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Dunlora V,LLC
300 2°d St,NE
Charlottesville,VA 22902
Tax Map and Parcel Nos.: 61-164
SHEPHERDS RIDGE AT DUNLORA
PROTECTIVE COVENANTS AND RESTRICTIONS
Table of Contents
Article I. Definitions Page 2
Article II. Existing Property and Additions Page 8
Article III: Covenants, Restrictions and Page 10
Affirmative Obligations
Article IV; Additional Restrictions to Page 18
Implement Effective Environmental
and Land Management Controls
Article V: Membership and Voting Rights in Page 20
The Association
Article VI: Property Rights in the Common Areas Page 24
Article VII: Covenants for Assessments Page 28
Article VIII: Functions of Association Page 36
Article IX: General Provisions Page 45
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SHEPHERDS RIDGE AT DUNLORA
Declaration of Protective
Covenants and Restrictions
THIS DECLARATION is made this 26th day of October, 2016, by DUNLORA V, LLC, a
Virginia Limited Liability Company, herein called "Declarant", "Developer" and
"Company".
WHEREAS, the Company is the Owner of the real property described in Article II of this
Declaration and desires to create thereon a planned development community with residential
and recreational uses to be known as SHEPHERDS RIDGE AT DUNLORA;
WHEREAS,the Company desires to impose certain,protective covenants in order to promote
the preservation of values to provide for the maintenance of common facilities and services,
and to provide a vehicle for the administration and enforcement of covenants and restrictions;
WHEREAS, the Company will cause to be incorporated under the laws of the State of
Virginia a non-stock corporation, SHEPHERDS RIDGE AT DUNLORA COMMUNITY
ASSOCIATION, INC.for the purpose of exercising the said functions which are herein more
fully set forth;
NOW THEREFORE,the Company declares that the real property described in Article II, and
such additions thereto as may be made pursuant to Article H, is and shall be held, transferred,
sold, conveyed, given, donated, leased, occupied and used subject to the covenants,
restrictions,conditions,easements,charges,assessments,affirmative obligations and liens(all
herein sometimes referred to as "the Covenants") set forth herein, all of which shall run with
the properties whether or not such is stated in any deed of conveyance.
ARTICLE I
DEFINITIONS
The following words and terms when used in this Declaration or any supplemental declaration
(unless the context shall clearly indicate otherwise) shall have the following meanings:
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(A) "Affiliate" shall mean any corporation of which more than fifty percent (50%) of
the voting stock is owned or controlled by the Company or the Developer,and any partnership
or joint venture in which the Company or the Developer has more than a fifty percent (50%)
equity interest or an interest in fifty percent (50%) or more of the cash flow from such
partnership or joint venture.
(B) "Association" shall mean and refer to Shepherds Ridge at Dunlora Community
Association, Inc., a Virginia non-stock corporation, its successors and assigns.
(C) "Common Areas" shall mean and refer to those tracts of land with any
improvements thereon which are deeded to or leased by the Association and designated in
said deed or lease as "Common Areas" or "Tree Preservation Areas". The term "Common
Area" shall also include any personal property acquired or leased by the Association if said
property is designated to and intended for the common use and enjoyment of the Members of
the Association, their guests, and visiting members of the general public (to the extent
permitted by the Board of Directors of the Association) subject to the fee schedule and
operating rules adopted by the Association. Common Areas shall not include those tracts of
land falling within the definition of"Restricted Common Areas" set forth below.
(D) "Company" or "Declarant" shall mean and refer to Dunlora V,LLC, a Virginia
Limited Liability Company, its successors and assigns and any agent or agents appointed by
Dunlora V, LLC, its successors and assigns, to act on its behalf for the purpose of
administering or enforcing, in whole or in part, the rights reserved unto the Company in this
Declaration.
(E) "Developer"shall mean Dunlora V,LLC,a Virginia limited Liability Company,
its successors and assigns.
(F) "Development Unit Parcel" shall mean and refer to any parcel or tract of land
within the Properties, conveyed by the Company to any third party under Covenants and
Restrictions permitting the division of such parcel or tract into smaller land units such as
Residential Lots. For the purposes of this Declaration, a parcel of land shall not be deemed a
"Development Unit Parcel"until such time as its exact metes and bounds have been surveyed
and a plat thereof identifying or designating such property as a Development Unit Parcel is
recorded in the Clerk's Office of the Circuit Court of Albemarle County,Virginia: provided,
however, that any property within said parcel of land which also qualifies as "Exempt
Property" as defined in paragraph (H) of this Article shall not be deemed part of said
Development Unit Parcel for the purposes of calculating Assessments or votes. A
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Development Unit Parcel, or portions thereof, shall remain classified as such until further
subdivided and classifiable as a Residential Lot or Lots.
(G) "Shepherds Ridge at Dunlora" shall mean and refer to the lands in Albemarle
County,Virginia, which are shown on the company's Site Plan as revised from time to time.
(H) "Exempt Property" shall mean and refer to the following classifications of
property within the Properties which,for the purposes of this Declaration,shall not be deemed
"Development Unit Parcels", or "Unsubdivided Land" and shall be expressly excepted from
the definitions thereof:
(1) All land designated on the Site Plan for intended use, or by actual use if
applicable, for indoor or outdoor recreational and community facilities owned
and operated by the Company, the Company's Affiliates, the Developer, the
Developer's Affiliates,the Association, and any other home owners association
(herein referred to as "Home Owners Association") organized by the Company
or by others with the consent of the Company if such Home Owners Association
operates such facilities within the Properties for the private use of its members
or the Members of the Association; nonprofit or charitable community, civil or
cultural clubs and institutions; and other similar community facilities which the
Board of Directors, in its sole and uncontrolled discretion, may designate as
Exempt Properties;
(2) All lands and any improvements thereon designated in any way as
Common Areas or Restricted Common Areas;
(3) All lands and improvements thereon committed to the Association
through express, written notification by the Company to the Association of
intent to convey to the Association, including, without limitation, Intended
Common Areas and Intended Restricted Common Areas;
(4) All lands designated on the Site Plan or on recorded plats as "Open
Space" or "Private Open Space" (herein referred to, respectively, as "Open
Space Areas" and "Private Open Space Areas") as defined in any subsequent
declaration, covenant or restriction applicable to Property in Shepherds Ridge
at Dunlora, and any improvements thereon which are defined in subparagraph
(1) of this paragraph;
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(5) Property which is used for the maintenance, operation and service of
facilities within Common Areas,Restricted Common Areas,Intended Common
Areas, and Intended Restricted Common Areas, and facilities within Open
Space Areas which are defined in subparagraph(1) of this paragraph; and
(6)Property which is used for the maintenance,operation and service of utilities
within the Properties.
(I) `Emergency Access Easement" shall mean any area reserved and dedicated for
use during an emergency by authorized vehicles and equipment. The easement may also be
used by passenger vehicles when access by the public street is not possible. Locking bollards
restricting access, except in the case of an emergency shall be installed in the easement and
keys shall be provided to police and fire rescue departments.
(J) "Family Dwelling Unit" shall mean and refer to any improved property or any
property formerly classified a Residential Lot for which a building permit has been issued by
the appropriate governmental authorities, which property is located within the Properties and
intended for use as a Single Family dwelling.
(K) "Intended Common Areas" shall mean and refer to those tracts of land and any
improvements thereon committed to the Association through express, written notification by
the Company to the Association of intent to convey said property to the Association as a
Common Area.
(L) "Intended for Use" shall mean the use intended for various parcels within the
Properties as shown on the Site Plan of Shepherds Ridge at Dunlora prepared by the
Developer as the same may be revised from time to time by the Developer,or the use to which
any particular parcel of land is restricted by Covenants expressly set forth or incorporated by
reference in deed by which the Company has conveyed the property.
(M) "Intended Restricted Common Area" shall mean and refer to those tracts of land
and any improvements thereon committed to the Association through express, written
notification by the Company to the Association of intent to convey said property to the
Association as a Restricted Common Area.
(N) "Inventory List" shall mean and refer to a listing of those Residential Lots owned
by the Company,the Company's affiliates,the Developer, or Developer's Affiliates which are
available for sale to purchasers, and which listing is submitted to the Association. The
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Company reserves for itself, its Affiliates, the Developer, and the Developer's Affiliates the
right to make additions and deletions from this listing.
(0) "Site Plan" shall mean and refer to the drawing which represents the approved plan
for the development of Shepherds Ridge at Dunlora.
(P) "Member" shall mean and refer to all those Owners who are Members of the
Association as defined in Section 1 of Article V.
(Q) "Owner" shall mean and refer to the Owner as shown by the Real Estate Records
in the Clerk's Office of the Circuit Court of Albemarle County, Virginia, whether it be one
(1) or more persons, firms, associations, corporations, or other legal entities, of fee simple
title to any Residential Lot, Family Dwelling Unit, or Un-subdivided Land situated within or
upon the Properties. Owner shall not mean or refer to the mortgagee, or holder of a deed of
trust, its successors or assigns,unless and pursuant foreclosure or a proceeding or deed in lieu
of foreclosure; nor shall the term "Owner" mean or refer to any lessee of an Owner. In the
event that there is recorded in the Office of the Clerk of the Circuit Court of Albemarle
County, Virginia, a long term contract of sale covering any land within the Properties, the
Owner of such land shall be the purchaser under said contract and not the fee simple title
holder. A long term contract of sale shall be one where the purchaser is required to make
payments for the land for a period extending beyond nine (9) months from the date of the
contract and where the purchaser does not receive title to the land until all such payments are
made, although the purchaser is given the use of said land.
(R) "Property" and "Properties" shall mean and refer to any tract of land or
subdivision thereof in Shepherds Ridge at Dunlora which has been subjected to the provisions
of this Declaration or any Supplemental Declaration as may be referenced in deeds issued by
the Company or any third party with the consent of the Company, including, without
limitation, all those tracts or parcels of land, situated, lying and being in Albemarle County,
Virginia, more particularly described in Exhibit"A" attached hereto and by specific reference
made a part hereof.
(S) "Residential Lot" shall mean any subdivided parcel of land located within the
Properties for which no building permit has been issued by the appropriate governmental
authorities and which parcel is intended for use as a site for a single family detached dwelling
as shown upon any recorded final subdivision plat on any part of the Properties. No parcel
shall, however, be classified as a Residential Lot until the first day following occurrence of
all of the following:
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(1) Recording of a plat in the Clerk's Office of the Circuit Court of Albemarle
County, Virginia showing such Residential Lot; and
(2) In those cases where the Lot is owned by the Company, the Company's
Affiliates,the Developer, or the Developer's Affiliates,the Residential Lot has
been placed on an "Inventory List" of lots for sale submitted to the Association by the
Company,the Company's Affiliates, the Developer, or the Developer's Affiliates; and
(3) In those cases where the Residential Lot is owned,by any third party other than
the Company, the Company's Affiliates, the Developer, or the Developer's Affiliates,
the Residential Lot is sufficiently developed to be subject to Assessment, in the sole
and uncontrolled discretion of the Board of Directors of the Association, as a
Residential Lot.
(T) "Restricted Common Areas" shall mean and refer to those tracts of land with
any improvements thereon which are deeded to the Association and designated in such deed
or lease as "Restricted Common Areas". The term "Restricted Common Areas" shall also
include any personal property acquired or leased by the Association if said property is
designated a "Restricted Common Area". All Restricted Common Areas are to be devoted to
and intended for the common use and enjoyment of designated Owners and their guests,with
all use of Restricted Common Areas to be subject to the fee schedules and operating rules
adopted by the Association. Any lands or personal property which are leased by the
Association for use as Restricted Common Areas shall lose their character as Restricted
Common Areas upon the expiration of such leases.
(U) "Unsubdivided Land" shall mean and refer to all land in the Property described
in Article II hereof, and in addition thereto, those lands that are subjected to this Declaration
or any Supplementary Declaration under the provisions of Article II hereof, which have not
been subdivided into and classified as Residential Lots or Development Unit Parcels through
metes and bounds subdivision plats recorded in the Clerk's Office of the Circuit Court of
Albemarle County, Virginia;provided, however, that"Unsubdivided Land" shall not include
any property which also qualifies as Exempt Property. Unsubdivided Land, or portions
thereof, shall remain classified as such until subdivided and classifiable as a Residential Lot
or Lots or Development Unit Parcel.
(V) "Landscape Easement" shall mean areas within approved Residential Lots
where landscaping was required by the County and installed by the Company and for which
a perpetual maintenance easement is granted to the Association for the purpose of maintaining
and, if necessary, replacing such landscaping. Owners of property subject to a Landscape
• Easement may not alter, damage or destroy the landscaping within the Landscape Easement.
ARTICLE II
EXISTING PROPERTY AND ADDITIONS
1. Existing Property - The real property which is hereby made subject to these
Covenants (the "Existing Property") is described as follows:
All of those tracts or parcels of land situated, lying and being in
Albemarle County, Virginia, shown and described on that plat entitled
"Plat of Subdivision,Dunlora V,Tax Map Parcel 61-164,Rio Magisterial
District, Albemarle County, Virginia," prepared by the Timmons Group
dated April 1, 2016 and last revised September 27,2016, attached hereto
as Exhibit A, as Lots 1 through 20, inclusive, and Open Space A through
E, inclusive and Parcel 'X' Open Space; such plat by specific reference
made a part hereof.
The Company plans to develop the Existing Property in accordance with a Site Plan.
The Company and Developer reserve the right to review and modify the Site Plan and this
statement shall not bind the Company,its successors and assigns,or Developer, its successors
and assigns to adhere to the Site Plan in the development of the land shown hereon. Subject
to its right to modify the Site Plan as stated herein, the Company shall convey to the
Association certain properties, as in the reasonable exercise of its discretion it so chooses,
without regard to the relative location of such portions or sections within the overall plan.
Once conveyed to the Association, these properties shall become Common Areas or
Restricted Common Areas, as the case may be. The Company shall not be required to follow
any predetermined sequence or order of improvements and development and it may tiring
within the plan of this Declaration additional lands, and develop the same before completing
the development of the Existing Property, subject to any necessary local governmental
approvals. The Company shall have full power to add to, subtract from, or make changes in
the Site Plan regardless of the fact that such actions may affect the relative maximum potential
voting strength of the various types of membership of the Association, subject to any
necessary local governmental approvals.
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(A)Additions-The Company, its successors and assigns, shall have the right, without
further consent of the Association, to bring within the plan and operation of this Declaration
additional property. Such property may be subject to this Declaration as one parcel or as
several parcels at different times. The additions of such property authorized under this
paragraph may increase the cumulative maximum number of Residential Lots,Development
Unit Parcels, or Family Dwelling Units authorized in the Properties and, therefore, may alter
the relative maximum potential voting strength of the various types of membership of the
Association.
The additions authorized under this subsection shall be made by recording a
Supplementary Declaration of Covenants and Restrictions with respect to the additional
property which shall extend the operation and effect of the Covenants and Restrictions of this
Declaration to such additional property. The Supplementary Declaration may contain such
complementary additions and/or modifications of the Covenants and Restrictions contained
in this Declaration as may be necessary or convenient, in the sole judgment of the company,
to reflect the different character, if any, of the added properties and as are not inconsistent
with the plan of this Declaration,but such modifications shall have no effect upon the Property
described in Section 1 above or upon any other additions to the Properties effected prior to
the effective date of such Supplementary Declaration modifying this Declaration.
Additional lands which become subject to this Declaration under the provisions of this
Article II may in the future be referred to as a part of Shepherds Ridge at Dunlora. Also, the
name SHEPHERDS RIDGE AT DUNLORA may be used by the Company to refer to other
nearby properties not subject to this Declaration.
(B) Mergers - Upon merger or consolidation of the Association with another
association, as provided for in the Bylaws of the Association, its property rights and
obligations may, by operation of law, be transferred to another surviving or consolidated
association, or in the alternative,the properties, rights and obligations of another association
may, by operation of law, be added to Association as a surviving corporation pursuant to a
merger. The surviving or consolidated association may administer the Existing Property,
together with the Covenants and Restrictions established upon any other properties, as one
plan. No merger or consolidation shall effect any revocation, within the Existing Property,
including, without limitation, the maximum limits on Assessments and dues of the
Association, or any other matter substantially affecting the interests of Members of the
Association. This Declaration has intentionally been modeled after the Declaration for the
Dunlora subdivision to facilitate a smooth potential merger of the Association with the that
neighborhood if the relative associations so desire.
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ARTICLE III
COVENANTS, RESTRICTIONS AND AFFIRMATIVE OBLIGATIONS
The covenants and restrictions herein will be referred to as the Covenants and will be
recorded in the Clerk's Office of the Circuit Court of Albemarle County,Virginia.
The primary purpose of these covenants and restrictions and the foremost consideration
in their origin has been the creation of a community that is aesthetically pleasing and
functionally convenient. The establishment of certain objective standards
relating to design, size and location of dwellings and other structures makes it impossible to
take full advantage of the individual characteristics of each parcel of Property and of
technological advances and environmental values.In order to implement the purposes of these
Covenants,the Company may establish and amend from time to time objective standards and
guidelines,including,but not limited to,Architectural Guidelines,Uniform Sign Regulations,
Uniform Mailbox Regulations and Landscape Guidelines,which shall be binding on Property
Owners within Shepherds Ridge at Dunlora.
Furthermore,the Company shall establish an Architectural Review Board(the "ARB")
consisting of up to four (4) members, provided however, in its sole and uncontrolled
discretion, the Company may transfer the right to appoint successor members of the ARB to
the Board of Directors of the Association. At least one member of the ARB other than the
Company's representatives shall be a member of the ARB once there are twenty(20) or more
members of the Association.
1. No building, fence, wall, swimming pool or other structure shall be erected,
placed, or altered, nor shall a building permit for such improvement be applied for any
Property in Shepherds Ridge at Dunlora including without limitation the Common Areas and
Restricted Common Areas until the proposed building plans, specifications, exterior color of
finish, plot plan (showing the proposed location of such building or structure, drives, and
parking areas),the land management plan, and construction schedule shall have been
approved in writing by the Architectural Review Board of the Association (the "ARB"). In
addition, the ARB may, at its election,require prior written approval of a landscape plan. The
ARB further reserves the right to promulgate and amend from time to time architectural
guidelines (herein referred to as the "Architectural Guidelines") within Shepherds Ridge at
Dunlora, and such Architectural Guidelines shall establish, define, and expressly limit those
standards and specifications that will be approved in said neighborhood, including, but not
limited to, architectural style, exterior color or finish, roofing material, siding material,
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driveway material, landscape design, and construction technique. Refusal or approval of
plans, location, exterior color or finish or specifications by the ARB may be based upon any
ground, including purely aesthetic considerations, which in the sole and uncontrolled
discretion of the ARB shall seem sufficient. No alteration in the exterior appearance of any
building, fence or other structure, shall be made without prior written approval by the ARB.
One (1)copy of all plans and related data shall be furnished to the ARB for its records. In the
event approval of such plans is neither granted nor denied within thirty (30) days following
receipt by the ARB of written demand for approval, approval shall be deemed to have been
granted.
In order to assure that buildings and other structures will be located and staggered so
that the maximum view, privacy, sunlight, and breeze will be available to each building or
structure within the confines of each Property, and to assure that structures will be located
with regard to the topography of each Property, the ARB reserves the right to control
absolutely and to decide solely (subject to the provisions of the Zoning Ordinance of the
County of Albemarle) the precise site and location(including density of buildings) of any
building or structure on any Property in Shepherds Ridge at Dunlora for reasons which may
in the sole and uncontrolled discretion and judgment of the ARB seem sufficient. Such
location shall be determined only after reasonable opportunity is afforded the Property Owner
to recommend a specific site. The provisions of this paragraph shall in no way be construed
as a guarantee that the view, privacy, sunlight, or breeze available to a building or structure
on a given Property shall not be affected by the location of a building or structure of a building
on an adjacent Property.
3. Each Property Owner shall provide space for the parking of automobiles off
public streets prior to the occupancy of any building or structure constructed on said property
in accordance with reasonable standards established by the Company.All houses with garages
shall be equipped with automatic garage door openers. Garage doors will be kept closed at all
times when not in use.
4. Except as may be required by legal proceedings, no sign shall be erected or
maintained on any Property by anyone including, but not limited to, a Property Owner, a
Realtor, a contractor, or a subcontractor, until the proposed sign size, color, contact, number
of signs, and location of sign(s) shall have been approved in writing by the ARB. Refusal or
approval of size, color, content, number of signs, or location of sign(s) may be based by the
ARB upon any ground, including purely aesthetic consideration, which in the sole and
uncontrolled discretion of the ARB seems sufficient. The ARB further reserves the right to
promulgate and amend from time to time uniform sign regulations (the "uniform Sign
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Regulations") which shall establish standard design criteria for all signs, including, but not
limited to,real estate sales signs, erected upon any Property in Shepherds Ridge at Dunlora.
The ARB and its agent shall have the right, whenever there shall have been placed or
constructed on any Property in Shepherds Ridge at Dunlora any sign which is in violation of
these restrictions, to enter immediately upon such Property where such violation exists and
summarily remove the same at the expense of the Property Owner.
It shall be the responsibility of each Property Owner, contractor, or subcontractor to
prevent the development of any unclean,unsightly, unkempt,unhealthy or unsafe conditions
of buildings or grounds on any Property which shall tend to substantially decrease the beauty
or safety of Shepherds Ridge at Dunlora,the Dunlora neighborhood as a whole, or the specific
area. The ARB and its agents shall have the right to enter upon any Property for the purpose
of correcting such conditions including, but not limited to, the removal of trash, and the cost
of such corrective action shall be paid by the Property Owner. Such entry shall not be made
until thirty(30) days after the Owner of the Property has been notified in writing of the need
to take corrective action and unless such Owner fails to perform the corrective action within
said thirty (30) day period; provided, however, that should such condition pose a health or
safety hazard, such entry may be made (without waiting for such thirty(30) day period) after
the Owner has been notified in writing of the need to take immediate corrective action and if
such Owner fails to perform the corrective action immediately. The provisions of this
paragraph shall not create any obligation on the part of the Company, the Association or the
ARB,to take any corrective action.
6. All mailboxes shall be erected and maintained on any Property per the
specifications issued by the ARB. No alteration in the exterior appearance of any mailbox
shall be made without prior written approval by the ARB. The ARB has established uniform
mailbox regulations (the "uniform Mailbox Regulations") which define standard design
criteria for all mailboxes erected upon any Property in Shepherds Ridge at Dunlora.
7. Prior to the occupancy of a building, or structure on any Property, proper and
suitable provisions shall be made for the disposal of sewage by connection with the sewer
mains of the Albemarle County Service Authority which is the only system presently
approved by Albemarle County for use in Dunlora, or such other means of sewage disposal
as may be approved by Albemarle County for use in Shepherds Ridge at Dunlora.
8. Prior to the occupancy of a building or structure on any Property, proper and
suitable provisions for water shall be made by connection with the water lines of the
Albemarle County Service Authority water system which is the only system presently
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approved by Albemarle County for use in Dunlora or such other water system as may be
approved by Albemarle County for use in Shepherds Ridge at Dunlora.
9. The Company reserves unto itself, its successors and assigns, and its agent, a
perpetual, alienable, and releasable easement and right on, over and under the Properties to
erect,maintain,and use electric,community antenna television,cable television and telephone
poles, wires, cables, conduits, drainage ways, sewers, water mains, and other suitable
equipment for the conveyance and use of electricity,telephone equipment, gas, sewer, water,
drainage, or other public conveniences or utilities on, in, or over those portions of such
Property as may be reasonably required for utility line purposes and to provide for adequate
sight distances from driveway entrances; provided, however, that no such utility easement
shall be applicable to any portion of such Property as may (a) have been used prior to the
installation of such utilities for construction of a building whose plans were approved pursuant
to these covenants by the Company, or (b) be designated as the site for a building on a plot
plan for erection of a building which has been filed with the Company and which has been
approved in writing by said company. These easements and rights expressly include the right
to cut any trees,bushes,or shrubbery,make any grading of the soil,or to take any other similar
action reasonably necessary to provide economical and safe utility installation and to maintain
reasonable standards of health, safety, and appearance. The Company further reserves the
right to locate wells, pumping stations, siltation basins, and tanks in Shepherds Ridge at
Dunlora in any Open Space Area of any Property designated for such use on the applicable
plat of said Property, or to locate same upon any Property with the permission of the Owner
of such Property. Such rights of way be exercised by any licensee of the Company, but this
reservation shall not create any obligation on the part of the Company to provide or maintain
any such utility or service.
10. The General Property Covenants- Pursuant to the provisions of this Declaration,
the Company reserves unto itself, its successors and assigns, the right to appoint the
Association its agent for the purpose of administering and enforcing, in whole or in part, the
rights, duties and obligations reserved unto the Company, including, but not limited to, the
rights to approve (or disapprove) plans, specifications, color, fmish, plot, plan, land
management plan and construction scheduled for any or all buildings or structures to be
erected within any or all of the Properties. Such appointments may be temporary or
permanent, and shall be subject to any conditions, limitations, or restrictions which the
Company, in its sole and uncontrolled discretion, may elect to impose. Upon any such
appointment of the Association as agent by the Company, the Association shall assume any
obligations which are incident thereto.
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In addition to the foregoing, the Company reserves unto itself, its successors and
assigns,the right to assign in whole or in part to the Association its rights reserved herein to
grant approvals(or disapprovals),to establish rules and regulations,to administer and enforce
the provisions hereof, and any or all other rights reserved by the Company. The assignment
of such rights shall be subject to any conditions, limitations, or restrictions which the
Company, in its sole and uncontrolled discretion may elect to impose at the time of
assignment. Following the assignment of such rights, the Association may assume all of the
Company's obligations which are incident thereto (if any), and the Company shall have no
further obligation or liability with respect thereto. The assignment of such right or rights by
the Company to the Association shall be made by written instrument which shall be recorded
in the Clerk's Office of the Circuit Court of Albemarle County,Virginia.
Notwithstanding any of the foregoing to the contrary, so long as the Company, its
successors and assigns, is the owner of property subject to the provisions of the Covenants,
the Company,in addition to and jointly with the Association, shall retain all rights of easement
reserved unto it herein, and shall, furthermore, retain all rights of entry granted unto it for the
purposes of correcting, repairing, enhancing, improving, cleaning, preserving, clearing out,
removing, or taking any action to prevent a violation of these Covenants, and the retention of
said rights of easement and entry by the Company shall in no way create any obligation on
the part of the Company to perform any affirmative action.
11. Declarant acknowledges that it has retained the right to exercise its sole and
uncontrolled discretion in connection with the rights, duties and obligations set forth herein.
The Declarant hereby covenants and agrees to exercise such discretion in a fair, consistent
and uniform manner with respect to any guideline provided for in this Article. The Declarant
further covenants and agrees not to exercise such discretion so as to render any Residential
Lot unbuildable, taking into account local governmental requirements for building setback
lines and other applicable regulations.
12. A. All Properties shall be used for residential purposes, recreational purposes
incidental thereto, and for customary accessory uses. The use of a portion of a dwelling unit
on a Residential Lot as an office by the Owner thereof shall be considered a residential use if
such use does not create undue customer or client traffic, as determined by the Company in
its sole and uncontrolled discretion, to and from the unit or the Property.
B.No structure,except as herein provided,shall be erected,altered,placed or permitted
to remain on a Residential Lot as designated by the Site Plan other than one (1) detached
single family dwelling and one (1) small one-story accessory building which may include a
detached private garage, provided the use of such accessory building does not overcrowd the
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Property,as determined by the Company in its sole and uncontrolled discretion,and provided,
further,that such building is not used for any activity normally considered as a business. Such
accessory building may not be constructed prior to the construction of the main building.
Notwithstanding the above,the Company in its sole and uncontrolled discretion,reserves the
right to approve additional improvements provided that such improvements shall not be used
for occupancy.
C. A guest suite or like facility without a kitchen may be included as part of the main
dwelling on any Residential Lot, but such suite may not be rented or leased except as part of
the entire premises including the main dwelling, provided that such suite would not result in
overcrowding the Property, as determined by the Company in its sole and uncontrolled
discretion.
D. The provisions of this paragraph shall not prohibit the Company or its agents and
assigns from using any house, other dwelling units, or accessory buildings as a model or sales
office.
E.The exterior of each house,dwelling unit,and all other structures must be completed
(i) within one (1) year after the construction of same shall have commenced except where
such completion is impossible or would result in great hardship to the Owner or builder due
to strikes, fires, national emergency or natural calamities. Without the express written
approval of the Company, houses and other dwelling structures may not be temporarily or
permanently occupied until the exteriors thereof, including installation of landscaping, have
been completed to the satisfaction of the Company;provided, however, that in the event that
weather precludes the completion of landscaping prior to occupancy, Property Owner shall
fund such escrow to be held and administered by the Company to complete said landscaping
and Property after occupancy. The Owner of the Lot or Tract shall require the contractor to
maintain the Property in a reasonably clean and uncluttered condition during construction.
F. The failure to complete the exterior of any house, dwelling unit, or other structure
within the time limit set forth in paragraph 12(E)above shall constitute a violation and breach
of these covenants. The Company hereby reserves unto itself, its successors and assigns, a
right on, over, and under all Residential Lots for the purpose of taking any action necessary
to effect compliance with paragraph 12(E) above, including, but not limited to, the right to
enter upon any Property for the purpose of completing the exterior of such house, dwelling
unit or any other structure which is in violation of paragraph 12(E). Such entry shall not be
made until thirty(30) days after the Owner of the Property has been notified in writing of the
violation of these covenants, and unless such Owner has failed to complete said exterior
within said thirty(30) day period. The cost of such corrective action, when performed by the
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Company or its agents, shall be paid by the Owner of the Property on which the corrective
action is performed. The provisions of this paragraph shall not create any obligation on the
part of the Company to take any action to effect compliance with paragraph 12(E).
13. A.Each Property Owner of Residential Lots or Properties shall provide a screened
area to serve as a service yard and an area in which garbage receptacles, fuel tanks or similar
storage receptacles, electric and gas meters, air conditioning equipment, and other unsightly
objects must be placed or stored in order to conceal from view from the road and adjacent
Properties. Plans for such screened area delineating the size, design, specifications, exterior
color and finish, and location must be approved by the Company prior to construction. No
alteration in the exterior appearance of any screened area shall be made without prior written
approval by the Company.
Garbage receptacles and fuel tanks may be located outside of screened area only if
located underground, and such underground garbage receptacles and fuel tanks and their
location must, likewise,be approved by the Company prior to construction.
B. Garbage pickup shall take place at such locations as are approved or designated by
the Company. If curbside pickup occurs, Owner shall place the receptacles at the curb earlier
than twelve (12) hours before pickup and shall remove the same within twelve (12) hours
after pickup. Garbage and trash pickup shall be only by such company, companies or
individuals as are designated and approved in advance by the Association. The Association,
in its sole discretion, may designate from time to time one or more companies and/or
individuals for this purpose.
C. No clothing, laundry or wash shall be aired or dried on the exterior portion of any
Residential Lot or Property.
D. All toys, bicycles, tricycles, motorcycles, mopeds, and such other similar items
located on Residential Lots or adjacent streets shall be removed each evening to an area not
exposed to view from any other property or street. No animals, livestock or poultry of any
kind shall be raised, bred or kept on any of the property, except that dogs, cats or other
household pets may be kept subject to rules and regulations adopted by the Company, its
successors, or assigns. All pets not on the property of the Owner shall be under leash or totally
controlled in a similar manner at all times by the Owner.
14. No mobile home, trailer, barn or other similar outbuilding or structure shall be
placed on any Residential Lot at any time, either temporarily or permanently.
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15. No structure of a temporary character shall be placed upon any Residential Lot
at any time, provided, however, that this prohibition shall not apply to trailers, shelters or
temporary structures used by the contractor during the construction of the main dwelling unit,
it being clearly understood that these latter temporary shelters may not, at any time, be used
as residences or permitted to remain on the Property after completion of construction. The
design,location and color of structures temporarily placed on a Residential Lot by a contractor
must be approved in advance in writing by the Company.
16. No television antenna, satellite dish, radio receiver, radio sender, or other
similar device shall be attached to or installed on any Residential Lot or on the exterior portion
of any building or structure on any Residential Lot except as follows:
A. The provisions of this paragraph shall not prohibit the Company from
installing or approving the installation of equipment necessary for a master antenna
system, Community Antenna Television (C.A.T.V.), mobile radio systems, or other
similar systems within the Property; and
B. Should C.A.T.V. services or cable service be unavailable and good
television reception not be otherwise available,the Owner of a dwelling unit may make
written application to the Company for permission to install a television antenna, or
satellite dish which may be approved or denied in the sole and uncontrolled discretion
of the Company.
17. No Residential Lot shall be subdivided or its boundary lines changed,nor shall
application for same be made to Albemarle County, except with the prior written consent of
the Company. However, the Company hereby expressly reserves unto itself, its successors
and assigns, and its agent, the right to replant any Residential Lot(s), herein referred to as
"Lot(s)", owned by it and shown on the plat of any subdivision with the Properties in order to
create a modified building lot or lots; and to take such other steps as are reasonably necessary
to make such replanted Lot suitable and fit as a building site including,but not limited to, the
relocation of easements, walkways, rights of way, private roads, bike trails, bridges, parks,
recreational and community facilities, and other amenities to conform to the new boundaries
of said replanted Lot(s). The provisions of this paragraph shall not prohibit the combining of
two (2) or more contiguous lots into one(1)larger lot. Following the combining of two(2)or
more lots into one (1) larger lot, only the exterior boundary lines of the resulting larger lot
shall be considered in the interpretation of these covenants.
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ARTICLE IV
ADDITIONAL RESTRICTIONS TO IMPLEMENT
EFFECTIVE ENVIRONMENTAL AND
LAND MANAGEMENT CONTROLS
In order to protect the natural beauty of the vegetation, topography, and other natural
features of all Properties within Shepherds Ridge at Dunlora, the following environmental
and land management controls are hereby established:
1. Topographic and vegetative characteristics of Properties within Shepherds Ridge at
Dunlora shall not be altered by excavation, grading, removal, reduction, addition, clearing,
cutting,pruning,seeding,planting,transplanting,or any other means without the prior written
approval of the Company. In addition,the Company may, at its election,require prior written
approval of a landscape plan. Refusal or approval of plans or any alteration of topographic or
vegetative characteristic(s)by the Company may be based upon any ground, including purely
aesthetic considerations,which in the sole and uncontrolled discretion of the Company seems
sufficient.Written approval will be granted for the minimum amount of earth movement and
vegetation reduction required in plans and specifications approved pursuant to the provisions
of these covenants. Should written notice be served by the company upon any Property Owner
requiring corrective alteration of topographic and vegetative characteristics pursuant to
paragraphs 3 and 4 of this Article IV, such notice shall be deemed to constitute written
approval by the Company for such corrective alteration under the provisions of this paragraph.
2. Notwithstanding anything in the foregoing to the contrary, the Company
reserves the right to promulgate and amend from time to time landscape guidelines (referred
to herein as the "Landscape Guidelines") which shall establish approved standards, methods,
and procedures for landscape management on specific properties in Shepherds Ridge at
Dunlora, and such authorized standards, methods, and proceedings may be utilized by the
Owners of such specified properties without prior written approval by the Company;
provided,however, no trees measuring six (6) inches or more in diameter at a point two (2)
feet above ground level may be removed without the prior written approval of the Company.
Approval for the removal of trees located within ten (10) feet of the main dwelling or
accessory within ten (10) feet of the approved site for such building will be granted unless
such removal will substantially decrease the beauty of the Property. The provisions of this
paragraph 2 shall in no way constitute a waiver of the requirement to receive prior written
approval for any alteration of topographic or vegetation characteristics, pursuant to the
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provisions of paragraph 1, other than for those alterations specifically authorized in said
Landscape Guidelines.
3. In order to implement effective and adequate erosion control,the Company and
its agents shall have the right to enter upon any Property before or after a building or structure
has been constructed thereon for the purpose of performing any grading or landscaping work
or constructing and maintaining erosion prevention devices, provided, however, that prior to
exercising its right to enter upon the Properties for the purpose of performing any grading or
landscaping work or constructing or maintaining erosion prevention devices, the Company
shall give the Owner of the Property the opportunity to take any corrective action required by
giving the Owner of the Property written notice indicating what type of corrective action is
required and specifying in that notice that immediate corrective action must be taken by the
Owner. If the Owner of the Property fails to take the corrective action specified immediately,
the Company or its agent may then exercise its right to enter upon the Property in order to
take the necessary corrective action. The cost of such erosion prevention measures, when
performed by the Company or its agent, shall be kept as low as reasonably possible. The cost
of such work, when performed by the Company or its agent on Property, shall be paid by the
Owner thereof.
4. In order to implement effective undesirable pest and woods fire control, the
Company and its agents have the right to enter upon any Property for the purpose of moving,
removing, clearing, cutting, or pruning underbrush, weeds or other growth which in the
opinion of the Company detracts from the overall beauty, setting, and safety of Shepherds
Ridge at Dunlora. The cost of this vegetation control shall be kept as low as reasonably
possible and shall be paid by the Owner of the Property. Such entry shall not be made until
thirty (30) days after the Owner of the Property has been notified in writing of the need of
such work and unless such Owner fails to perform the work within said thirty(30)day period.
The provisions in this paragraph shall not create any obligation on the part of the Company
to mow, clear, cut or prune any Property.
5. In addition,the Company reserves unto itself, its successors and assigns, and its
agents, a perpetual, alienable, and releasable easement and right of way on, over, and under
any Property to dispense pesticides and take other actions which, in the opinion of the
Company, are necessary or desirable to control insects and vermin; and to cut fire breaks and
take other actions which, in the opinion of the Company, are necessary or desirable to control
fires on any Property or any improvements thereon; and for purposes of erosion control
allowed in paragraph 3 above.
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The rights reserved unto the Company, its successors and assigns, and its agents, in
paragraphs 3,4 and 5 above shall not be unreasonably employed and shall be used only where
necessary to effect the stated intents and purposes of said paragraphs.
ARTICLE V
MEMBERSHIP AND VOTING RIGHTS IN THE ASSOCIATION
1. Membership - The Company shall be a Member of the Association, and a
creditor who acquires title to the Properties or any portion thereof pursuant to foreclosure or
any other proceeding or deed in lieu of foreclosure shall be a Member of the Association.
Every Owner,unless otherwise specified, shall be a Member of the Association.Every Owner
shall be required to submit the name(s) of his/her tenant(s) and the duration of their tenancy
to the Secretary of the Association. The Association may issue to each Member a membership
card which shall expire upon sale by an Owner of his property in Shepherds Ridge at Dunlora.
Owners who are exempt from the payment of Assessments shall not be Members of the
Association unless otherwise specified herein.
2. Voting Rights - The Association shall have two (2) types of regular voting
membership and one(1)type of special voting membership which provides the Company, its
successors and assigns,with the power to elect a portion of the Board of Directors:
TYPE "A": Type "A" Members shall be all Owners, including the Company, its
successors and assigns, of Residential Lots and Family Dwelling Units. A Type"A"Member
shall be entitled to two(2)votes for each Residential Lot or each Family Dwelling Unit which
he owns.
TYPE "B": Members shall include all those Owners, including the Company, its
successors and assigns, of Unsubdivided Lands and platted Development Unit Parcels held
and intended for future development by the Company or a third party. A Type "B" Member
shall be entitled to one (1) vote for each One Hundred ($100.00) Dollars of Annual
Assessments paid to the Association. In computing the number of votes to which a Type "B"
Member shall be entitled, the amount of the Assessment paid shall be rounded to the nearest
One Hundred($100.00)Dollars.
TYPE "C": The Type "C" Member shall be the Company, its successors and assigns.
The Type "C" Member shall be entitled to elect a portion of the Board of Directors as set out
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in Section 4 of this Article VI,but will have no votes on other matters.Type "C" Membership
shall terminate upon conveyance by the Company or its successors or assigns of the entirety
of its interest in the Property and additions thereto.
Payment of Special Assessments shall not entitle Members to additional votes.
When any property entitling the Owner to membership as a Type "A" or"B" Member
of the Association is owned or recorded in the name of two (2) or more persons or entities,
whether fiduciaries,joint tenants, tenants in common, tenants in partnership or in any other
manner of joint or common ownership, or if two (2)or more persons or entities have the same
fiduciary relationship respecting the same property, then unless the instrument or order
appointing them or creating the tenancy otherwise directs and it or a copy thereof is filed with
the Secretary of the Association, their acts with respect to voting shall have the following
effect:
(1) If only one (1)votes, in person or by proxy, his act shall bind all;
(2) If more than one (1) votes, in person or by proxy, the act of the majority so
voting shall bind all;
(3) If more than one(1)votes, in person or by proxy,but the vote is evenly split on
any particular matter, each fraction shall be entitled to its proportionate share of
the vote or votes;
(4) If the instrument or order filed with the Secretary of the Association shows that
any tenancy is held in unequal interest, a majority or even split under
subparagraphs (2) and (3) immediately above shall be a majority or even split
in interest in the property to which the vote(s) is attributable;
(5) The principals of this paragraph shall apply, insofar as possible,to execution of
proxies,waivers, consents or objections, and for the purpose of ascertaining the
presence of a quorum.
3. Governance - The Association shall be governed by a Board of Directors
consisting of four(4) members.The term of such Directors is to be determined in accordance
with the provisions of the Articles of Incorporation of the Association. Except as may be
otherwise provided in the Articles of Incorporation,there shall be two (2)classes of Directors:
Class I Directors shall be elected by the Type "A" and "B" members and Class II Directors
shall be elected by the Type "C" members.
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4. Election of the Board of Directors —
(a) Each member of Type "A" and"B"Membership classes shall be entitled
to as many votes as equals the total number of votes he is entitled to based on his
Ownership of one (1) or more of the various classifications of property as computed
by the formula set out in Section 2 hereof. Each member may cast the total number of
votes to which he in entitled for each vacancy to be filled by a Class I Director.
Cumulative voting shall not be allowed. Members, except the Type "C" Membership,
are divided into classes for the purpose of computing voting rights and shall note vote
as a class.
(b) The Board of Directors shall consist of two classes of Directors, one
Director elected by Class "C" members (The "Class II" Director) and three Directors
shall be elected by Class "A" and "B" Members (The "Class P" Directors).
5. Quorum Required for Any Action Authorized at Regular or Special Meetings
of the Association - The quorum required for any action which is subject to a vote of the
Members at an open meeting of the Association shall be as follows:
(A) The first time a meeting of the Members of the Association is called to
vote on (i) an increase in the Maximum Regular Annual Assessment greater than that
provided for by subparagraph (a) of Section 3 of Article VII hereof; (ii) a Special
Assessment as provided for by Section 4 of Article VII hereof; (iii)the gift or sale of
any parcel of land and improvements thereon designated as a Common Area or
Restricted Common Area; (iv) an Amendment to this Declaration; or (v) the
termination of this Declaration, the presence at the meeting of Members or proxies
entitled to cast thirty percent (30%) of the total vote of the Membership required for
such action shall constitute a quorum.
(B) The first time a meeting of the Members of the Association is called to
vote on any action proposed to be taken by the Association, other than that described
in subparagraph(A) above,the presence at the meeting of Members or proxies entitled
to case fifteen percent (15%) of the total vote of the Membership required for such
action shall constitute a quorum.
If the required quorum is not present at any meeting described in paragraphs(A)or(B)
above, with the exception of an meeting called to vote on the termination of this Declaration,
another meeting or meetings may be called subject to the giving of proper notice and the
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required quorum at such subsequent meeting or meetings shall be one-half (1/2) of the
required quorum at the preceding meeting.
Unless otherwise provided, any reference hereafter to "votes cast at a duly called
meeting" shall be construed to be subject to the quorum requirements established by this
Article and any other requirements for such "duly called meeting" which may be established
by the Bylaws of the Association. For the purpose of this section, "proper notice" shall be
deemed to be given when not less than thirty (30) days prior to the date of the meeting at
which any proposed action is to be considered.
6. Proxies-All Members of the Association may vote and transact business at any
meeting of the Association by proxy authorized in writing.
7. Ballots by Mail - When desired by the Board of Directors, there shall be sent
with notices of regular or special meetings of the Association, a statement of certain motions
to be introduced for vote of the Members and a ballot on which each Member may vote for
or against each such motion. Each ballot which is presented at such meeting shall be counted
in calculating the quorum requirements set out in Section 5 of this Article provided, however,
such ballots shall not be counted in determining whether a quorum is present to vote upon
motions not appearing on the ballot.
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ARTICLE VI
PROPERTY RIGHTS IN THE COMMON AREAS
I.Members'Easements of Enjoyment in Common Areas - Subject to the provisions of
these Covenants, the rules and regulations of the Association, and any fees or charges
established by the Association, every Member, and every guest of such Member, shall have a
right of easement of enjoyment in and to the Common Areas, except that Owners may have
restricted or limited rights as set forth herein or in later declarations, and such easement shall
be appurtenant to and shall pass with the title of every Residential Lot,Family Dwelling Unit,
Development Unit Parcel, or an Unsubdivided Land.
Employees of the Type "B"Member and its agent,the Developer, shall have access to
and enjoyment of the Common Areas subject to rules and regulations and user fees established
by the Board of Directors.
A Member's spouse,parents, and children who reside with such Member in Shepherds
Ridge at Dunlora shall have the same easement of enjoyment hereunder as a Member.
In those instances where a Residential Lot or Family Dwelling Unit or other property
in Shepherds Ridge at Dunlora is owned by a corporation or other business entity, such
corporations or other entity shall annually appoint one (1) person as the "Primary Member".
Such Primary Members shall have the same easement of enjoyment in the Common Areas as
Members who own or occupy such property singularly.The remaining officers and employees
of such corporation shall be entitled to an easement of enjoyment in the Common Areas by:
(1) Paying the same use fees as guest of Members, or
(2) By paying to the Association annually an amount equal to the Annual
Assessment charged against the property in which he or she owns a fractional
interest. The payment of such amount shall not entitle such remaining officers
any additional votes in the Association.
As determined in the sole and uncontrolled discretion of the Board of Directors of the
Association, certain Owners of Exempt Properties, and guests of the Association, may have
access to and enjoyment of the Common Areas subject to rules and regulations and user fees
established by the Board of Directors.
2. Members' Easement of Enjoyment in Restricted Common Areas - Subject to the
provisions of these Covenants, and supplemental covenants, the rules and regulations of the
24
Association, and any fees or charges established by the Association, a designated Member
shall have a right and easement of enjoyment in and to the Restricted Common Areas and
such easement shall be appurtenant to and shall pass with the title of the real estate. By an
affirmative vote of seventy-five percent(75%) of the votes cast by Owners having the use of
the Restricted Common Area at a meeting of the Association called for the purpose of voting
on such proposal, a "Restricted Common Area" may be changed into an unrestricted
"Common Area". Employees of the Company and its agent,the Developer, shall have access
to and enjoyment of the Restricted Common Areas, subject to rules,regulations and user fees
established by the Board of Directors.
3. Title to Common Areas and Restricted Common Areas
(A) The Company covenants for itself, its successors and assigns, that it shall
convey Common Areas and Restricted Common Areas by deed to the Association,at not cost
to the Association, and subject to (i) all restrictions and limitations imposed by this
Declaration as it may be amended or supplemented, including, without limitation, all rights
of easement and rights of entry reserved unto the Company, its successors and assigns; (ii)all
other restrictions and limitations of record at the time of conveyance, (iii) any restrictions,
limitations, conditions, or determinations as to the purposes and uses of the conveyed
properties as stipulated in said deed; (iv) deeds of trust of record (but the Company shall
covenant to hold the Association and the property harmless from the lien secured by the Deed
of Trust); and (v) any commitments by the Company to construct certain improvements
thereon as stipulated in said deed. Upon conveyance, such parcels of land and any
improvements thereon shall become Common Areas or Restricted Common Areas as
designated in said deed.
(B) The Association shall not refuse the conveyance to it of any Common Area or
Restricted Common Area and shall not refuse the designation of any parcel of land or any
improvements thereon as an Intended Common Area or Intended Restricted Common Area
through the express, written notification by the Company to the Association of intent to
convey said property to the Association,and,further,the Association shall not refuse to accept
any Intended Common Area or Intended Restricted Common Area as a Common Area or
Restricted Common Area at such time as the Company,in its sole and uncontrolled discretion,
deems it advisable to convey such property to the Association.
(C) Upon conveyance of any parcel of land and any improvements thereon as a
Common Area or Restricted Common Area by the Company or any other third party, the
Association shall immediately become responsible for all maintenance and operation of said
property, and for such additional construction of,improvements thereon as may be authorized
25
by the Association's Board of Directors subject to the terms of this Declaration. It is the
purpose of this provision to provide that the Association shall be responsible for all
maintenance and operation of all Common Areas and Restricted Common Areas.
(D) Notwithstanding anything in the foregoing to the contrary, the Company
reserves unto itself, its successors and assigns, and its agents, the right to enter upon any
Intended Common Area, Intended Restricted Common Area, Common Area, or Restricted
Common Area for the purpose of constructing or maintaining community facilities thereon.
The provisions of this paragraph shall in no way create any obligation on the part of the
Company to construct or maintain any such facilities on said properties.The Company further
reserves for itself,its assignees and successors the right to reserve and to grant to third parties
such easements as it may deem necessary over Common Areas and Restricted Common
Areas.
(E) Natural areas, tree preservation areas, trail areas, etc. may be designated from
time to time as Intended Common Areas or Intended Restricted Common.Areas, and shall be
conveyed in large or small parcels from time to time after the Company has completed the
surveying and platting. Written notification designating such properties as Intended Common
Areas or Intended Restricted Common Areas will not normally show metes and bounds and,
in any event,the metes and bounds as shown on the recorded plat and deed to the Association
shall govern.
(F) Notwithstanding anything in the foregoing to the contrary, the Company shall
not be required to convey the above referenced parcels where such conveyance would be
prohibited under agreements existing on the date hereof,but, in such case, shall be allowed to
postpone such conveyance, without penalty, until such time as said prohibition may be
nullified.
4. Extent of Members' Easements
The rights and easements of enjoyment created hereby shall be subject to the following:
(A) The right of the Association in accordance with its Bylaws, to borrow money
from the Company or any lender for the purpose of improving and/or maintaining the
Common Areas and Restricted Common Areas, and providing services authorized herein and
in aid thereof to mortgage said properties provided, however,that any such mortgage is with
the prior consent of two-thirds of the Members of the Association, which consent may be
evidenced by petition or by an affirmative vote of two-thirds of the Members of the
Association voting in person or by proxy at a duly called meeting of the Association.
26
(B) The right of the Association to take such steps as reasonably necessary to protect
the above-described properties against foreclosures.
(C) The right of the Association to suspend the rights and easements of enjoyment
of any Member or guest of any Member for any period during which the payment of any
Assessment against property owned by such Member remains delinquent, and for any period
not to exceed sixty(60)days for each infraction of its published rules and regulations,it being
understood that any suspension for either nonpayment of any Assessment or a breach of the
rules and regulations of the Association shall not constitute a waiver or discharge of the
Member's obligation to pay the Assessment, and, provided that the Association shall not
suspend the right to use any roads belonging to the Association subject to the rules,regulations
and fees, if any, established by the Association for such use.
(D) The right of the Association to charge reasonable admission and other fees and
dues for the use of recreational facilities and services on the Common Areas and Restricted
Common Areas.
(E) The right of the Company or the Association by its Board of Directors to dedicate
or transfer to any public or private utility, utility or drainage easements on any part of the
Common Areas and Restricted Common Areas.
(F) The right of the Association to give or sell all or any part of the Common Areas
and Restricted Common Areas, including leasehold interests, subject to (i)the limitations and
restrictions, imposed by this Declaration as it may be amended or supplemented(ii) all other
restrictions and limitations of record at the time of conveyance, to any public agency,
authority,public service district,utility, or private concern for such purposes and(iii) subject
to such conditions as may be agreed to by the Members provided,however,that no such gift
or sale of any parcel of land and improvements thereon, or determination as to the purposes
or as to the conditions thereof, shall be effective unless such dedication, transfers, and
determinations as to purposes and conditions shall be authorized by the affirmative vote of
three-fourths(3/4) of the votes cast at a duly called meeting of the Association, subject to the
quorum requirements,and unless written notice of the meeting and of the proposed agreement
and action thereunder is sent to every Member of the Association at least thirty(30)days prior
to such meeting and as to Restricted Common Areas the affirmative vote of three-fourths(3/4)
of the owners having the use of the Restricted Common Areas. A true copy of such resolution
together with a certificate of the results of the vote taken thereon shall be made and
acknowledged by the President or Vice President and Secretary or Assistant Secretary of the
Association and such certificate shall be annexed to any instrument of dedication or transfer
27
of any parcel of land and improvements thereon affecting the Common Areas or Restricted
Common Areas prior to the recording thereof. Such certificates shall be conclusive evidence
of authorization by the membership. The gift or sale of any personal property owned by the
Association shall be determined by the Board of Directors in its sole and uncontrolled
discretion.
ARTICLE VII
COVENANTS FOR ASSESSMENTS
1. Creation of the Lien and Personal Obligation of Assessments - The Company
covenants, and each Owner of any Residential Lot,Family Dwelling Unit,Development Unit
Parcel, and Unsubdivided Land located within the Properties, whether or not it shall be so
expressed in any such deed or other conveyance, shall be deemed to covenant and agree to all
the terms and provisions of this Declaration and to pay to the Association: (a) Annual
Assessments or charges; and (b) Special Assessments or charges for the purposes set forth in
this Article, such Assessments to be fixed, established and collected from time to time as
herein provided. The Annual and Special Assessments, together with such interest thereon
and costs of collection thereof, including a reasonable attorney's fee as herein provided, shall
be a charge and continuing lien on the real property and improvements thereon against which
each such Assessment is made. Each such Assessment, together with such interest thereon
and cost of collection thereof including a reasonable attorney's fee as herein provided, shall
also be the personal obligation of the person who was the Owner of such real property at the
time when the Assessment first became due and payable. In the case of co-ownership of a
Residential Lot,Family Dwelling Unit,Development Unit Parcel or any Unsubdivided Land,
all of such co-owners shall be jointly and severally liable for the entire amount of the
Assessment.
2. Purpose of Assessments - The Annual Assessments levied by the Association
shall be used exclusively for the improvement,maintenance, enhancement, enlargement, and
operation of the Common Areas, Restricted Common Areas, Intended Common Areas, and
Intended Restricted Common Areas, and to provide services which the Association is
authorized to provide.
3. Application of "Maximum" Assessment - The Maximum Regular Annual
Assessment, as set forth in the schedule below, and as is automatically increased annually
pursuant to the provisions hereof, shall be levied by the Association. If, however, the Board
of Directors of the Association, by majority vote, determines that the important and essential
functions of the Association may be properly funded by an Assessment less than the
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Maximum Regular Annual Assessment, it may levy such lesser Assessment provided,
however, so long as the Company is engaged in the development of properties which are
subject to the terms of this Declaration, the Association may not reduce Assessments below
those set out in Section 3(A)below without the written consent of the Company. The levy of
an Assessment less than the Maximum Regular Annual Assessment in one year shall not
affect the Board's right to levy an Annual Assessment equal to the Maximum Regular Annual
Assessment in subsequent years.
If the Board of Directors shall levy less than the Maximum Regular Annual
Assessment for any Assessment year and thereafter, during such Assessment year, determine
that the important and essential functions of the Association cannot be funded by such lesser
Assessment, the Board may, by majority vote, levy a Supplemental Assessment. In no event
shall the sum of the initial and Supplemental Assessments for that year exceed the applicable
Maximum Regular Annual Assessment.
If the Board of Directors,by majority vote, determines that the important and essential
functions of the Association will not be properly funded in any one year, it may request
approval of a specified increase in the Maximum Regular Annual Assessment for either
year only,or for that one year and any number of subsequent years,by a favorable vote
of seventy-five percent (75%) of the votes cast at a duly called meeting of the Association.
Should the Members vote in favor of such proposed increase, it shall be deemed approved
and may be levied by the Board. An increase in the Maximum Regular Annual Assessment
for one year only pursuant to the provisions hereof shall in no way affect the Maximum
Regular Annual Assessment for subsequent years or increases thereof in subsequent years.
(A)The Maximum Regular Annual Assessment as of the date of these covenants and
restrictions shall be the sums calculated in accordance with the following Assessment
Schedule, and shall be automatically increased in each instance by an inflation adjuster as set
forth in Section (3)(H) of this Article, and as may be increased pursuant to the provisions set
forth immediately above:
Property Type Annual Assessment
Residential Lot owned by Declarant, $ 30.00 per lot
its successors and assigns
Residential Lot after conveyance $ 60.00 per lot
By Declarant, its successors and assigns
Family Dwelling Unit owned by $ 648.00 per unit
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Declarant, its successors and assigns
Family Dwelling Unit after $ 864.00 per Unit
conveyance by Declarant, its
successors and assigns.
Development Unit Parcel $ 5.00 per acre
Unsubdivided Land $ 5.00 per acre
(B) Property shall not be classified for purposes of the Annual Assessments as a
Residential Lot until all of the following have occurred:
(1) Recording of a plat in the Clerk's Office of the Circuit Court of Albemarle County,
Virginia, showing such Residential Lot; and
(2) The Residential Lot has been placed on an "Inventory List" as stated in these
Covenants; and
(3) In those cases where the Lot is owned by any third party other than the Company,
the Company's Affiliates, the Developer, or the Developer's Affiliates, the
Residential Lot is sufficiently developed to be subject to Assessment, in the sole
and uncontrolled discretion of the Board of Directors of the Association, as a
Residential Lot.
(C) Property shall not be classified for purposes of Annual Assessments as a
Development Unit Parcel until such time as its exact metes and bounds have been surveyed
and plat thereof identifying or designating such property as a Development Unit Parcel is
recorded in the Clerk's Office of the Circuit Court of Albemarle County, Virginia; provided,
however, that any property within said parcel of land which also qualifies as an Exempt
Property shall not be deemed part of said Development Unit Parcel for the purpose of
calculating Assessments or votes. At such time as a Development Unit Parcel, or a portion of
said Development Unit Parcel, is further subdivided and classifiable as a Residential Lot or
Lots, said property or such portion of said property shall then be classified as a Residential
Lot or Lots and, in addition, the remaining number of acres to be assessed as a Development
Unit Parcel shall be calculated by subtracting (i) the number of acres within the property
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which have been classified as a Residential Lot or Lots from (ii) the total number of acres
within the original Development Unit Parcel.
(D) For purposes of these Annual Assessments, all properties which have not been
subdivided into and classified as Residential Lots, Development Unit Parcels or Family
Dwelling Units shall be classified as Unsubdivided Land provided, however, that
Unsubdivided Land shall not include any property which also qualifies as Exempt Property.
(E) Assessments shall be billed annually, quarterly,monthly, or on such other basis
as may be determined by the Board of Directors. The billing schedule shall be the same for
all properties of a specified category, however, the Board of Directors, in its sole discretion,
may establish different schedules for the billing of Assessments due from different categories
of property. All Assessment bills shall be due and payable ninety (90), thirty (30) of fifteen
(15)days from the date of mailing of same as determined by the Board of Directors provided
however,that if the Board of Directors elects to utilize a Billing Agent,the Billing Agent shall
set the date on which Assessment bills shall be due and payable.
(F) The Board of Directors may authorize a Billing Agent to collect the
Assessments provided for herein.
(G) The Owner of any assessable property which changes from one category to
another during an Assessment year shall be billing an additional amount for the remaining
full quarters of such yeas to reflect the category change.
(H) From and after January 1, 2017, the Maximum Regular Annual Assessment
shall be automatically increased each year by an amount of up to ten percent(10%)per year
over the previous year, or the percentage increase between the first and last months of the
thirteen (13) month period terminating at the end of the third (3rd) quarter of the previous
Assessment year in the "The Consumer Price Index,U.S. City Average and Selected Areas",
whichever of these two percentage figures is larger. If the C.P.I. is discontinued, then there
shall be used the most similar index published by the United States Government that may be
procured indicating changes in the cost of living.
(I) Any increase in the Maximum Regular Annual Assessment shall be made in
such a manner that the proportionate increase in such Assessment is the same for owners of
all Residential Lots or Family Dwelling Units. Any time the actual Assessment levied by the
Board of Directors of the Association is less than the Maximum Regular Annual Assessment,
such decrease shall be proportionate among the Owners of all Residential Lots.
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4. Special Assessments for Improvements and Additions — In addition to the
Maximum Regular Annual Assessments authorized by Section 3 hereof,the Association may
levy Special Assessments for the following purposes:
(A)Construction,reconstruction,repair, or replacement of capital improvements upon
the Common Areas, Restricted Common Areas, Intended Common Areas, or Intended
Restricted Common Areas, including the necessary fixtures and personal property related
thereto;
(B) For additions to the Common Areas or Restricted Common Areas;
(C) To provide for the necessary facilities and equipment to offer the services
authorized herein; and
(D) To repay any loan made to the Association to enable it to perform the duties and
functions authorized herein.
Such Special Assessment, before being charged, must have received the approval of
the Members of the Association by the favorable vote of fifty-one percent(51%) of the votes
cast at a duly called meeting of the Association. The notice of such meeting shall include one
(1) statement from those Directors favoring the Special Assessment, and one (1) statement
from those Directors opposing the Special Assessment, containing the reasons for those
Directors' respective support and opposition for the Assessment. Neither statement shall
exceed two (2)pages in length.
This provision shall be interpreted to mean that the Association may make in any one
year an Annual Assessment up to the maximum set forth in Section 3 of this Article, plus an
additional Special Assessment. Such Special Assessment in any one year may not exceed a
sum equal to the amount of the Maximum Regular Assessment for such year except for
emergency or repairs required as a result of storm, fire,natural disaster, or other casualty loss.
The fact that the Association has made an Annual Assessment for an amount up to the
Maximum Regular Annual Assessment shall not affect its right to make a Special Assessment
during the year.
The proportions of each Special Assessment to be paid by the Owners of the various
classifications of assessable property shall be equal to the proportion of the Annual
Assessments levied for the Assessment year during which such Special Assessments are
approved by the Members.
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5. Assessments for Restricted Common Areas - In addition to the Maximum
Regular Annual Assessments and Special Assessments, the Association may levy
Assessments and Special Assessments to Owners having the enjoyment of Restricted
Common Areas,which assessment will be used for the Restricted Common Area for the same
purposes as the Regular Assessments and Special Assessments are used for the Common
Areas.
6. Reserve Funds - The Association shall establish reserve funds from its Annual
Assessments to be held in reserve in an interest drawing account or investments as a reserve
for:
(A) Major rehabilitation or major repairs;
(B) Emergency and other repairs required as a result of storm, fire, natural disaster,
or other casualty loss; and
(C) Initial costs of any new service to be performed by the Association.
7. Special Assessments for Neighborhood Areas - On petition of seventy-five
percent (75%) of all Owners within a particular Neighborhood Area, or contiguous
Neighborhood Areas,as such may be designated on a recorded subdivision plat,the Board of
Directors of the Association may levy a Special Assessment applicable only to each Owner
within the immediate Neighborhood Area or Areas, to undertake special neighborhood
improvements, neighborhood rehabilitation or construction, special neighborhood security
and neighborhood maintenance. If such Special Assessment be proposed by the Board of
Directors of the Association rather than by petition as provided for herein,then such proposal
shall be submitted to a referendum of all Owners the particular Neighborhood Area or Areas,
and such Special Assessment shall be levied upon each such Owner only upon a favorable
response by not less than seventy-five percent (75%) of the votes entitled to be cast voting in
favor of such Special Assessment.
In the event of election by the Members of a Neighborhood Area to be assessed by the
Association for special improvements,construction,security,or maintenance,the Association
shall be authorized to borrow money to fund such special improvements, construction,
security, or maintenance, and to repay any such loan with the receipts from the Special
Assessment authorized therefor.
8. Changes in Maximum Amounts of Annual Assessments Upon Merger or
Consolidation-The limitations of Section 3 hereof shall apply to any merger or consolidation
in which the Association is authorized to participate,and under the Bylaws of the Association.
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9. Date of Commencement of Annual Assessments, Due Date- Notwithstanding
anything in the foregoing to the contrary, the Annual Assessments provided for herein shall
commence no earlier than January 1, 2017.
10. Duties of the Board of Directors - The Board of Directors of the Association
shall fix the amount of the Annual Assessment against each Residential Lot or Family
Dwelling Unit, and shall at that time direct the preparation of an index of the Properties and
Annual Assessments applicable thereto, and any Assessments for Restricted Common Areas,
Neighborhood Area Assessment and any Special Assessments applicable thereto,which shall
be kept in the office of the Association and which shall be open to inspection by any Member.
Written notice of Assessments shall thereupon be sent to every Member subject thereto.
The Association shall upon demand at any time furnish to any Owner liable for said
Assessments a certificate in writing signed by an Officer of the Association, setting forth
whether said Assessments have been paid. Such certificate shall be conclusive evidence
against all but the Owner of payment of any Assessment therein stated to have been paid. If
the Board of Directors authorizes a Billing Agent to collect Assessments,the certificate of the
said Billing Agent shall be conclusive evidence against all but the Owner of payment of any
Assessment therein stated to have been paid.
The Association shall comply with the terms of Section 55 of the Code of Virginia,
1950, as amended.
11. Effect of Non-Payment of Assessment The Personal Obligation of the Owner;
the Lien: Remedies of Association - If the annual Assessment or any Special Assessment or
an Assessment or Special Assessment for Restricted Common Areas or Neighborhood
Assessment is not paid on or before the past due data specified in Section 3 hereof, then such
Assessment shall become delinquent and shall(together with interest thereon at the maximum
annual rate permitted by law accruing from the due date and cost of collection thereof
including a reasonable attorney's fee as herein provided) become a charge and a continuing
lien on the land and all improvements thereon, against which each such Assessment is made.
If the Assessment is not paid within thirty (30) days after the past due date, the
Association may bring an action at law against the Owner personally and there shall be added
to the amount of such Assessment the costs of preparing the filing of the complaint and a
reasonable attorney's fee, and in the event a judgment is obtained,such judgment shall include
interest on the Assessment as above provided and a reasonable attorney's fee together with
the costs of the action.
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If the Board of Directors of the Association elects to utilize a Billing Agent to collect
Assessments, interest which shall accrue on past due sums will be the maximum interest rate
which such agent may lawfully charge.
12. Subordination of the Lien - The continuing lien of the Assessments provided
for herein shall be subordinate to the lien of any first or second deed of trust now or hereafter
placed upon any properties subject to Assessment, and, in addition, shall be subordinate to
the lien of the cost of corrective action placed upon any properties subject to Assessment. In
the event a creditor acquires title to any property subject to Assessment pursuant to
foreclosure or any other proceeding or deed in lieu of foreclosure, said property shall be
subject to Assessments accruing after such acquisition.
13. Exemptions - The following property, individuals, partnership, or corporations
subject to this Declaration shall be exempted from the Assessments,charges,and liens created
herein:
(A) All lands designated on the Site Plan for intended use or by actual use of
indoor and outdoor recreational and community facilities owned and operated by the
Company, the Company's Affiliates, the Developer, the Developer's Affiliates, the
Association, and any other Home Owners Association organized by the Company or
by others with the consent of the Company if such Home Owners Association operates
such facilities within the Properties for the private use of its members or the Members
of the Association; places of worship; libraries; fire stations and rescue squads; post
offices, day care centers, nursery schools, and other schools and instructional centers;
nonprofit or charitable core unity, civil, or cultural clubs and institutions; and other
similar community facilities which the Board of Directors of the Association, in its
sole and uncontrolled discretion, may designate as Exempt Properties;
(B) All lands and any improvements thereon designated in any way as
Common Areas, Intended Common Areas or Restricted Common Areas or Intended
Restricted Common Areas;
(C) All lands and any improvements thereon committed to the Association
through express, written notification by the Company to the Association of intent to
convey to the Association, including without limitation, Intended Common Areas and
Intended Restrict Common Areas;
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(D) Property which is used for the maintenance, operation and service of
facilities within Common Areas and Intended Restricted Common Areas;
(E) Property which is used for the maintenance, operation, and service of
utilities within the Properties; and
(F) The grantee in conveyances made for the purpose of granting utility
easements.
(G) Lots or property specifically exempted by the Company, its successors
or assigns. Such exemption shall be in writing and contain specific terms and
conditions, including a date certain on which such exemption shall expire.
14. Annual Statements - The President, Treasurer, or such other Officer as may have
custody of the funds of the Association shall annually, within ninety(90) days after the close
of the fiscal year of the Association, prepare and execute under oath a general itemized
statement showing the actual assets and liabilities of the Association at the close of such fiscal
year, and a statement of revenues, costs and expenses. It shall be necessary to set out in the
statement the name of any creditor of the Association; provided, however, that this
requirement shall be construed to apply only to creditors of more than One Thousand and
no/100 ($1,000.00) Dollars. Such Officer shall furnish to each Member of the Association
who may make a request therefor in writing, a copy of such statement, within thirty(30)days
after receipt of such request. Such copy may be furnished to the Member either in
person or by mail. Any holder of a first mortgage, or lot(s), or unit(s) shall be entitled upon
written request, to a financial statement for the immediately preceding fiscal year.
15. Annual Budget-The Board of Directors shall prepare and make available to all
Members, at least sixty (60) days prior to the first day of the following fiscal year, a budget
outlining anticipated receipts and expenses for the following fiscal year. The financial books
of the Association shall be available for inspection by all Members at all reasonable times.
ARTICLE VIII
FUNCTIONS OF ASSOCIATION
1. Ownership and Maintenance of Properties-Notwithstanding the fact that all roads
within the Property as identified on all recorded subdivision plats will be built to State
specifications, dedicated to public use by such subdivision plats, and are intended to be
offered and accepted into the State system, no public agency, including the Virginia
36
Department of Transportation and the County of Albemarle, Virginia shall be responsible for
maintaining any improvements identified herein. The Association or a designated agent shall
be authorized to own and/or maintain in perpetuity Common Areas including Tree
Preservation Areas, Restricted Common Areas, Intended Common Areas, and Intended
Restricted Common Areas,Access and Emergency Access Easements,Landscape Easements,
equipment, furnishing, and improvements devoted to,but not limited to, the following uses:
(A) For roads, roadways, roadway medians and parkways along said roads or
roadways,cul-de-sac islands,and neighborhood or other area entrances or Emergency Access
easements through the Properties;
(B) For sidewalks, walking or jogging paths or trails, bicycle paths, pedestrian
underpasses and bridle paths through the Properties;
(C) For transportation facilities throughout the Properties other than privately
owned automobiles, e.g., buses, electric vehicles, etc.;
(D) For security and fire protection services including security stations,
guardhouses, police equipment, fire stations and fire fighting equipment, and buildings used
in maintenance functions;
(E) For emergency health care including ambulances, rescue squad facilities,
emergency care medical facilities, and the equipment necessary to operate such facilities;
(F) For providing any of the services which the Association is authorized to offer
under Section 2 and Section 3 of this Article;
(G) For purposes set out in deeds by which Common Areas and Restricted Common
Areas are conveyed to the Association,provided that such purposes shall be approved by the
Members of the Association as set out in Section 4 of this Article;
(H) For indoor and outdoor recreational and community facilities;
(I) For water and sewage facilities and any other utilities, if not adequately
provided by a private utility or Albemarle County, Virginia;
(J) For picnic areas and ponds.
2. Services -The Association shall be authorized but not required, except as specified
in Section 3 of this Article,to provide the following services;
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(A) Cleaning and maintenance of all roads,roadways,roadway medians,parkways,
cul-de-sac islands, neighborhood and other area entrances, ponds, parks, sidewalks, walking
trails, bike trails, Common Areas, Intended Common Areas, Restricted Common Areas,
Intended Common Areas, Intended Restricted Common Areas, and also all public properties
which are located within or in a reasonable proximity to the Properties such that their
deterioration would affect the appearance of the Properties as a whole;
(B) Landscaping and beautification of roads, roadways, roadway medians,
parkways,cul-de-sac islands,neighborhood and other area entrances,ponds,parks,sidewalks,
walking paths,bike trails, Common Areas,Restricted Common Areas and Intended Restricted
Common Areas;
(C) Transportation facilities other than privately owned automobiles, e.g., buses,
electric vehicles, etc.;
(D) Lighting of roads, sidewalks, walking paths, bike trails, parking lots, and any
recreational and community facilities located within the Properties;
(E) Police protection and security, including,but not limited to,the employment of
police and security guards, maintenance of electronic and other security devices and control
centers for the protection of persons and property within the Existing Property,and assistance
in the apprehension and prosecution of persons who violate the laws of the State of Virginia
or the County of Albemarle,within the Properties;
(F) Fire protection and prevention of all improvements to the Common Areas;
(G) Garbage and trash collection and disposal of all improvements to the Common
Areas;
(H) Insect and pest control to the extent that it is necessary or desirable in the
judgment of the Board of Directors of the Association to supplement the service provided by
the state and local governments;
(I) The services necessary or desirable in the judgment of the Board of Directors
of the Association to carry out the Association's obligations and business under the terms of
this document;
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(J) To take any and all actions necessary to enforce all Covenants and Restrictions
affecting the Properties and to perform any of the functions or services delegated to the
Association in any Covenants or Restrictions applicable to the Properties;
(K) To set up and operate an Architectural Review Board for all Common Areas or
Restricted Common Areas, and, in the event that the Association is designated by the
Company as the agent or the Assignee of the Company for such purposes, to extend the
operation of the Architectural Review Board to all properties within Shepherds Ridge at
Dunlora;
(L) To provide day care and child care services;
(M) To conduct instructional, recreational, sports, crafts, social and cultural
programs of interest to Members, their families and guests.
(N) To provide legal and scientific resources for the improvement of air and water
quality within the Properties;
(0) To provide safety equipment for storm emergencies;
(P) To support the operation of transportation services between key points of the
Properties and the airports, other public transportation terminals and public centers serving
the area surrounding the Properties;
(Q) To construct improvements on Common Areas, Restricted Common Areas,
Intended Common Areas, or Intended Restricted Common Areas for use for any of the
purposes authorized in this Article, or as may be required to provide any of the services
authorized in this Article;
(R) To provide administrative services, including, but not limited to, legal,
accounting, and financial and communication services (including, but not limited to
community newsletters and newspapers)to inform members of activities,notices of meetings,
referendums, and other issues and events of community interest;
(S) To provide liability and hazard insurance covering improvements and activities
on and within the Common Areas and Restricted Common Areas;
(T) To provide water, sewage, and any necessary utility services not provided by a
public body,private utility or the Company;
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(U) To provide, conduct, or maintain water pollution abatement measures;
(V) To construct mailboxes, signs, and other standard features for use throughout
the Properties; and
(W) To provide any or all of the above listed services to another association of
Owners of real property under a contract,the terms of which must be approved by the Board
of Directors.
3. Minimum List of Functions and Services - The "Minimum List of Functions
and Services" shall establish and define the minimum level of functions and services which
the Association must furnish to its Members. So long at the Company is engaged in the
development of Properties which are subject to the terms of this Declaration,the Association
shall not reduce the level of functions and services it furnished to its Members below such
minimum level without the prior written consent of the Company. The "Minimum List of
Functions and Services" is as follows:
(A) The Association shall provide or procure the administrative services necessary
to carry out the Associations obligations and business under the terms of this Declaration,the
Articles of Incorporation of the Association, and the Bylaws of the Association, including,
but not limited to, legal, accounting, financial, and communications services.
(B) The Association shall administer and enforce the covenants and restrictions
established in this Declaration, and subsequent declarations including, but not limited to, the
following:
(i) The Association shall set Assessments, levy cash Assessments, notify the
Member of such Assessments, and collect such Assessments;
(II) The Association shall prepare accurate indexes of Members, Property
Classifications, Votes, Assessments, the Cumulative Maximum Number of
Residential Lots Authorized in the Properties,and the Maximum Regular Annual
Assessment;
(III) The Association shall operate an Architectural Review Board;
(IV) The Association shall maintain and operate all Common Areas, Restricted
Common Areas, and Emergency Access Easements to a standard that, at a
minimum, ensures that these areas will remain in substantially the condition they
were in when approved by the county if the improvements were installed prior
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to the agent signing the plat, or the condition it is to be in when the surety is
released as provided in section 14-436 of the Albemarle County Code. The
travelway of the Emergency Access Easement shall, at all times, be maintained
so that it is safe and convenient for passenger automobiles and emergency
vehicles, except in severe temporary weather conditions. For purposes of this
instrument "maintenance" includes maintenance, replacement, reconstruction
and correction of defects or damage. For private streets and access easements,
it also includes the prompt removal of snow, water, debris or any other
obstruction that would restrict safe vehicular access, including emergency
services vehicles.
(V) The Association shall hold Annual Meetings, and Special Meetings as required,
hold elections for the Board of Directors as required,and given Members "proper
notice" as required; and
(VI) The Association shall prepare Annual Statements and Annual Budgets,and shall
make the financial books of the Association available for inspection by Members
at all reasonable times.
(C) Should the Company appoint the Association its agent for the administration
and enforcement of any covenants and restrictions of record, the Association shall assume
such responsibility and any obligations which are incident thereto.
(D) Should the Company assign to the Association any of the rights reserved unto
it in any covenants and restrictions of record, the Association shall assume the responsibility
of administering and shall assure any obligations which are incident thereto.
(E) The Association shall provide appropriate liability and hazard insurance
coverage for improvements and activities on all Common Areas and Restricted Common
Areas.
(F) The Association shall provide appropriate Directors' and Officers' Legal
Liability Insurance, and indemnify persons pursuant to the provisions of the Articles of
Incorporation and Bylaws of the Association.
(G) The Association shall keep a complete record of all its acts and corporation
affairs.
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(H) The Association shall provide regular and thorough cleanup of all roads,
roadways,roadway medians,berms,parkways,except those accepted into the County or State
roadway system,cul-de-sac islands,neighborhood and other entrances,and bike trails through
the Properties,including,but not limited to:mowing grass on all roadsides,cul-de-sac islands,
entrances, and bike trails; sweeping all roads and bike trails; landscape maintenance on all
roadsides, cul-de-sac islands, entrances and bike trails; pickup and disposal of trash on all
roads, roadsides, cul-de-sac islands, entrances, and bike trails.
Such cleanup as is possible shall begin within an individual residential neighborhood as soon
as construction of dwellings has commenced within said neighborhood.The Association shall
further post such maintenance bonds as required by the Virginia Department of
Transportation, or other governmental authority to maintain median strips, dams and storage
compounds, and other areas
(I) The Association shall provide regular and thorough maintenance of all berms
along roadways,within Common Areas and within any berm easement on any lot.Easements
for berms and access easements for the maintenance of them as shown on any recorded plat
shall be for the benefit of the Company, the Association and their Assigns.
(J) The Association shall provide general maintenance of all directional signs,bike
trail signs, and neighborhood and other are signs, including, but not limited to, maintaining,
repair work, replacement as needed and landscaping within Common Areas and within any
sign easement on any lot. Easements for signs and access easements for the maintenance and
landscaping around the sign as shown on any recorded plat shall be for the benefit of the
Company, the Association, and their assigns.
(K) The Association shall maintain and repair all bike trails and jogging trails as
needed.
(L) The Association shall provide regular and thorough maintenance and cleanup
of all Common Areas and Restricted Common Areas, including, but not limited to, mowing
of grass, fertilization as needed, landscape maintenance as needed, pickup and disposal of
trash, washing down of picnic tables and benches as needed, and painting, repairs to and
replacement of all improvements as needed.
(M) Insurance coverage on the Property shall be governed by the following
provisions:
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(i) Ownership of Policies - All insurance policies upon the Common Areas and
Restricted Common Areas shall be purchased by the Association for the benefit
of the Association and the Owners and their mortgagees as their security interest
may appear, and provisions shall be made for the issuance of certificates of
mortgagee endorsements to the mortgagees of Owners.
(ii) Coverage - All buildings and improvements upon the land and all personal
property included in the Common Areas and Restricted Common Areas and
facilities shall be insured in an amount equal to one hundred percent (100%)
insurance replacement value as determined annually by the Board of Directors
of the Association. Such coverage shall provide protection against:
(a) Loss or damage by fire and other hazard covered by standard extended
coverage endorsement;
(b)Such other risks as from time to time shall be customarily covered with
respect to buildings on the land; and
(c) Such policies shall contain clauses provided for waiver of subordination.
(iii) Liability-Public liability insurance shall be secured by the Association
with limits of liability of no less than One Million Dollars ($1,000,000.00)per
occurrence and shall include an endorsement to cover Liability of the Owners
as a group to a single Owner. There shall also be obtained such other insurance
coverage as the Association shall determine from time to time to be desirable
and necessary.
(iv) Premiums- Premiums for insurance policies purchased by the Association
shall be paid by the Association and charged to the Owners as an assessment.
(v) Proceeds -All insurance policies purchased by the Association shall be for
the benefit of the Association and the Owners and their mortgagees as their
security interest may appear, and shall provide that all proceeds thereof shall be
payable to the Association as insurance trustee under this Declaration. The sole
duty of the Association as insurance trustee shall be to receive such proceeds as
are paid and to hold the same in trust for the purposes stated herein or stated in
the Bylaws and of the benefit of the Owners and their mortgagees.
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(a) Expense of the Trust - All expenses of the insurance trustee shall be
first paid for provisions made therefor.
(b) Reconstruction or Repair - The remaining proceeds shall be paid to
defray the cost of repairs.Any proceeds remaining after defraying such
cost shall be retained by the
(vi)All persons responsible for or authorized to expend funds or otherwise deal
in the assets of the Association or those held in trust, shall first be bonded by a
quality insurer to indemnify the Association for any loss or default in the
performance of their duties in an amount equal to six (6) months' assessments
plus reserves accumulated.
4. Obligation of the Association - The Association shall not be obligated to carry
out or offer any of the functions and services specified by the provisions of this Article except
as specified in Section 3 of this Article. The functions and services, other than those set
forth in Section 3 of this Article, to be carried out or offered by the Association at any
particular time shall be determined by the Board of Directors of the Association taking into
consideration the funds available to the Association and the needs of the Members of the
Association. The functions and services, which the Association is authorized to carry out or
to provide,may be added or reduced at any time upon the affirmative vote of fifty-one percent
(51%) of the votes cast at a duly called meeting of the Association at which a quorum is
present; provided, however, that so long as the Company is a member of the Association no
change may occur without the consent of the Type "C" Member.
5. Mortgage and Pledge-The Board of Directors of the Association shall have the
power and authority to mortgage the property of the Association and to pledge the revenues
of the Association as security for loans made to the Association which loans shall be used by
the Association in performing its authorized functions and services provided that any such
mortgage is with the prior consent of two-thirds of the Members of the Association, which
consent may be evidenced by petition or by an affirmative vote of two-thirds of the
Association. The Company may, but shall not be required, to make loans to the Association,
subject to approval by the Company of the use to which such loan proceeds will be put and
the terms pursuant to which such loan will be repaid. Notwithstanding anything in this
Declaration to the contrary, the Association shall not be allowed to reduce the level of the
Annual Assessment below the limit of the Maximum Regular Annual Assessment at any time
there are outstanding any amounts due the Company as repayment of any loans made by the
Company to the Association without the express written consent of the Company.
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6. Maintenance or Protection of Property Not Owned by the Association- The
Association shall be authorized to render services of a governmental nature not furnished by
the local government in the case of maintenance or protection of property not owned by it.
ARTICLE IX
GENERAL PROVISIONS
1. Duration - The Covenants and Restrictions of this Declaration and any
Amendments thereto shall run with and bind the land, and shall inure to the benefit of and be
enforceable by the Association, the Company, or the Owner of any land subject to this
Declaration, their respective legal representatives, heirs, successors, and assigns, for a period
of thirty (30) years from the date this Declaration is recorded. Upon the expiration of said
thirty(30)year period,this Declaration shall be automatically extended for successive periods
of ten(10)years. The number of ten(10)year extension periods hereunder shall be unlimited,
and this Declaration shall be automatically extended upon the expiration of the initial thirty
(30) year period, or during the last year of any subsequent ten (10) year extension period,
unless at a duly called meeting of the Association fifty-one percent(51%) or more of the total
votes entitled to be cast by all the Members of the Association shall vote in favor of
terminating this Declaration at the end of its then current term. The presence at the meeting
of the Members or proxies entitled to cast thirty percent (30%) of the total vote of the
Membership shall constitute a quorum. It shall be required that written notice of any meeting
at which such a proposal to terminate this Declaration is to be considered, setting forth the
fact that such a proposal will be considered, shall he given each Member at least thirty (30)
days in advance of said meeting. In the event that the Members of the Association vote to
terminate this Declaration, the President and Secretary of the Association shall execute a
certificate which shall set forth the Resolution of Termination adopted by the Association,the
date of the meeting of the Association at which such Resolution was adopted, the date of the
notice of such Meeting was given, the total number of votes of Members of the Association,
the total number of votes required to constitute a quorum at a meeting of the Association, the
total number of votes present at said meeting, the total number of votes necessary to adopt a
Resolution terminating this Declaration, the total number of votes cast in favor of such
Resolution, and the total number of votes cast against such Resolution. Said certificate shall
be recorded in the Clerk's Office of the Circuit Court of Albemarle County,Virginia,and may
be relied upon for the correctness of the facts contained therein as they relate to the termination
of this Declaration.
2. Amendments-All proposed Amendments to this Declaration shall be submitted
to a vote of the Members at a duly called meeting of the Association, and any such proposed
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amendment shall be deemed approved if two-thirds (2/3) of the votes cast at such meeting
vote in favor of such proposed amendment. Notice shall be given each Member at least thirty
(30) days prior to the date of the meeting at which such proposed amendment is to be
considered. If any proposed amendment to this Declaration is approved by the Members as
set forth above,the President and Secretary of the Association shall execute an Addendum to
this Declaration which shall set forth the Amendment, the effective date of the Amendment
(which in no event shall be less than fifteen (15) days after the date of the meeting of the
Association at which such Amendment was adopted),the date the notice of such meeting was
given, the total number of votes of Members of the Association, the total number of votes
required to constitute a quorum at a meeting of the Association, the total number of votes
present at said meeting, the number of votes necessary to adopt the amendment, the total
number of votes cast for and against the Amendment, and such Addendum shall be recorded
in the Clerk's Office of the Circuit Court of Albemarle County, Virginia.
So long as the Company is a Type "C" Member, no Amendment of this Declaration
shall be made without the written consent of the Company.
3. Notices -Any notice required to be sent to any Member under the provisions of
this Declaration shall be deemed to have been properly sent, and notice thereby given, when
delivered personally or sent by mail,with the proper postage affixed,to the address appearing
on the Association's Membership list. Notice to one (1) of two (2) or more co-owners shall
constitute notice to all co-owners. It shall be the obligation of every Member to immediately
notify the Secretary of the Association in writing of any change of address. Any person who
becomes a Member following the first day in the calendar month in which said notice is
delivered or mailed shall be deemed to have been given notice if notice was given to his
predecessor in title.
4. Severability - Should any Covenant or Restriction herein contained, or any
Article, Section, Subsection, sentence, clause,phrase or term of this Declaration be declared
to be void, invalid, illegal, or unenforceable, for any reason, by a court of competent
jurisdiction, such judgment shall in no way affect the other provisions of this Declaration
which are hereby declared to be severable and which shall remain in full force and effect.
5. Interpretation-The Board of Directors of the Association shall have the right to
determine all questions arising in connection with this Declaration of Covenants and
Restrictions, and to construe and interpret its provisions, and its determination, construction,
or interpretation shall be final and binding. In all cases, the provisions of this Declaration of
covenants and Restrictions shall be given that interpretation or construction that will best
tend toward the consummation of the general plan of improvements.
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6. Authorized Action -All actions which the Association is allowed to take under
this instrument shall be authorized actions of the Association if approved by the Board of
Directors of the Association in the manner provided for in the Bylaws of the Association,
unless the terms of this instrument provide otherwise.
7. Limited Liability - In connection with all reviews, acceptances, inspections,
permissions, consents or required approvals by or from the Company and/or. the Association
contemplated under this Declaration, the Company and/or the Association shall not be liable
to an Owner or to any other person on account of any claim, liability, damage, or expense
suffered or incurred by or threatened against an Owner or such other person and arising out
of or in any way relating to the subject matter of any such reviews, acceptances, inspections,
permissions, consents or required approvals, whether given, granted, or withheld.
8. Termination of Association-In the event that this Declaration be declared to be
void, invalid, illegal or unenforceable in its entirety, or in such a significant manner that the
Association is not able to function substantially as contemplated by the terms hereof, for any
reason,by the adjudication of any Court or other tribunal having jurisdiction over the parties
hereto and the subject matter hereof,and such adjudication occurs within ten(10)years of the
date of recording this Declaration, all Common Areas and Restricted Common Areas
belonging to the Association at the time of such adjudication shall revert to the Company, and
the Company shall own and operate said Common Areas and Restricted Common Areas as
trustee for the use and benefit of Owners within the Properties as set forth below. If said
adjudication shall occur on a date more than ten (10) years after the date of recording of this
Declaration, or if the Members of the Association should vote not to renew and extend this
Declaration as provided for herein, all Common Areas and Restricted Common Areas owned
by the Association at such time shall be transferred to a trustee (hereinafter referred to as
"Trustee") appointed by the Circuit Court of Albemarle County,Virginia,which Trustee shall
own and operate said Common Areas and Restricted Common Areas for the use and benefit
of Owners within the Properties as set forth below:
(A) Each Family Dwelling Unit, Residential Lot, Development Unit Parcel and
Unsubdivided Land within the Properties shall be subject to an Annual Assessment which
shall be paid by the Owner of each to the Company or Trustee, whichever becomes the
successor in title to the Association. The amount of such Annual Assessment and its due date
shall be determined solely by the Company or the Trustee, as the case may be,but the amount
of such Annual Assessment on any particular Lot, Tract, Unit or Parcel shall not exceed the
amount actually assessed against the Lot,Tract,Unit or Parcel in the last year that assessments
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were levied by the Association, subject to the adjustments set forth in subparagraph (B)
immediately below:
(B) The Maximum Regular Annual Assessment which may be charged by the
Company or Trustee hereunder may be automatically increased each year by an amount of up
to ten percent (10%) or the percentage increase between the first and last months of the
thirteen (13) month period terminating at the end of the third (3rd) quarter of the previous
assessment year in the Consumer Price Index, U.S. City Average, All Items (hereafter
"C.P.I.") issued by the U. S. Bureau of Labor Statistics in its monthly report entitled "The
Consumer Price Index, U.S. City Average and Selected Areas", whichever of these two
percentage figures is larger. The actual amount of such increase in the Maximum Regular
Annual Assessments shall equal the Maximum Regular Annual Assessment on such Lot,
Tract, Unit or Parcel for the previous year multiplied by the larger of the two percentage
factors set forth above. If the C.P.I. is discontinued, then there shall be used the most
similar index published by the United States Government that may be procured indicating
changes in the cost of living.
(C) Any past due Annual Assessment together, with interest thereon at the
maximum annual rate allowed by law accrued from the due date and all costs of collection
including reasonable attorney's fees shall be a personal obligation of the Owner at the time
the Annual Assessment became past due, and it shall also constitute and become a charge and
continuing lien on the Lot or Parcel of land and all improvements thereon, against which the
Assessment has been made, in the hands of the then Owner, his heirs, devisees, personal
representatives and assigns.
(D) The Company, or the Trustee, as the case may be, shall be required to use the
funds collected as Annual Assessments for the operation, maintenance,repair, and upkeep of
the Common Areas and Restricted Common Areas. The Company or Trustee may charge as
part of the cost of such functions the reasonable value of its services in carrying out the duties
herein provided. Neither the Company nor the Trustee shall have the obligations to provide
for the operation, maintenance, repair, and upkeep of the Common Areas or Restricted
Common Areas once the funds provided by the Annual Assessment have been exhausted.
(E) The Company shall have the right to convey title to the Common Areas and
Restricted Common Areas, and to assign its rights and duties hereunder, provided that the
transferee accepts such properties subject to the limitations and uses imposed hereby and
affirmatively acknowledges its acceptance of the duties imposed hereby.
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(F) The Trustee shall have the power to dispose of the Common Areas and
Restricted Common Areas free and clear of the limitations imposed hereby; provided,
however, that such disposition shall first be approved in writing by fifty-one percent (51%)
of the Owners of property within the Properties or in the alternative shall be found to be in
the best interests of the Owners of property within the Properties by the Circuit Court of
Albemarle County, Virginia. The proceeds of such a sale shall first be used for the payment
of any debts or obligations constituting a lien on the Common Areas or Restricted Common
Areas, then for the payment of any obligations incurred by the Trustee in the operation,
maintenance, repair, and upkeep of such Properties, then for the payment of any obligations
distributed among the Owners of property within the Properties, exclusive of the Trustees, in
a proportion equal to the portion that the Maximum Regular Annual Assessment on property
owned by a particular Owner bears to the total Maximum Regular Annual Assessments for
all property located within the Properties.
9. Management and Contract Rights of Association-The Company may enter into
a contract with a management company or manager for the purposes of providing all elements
of the operation, care, supervision, maintenance, and management of the property. However,
no such contract shall be binding upon the Association except through express adoption or
ratification of the terms and conditions of such contract.
10. Rights of Noteholders -Any institutional holder of a first mortgage on a Family
Dwelling Unit, Residential Lot,Development Unit Parcel and Unsubdivided Land will,upon
request, be entitled to (A) inspect the books and records of the Association during normal
business hours; (B)receive an annual fmancial statement of the Association within ninety(90)
days following the end of its fiscal year; (C) receive written notice of all meetings of the
Association and the right to designate a representative to attend all such meetings; (D)receive
written notice of any condemnation of casualty loss that affects either a material portion of
the project or the unit securing its mortgage; (E) receive written notice of any sixty day
delinquency in the payment of assessments or charges owed by the owner of any unit on
which it holds the mortgage; (F) receive written notice of a lapse, cancellation, or material
modification of any insurance policy or fidelity bond maintained by the Association; (G)
receive written notice of any proposed action that requires the content of a specified
percentage of mortgage holders; and(H)be furnished with a copy of the Site insurance policy.
11. Reservations - The Company reserves unto itself, successors and assigns, the
right to add additional protective covenants in respect to lands within the Properties to be
conveyed in the future by the Company to the Association or to any other third party, or to
limit therein the application of these Covenants. The right to add additional restrictions or to
49
limit the application of these Covenants. The right to add additional restrictions or to limit
the application of these covenants shall be reasonably exercised.
12. Breach-In the event of a violation or breach of any of the restrictions contained
herein by any Property Owner,tenant of such Owner, or agent of such Owner, the Owners of
Properties in Shepherds Ridge at Dunlora, or any of them,jointly or severally, shall have the
right to proceed at law or in equity to compel compliance with the terms hereof. In addition
to the foregoing, the Company and/or the Association shall have the right to proceed at law
or in equity to compel compliance with the terms hereof. Furthermore, the Company or its
agent shall have the right, whenever there shall have been placed or constructed on any
Property in Shepherds Ridge at Dunlora any building, structure, chemical, substance, object,
material, or condition which is in violation of these Covenants and restrictions, to enter upon
such Property where such violation exists and summarily abate or remove the same at the
expense of the Owner,if after thirty(30)days written notice of such violation it shall not have
been corrected by the Owner,tenant,or agent of the Owner;provided,however,that whenever
stated in these covenants that the Company may serve notice requiring immediate corrective
action, and such action is not performed immediately by the Owner, tenant, or agent of the
Owner, the Company or its agent shall have the right to enter immediately and summarily
abate or remove such violation at the expense of the Owner. Any such entry and abatement
or removal shall not be deemed trespass.
In addition to the foregoing, the Company or its agent shall have the right, whenever
permitted by any restriction contained in this Declaration, to enter immediately (unless
otherwise specifically stated) any property in Shepherds Ridge at Dunlora to implement
environmental controls, to take corrective action, or to take any action necessary. Whenever
specifically stated,the cost of such action,when performed by the Company or its agent shall
be paid by the Owner of the Property on which the work is performed. Entrance upon any
Property pursuant to the provisions hereof shall not be deemed a trespass.
13. Trespass -Whenever the Company or its agent is permitted by this Declaration
to correct, repair, enhance,improve, clean, preserve, clear out,remove, or take any action on
any Property or on the easement areas adjacent thereto, entering the Property and taking such
action shall not be deemed a trespass.
14. Waiver - The failure to enforce any rights, reservations, restrictions or
conditions contained in this Declaration, regardless of who long such failure shall continue,
shall not constitute a waiver of or bar to such right to enforce.
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15. Indemnity - The Company, its agents, members of the Association's Board of
Directors or officers of the Association shall not be liable to any Property Owner or to any
other person on account of any claim, liability, damage or expense suffered, incurred by, or
threatened against any Owner or such other person arising out or in any way relating to the
subject matter of any reviews, acceptances, inspections, permissions, consents, or required
approvals which must be obtained from the Company or from the County of Albemarle,
Virginia whether given, granted or withheld.
16. Conformance with Federal Law. It is the intent of the Declarant that the
provisions of this Declaration conform and will continue to conform to the guidelines
established by the Federal Housing Administration Department of Housing and Urban
Development, the Veterans Administration, the Federal Home Loan Mortgage Corporation,
and the Federal National Mortgage Association. To the extent that any provision of this
Declaration is not in conformance with the stated guidelines, it shall be null and void.
[Signature page to follow]
51
•
IN WITNESS WHEREOF,the Declarant has caused this instrument to be executed in
its behalf.
DUNLORA V,LLC
A Virginia L Aiiid Liabili` .Company,Declarant
By: ti.
Fr. R. Stoner,Manager
STATE OF VIRGINIA
CITY OF CHARLO'1"1'ESVILLE
The foregoing instrument was acknowledged before me this Or.' day of
,,,A ,2016,by FRANK R STONER,Manager of DUNLORA V,LLC,a Virginia
Limited Liability Company. ,���„�����.,,e��
°°� 5% SLOp .,,
•
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My Commission Expires: 131.o o : •2 MY Cll. _
: : cOMMISSION i ..,r
Z Cs i NUMBER ::*.•S
• Ct.•• 7220040 .C9 ••
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Notary Pub j
52
EXHIBIT "A"
TO DECLARATION
OF PROTECTIVE
COVENANTS AND RESTRICTIONS
OF
SHEPHERDS RIDGE AT DUNLORA
All of those tracts or parcels of land situated, lying and being in
Albemarle County, Virginia, shown and described on that plat entitled
"Plat of Subdivision,Dunlora V, Tax Map Parcel 61-164,Rio Magisterial
District, Albemarle County, Virginia,"prepared by the Timmons Group
dated April 1, 2016 and last revised September 27, 2016, as Lots 1
through 20, inclusive,and Open Space A through E,inclusive, and Parcel
'X' Open Space; such plat being attached hereto, recorded herewith and
incorporated hereby by reference.
53