Matters ▸ Attachment
Final PR Agreement 1 Westwood Rd 1-4-2022 — File 212872
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PRESERVATION RESTRICTION AGREEMENT
between the
CITY OF SOMERVILLE, MASSACHUSETTS
and the
SOMERVILLE HISTORICAL SOCIETY
THIS PRESERVATION RESTRICTION (this “Restriction”), is made this day of______,
2021, between the Somerville Historical Society dba Somerville Museum (“Grantor”), 1
Westwood Road, Somerville, MA 02143, and the City of Somerville acting by and through its
Historic Preservation Commission ("Grantee"), a governmental body in the Commonwealth of
Massachusetts.
WITNESSETH:
WHEREAS, Grantor is owner in fee simple of certain real property located at 1 Westwood Road,
in the City of Somerville, Middlesex County, Massachusetts (hereinafter referred to as the
"Property"), being that property conveyed by Adelbert B. Carpenter in a deed dated and recorded
on January 26, 1922 with the Middlesex South Registry of Deeds, Book 4489, Page 435, more
particularly described in the aforesaid deed and in Exhibit A, attached hereto and incorporated
herein by this reference; and shown as Lot “1” [one] on a plan entitled “Plan of Land in
Somerville owned by Fannie I. Bradshaw and Reuben P. Benton” dated September 12, 1894,
recorded with the Middlesex South Registry of Deeds at the end of Book 2318, recorded on
November 30, 1894 (the “1894 Plan”) a copy of which is attached hereto and incorporated herein
by this reference as Exhibit B; and shown on an Assessor Parcel Map for Parcel 43-F-14 (Exhibit
C), attached hereto and incorporated herein by this reference, said Property including the
following building (hereinafter referred to as the “Building”);
The Building is a two-story Federal Revival-style building, executed in red brick, with
brick quoins at the corners of the museum and a row of vertically-oriented bricks creating
a beltcourse between the first floor and basement. A vertical line of quoins defines a flat
pavilion at the rear of the south side elevation. This elevation has its own enclosed
pediment above the continuous cornice. A slate roof, whose ridge runs front to back,
covers the building. The front façade has an enclosed pediment, with a circular window
in the middle. The centered entrance is accessed by five granite steps leading to a shallow
landing. The steps are bordered by conical granite bollards with curvilinear wrought iron
rails surmounting the granite side walls, and a modern wrought iron hand rail in the
middle. The side walls of the front steps are finished with large rusticated granite blocks.
The eight-paneled double entry doors are flanked by engaged columns and surmounted
by a fanlight with interlaced mullions and a Federal Revival-style broken-pedimented
lintel. Two square-headed 12/12 double-hung windows flank the entry. These windows
have projecting concrete sills and flush, flared concrete lintels. The second floor of the
front (east) façade has an 8/8 double-hung window centered over the entry. This window
has a projecting concrete sill and a slanted brick lintel with a center concrete keystone.
This window is flanked by two round-headed double-hung windows with interlaced
mullions. Their surrounds have concrete projecting sills and flush brick lintels with
concrete keystones and concrete blocks demarcating the bottoms of the arched lintel. The
basement level has one horizontal opening with a four-light fixed sash to the right of the
entrance stairs. There are five similar basement openings on the north elevation, two on
the south elevation, and two in the rear (west) elevation, some of which are infilled with
modern metal louvers. There is also an excavated well on the north elevation with stairs
down to an entrance with a metal clad door. The south side elevation has seven bays – six
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windows and a raised entrance on the first story and seven windows on the second story.
This elevation is vertically divided by brick quoining between the fourth and fifth bays.
The first story windows are similar in design and material to those on the front (east)
elevation. The second story windows on the east side of the line of quoins have round
heads with surrounds similar those of the two round-headed windows on the front (east)
elevation, and those west of the quoins have flat heads like those on the first story. The
raised entrance on this elevation is accessed by concrete steps leading to a large concrete
entrance porch. The steps and landing have a modern wrought iron handrail. The entrance
consists of a metal-clad six-panel door set in a surround with a three-paned transom
above. The main entry was changed to the south elevation in 1986. Before this change,
the first floor of the rear pavilion contained a door in the last bay and a small Palladian
window to its right. The Palladian window was removed and the current configuration
was built. The north elevation has the same system of windows as the south elevation for
the first four (east) bays; and the western portion of this elevation has no openings. The
rear (west) elevation has three evenly-spaced, but off-set 6/6 double-hung sash set in
surrounds with concrete projecting sills and brick lintels.
The main exhibition hall of the Museum includes Charles Bulfinch's "Flying Double
Staircase," which Bulfinch had designed for the Joseph Barrell Mansion (later the
McLean Asylum) in 1792. The staircase consists of two slightly curved stairs comprised
of molded box treads that have curvilinear molding on the sides and mahogany handrails
with simple rounded balusters. These two sets of stairs meet in the middle below the
upper landing, and then a single set of stairs rises to the landing. This landing is
supported by fluted Corinthian columns, and the face of the landing has raised curvilinear
molding in a wave pattern. The hall also includes the front doors of the original
Somerville Library designed by George Loring. These paired wood doors each have two
molded panels below and two windows above. The door surround includes pilasters
which are carved with an elegant entwined rope pattern. The capitals of the pilasters and
the header above the door have carved acanthus molding. There is a large semi-circular
transom window above the door. The frame of this window is ornamented with
intermittent reeded carving. The leaded glass window has an unusual pattern of small
square and larger circular glass. The Bullfinch stairs and Loring doors are hereinafter
referred to as “Protected Interior Features”;
WHEREAS, the Building and Property are included in the Westwood Road Local Historic
District established by the City of Somerville on March 11, 1985, are a contributing resource to
the Westwood Road Historic District listed in the National Register of Historic Places on
September 18, 1989 as a part of the Somerville Multiple National Register Resource Area; are
subject to a preservation restriction held by the Massachusetts Historical Commission recorded on
November 17, 1986; and as a result of the foregoing, are listed in the State Register of Historic
Places. The Building and Property are historically significant for their architecture, associations,
and/or archaeology, and qualify for the protections of perpetual preservation restrictions under
M.G.L. Chapter 184, sections 31, 32 and 33;
WHEREAS, Grantor and Grantee both recognize the architectural, historic and cultural values
(hereinafter “Preservation Values”) of the Building and Property, and have the common purpose
of preserving the aforesaid preservation values and significance of the Building and Property;
WHEREAS, the Preservation Values of the Building are documented with the following: Legal
Property Description (Exhibit A); the 1894 Plan (Exhibit B); City of Somerville Assessors Map
for Parcel 43-F-14 (Exhibit C); MHC Inventory Form prepared by Barbara Mangum, July 2013
(Exhibit D); and nine (9) photographs taken by Eric Dray in September, 2017 and March, 2018
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(Exhibit E). Exhibits A, B, C, D and E, all attached hereto and incorporated herein by this
reference, are hereinafter referred to as the “Baseline Documentation,” which Baseline
Documentation Grantor and Grantee agree provides an accurate representation of the Building
and the Property as of the effective date of this Preservation Restriction Agreement;
WHEREAS, the grant of a preservation restriction by Grantor to Grantee on the Property will
assist in preserving and maintaining the Building and Property and their architectural, historic,
and cultural features for the benefit of the people of the City of Somerville, Middlesex County,
the Commonwealth of Massachusetts, and the United States of America;
WHEREAS, the City of Somerville Board of Aldermen appropriated $168,191 in Community
Preservation Act funds (the “Grant”) in a meeting convened on March 26, 2015, Agenda item
#198620, for the rehabilitation of the Somerville Museum;
WHEREAS, to that end, Grantor desires to grant to Grantee, and Grantee desires to accept a
preservation restriction (the "Restriction") in gross in perpetuity over the Property and the
exterior of the Building and Protected Interior Features pursuant to the Act.
NOW, THEREFORE, for good and valuable consideration, Grantor does hereby irrevocably
grant and convey unto the Grantee this Restriction in gross in perpetuity over the Property.
1. Purpose. It is the purpose of this Restriction to assure that the architectural, historic, and
cultural features of the exterior and Protected Interior Features of the Building, as described and
documented in the Baseline Documentation, will be retained and maintained forever substantially
in their historically-appropriate condition for preservation purposes and to prevent any use or
change to the exterior of the Building that will significantly impair or interfere with the
Preservation Values of the Building (the “Purpose of this Restriction”). Characteristics that
contribute to the architectural and historical integrity of the Property including include, but are not
limited to, the setting and location of the Building; and architectural features, materials, appearance,
and workmanship of the Building.
2.1 Grantor's Covenants: Covenant to Maintain. Grantor agrees at all times and to the best of its
ability to maintain the Building in sound structural condition and good state of repair in
accordance with the terms of this paragraph (allowing for historically-accurate restoration that
may be made from time to time). It is the Grantor’s intent that the exterior of the Building and
Protected Interior Features be maintained in a physical appearance and composition that is as
close to its current appearance and composition as is reasonably possible. Grantor’s obligation to
maintain shall require replacement, repair, and reconstruction by Grantor whenever necessary to
preserve the exterior of the Building and Protected Interior Features in sound structural condition
and a good state of repair. Subject to the casualty provisions of Paragraphs 7 and 8, this
obligation to maintain shall require repair, restoration, replacement, rebuilding, and
reconstruction of the Building whenever necessary in accordance with The Secretary of the
Interior's Standards for the Treatment of Historic Properties with Guidelines for Preserving.
Rehabilitating, Restoring, and Reconstructing Historic Buildings (36 C.F.R. 67 and 68), as these
may be amended from time to time (the "Secretary's Standards"), and in accordance with the
Restriction Guidelines in Exhibit F which attached hereto and incorporated herein by this
reference.
2.2 Grantor's Covenants: Prohibited Activities. The following acts or uses are expressly forbidden
on, over, or under the Property, except as otherwise conditioned in this paragraph:
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(a) the Building and Protected Interior Features (or any portion thereof) shall not be
demolished, removed, moved or razed except as provided in Paragraphs 7 and 8;
(b) the dumping of ashes, trash, or rubbish is prohibited on the Property; and
(c) no above-ground utility transmission lines, except those reasonably necessary for the
existing Building, may be created on the Property, subject to any utility easements
already recorded;
3.1 Conditional Rights Requiring Approval by Grantee. Without the prior express written
approval of the Grantee, which approval may not be unreasonably withheld but which may be
subject to such reasonable conditions as Grantee in its discretion may determine, Grantor shall
not make any changes to the exterior of the Building exterior or Protected Interior Features,
including the alteration, partial removal, construction, remodeling, or other physical or structural
change, or any changes in material or color or any change to the footprint, size, mass, ridgeline,
and rooflines of the Building, or removal, replacement or alteration of any character-defining
features, such as doors and surrounds and cornice trim. Activities by Grantor to maintain the
exterior of the Building which are intended to be performed in accordance with the provisions of
Paragraph 2.1, and which are of a minor nature, shall not require the prior approval of the
Grantee. For the purposes of this section, interpretation of what constitutes ordinary maintenance
of a minor nature is governed by the Restriction Guidelines, attached hereto and incorporated
herein as Exhibit F.
3.2 Review of Grantor's Requests for Approval. Where Grantee’s permission is required under
Paragraph 3.1, Grantor shall submit to the Grantee two copies of information (including plans,
specifications, and designs where appropriate) identifying the proposed activity with reasonable
specificity. In connection therewith, Grantor shall also submit to the Grantee a timetable for the
proposed activity sufficient to permit the Grantee to monitor such activity. Within forty-five (45)
days of the Grantee's receipt of any plan or written request for approval hereunder, the Grantee
shall certify in writing that (a) it approves the plan or request, or (b) it disapproves the plan or
request as submitted, in which case the Grantee shall provide Grantor with written suggestions for
modification or a written explanation for the Grantee's disapproval. Any failure by the Grantee to
act within forty-five (45) days of receipt of Grantor's submission or resubmission of plans or
requests shall be deemed to constitute approval by the Grantee of the plan or request as submitted
and to permit Grantor to undertake the proposed activity in accordance with the plan or request
submitted so long as the request sets forth the provision of this section relating to deemed
approval following the passage of time, provided that nothing herein shall be construed to permit
Grantor to undertake any of the activities prohibited hereunder.
3.3 Archaeological Activities. The conduct of archaeological activities, including without
limitation survey, excavation, and artifact retrieval, may occur only following the submission of
an archaeological field investigation plan prepared by Grantor and approved in writing by the
Grantee and the State Archaeologist of the Massachusetts Historical Commission pursuant to
M.G.L. c. 9, § 27C and 950 C.M.R. 70.00.
4. Standards for Review. In exercising any authority created by the Restriction to inspect the
Building; to review any construction, repair, restoration, alteration, reconstruction or
construction; or to review casualty damage or to reconstruct or approve reconstruction of the
Building following casualty damage, the Grantee shall apply the Secretary's Standards and the
Restriction Guidelines in Exhibit F.
5. Public Access. The Museum will be open one day per month free of charge to the public. Date
and hours to be reasonably determined between the Grantor and Grantee. Failure to comply with
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the requirements of this paragraph may result in Grantee requiring repayment of all or a portion
of the Grant received by the Grantor.
6. Grantor's Reserved Rights. Subject to the provisions of Paragraphs 2.1, 2.2, and 3.1, the
following rights, uses, and activities of or by Grantor on, over, or under the Property are
permitted by this Restriction and by the Grantee without further approval by the Grantee:
(a) the right to engage in all those acts and uses that: (i) are permitted by governmental
statute or regulation; (ii) do not substantially impair the Preservation Values of the
Building and Protected Interior Features; and (iii) are not inconsistent with the Purpose of
this Restriction;
(b) pursuant to the provisions of Paragraph 2.1, the right to maintain and repair the exterior
of the Building and Protected Interior Features strictly according to the Secretary's
Standards. As used in this subparagraph, the right to maintain and repair shall mean the
use by Grantor of in-kind materials and colors, applied with workmanship comparable to
that which was used in the construction or application of those materials being repaired or
maintained, for the purpose of retaining in good condition the appearance and
construction of the exterior of the Building and the Protected Interior Features. The right
to maintain and repair as used in this subparagraph shall not include the right to make
changes in appearance, materials, colors, and workmanship from that existing prior to the
maintenance and repair without the prior approval of the Grantee in accordance with the
provisions of Paragraphs 3.1 and 3.2; and
(c) the right to provide and maintain a plaque on the Property giving notice of the historical
significance of the Building, subject to Grantee’s reasonable approval.
7. Casualty Damage or Destruction. In the event that the Building shall be materially damaged or
destroyed by fire, flood, windstorm, hurricane, earth movement, or other casualty, Grantor shall
notify the Grantee in writing within fourteen (14) days of the damage or destruction, such
notification including what, if any, emergency work has already been completed. No repairs to or
reconstruction of the exterior or Protected Interior Features of any type, other than emergency
work to prevent further damage to the structural integrity of the Building or the exterior of the
Building or Protected Interior Features, shall be undertaken by Grantor without the Grantee's
prior written approval of the work. Within seventy-five (75) days of the date of damage or
destruction, if required by the Grantee, Grantor at its expense shall submit to the Grantee a
written report prepared by a qualified restoration architect and an engineer who are acceptable to
the Grantor and the Grantee, which report shall include the following:
(a) an assessment of the nature and extent of the damage;
(b) a determination of the feasibility of the restoration of the Building and/or reconstruction
of damaged or destroyed portions of the Building; and
(c) a report of such restoration/reconstruction work necessary to return the Building to the
condition existing at the date hereof.
8. Review After Casualty Damage or Destruction. If, after reviewing the report provided in
Paragraph 7 and assessing the availability of insurance proceeds after satisfaction of any
mortgagee's/lender's claims under Paragraph 9, Grantor and the Grantee agree that the Purpose of
the Restriction will be served by such restoration/reconstruction, Grantor and the Grantee shall
establish a schedule under which Grantor shall complete the restoration/reconstruction of the
Building in accordance with plans and specifications consented to by the parties up to at least the
total of the casualty insurance proceeds available to Grantor.
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If, after reviewing the report and assessing the availability of insurance proceeds after satisfaction
of any mortgagee's/lender's claims under Paragraph 9, Grantor and the Grantee agree that
restoration/reconstruction of the Building is impractical or impossible, or agree that the Purpose
of the Restriction would not be served by such restoration/reconstruction, Grantor may, with the
prior written consent of the Grantee, alter, demolish, remove or raze the Building, and/or
construct new improvements on the Property. In the event that the Building is razed or removed
with the approval of the Grantee, Grantor and Grantee may seek to extinguish this Restriction in
accordance with the laws of the Commonwealth of Massachusetts and Paragraph 21 hereof.
If, after reviewing the report and assessing the availability of insurance proceeds after satisfaction
of any mortgagee's/lender's claims under Paragraph 9, Grantor and the Grantee are unable to
agree that the Purpose of the Restriction will or will not be served by such
restoration/reconstruction, the matter may be referred by either party to binding arbitration and
settled in accordance with the Commonwealth of Massachusetts arbitration statute then in effect,
and all other applicable laws, rules, regulations, and ordinances.
9. Insurance. Grantor shall keep the Building insured by an insurance company rated "A-" or
better by Best's, or is current-day equivalent, as the case may be, for the full replacement value
against loss from the perils commonly insured under standard fire and extended coverage policies
and comprehensive general liability insurance against claims for personal injury, death, and
property damage. Property damage insurance shall include change in condition and building
ordinance coverage, in form and amount sufficient to replace fully the damaged Building without
cost or expense to Grantor or contribution or coinsurance from Grantor. Grantor shall deliver
annually and within ten (10) business days of any additional written request by the Grantee,
certificates of such insurance coverage. Upon presentation of evidence by the Grantee that the
insured value is less than the actual replacement value, then the Grantor shall purchase additional
insurance sufficient to cover the actual replacement value. In the event that such a presentation
has been made that the insurance is insufficient, the Grantor shall pay for the Grantee’s cost in
procuring such evidence. Provided, however, that whenever the Property is encumbered with a
mortgage or deed of trust nothing contained in this paragraph shall jeopardize the prior claim, if
any, of the mortgagee/lender to the insurance proceeds.
10. Hold Harmless. Grantor hereby agrees to protect, hold harmless, and defend Grantee, its
boards, commissions, appointees, agents, directors, employees, or independent contractors from
and against any and all claims, liabilities, expenses, costs, damages, losses, and expenditures
(including reasonable attorneys' fees and disbursements hereafter incurred) arising out of or in
connection with injury to or death of any person as a result of the existence of this Restriction;
physical damage to the Building; the presence or release in, on, or about the Building, at any
time, of any substance now or hereafter defined, listed, or otherwise classified pursuant to any
law, ordinance, or regulation as a hazardous, toxic, polluting or contaminating substance; or other
injury or other damage occurring on or about the Building; unless such injury, death, or damage is
caused by Grantee or its boards, commissions, appointees, agents, directors, employees, or
independent contractors.
11. Written Notice. Any notice which either Grantor or Grantee may desire or be required to give
to the other party shall be in writing and shall be mailed postage prepaid by overnight courier,
registered or certified mail with return receipt requested, or hand delivered as follows:
To Grantor:
Somerville Historical Society
1 Westwood Road
Somerville, MA 02143
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To Grantee:
City of Somerville by and through
Somerville Historic Preservation Commission
Somerville City Hall
93 Highland Avenue
Somerville, MA 02143
or to such address as any of the above parties shall designate from time to time by written notice
to the other. In the event no current address is known or can be reasonably obtained for the party
to which notice is intended to be given, then the party giving notice shall publish such notice in a
newspaper of general circulation covering on at least a weekly basis the City of Somerville, or its
modern-day functional equivalent.
12. Evidence of Compliance. Upon request by Grantor, Grantee shall promptly furnish Grantor
with certification that, to the best of Grantee's knowledge, Grantor is in compliance with the
obligations of Grantor contained herein, or that otherwise evidences the status of this Restriction
to the extent of Grantee's knowledge thereof.
13. Inspection. Upon reasonable prior notice to Grantor, there is hereby granted to Grantee and its
representatives the right to enter the Property, including the interior of the Building, at reasonable
times and in a reasonable manner for the purpose of inspecting the same to determine compliance
with this Preservation Restriction Agreement. Grantee shall inspect the property a minimum of
one time per year.
14. Grantee's Remedies The rights hereby granted shall include the right to enforce this
Agreement by appropriate legal proceedings and to obtain injunctive and other equitable relief
against any violations, including, without limitation, relief requiring restoration of the Property to
its condition prior to the time of the injury complained of (it being agreed that Grantee shall have
no remedy at law), and shall be in addition to and not in limitation of any other rights and
remedies available to Grantee; provided, however, prior to commencement of any legal
proceedings the Grantee shall first send a written notice of its intention to pursue legal action with
a statement of the factual and legal basis of such claim and within thirty (30) days of receipt of
such notice by the Grantor both parties shall enter in good faith into mediation with a mutually
agreeable neutral third-party trained in resolving disputes. The expense of mediation shall be split
evenly between the parties.
Provided that a violation of this Agreement is acknowledged by Grantor or determined by a court
of competent jurisdiction to have occurred, Grantor covenants and agrees to reimburse Grantee all
reasonable costs and expenses (including without limitation reasonable counsel fees) incurred in
enforcing this Agreement or in taking reasonable measure to remedy, abate any violation thereof.
By its acceptance, Grantee does not undertake any liability or obligation relating to the condition
of the Property, including with respect to compliance with hazardous materials or other
environmental laws and regulations. This Agreement shall be enforced by Grantee in its sole
discretion. Nothing herein shall impose upon the Grantee any affirmative obligation or liability
relating to the condition of the Property. Failure by the Grantee to enforce any provision or
condition set forth herein, or to exercise any rights hereby conveyed, shall not constitute a release
or waiver of any such right or condition.
15. Notice from Government Authorities. Grantor shall deliver to Grantee copies of any notice of
violation or lien relating to the Building and the Property received by Grantor from any
government authority within five (5) days of receipt by Grantor. Upon request by Grantee,
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Grantor shall promptly furnish Grantee with evidence of Grantor's compliance with such notice or
lien where compliance is required by law.
16. Notice of Proposed Sale. Grantor shall promptly notify Grantee in writing of any proposed
sale of the Property and provide the opportunity for Grantee to explain the terms of the
Restriction to potential new owners prior to sale closing.
17. Runs with the Land. Except as provided in Paragraphs 8 and 22, the obligations imposed by
this Restriction shall be effective in perpetuity and shall be deemed to run as a binding servitude
with the Property. This Restriction shall extend to and be binding upon Grantor and Grantee, their
respective successors in interest and all persons hereafter claiming under or through Grantor and
Grantee, and the words "Grantor" and "Grantee" when used herein shall include all such persons.
Any right, title, or interest herein granted to Grantee also shall be deemed granted to each
successor and assign of Grantee and each such following successor and assign thereof, and the
word "Grantee" shall include all such successors and assigns.
Anything contained herein to the contrary notwithstanding, an owner of the Property shall have
no obligation pursuant to this instrument where such owner shall cease to have any ownership
interest in the Property by reason of a bona fide transfer. The restrictions, stipulations and
covenants contained in this Restriction shall be inserted by Grantor, verbatim or by express
reference, in any subsequent deed or other legal instrument by which Grantor divests itself of
either the fee simple title to or any lesser estate in the Property or any part thereof, including by
way of example and not limitation, a lease of all or a portion of the Property.
18. Assignment. In the event that Grantee shall cease to function in its present capacity, Grantee
may convey, assign, or transfer this Restriction to a unit of federal, state, or local government or
to a similar local, state, or national organization that is a charitable corporation or trust qualified
under the Act to hold a preservation restriction, provided that any such conveyance, assignment
or transfer requires that the Purpose for which the Restriction was granted will continue to be
carried out. Grantor shall give prior written approval of such conveyance, assignment, or transfer
by Grantee, such approval not to be unreasonably withheld.
19. Repayment. At such time as the Property is transferred to an entity unaffiliated with the
Grantor or at such time as this restriction is no longer in effect (a “Determining Event”), then
upon such Determining Event, the sum to be repaid to the City shall be:
(a) fifty (50%) of the total Grant, if the Determining Event occurs on or before the tenth
anniversary of the effective date as defined by Paragraph 21;
(b) twenty-five (25%) of the total Grant; if between the tenth anniversary and the twenty-
fifth anniversary of the effective date as defined by Paragraph 21;
(c) ten (10%) of the total Grant; if between the twenty-fifth anniversary and the fiftieth
anniversary of the effective date as defined by Paragraph 21;
(d) zero (0%) of the total Grant; if after the fiftieth anniversary of the effective date as
defined by Paragraph 21.
Should the Grantee’s Community Preservation Fund no longer exist for any reason, such as the
Grantee having opted out of Chapter 44B, the proceeds shall be used in a manner consistent with
the preservation purpose set forth herein as a continuing trust.
20. Alternate Designee. Grantee may, at its discretion, remove and replace its designee to
administer, manage, and enforce this Restriction, provided that any new designee is qualified as
such under the Act and other applicable law.
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21. Recording and Effective Date. Grantor shall do and perform at its own cost all acts necessary
to the prompt recording of this instrument in the Middlesex South Registry of Deeds. Grantor and
Grantee intend that the restrictions arising under this Restriction take effect on the day and year
this instrument is recorded in the Middlesex South Registry of Deeds.
22. Extinguishment. Grantor and Grantee hereby recognize that an unexpected change in the
conditions surrounding the Property may make impossible the continued ownership or use of the
Property for the Purpose of this Restriction and necessitate extinguishment of the Restriction.
Such a change in conditions may include, but is not limited to, partial or total destruction of the
Building resulting from casualty. Such an extinguishment must meet all the requirements of the
Act and the Laws of the Commonwealth for extinguishment, including approvals by the City of
Somerville and the Massachusetts Historical Commission following public hearings to determine
that such extinguishment is in the public interest.
23. Condemnation. If all or any part of the Property is taken under the power of eminent domain
by public, corporate, or other authority, or otherwise acquired by such authority through a
purchase in lieu of a taking, Grantor and Grantee shall join in appropriate proceedings at the time
of such taking to recover the full value of those interests in the Property that are subject to the
taking and all incidental and direct damages resulting from the taking. All expenses reasonably
incurred by Grantor and Grantee in connection with such taking shall be paid out of the recovered
proceeds. Such recovered proceeds shall be paid in the manner as set forth in Paragraph 19.
24. Dissolution. Upon the dissolution of the Grantor, the Board of Trustees after paying or
making provision for the payment of all of the liabilities of the Grantor shall dispose of all of the
assets of the Grantor exclusively for the purpose of the Grantor in such manner or to such
organizations(s) organized and operated exclusively for charitable, educational, religious
purposes as shall at the time qualify as exempt organization(s) under Section 501(c)(3) of the
Internal Revenue Code of 1986 (or the corresponding provision of any future United States
Internal Revenue law) as the Board of Trustees shall determine. Any assets not disposed of shall
be disposed of by a court of competent jurisdiction, in which the principal office of the Grantor is
then located, exclusively for such purposes or to such organization(s) as the court shall
determine which are organized and operated exclusively for such purposes.
25. Insertion in Subsequent Instruments
Grantor shall insert a reference to this Agreement, such reference to include Registry book and
page number of this Agreement, into any subsequent deed or other legal instrument by which
Grantor divests itself of either the fee simple title or any lesser estate in the Property.
Concurrently, with its entering into any such deed or other legal instrument, Grantor shall give
written notice to Grantee of same. Failure by Grantor to comply with the requirements of this
Paragraph 25 shall not affect the validity, enforceability or priority of this Agreement or any lien
arising hereunder.
26. Interpretation. The following provisions shall govern the effectiveness, interpretation, and
duration of the Restriction:
(a) Any rule of strict construction designed to limit the breadth of restrictions on alienation
or use of the Property shall not apply in the construction or interpretation of this
Restriction and this instrument shall be interpreted broadly to affect its Purpose and the
transfer of rights and the restrictions on use herein contained.
(b) This instrument may be executed in two counterparts, one of which is to be retained by
Grantor and the other, after recording, to be retained by Grantee. In the event of any
disparity between the counterparts produced, the recorded counterpart shall in all cases
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govern. Except as provided in the preceding sentence, each counterpart shall constitute
the entire agreement of the parties.
(c) This instrument is made pursuant to the Act, but the invalidity of such Act or any part
thereof shall not affect the validity and enforceability of this Restriction according to its
terms, it being the intent of the parties to agree and to bind themselves, their successors
and their assigns in perpetuity to each term of this instrument whether this instrument be
enforceable by reason of any statute, common law or private agreement either in
existence now or at any time subsequent hereto.
(d) Nothing contained herein shall be interpreted to authorize or permit Grantor to violate
any ordinance or regulation relating to building materials, construction methods, or use.
In the event of any conflict between any such ordinance or regulation and the terms
hereof Grantor promptly shall notify Grantee of such conflict and shall cooperate with
Grantee and the applicable governmental entity to accommodate the purposes of both this
Restriction and such ordinance or regulation.
(e) The invalidity or unenforceability of any provision of this Restriction shall not affect the
validity or enforceability of any other provision of this Restriction.
27. Amendment. If circumstances arise under which an amendment to or modification of this
Restriction would be appropriate, Grantor and Grantee may by mutual written agreement jointly
amend this Restriction, provided that no amendment shall be made that will adversely affect the
qualification of this Restriction or the status of Grantee under any applicable law. Any such
amendment shall be consistent with the protection of the Preservation Values of the Property and
the Purpose of this Restriction; shall not affect its perpetual duration; shall not permit any private
inurement to any person or entity; and shall not adversely impact the overall architectural and
historic values protected by this Restriction. Any such amendment shall be effective when the
requirements of the Act with respect to amendments have been met and the amendment is
recorded in the Middlesex South Registry of Deeds. Nothing in this paragraph shall require
Grantor or Grantee to agree to any amendment or to consult or negotiate regarding any
amendment.
28. Subordination. Grantor and Grantee acknowledge that of the date of this Restriction, the
Property, and the Building are subject to a Perpetual Preservation Restriction Agreement held by
the Commonwealth of Massachusetts by and through the Massachusetts Historical Commission
and recorded with the Middlesex South Registry of Deeds on November 17, 1986 in Book 17581,
Page 566 (hereinafter the “MHC Agreement”). Grantor agrees that in addition to complying with
the terms and conditions of this Restriction, Grantor will continue to comply with the restrictions
contained in the MHC Agreement, as it may be amended from time to time. Grantor and Grantee
agree that this Restriction shall be subservient to the MHC Agreement and further agree that
should any dispute arise between Grantee and the Massachusetts Historical Commission in the
process of fulfilling the requirements of these restrictions, the Grantee shall defer to the demands
and requirements set out by the Massachusetts Historical Commission.
TO HAVE AND TO HOLD, the said Preservation Restriction, unto the said Grantee and its
successors and permitted assigns forever.
11
IN WITNESS WHEREOF, Grantor and Grantee have set their hands under seal on the days and
year set forth below.
GRANTOR:
Somerville Historical Society dba Somerville Museum
By and through its President, Board of Directors
Barbara Mangum, President
and
Somerville Historical Society dba Somerville Museum
By and through its Treasurer, Board of Directors
Dyan Blewett, Treasurer
COMMONWEALTH OF MASSACHUSETTS
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Barbara Mangum provided to me through satisfactory evidence of identification which
was _______________________ to be the person whose name is signed on the proceeding or
attached document, and acknowledged to me that Barbara Mangum signed it voluntarily for its
stated purpose, as President, Board of Directors, of Somerville Historical Society dba Somerville
Museum.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of __________, 2021, before me, the undersigned notary public, personally
appeared Dyan Blewett, provided to me through satisfactory evidence of identification which was
_______________________ to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Dyan Blewett signed it voluntarily for its stated purpose,
as Treasurer, Board of Directors, of Somerville Historical Society dba Somerville Museum.
______________________________
Notary Public
My commission expires:
(seal)
12
APPROVAL AND ACCEPTANCE BY CITY OF SOMERVILLE
On _____________, 2021, the Somerville City Council, by majority vote, voted to Approve and
Accept this Agreement.
______________________________
Matthew McLaughlin, President, Ward 1 Councilor
______________________________
Ben Ewen-Campen, Vice-President, Ward 3 Councilor
_____________________________
Kristen Strezo, At-Large
______________________________
Willie Burnley, Jr., At-Large
______________________________
Charlotte Kelly, At-Large
______________________________
Jake Wilson, At-Large
______________________________
Jefferson Thomas Scott, Ward 2
______________________________
Jesse Clingan, Ward 4
______________________________
Beatriz Gomez Mouakad, Ward 5
______________________________
Lance Davis, Ward 6
______________________________
Judy Pineda Neufeld, Ward 7
_______________________________
Katjana Ballantyne, Mayor
13
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Matthew McLaughlin, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Matthew McLaughlin signed it voluntarily
for its stated purpose as Ward 1 Councilor and City Council President, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Ben Ewan-Campen, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Ben Ewan-Campen signed it voluntarily for
its stated purpose as Ward 3 Councilor and City Council Vice-President, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Kristen Strezo, provided to me through satisfactory evidence of identification which
was _______________________ to be the person whose name is signed on the proceeding or
attached document, and acknowledged to me that Kristen Strezo signed it voluntarily for its stated
purpose as an At-Large City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
14
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Willie Burnley, Jr., provided to me through satisfactory evidence of identification which
was _______________________ to be the person whose name is signed on the proceeding or
attached document, and acknowledged to me that Willie Burnley, Jr. signed it voluntarily for its
stated purpose as an At-Large City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Charlotte Kelly, provided to me through satisfactory evidence of identification which
was _______________________ to be the person whose name is signed on the proceeding or
attached document, and acknowledged to me that Charlotte Kelly signed it voluntarily for its
stated purpose as an At-Large City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Jake Wilson, provided to me through satisfactory evidence of identification which was
_______________________ to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Jake Wilson signed it voluntarily for its stated purpose
as an At-Large City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
15
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Jefferson Thomas Scott, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Jefferson Thomas Scott signed it voluntarily
for its stated purpose as Ward 2 City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Jesse Clingan, provided to me through satisfactory evidence of identification which was
_______________________ to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Jesse Clingan signed it voluntarily for its stated purpose
as Ward 4 City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Beatriz Gomez Mouakad, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Beatriz Gomez Mouakad signed it
voluntarily for its stated purpose as Ward 5 City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
16
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Lance Davis, provided to me through satisfactory evidence of identification which was
_______________________ to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Lance Davis signed it voluntarily for its stated purpose
as Ward 6 City Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Judy Pineda Neufeld, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Judy Pineda Neufeld signed it voluntarily for
its stated purpose as Ward 7 Councilor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
Middlesex, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Katjana Ballantyne, provided to me through satisfactory evidence of identification
which was _______________________ to be the person whose name is signed on the proceeding
or attached document, and acknowledged to me that Katjana Ballantyne signed it voluntarily for
its stated purpose, as Mayor, City of Somerville.
______________________________
Notary Public
My commission expires:
(seal)
17
ACCEPTANCE BY SOMERVILLE HISTORIC PRESERVATION COMMISSION
On _____________, 2021, the Somerville Historic Preservation Commission, by majority vote,
voted to Accept this Agreement.
Historic Preservation Commission:
Eric Parkes, Chairman, duly authorized
COMMONWEALTH OF MASSACHUSETTS
Middlesex, ss.
On this ___ day of _______, 2021, before me, the undersigned notary public, personally appeared
Eric Parkes, provided to me through satisfactory evidence of identification which was
_______________________ to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Eric Parkes signed it voluntarily for its stated purpose, as
Chairman, City of Somerville Historic Preservation Commission.
______________________________
Notary Public
My commission expires:
(seal)
18
APPROVAL BY THE MASSACHUSETTS HISTORICAL COMMISSION
COMMONWEALTH OF MASSACHUSETTS
The undersigned Executive Director and Clerk of the Massachusetts Historical Commission,
hereby certifies that the foregoing Preservation Restriction to the City of Somerville, acting by
and through its Somerville Historic Preservation Commission (Grantee), has been approved by
the Massachusetts Historical Commission in the public interest pursuant to MGL, Chapter 184,
Section 32.
By: ___________________________________
Brona Simon, Executive Director and Clerk
COMMONWEALTH OF MASSACHUSETTS
Suffolk, ss.
On this ___ day of ________, 2021, before me, the undersigned notary public, personally
appeared Brona Simon proved to me through satisfactory evidence of identification which was
personal knowledge to be the person whose name is signed on the proceeding or attached
document, and acknowledged to me that Brona Simon signed it voluntarily for its stated purpose,
as Executive Director and Clerk of the Massachusetts Historical Commission.
______________________________
Notary Public
My commission expires:
(seal)
19
EXHIBIT A
LEGAL DESCRIPTION
The land, with subsequent improvements thereon, in Somerville, Massachusetts described in a
1922 deed, Book 4489, Page 435, described as follows:
A certain parcel of land, being lot one (1) on a plan of land in Somerville owned by Fannie I.
Bradshaw and Reuben P. Benton, George A. Kimball, surveyor, dated September 12, 1894, and
recorded with Middlesex South District Deeds at the end of Book 2318, and bounded: beginning
at the corner of Central Street and Westwood Road and thence running northeasterly by Central
Street fifty (50) feet to land formerly of Charlotte M. Carpenter, thence turning and running
northwesterly by land of said Charlotte M. Carpenter, ninety two and 39/100 (92.39) feet to land
now or formerly of Elizabeth D. Sibley, thence turning and running southwesterly by land of said
Elizabeth D. Sibley, forty nine and 94/100 (49.94) feet to Westwood Road and thence turning and
running southeasterly by Westwood Road, ninety (90) feet to the point of beginning, containing
forty five hundred and fifty four (4554) square feet.
Source: Middlesex South District Registry of Deeds, Book 4489, Page 435
20
EXHIBIT B
“Plan of Land in Somerville owned by Fannie I. Bradshaw and Reuben P. Benton” dated
September 12, 1894
21
RXHHIBIT C
Assessor Map, parcel 43-F-14
22
EXHIBIT D
MHC INVENTORY BUILDING FORM, prepared by Barbara Mangum, 2013
23
24
25
26
EXHIBIT E
Nine (9) Photographs, taken by Eric Dray, September 2017 and March 2018
Photo 1. View of front (east) and right (north) side elevations.
27
Photo 2. View of front (east) elevation.
28
Photo 3. View of front (east) and left side (south) elevations.
29
Photo 4. View of south elevation.
30
Photo 5. View of rear (west) and south elevations.
31
Photo 6. View of rear (west) elevation.
32
Photo 7. View of interior Loring Library doors, looking southeast.
33
Photo 8. View of Bullfinch stairs, looking northwest.
34
Photo 9. View of Bullfinch stairs, looking northwest.
35
EXHIBIT F
RESTRICTION GUIDELINES
A. MAJOR VS. MINOR
The purpose of the Restriction Guidelines is to clarify paragraph three of the terms of the
preservation restriction, which deals with alterations to the Property. Under this section permission
from the GRANTEE is required for any major alteration. Alterations of a minor nature, which are
part of ordinary maintenance and repair, do not require GRANTEE review.
In an effort to explain what constitutes a minor alteration and what constitutes a major change,
which must be reviewed by the GRANTEE, the following list has been developed. By no means is
this list comprehensive: it is only a sampling of some of the more common alterations, which may
be contemplated by the property owner.
PAINT
Minor - Hand scraping and repainting of non-decorative and non-significant surfaces as
part of periodic maintenance.
Major - Painting or fully stripping decorative surfaces or distinctive stylistic features
including murals, stenciling, ornamental woodwork, stone, masonry, decorative or
significant original stucco or plaster.
WINDOWS AND DOORS
Minor - Regular maintenance including caulking, painting and necessary reglazing.
Repair or in-kind replacement of existing individual decayed window parts.
Major - Wholesale replacement of units; change in fenestration or materials; alteration of
profile or setback of windows. The addition of storm windows is also considered a major
change; however, with notification it is commonly acceptable.
EXTERIOR
Minor - Spot repair of existing cladding and roofing including in-kind replacement of
clapboards, shingles, slates, etc.
Major - Large-scale repair or replacement of cladding or roofing. Change involving
inappropriate removal or addition of materials or building elements (i.e. removal of
chimneys or cornice detailing; installation of architectural detail which does not have a
historical basis); altering or demolishing building additions; spot repointing of masonry.
Structural stabilization of the property is also considered a major alteration.
LANDSCAPE/OUTBUILDINGS
Minor - Routine maintenance of outbuildings and landscape including lawn mowing,
pruning, planting, painting, and repair.
Major - Moving or subdividing buildings or property; altering of property; altering or
removing significant landscape features such as gardens, vistas, walks, plantings, walls,
fences; ground disturbance affecting archaeological resources.
HEATING/AIR CONDITIONING/ELECTRICAL/PLUMBING SYSTEMS
Minor - Repair of existing systems.
36
Major - Installing or upgrading systems which will result in major exterior appearance
changes (i.e. exterior ducts, piping, ventilators, HVAC units); the removal of substantial
quantities of original materials in the course of construction.
Changes classified as major alterations are not necessarily unacceptable. Under the preservation
restriction such changes must be reviewed by the GRANTEE and their impact on the historic
integrity of the property assessed.
It is the responsibility of the property owner to notify the GRANTEE in writing when any major
alterations are contemplated. Substantial alterations may necessitate review of plans and
specifications.
The intent of the preservation restriction is to enable the GRANTEE to review proposed alterations
and assess their impact on the integrity of the building, not to preclude future change. GRANTEE
will attempt to work with property owner to develop mutually satisfactory solutions, which are in
the best interests of the Property.
B. KEY FEATURES
Any changes which would impact the exterior envelope of the Building and Protected Interior
Features must be reviewed and approved by the Grantee. Changes shall include both repair and
replacement of existing key features and historically-accurate restoration where possible of
missing or replaced key features. Grantor will give special consideration to changes which will
impact the key architectural features (Key Features) of the Building including the following:
Exterior
1. Red brick elevations, including brick quoins.
2. North Country black slate roofing (installed 2012).
3. Ornamental cast masonry details including window sills and lintels with keystones.
4. Ornamental wood details including pedimented cornice with modillion blocks.
5. Federal Revival-style front entrance and surround including granite steps and bollards.
6. Multi-paned wood true-divided single-glazed windows, including arch-topped sash on
second floor and oculus window on front elevation.
Protected Interior Features
1. Bullfinch Flying Staircase.
2. Loring library doors and surround.
Site
View of Building from Westwood Road and Central Street.
C. SPECIFIC STANDARDS
The following standards are included to establish a general level of quality for all work, and are
considered essential to achieve the Town's primary objective for the Property.
1. Paint: Changes in exterior paint colors of trim, windows and doors must be historically
appropriate and must be approved by the Grantee.
2. Roof material: Existing North Country black slate shingles were installed in 2012. If
replacement is required, replacement must match the existing in color, size and material.
3. Foundation and exterior walls: If repointing is needed, the mortar must match the joint
depth, profile and color of existing mortar, and be of a composition that is similar or
compatible to the existing mortar. If replacement fieldstones are required, they must
match the existing in color and size. Sealants are not permitted on the masonry or mortar.
4. Dormers and Skylights: New dormers and skylights are not permitted.
37
5. Trim and Decoration: Maintain original trim as possible, replace-in-kind if necessary.
6. Windows: Wood windows were restored in 2013. Existing wood windows must be
repaired and, if the existing windows require replacement, they must be replaced-in-kind,
i.e. wood, single-glazed, true-divided sash which replicate the muntin pattern.
7. Storm windows: Most windows currently have interior storm panels. Exterior storm
windows or storm panels may be allowed provided they match the color of the underlying
window surround and the meeting rails must align with the meeting rails of the window
sash.
8. Doors and storm doors: Front doors must be restored if possible and if not, must be
replaced-in-kind. Replacement of other doors must be wood, and be compatible in
design, color, and finish of existing historic doors, as approved by the Grantee. Storm
doors are allowed provided they are as visually minimal as possible, including use of full-
light panels to maximize visibility of the underlying doors, as approved by the Grantee.
9. Building-Attached Lighting Fixtures: Light fixtures may be used but must be minimal in
appearance, appropriate to the Building.
10. Equipment: Window mounted HVAC or other ventilation equipment are not permitted.
Openings made for HVAC or other equipment on the exterior of the Building must be
located in a manner that does not detract from the Building.
11. Exterior landscape features: Exterior landscape features, including plantings, trees,
walkways and fences must not obscure the view of the Building from the public streets.