HomeMy WebLinkAboutCC-12-15-08-02 Martin Marietta SettlementSPONSOR: Councilor Carter
RESOLUTION NO. CC-12-15-08-02
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF CARMEL, INDIANA,
REGARDING AN AGREEMENT TO SETTLE LITIGATION INVOLVING MARTIN
MARIETTA MATERIALS, INC. AND THE CITY OF CARMEL
WHEREAS, the Common Council of the City of Carmel, Indiana (the "Council") is the
legislative body for the City of Carmel, Indiana (the "City"); and
WHEREAS, Martin Marietta Materials, Inc. ("Martin"), and its predecessors, including American
Aggregates Corporation ("American"), for half a century have operated an open pit quarry, underground
mine, and surface sand and gravel pit/quarry, together with both mobile and stationary processing plants
and related equipment on various properties in the vicinity of 96°i Street and Hazel Dell Parkway, and
running north from 96`h Street up to, at one point, 116'h Street, in or near Cannel; and
WHEREAS, on or about November 5, 1997, American and the City entered into a certain
contract (the "Hazel Dell Agreement") by which American conveyed land to the City, which land the City
needed in order to complete the construction of Hazel Dell Parkway between 96'h Street and 116'h Street;
and
WHEREAS, on or about August 27, 2001, The Helen M. Mueller Conservatorship ("Mueller"),
Martin, and the City entered into a certain Settlement Agreement (the "Mueller Agreement") with respect
to the valuation of additional land that the City had taken from Mueller for the completion of Hazel Dell
Parkway; and
WHEREAS, on or about May 17, 2002, Martin, the City, the Carmel Board of Zoning Appeals
(the "BZA"), the Kingswood Homeowners Association, Inc. ("Kingswood"), and Hughey, Inc. entered
into a certain Settlement and Release Agreement (the "Kingswood Settlement"), whereby certain
litigation involving the parties was settled; and
WHEREAS, pursuant to the Hazel Dell Agreement, the Mueller Agreement, and the Kingswood
Settlement, Martin has repeatedly asserted that it possesses certain vested, property rights that entitle it to
mine the extensive mineral reserves that exist on the lands owned or leased by Martin in Carmel, without
additional or new ordinances, laws or regulations being imposed on its or its tenants' operations, an
assertion that the City has consistently disputed; and
Page One of Four Pages
This Resolution was prepared by Douglas C. Haney, Carmel City Attorney.
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EXECUTION COPY
Settlement Agreement
by and among
City of Carmel, Indiana
and
Mayor James Brainard
and
The Carmel Board of Zoning Appeals
and
Martin .Marietta Materials, Inc.
and
E & H Mueller Development L.L.C.
July 1.7, 2008
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TABLE OF CONTENTS
Page
ARTICLE 1. Martin Marietta's Special Use Permit Applications ...................................... .......2
ARTICLE II. The Mining Ordinance Dispute .................................................................... .......3
ARTICLE Ill. The Eminent Domain Action ........................................................................ .......4
ARTICLE IV. Contractual Undertakings ............................................................................. .......4
ARTICLE V. Incorporation of Recitals .............................................................................. .......5
ARTICLE Vi. Agreement ..................................................................................................... .......5
1. Definitions .................................................................................................... .......5
2. Remand to the BZA ...................................................................................... .......6
3. City Role ....................................................................................................... .......7
4. Conditions Precedent ................................................................................... ........7
5. Dismissal of Pending Lawsuits .................................................................... ........8
6. Compliance with Laws ................................................................................ ........8
7. Withdrawal of Certain Application; No Further Applications for
Mueller North Property ................................................................................ ........8
8. No New Land Uses; Martin Marietta Property and Mueller South
Property ...............................................................................:........................ .......
9.
Surface Blasting ...................................... 10
......
10.
Annual Fee ...................................................................................................
......
10
11.
Donation of Real Property .......................................................................... 10
......
12. Assistance to Kingswood ............................................................................. ......11
13. Additional Signage in Kingswood Subdivision ........................................... ......11
14. Acknowledgment of certain of Martin Marietta's Underground Mining
Rights ........................................................................................................... ...... 11
15. Continuing validity and enforceability of Hazel Dell Agreement ............... ...... 12
16. Vested Mining and Operational Rights; Covenant Running with the
Land ............................................................................................................. .......12
17. Preservations of Remedies .......................................................................... .......15
18. Representations and Warranties of the City ................................................ .......15
19. Representations and Warranties of Martin Marietta ................................... .......16
20. Certain'Restrictions on Mining Operations North of 106th St. or on
Mueller South ............................................................................................. .......16
21. Breach and Cure .......................................................................................... .......17
22. Enforceability ..............................................................................:............... .......17
23. Anomeys' Fees and Costs ........................................................................... .......18
24. Addition and Replacement of Equipment ................................................... .......18
25. Non-Mining Uses ........................................................................................ .......18
26. Issuance of Permits ..................................................................................... .......18
27. No Expiration of Rights .............................................................................. .......18
28. Inapplicability of Mining Ordinance .......................................................... .......19
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29. Waiver and Release of Claims ................................................ ...........................19
30. Successors and Assigns; Third Party Beneficiaries ................ ...........................20
31. Notices .................................................................................... ...........................20
32. Amendment ............................................................................. ...........................22
33. Entire Agreement.. .................................................................. ........................... 22
34. Governing Law ....................................................................... ...........................23
35. Interpretation ........................................................................... ...........................23
36. Exhibits ................................................................................... ...........................23
37. Counterparts ............................................................................ ...........................23
38. Authorization by Department of Community Services .......... ...........................23
SCHEDULE OF EXHIBITS
Exhibit A Hazel Dell Agreement, dated November 5, 1997
Exhibit B Mueller Agreement, dated August 21, 2001
Exhibit C Kingswood Settlement, dated May 17, 2002
Exhibit D-1 Legal Description for Mueller North Property
Exhibit D-2 Legal Description for Mueller South Property
Exhibit E Statement of Commitments for Mueller South-Limestone
Exhibit F Statement of Commitments for Mueller South-Underground
Exhibit G Form of Consent Order to be filed in Federal Suit
Exhibit H Description of Land to be Deeded to City of Carmel Upon Completion of
Removal of Sand and Gravel
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SETTLEMENT AGREEMENT
This Settlement Agreement (this "Agreement") is made and entered into to be effective as
of the 17`5 day of July, 2008, by and among the City of Carmel, Indiana (the "City" or "Carmel"),
Mayor James Brainard ("Brainard"), the Carmel Board of Zoning Appeals ("BZA"), Martin
Marietta Materials, Inc. ("Martin Marietta"), and E & H Mueller Development L.L.C.
("Mueller") (collectively, the "Parties"). The BZA, Michael, Hollibaugh, and Mueller are made
parties hereto only for certain limited purposes, as set forth more fully herein.
BACKGROUND
Martin Marietta and its predecessors, which include American Aggregates Corporation
("American"), for decades have operated an open pit quarry, underground mine, surface sand and
gravel pit/quarry, and topsoil storage and sale, together with both mobile and stationary
processing plants and related equipment on various properties:in the vicinity of 96th St. and
Hazel Dell Parkway, and running north from 96th St. up to, at one point, 116th St., in Hamilton
County, in or near Carmel, Indiana (collectively, the "Martin Marietta Property"). Such
operations of Martin Marietta and its predecessors in interest are referred to collectively as the
"Carmel Quarry." Martin Marietta's property is also used for other related land uses, including
concrete plants and asphalt plants (herein sometimes referred to as the "Related. Industries"),
which benefit Martin Marietta's mining operations. Martin Marietta possesses considerable
mineral reserves yet to be mined at the Carmel Quarry, and one of its principal goals in reaching
this settlement, and without which it would not enter into this Agreement, is to protect its ability
to mine those reserves from the Carmel Quarry without additional or new ordinances, laws or
regulations being imposed on its or its tenants' operations. Brainard's and the City's goals in
reaching this settlement are to terminate litigation that has been costly to the City while at the
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same time protecting Carmel residents from potentially adverse impacts that they claim could
result from Martin Marietta's proposed expansion of its existing mining operations.
On or about November 5, 1997, American and the City entered into a certain Agreement
in which American, among other things, conveyed certain land'to Carmel for the construction of
Hazel Dell Parkway, a copy of which is attached hereto as Exhibit "A" and incorporated herein
by reference (the "Hazel Dell Agreement"). On or about August 27, 2001, The Helen M. Mueller
Conservatorship, Mueller, Martin Marietta and the City, by and through its Board of Public
Works and Safety, entered into that certain Settlement Agreement with respect to certain
property commonly known today as Hazel Dell Parkway, a copy of which is attached hereto as
Exhibit "B" and incorporated herein by reference (the "Mueller Agreement"). The Hazel Dell
Agreement and the Mueller Agreement created certain rights in the parties that came to be a part
of the current dispute that is now being settled. Moreover, on or about May 17, 2002, Martin
Marietta, the City, the BZA, the Kingswood Homeowners Association, Inc. ("Kingswood"), and
Hughey, Inc. entered into a certain Settlement and Release Agreement, attached hereto as
Exhibit "C", whereby earlier litigation involving the parties was settled (the "Kingswood
Settlement").
ARTICLE I.
Martin Marietta's Special Use Permit Applications
On or about January 1, 2000, Martin Marietta entered into a long term lease with Mueller
for certain property commonly referred to as "Mueller North Property" and "Mueller South
Property", generally located at the northwest comer and southwest corner, respectively, of 106th
Street and Hazel Dell Parkway, in the City of Carmel, such properties being more particularly
described on Exhibits "D-I" and "D-2" attached hereto and incorporated herein by this
reference (the "Mueller North Property" and the "Mueller South Property"; such properties
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hereinafter sometimes jointly referred to as the "Mueller Property"). Thereafter, on or about
December 13, 2002, Martin Marietta applied for five (5) separate special use permits to allow
various open pit, underground, and sand and gravel mining on the Mueller Property.
Martin Marietta's application to mine sand and gravel on the Mueller South Property was
subsequently approved with commitments by the BZA on or about December 13, 2004. Martin
Marietta's application to mine sand and gravel on the Mueller North Property was subsequently
approved with commitments by the BZA on or about June 30. 2005.
On or about April 24, 2006, the BZA denied Martin Marietta's application to conduct
surface (open pit) mining on the Mueller South Property (the "Open Pit Application"). Martin
Marietta thereafter filed the action denominated as Martin Marietta Materials, Inc. v. Brainard et
al., 1:06-CV-00825-DFH-TB, in the United States District Court for the Southern District of
Indiana (the "Federal Suit").
Martin Marietta's application to conduct underground mining on the Mueller South
Property is scheduled to be heard by the BZA on July 17, 2008. On that same date,-the BZA will
vote on whether to accept the terms and conditions of this Agreement. Martin Marietta's
application to conduct underground mining operations on the Mueller North Property has not
been docketed for hearing by the BZA and will be withdrawn if the conditions of this Agreement
are met by the BZA. Further, if this Agreement is approved, Martin Marietta has agreed to
certain restrictions on the use of certain of its property north of 106'h St., as well as certain
restrictions on the use of the Mueller Property.
ARTICLE II.
The Mining Ordinance Dispute
Carmel has enacted two (2) separate mining ordinances purporting to regulate Martin
Marietta's mining operations. Both have been disputed by Martin Marietta; one was
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subsequently withdrawn, and a second ordinance, Carmel Ordinance No. D-1688-04, as
Amended (the "Mining Ordinance"), was initially enjoined by Hamilton Superior Court but the
trial court's ruling on the injunction was reversed by the Indiana Supreme Court. See City of
Carmel v. Martin Marietta Materials. Inc., 883 N.E.2d 781 (Ind. 2008). One of the conditions of
this Agreement is that the Mining Ordinance shall not apply to the Martin Marietta Property or
the Mueller Property; instead, this Agreement and the Statement of Commitments (incorporated
herein, infra) shall govern Martin Marietta's mining operations on the Martin Marietta Property
and the Mueller Property, as applicable.
ARTICLE III.
The Eminent Domain Action
The parties are presently engaged in other litigation matters that will all be dismissed
with prejudice, infra, with the exception of a dispute over the valuation of certain property
Carmel desires to acquire by eminent domain for use as a raw water treatment facility (the
"Water Plant Real Estate"). The dispute over the Water Real Estate Plant is currently pending in
Hamilton Superior Court as Carmel Board of Public Works v American Aggregates, Cause No.
29D01-0610-PL-1055 (the "Eminent Domain Action"). Martin Marietta has previously disputed
BPW's right to take the Water Plant Real Estate, but as a part of this and other agreements,
Martin Marietta has agreed to a voluntary conveyance of a portion of such property, subject to
determination of its value either by subsequent agreement or in the pending Eminent Domain
Action.
ARTICLE IV.
Contractual Undertakings
Except for the Water Plant Real Estate dispute, the parties enter into this Agreement for
the purpose of resolving any and all disputes between or. among them, including but not limited
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to those involved in pending litigation. Without any admission of liability or wrongdoing, and to
the contrary, each party hereto specifically denying any liability or wrongdoing, the parties
hereto are mutually desirous of settling and resolving all disputes hereinafter described which
now exist between them in order to avoid further expenditure of time and/or money.
NOW, THEREFORE, in consideration of the foregoing background and recitals, and
other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, and in further consideration of the mutual promises and covenants hereinafter
contained, the City,. Brainard, and Martin Marietta - as well as the BZA and Mueller where
applicable - hereby agree as follows:
ARTICLE V.
Incorporation of Recitals
The background and recital information set forth above is incorporated herein by this
reference as if fully restated herein.
ARTICLE VI.
Agreement
I. Definitions. As used herein:
a. the term "Martin Marietta Property" includes all property owned or leased
by Martin Marietta north of East 96th St. and south of East 116`" St., both east and west of
Hazel Dell Parkway, in Carmel, Indiana, except that it does not include the Mueller
Property as defined herein.
b. the term "Mueller Property" means the Mueller -North Property and the
Mueller South Property, with the centerline of East 106th Street constituting the dividing
line between the two properties.
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C. except where expressly modified elsewhere in this Agreement, the phrase
"mining" shall refer to the right of Martin Marietta to mine and extract any minerals
found on the Martin Marietta Property and/or the Mueller Property using any method
commonly used for the extraction of the particular mineral being mined, including but not
limited to mechanized equipment, drag lines, shovels, blasting, or any similar method or
process, together with transportation, conveying, crushing, screening, washing,
processing, fabrication, stockpile, and sale of such minerals, and shall include any other
operations performed at any part of the Martin Marietta Property or the Mueller Property
as of the date of this Agreement.
2. Remand to the B7,9. The BZA agrees that the denial of the Open Pit
Application, for which relief is sought in Count IV of the Federal Suit, shall be remanded to it
for the limited purpose of evaluating whether to settle the Federal Suit by accepting the
conditions of this Agreement, which may include taking a vote thereon in a public meeting
conducted for that purpose by the BZA. It is expressly agreed and understood by all parties
hereto that the remand.does not obligate the BZA to vote favorably on the Open Pit Application
or to accept the conditions of this Agreement and that the BZA retains whatever lawful
discretion it otherwise would have in the absence of this Agreement. The BZA shall reopen the
record only for the limited purpose of considering the acceptance of this Agreement, having due
regard to the background and recital information incorporated herein by reference and shall not
reopen the record generally for the taking of further evidence. If the conditions of this
Agreement are accepted by the BZA, then the BZA shall proceed to hear and decide the Mueller
South Property Underground Mining Application, promptly and in accordance with its rules of
procedure, within the time required by IC 36-7-919(e).
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3. City Role. Carmel shall support acceptance of the conditions of this Agreement
by the BZA, and shall recommend that the BZA give favorable consideration to the Mueller
South Property Underground. Mining Application in any hearing before the BZA (or otherwise).
Further, the City, in the Kingswood Settlement, agreed not to object to a reduction of the buffer
to one hundred fifty feet (150') on the Mueller North Property, pursuant to a variance and
modification of the setback Commitments made in BZA Docket No. 05010021-SU which may
be approved by the BZA, and the City reaffirms that agreement herein. Nothing contained
.herein, however, shalbprevent City employees who act as staff for the BZA from performing any
evaluation or duty required of them in consideration of a request to reduce the buffer on the
Mueller North Property.
4. Conditions Precedent. The obligations of all Parties to this Agreement are
expressly conditioned on the following conditions precedent:
a. execution and delivery of this Agreement by all parties hereto;
b. acceptance of the conditions of this Agreement by the BZA, which shall
include the BZA's discretionary approval of the Open Pit Application and issuance of the
requested Special Use Permit, subject to the Statement of Commitments attached hereto
as Exhibit "E";
C. approval by the BZA of the Mueller South Property Underground Mining
Application as set forth in the application and according to the Statement of
Commitments attached hereto as Exhibit "F" and filed in BZA Docket No. 08020032-
SU; and
d. a consent order to be entered in the Federal Suit clarifying that this
Agreement, including the respective Commitments, shall govern Martin Marietta's
mining operations at the Mueller North Property and the Mueller South Property and
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specifically referencing the limited applicability of the Mining Ordinance referenced in
Article VI., Section 6 hereafter.
5. Dismissal of Pending Lawsuits. Except for the Eminent Domain Action, the
relevant Parties agree to dismiss any lawsuit currently pending between them, whether in Federal
or State Court, with prejudice, other than in respect of the Consent Order in the form of Exhibit
"G" attached hereto which is to be entered in respect of the Federal Suit.
6. Compliance with Laws. Martin Marietta shall comply with all currently existing
City ordinances, including the Carmel zoning ordinance as it presently exists (excluding the
Mining Ordinance, which the Parties agree shall not apply to operations on the Martin Marietta
Property or the Mueller Property), except to the extent that Martin Marietta's vested and legal
nonconforming use and other rights recognized hereunder supersede or otherwise make the same
inapplicable to the Martin Marietta Property.
7. Withdrawal of Certain Application; No Further Applications for Mueller North
Property. Martin Marietta shall withdraw its application for a special use permit to conduct
underground limestone mining on the Mueller North Property, and neither Martin Marietta nor
Mueller shall file any further applications with either the BZA, or other local, state or Federal
agencies, to conduct mining on the Mueller North Property. Provided, however, that Martin
Marietta retains the right to apply for the buffer reduction described in Article V., Section 3
above, and the right to apply for any permits reasonably necessary or convenient to conduct
mining operations allowed under any previously issued permits or to facilitate any operations
lawfully conducted on the Mueller North Property. Such permits, by way of example only,
include operational permits, such as air, grading, building, water, or storm water management, or
ATF permits and/or approvals. This provision shall not permit the introduction of any new
mining or Related Industry use not heretofore conducted on the.Mueller North Property, it being
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the intention that stone processing, asphalt, concrete, and Related Industries plants are not
allowed on the Mueller North Property, anything else herein to the contrary notwithstanding.
Provided, further, that the placement of a dredge on Mueller North Property pursuant to a
previously issued Special Use Permit is not prohibited. Except where a provision of this
Agreement explicitly references a previously approved Special Use Permit and waives rights
under it expressly, nothing contained herein shall be deemed a waiver or release of any rights
under any prior Special Use Permit, including but not limited to those allowed under the
following BZA Dockets:
(i) Mueller South Sand and Gravel - 04040024-SU
(ii) Mueller South Sand and Gravel (modified) - 05060014-CA
(iii) Mueller North Sand and Gravel - 05010021-SU
(iv) Carmel Sand Plant - UV-2302
(v) Mueller South Underground/Limestone - 08030032-SU
(vi) Mueller South Limestone - Open Pit - 05090003-SU
Further, nothing hereunder shall be deemed to prohibit a use expressly allowed under a Special
Use Permit issued hereafter.
8. No New Land Uses; Martin Marietta Property and Mueller South Property.
Martin Marietta shall add no new land uses on the Martin Marietta Property or, the Mueller South
Property, except in compliance with all local and state regulations, including but not limited to
all existing Carmel zoning ordinances. Should Martin Marietta seek approval for any new land
uses, the City and/or the BZA, as applicable, shall process any necessary applications for
approvals in accordance with all applicable laws and rules, and approvals will not be unlawfully
withheld, conditioned or delayed-by the City and/or the BZA, as applicable. For purposes of
determining what is a new land use on the Martin Marietta Property only, mining and Related
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Industries do not constitute new land uses, nor does the addition, relocation, reconstruction,
maintenance, replacement, repair or upgrade of plants or structures on Martin Marietta's
Property. Therefore, this Section does not prohibit additional asphalt, concrete, cement, or
limestone processing plants, or upgrades, modifications, enlargements, alterations, rebuilds, and
similar matters on the Martin Marietta Property, but it does prohibit such uses or matters on the
Mueller South Property above ground, in the Open Pit operation, unless they are duly approved
as described above or allowed under Article VI., Section 19 hereof.
9. Surface Blasting. Surface blasting on the Mueller South Property shall be
conducted and monitored as provided in the Statement of Commitments for the Open Pit
Application.
10. Annual Fee. Martin Marietta shall pay the City an annual license fee of Ten
Thousand Dollars ($10,000.00) to defray the City's cost of monitoring its compliance with this
Agreement and applicable laws. Said amount shall be prorated from the effective date of the
grant of the Open Pit Application, and thereafter due annually upon receipt of an invoice
delivered by the City on or after January 15 of each calendar year.
11. Donation' of Real Property. Upon completion of sand/gravel extraction on the
Mueller North Property, or on such earlier date as agreed upon by Mueller, Martin Marietta and
the City, Martin Marietta and Mueller shall donate the real estate described on Exhibit "H"
hereto to the City or the City's designee for use solely as a public water supply resource and
conservation space only. Further, the deeds conveying such property to the City or the City's
designee shall contain a reservation of rights in respect of all minerals, including but not limited
to sand, gravel, limestone, aggregate in any form, oil, gas, semi-precious and precious minerals
and metals. None of the property described in Exhibit "H" shall be open to the public or used
as park space. Any breach of this covenant shall result, at the election of Martin Marietta, in the
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reversion of all such land to the grantor thereof. This covenant and agreement shall run with the
land and shall be binding on Martin Marietta, Mueller and the City, and their and its respective
successors and assigns. The deed by which such property is conveyed to the City or its designee
shall so indicate the above described limitation on use, reservation of interests, and right of
reversion in favor of Martin Marietta and Mueller.
12. Assistance to Kingswood. Consistent with the City's goal of protecting Carmel
residents, the City has agreed to reimburse Kingswood for attorneys' fees in the amount of Thirty
Thousand Dollars ($30,000.00), which enabled Kingswood representatives to participate in the
Court-sponsored settlement negotiations in the Federal Suit.
13. Additional Signage in Kingswood Subdivision. Consistent with the City's goal of
protecting Carmel residents; the City has agreed to provide additional signage in the Kingswood
subdivision in the amount of Thirty Thousand Dollars ($30,000.00).
14. Acknowledgment of certain of Martin Marietta's and Mueller's Underground
Mining Rights. Under the Hazel Dell Agreement, Martin Marietta (through its predecessor,
American) retained the right to mine underground certain parcels conveyed to Cannel and
defined in the Hazel Dell Agreement as the "Parkway Real Estate" and the "Parkland Real
Estate". In addition, pursuant to the Mueller Agreement, the City agreed to provide Martin
Marietta and Mueller an easement for purposes of mining the mineral resources situated within
the Parkway Real Estate and the Parkland Real Estate. Carmel hereby confirms and
acknowledges Martin Marietta's and Mueller's right to conduct underground mining on such
parcels without obtaining any permits or authorizations from Carmel, the BZA, or any other
board, department, or other person or entity associated with'Carmel, until the expiration of the
"Term" described in Section 8(b)(ii) of the Hazel Dell Agreement.
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Carmel further confirms Martin Marietta's and Mueller's right, pursuant to the Hazel Dell
Agreement and the Mueller Agreement, to construct one or more tunnels or portals in an area
south of East 106th St. to access the underground limestone reserves in the Parkway Real Estate
and the Parkland Real Estate. The design, construction, maintenance, repair and/or replacement
of the tunnels and/or portals shall be conducted in accordance with the Hazel Dell Agreement
and the Mueller Agreement and shall not be subject to the City's approval (except that Martin
Marietta shall give notice to the City not less than thirty (30) days before commencing
construction thereof), and shall be at Martin Marietta's sole cost and expense. Martin Marietta
hereby agrees to defend, indemnify and hold Carmel and its agents, representatives, consultants,
and employees harmless from and against any and all claims by third parties against Carmel
seeking damages or expenses, and any out of pocket costs or expenses incurred by Carmel and
arising in any way from Martin Marietta's construction, operation, use, or maintenance of the
tunnels and/or portals, except such claims as may arise from acts by Carmel or its agents,
representatives, consultants, or employees that are willfully or grossly negligent, or those for
which Carmel has immunity from liability.
15. Continuing validity and enforceability of Hazel Dell Agreement. Carmel and
Martin Marietta, as successor to the interest of American, hereby confirm and agree that the
Hazel Dell Agreement is binding, valid and enforceable in accordance with its terms
16. Vested Mining and Operational Rights, Covenant Running with the Land.
Carmel and Martin Marietta hereby reaffirm the provisions contained in' Section 8(h) of the
Hazel Dell Agreement, which is incorporated herein. Martin Marietta has negotiated certain
terms of this Agreement, agreed to engage in certain property conveyances voluntarily, and
released certain claims in reliance on the agreements herein and in the Hazel Dell Agreement, in
particular the covenants running with the land as described in Section 8(h) of the Hazel Dell
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Agreement. Martin Marietta will organize and conduct its mining operations in the future in
reliance on this Agreement and the Hazel Dell Agreement. Finally, Martin Marietta has agreed
to waive certain vested rights it claims to mine north of East 106th St. and west of Hazel Dell
Parkway, including a claimed right to engage in open pit and underground mining on all land it
owns or leases north of East 106th St. and west of Hazel Dell Parkway, and to withdraw its
application to mine underground on the Mueller North Property.
For these, and other reasons, including the many years of mining and other operations
Martin Marietta has conducted on site, Martin Marietta has vested rights to engage in mining on
property it owns or leases in accordance with the terms hereof, the commitments, permits and
authorizations contemplated hereby and/or referenced herein, and the Carmel zoning and other
ordinances as they presently exist. Therefore, Carmel hereby. acknowledges and agrees that
Martin Marietta shall not be required to obtain any additional land use, special use, improvement
location, or other permits to engage in such mining and other operations as are permitted
hereunder, except for the permits described herein, and necessary construction related permits,
which shall not be unreasonably withheld, conditioned or delayed, and shall not be withheld
based on any land use regulation or other restriction enacted hereinafter by the City. Further,
except for regulations of a general character applicable to all businesses in Carmel, and which do
not interfere materially with lawful operations on the Martin Marietta Property and the Mueller
Property, Martin Marietta's operations on these properties (as defined) shall not be subject to and
shall be exempt from future laws, ordinances, or regulations, including but not limited to any
"mining ordinances," current or future, and regardless of whether such ordinances are passed
pursuant to IC 36-7-4 (the Local Land Use and Zoning Law), any other state law, or the City's
general police power.
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The City acknowledges that Martin Marietta has and is conducting mining operations on
its real estate, including that portion of its real estate from which the Water Plant Real Estate will
be conveyed, and on the Mueller Property. Subject to the limitations agreed to by Martin
Marietta in Article VI, Section 8 hereof, the City also acknowledges that Martin Marietta, and its
successors and assigns, will continue to conduct mining operations on the Martin Marietta
Property following the execution of this Agreement, and on such parts of the Mueller Property
for which it has previously been issued a special use permit or is issued such a permit pursuant to
the BZA proceedings contemplated by this Agreement, or otherwise has a right to mine under
agreements entered into previously.
Carmel is familiar with the Martin Marietta Property and Mueller Property owned or
leased by Martin Marietta and its operations thereon and described hereinabove, has conducted
inspections of it in the past, and acknowledges that there is an adequate factual basis for the
establishment of the vested rights recognized hereunder. Based on its inspections and
opportunity-to inspect operations on the Martin Marietta Property and Mueller Property, Carmel
hereby acknowledges that it has had an adequate opportunity to determine whether mining
operations as they presently exist and are conducted on property owned or leased by Martin
Marietta comply in all material respects with all applicable Carmel laws and regulations, and
hereby confirms that, to the best of its knowledge such operations are in compliance in all
material respects.
Carmel further acknowledges that this Section 16 is an essential component of this
Agreement for Martin Marietta and this Agreement would fail of its essential purpose for Martin
Marietta if this Section were not enforced in accordance with its terms and construed broadly to
effectuate its purpose of confirming that the existing operations and such additional operations as
are contemplated hereby on the Martin Marietta Property and the Mueller Property are vested
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against and protected from interference. from subsequently adopted laws or regulations, other
than those specifically excepted herein. In any action to enforce this Agreement, Carmel shall
not be entitled to claim that this Agreement or any part of it, or Section 8(h) of the Hazel Dell
Agreement, is unenforceable because of Carmel's legislative powers, its police or zoning power,
or any general health, safety, or welfare power: Provided, however, that nothing contained
herein shall prevent Carmel from enforcing its laws and regulations as they presently exist
(excluding the Mining Ordinance, which the Parties agree shall not apply to Martin Marietta's
mining operations on the Martin Marietta Property or the Mueller Property).
17. Preservation of Remedies. The parties disagree over the remedies available for a
breach of the Hazel Dell Agreement and nothing in this Agreement, the negotiations leading up
to it, or the fact of entering into it, is intended to preserve or to waive any available remedies
under such agreement, it being the express agreement of the parties that whether any remedies
otherwise available under the Hazel Dell Agreement have been waived or preserved be
determined independently from all such-matters.
18. Representations and Warranties of the City. The City represents and warrants to
Martin Marietta as follows:
a. The City is a municipality duly constituted under the law of the State of
Indiana and has all requisite power and authority to enter into and consummate the
transactions contemplated by this Agreement;
b. The execution and delivery of this Agreement by the City has been or will
be duly authorized by all necessary action of the City and Brainard; and
C. The execution, delivery and performance of this Agreement will not
conflict with any applicable provision of any federal, state or municipal law or any
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agreement to which the City is a party. The obligations of the City set forth herein are
enforceable according to their terms.
19. Representations and Warranties of Martin Marietta. Martin Marietta represents
and warrants to Carmel as follows:
a. Martin Marietta is a corporation duly constituted under the law of the State
of North Carolina and has all requisite power and authority to consummate the
transactions contemplated by this Agreement;
b. The execution and delivery of this Agreement by Martin Marietta has been
or will be duly authorized by all necessary action of Martin Marietta; and
C. The execution, delivery and performance of this Agreement will not
conflict with any applicable provision of any federal, state or municipal law or any
agreement to which the Martin Marietta is a party. The obligations of Martin Marietta set
forth herein are enforceable according to their terms.
20. Certain Restrictions on Mining Operations North of 106th St. or on Mueller
South. Subject to Article VI., Section g, Martin Marietta shall conduct no mining operations
within the currently existing zoning jurisdiction of Carmel north of 106th St. and west of Hazel
Dell Parkway, other than sand and gravel mining by means of a dredge, and such mining as may
be necessary to develop the tunnels and/or portals referenced in Article VI., Section 14 above.
Further, the Mueller South Property shall be used only for open pit and underground mining
(including conveyers with either or both operations), and sand and gravel mining, and shall not
be used for any other mining uses, including but not limited to the placement of any part of the
crushing plant on it, other than the location of such a plant underground on the Mueller South
Property.
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Un17649s.4
21, Breach and Cure. Notice-of any. alleged breach of this or any other agreement
between the. Parties shall be given in writing io the other party. Thereafter, the party allegedly
breaching shall. have fifteen (15) business days. to cure, such breach, or if it cannot. be cured
within such time, to commence, to cure the breach, and pursue the cure.to completion diligently
and without delay. If the breach is.not so cured the non-defaulting party shall be entitled to
exercise any remedy.permitted by law or this Agreement.
22. Enforceability. This Agreement is intended to be °a binding-waiver of certain
rights as claimed by Martin Marietta, or as;may be claimed by Mueller, in exchange for the
City's recognition and retention of other rights,;and shall be enforceable-,as such to the maximum
extent allowed by law.. It is specifically-intended that all Parties to this Agreement shall be
entitled to,rely-on-it and'shall be entitled to enforce it:according to its_terms; including Exhibits
to it, which are hereby made a part of this Agreement;' however, enforcement of any
Commitments entered into by Martin' Marietta,in connection with any issuance of aspecial use
permit. shall be enforceable only in accordance with their' own. enforcement provisions, and
therefore; no breach or violation of such Commitments shall be considered a breach of this
Agreement. The waiver and retention of rights hereunder shall run with the properties
referenced hereimand are,made expressly binding on. such properties: and on all successors and
assigns owning,.leasing or conducting operations on the properties.
Each of the parties agrees, that if a third party challenges any part of this
Agreement or any approval or. permit contemplated hereunder, they shall each support and
defend the continuing validity and enforceability of this Agreement and the permits and
approvals issued hereunder and further agree-that they will not take any position that is contrary
to the terms of.this Agreement.
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112176475.4
23: Attorneys' Fees and Costs. In any, litigation, between the parties to enforce any
provision or right under this Agreeinerit; the unsuccessful party covenants and agrees to pay to
the successful party all costs and expenses incurred by the prevailing party in connection with
the litigation, including; but not limited to;.reasonable attorneys' and paraprofessional fees.
24. Addition and Replacement of Equipment. The rights recognized and retained
hereunder by Martin Marietta include the right to upgrade, add, rebuild; modify, or replace
equipment or structures,, so long as such equipment is,utilized:in a.manner allowed by the terms
of this Agreemeni,on the particular parcel at issue.
25. Non-Mining Uses. This Agreement shall not 'prohibit or exclude other non-
mining-uses of the Martin Marietta Property which may from time--to time be allowed in
whatever zoning category such property is classified, subject. to Article VI:, Section ,8 of this
Agreement.
26. Issuance of Permits.. Mariin,Marietta, and its tenants, licensees, and its.. and their
successors and assign"s,;shall be entitled to the issuance •of.a'zoning permit; improvement location
permit, building, permit or other document signifying zoning compliance by Carmel, together
with other necessary permits for structures, activities, or equipment allowed under the terms of
this Agreelnent'so long'as the construction'requiiements set forth.in"Carrriel's building code are
met. No special use permit, mining overlay, or?other land use permits shall be required for the
issuance ofa zoning; improvement. location permit,;building permit„or other permit for any land
use that complies with this Agreement.
27. No Expiratian.of Righu. It is expressly recognized that Martin Marietta.does not
mine or use all of its property at one time,andithat it would be undesirable to the community for
it to engage in mining everywhere on its °property simultaneously. As a result, it is
acknowledged that the vested rights retained hereundershall apply.to the entirety ofthe property
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1/2176475.4
for which they are recognized, whetherall;of such property is currently orrthen inactive mining
use or not, and shall' not expire or otherwise be diminished unless`expressly abandoned or limited
in a subsequent writing by Martin, Marietta. Martin Marietta's rights, hereunder shall' be
evergreen and shall not.expife. or be deemed abandoned or Waived except by a writing expressly
stating so and signed by Martin Marietta.
28. Inapplicabiiity of iMfiiring Ordinance. The Parties agree that the Mining
Ordinance shall not apply to Martin Marietta's mining, operations on the Martin Marietta
Property or the Mueller Property.
29. Waiver and Release of Claims. In consideration of the agreements set forth
herein, the City, Brainard, and the BZA on the one hand, and Martin Marietta; and Mueller on
the other hand, for themselves and each and every of their respective affiliates, successors, heirs,
executors, administrators and assigns, and their respective curreni and former officers, directors,
shareholders, partners; members, affiliates, employees, agents, or representatives (collectively,
the "Releasing Parties'), do.hereby'covenanf-and agree to.remise,,release. and forever, discharge
the other, and anyand,all of their officers,, directors, shareholders,-partners, affiliates,.rttembers,
employees, agents, and representatives, both.past and present, both in their capacity as officers,
directors,, shareholders, partners, members, employees, agents;, representatives, affiliates, and
individuals,,and their successors, heirs, executors; administrators and assigns (collectively the
"Released Parties"), of and from any and all known or unknown claims, cross-claims and
counterclaims, and any and all third-party, claims, cross-claims and countercl"airris, which have
been or. could have been alleged or which ariserout of the facts or•matters alleged in the Federal
Suit, as well as from any and all known or unknown debts, claims, demands,, actions, causes of
actions, suits, dues, sum,and sums o£money, accounts; reckonings, bonds, specialties, covenants,
contracts, controversies, agreements, promises, doings, omissions, 'variances, trespasses,
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112176475.4
damages, judgments„ extennts, executions and liabilities whatsoever; both in law and in equity,
which the Releasing Parties, and each: of them, ever had, now have, or which they or their
successors, heirs, executors, administrators or assigns hereafter-can, shall, or may have against
the Released Parties,, or any one of them, jointly or severally; for or by reason of any matter,
cause or thing whatsoever arising of any fiine-prior-,to the date ofthis Agreement, through the
date of this Agreement, including bit .no-Climited to. any and all claims; demands or'liabilities
asserted or which could have been;asserted,by the Releasing Parties in the Federal Suitor the
other lawsuits to'be dismissed as referenced"in Article VI, Section 5 above; the intention hereof
being to release completely, absolutely and,:finally;, Ihe" Released Parties from all liabilities
arising from any matter, or thing occurring prior to the 'date of this Agreement.
30. Successors and,Assigns, Third Parry Beneficiaries., This Agreement is intended
to inure to the, benefit of`the parties hereto, to Martin Marietta's and MuelWs, tenants and
licensees (whether'under a lease or at will), and to their successors' and assigns. The parties do
not intend to, and do not,make any other person, thing, or entity a third-party beneficiary of this
Agreement and it shall.be sointerpreted.
31. Notices. For purposes of notice under this Agreement, all such,notices.shall be in
writing, and shall'be effective ;either on (i) the?date of delivery if delivered personally;, (ii) the
day after delivery if sen6'by a, nationally recognized overnight courier-such as Federal Express;
and (iii) three (3) days after delivery with the,United States Postal Service, if sent by First Class
postage.prepaid; certified'rnail; retum`rec_eipt re quested;_in each case addressed to the parties
hereto as follows'
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]12176475.4
If to the City of Cannel:
City'of Carmel
Office of the,Mayor
One Civic Square,
Carmel, TN 46032
With a,copy to:
City of Carmel
Attention: Carmel City Attorney
One Civic Square
Cannel,. IN 46032
If to?Martin Marietta:
'Martin . Marietta. Materials, 4 n c:
Attention: John Tiberi, President - Mideast Division
11405 N. Pennsylvania, Suite 250
Carmel,, IN 46032
Wiih:a copy to:
Martin Marietta Materials; Inc.
Attention: Helen Haynes; Associate General Counsel
:2710 WycliffRoad
Raleigh, NC 27607
and:
led Miller LLP
Attention:ZeffA. Weiss
One American Square, Suite'2900
Indianapolis, IN 46282
and
Phears.& Mo-Novan
Attention: H. Wayne Phears
3399 Peachtree Road, Suite 2050
Atlanta; GA 30326
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112176475.4
If=to the-BZA:
Carmel Board of Zoning Appeals
Attention: Chairman
One Civic Square
Carmel;,rN 46032
With.a copy to:
Carmel.City Attorney
One.Civic Square
Carmel, IN 46032
If to Mayor Brainard.
Mayor James Brainard
One7Civic Square
Carmel, fN 46032
With,a copy to;
Carmel City Attorney
One Civic Square
Carmel, IN 46032
If to, Mueller:
E. &, H. Mueller. Development LLC
Attn: Wilbur Tyner, Jr., Managing Member
16404 Oak Road.
Westfield, 1N 46074
With a .copy to:
Church, Church; Hittle & Antrim
Attn: Michael Antrim,. Esq.
P.O. Box 10
Noblesville, IN 46061-0010
32. Amendment.. This Agreement may only-be amended by an instrument in writing
signed by the parties hereto..
33. Entire Agreement. Except for the: (l) Hazel Dell Agreement and related
documents including but not limited to deeds; (2) the Kingswood Agreement; (3) the Cc-
existence Agreement entered into _in connection with the Water Plant Real Estate; (4) the
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112176475.4-
Confidentiality Agreement enteied into in connection with the Water Plant Real Estate; (5)
commitments of record entered into by Martin,Marietta in connection with any.issuance of a
Special Use Perntit;; (6) the Mueller Agiei mem; and (7) all-agreements between the Muellers and
Martin Marietta; this Agreement constitutes the sole and entire,agreement between the Parties
hereto with respect! to these transactions herein described and supersedes any prior
understandings or written or oral-agreements with respect.to this Agreement.
34. Governing Law. This Agreement shall be governed by and construed in
accordancewnth the laws of the. State of-Indiana.
35. Interpretation: The Parties and their respective. counsel have either participated
in the preparation of this. Agreement or reviewed it,. and. therefore it, is deemed to have been
mutually prepared.
36. Exhibits. All exhibits; referenced herein shall,le,considered'incorporated herein
as an-integral' part of this Agreement..
37. Counterparts: This Agreemehtmay'be executed in separate counterparts each of
which when so executed shall bean original; but all of such counterparts;shall together wtistitute
but one and the same. instrument. This Agreement may be executed by facsimile and any
signature by facsimile shall be deemed to be an original signature.
38. Authorization by Department of Community: Services. The Director of the
Department of Community Services, solely`in.his. representative capacity, is-made,a party hereto
for the sole purpose of confirming and accepting the interpretation and application of laws, rules
and regulations within the jurisdiction of'such Department.
39. Captions; Incorporation of Recitals, and Exhibits. The, captions and headings of
various Articles, Sections and Exhibits referenced'herein are'for convenience only and are not to
be considered as defining or limiting in any way, the:scope or intent of the provisions-hereof
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112176475.4
Notwithstanding the foregoing, each of the Recitals and Exhibits referenced herein are
incorporated and expressly fnade„a parthereof.
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1/2I76475.4
CARMEL.BOARD OF ZONING CITY OF CARMEL
INC.
By:
Roselyn Bar, General Counsel,
Marlin Marietta Materials, Inc,
E &,H MUELLER; DEVELOPMENT LLC
By: Zd azg- 6.?4a - '
Wilbur Tyner, 5r:,.Mastaging Member
JA 7S BRAINA
7
1 is individual aad personal capacity
-2-5-
.
U2 176475.4
MARTIN MARIETTA MATERIALS,
07/17/2a0B 13:01 MARTIN MARIET7A.LEGPL,4 513178154E23'
CARMEL BOARD OF ZONING CITY OF CARMEL
APPEALS
By:
fames llawkins
By,
Carlene Plavchak.
By:
Madeleine;T,orres
By:
Alan Pu=nik
By:
Jay Dorman
By:
James. Bzauuud,.Mayor
Atiest
Douglos.Haney, City Attomey
MARTIN MARIETTA MATERIALS,
INC,
By.: yv J _
RoselNt Bar"Gieneral"Counsel,
Martin Marietta Materials, Inc.
N0..912 002
E. FIMUELLER DEVELOPMFNT LLC
By:
Wilbur Tyner Jr., Mwmging Member
'JAMES' B,RAINATZD
In his,inrlivldual:and personal capacity
MICHAEL P-HOLLIBALICH
Director of the Department of Community
Services
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U3176475:4
4 Gtq 7?i dSZS, 95Y. P: A7
T1 11 _r7-'?nPP 14: 1