owner of a property grants the rights of posses-
sion, use, and enjoyment of the property to another for a
specified period of time in exchange for payment.
(12) Month-to-month tenancy or a general rental agree-
ment is not considered the same as a lease for purposes of an
exemption under this statute md wilJ not qualify in an
exemption claim.
(a) Any currently exempt property held under month-
to-month tenancy, or any other general rental agreement
which does not qualify, will not be disqualified from exemp-
tion for 1993-94 or prior tax years.
(b) The assessor will inform these organizations of the
need to reapply and qualify prior to allowing the exemption
for the 1994-95 tax year.
(c) To receive property tax exemption for the 1994-95
tax year the organization and the lease must qualify.
(d) If an organization does not reapply and submit a
qualifying lease the exemption shall not be allowed for the
1994-95 tax year.