HomeMy WebLinkAboutRES 83-084 r ,
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RESOLUTION APPROVING THE ISSUANCE OF
BEAUMONT HOUSING FINANCE CORPORATION
$1, 600 ,000 MULTI-FAMILY HOUSING REVENUE BONDS ,
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
WHEREAS , by a duly adopted resolution of the City
Council (the "Governing Body") of the City of Beaumont Texas
(the "City") , the Governing Body authorized and approved the
creation of the Beaumont Housing Finance Corporation (the
"Corporation") pursuant to the Texas Housing Finance
Corporations Act , Article 12691-7 , Vernon' s Annotated Texas
Civil Statutes , as amended (the' "Act") ; and
WHEREAS , the Corporation has been duly and properly
created and organized as a housing finance corporation under
the Act; and
WHEREAS , the Act authorizes the Corporation to (i) lend
money for corporate purposes , (ii) issue revenue bonds for
the purpose of providing financing for, and to defray in
whole or part, the development costs of residential
developments located within the City and intended to be
occupied substantially (at least 90 percent) by persons of
low and moderate income, as determined in Rules and
Regulations adopted by the Board of Directors of the
Corporation, and (iii) rent, lease, sell or otherwise dispose
of such residential developments , or loan the proceeds of
such revenue bonds to any person to defray, in whole or in
part, the development costs of any residential development;
and
WHEREAS, the definition of "residential development" in
the Act includes the acquisition, construction, reconstruc-
tion, rehabilitation, repair, alteration, improvement, or
extension of any land, interest in land, building, structure,
facility, system, fixture, improvement , addition, appurte-
nance, machinery, or equipment or any combination thereof,
all real and personal property deemed necessary in connection
therewith, and all real and personal property or improvements
functionally related and subordinate thereto , substantially
(at least 90 percent) for use by or intended to be occupied
substantially (at least 90 percent) by persons of low and
moderate income, as determined in Rules and Regulations
adopted by the Board of Directors of the Corporation; and
WHEREAS , the definition of "development costs" in the
Act includes the sum total of all reasonable or necessary
,
costs incidental to the providing, acquisition, construction,
reconstruction, rehabilitation, repair, alteration,
improvement, and extension of a residential development ,
including, without limitation, the following: the cost of
studies and surveys; plans and specifications ; architectural
and engineering services; financial advisory, mortgage
banking and administrative services; underwriting fees ;
legal, accounting, marketing, and other special services
relating to residential development or incurred in connection
with the issuance and sale of bonds ; necessary application
and other fees to federal , state , and local government
agencies for any requisite approvals for construction, for
assisted financing or otherwise; financing, acquisition,
demolition, constrution, equipment, and site development of
new and rehabilitated buildings ; the relocation of utilities ,
public ways , and parks ; the construction of recreational,
cultural , and commercial facilities ; rehabilitation,
reconstruction, repair, or remodeling of existing buildings
and all other necessary and incidental expenses , including
trustee and rating agency fees and. an initial bond and
interest reserve together with interest on bonds issued to
finance a residential development to a date 12 months
subsequent to the estimated date of completion; any premiums
for mortgage insurance or insurance with respect to bonds ;
and such other expenses as the Corporation may. deem
appropriate to effectuate the purposes of the Act; and
WHEREAS , Section 103(b) (4) (A) of the Internal Revenue
Code of 1954 , as amended (the "Code") , provides that the
interest on industrial development bonds (in the form of
fully registered obligations) issued by or on behalf of a
state or a political subdivision thereof as part of an issue
substantially all (at least 90 percent) of the proceeds of
which are to be used to provide projects for residential
rental property shall be exempt from federal income taxation
if at least 20 percent of the units in each project are to be
occupied by individuals of low or moderate income , within the
meaning of Section 103(b) (12) (C) of the Code , at all times
during the qualified project period set forth in Section
103(b) (12) (B) of the Code; and
WHEREAS, the Act provides that the proceeds of revenue
bonds issued pursuant to the Act may be used to defray, in
whole or in part, the development costs of residential
developments intended to be occupied substantially (at least
90 percent) by persons of low and moderate income whose
adjusted gross income, together with the adjusted gross
income of all persons who intend to reside with such persons
in one dwelling unit, did not, for the immediately preceding
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taxable year, exceed the maximum amount established as
constituting moderate income in Rules and Regulations adopted
by the Board of Directors of the Corporation; and
WHEREAS, on February 3 , 1983 , the Corporation duly
adopted a RESOLUTION DECLARING INTENT TO ISSUE BONDS TO
PROVIDE FINANCING FOR A RESIDENTIAL DEVELOPMENT FOR PERSONS
OF LOW AND MODERATE INCOME (VIRGINIA VILLAGE DEVELOPMENT) ;
PRESCRIBING CERTAIN TERMS AND CONDITIONS OF SUCH BONDS; AND
CONTAINING OTHER PROVISIONS RELATING TO THE SUBJECT, a copy
of which is attached hereto as Exhibit "A" , wherein it is
proposed that the Corporation issue its revenue bonds for the
purpose of providing tax exempt financing for a multi-family
rental residential development (the "Development") consisting
of approximately 138 dwelling units to be located within the
City on the land described in Exhibit "B" , and to be owned by
Virginia Village Venture , a joint venture, or its permitted
assigns (the ' Owner") ; and wherein the Corporation has
indicated its intent to issue its Multi-Family Housing
Revenue Bonds, Series 1983 (Virginia Village Development)
(the "Bonds") , in the approximate aggregate principal amount
of . $1 , 600 ,000 to defray, in whole or in part , certain
development costs incurred or paid with respect to the
Development, subject to the consummation of certain
contractual agreements between the Corporation and the Owner
and the satisfaction of other conditions set forth in said
Resolution; and
WHEREAS , the Owner has indicated its willingness to
enter into contractual agreements with the Corporation
providing assurance satisfactory to the Corporation that at
least 90 percent of the dwelling units comprising the
Development will be occupied at all times by persons of low
and moderate income , as determined in accordance with the
Rules and Regulations adopted by the Board of Directors of
the Corporation, that the Development will serve or be
available for general public use in accordance with Treas .
Reg. 1. 103-8(a) (2) and shall . -be used otherwise than on a
transient basis (within the meaning of the Code and the
Regulations promulgated thereunder) , and that substantially
all (at least 92 percent) of the proceeds of the issuance of
the Bonds will be used to provide projects for residential
rental property, at least 20 percent of which project units
will be occupied (or held vacant and available for occupancy)
by individuals of low or moderate income within the meaning
of Section 103(b) (12) (c) of the Code at all times during the
qualified project period set forth in Section 103(b) (12) (B)
of the Code; and
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A
WHEREAS, the Corporation proposes to adopt substantially
in the form attached as Exhibit C a RESOLUTION AUTHORIZING
THE ISSUANCE OF BEAUMONT HOUSING FINANCE CORPORATION
$1 ,600 ,000 MULTI-FAMILY HOUSING REVENUE BONDS , SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT) , THE EXECUTION OF A TRUST
INDENTURE AND OTHER RELATED DOCUMENTS , AND ADOPTION OF CER-
TAIN RULES AND REGULATIONS , wherein the Corporation proposes
to approve the Development and authorize and direct the
issuance of the Bonds to finance and defray, in whole or in
part , the development costs of the Development , in accordance
with the terms , conditions and provisions of such Resolution;
and
WHEREAS , the Governing Body has determined that the
issuance of the Bonds and the approval of the Development
will further the public purposes of the Act, and desires to
-approve and authorize the proposed Development and the
issuance of the Bonds by the Corporation to finance and
defray, in whole or in part, certain development costs of the
Development; and
WHEREAS, as a prerequisite to the exemption from federal
income tax of interest on obligations issued pursuant to
Sectin 103(b) (4) (A) of the Code , Section 103 (k) of the Code
provides that such issue must be approved by the applicable
elected representative of the governmental unit on whose
behalf such obligations are issued and each governmental
jurisdiction over the area in which any facility to be
financed from the proceeds of such issue is located (except
that if more than one governmental unit has jurisdiction over
the entire area in which such facility is located, only one
governmental unit need approve the issue) , only after a
public hearing has been held; and
WHEREAS, the City is a "governmental unit" within the
meaning of the Code; and
WHEREAS, as the elected legislative body of the
governmental unit within which the entire Development is
located, the Governing Body is an "applicable elected
representative" of the governmental unit with specific
authority within the meaning of Section 103(k) of the Code;
and
WHEREAS, the facilities comprising the Development are
looated entirely within the geographic jurisdiction of the
City, thus necessitating only one public hearing and approval
pursuant to Section 103(k) of the Code; and
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d'
WHEREAS, in compliance with Section 103(k) of the Code,
and the Open Meetings Law, as amended, Article 6252-17 ,
Vernon' s Annotated Texas Civil Statutes , notice in writing of
a public hearing to approve issuance of the Bonds has been
published in a newspaper of general circulation in the City
on February 11, February 18 , and February 25 , 1983 , and
written notice has also been posted continuously at City Hall
since February 11 , 1983 , and pursuant to such notice, the
Governing Body has this day held a public hearing for the
purpose of considering the authorization and approval of the
proposed Development and the issuance of the Bonds; and
WHEREAS , this public hearing has been conducted in order
to provide an opportunity for persons with differing views on
both the authorization and issuance of the Bonds and the
location and nature of the Development to be heard, and in
order to comply with Section 103(k) of the Code and the Act;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
BEAUMONT, TEXAS:
Section 1 . The Governing Body hereby finds ,
determines , recites and declares that the issuance of the
Bonds to provide tax exempt financing for the proposed
Development, and the approval of the proposed Development , is
in furtherance of and will promote the public purposes of the
Act, including, without limitation, assisting persons of low
and moderate income to obtain decent, safe and sanitary
housing at rentals they can afford.
Section 2 . The Governing Body, as the elected
legislative moody of the City, and for the purposes of
complying with the terms and provisions of Section
103(b) (4) (A) and 103 (k) of the Code and the Act , does hereby
approve, ratify, adopt and confirm the Resolutions of the
Corporation, in substantially the forms attached hereto as
Exhibits "A" and "C" ; and does hereby approve and authorize
the Development contemplated in such Resolutions and the
issuance of the Bonds by the Corporation in the amount and
for the purposes therein expressed, including, without
limitation, the financing of development costs in connection
with the proposed Development.
Section 3 . The Governing Body has considered
evidence oft'he publication and posting of notice of this
meeting and public hearing and officially finds , determines ,
recites , and declares that a sufficient written and
reasonable public notice of the date , hour and place of this
meeting and public hearing and of the subject matter of this
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Resolution, was published in a newspaper of general
circulation in the City not less than fourteen (14) days
prior to this meeting and public hearing, and thereafter
weekly, and was. also posted on a bulletin board at a place
convenient to the public in the City Hall of the Governmental
Unit (within the meaning of Section 103 of the Code) not less
than fourteen (14) days preceding the convening of this
meeting and public hearing; that such place of posting was
readily accessible to the general public at all times from
the time of posting until the convening of such meeting and
public hearing; that such meeting and public hearing was open
to the public as required by law at all times during which
this Resolution and the subject matter hereof were discussed,
considered, and formally acted upon; that the giving of
notice in the manner provided above was reasonably designed
to apprise residents of the City of the proposed
authorization and issuance of the Bonds and approval of the
Development; that the meeting and public hearing was
conducted in a manner that provided a reasonable opportunity
for persons with differing views on the issuance of the Bonds
and the nature and location of the Development facilities to
be heard; and that this meeting and public hearing was held
at a time and place convenient for persons affected by the
financing of the Development and issuance of the Bonds ; and
that the foregoing notice and hearing complied with the Open
Meetings Law, as amended, Article 6252-17 , Vernon' s Annotated
Texas Civil Statutes, and Section 103(k) of the Code.
PASSED, ADOPTED AND APPROVED THIS 1st DAY OF MARCH,
1983 .
ayor
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RESOLUTION
AUTHORIZING THE ISSUANCE OF
BEAUMONT HOUSING FINANCE CORPORATION
$1,600 , 000
MULTI-FAMILY HOUSING REVENUE BONDS,
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT) ,
THE EXECUTION OF A TRUST INDENTURE
AND
OTHER RELATED DOCUMENTS ,
AND
ADOPTION OF CERTAIN RULES AND REGULATIONS
TABLE OF CONTENTS
(The Table of Contents is not a part of the Resolution
but is for convenience of reference only)
PAGE
Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Recitals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Resolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
SECTION 1 . APPROVAL OF TRANSACTION. . . . . . . . . . . . . 4
(a) Approval of the Bonds . . . . . . . . . . 4
(b) Approval of the Agreement. . . . . . 4
(c) Requirement as to the Deed
of Trust and Collateral
Assignment. . . . . . . . . . . . . . . . . . . . . 5
(d) Requirement as to
Guarantee Agreement. . . . . . . . . . . . 5
(e) Conditions Precedent to Closing
of the Transaction. . . . . . 5
(f) Approval of Sale of the�Bonds . . 6
(g) Issuance Furthers the Purposes
of the Act. . . . . . . . . . . . . . . . . 6
(h) Incorporation by Reference. . . . . 7
(i) Additional Authorizations to
Officers of the Corporation. . . . 7
(j ) Effective Date of the Bond
Resolution. . . . . . . . . . . . . . . . . . . . . 7
(k) Defined Terms . . . . . . . . . . . . . . . . . . 7
SECTION 2 . DATE, DENOMINATION, NUMBERS , AND
MATURITIES OF THE BONDS. . . . . . . . . . . . . 7
SECTION 3. INTEREST ON THE BONDS. . . . . . . . . . . . . . . 8
SECTION 4 . GENERAL CHARACTERISTICS OF
THE BONDS . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
(a) In General. . . . . . . . . . . . . . . . . 8
(b) Registration Books . . • . . . . 9
(c) Payment to Registered Holder. . . 9
(d) Notation of Prepayment. . . . . . . . . 9
SECTION 5 . FORM OF BOND. . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 6 . PLEDGE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
SECTION 7 . DEBT SERVICE FUND. . . . . . . . . . . . . . . . . . . 22
(a) Establishment of Debt Service
Fund. . 22
(b) Accrued� Interest . . . . . . . . . . . . . . . 22
(c) Installment Loan Payments . . . . . . 22
(d) Redemption. . . . . . . . . . . . . . . . 24
(e) , Payments from Debt Service
Fund. . . . . . . . . . . . . . . . . . . . . 24
(f) Immediately Available Funds . . . . 24
(g) Investment of Funds . . . . . . . . . . . . 24
SECTION 8 . SECURITY FOR FUNDS. . . . . . . . . . . . . . . . . . 25
SECTION 9. THE OWNER' S PAYMENTS . . . . . . . . . . . . . . . . 25
(a) Limitations On Owner' s
Obligation. . . . . . . . . . . . . . . . . . . . . 25
(b) Prepayments . . . . . . . . . . . . . . . . . . . . 26
SECTION 10 . ADDITIONAL PARITY BONDS . . . . . . . . . . . . . 26
(a) Additional Bonds . . . . . . . . . . . . . 26
(b) Amendments to Trust Indenture
Unnecessary. . . . . . . . . . . . . . . . . . . . 28
SECTION 11. SPECIAL COVENANTS. . . . . . . . . . . . . . . . . . . 28
(a) Installment Loan Payments
Pledged to Bonds Only. . . . . . . . . . 28
(b) Non-Encumbrance. . . . . . . . . . . . . . . . 28
(c) Performance by Corporation. . . . . 28
(d) Certain Modifications
Prohibited. . . . . . . . . . . . . . . . . . . . 28
SECTION 12 . THE BONDS ARE SPECIAL OBLIGATIONS. . . 29
SECTION 13 . AMENDMENTS. . . . . . . . . . . . . . . . . . . . . . . . . . 29
(a) Amendment with Consent of
Holders of 75% of the Bonds . . . . 29
(b) Notice of Amendment. . . . . . . . . . . . 30
(c) Consent to Amendment. . . . . . . . . . . 31
(d) Effect of Amendment. . . . . . . . . . . . 31
(e) Consent of Bondholders . . . . . . . . . 31
(f) Ownership of the Bonds . . . . . . . . . 32
(g) Amendments Without Consent. . . . . 32
(h) Special Exception. . . . . . . . . . . . . . 32
SECTION 14 . ESTABLISHMENT OF CONSTRUCTION FUND. . 32
(a) Deposit of Bond Proceeds into
Construction Fund. . . . . . . . . . . . . . 32
(b) Investment of Money in
Construction Fund. . . . . . . . . . . . . . 33
(c) Deposit of Accrued Interest,
Income , and Profits . . . . . . . . . . . . 33
SECTION 15 . PAYMENTS FROM CONSTRUCTION FUND. . . . . 34
(a) Corporation' s Administrative
Overhead Expenses and
Other Costs . . . . . . . . . . . . . . . 34
(b) Reimbursement for and Pay-
ment of Cost of the
Development. . . . . . . . . . . . . . . . . . . . 34
(c) Reliance by Trustee. . . . . . . . . . . . 35
SECTION 16 . SURPLUS CONSTRUCTION FUNDS . . . . . . . . . . 35
(a) Disposition of Surplus
Funds . . . . . . . . . . . . . . . . . . . . 35
(b) Disposition of* Construction
Fund upon Acceleration and
Redemption. . . . . . . . . . . . . . . . . . . . . 36
SECTION 17. DAMAGED, MUTILATED, LOST, STOLEN,
OR DESTROYED BONDS . . . . . . . . . . . . . . . . . . 36
(a) Replacement Bonds . . . . . . . . . . . . . . 36
(b) Application for Substitute
Bonds . . . . . . . . . . . . . . . . . . . . 36
(c) No Default Occurred. . . . . . . . . . 37
(d) Charge for Issuing Substitute
Bonds . . . . . . . . . . . . . . . . . . . 37
(e) Authority for� Issuing
Substitute Bonds . . . . . . . . . . . . . . . 37
SECTION 18 . NO ARBITRAGE. . . . . . . . . . . . . . . . . . . . . . . . 37
SECTION 19 . ADOPTION OF RULES AND REGULATIONS
AS TO LOW AND MODERATE INCOME
LEVELS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
1
EXHIBITS
A Trust Indenture
B Loan Agreement
C Deed of Trust, Assignment of Rents
and Security Agreement
D Collateral Assignment and
Security Agreement
E Guarantee Agreement
F Letter of Representation
G Investment Letter
RESOLUTION AUTHORIZING THE ISSUANCE OF BEAUMONT
HOUSING FINANCE CORPORATION MULTI-FAMILY
HOUSING REVENUE BONDS , SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT) ,
THE EXECUTION OF A TRUST INDENTURE
AND OTHER RELATED DOCUMENTS , AND
ADOPTION OF CERTAIN RULES AND REGULATIONS
WHEREAS, Beaumont Housing Finance Corporation (the
"Corporation") has been duly created and organized pursuant
to and in accordance with the provisions of the Texas
Housing Finance Corporations Act , Article 12691-7 , Vernon' s
Annotated Texas Civil Statutes , as amended (the "Act") ; and
WHEREAS , the Act authorizes the Corporation to issue
revenue bonds for the purposes of providing financing for .
and to loan sufficient funds to any person to defray in
whole or in part the development costs of residential
developments located within the City of Beaumont , Texas (the
"City") , and intended to be occupied substantially (at least
907) by persons of low and moderate income as determined in
Rules and Regulations adopted by the Board of Directors of
the Corporation (the "Board") ; and
WHEREAS , Section 103 (b) (4) (A) of the Internal Revenue
Code of 1954 , as amended (the "Code") , provides that the
interest on fully registered obligations issued by or on
behalf of a state or a political subdivision thereof,
substantially all of the proceeds of which obligations are
to be used to provide projects for residential rental
property, shall be exempt from federal income taxation if at
least 20 percent of the dwelling units in each project are
to be occupied by individuals of low or moderate income ,
within the meaning of Section 103(b) (12) (C) of the Code at
all times during the qualified project period set forth in
Section 103 (b) (12) (B) of the Code; and
WHEREAS, the Board adopted a resolution on February 3 ,
1983 (the "Inducement Resolution") , whereby in accordance
with the provisions of the Act , the Corporation has agreed
to issue its revenue bonds for the purpose of providing
financing for a multi-family residential development (the
"Development") consisting of approximately 138 dwelling
units to be rehabilitated by Virginia Village Venture (the
"Owner") and to be located within the City on the real
estate which was initially described in Exhibit A to the
Inducement Resolution and which is more fully described in
the hereinafter described Loan Agreement; and
WHEREAS , for purposes of financing the Development, the
Corporation now desires to (i) authorize the issuance of its
Multi-Family Housing Revenue Bonds , Series 1983 (Virginia
Village Development) (the "Bonds") , in the maximum aggregate
principal amount of $1 , 600 , 000 , pursuant to the terms and
provisions of a trust indenture, (ii) provide for the sale
of the Bonds to the purchasers described herein, (iii)
provide for the payment of the principal of and premium, if
any, and liquidated damages , if any, and interest on the
Bonds with revenues derived from the loan of proceeds of the
sale of the Bonds (except for any amount representing
accrued interest on the Bonds) to the Owner pursuant to the
terms and provisions of a loan agreement and (iv) take and
authorize certain other actions in connection with the
foregoing; and
WHEREAS , on March 1 , 1983 , after a public hearing as
required by and in compliance with Section 103 (k) of the
Code , the City adopted a written resolution specifically
approving the Development , the Inducement Resolution, this
Resolution, and the issuance of the Bonds ; and
WHEREAS , pursuant 'to the terms of the hereinafter
described Loan Agreement, the Owner has agreed and
covenanted with the Corporation that (i) in accordance with
the Act , at least 90 percent of the dwelling units in the
Development will be occupied at all times by persons of low
and moderate income , as determined in Rules and Regulations
adopted by the Board on behalf of the Corporation, and (ii)
in accordance with the Code , at least 20 percent of the
dwelling units in the Development will be occupied (or held
vacant and available for occupancy) by individuals of low or
moderate income within the meaning of Section 103 (b) (12) (C)
of the Code at all times during the qualified project period
set forth in Section 103 (b) (12) (B) of the Code; and
WHEREAS , by the terms of this resolution the Board has
found and determined under the Act and adopted as a part of*
the Rules and Regulations of the Corporation effective as of
January 1 , 1983 , that for purposes of occupancy of dwelling
units in the Development, a person of low or moderate income
shall be a person whose adjusted gross income, together with
the adjusted gross incomes of all persons who intend to
reside with such person in one dwelling unit , did not exceed
$40 , 000 . 00 for the calendar year 1982; and
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WHEREAS, pursuant to Section 8 of the United States
Housing Act of 1937 , as amended (the "Housing Act") , the
United States of America, acting through the Department of
Housing and Urban Development ("HUD") , has entered into an
Annual Contributions Contract dated as of September 28 ,
1981 , as amended (the "Annual Contributions Contract") with
the Housing Authority of the City of Beaumont, Texas (the
"Authority") , providing for the payment of annual
contributions by HUD to the Authority to be used to pay a
portion of the rent of tenants who are eligible for such
assistance under HUD regulations ; and
WHEREAS , pursuant to the Annual Contributions Contract
the Authority has executed with respect to the Development
an Agreement to Enter into a Housing Assistance Payments
Contract dated as of September 15 , 1982 (the "Section 8
Agreement") , providing for the execution of a Housing
Assistance Payments Contract (the "Section 8 Contract") upon
completion of the Development and its acceptance by HUD; and
WHEREAS, the Board has examined proposed forms of a
trust indenture, a note , a loan agreement , a collateral
assignment and security agreement , a letter of
representation and an investment letter, all comprising a
part of this resolution, and the Board finds the form and
substance of such documents to be satisfactory and that the
recitals and findings contained therein are true, correct
and complete and hereby adopts and incorporates by reference
such recitals and findings as if set forth in full in this
resolution, and finds that it is in the best interest of the
public and the Corporation and will assist in carrying out
the public purpose of the Corporation and the Act to
authorize the execution and delivery of such documents ; and
WHEREAS , the Board has examined the proposed form of a
guarantee agreement pursuant to which C. L. Sherman, Jr. ,
James J. Conway, Jr. , Wayne D. Sherman, Robert G. Quinn, J.
D. Martin III, A. S . Crawford and F. L. Stanley (the
"Guarantors") agree on a proportionate basis to guarantee
payment of the principal of and premium, if any, and
liquidated damages , if any, and interest on the Bonds , and
the Board finds the form and substance of such document to
be satisfactory and that the agreement of the Guarantors as
contained therein constitutes a material inducement to the
Corporation to issue and sell the Bonds and in reliance
thereon, the Board is willing to adopt this resolution and
authorize the actions to be taken hereunder; and
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WHEREAS, the Board has examined the proposed form of a
deed of trust, assignment of rents and security agreement
from the Owner to Donald W. Cioban, as mortgage trustee , for
the benefit of the Corporation, and the Board finds the form
and substance of such document to be satisfactory;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
DIRECTORS OF BEAUMONT HOUSING FINANCE CORPORATION, THAT:
Section 1. APPROVAL OF TRANSACTION.
(a) Approval of the Bonds . The Corporation hereby
authorizes and dire cts t e issuance of the Bonds in the
maximum aggregate principal amount of $1, 600 ,000 , in
accordance with a trust indenture substantially in the form
of the Trust Indenture, dated as of March 1 , 1983 (the
"Trust Indenture") , by and between the Corporation and
InterFirst Bank-Beaumont, as trustee (the "Trustee") ,
attached to this resolution as Exhibit A, the form, terms
and provisions of the Trust Indenture and the Bonds being
hereby authorized and approved, and the President and any
Vice President of the Corporation are hereby severally
authorized and directed to execute and deliver such
Indenture and the Bonds on behalf of the Corporation, and
the Secretary or any Assistant Secretary of the Corporation
is hereby authorized to attest and affix the Corporation' s
seal thereto , with such changes therein as the officers
executing the same may approve, such approval to be conclu-
sively evidenced by such execution thereof.
(b) Approval of the Agreement. The loan of the
proceeds of the sale o t e Bonds (except for any amount
representing accrued interest on the Bonds) by the Corpora-
tion to the Owner in order to provide financing for the
costs of the Development shall be effected pursuant to the
terms and provisions of a loan agreement substantially in
the form of the Loan Agreement dated as of March 1 , 1983
(the "Agreement") , by and between the Corporation and the
Owner, attached to this resolution as Exhibit B , the form,
terms and provisions of the Agreement being hereby
authorized and approved, and the President and any Vice
President of the Corporation are hereby severally authorized
and directed to execute and deliver the Agreement on behalf
of the Corporation, and the Secretary or any Assistant
Secretary of the Corporation is hereby authorized to attest
and affix the Corporation' s seal thereto , with such changes
therein as the officers executing the same may approve, such
approval to be conclusively evidenced by such execution
thereof.
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(c) Requirement as to Deed of Trust and Collateral
Assignment. As a con ition t i.
to e actions aut orze in
this Section, the Owner shall have executed a deed of trust ,
assignment of rents and security agreement substantially in
the form of the Deed of Trust , Assignment of Rents and
Security Agreement dated as of March 1 , 1983 (the "Deed of
Trust") , from the Owner to Donald W. Cioban, as mortgage
trustee , for the benefit of the_ Corporation, attached to
this resolution as Exhibit C, the form, terms and provisions
thereof being hereby authorized and approved.
The assignment of the Corporation' s rights under the
Deed of Trust and the Note (as defined therein) to the
Trustee for the benefit of the holders of the Bonds , shall
be effected pursuant to the terms and provisions of a
collateral assignment and security agreement substantially
in the form of the Collateral Assignment and Security
Agreement dated as of March 1 , 1983 (the "Collateral
Assignment") , from the Corporation to the Trustee , and
attached to this Resolution as Exhibit D, the form, terms
and provisions of the Collateral Assignment being hereby
authorized and approved, and the President and any Vice
President of the Corporation are hereby severally authorized
and directed to execute and deliver the Collateral
Assignment on behalf of the Corporation, and the Secretary
or any Assistant Secretary is hereby authorized to attest
and affix the Corporation' s seal thereto , with such changes
therein as the officers executing the same may approve, such
approval to be conclusively evidenced by such execution
thereof.
(d) Requirement as to Guarantee Agreement. As a
condition to the actions authorized in this Section, the
Guarantors shall have executed a guarantee agreement
substantially in the form of the Guarantee Agreement dated
as of March 1 , 1983 (the "Guarantee") , from the Guarantors
to the Trustee , attached hereto as Exhibit E, the form,
terms and provisions of the Guarantee being hereby
authorized and approved.
(e) Conditions Precedent to Closing of the Transaction.
The actions and obligations authorized in this Section shall
be subject to and conditioned upon the receipt by the
Corporation at the Closing Date (as hereinafter defined) of
(i) a letter of representation from the Owner and the
Guarantors , duly authorized and executed by the Owner and
the Guarantors , substantially in the form of the Letter of
Representation, dated the Closing Date (the "Letter of
Representation") and attached to this resolution as Exhibit
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F, the form, terms and provisions of the Letter of
Representation being hereby authorized and approved and the
President and any Vice President of the Corporation are
hereby severally authorized to signify the Corporation' s
acceptance and confirmation of such Letter of Representation
by executing the same on behalf of the Corporation in
multiple counterparts ; (ii) an investment letter, duly
authorized and executed by the Purchasers (as hereinafter
defined) , substantially in the form of the Investment
Letter, dated the Closing Date (the "Investment Letter") and
attached to this resolution as Exhibit G, the form, terms
and provisions of such Investment Letter being hereby
authorized and approved; (iii) the purchase price for the
Bonds ; and (iv) such opinions , evidences , certificates ,
instruments or other documents as shall be requested by the.
Corporation' s Counsel or by Bond Counsel, to evidence due
performance or satisfaction by the Owner at or prior to such
time of all agreements then to be performed and all
conditions then to be satisfied by it.
(f) Approval of Sale of the Bonds . The sale and
delivery of the Bonds by the Corporation to the following
named purchasers (collectively the "Purchasers") is hereby
approved and authorized at the par value thereof plus
accrued interest from the date of the Bonds until the date
of delivery and payment for the Bonds (the "Closing Date") :
PURCHASER PRINCIPAL AMOUNT
InterFirst Bank-Beaumont $ 500 , 000
Allied Bank Beaumont 500 , 000
First City National Bank of
Beaumont 175 , 000
Texas Commerce Bank-Beaumont ,
N.A. 175 , 000
Parkdale Bank 150 , 000
Texas Bank of Beaumont , Texas 100 , 000
(g) Issuance Furthers the Purposes of the Act. The
Board of Directors of the Corporation hereby Inds ,
determines , recites and declares that the issuance of the
Bonds on the terms and conditions set out in this resolution
so as to provide financing for the Development is in
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furtherance of and will promote the public purposes set
forth in Section 3 of the Act, including without limitation
assisting persons of low and moderate income to obtain
decent , safe and sanitary housing at rentals they can
afford.
(h) Incorporation by Reference. All of the terms and
provisions of trie ocuments attached as Exhibits A through G
to this resolution shall be and the same are hereby made a
part of this resolution.
(i) Additional Authorizations to Officers of the Cor o-
ration. The officers , employees and agents ot the
Corporation, and each of them, shall be and each is
expressly authorized, empowered and directed from time to
time and at any time to do and perform all acts and things
and to execute , acknowledge and deliver in the name and
under the corporate seal and on behalf of the Corporation
all certificates , financing statements , instruments and
other papers , whether or not herein mentioned, as they may
determine to be necessary or desirable in order to carry out
the terms and provisions of this resolution and of the Bonds
to be issued hereunder, as well as the terms and provisions
of the Agreement, the Trust Indenture, the Note, the Deed of
Trust , the Letter of Representation, the Collateral
Assignment and the Guarantee hereby authorized and approved,
such determination to be conclusively evidenced by the
performance of such acts and things and the execution of any
such certificate , financing statement , instrument or other
paper.
(j ) Effective Date of the Bond Resolution. This
resolution shall take effect and be in full force and effect
upon and after its passage.
(k) Defined Terms . Unless otherwise indicated, all
capitalized terms used herein shall have the meanings set
forth in (i) this resolution and (ii) the documents which
are incorporated herein pursuant to (h) above . This
resolution is sometimes herein referred to as the "Bond
Resolution" .
Section 2 . DATE, DENOMINATION, NUMBERS , AND MATURITIES
OF THE BONDS. The Bonds initial y authorized hereby shall
be dated March 1 , 1983 , shall be issued and delivered in the
form of fully registered bonds , without coupons , payable in
installments to the registered holders thereof, or
registered assigns , all in the manner hereinafter provided,
with the Bonds to be initially payable to the Purchasers in
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monthly installments on the dates and in the amounts as set
forth in Section 5 hereof and to be numbered and issued as
follows :
NUMBER OWNER DENOMINATION
R-001 InterFirst Bank-Beaumont $ 500 , 000
R=002 Allied Bank Beaumont 500 , 000
R-003 First City National Bank
of Beaumont 1752000
R-004 Texas Commerce Bank-Beaumont,
N.A. 175 , 000
R-005 Parkdale Bank 150 , 000
R-006 Texas Bank of Beaumont , Texas 100 , 000
Section 3 . INTEREST ON THE BONDS. The Bonds initially
authorized hereby shall bear interest on the unpaid balance
of the principal amount thereof from March 1 , 1983 , to the
scheduled due date or to the date - of prepayment or
redemption of the principal installments of the Bonds prior
to the scheduled due date , at a per annum rate equal to the
Bond Interest Rate (as defined in Section 5 hereof) . The
interest shall be payable on the dates and in the manner
provided in Section 5 .
Section 4 . GENERAL CHARACTERISTICS OF THE BONDS.
(a) In General. The Bonds initially authorized hereby
shall be issued, s all be payable , may or shall be prepaid
or redeemed prior to the scheduled principal installment
payment dates , may be transferred and assigned, shall have
the characteristics , and shall be signed, executed and
sealed, all as provided and in the manner indicated in
Section 5 . After the Bonds have been authorized to be
issued by the Board but prior to the delivery of the Bonds ,
the Trustee shall authenticate the Bonds by executing the
Trustee ' s Certificate of Authentication appearing on the
Bonds as provided in Section 5 . In addition, on the date of
delivery of the Bonds to the initial purchasers thereof, the
Trustee shall fill in the date of delivery of the Bonds in
the Delivery Certificate appearing on the Bonds as provided
in Section 5 .
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(b) Re istration Books . The Corporation shall keep or
cause to be kept at t e principal corporate trust office of
the Trustee books for the registration and transfer of Bonds
(the "Bond Registration Books") and the Corporation hereby
appoints the Trustee as its registrar and transfer agent
(the "Registrar") to keep such books and make such
registrations and transfers under reasonable regulations as
the Corporation or the Registrar may prescribe; and the
Registrar will register or transfer- as herein provided any
Bonds upon presentation thereof at such office . The
Corporation, the Owner and each Bondholder shall have the
right to inspect the Bond Registration Books during the
normal business hours of the Trustee.
Registration of the Bonds and ownership thereof may be
transferred only on the Bond Registration Books upon
surrender of the Bond by the registered holder in person or
by his duly authorized attorney, by proper written
instrument of transfer, in the form and with guaranty of
signatures satisfactory to the Registrar, duly executed by
such holder or attorney. Upon such surrender for transfer
of registration, the Registrar shall make notation DE such
transfer on the Bonds in the Assignment section appearing
thereon and in the Bond Registration Books . Such transfers
of registration shall be made without charge to the holder
of such Bonds , but any taxes or other governmental charges
required to be paid with respect to the same shall be paid
by the Bondholder requesting such transfer of registration,
as a condition precedent to the exercise of such privilege.
(c) Payment to Registered Holder. The person in whose
name any Bond shall be registered on the Bond Registration
Books may be deemed and treated as the absolute holder
thereof for all purposes of this Bond Resolution and the
Trust Indenture whether or not such Bond shall be overdue,
and the Corporation, the Trustee , and the Owner shall not be
affected by any notice to the contrary; and payment of, or
on account of, the principal of, premium, if any, agreed
liquidated damages , if any, and interest on any such Bond
shall be made only to such registered holder thereof; but
such registration may be changed as provided herein. All
such payments shall be valid and effectual to satisfy and
discharge the liability upon such Bond to the extent of the
sum or sums so paid.
(d) Notation of Prepayment. The Corporation hereby
appoints the Trustee as the Paying Agent for the Bonds .
Upon the prepayment or partial redemption of any Bond, the
Trustee , as Registrar and Paying Agent , shall note in the
J
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Prepayment Record appearing on such Bond the amount of such
prepayment or redemption, the date said payment was made and
the remaining unpaid principal balance of said Bond and
shall then have said entry signed by an authorized official
of the Trustee. The Trustee shall also record such
information in the Bond Registration Books , and the Trustee
shall also record in the Bond Registration Books all
payments of principal installments on the Bonds when made on
their respective due dates .
Section 5 . FORM OF BOND. The form of Bond, together
with the forms of the various certificates and forms to
appear on the Bonds , shall be substantially as follows , with
necessary and appropriate variations , omissions , and
insertions as permitted or required by this Bond Resolution:
f
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FORM OF BOND
NO. $
UNITED STATES OF AMERICA
STATE OF TEXAS
BEAUMONT HOUSING FINANCE CORPORATION
MULTI-FAMILY HOUSING REVENUE BONDS ,
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
BEAUMONT HOUSING FINANCE CORPORATION (the
"Corporation") , being duly created and organized as a
housing finance corporation under the Texas Housing Finance
Corporations Act , Article 12691-7 , Vernon' s Annotated Texas
Civil Statutes , as amended (the "Act") , and acting on behalf
of the City of Beaumont , Texas , hereby promises to pay to
, or its registered
assigns , the aggregate principal amount of
DOLLARS.
THIS BOND AND THE SERIES OF BONDS OF WHICH IT IS A PART
HAVE BEEN ISSUED UNDER AND PURSUANT TO THE ACT, AND DO NOT
CONSTITUTE AN INDEBTEDNESS OR OBLIGATION (LEGAL, GENERAL,
SPECIAL, MORAL OR OTHERWISE) OF THE CITY OF BEAUMONT (OR ANY
OTHER CITY, COUNTY, OR OTHER MUNICIPAL OR POLITICAL
CORPORATION OR SUBDIVISION OF THE STATE OF TEXAS) OR OF THE
STATE OF TEXAS , OR A LOAN OF CREDIT OF ANY OF THEM, WITHIN
THE MEANING OF ANY CONSTITUTIONAL OR STATUTORY PROVISIONS.
THIS BOND SHALL BE PAYABLE (i) in principal install-
ments on the first day of each month in the 180-month period
(the "Principal Payment Period") in the amounts shown below
commencing on April 1 , 1983 and (ii) with interest thereon,
from March 1 , 1983 , on the balance of said principal amount
from time to time remaining unpaid, at a per annum rate
equal to the Bond Interest Rate (as hereinafter defined) ,
and at the maximum lawful per annum rate on overdue princi-
pal and, to the extent legally permissible, on overdue
interest, with interest being payable on said unpaid princi-
pal balance during the period from March 1 , 1983 , until this
Bond is fully paid, on the first day of each month commenc-
ing April 1 , 1983 , in the amounts shown below (or in such
other amounts as may be payable after any adjustment to the
Bond Interest Rate as hereinafter provided) :
t
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THE TERM "BOND INTEREST RATE" shall mean the rate of
11% per annum, computed on a 365-366 day basis , as adjusted
pursuant to the provisions of the next following sentence.
Notwithstanding the foregoing, if at any time the Bond
Interest Rate exceeds the maximum net interest cost which
will produce a net effective interest rate in excess of 15%
per annum or such other maximum per annum rate as set out in
Article 717k-2 , Vernon' s Annotated Texas Civil Statutes , as
amended, then the Bond Interest Rate shall not exceed 15%
per annum or such other maximum set out in such Article.
THE PRINCIPAL of and interest on this Bond shall be
payable in lawful money of the United States of America,
without exchange or collection charges . Payment of
principal and interest , shall be made to the registered
owner by check or draft mailed by InterFirst Bank-Beaumont
(the "Trustee" , "Paying Agent" , and "Registrar" for this
Bond) or its successor appointed under the Trust Indenture
(hereinafter defined) , to the registered holder at its
address as it appears on the Bond Registration Books kept by
the Trustee; provided that in the alternative such payment
may be made by any other method requested in writing by the
registered holder, subject to the approval of the Trustee.
The final payment of principal on this Bond shall be paid
only upon surrender of this Bond to the Trustee for
cancellation. Any prepayment or redemption of any principal
installments of this Bond shall be made only upon
presentation of this Bond to the Trustee , who shall make
notation of such prepayment or redemption in the Prepayment
Record endorsed hereon.
THIS BOND is one of a series of Bonds dated as of
March 1 , 1983 , authorized and issued in the aggregate
principal amount of $1 , 600 , 000 pursuant to a resolution
adopted by the Board of Directors of the Corporation (the
"Bond Resolution") on behalf of the City of Beaumont , Texas ,
all issued or to be issued under a trust indenture , dated as
of March 1 , 1983 (the "Trust Indenture") , between the
Corporation and the Trustee , pursuant to and in full
conformity with the Constitution and the laws of the State
of Texas . The Bonds are issued in order to provide funds
for the Corporation to lend to Virginia Village Venture, a
Texas Joint Venture (the "Owner") , in order to finance the
development costs of Virginia Village Development (together
with the Owner' s interest in the site thereof, the
"Development") . Payment of the principal of, and premium,
if any, and liquidated damages , if any, and interest on this
Bond has been unconditionally guaranteed on a proportionate
basis by C. L. Sherman, Jr. , James J. Conway, Jr. , Wayne D.
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Sherman, Robert G. Quinn, J. D. Martin III, A. S . Crawford,
and F. L. Stanley (the "Guarantors") , pursuant to a
guarantee agreement dated as of March 1, 1983 , between the
Trustee and the Guarantors (the "Guarantee") . The proceeds
of the sale \of the Bonds will be loaned to the Owner on a
limited recourse basis pursuant to a loan agreement, dated
as of March 1 , 1983 (the "Agreement") , between the
Corporation and the Owner, and the Owner' s obligations under
the Agreement will be further evidenced by the Owner' s
execution and issuance of a limited recourse note (the
"Note") which will be in an amount equal to the aggregate
principal amount of the Bonds and which will constitute a
renewal, extension and settlement of the Owner' s liability
under two promissory note acquired by the Corporation
incident to issuance of the Bonds . Contemporaneously with
the execution of the Agreement , the Owner executed a deed of
trust , assignment of rents , and security agreement dated as
of March 1 , 1983 (the "Deed of Trust") , pursuant to which
the Owner bargained, sold, granted, conveyed, transferred,
mortgaged, pledged and assigned to Donald W. Cioban, as
mortgage trustee , for the use and benefit of the
Corporation, and further granted to the Corporation a
security interest in, the Development and certain other
properties , in order to secure the payment of the
Installment Loan Payments (as defined in the Agreement) and
the Note, according to their tenor and effect, and certain
other indebtedness of the Owner , and the performance and
observance by the Owner of all of the covenants expressed or
implied in the Deed of Trust , the Agreement, and the Note;
and the Corporation executed a collateral assignment and
security agreement dated as of March 1 , 1983 (the
"Collateral Assignment") , pursuant to which the Corporation
conveyed, assigned, transferred and delivered and granted a
security interest to the Trustee in the Note and all rights ,
titles , interests , liens , privileges , claims , demands and
equities existing and to exist in connection with or as
security for payment of the Note , including its rights ,
titles and interests arising under the Deed of Trust , in
order to secure payment of the Bonds according to their
tenor and effect and the performance by the Corporation of
all the covenants expressed or implied herein and in the
Trust Indenture and the Collateral Assignment.
ON ANY DATE, the unpaid principal installments of this
Bond are subject to optional prepayment or redemption and
may be prepaid or redeemed prior to their scheduled due
dates , by the Trustee, at the option of the Corporation,
upon written notice of the exercise of the option to prepay
or redeem delivered to the Trustee by the Corporation not
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later than the 45th day prior to the date of prepayment or
redemption. Such unpaid principal installments may be so
prepaid or redeemed as a whole on any date, or in part on
any interest payment date (and, if in part, such installment
shall be prepaid or redeemed in inverse chronological order
of their scheduled due dates , and in amounts not less than
all of an unpaid principal installment) , for the principal
amount thereof and accrued interest thereon to the date of
prepayment or redemption but without any premium.
PROMPTLY AFTER ANY DATE ON WHICH the unpaid principal
installments of this Bond are subject to mandatory
prepayment or redemption as a whole as a result of
occurrence of a Taxable Event and a Final Determination of
Taxability, all such installments shall be prepaid or
redeemed prior to their scheduled due dates by the Trustee,
with funds which shall be furnished by the Corporation, on
the earliest practicable date , and in all events within
sixty days , following the latter of such occurrences as
provided for in the Agreement. The prepayment or redemption
price in such event shall be equal to the unpaid principal
amount of this Bond so prepaid or redeemed, plus accrued
interest to the date of prepayment or redemption, plus an
additional amount (the "Redemption Premium") calculated by
multiplying an amount equal to 1% the unpaid principal
amount of this Bond by the number of complete 3-month
periods elapsed between the date of the Taxable Event and
the actual prepayment or redemption date , with such
additional amount being payable on the prepayment or
redemption date and with such additional amount being the
agreed liquidated damages (for loss of a bargain and not as
a penalty) which the holder of this Bond will be due as a
result of the loss of the tax exempt status of the interest
on this Bond. Such prepayment or redemption price shall
constitute the entire amount due with respect to this Bond
as a result of the occurrence of a Taxable Event and a Final
Determination of Taxability.
In the event this Bond has been paid prior to a Final
Determination of Taxability, or in the event that notice of
prepayment or redemption is given prior to a Final
Determination of Taxability, the registered holder of this
Bond at the time it is paid shall additionally be entitled
to receive the Redemption Premium calculated using the date
this Bond is paid in lieu of the actual prepayment or
redemption date.
ON ANY DATE but only with and to the extent of any
surplus funds remaining in the Construction Fund after the
r
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completion of the Development as provided and required by
Section 16 of the Bond Resolution, the unpaid principal
installments of this Bond shall be prepaid or redeemed prior
to the scheduled due dates by the Trustee, in inverse
chronological order of their scheduled due dates (in the
denominations of $1, 000 or any integral multiple thereof or
in amounts not less than all of an unpaid principal
installment) , at a prepayment or redemption price equal to
the principal amount thereof to be prepaid or redeemed plus
accrued interest thereon to the date of prepayment or
redemption, and without premium.
THE AGREEMENT recites and it is hereby provided that
any provision for any payment of this Bond contained herein
or in the Agreement shall be held to be subject to reduction
to the amount allowed under the usury laws and the public
securities laws of the State of Texas as now or hereafter
construed by the courts having jurisdiction, and it is
agreed by the Corporation and the holder of this Bond that
in no event shall usury or any amount in excess of the
maximum allowed under such public securities laws be paid or
collected with respect to this Bond (whether as or in the
form of liquidated damages or otherwise) .
AT LEAST 7 DAYS PRIOR to the date fixed for any
prepayment or redemption of the unpaid principal
installments of this Bond, the Trustee shall cause a written
notice of such redemption to be mailed to the registered
holder of this Bond addressed to such holder at the address
appearing on the Bond Registration Books . By the date fixed
for any such prepayment or redemption, due provision shall
be made by the Corporation with the Trustee and the Paying
Agent for the payment of the principal amount of this Bond
which is to be prepaid or redeemed, plus accrued interest
thereon to the date fixed for prepayment or redemption, plus
any required prepayment or redemption premium, and any other
amounts due to the holder of this Bond. If such written
notice of prepayment or redemption is given and if due
provision for payment of the redemption price is made , all
as provided above, the unpaid principal installments of this
Bond which are to be prepaid or redeemed, thereby
automatically shall be deemed to have been prepaid or
redeemed prior to their scheduled due dates , and they shall
not bear interest after the date fixed for prepayment or
redemption, and they shall not be regarded as being
outstanding except for the right of the holder hereof to
receive the redemption price from the Paying Agent out of
the funds provided for such payment. Upon presentation of
this Bond to the Paying Agent , such unpaid principal
r
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installments which are to be prepaid or redeemed shall be
paid at the redemption price. Except as .set forth above,
this Bond is not subject to prepayment or redemption prior
to maturity.
IF THE DATE for the payment of the principal of or
interest on this Bond shall be a Saturday, Sunday, a legal
holiday, or a day on which banking institutions in the city
where the Paying Agent is located are authorized by law or
executive order to close , then the date for such payment
shall be the next succeeding day which is not a Saturday,
Sunday, legal holiday, or day on which banking institutions
are authorized to close; and payment on such date shall have
the same force and effect as if made on the original date of
payment.
IT IS HEREBY CERTIFIED AND COVENANTED that this Bond
has been duly and validly authorized, issued, and delivered;
that all acts , conditions , and things required or proper to
be performed, exist , and be done precedent to or in the
authorization, issuance , and delivery of this Bond have been
performed, existed, and been done in accordance with law;
that this Bond is a special revenue obligation of the
Corporation, and that the principal of and interest on this
Bond are payable from and secured by a first lien on and
pledge of the payments designated as "Installment Loan
Payments" to be made or paid, or caused to be made or paid,
to the Trustee , pursuant to the Bond Resolution, the Trust
Indenture and the Agreement. The Owner, which is a joint
venture organized and existing under the laws of the State
of Texas , is obligated on a limited recourse basis as
provided in the Agreement , to make or pay or cause to be
made or paid, without set-off, recoupment, or counterclaim,
to the Trustee each such "Installment Loan Payment" for
deposit into the Debt Service Fund created for the benefit
of the Bonds by the Bond Resolution, in aggregate amounts
sufficient to pay and redeem, and provide for the payment
and redemption of, the principal of and interest on this
Bond, and to pay all other amounts required by the
Agreement, the Bond Resolution, and the Trust Indenture when
due, subject to and as required by the provisions of the
Agreement , the Bond Resolution, and the Trust Indenture.
THIS BOND is secured by the Trust Indenture whereunder
the Installment Loan Payments are pledged as collateral and
the Trustee is custodian of the Debt Service Fund and the
Construction Fund, and is obligated to enforce the rights of
the holder of this Bond and to perform other duties in the
manner and under the conditions stated in the Trust
t
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Indenture. In case an "Event of Default" , as defined in the
Trust Indenture , shall occur , the unpaid principal
installments of this Bond may be declared to be due and
payable immediately upon the conditions and in the manner
provided in the Trust Indenture. This Bond is additionally
secured by the Collateral Assignment of the Corporation' s
rights with respect to the Note and the Deed of Trust.
Reference is hereby made to the Bond Resolution, the Trust
Indenture, the Deed of Trust, the Agreement and the
Collateral Assignment for additional provisions with respect
to the nature and extent of the security, the rights ,
duties , and obligations of the Owner, the Corporation, the
Trustee , and the holder of this Bond, the terms upon which
this Bond is issued and secured, and the modification of any
of the foregoing.
THE CORPORATION has reserved the right , subject to the
restrictions stated in the Bond Resolution and with the
consent of the holders of at least 75% in aggregate
principal amount of the Bonds and any Additional Bonds then
outstanding (as hereinafter defined) , to issue additional
parity revenue bonds ("Additional Bonds") which, when issued
and delivered, shall be payable from the Debt Service Fund,
and shall be payable from and secured by a first lien on the
pledge of "Installment Loan Payments" pursuant to the
Agreement and entitled to the benefits of and secured by the
Trust Indenture, the Collateral Assignment and the Deed of
Trust in the same manner and to the same extent as , and
shall be on a parity with, this Bond and all then
outstanding Additional Bonds .
THE CORPORATION also has reserved the right to amend
the Bond Resolution and the Trust Indenture, as provided
therein; and under some (but not all) circumstances
amendments thereto must be approved by the holders of 75% in
aggregate principal amount of the Bonds then outstanding and
any Additional Bonds then outstanding.
THE BONDS AND any coupons appertaining thereto have
been issued under and pursuant to the Act , and are limited
obligations of the Corporation and shall be payable solely
out of the revenues derived from or in connection with the
Agreement , including all sums deposited from time to time
pursuant to the Agreement , the Trust Indenture and the Note
in the Debt Service Fund established under the Trust
Indenture , and in certain events out of amounts attributable
to Bond proceeds or amounts secured through exercise of the
remedies provided in the Trust Indenture, or in the Deed of
Trust, or in the Collateral Assignment upon occurrence of an
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event of default thereunder, and do not constitute an
indebtedness or obligation (legal, general , special , moral
or otherwise) of the City of Beaumont (or any other city,
county or other municipal or political corporation or
subdivision of the State of Texas) or of the State of Texas ,
or a loan of credit of any of them, within the meaning of
any constitutional or statutory provisions . Neither the
State of Texas nor the City of Beaumont nor any political
corporation, subdivision or agency of the State of Texas
shall be obligated to pay the principal of or premium, if
any, or liquidated damages , if any, or interest on the Bonds
and neither the faith and credit nor the taxing power of the
State of Texas , the City of Beaumont , or any other political
corporation, subdivision or agency of the State of Texas is
pledged to the payment of the principal of or interest on
the Bonds . No recourse under this Bond shall be had against
any past , present or future officer, director, agent , or
representative of the Corporation or of the City of
Beaumont. The Bonds shall never be paid in whole or in part
out of any funds raised or to be raised by taxation or out
of any other revenues of the Corporation, the City of
Beaumont , or the State of Texas except those revenues
pledged by the Trust Indenture.
THIS BOND may be assigned and shall be transferred only
on the Bond Registration Books of the Corporation kept by
the Trustee , as Registrar, upon the terms and conditions set
forth in the Bond Resolution, the Trust Indenture and the
Assignment provisions endorsed hereon. Such transfers shall
be without expense to the holder hereof, but any taxes or
other governmental charges required to be paid with respect
to the same shall be paid by the holder requesting such
transfer as a condition precedent to the exercise of such
privilege. The registered holder of this Bond may be deemed
and treated by the Corporation, the Trustee, and the Owner,
as the absolute owner and holder thereof for all purposes ,
including payment and discharge of liability upon such Bond
to the extent of such payment , and the Corporation, the
Trustee , and the Owner shall not be affected by any notice
to the contrary.
THIS BOND shall not be valid or become obligatory for
any purpose or be entitled to any security or benefit under
the Trust Indenture until the Trustee ' s Certificate of
Authentication hereon shall have been signed by the Trustee
and the Delivery Certificate hereon shall have been
completed.
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IN WITNESS WHEREOF, this Bond has been signed with the
manual or facsimile signatures of the President or any Vice
President and the Secretary of the Corporation, and the
official seal of the Corporation affixed on this Bond.
BEAUMONT HOUSING FINANCE
ATTEST: CORPORATION
By:
Secretary Vice President
(CORPORATE SEAL)
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FORM OF TRUSTEE' S CERTIFICATE OF AUTHENTICATION
TRUSTEE' S CERTIFICATE OF AUTHENTICATION
This Bond is the Bond initially issued under the pro-
visions of the within mentioned Agreement, Bond Resolution,
and Trust Indenture.
INTERFIRST BANK-BEAUMONT
By:
Its : Authorized Officer
TRUSTEE
FORM OF ASSIGNMENT
ASSIGNMENT-
FOR VALUE RECEIVED, the registered owner and holder of
this Bond last listed below sells , assigns , and transfers
the within Bond to the Assignee last listed below, and
hereby authorizes the transfer of this Bond on the Bond
Registration Books of the Trustee. Such assignment shall
not be effective until such Assignee presents this Bond to
the Trustee for verification of such assignment and gives
the Trustee its address to which payments shall be made and
the Trustee makes notation of such Assignment below.
DATE OF REGISTERED SIGNATURE
ASSIGNMENT OWNER/HOLDER ASSIGNEE OF REGISTRAR
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FORM OF DELIVERY CERTIFICATE
DELIVERY CERTIFICATE
THIS BOND was delivered to and paid for by the
purchaser hereon on
FORM OF PREPAYMENT RECORD
PREPAYMENT RECORD
Principal Name & Title Signature
Date Prepayment Remaining of Authorized of
of or Principal Officer Authorized
Pmt. Redemption Balance Making Entry Officer
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Section 6. PLEDGE. The Bonds and the interest thereon
are and shall be payaETe from and secured by a first lien on
and pledge of the payments designated as Installment Loan
Payments to be made or paid, or caused to be made or paid,
to the Trustee by the Owner, pursuant and subject to the
terms and provisions of this Bond Resolution, the Trust
Indenture, and the Agreement; and such Installment Loan Pay-
ments are further pledged irrevocably to the establishment
and maintenance of the Debt Service Fund -hereinafter
created. The Bonds are additionally secured as provided in
the Collateral Assignment.
Section 7 . DEBT SERVICE FUND.
(a) Establishment of Debt Service Fund. A separate
and special trust fund to be designated and known as the
"Debt Service Fund" shall be established by the Corporation
with the Trustee for the benefit of the holders of the Bonds
pursuant to the Agreement and the Trust Indenture , and
maintained as provided in this Bond Resolution and the Trust
Indenture, as long as any of the Bonds , or interest thereon,
is outstanding and unpaid.
(b) Accrued Interest. Immediately after the delivery
of the Bon s to the initial purchasers thereof, all accrued
interest , if any, received from the proceeds from the sale
and delivery of the Bonds , shall be transferred by the
Trustee into the Debt Service Fund.
(c) Installment Loan Payments . Pursuant to the
Agreement and the Trust Indenture, the Owner shall make or
pay, or cause to be made or paid, to the Trustee, which
shall deposit into the Debt Service Fund, Installment Loan
Payments as follows :
(1) On or before each interest payment date as
provided in Section 5 hereof, an amount which,
together with any other amounts then on deposit
therein and available for such purposes , will be
sufficient to pay the interest coming due on the
Bonds on each interest payment date; and
(2) On or before each principal payment date as
provided in Section 5 hereof, an amount which,
together with any other amounts then on deposit
therein and available for such purpose, will be
sufficient to pay the principal of the Bonds
scheduled to be paid on each principal payment
date; and
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(3) On or before any optional or mandatory prepayment
or redemption date as permitted or required in
Section 5 hereof, an amount which, together with
any other amounts then on deposit and available
for such purpose, will be sufficient to pay the
prepayment or redemption price (including any
agreed liquidated damages) specified therein; and
(4) Promptly after the occurrence of a Taxable Event
and a Final Determination of Taxability, the
additional amount required to pay the agreed
liquidated damages to the holders of the Bonds for
any installments of principal which were unpaid on
the date of any Taxable Event, but which were paid
or redeemed prior to the prepayment or redemption
of all unpaid principal installments after a Final
Determination of Taxability, all as provided in
Section 5 hereof; and
(5) On any date on which the Bonds are declared to be
immediately due and payable pursuant to the Trust
Indenture, an amount which, together with any
other amounts then on deposit and available for
such purpose , will be sufficient to pay the
principal of all Bonds then outstanding and the
interest accrued thereon to such date and
Redemption Premium, liquidated damages , if
applicable , and the reasonable fees and expenses
(including attorneys ' fees) of the Trustee in
enforcing the Agreement; and
(6) Promptly ' after receipt of each statement and
request for payment , an amount equal to the
charges of the Trustee for performing the duties
of Trustee and Registrar , and the charges of the
Paying Agent for the Bonds , as designated in
Section 5 hereof, for paying or redeeming
principal installments of the Bonds , and paying
the interest thereon.
In the event the Owner should fail to make , or cause to be
made, any of the required Installment Loan Payments set
forth in this Section, each such required payment shall
continue as an obligation of the Owner until fully paid, and
the Owner agrees to pay the same to the Trustee, for the
benefit of the holders of the Bonds , with interest thereon,
to the extent legally permissible, at the rate of 157 per
annum, from the date any such payment was due until payment
thereof.
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(d) Redemption. The Bonds initially authorized
hereby shall be subject to redemption, and may or shall be
redeemed, as specified in Section 5 hereof.
(e) Payments from Debt Service Fund. Except as
otherwise specifically provided in this Bond Resolution or
the Trust Indenture, the Debt Service Fund shall be used by
the Trustee only to pay the principal of, prepayment or
redemption premium, if any, agreed liquidated damages , if
any, and interest on the Bonds , when due, and the charges of
the Trustee , Registrar, and Paying Agent; and the Trustee
shall make available to the Paying Agent , out of the Debt
Service Fund, the amounts required to pay or redeem the
principal of and interest on the Bonds when due, and the
Trustee shall make all other payments as required by this
Initial Bond Resolution and the Trust Indenture.
(f) Immediately Available Funds . The Owner shall make
all Insta went Loan Payments in funds that will be
immediately available and allow the Paying Agent to pay, in
lawful money of the United States of America, the principal ,
interest , and other amounts with respect to the Bonds , when
due.
(g) Investment of Funds . Any money held as part of
the Debt Service Fund shall e invested or reinvested by the
Trustee , upon the written direction of the Approving Officer
in any obligations of the United States Government or its
agencies or in certificates of deposit of banks approved by
the Trustee , including certificates of deposit of the
Trustee . The Trustee shall make no investments except as
specifically directed by the Approving Officer. The
investments of the Debt Service Fund shall be deemed to be a
part of such Fund, and, for the purpose of determining the
amount of money in such Fund, such investments shall be
valued at their cost or market value, whichever is lower.
The income and profits , including realized discount on
obligations purchased, received from such investments shall
be deposited in or credited to the Debt Service Fund, and
any losses on investments thereon shall be charged against
the Debt Service Fund. If at any time it shall become
necessary that some or all of the investments made with the
moneys from the Debt Service Fund be redeemed or sold to
raise moneys necessary to comply with the provisions of this
Bond Resolution or the Trust Indenture, the Trustee shall,
without further authorization, effect such redemption or
sale, employing, in the case of a sale, any commercially
reasonable method of effecting the same. The Trustee shall
not be liable or responsible for any loss resulting from any
1
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such investment or resulting from the redemption or sale of
any such investment as herein authorized, except that the
Trustee shall be liable for (1) any loss resulting from its
willful or negligent failure, within a reasonable time after
receiving the written direction from the Approving Officer,
to make, redeem, or sell any investment in the manner
provided for herein, and (2) except for any redemption or
sale made pursuant to the next preceding sentence of this
paragraph, for any loss resulting from the making,
redeeming, or selling of any investment which was not
authorized by written direction of the Approving Officer.
If the Trustee is unable, after reasonable effort and within
a reasonable time, to make, redeem, or sell any such
investment , it shall so notify in writing the Approving
Officer and thereafter the Trustee shall be relieved of all
responsibility with respect thereto. In the event of any
such loss , the Owner shall make additional deposits to
restore same if and to the extent required to enable the
Trustee to make all payments required to be made from the
Debt Service Fund, and such additional deposits shall
constitute additional amounts of "Installment Loan
Payments" .
Section S . SECURITY FOR FUNDS . All uninvested money
in all Funds established pursuant to this Bond Resolution
(including the Debt Service Fund and the Construction Fund)
shall be secured by the Trustee in such manner and to the
extent as may be directed by the Approving Officer and
approved by the Trustee.
Section 9 . THE OWNER' S PAYMENTS.
(a) Limitations on Owner' s Obligation. The Owner has
covenanted in the Agreement and the Trust Indenture, and, by
the approval of this Bond Resolution, the Owner further has
obligated itself and agreed on a limited recourse basis ,
regardless of and notwithstanding any provisions of the
Agreement (other than Sections 6 . 01 and 6 . 02 thereof
relating to merger, consolidation, transfer of assets , and
assignment) and regardless of the provisions of any other
agreement or contract to the contrary, to make or pay or
cause to be made or paid, without set-off, recoupment, or
counterclaim but on a limited recourse basis only, the
Installment Loan Payments to the Trustee in the amounts
required by Section 7 (c) of this Bond Resolution to be made
into the Debt Service Fund, and to make such payments on or
before the dates specified in this Bond Resolution and the
Trust Indenture; and said payments by the Owner shall be and
constitute the Installment Loan Payments as contemplated and
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required by the Agreement. Each Bondholder is and shall be
entitled to rely unconditionally on the agreements ,
covenants , and representations set forth in this Bond
Resolution and the Trust Indenture.
(b) Prepayments . It is further understood that the
Owner may prepay all or any part of each Installment Loan
Payment , and any such prepayment , and any earnings thereon,
shall be applied by the Trustee to the payment of each
Installment Loan Payment; provided that the prepayment or
redemption at any time of any unpaid principal installments
of the Bonds prior to their due dates , with funds from any
source (whether from Installment Loan Payments or
otherwise) , shall not relieve the Owner of its obligation to
make or pay, or cause to be made or paid, each Installment
Loan Payment as specified in Section 9(a) above, when due
with respect to any remaining unpaid principal installments
of the Bonds .
Section 10 . ADDITIONAL PARITY BONDS.
(a) Additional Bonds . The Corporation -reserves the
right, upon the request of the Owner but only with the
consent of the holders of at least 75% in aggregate
principal amount of the Bonds and any Additional Bonds (as
hereinafter defined) then outstanding, to issue additional
parity revenue bonds ("Additional Bonds") in any amounts ,
for any. lawful purpose or purposes , including the refunding
of any outstanding Bonds . Such Additional Bonds., along with
the Bonds authorized by this Bond Resolution, shall be
considered, constitute , and be "Bonds" as defined in, and
for all purposes of, the Agreement and the Trust Indenture.
When issued and delivered, such Additional Bonds , the
redemption premium, if any, agreed liquidated damages , if
any, and the interest thereon shall be payable from the Debt
Service Fund, and shall be payable from and secured by a
first lien on and pledge of Installment Loan Payments
pursuant to the Agreement , and secured by the Trust
Indenture and the Collateral Assignment in the same manner
and to the same extent as , and be on a parity with, all then
outstanding Bonds and Additional Bonds . Such Additional
Bonds may be issued in one or more series or issues , in
various principal amounts , maturing at different times ,
bearing interest at different rates , be payable in
installments or otherwise be redeemable prior to maturity,
with or without redemption premium, on whatever terms or
prices , and may contain such other provisions as may be
provided in any Bond Resolution authorizing the issuance of
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such Additional Bonds . It is provided, however, that no
series or issue of Additional Bonds shall be issued unless :
(i) In the opinion of Bond Counsel (A) the issu-
ance of such Additional Bonds will not adversely affect
the exemption from federal income taxation of the
interest on the then outstanding Bonds and Additional
Bonds , or affect the validity of the then outstanding
Bonds or Additional Bonds and (B) such Additional Bonds
are secured in the same manner and to the same extent
as and are on a parity with all then outstanding Bonds
and Additional Bonds ;
(ii) A certificate is executed by the President or
any Vice President and the Secretary of the Corporation
to the effect that no default exists in connection with
the Bonds or the Trust Indenture (or any amendment or
supplement thereto) or with any of the covenants or
requirements of this Bond Resolution or the Bond
Resolutions (or any amendments or supplements thereto)
authorizing the issuance of all then outstanding Bonds
and Additional Bonds , and that the Debt Service Fund
contain-s the amount then required to be on deposit
therein;
(iii) The Bond Resolution authorizing the issuance
of such series or issue of Additional Bonds provides
for additional Installment Loan Payments to be
deposited into the Debt Service Fund in amounts
sufficient to pay all principal of, redemption premium,
if any, agreed liquidated damages , if any, and interest
on such Additional Bonds , together with all Trustee,
Registrar, and Paying Agent fees and expenses
attributable to such Additional Bonds ;
(iv) The Approving Officer and the Trustee , but
only with the consent of the holders of at least
seventy five percent (75%) of the then outstanding
principal amount of the Bonds and Additional Bonds , if
any, approve in writing the Bond Resolution authorizing
the issuance of such series or issue of Additional
Bonds , as required by the Agreement; and
(v) The Trustee, Paying Agent, and principal and
interest payment dates during any year in which
principal and interest on such Additional Bonds are
scheduled to be paid, are the same for the Additional
Bonds and the Bonds .
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(b) Amendments to Trust Indenture Unnecessary. It
shall not a necessary or required that the—Trust Indenture
be amended or supplemented to cause any series or issue of
Additional Bonds to be secured by the Trust Indenture. All
that shall be necessary or required to cause any such Addi-
tional Bonds to be secured by the Trust Indenture is for the
Corporation to deliver to the Trustee a certified copy of
the Bond Resolution authorizing their issuance prior to the
delivery of such Additional Bonds .
Section 11. SPECIAL COVENANTS . The Corporation fur-
ther covenants as follows :
(a) Installment Loan Pa ents Pledged to Bonds Only.
Other than f or t e payment of the Bonds and except as
provided in this Bond Resolution, the Trust Indenture and
the Collateral Assignment , the Installment Loan Payments ,
the Deed of Trust and the Note have not in any manner been
pledged to the payment of any debt or obligation of the
Corporation.
(b) Non-Encumbrance. While any of the Bonds are
outstanding , the Corporation will not (except with respect
to the Bonds and any Additional Bonds and except as provided
in the Agreement , any Bond Resolution, or the Trust
Indenture) in any manner whatsoever create, assume , or
suffer to exist, directly or indirectly, any mortgage, lien,
encumbrance, pledge, or charge against the Debt Service
Fund, the Installment Loan Payments , the Construction Fund,
the Deed of Trust, the Note, or any property or moneys
deposited with the Trustee.
(c) Performance by Corporation. The Corporation will
carry out all of its covenants and obligations under this
Bond Resolution; and the Corporation may be required to
carry out such covenants and obligations by all legal and
equitable means , including, but without limitation, actions
for specific performance and the use and filing of mandamus
proceedings in any court of competent jurisdiction against
the Corporation.
(d) Certain Modifications Prohibited. The Corporation
covenants and agrees that it will not execute or permit the
execution of any contract or agreement, or terminate or
amend the Agreement , in any manner that would relieve or
abrogate the obligations of the Owner to make or pay, or
cause to be made or paid, when due, all Installment Loan
Payments , in the manner and to the extent required by the
Agreement, this Bond Resolution, and the Trust Indenture , or
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which would change or affect Sections 4 . 04 , 4 . 05 , 4 . 06 , 6 . 01
and 6 . 02 of the Agreement without the written consent of all
of the Bondholders and the Trustee.
Section 12 . THE BONDS ARE SPECIAL OBLIGATIONS. The
Bonds and any coupons appertaining thereto are limited
obligations of the Corporation and shall be payable solely
out of the revenues derived from or in connection with the
Agreement, including all , sums deposited from time to time
pursuant to the Agreement , the Trust Indenture and the Note
in the Debt Service Fund established under the Trust
Indenture, and in certain events out of amounts attributable
to Bond proceeds or amounts secured through exercise of the
remedies provided in the Trust Indenture, or in the Deed of
Trust , or in the Collateral Assignment upon occurrence of an
event of default thereunder, and do not constitute an
indebtedness or an obligation (legal, general , special ,
moral or otherwise) of the City of Beaumont (or any other
city, county or other municipal or political corporation or
subdivision of the State of Texas) or of the State of Texas ,
or a loan of credit of any of them within the meaning of any
constitutional or statutory provisions . Neither the State
of Texas nor the City of Beaumont nor any political
corporation, subdivision or agency of the State of Texas
shall be obligated to pay the principal of or premium, if
any, or liquidated damages , if any, or interest on the Bonds
and neither the faith and credit nor the taxing power of the
State of Texas , the City of Beaumont, or any other political
corporation, subdivision or agency of the State of Texas is
pledged to the payment of the principal of or interest on
the Bonds . No recourse under this Bond shall be had against
any past , present or future officer, director, agent ,
employee or representative of the Corporation or of the City
of Beaumont. The Bonds shall never be paid in whole or in
part out of any funds raised or to be raised by taxation or
out of any other revenues of the Corporation, the City of
Beaumont , or the State of Texas except those revenues
pledged by the Trust Indenture.
Section 13 . AMENDMENTS.
(a) Amendment with Consent of Holders of 75% of the
Bonds . Su j ect to approval in writing by the Corporation
(witTi the consent of the Approving Officer of the Owner) ,
the holders of 757 in aggregate principal amount of the then
outstanding Bonds shall have the right from time to time to
approve any amendment to any Bond Resolution or to the Trust
Indenture (provided that the Trustee must approve any
amendment to the Trust Indenture) which may be deemed
f
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necessary or desirable by the Corporation; provided,
however, that nothing herein contained shall permit or be
construed to permit the amendment , without the consent of
the holder of each of the then outstanding Bonds affected
thereby, of the terms and conditions of any Bond Resolution,
the -Bonds , or the Trust Indenture , so as to:
(1) change the Debt Service Fund requirements ,
interest payment dates , mandatory redemption
provisions , or the due date or dates , or the
maturity or maturities of the outstanding Bonds ;
(2) reduce the rate of interest borne by any of the
outstanding Bonds ;
(3) reduce the terms of the principal of, redemption
premium, if any, liquidated damages , if any, or
interest on the outstanding Bonds , or impose any
conditions with respect to such payments ;
(4) modify the terms of payment of principal of,
redemption premium, if any, liquidated damages , if
any, or interest on the outstanding Bonds , or
impose any conditions with respect to such
payments ;
(5) affect the rights of the holders of less than all
of the Bonds then outstanding;
(6) decrease the minimum percentage of the principal
amount of Bonds necessary for consent to any such
amendment; or
(7) alter the obligations of the Owner to pay Install-
ment Loan Payments in the manner and to the extent
provided in the Agreement, this Bond Resolution,
and the Trust Indenture.
(b) Notice of Amendment. If at any time the
Corporation shall desire to amend any Bond Resolution or the
Trust Indenture under this Section, the Corporation shall
file a copy of the proposed amendment at the principal
office of the Trustee and shall cause notice of the proposed
amendment to be published at least once in a financial
newspaper, journal or publication of general circulation in
The City of New York, New York, or in the State of Texas ,
during each calendar week for at least two successive
calendar weeks . If, because of temporary or permanent
suspension of the publication or general circulation of all
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such financial newspapers , journals and publications , it is
impossible or impractical to publish such notice in the
manner provided herein, then such publication in lieu
thereof as shall be made by the Trustee shall constitute a
sufficient publication of notice. Such notice shall briefly
set forth the nature of the proposed amendment and shall
state that a copy thereof is on file at the principal office
of the Trustee for inspection by all owners of Bonds . Such
publication is not required, however, if notice in writing
is given to each holder of Bonds .
(c) Consent to Amendment. Whenever at any time (but
not less than 30 days nor more than one year from the date
of the first publication of said notice or other service of
written notice) the Corporation shall receive an instrument
or instruments executed by the holders of at least 75% in
aggregate principal amounts of all Bonds then outstanding,
which instrument or instruments shall refer to the proposed
amendment described in said notice and shall specifically
consent to and approve such amendment , the Corporation may
adopt the amendatory resolution in substantially the same
form.
(d) Effect of Amendment. Upon the adoption of any
amendatory reso ution pursuant to the provisions of this
Section, any such Bond Resolution or the Trust Indenture,
shall be deemed to be amended in accordance with such
amendatory resolution, and the respective rights , duties ,
and obligations of all the Bondholders under such amendatory
resolution or the Trust Indenture shall thereafter be deter-
mined and exercised subject in all respects to such
amendments .
(e) Consent of Bondholders . Any consent given by a
Bondholder pursuant to the provisions of this Section shall
be irrevocable for a period of six months from the date of
the first publication or other giving of the notice provided
for in this Section, and shall be conclusive and binding
upon all future holders of the same Bond during such period.
Such consent may be revoked at any time after six months
from the date of the first publication or other giving of
such notice by the Bondholder who gave such consent, or by a
successor in title , by filing notice thereof with the
Trustee and the Corporation, but such revocation shall not
be effective if the holders of 75% in aggregate principal
amount of the then outstanding Bonds have, prior to the
attempted revocation, consented to and approved the
amendment.
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(f) Ownership of the Bonds . For the purpose of this
Section, the fact of being a Bondholder , the amount and
numbers of such Bonds , and the date of being a Bondholder
may be conclusively presumed, or may be proved by an
affidavit satisfactory to the Corporation and the Trustee of
the person claiming to be such Bondholder, or by a
certificate executed by any trust company, bank, banker, or
any other depository wherever situated showing that at the
date therein mentioned such person has on deposit with such
trust company, bank, banker, or other depository, the Bonds
described in such certificate, or in any other manner,
whether or not the Bonds are so deposited, as the Trustee
may approve. The Corporation may conclusively presume that
the status of any Bondholders will continue until written
notice to the contrary is served upon the Corporation.
(g) Amendments Without Consent. Notwithstanding the
provisions of (a) through (f) of t is Section, and without
publication of the proposed amendment and without the
consent of the Bondholders , but subject to approval of the
Approving Officer and, in the case of any amendment to the
Trust Indenture, with the approval of the Trustee , the
Corporation may, at any time , amend any Bond Resolution or
the Trust Indenture , to cure any ambiguity or cure, correct,
or supplement any defective or inconsistent provision
contained therein, or make any other change that does not in
any respect materially and adversely affect the interest of
the Bondholders , provided that no such amendment shall be
made contrary to the proviso to Section 13 (a) above , and a
duly certified or executed copy of each such amendment shall
be filed with the Trustee.
(h) Special Exception. The provisions of this
Section 13 shall have no application to the right of the
Corporation to amend its Rules and Regulations pertaining to
levels of low and moderate income as set forth in Section 19
hereof, and the Corporation shall be permitted to make any
such amendments as provided therein.
Section 14 . ESTABLISHMENT OF CONSTRUCTION FUND.
(a) Deposit of Bond Proceeds into Construction Fund.
Prior to or immediately a ter the sale and delivery of t e
Bonds authorized hereby, the Corporation shall establish the
Construction Fund with the Trustee, as defined in and
required by the Agreement. The Corporation shall deposit
all of the proceeds from the sale and delivery of the Bonds
authorized hereby into the Construction Fund. The Trustee
shall draw on and use the Construction Fund as hereinafter
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provided. The amount so deposited into the Construction
Fund shall constitute the Loan made to the Owner by the
Corporation as contemplated and provided in the Agreement.
(b) . Investment of Money in Construction Fund. Any
money held as part of the Construction Fund, other than the
amounts described in Section 15 (a) , shall be invested or
reinvested by the Trustee upon the written direction of the
Approving Officer in obligations of the United States
government or its agencies or in certificates of deposit of
banks approved by the Trustee, including certificates of
deposit of the Trustee. The Trustee shall make no
investments except as specifically directed in writing by
the Approving Officer. The investments of the Construction
Fund shall be deemed to be a part of the Construction Fund,
and for the purpose of determining the amount of money in
the Construction Fund, such investments shall be valued at
their cost or market value , whichever is lower. The income
and profits (including realized discount on obligations)
received from such investments shall be deposited in or
credited to the Construction Fund, and any losses on
investments shall be charged against the Construction Fund.
Upon the written direction of the Approving Officer , the
Trustee shall redeem or sell all or any designated part of
such investments employing, in the case of a sale, any
commercially reasonable method of effecting the same. The
Trustee shall not be liable or responsible for any loss
resulting from the redemption or sale of any such investment
as herein authorized; except that , notwithstanding any
provisions of the Agreement , the Trustee shall be liable for
(1) any loss resulting from its willful or negligent
failure , within a reasonable time after receiving the
written direction from the Approving Officer, to make,
redeem, or sell any investment in the manner provided for
herein, and (2) any loss resulting from the making,
redeeming, or selling of any investment which was not
authorized by written direction of the Approving Officer.
If the Trustee is unable , after reasonable effort and within
a reasonable time after receipt of the required written
direction, to make, redeem, or sell any such investment , it
shall so notify in writing the Approving Officer, and
thereupon the Trustee shall be relieved of all liability or
responsibility with respect thereto .
(c) Deposit of Accrued Interest , Income, and Profits .
Any accrued interest received from _t 7e sale of- the Bonds ,
and all income and profits received from the investment of
the Construction Fund shall, as soon as practicable after
any receipt thereof has been deposited in or credited to the
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Construction Fund, be transferred by the Trustee and
deposited into the Debt Service Fund to be used to pay
interest on the Bonds during the period of construction of
the Development.
Section 15 . PAYMENTS FROM CONSTRUCTION FUND.
(a) Corporation ' s Administrative Overhead Ex enses
and Other Costs . Immediately after the de ivery of the
Bonds authorized hereby, the Trustee shall pay directly to
the Corporation the amount which is agreed upon by the
Corporation and the Owner and which will reimburse the
Corporation for its application fee and its administrative
and overhead expenses directly attributable and chargeable
to the costs of issuance of the Bonds authorized hereby.
Also , immediately after the delivery of the Bonds authorized
hereby, the Trustee shall pay directly out of the
Construction Fund, promptly after receiving the bills or
statements therefor, all of the actual expenses and costs of
issuance of such Bonds , including , without limitation,
financing charges , commitment fees , printing and engraving
expenses , the fees and expenses of accountants , financial
advisors , and attorneys , and the initial fees and expenses
of the Trustee.
(b) Reimbursement for and Payment of Cost of the
Development. Su ject and subordinate to making the payments
required by the preceding paragraph, the Trustee shall make
such payments from the Construction Fund to enable the Owner
to pay, or to reimburse the Owner for paying, any Cost of
the Development , from time to time upon receipt by the
Trustee of a request of the Owner signed by the Approving
Officer. Such request shall be accompanied by a certificate
(in the form attached to the Agreement) stating with respect
to each payment as follows :
(i) the expenditures , in summary form, as to
which payment is to be made or for which reimbursement
is requested;
(ii) that the amounts requested are to be or have
been paid by the Owner for interest during construc-
tion, acquisition and development of property, or to
contractors , subcontractors , materialmen, engineers ,
architects , or other persons who will perform or have
performed necessary or appropriate services or will
supply or have supplied necessary or appropriate
materials for the provision, acquisition, construction,
renovation, reconstruction, rehabilitation, repair,
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alteration, improvement or extension of the Develop-
ment , as the case may be , and that , to the best of the
knowledge of the person delivering the certificate , the
fair value of such interest, property, services , or
materials is not exceeded by the amounts requested to
be paid;
(iii) that no part of the several amounts requested
to be paid to the Owner as stated in such certificate
has been or is the basis for the payment of any money
in any previous or then pending request from the
Construction Fund or any other source;
(iv) that the payment of the amounts requested
will not result in a breach of any of the covenants of
the Owner contained in the Agreement; and
(v) that the expenditure of such amounts to be
paid, when added to all previous disbursements from the
Construction Fund, will result in at least 92% of the
total of such disbursements , other than disbursements
for issuance expenses , being used to provide , acquire ,
construct , rehabilitate , renovate , improve , alter,
equip , and furnish a project for residential rental
property that constitutes an exempt facility (within
the meaning of Section 103 (b) (4) (A) of the Code) .
(c) Reliance by Trustee. The Trustee shall rely
fully on any request and certificate delivered pursuant to
this Section and shall not be required to make any
investigation in connection therewith. The Trustee may
request from time to time, and the Owner shall furnish,
supporting documentation for any amounts requested under
Section 15 (b) (ii) above. If amounts paid by the Trustee
with respect to any portion of the Development should exceed
the cost thereof, the Owner shall promptly repay such
overpayment into the Construction Fund.
Section 16 . SURPLUS CONSTRUCTION FUNDS.
(a) Disposition of Surplus Funds . The completion of
the Development shall e conclusively evidenced, and the
date of completion shall be established by a written
certificate of completion to be signed and delivered as
provided in the Agreement. If, upon the completion of the
Development , there shall be any surplus funds remaining in
the Construction Fund not required to provide for the
payment of the Cost of the Development, or if any funds are
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on hand in the Construction Fund at the time of the release
of the Trust Indenture under the terms thereof, then any
such funds shall be used immediately to prepay or redeem
principal installments of the Bonds , in inverse
chronological order, in the manner set forth in Section 5
hereof for the prepayment or redemption of principal -
installments of the Bonds with surplus Construction Fund
moneys , to the extent of any such available funds ; provided
that prior to such use , the Corporation and the Trustee
shall have been furnished with an unqualified opinion of
Bond Counsel to the effect that the use of moneys from the
Construction Fund for such purpose will be lawful and will
not impair the exemption of interest on the Bonds from
federal income taxation; and provided further that the Owner
shall deposit into the Construction Fund prior to such
prepayment or redemption an amount sufficient to cause the
total amount in the Construction Fund to be equal to (i) an
integral multiple of $1, 000 , or (ii) not less than all of
the unpaid principal installment or installments to be
prepaid or redeemed.
(b) Disposition of Construction Fund upon Acceleration
and Redemption. It the Trustee shall—declare the principal
of the Bonds and the interest accrued thereon immediately
due and payable as the result of an Event of Default
specified in the Trust Indenture , or if the Bonds are
optionally or mandatorily prepaid or redeemed prior to
maturity as a whole in accordance with their terms , any
amounts remaining in the Construction Fund shall be used
immediately by the Trustee for the purpose of paying
principal of, redemption premium, if any, agreed liquidated
damages , if any, and interest on the Bonds when due.
Section 17 . DAMAGED, MUTILATED, LOST, STOLEN, OR
DESTROYED BONDS.
(a) Replacement Bonds . In the event any of the
outstanding Bonds authorized hereby are damaged, mutilated,
lost, stolen, or destroyed, the .Corporation shall execute,
and the Trustee shall authenticate, a new Bond of the same
principal amount and maturity of the damaged, mutilated,
lost, stolen, or destroyed Bond in exchange and substitution
for such Bond or in lieu of and substitution for such Bond.
(b) Application for Substitute Bonds . Application
for exchange and substitution of damaged, mutilated, lost ,
stolen, or destroyed Bonds shall be made to the Corporation.
In every case, the applicant for a substitute Bond shall
furnish to the Corporation and to the Trustee such security
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or indemnity as may be required by them to save each of them
and the Paying Agent harmless . In every case of loss ,
theft , or destruction of a Bond, the applicant shall also
furnish to the Corporation and to the Trustee evidence to
their satisfaction of the loss , theft , or destruction, and
of the ownership of the lost Bond. In every case of damage
or mutilation of a Bond, the applicant shall surrender the
Bond so damaged or mutilated.
(c) No Default Occurred. Notwithstanding the
foregoing provisions of this Section, in the event any such
Bond shall have matured, and no default has occurred which
is then continuing in the payment of the principal of,
redemption premium, if any, agreed liquidated damages , if
any, or interest on the Bond, the Corporation may authorize
the payment of the same (without surrender thereof except in
the case of a damaged or mutilated Bond) instead of issuing
a substitute Bond, provided security or indemnity is
furnished as above provided in this Section.
(d) Charge for Issuing Substitute Bonds . Prior to
the issuance of any substitute Bond, the Corporation and the
Trustee may charge the applicant for such Bond with all
legal , printing, and other expenses in connection therewith.
Every substitute Bond issued pursuant to the provisions of
this Section by virtue of the fact that any Bond is lost,
stolen, or destroyed shall constitute a contractual
obligation of the Corporation whether or not the lost,
stolen, or destroyed Bond shall be found at any time, or be
enforceable by anyone , and shall be entitled to all the
benefits of the Trust Indenture and this Bond Resolution
equally and proportionately with any and all other Bonds
duly issued under this Bond Resolution.
(e) Authorit . for Issuing Substitute Bonds . This
Bond Resolution shall constitute sufficient authority for
the issuance of any such substitute bonds without necessity
of further action by the Board of Directors of the
Corporation or any other body or person, and the issuance of
such substituted Bonds is hereby authorized, notwithstanding
any other provisions of this Bond Resolution, except to the
extent otherwise required by law.
Section 18 . NO ARBITRAGE. The Corporation and the
Owner have covenanted to and with the purchasers of the
Bonds that they will make no use of the direct or indirect
proceeds thereof at any time throughout the term thereof
which would cause the Bonds to be arbitrage bonds within the
meaning of Section 103 (c) of the Code or any Regulations or
t
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rulings pertaining thereto; and by this covenant the
Corporation and the Owner are obligated to comply with the
requirements of the aforesaid Section 103(c) and all
applicable and pertinent Regulations and rulings relating to
arbitrage bonds .
Section 19 . ADOPTION OF RULES AND REGULATIONS AS
TO LOW AND MODERATE INCOME LEVELS. Pursuant to and as
required by the Act , t e Board of Directors of the
Corporation hereby finds and determines and hereby adopts as
a part of the Rules and Regulations of the. Corporation
effective as of January 1 , 1983 , that for purposes of
occupancy of dwelling units in the Development, a person of
low and moderate income shall be a person whose adjusted
gross income , together with the adjusted gross incomes of
all persons who intend to reside with such person in one
dwelling unit within the Development , did not exceed
$40 , 000 . 00 for the calendar year 1982 . It is expressly
stipulated that (i) the Corporation shall retain the right
to modify the levels of low and moderate income for purposes
of the Act and this resolution at any time and from time to
time while any of the Bonds may be outstanding without the
consent of any other person or entity (including without
limitation the Trustee, the Owner or any Bondholder) , and
(ii) the income levels now or hereafter established by the
Corporation as provided in this Section have been or will be
determined solely for purposes of compliance with -the Act ,
and nothing contained herein shall affect the Owner' s
obligation to rent dwelling units in the Development to
individuals of low or moderate income as defined in the Code
and the Regulations and rulings thereunder in order to
qualify (and maintain qualification of) the Bonds as
tax-exempt bonds under Section 103 (b) (4) (A) of the Code.
THIS RESOLUTION PASSED and APPROVED this 2nd day of
March, 1983 .
f
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TRUST INDENTURE
BETWEEN
BEAUMONT HOUSING FINANCE CORPORATION
AND
INTERFIRST BANK-BEAUMONT
TRUSTEE
RELATING TO
BEAUMONT HOUSING FINANCE CORPORATION
$1, 600 , 000
MULTI-FAMILY HOUSING REVENUE BONDS
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
Dated as of March 1 , 1983
f
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TABLE OF CONTENTS
PAGE
PREAMBLE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
RECITALS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
GRANTING CLAUSE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
ARTICLE I
DEFINITIONS AND INTERPRETATIONS
Section 1 . 01 Definitions . . . . . . . . . . . . . . . . . . . 4
Section 1 . 02 Additional Definitions
and Interpretations . . . . . . . . . . . . . . . . . 7
ARTICLE II
ACCEPTANCE OF TRUST
Acceptance of Trust. . . . . . . . . . . . . . . . . 8
ARTICLE III
DEBT SERVICE FUND AND CONSTRUCTION FUND
Debt Service Fund and
Construction Fund. . . . . . . . . . . . . . . . . . . 8
ARTICLE IV
NOTICE TO OWNER
Notice to Owner. . . . . . . . . . . . . . . . . . . . . 8
ARTICLE V
ACCOUNTS AND RECORDS
Section 5 . 01 Separate Records to be Kept. . . . . . . . . 9
Section 5 . 02 Annual Report. . . . . . . . . . . . . . . . . . . . . . . 9
Section 5 . 03 Right to Inspect. . . . . . . . . . . . . . . . . . . . 9
ARTICLE VI
ENFORCEMENT OF RIGHTS IN CASE OF DEFAULT
Section 6. 01 Appointment of Trustee and
Rights of Holder. . . . . . . . . . . . . . . . . . . . 10
Section 6 . 02 Control by Trustee. .. . . . . . . . . . . . . . . . 10
Section 6 . 03 Events of Default. . . . . . . . . . . . . . . 11
Section 6 . 04 Declaration of Principal ands
Interest Due. . . . . . . . . . . . . . . . . . . . . . . . 12
Section 6 . 05 Enforcement by Trustee. . . . . . . . . . . . . . 13
Section 6 . 06 Non-Exclusive Remedies . . . . . . . . . . . . . . 13
Section 6 . 07 Waiver of Defaults . . . . . . . . . . . . . . . . . . 14
Section 6 . 08 Discretion of Trustee. . . . . . . . . . . . . . . 14
Section 6 . 09 Application of Moneys . . . . . . . . . . . . . . . 14
Section 6 . 10 Judicial Proceedings . . . . . . . . . . . . . . 16
Section 6 . 11 Enforcement' of Remedies Without
Possession of Bonds . . . . . . . . . . . . . . . . . 16
Section 6 . 12 Direction of 75% in Principal
Amount of Bondholders . . . . . . . . . . . . . . . 16
Section 6 . 13 Notice of Default. . . . . . . . . . . . . . . 16
Section 6 . 14 Concurrence of Bondholders . . . . . . . . . . 17
Section 6 . 15 Notice to Owner of Past Due
Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
ARTICLE VII
CONCERNING THE TRUSTEE
Section 7 . 01 Not Accountable For Bond Proceeds . . . 17
Section 7 . 02 Reliance by Trustee. . . . . . . . . . . . . . . . . 18
Section 7 . 03 Compensation. . . . . . . . . . . . . . . . . . . . 18
Section 7 . 04 Limited Responsibilities. . . . . . . . . . . . 19
Section 7 . 05 Advice. . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Section 7 . 06 Trustee May Own Bonds . . . . . . . . . . . . . . . 20
Section 7 . 07 Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Section 7 . 08 Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . 20
ARTICLE VIII
SUCCESSOR TRUSTEE
Section 8. 01 Resignation of Trustee. . . . . . . . . . . . . . 20
Section 8 . 02 Removal of Trustee. . . . . . . . . . . . . . . . 21
Section 8 . 03 Appointment of Successor Trustee. . . . 21
Section 8 . 04 Transfer to Successor Trustee. . . . . . . 22
Section 8. 05 Merger or Consolidation of Trustee. . 22
1
s
ARTICLE IX
RELEASE OF INDENTURE
Section 9. 01 Satisfaction of Indebtedness and
Release of Indenture. . . . . . . . . . . . . . 22
ARTICLE X
AMENDMENTS
Amendments . . . . . . . . . . . . . . . . . . . . . . . . . . 23
ARTICLE XI
MISCELLANEOUS PROVISIONS
Section 11 . 01 Acknowledgments and Ownership
of Bonds . . . . �
. . . . . . . . . . . . . . . . 23
Section 11 . 02 Trustee May RequireProof of
Ownership. . . . . . . . . . . . . . . . . . . . . 24
Section 11 . 03 Consent of Bondholders . . . . . . . . . . . . . . 24
Section 11 . 04 Survival of Valid Bonds . . . . . . . . . . . . . 24
Section 11 . 05 Unclaimed Funds . . . . . . . . . . . . . . . . . . . . . 25
Section 11 . 06 Rights of Parties. . . . . . . . . . . . . . . . . . . 25
Section 11 . 07 Severability. . . . . . . . . . . . . . . . . . . . . 25
Section 11 . 08 Governing Law. . . . . . . . . . . . . . . . . . . . . . . 26
ARTICLE XII
RECORDING
Section 12. 01 Corporation and Trustee
toRecord. . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Section 12 . 02 Non-Encumbrance. . . . . . . . . . . . . . . . . . . . . 26
TESTIMONIUM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
SIGNATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
ACKNOWLEDGMENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
EXHIBITS
Exhibit A Schedule of Trustee Fees
THE STATE OF TEXAS §
TRUST INDENTURE
COUNTY OF JEFFERSON §
This Trust Indenture, dated as of March 1 , 1983 ,
executed by and between Beaumont Housing Finance
Corporation, duly organized and created as a housing finance
corporation under the Texas Housing Finance Corporations
Act , Art. 12691-7 , Vernon' s Annotated Texas Civil Statutes ,
as amended (the "Act") , and InterFirst Bank-Beaumont , a
state banking corporation duly organized and existing under
the laws of the State of Texas and having its principal
office in the City of Beaumont, Texas , as Trustee (the
"Trustee") :
W I T N E S S E T H:
WHEREAS , the Act authorizes and empowers the
Corporation to issue revenue bonds on behalf of the City of
Beaumont , Texas (the "City") , for the purpose of providing
financing for residential developments within the City and
intended to be occupied substantially (at least 90%) by
persons of low and moderate income, as determined in Rules
and Regulations adopted by the Board of Directors of the
Corporation; and
WHEREAS , in order to finance the cost of such
developments , the Corporation is authorized by the Act to
issue revenue bonds payable from the revenues derived from
repayment of loans made to owners of such developments; and
WHEREAS , the Owner (as hereinafter defined) has
heretofore acquired certain real property interests in the
Site (as hereinafter defined) and the Facilities (as
hereinafter defined) located thereon; and
WHEREAS , the Corporation has entered into the Agreement
(as hereinafter defined) with the Owner, providing for (i) a
loan from the Corporation to the Owner to provide financing
for a portion of the Cost of the Development (as hereinafter
defined) , and (ii) the repayment of such loan by the Owner;
and
WHEREAS, contemporaneously with the execution of the
Agreement , the Owner has executed that certain Deed of
Trust , Assignment of Rents and Security Agreement, dated as
of the date hereof (as hereinafter defined) , pursuant to
which the Owner bargained, sold, granted, conveyed,
transferred, mortgaged, pledged and assigned to Donald W.
Cioban, as mortgage trustee , for the use and benefit of the
Corporation, and further granted unto the Corporation a
security interest in, the Development and certain other
properties of the Owner, in order to secure the payment of
the Installment Loan Payments (as hereinafter defined) on
the Note (as hereinafter defined) , according to their tenor
and effect, and certain other indebtedness of the Owner and
the performance and observance by the Owner of all the
covenants expressed or implied in the Deed of Trust , the
Bond Resolution, the Agreement and . the Note; and
WHEREAS, in order to provide funds for the Corporation
to loan to the Owner, the Corporation now proposes to issue
its Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , in the aggregate principal
amount of $1,600 , 000 pursuant to this Trust Indenture and in
accordance with the Bond Resolution (as hereinafter
defined) ; and
WHEREAS, contemporaneously with the execution of this
Trust Indenture and the Agreement , the Corporation has
executed that certain Collateral Assignment and Security
Agreement (as hereinafter defined) , dated as of the date
hereof, pursuant to which the Corporation has conveyed,
assigned, transferred and delivered and granted a security
interest to the Trustee in the Note and all rights , titles ,
interests , estates , real and personal property, liens ,
privileges , claims and demands and equities existing and to
exist in connection with or as security for payment of the
Note, including its rights , titles and interests arising
under the Deed of Trust in order to secure payment of the
Bonds (as hereinafter defined) according to their tenor and
effect and the performance by the Corporation of all the
covenants expressed or implied herein, therein and in the
Bonds ; and
WHEREAS, the Corporation also desires to provide for
the issuance from time to time in the future of Additional
Bonds (as hereinafter defined) for the purpose of defraying
the costs of completing, enlarging, rehabilitating,
improving or expanding the Development, or refunding any
Original Bonds (as hereinafter defined) or series of
Additional Bonds theretofore issued and outstanding under
this Trust Indenture; and
WHEREAS, all things necessary to make the Original
Bonds , when- issued, executed and delivered by the
Corporation and authenticated by the Trustee pursuant to
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this Trust Indenture, the valid, legal and binding limited
obligations of the Corporation, and to constitute this Trust
Indenture as a valid pledge of certain income and revenues
derived from repayment of the loan for the payment of the
principal of, premium, if any, agreed liquidated damages , if
any, and interest on the Bonds authenticated and delivered
under this Trust Indenture, have been performed and the
creation, execution and delivery of this Trust Indenture,
and the creation, execution and issuance of the Original
Bonds , subject to the terms hereof, have in all respects
been duly authorized;
NOW, THEREFORE, THIS TRUST INDENTURE WITNESSETH:
The Corporation, in consideration of the premises and
acceptance by the Trustee of the trusts hereby created, and
of the purchase and acceptance of the Bonds by the owners
thereof, and for other good and valuable consideration, the
receipt and sufficiency of which is hereby acknowledged, and
for the purpose of securing and providing for the payment of
the principal of, redemption premium, if any, agreed liqui-
dated damages , if any, and interest on the Bonds according
to their tenor and effect and the performance and observance
by the Corporation of all the covenants expressed or implied
herein and in the Bonds , has granted, assigned, transferred,
pledged, set over, and confirmed, and by these presents does
grant , assign, pledge , set over, and confirm unto the
Trustee , and to its successors and substitutes in trust , all
of the following described property (the "Trust Estate") :
(i) all of the right, title, and interest of
the Corporation in and to the Installment Loan
Payments as required and provided in the
Agreement, the Note and the Bond Resolution; and
(ii) the Debt Service Fund and the
Construction Fund created by the Bond Resolution,
upon, and subject to the terms , conditions ,
stipulations , covenants , agreements , trusts , uses ,
and purposes hereinafter expressed.
TO HAVE AND TO HOLD all and singular the Trust Estate ,
whether now owned or held or hereafter acquired, unto the
Trustee , its successors and assigns , forever.
IN TRUST NEVERTHELESS , upon the terms and trusts herein
set forth for the equal and proportionate benefit and
security of all present and future holders of the Bonds and
interest coupons , if any, appertaining thereto without
-3-
preference of any Bond or coupon over any other, and for
enforcement of the payment of the Bonds and interest coupons
appertaining thereto in accordance with their terms , and all
other sums payable hereunder or on the Bonds (including
agreed liquidated damages) and for the performance of and
compliance with the obligations , covenants and conditions of
this Trust Indenture , as if all the Bonds at any time
outstanding had been authenticated, executed and delivered
simultaneously with the execution and delivery of this Trust
Indenture, all as herein set forth.
PROVIDED, HOWEVER, that the grant, conveyance , pledge
and assignment made in this Trust Indenture, which are
intended for the aforesaid security purposes only, shall in
no way affect, impair or diminish the Corporation' s
obligations under the Agreement and the Bond Resolution, nor
shall any such obligations be imposed upon the Trustee, and,
except as otherwise provided in the remaining provisions of
this Trust Indenture, nothing herein shall prohibit the
Corporation from bringing any actions or proceedings for the
enforcement of the obligations of the Owner under the
Agreement or the Bond Resolution, except the obligations of
the Owner with respect to the amounts and moneys required to
be paid into the Debt Service Fund and except that nothing
in this proviso shall prejudice the rights of the Trustee
under Articles V, VI , and VII hereof.
IT IS HEREBY COVENANTED, DECLARED and AGREED that this
Trust Indenture creates a continuing lien on the Trust
Estate equally and ratably to secure the payment in full of
the principal of, premium, if any, agreed liquidated
damages , if any, and interest on all Bonds which may, from
time to time, be outstanding hereunder,and that the Bonds
are to be issued, authenticated and delivered, and that the
Trust Estate is to be held, dealt with and disposed of by
the Trustee , upon and subject to the terms , covenants ,
conditions , uses , agreements and trusts set forth in this
Trust Indenture, as follows :
ARTICLE I
DEFINITIONS AND INTEPRETATIONS
Section 1 . 01. Definitions . In addition to all other
words and terms defined herein, and unless a different
meaning or intent clearly appears from the context, the
following words and terms shall have the following meanings ,
respectively, whenever they are used herein:
-4-
Additional Bonds - Subject to satisfaction of all
requirements set out in the. Bond Resolution, any bonds
issued by the Corporation pursuant to this Trust Indenture
and the Bond Resolution, which bonds shall rank equally and
on a parity with the Bonds and shall be equally and ratably
secured under the Bond Resolution, this Trust Indenture and
the Agreement.
Agreement - The Loan Agreement dated as of March 1 ,
1983 , by and between the Corporation and the Owner.
Article - Any subdivision of this Trust Indenture
designated with a roman numeral .
Board or Board of Directors - The lawfully qualified
Board of Directors of the Corporation.
Bond Resolution - The Bond Resolution adopted by the
Board of Directors of the Corporation authorizing the
issuance and delivery of Beaumont Housing Finance
Corporation, Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , in the aggregate principal
amount of $1 , 600 , 000 and each other resolution of the Board
of Directors of the Corporation authorizing Additional Bonds
for the Development , with the Bond Resolution being
expressly incorporated herein by reference for all purposes .
Bondholder - The owner of any Bond registered as to
principal .
Bonds - Any and all revenue bonds of the Corporation
issued and delivered to finance and pay for a portion of the
Cost of the Development pursuant to the Act and the
Agreement, including initial and subsequent series of issues
of revenue bonds and revenue bonds issued to finance and pay
for all or any part of the Cost of completing the
Development , and any revenue Bonds issued for the purpose of
refunding or' replacing any Bonds issued for such purpose.
Collateral Assignment - The Collateral Assignment and
Security Agreement dated as of March 1 , 1983 , pursuant to
which the Corporation conveyed, assigned, transferred and
delivered and granted a security interest to the Trustee in
the Note and all rights , titles , interests , liens ,
privileges , claims and demands and equities existing or to
exist in connection with or as security for payment of the
Note, including its rights , titles and interests arising
under the Deed of Trust in order to secure payment of the
Bonds according to their tenor and effect and the
1
-5-
performance by the Corporation of all the covenants
expressed or implied therein and in the Trust Indenture and
the Collateral Assignment.
Construction Fund - The segregated account or accounts
into which certain proceeds from the sale and delivery of
each series of Bonds will be deposited as provided in each
_ Bond Resolution (excepting any Bond Resolution authorizing
revenue bonds to refund any Bonds) .
Corporation - Beaumont Housing Finance Corporation.
Debt Service Fund - The segregated account or accounts
in which Installment Loan Payments will be deposited as
provided in each Bond Resolution.
Deed of Trust - The Deed of Trust , Assignment of Rents
and Security Agreement dated as of March 1 , 1983 , pursuant
to which the Owner has bargained, sold, granted, conveyed,
transferred, mortgaged, pledged and assigned to Donald W.
Cioban, as mortgage trustee, for the use and benefit of the
Corporation, and further granted to the Corporation a
security interest in, the Development and certain other
property in order to secure the payment of the Installment
Loan Payments and the Note, according to their tenor and
effect, and certain other indebtedness of the Owner and the
performance and observance by the Owner of all the covenants
expressed or implied in the Deed of Trust, the Agreement ,
and the Note.
Development - The interest of the Owner in the Site,
the Facilities and the Premises which comprise the
Development as described in Exhibit A to the Agreement.
Facilities - The interest of the Owner in the
facilities which are now or may hereafter be located on the
Site described in Exhibit A to the Deed of Trust , including
any modifications to , substitutions for or additions
thereto.
Installment Loan Payments - Payments required to be
made by the Owner to amortize each series or issue of Bonds ,
as provided for in the applicable Bond Resolution, including
the principal of, redemption premium, if any, and interest
on such Bonds when due (whether at stated maturity, upon
redemption prior to stated maturity, or upon acceleration of
stated maturity) , any agreed liquidated damages owed to the
Bondholders , and all agreed fees and expenses of the
Trustee , Registrar, and any Paying Agent for such Bonds ,
-6-
together with any other payments required by such Bond
Resolution or this Trust Indenture.
Note - The limited recourse promissory note from the
Owner dated March 1 , 1983 , in the principal sum of
$1,600 , 000 and payable to the Corporation.
Original Bonds - Any or all of the Corporation' s
$1,600 , 000 Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , dated as of March 1 , 1983 ,
which are issued, sold and delivered pursuant to the Bond
Resolution.
Owner - Virginia Village Venture, a joint venture
formed under the laws of the State of Texas , and its
permitted successors and assigns .
Paying Agent - The Trustee and any other paying agent
for an issue or series of Bonds named in the Bond Resolution
authorizing such Bonds .
Premises - The property described in Exhibit A to the
Deed of Trust.
Registrar - The registrar for the Bonds named in the
Bond Resolution.
Section - Any subdivision of this Trust Indenture
designated by arabic numerals .
Site - The real estate which is described in Exhibit A
to the Deed of Trust , and any other additional land which
may be acquired for or as a part of the Development.
Trust Indenture - This Trust Indenture, together with
the Exhibits attached hereto , and all amendments and
supplements hereto.
Trustee - InterFirst Bank-Beaumont , its successors or
assigns , and any successor trustee at any time serving as
successor trustee hereunder.
Section 1 . 02. Additional Definitions and Interpreta-
tions .
(a) Capitalized terms used but not expressly defined
herein shall have the same meanings as set forth in the
Agreement or the Bond Resolution unless the context
indicates otherwise.
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(b) The table of contents , article and section
headings are for reference purposes only and shall not
affect its interpretation in any respect.
(c) Unless the context requires otherwise , words of
the masculine gender shall be construed to include
correlative words of the feminine and neuter genders and
vice versa, and words of the singular number shall be
construed to include correlative words of the plural number
and vice versa.
ARTICLE II
ACCEPTANCE OF TRUST
The Trustee hereby accepts the trusts , duties ,
obligations , and requirements imposed on it by the Bond
Resolution and this Trust Indenture, and agrees to carry out
and perform, punctually and effectively, such duties ,
obligations , and requirements for the benefit of the
Corporation, the Owner and the holders of the Bonds . It is
further specifically agreed that (i) the Trustee will act as
a Paying Agent for the Bonds at all times while it is the
Trustee, (ii) the Trustee will act as Registrar for the
Bonds at all times while it is the Trustee , and (iii) the
Trustee will authenticate each of the Bonds by executing the
Trustee ' s Certificate of Authentication appearing on each of
the Bonds , as provided in the Bond Resolution, at such time .
and in such manner as directed by the Corporation.
ARTICLE III
DEBT SERVICE FUND AND CONSTRUCTION FUND
The Debt Service Fund and the Construction Fund created
by the Bond Resolution are hereby confirmed and established,
respectively, in trust , with the Trustee , and the Trustee
agrees to hold, administer, deposit , secure, invest , and use
said funds in all respects as provided and required by the
Agreement , the Bond Resolution, and this Trust Indenture.
ARTICLE IV
NOTICE TO OWNER
On or before the 5th day prior to each date upon or
before which each Installment Loan Payment is required by
the Bond Resolution and the Agreement to be deposited into
the Debt Service Fund, but only if the Owner shall expressly
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so request in writing following an applicable adjustment of
the Bond Interest Rate, the Owner shall be given written
notice via hand delivery or first class mail , postage
prepaid, at such address as the Owner shall from time to
time designate and file in writing with the Trustee, of the
amount , if any, of each Installment Loan Payment required by
the Bond Resolution and the Agreement to be made by the
Owner to the Trustee and deposited by the Trustee into the
Debt Service Fund on or before such date. Such notice shall
give a brief statement of the manner in which the amount due
was calculated, including a showing of all credits on
account of available moneys in the Debt Service Fund. The
failure of the notice to be given, or of the Owner to
receive any such notice, shall not relieve the Owner of its
obligation to make all deposits or payments of Installment
Loan Payments to the Trustee as required by the Agreement
and the Bond Resolution.
ARTICLE V
ACCOUNTS AND RECORDS
Section 5 . 01 Separate Records to be Kept. The Trus-
tee shall keep proper books of records and accounts ,
separate from all other records and accounts , in which
complete and correct entries shall be made of all
transactions relating to the Installment Loan Payments , the
Debt Service Fund, and the Construction Fund.
Section 5 . 02 Annual Report. Within 120 days after
each anniversary date of this Trust Indenture, the Trustee
will furnish to the Corporation, the Owner, and any holder
of any outstanding Bonds who may so request, a copy of a
report by the Trustee covering the year preceding such
anniversary date , showing the following information: .
(1) a detailed statement concerning the
receipt and disposition of all Installment Loan
Payments and the disposition of the amounts in the
Construction Fund (until the Construction Fund
shall have been fully depleted) .
(2) an asset statement or balance sheet of
the Debt Service Fund and of the Construction Fund
(until the Construction Fund shall have been fully
depleted) . .
Section 5 . 03 Right to Inspect. The Corporation, the
Owner, and the holders of any Bonds shall have the right , at
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all reasonable times and upon reasonable notice , to inspect
all records , accounts , and data of the Trustee relating to
the Installment Loan Payments , the Debt Service Fund and the
Construction Fund.
ARTICLE VI
ENFORCEMENT OF RIGHTS IN CASE OF DEFAULT
Section 6 . 01 Appointment of Trustee and Rights of
Holder. The Trustee is hereby irrevocably appointed the
special agent and representative of the holders of the Bonds
and vested with full power in their behalf to effect and
enforce the Agreement , this Trust Indenture , and the Bond
Resolution for their benefit as provided herein and in the
Bond Resolution; provided, however, the holders of a
majority of the aggregate principal amount of the Bonds then
outstanding shall have the right from time to time to
direct and control the Trustee in connection with the
enforcement of any of the provisions of the Agreement , the
Trust Indenture , and the Bond Resolution, and any other
proceedings taken by virtue of any provisions of the
aforesaid instruments , in case of any subsisting Event of
Default (as hereinafter defined) or of any other event
entitling the Trustee to proceed hereunder, including the
right to have withdrawn and discontinued at any stage
thereof any proceedings taken hereunder by the Trustee,
provided that the Event of Default upon which such
proceedings were based and all other Events of Default
hereunder shall have been remedied and made good. Anything
contained in this Trust Indenture to the contrary
notwithstanding, each holder of any Bond shall have a right
of action to enforce the payment of all amounts due with
respect to any Bond owned by him when or after the same
shall have become due , at the place, from the sources , and
in the manner expressed; and provided that no right of
action shall exist subsequent to the time of waiver of an
Event of Default in the payment of any such amount so due
and such Event of Default having been remedied and made good
as set forth in Section 6 . 07.
Section 6 . 02 Control by Trustee. Except as other-
wise provided in this-Article , the rights of action with
respect to this Trust Indenture shall be exercised by the
Trustee and no holder of any Bond shall have any right to
institute any suit, action or proceeding at law or equity
for the appointment of a receiver or for any other remedy
hereunder or by reason hereof unless and until in addition
to the fulfillment of all other conditions precedent
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specified in this Trust Indenture , the Trustee shall have
received the written request of the holders of not less than
25% of the aggregate principal amount of the Bonds then
outstanding and shall have been offered reasonable indemnity
and shall have refused, or for 30 days thereafter neglected,
to institute such suit , action, or proceeding; and it is
hereby declared that the making of such request and the
furnishing of such indemnity are in each case conditions
precedent to the execution and enforcement by any holder of
any Bond of the powers and remedies given to the Trustee
hereunder and to the institution and maintenance by any
holder of any Bond of any action or cause of action for the
appointment of a receiver or for any other remedy hereunder;
but the Trustee may, in its discretion, or when duly
requested in writing by the holders of at least 25% of the
aggregate principal amount of the Bonds then outstanding and
upon being furnished indemnity satisfactory to the Trustee
against expenses , charges , and liability, shall forthwith
take such appropriate action by judicial proceedings or
otherwise to enforce the covenants of the Owner and the
Corporation as the Trustee may deem expedient in the
interest of the holders of the Bonds .
Section 6 . 03 Events of Default. Any one or more of
the following events shall constitute an "Event of Default"
under this Trust Indenture:
(1) the failure of the Owner to make or pay, or
cause to be made or paid, any Installment Loan Payment
upon the terms and conditions required by the Agreement
or the Bond Resolution;
(2) the dissolution or liquidation of the Owner
in any manner not specifically authorized by the
Agreement , or the filing by the Owner of a voluntary
petition in bankruptcy or failure by the Owner promptly
to lift or suspend any execution, garnishment, or
attachment of such consequence as will materially
impair its ability to carry out its obligations under
the Agreement or the Bond Resolution, the breach of any
other contract , agreement or instrument and the failure
to remedy or cure such breach with the consequences
that the ability of the Owner to carry out its
obligations under the Agreement or the Bond Resolution
are materially impaired, or the commission by the Owner
of any act of bankruptcy, or failure of the Owner
generally to pay its debts as they become due, or entry
of an order for relief of the Owner in a bankruptcy
case of the Owner, or the assignment or transfer by the
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Owner of a substantial portion of its assets for the
benefit of its creditors , or the entry by the Owner
into an agreement of composition with its creditors , or
the entry of an order or decree applicable to the Owner
in any proceeding for its reorganization or arrangement
in any proceedings instituted under the provisions of
any applicable federal or state bankruptcy statutes ,
including the federal Bankruptcy Code, as they now
exist or are hereafter amended or enacted;
(3) the Owner defaults in the observance or
performance of any other of its covenants , conditions ,
or obligations in the Bonds , the Agreement , the Bond
Resolution, the Note , the Deed of Trust, the Collateral
Assignment , or this Trust Indenture , and the Owner
fails to not remedy such default within 30 days or such
other reasonable period of time, not to exceed 90 days ,
as the Owner may require to remedy such default if
because of reasons of force maj eure such cure cannot
reasonably be accomplished within 30 days , after
written notice to do so has been received by the Owner
from the Trustee or the holders of the Bonds ; and the
Trustee may serve such notice , in its discretion, or
shall serve such notice at the written request of the
holders of not less than 25% of the aggregate principal
amount of the Bonds then outstanding;
(4) the occurrence of an "Event of Default" under
the Agreement , the Note, the Bond Resolution, the Deed
of Trust or the Collateral Assignment;
(5) Subject to Section 2 . 02(a) of the Agreement,
the Owner shall not be receiving, on and after June 1 ,
1984 , public rental assistance payments under the
Section 8 Contract (or any successor contract which is
executed within 90-days after termination or expiration
of the Section 8 Contract or any predecessor contract
and which provides for public rental assistance pay-
ments) with respect to at least 66-2/3% of the dwelling
units in the Development; or
(6) the Owner shall make any untrue or materially
misleading warranty, representation, or other statement
in the Agreement, Bonds or in any other instrument,
document, or letter now or hereafter furnished by the
Owner to the Trustee or any holder of the Bonds .
Section 6 . 04 Declaration of Principal and Interest
Due. Upon the happening of an Event of De ault, the
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Trustee may, in its discretion, or upon the written request
of the holders of at least 25% of the aggregate principal
amount of the Bonds then outstanding, and upon being
indemnified to the satisfaction of the Trustee , shall ,
declare the principal of all Bonds then outstanding, and the
interest accrued thereon immediately due and payable , and
such principal and interest , together with any applicable
agreed liquidated damages , and any applicable redemption
premium, and any other amounts then due, shall thereupon
become and be immediately due and payable , anything in the
Bonds , the Agreement, the Bond Resolution, or this Trust
Indenture to the contrary notwithstanding.
Section 6 . 05 Enforcement by Trustee. Upon the
happening of an Event ot De au tl , the Trustee may, in its
discretion, or upon the written request of the holders of at
least 25% of the aggregate principal amount of the Bonds
then outstanding, and upon being indemnified to the
satisfaction of the Trustee , shall , take such appropriate
action by judicial proceedings or otherwise to (i) cure the
Event of Default and/or (ii) require the Owner or the
Corporation to carry out its or their covenants and
obligations under and with respect to the Bonds , the
Agreement , the Bond Resolution, the Collateral Assignment,
the Note , the Deed of Trust , or this Trust Indenture,
including without limitation, the use and filing of actions
for specific performance , the appointment of a receiver (in
equity with power to charge and collect the Installment Loan
Payments) and mandamus proceedings , in any court of
competent jurisdiction, against the Corporation or the
Owner, their respective officers , directors , employees ,
and/or agents , and to obtain judgments for any Installment
Loan Payments due but unpaid into the Debt Service Fund, or
for any other amounts due hereunder, under the Bond
Resolution, or under the Agreement , including all amounts
due with respect to the Bonds then outstanding if declared
due and payable as provided herein, and/or (iii) exercise
any of the rights , remedies and powers accorded under the
Agreement , the Bond Resolution, the Collateral Assignment ,
the Note or the Deed of Trust.
Section 6 . 06 Non-Exclusive Remedies . No remedy
herein conferred upon or reserved to the Trustee is intended
to be exclusive of any other available remedy or remedies ,
but each and every such remedy shall be cumulative and shall
be in addition to every other remedy given hereunder or
under the Agreement, the Deed of Trust, the Bonds , the Bond
Resolution, the Note or the Collateral Assignment, or now
and hereafter existing at law or in equity or by statute.
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No delay or omission to exercise any right or power accruing
upon the happening of an Event of Default continuing as
aforesaid shall impair any such right or power or shall be
construed to be a waiver of any such Event of Default or
acquiescence therein, and every such right and power may be
exercised from time to time and so often as may be deemed
expedient.
Section 6 . 07 Waiver of Defaults . The Trustee may,
and upon the written request of the olders of 75% of the
aggregate principal amount of the Bonds then outstanding
shall , waive any Event of Default hereunder and its
consequences , except that an Event of Default in the payment
of Installment Loan Payments , or in the payment of any
amounts with respect to the Bonds when and as the same shall
become due and payable, may be waived only if the Event of
Default therein shall have been remedied and made good. In
case of any such waiver, the Corporation, the Owner, the
Trustee , and the holders of the Bonds shall be respectively
restored to their former position and rights hereunder and
such waiver shall not extend to any subsequent or other
Event of Default or impair any right consequent thereto.
Section 6 . 08 Discretion of Trustee. In the event
the Trustee shall receive conflicting or inconsistent
requests and indemnity from two or more groups of holders of
Bonds , each representing less than 75% of the aggregate
principal amount of Bonds then outstanding, the Trustee in
its sole discretion may determine what action, if any, shall
be taken, notwithstanding any other provisions of this Trust
Indenture.
Section 6 . 09_ Application of Moneys. All moneys
collected by the Trustee pursuant to the exercise of the
remedies and powers provided in this Article, together with
all other sums which then may be held by the Trustee under
any provision of this Trust Indenture as security for the
Bonds , shall be applied as follows ;
First, to the payment of the costs and
expenses of the proceedings whereunder such money
was collected, including a reasonable compensation
to the Trustee , its agents , attorneys , and all
other necessary or proper expenses , liabilities ,
and advances incurred or made by the Trustee under
this Trust Indenture, and to the payment of all
taxes , assessments , and liens superior to the lien
of this Trust Indenture;
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Second, to the payment of matured interest on
the Bonds , including, to the extent legally
permissible , interest thereon at the maximum
non-usurious per annum rate permitted by law from
due date to date of payment;
Third, to the payment of principal of,
redemption premium, if any, and agreed liquidated
damages , if any, on the Bonds which have been
called for redemption as permitted or required by
the Bond Resolution or have matured as provided
thereby, and interest thereon, to the extent
legally permissible , at the maximum non-usurious
per annum rate permitted by law from the date of
redemption or maturity to date of payment;
Fourth, to the payment of principal of the
Bonds which have become due by virtue of
declaration of the Trustee pursuant to Section
6. 04 hereof and interest thereon, to the extent
legally permissible , at the maximum non-usurious
per annum rate permitted by law from the date
declared due to date of payment;
Fifth, to the payment of any other sums owing
to the Trustee from the Owner; and
Sixth; to the payment of the surplus , if any,
to whomsoever may be lawfully entitled to receive
the same, or as a court of competent jurisdiction
may direct.
If in making distribution pursuant to the order above
stated, the amount available for distribution in a
particular classification be insufficient to pay in full all
of the items in such classification, the amount available
for distribution to items in such classification shall be
prorated among such items in the proportion that the amount
each item bears to the total of all such items . Notwith-
standing anything contained in this Trust Indenture to the
contrary, if the Trustee shall declare the principal of all
Bonds then outstanding and the interest accrued thereon
immediately due and payable as the result of an Event of
Default, or if the Bonds are to be redeemed as a whole
pursuant to mandatory redemption provisions provided in the
Bond Resolution, or if the Owner shall exercise any option
to redeem the Bonds as a whole in accordance with their
terms , any amounts remaining in the Construction Fund shall
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be deposited in the Debt Service Fund and applied by the
Trustee as provided in this Section 6 . 09.
Section 6 . 10 Judicial Proceedings . In any judicial
proceeding in which the Corporation is a party and which, in
the opinion of the Trustee or its counsel , has a substantial
bearing on the interests of the holders of the Bonds , the
Trustee, if permitted by the court having jurisdiction over
such proceeding, may, in its discretion, or upon the written
request of the holders of at least 25% of the aggregate
principal amount of the Bonds then outstanding, and upon
being indemnified to the satisfaction of the Trustee, shall ,
intervene on behalf of the holders of the Bonds to assert
the rights of such holders .
Section 6 . 11 Enforcement of Remedies Without
Possession of Bonds . All -rights o action or other rights
under this Trust Indenture or otherwise may be brought by
the Trustee in its own name as Trustee of an express trust
and may be enforced by the Trustee without the possession of
any of the Bonds or any interest coupons appertaining
thereto , or the production thereof on the trial or other
proceedings relative thereto.
Section 6. 12 Direction by 75% in Principal
Amount of Bondholders . It is expressly provided that the
holders of 50 of t e aggregate principal amount of the
Bonds then outstanding, or a committee appointed pursuant to
a written appointment filed with the Trustee (the
"Committee") , representing the holders of 75% of the
aggregate principal amount of the Bonds then outstanding,
shall have the right , at any time, by an instrument or
instruments in writing executed and delivered to the
Trustee , to direct the method and place of conducting all
proceedings to be taken in connection with the enforcement
of the Trustee ' s rights and remedies under the Agreement ,
the Bond Resolution, the Deed of Trust, the Note, the
Collateral Assignment or this Trust Indenture or the rights
of the holders of the Bonds and may exercise any right or
perform any action hereunder with the same effect as the
Trustee under this Trust Indenture; provided that such
direction shall not be otherwise than in accordance with the
provisions of law and of this Trust Indenture and provided
further that the Trustee shall be indemnified to its
satisfaction.
Section 6 . 13 Notice of Default. The Trustee shall
not be required to take notice nor a deemed to have notice
of any default specified in this Trust Indenture, except for
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those Events- of Default specified in Section 6 . 03 (1) , unless
specifically notified in writing of such default by the
holders of at least 25% of the aggregate principal amount of
the Bonds then outstanding.
Section 6 . 14 Concurrence of Bondholders . In deter-'
mining whether the holders of a requisite aggregate
principal amount of Bonds outstanding have concurred in any
request , demand, authorization, direction, notice, consent ,
or waiver under this Trust Indenture or the Bond Resolution,
any Bonds owned by or for the account of the Owner, or any
person controlled by, controlling, or under common control
with the Owner, shall be disregarded and deemed not to be
outstanding for the purpose of any such determination;
provided that for the purpose of determining whether the
Trustee shall be protected in relying upon any such request,
demand, authorization, direction, notice, consent , or
waiver, only the Bonds of which the Trustee has actual
knowledge of such ownership shall be so disregarded.
Section 6 . 15 Notice to Owner of Past Due Payments .
Pursuant to the Agreement , Insta ment Loan Payments are to
be paid by the Owner- directly to the Trustee. In the event
that any such payments are not timely made, the Trustee
shall immediately notify the Owner by wire at the address
provided in the Agreement or by telephonic notice with
confirmation of such notice by wire, that payment has not
been made. Such notice shall be deemed given at the time
the wire is received or telephonic notice is given,
whichever is earlier. Failure of the Trustee to give , or of
the Owner to receive , such notice shall not relieve the
Owner of any covenant or obligation under the Agreement, the
Bond Resolution, the Deed of Trust , the Note, the Collateral
Assignment , or this Trust Indenture and shall not constitute
a waiver of any Event of Default under this Trust Indenture.
ARTICLE VII
CONCERNING THE TRUSTEE
The Trustee accepts the trust imposed upon it by this
Trust Indenture , but only upon and subject to the following
express terms and conditions :
Section 7 . 01 Not Accountable for Bond Proceeds. In
no event shall the Trustee be liable- except for its gross
negligence or willful misconduct in relation to its duties
under this Trust Indenture and the Bond Resolution. The
Trustee shall not be responsible for any recitals herein, in
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the Bonds , the interest coupons , if any, appertaining
thereto , the Bond Resolution, the Agreement, the Deed of
Trust , the Collateral Assignment or the Note , or for the
sufficiency of the security for the Bonds or interest
coupons , if any, appertaining thereto . The Trustee shall
have no responsibility hereunder except to the extent of the
duties placed upon the Trustee to hold, administer, deposit ,
secure, invest, and use the Debt Service Fund and the
Construction Fund as expressly required by the Bond
Resolution, to the extent funds for such purposes are
received by the Trustee, and to perform the other express
covenants and agreements made by the Trustee under the
provisions of this Trust Indenture and the Bond Resolution.
Section 7 . 02 Reliance by Trustee. The Trustee may
rely and shall be protected in acting or refraining from
acting in accordance with the provisions of this Trust
Indenture and the Bond Resolution upon any notice,
requisition, request, consent, certificate, order,
affidavit , letter, telegram, or other paper or document
believed by it to be genuine and correct and to have been
signed or sent by the proper person or persons , and the
Trustee shall not be bound to recognize any person as holder
of Bonds or to take any action at his request , unless the
Bond or Bonds owned by such holder shall be deposited with
the Trustee , be registered in the name of such holder on the
Bond Registration Books kept by the Trustee, or submitted to
it for inspection. Any action taken by the Trustee pursuant
to this Trust Indenture upon the request or authority or
consent of any person who , at the time of making such
request or giving such authority or consent, is the holder
of any Bond secured hereby, shall be conclusive and binding
upon all future holders of the same Bond and of Bonds issued
in exchange therefor or in place thereof.
Section 7 . 03 Compensation. In addition to the fees
described in Section 7 . 07 , there shall be paid from the Debt
Service Fund the Trustee ' s reasonable expenses , advances ,
and fees of its counsel , engineers , accountants or other
experts , and its liabilities incurred in and about the
execution of the trusts hereby created and the exercise and
performance of the powers and duties of the Trustee
hereunder (except liabilities incurred as a result of the
gross negligence or willful misconduct of the Trustee , or as
provided in Section 15 (a) of the Bond Resolution) , and the
reasonable cost and expenses , including counsel fees , of
defending against liabilities . The Owner shall have the
same contest rights with respect to payments under this
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Section as the Owner has pursuant to Section 7. 07 of this
Trust Indenture.
Section 7 . 04 Limited Responsibilities . The respon-
sibilities of the Trustee elsewhere set forth herein shall
be further limited as follows :
(a) The Trustee shall . not be liable with
respect to any action taken or omitted to be taken
by it in good faith (i) in accordance with a
direction of the holders of Bonds pursuant to any
provision of this Trust Indenture relating to the
time , method, and place of conducting any
proceeding for any remedy available to the
Trustee , or exercising any trust or power
conferred upon the Trustee , under this Trust
Indenture, or (ii) exercising any trust or power
whether or not in accordance with such a
direction.
(b) No provision of this Trust Indenture
shall require the Trustee (i) to expend or risk
its own funds or otherwise incur any financial
liability in the performance of any of its duties
hereunder, or in the exercise of any of its rights
or powers , if it shall have reasonable grounds for
believing that repayment of such funds or adequate
indemnity against such risk or liability is not
reasonably assured to it , nor (ii) to take any
action, whether or not directed to take such
action by the holers of Bonds , pursuant to this
Trust Indenture, which in the judgment of the
Trustee would conflict with any rule of law, or
with the terms of this Trust Indenture, or would
be unjustly prejudicial to the holders of Bonds
not taking part in such direction. When acting
pursuant to the direction of any holders of Bonds
pursuant to this Trust Indenture, the Trustee may
take other action deemed proper by the Trustee
which is not inconsistent with such direction;
provided that the terms of this subparagraph (b)
shall not impose any additional duties or re-
sponsibilities upon the Trustee and shall not be
construed to limit the effect of subparagraph (a)
of this Section 7. 04 .
Section 7 . 05 Advice. The Trustee may act upon the
professional opinion or advice of counsel, reasonably
believed by the Trustee to be qualified in relation to the
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subject matter, whether retained by the Trustee , the Owner,
or the Corporation or otherwise , and the Trustee shall not
be responsible for anything suffered or done or not done by
it in good faith in accordance with any such opinion or
advice.
Section 7 . 06 Trustee May Own Bonds . Except as
prohibited by law, the Trustee may ecome the owner or
holder of any of the Bonds secured by this Trust Indenture
with the same rights which it would have if it were not the
Trustee; and nothing herein contained shall be construed to
prohibit the Trustee, either as principal or agent , from
engaging in or being interested in any financial or other
transaction with the Corporation or the Owner or from acting
as depository, trustee , or agent for any Committee or body
of holders of the Bonds or of other obligations of the
Corporation as freely as if it were not the Trustee.
Section 7 . 07 Fees . The Corporation has agreed with
the Owner in the Agreement and the Bond Resolution provides
that as part of the Installment Loan Payments , the Owner
shall pay to the Trustee , its customary charges for
performing the duties of the Trustee, Registrar, and Paying
Agent for the Bonds as set forth in the Schedule attached
hereto as Exhibit A. It is agreed by the Trustee that the
Owner may, without causing or creating a default or Event of
Default hereunder, contest in good faith (and withhold
payment of the contested amount) the reasonableness of any
extraordinary service charges , until such contest is
resolved; provided that in the event the reasonableness of
the charges is contested in a court proceeding, the
reasonable attorney' s fees of the prevailing party may be
adjudged against the other party. All payments due the
Trustee for such charges , fees , or expenses shall be paid by
the Owner and no such charges , fees , or expenses shall be
charged against or be payable by the Corporation, except the
initial fees and expenses of the Trustee which are paid as
part of the costs of issuance of the Bonds .
Section 7 . 08 Insurance. The Trustee shall have no
obligation or duty with respect to the insurance to be
maintained by the Owner on the Development.
ARTICLE VIII
SUCCESSOR TRUSTEE
Section 8 . 01 Resignation of Trustee. The Trustee
hereunder may at any time resign and--be discharged from all
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trusts created by this Trust Indenture by giving not less
than 60 days written notice to the Corporation, the Owner,
and to any holders of Bonds as shown on the Bond Registra-
tion Books kept by the Trustee , and such resignation shall
take effect upon the appointment of a temporary Trustee or a
successor Trustee by the holders of Bonds or by the Corpor-
ation as hereinafter provided.
Section 8 . 02 Removal of Trustee. The Trustee may be
discharged and removed at any time by an instrument or con-
current instruments in writing, delivered to the Trustee and
to the Corporation, and signed by the holders of 51% of the
aggregate principal amount of the then outstanding Bonds .
Section 8 . 03 Appointment of Successor Trustee. In
case the Trustee hereunder shall resign or be removed, or be
dissolved, or shall be in the course of dissolution or
liquidation, or otherwise become incapable of acting
hereunder, or in case the Trustee shall be taken under the
control of any public officer or officers , or of a receiver
appointed by a court , a successor may be appointed by the
holders of a majority of the aggregate principal amount of
the then outstanding Bonds by an instrument or concurrent
instruments in writing, signed by such holders of Bonds , or
by their attorneys-in-fact duly authorized in writing, and
delivered to the Corporation; provided that in any such
event the Corporation by an instrument executed by authority
of a resolution of its Board of Directors and signed by the
President or any Vice President and Secretary, may appoint a
temporary Trustee to fill such vacancy until a successor
Trustee shall be appointed by the holders of Bonds in the
manner above provided, and any such temporary Trustee so
appointed by the Corporation shall immediately and without
further act be superseded by the Trustee which is thereafter
so appointed by such holders of Bonds . Every such successor
of temporary Trustee so appointed by the Corporation shall
immediately and without further act be superseded by the
Trustee so appointed by such holders of Bonds . Every such
successor temporary Trustee shall be a trust company or bank
in good standing located in the State of Texas , and having a
capital and surplus of not less than Ten Million Dollars
($10 , 000 , 000) , if there be such a trust company or bank
willing, qualified, and able to accept the trust upon
reasonable and customary terms . In the event that no
appointment of a temporary or successor Trustee shall be
made pursuant to the foregoing provisions of this Article
within 60 days after the Trustee gives written notice of
resignation or the Trustee is removed, any holder of Bonds
or any retiring Trustee may apply to any court of competent
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jurisdiction for the appointment of a successor Trustee, and
such court may thereupon, after such notice, if any, as it
shall deem proper, prescribe or appoint a successor Trustee.
Section 8 . 04 Transfer to Successor Trustee. Every
successor Trustee appointed ereunder s a execute,
acknowledge , and deliver to its predecessor, the Corporation
and the Owner, an instrument in writing accepting such
appointment hereunder, and such successor Trustee, without
any further act, deed, or conveyance, shall become fully
vested with all the estates , rights , powers , trusts , duties ,
and obligations hereunder of its predecessor; but such
predecessor shall nevertheless , on the written request of
the Corporation, execute and deliver an instrument
transferring to such successor Trustee all of the estates ,
rights , powers , and trusts of such predecessor hereunder;
and every predecessor Trustee shall deliver all securities
and money held by it to its successor; provided that before
any such delivery is required or made , all reasonable,
customary, and legally accrued fees , advances , and expenses
of such predecessor Trustee shall be paid in full . Should a
deed, assignment , or instrument in writing from the
Corporation be required by any successor Trustee for more
fully and certainly vesting in such Trustee the estates ,
rights , powers , and duties hereby vested or intended to be
vested in the predecessor Trustee , any and all such deeds ,
assignments , and instruments in writing shall, on request,
be executed, acknowledged, and delivered by the Corporation.
Section 8 . 05 Merger or Consolidation of Trustee.
Any corporation or association into w is the Trustee, or
any successor to it in the trusts created by this Trust
Indenture, may be merged or converted or with which it is or
any successor to it may be consolidated, or any corporation
or association resulting from any merger, conversion, or
consolidation to which the Trustee or any successor to it
shall be a party, shall be the successor Trustee under this
Trust Indenture without the necessity of the execution or
filing of any paper or any other act on the part of any of
the parties hereto anything herein to the contrary
notwithstanding.
ARTICLE IX
RELEASE OF INDENTURE
Section 9. 01 Satisfaction of Indebtedness and
Release of Indenture. I w en the Bonds sR—aIl have become
due and paya e in accordance with their terms or as
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otherwise provided in this Trust Indenture , or shall have
been duly called for redemption, and the whole amount of the
principal , redemption premium, if any, and the interest so
due and payable upon all of the Bonds , and the agreed
liquidated damages , if any, with respect to the Bonds then
due, shall be paid, or sufficient money shall be held by the
Trustee for such purpose , and provision shall also be made
for paying all other sums payable hereunder and/or under the
Agreement and the Bond Resolution by _the Owner, then and in
that case all right , title , and interest of the Trustee in
the presents and the estate and rights hereby granted shall
thereupon cease , determine, and become void, and the Trustee
in such case shall release this Trust Indenture and shall
execute such documents to evidence such release as may be
reasonably required by the Corporation and the Owner, and
shall turn over any surplus funds held by it to whomsoever
may then be entitled pursuant to the Bond Resolution, the
Agreement , or by law to receive the same; and thereupon this
Trust Indenture shall terminate and be of no effect; pro-
vided that until the Bonds are finally paid, the Trustee
shall continue to act as Paying Agent and Registrar for the
Bonds .
ARTICLE X
AMENDMENTS
This Trust Indenture may be amended only as provided in
the Bond Resolution; provided that Additional Bonds may be
issued pursuant to the Bond Resolution as provided therein,
and may be secured by this Trust Indenture without the
necessity of amending or supplementing this Trust Indenture.
ARTICLE XI
MISCELLANEOUS PROVISIONS
Section 11 . 01 Acknowledgments and Ownership of Bonds .
Any request, direction, consent , or other instrument
required by this Trust Indenture to be signed or executed by
holders of Bonds may be in any number of concurrent writings
of similar tenor and may be signed or executed by such
holders of Bonds in person or by an agent appointed in
writing. Proof of the execution of any instrument , or of
the writing appointing such agent , and of the holding and
owning of the Bonds , if made in the following manner, shall
be sufficient for any purpose of this Trust Indenture and
shall be conclusive in favor of the Trustee with regard to
any action taken by it under such instrument:
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(i) the fact, date , and due authorization of the
execution by any person or of any such instrument may
be proved by the certificate of any officer, in any
jurisdiction, who , by the laws thereof, has power to
take acknowledgments within such jurisdiction to the
effect that the person signing such instrument acknowl-
edged before him the execution thereof, or by an
affidavit of a witness to such execution.
(ii) the fact of the holding and owning of the
Bonds by any holder thereof, the amount and numbers of
such Bonds , and the date of his holding and owning same
may be proved by the appropriate entries in the Bond
Registration Books maintained by the Trustee as
Registrar, and the Trustee may conclusively assume that
such ownership continued until written notice to the
contrary is served upon the Trustee.
Section 11 . 02 Trustee May Require Proof of Ownership.
Nothing contained in- Article shall be construed as
limiting the Trustee to the proof hereinabove specified, it
being intended that the Trustee may accept any other
evidence of the matters herein stated which it may deem
sufficient.
Section 11 . 03 Consent of Bondholders . Unless other-
wise provided in the Bond Reso ution, any request or consent
of any holder of Bonds shall bind every future holder of the
same Bond in respect of anything done by the Trustee in
pursuance of such request or consent. In the event of the
dissolution of the Corporation, all of the covenants ,
stipulations , promises , and agreements in this Trust
Indenture contained by, on behalf of, or for the benefit of
the Corporation, shall bind or inure to the benefit of the
successor or successors of the Corporation from time to time
and any officer, board, or commission to whom or to which
any power or duty affecting such covenants , stipulations ,
promises , and agreements shall be transferred by or in
accordance with law.
Section 11 . 04 Survival of Valid Bonds . If any Bond
shall not be presented or payment when the principal
thereof becomes due, either at maturity or at the date fixed
for redemption thereof or otherwise , or in the event any
coupons shall not be presented for payment at the due date
thereof, all liability of the Corporation and the Owner to
the holders thereof and to the Trustee for the payment of
such Bond or coupons , as the case may be , shall forthwith
cease, determine, and be completely discharged whenever
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funds sufficient to pay such Bond or coupons shall be paid
to the Trustee by the Corporation and/or the Owner and such
funds shall be segregated by the Trustee and held in trust
for the benefit of the holders of such Bond or coupons , as
the case may be, who shall thereafter be restricted
exclusively to such funds for the satisfaction of any claim
of whatever nature on their part relating to such Bond or
coupons .
Section 11 . 05 Unclaimed Funds . Any money deposited
with the Trustee in trust for the payment of the principal
of, redemption premium, if any, agreed liquidated damages ,
if any, or interest on any Bond and remaining unclaimed for
six years after such principal of, redemption premium, if
any, agreed liquidated damages , if any, or interest on such
Bond has become due and payable shall be paid to the
Corporation and/or the Owner as provided in the Bond
Resolution; provided that before the Trustee shall be
required to make any such repayment, the Trustee may at the
expense of the Owner cause to be published at least once , in
a financial newspaper , journal , or publication of general
circulation in the City of New York, New York, or in the
State of Texas , a notice that such money remains unclaimed
and that , after a date specified therein, which shall not be
less than 30 days from the date of such publication, any
unclaimed balance of such money then remaining will be
repaid to the Corporation and/or the Owner. After the
payment of such unclaimed moneys to the Corporation and/or
the Owner, the holder of such Bond or the holder of the
relevant coupon shall thereafter look only to the Owner for
the payment thereof, and all liability of the Trustee with
respect to such money shall thereupon cease.
Section 11 . 06 Rights of Parties . Except as otherwise
expressly provided herein, not ing in this Trust Indenture
expressed or implied is intended or shall be construed to
confer upon any person, firm, or corporation other than the
Owner, the Corporation, the Trustee , and the holders of
Bonds , any right , remedy, or claim, legal or equitable ,
under or by reason of this Trust Indenture or any covenant,
condition, or stipulation contained herein.
Section 11 . 07 Severabilit . In case any one or more
of the provisions of this Trust Indenture or of the Bonds or
any interest coupons appertaining thereto shall be held to
be invalid or ineffective as to any person or circumstance,
the remainder thereof and the application of such provision
to persons or circumstances other than those as to which it
is held invalid shall not be affected thereby.
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Section 11 . 08 Governing Law. The validity, interpre-
tation, and performance of this Trust Indenture shall be
governed by the laws of the State of Texas .
ARTICLE XII
RECORDING
Section 12. 01 Corporation and Trustee to Record. The
Corporation shall cause the Agreement and this Trust Inden-
ture (or financing or other statements with respect thereto)
to be filed with the Secretary of State of Texas in order to
secure the lien of this Trust Indenture. The Trustee shall
cause any additional security instruments delivered to the
Trustee as additional security for the Bonds , memorandum,
financing statements , or continuation statements with
respect to such instruments , amendments , or supplements to
be filed, registered, and recorded and to be refiled,
reregistered, and rerecorded in such manner and in such
places as may be required by any present or future law in
order to publish notice of and fully to protect the lien of
the rights and security of the holders of the Bonds and the
rights of the Trustee under the Agreement , the Bond
Resolution, the Note, the Collateral Assignment , and this
Trust Indenture and perform or cause to be performed from
time to time any other act as required by law, and execute
and file or cause to be executed and filed any and all
instruments of further assurance, that may be necessary for
such publication and protection. Provided, however, the
Trustee may act upon the opinion or advice of any legal
counsel as to action required hereunder. The Corporation
shall, when so requested by the Trustee , execute all such
instruments , memoranda, or statements necessary to maintain,
protect , or preserve the interests assigned to the Trustee
under this Trust Indenture or under such other instruments .
Section 12. 02 Non-Encumbrance. This Trust Indenture
is and always shall remain a direct lien and security
interest upon the Installment Loan Payments , the Debt
Service Fund, and the Construction Fund, and except as
provided in the Bond Resolution, the Corporation will not
create or suffer to be created any lien prior to or on a
parity with the lien of this Trust Indenture or any part
thereof.
IN WITNESS WHEREOF, the Corporation acting through its
Board of Directors , has caused this Trust Indenture to be
executed in multiple counterparts , each of which shall be
considered an original for all purposes , in its name , and
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for and on its behalf, by its President or a Vice President
and attested by its Secretary, and its corporate seal to be
hereto affixed; and the Trustee , to evidence its acceptance
of the trusts hereby created and vested in it , has caused
this Trust Indenture to be executed in multiple
counterparts , each of which shall be considered an original
for all purposes , in its behalf by one of its Vice
Presidents , attested by one of its Trust Officers or its
Secretary, and its corporate seal to be hereunto affixed,
all as of the date first written.
BEAUMONT HOUSING FINANCE
ATTEST: CORPORATION
By:
Its .
(SEAL)
CORPORATION
ATTEST: INTERFIRST BANK-BEAUMONT
By:
Its .
(SEAL) TRUSTEE
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THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
BEFORE ME, the undersigned authority, on this day
personally appeared ,
of Beaumont Housing Finance Corporation, known to me to be
the person and officer whose name is subscribed to the
foregoing instrument , and acknowledged to me that he
executed the same for the purposes and consideration therein
expressed, in the capacity therein stated and as the act and
deed of said Corporation.
GIVEN UNDER MY HAND AND SEAL OF OFFICE on this the
day of 1983 .
Notary Public, State of Texas
Typed or Printed Name
My Commission Expires :
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THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
BEFORE ME, the undersigned authority, on this day per-
sonally appeared of
InterFirst Bank-Beaumont , a state an ing corporation, known
to me to be the person and officer whose name is subscribed
to the foregoing instrument , and acknowledged to me that he
executed the same for the purposes and consideration therein
expressed, in the capacity therein stated and as the act and
deed of said Bank.
GIVEN UNDER MY HAND AND SEAL OF OFFICE on this the
day of 1983 .
Notary Public , State of Texas
Typed or Printed Name
My Commission expires :
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EXHIBIT A
TRUST INDENTURE
Schedule of Trustee Fees
ACCEPTANCE CHARGE
The acceptance charge will be $1, 600 . 00.
ADMINISTRATION CHARGE
The administration charge will be $1, 600 . 00 per year
payable on the first day of each March 1 during the life of
the Bonds commencing March 1 , 1984 .
PAYMENT OF PRINCIPAL
This charge is included in the annual administration
charge.
PAYMENT OF INTEREST
This charge is included in the annual administration
charge.
CUSTODY OF COLLATERAL
This charge is included in the annual administration
charge.
RECONVEYANCE, CANCELLATION OR CLOSING CHARGE
This charge is included in the annual administration
charge.
OUT-OF-POCKET-EXPENSES
The Trustee is entitled to reimbursement for reasonable
amounts spent for postage , insurance for shipment of
securities , registered mail fee and federal surcharges ,
stationery and envelopes , special checks binders ,
transfer reports , necessary travel expenses and other
miscellaneous out-of-pocket expenses .
I
EXTRAORDINARY SERVICE OR SERVICES
For extraordinary services not specifically mentioned
above , including but not limited to the preparation and
distribution of financial statements for external use
and the furnishing of information or performance of
services not required of the Trustee unless requested
by the Owner, the Bondholders or other third parties ,
the charges will be based on an appraisal of the
services performed.
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LOAN AGREEMENT
BETWEEN
BEAUMONT HOUSING FINANCE CORPORATION
AND
VIRGINIA VILLAGE VENTURE
RELATING TO
BEAUMONT HOUSING FINANCE CORPORATION
$1 ,600 , 000
MULTI-FAMILY HOUSING REVENUE BONDS ,
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
Dated as of March 1 , 1983
TABLE OF CONTENTS
LOAN AGREEMENT
Page
ARTICLE I
DEFINITIONS; GENERAL RECITALS,
FINDINGS, AND REPRESENTATIONS
Section 1. 01 Definitions . . . . . . . . . . . . . . . . 1
Section 1. 02 General Recitals , Findings
andRepresentations . . . . . . . . . . . . . . . . . 6
ARTICLE II
THE DEVELOPMENT
Section 2 . 01 Approvals and Permits . . . . . . . . . . . . . . . 7
Section 2 . 02 Acquisition and Reconstruction. . . . . . . . 8
ARTICLE III
FINANCING THE DEVELOPMENT;
TITLE AND OPERATION
Section 3 . 01 The Loan and the Note. . . . . . . . . . . . . 9
Section 3 . 02 Security for the Loan
and the Note. . . . . . . . . . . . . . . . . 9
Section 3. 03 Repayment of the Loan
andthe Note. . . . . . . . . . . . . . . . . . . 10
Section 3. 04 Title. 12
Section 3 . 05 Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Section 3 . 06 Indemnities . . . . 12
Section 3 . 07 The Corporation' s
Limited Liability. . . . . . . . . . . . . . 14
ARTICLE IV
THE BONDS
Section 4 . 01 Issuance of the Bonds . . . . . . . . . . . . . . . 14
Section 4 . 02 Refunding of the Bonds . . . 16
Section 4 . 03 Redemption of the Bonds . . . . . . . . . . . . . 16
Section 4 . 04 Installment Loan Payments . . . . . . . . . . . 16
Section 4. 05 No Arbitrage. . . . . . . . . . . . . . . . . . . . . . . . 17
Section 4 . 06 Tax-Exempt Status of Interest
on the Bonds and
Mandatory Redemption. . . . . . . . . . . 17
Section 4 . 07 Covenants under the Act. . . . . . . . . . . . . 22
Section 4 . 08 Payments to the Corporation. . . . . . . . . 23
ARTICLE V
COVENANTS AND REMEDIES
Section 5 . 01 Covenants . . . . . . . . . . . . . . . . . . . . . . . . 24
Section 5 . 02 Trustee ' s Remedies . . . . . . . . . . . . . . . . . . 24
Section 5 . 03 General Provisions . 24
Section 5 . 04 Amendment of Agreement. . . . . . . . . . . . . . 25
ARTICLE VI
SPECIAL COVENANTS
Section 6 . 01 Existence of Joint Venture. . . . . . . . . . 26
Section 6 . 02 Assignment. . . . . . . . . . . . . . . . . . . . . 26
Section 6 . 03 Financial Reports . . . . . . . . . . . . . . . . . . . 27
Section 6 . 04 Term of Agreement. . . . . . . . . . . . . . . . 27
Section 6. 05 Termination. . . . . . . . . . . . . . . . . . . . . . . . . 27
Section 6. 06 Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Section 6 . 07 Severability. . . . . . . . . . . . . . . . . . . . . . . . 28
Signatures . . . . . . . . . . . . . . . . . . . . . . . . . . 28
EXHIBITS
Exhibit A Description of the Development
Exhibit B Construction Fund Requisition
Exhibit C Note
THE STATE OF TEXAS §
LOAN AGREEMENT
COUNTY OF JEFFERSON §
This Loan Agreement dated as of March 1 , 1983 , by and
between Beaumont Housing Finance Corporation, duly organized
and created as a housing finance corporation under the Texas
Housing Finance Corporations Act , Art. 12691-7 , Vernon' s
Annotated Texas Civil Statutes , as amended, and Virginia
Village Venture , a joint venture created under the laws of
the State of Texas .
W I T N E S S E T H:
ARTICLE I
DEFINITIONS; GENERAL RECITALS,
FINDINGS , AND REPRESENTATIONS
Section 1. 01. DEFINITIONS. In addition to all other
words and terms defined herein, and unless a different
meaning or intent clearly appears from the context , the
following words and terms shall have the following meanings ,
respectively, whenever they are used herein:
Act - The Texas Housing Finance Corporations Act,
Art. 12691-7 , Vernon' s Annotated Texas Civil- Statutes , as
amended.
Agreement - This Loan Agreement, together with the
Exhibits attached hereto , and all amendments and supplements
to this Loan Agreement.
Annual Contributions Contract - The Annual Contribu-
tions Contract dated as of September 28 , 1981 , by and
between HUD and the Authority, and all amendments and
supplements to the Contract.
Approving Officer - The person or persons designated by
the Owner in a form satisfactory to the Trustee and the
Corporation.
Article - Any subdivision of this Agreement designated
with a roman numeral.
Authority - The Housing Authority of the City of
Beaumont , Texas , its successors and assigns .
r
Board or Board of Directors - The lawfully qualified
Board of Directors of the Corporation.
Bondholder - The owner of any Bond registered as to
principal.
Bond Counsel - An attorney or firm of attorneys experi-
enced in matters relating to municipal bond law and the tax
exemption of interest on bonds of states and their political
subdivisions , selected by the Corporation and satisfactory
to the Trustee and the Owner.
Bond Resolution - The Bond Resolution adopted by the
Board of Directors authorizing the issuance and delivery of
Beaumont Housing Finance Corporation Multi-Family Housing
Revenue Bonds , Series 1983 (Virginia Village Development) ,
in the aggregate principal amount of $1 , 600 , 000 , and each
other resolution of the Board of Directors authorizing
additional Bonds for the Development , with the Bond Resolu-
tion being expressly incorporated herein by this reference
for all purposes .
Bonds - Any and all revenue bonds of the Corporation
issued and delivered to finance and pay for all or any part
of the Cost of the Development pursuant to the Act and this
Agreement , including initial and subsequent series of issues
of revenue bonds and revenue bonds issued to finance and pay
for all or any part of the Cost of completing the Develop-
ment, and any revenue bonds issued for the purpose of
refunding or replacing any Bonds issued for such purpose.
City - The City of Beaumont , Texas.
Code - The Internal Revenue Code of 1954 , as amended.
Collateral Assignment - The Collateral Assignment and
Security Agreement dated as of March 1 , 1983 , pursuant to
which the Corporation conveyed, assigned, transferred and
delivered and granted a security interest to the Trustee in
the Note and all rights , titles , interests , liens ,
privileges , claims and demands and equities existing or to
exist in connection with or as security for payment of the
Note , including its rights , titles and interests arising
under the Deed of Trust, in order to secure payment of the
Bonds according to their tenor and effect and the
performance by the Corporation of all the covenants
expressed or implied therein and in the Trust Indenture and
the Collateral Assignment.
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Construction Fund - The segregated account or accounts
into which certain proceeds from the sale and delivery of
each series of Bonds will be deposited as provided in each
Bond Resolution (excepting any Bond Resolution authorizing
revenue bonds to refund any Bonds) .
Corporation - Beaumont Housing Finance Corporation, its
successors and assigns .
Cost - With respect to the Development, the sum total
of all reasonable or necessary costs incidental to the pro-
viding, acquisition, construction, reconstruction, rehabili-
tation, repair, alteration, improvement and extension of a
residential development as defined in the Act, including
without limitation the following: the cost of studies and
surveys ; plans and specifications ; architectural and
engineering services , financial advisory, mortgage banking
and administrative services ; underwriting fees ; legal,
accounting , marketing and other special services related to
residential development or incurred in connection with the
issuance and sale of bonds ; necessary application and other
fees to federal, state and local government agencies for any
requisite approval for construction, assisted financing or
otherwise; financing, acquisition, demolition, construction,
equipment and site development of new and rehabilitated
buildings ; the relocation of utilities , public ways , and
parks ; the construction of recreational , cultural and
commercial facilities ; rehabilitation, reconstruction,
repair or remodeling of existing buildings and all other
necessary and incidental expenses , including trustee and
related agency fees and an initial bond and interest reserve
together with interest on bonds issued to finance a
residential development to a date 12 months subsequent to
the estimated date of completion; any premiums for mortgage
insurance or insurance with respect to bonds ; and such other
expenses as the Corporation may deem appropriate to
effectuate the purposes of the Act.
Debt Service Fund - The segregated account or accounts
in which Installment Loan Payments will be deposited as
provided in each Bond Resolution.
Deed of Trust - The Deed of Trust, Assignment of Rents
and Security Agreement dated as of March 1 , 1983 , pursuant
to which the Owner has bargained, sold, granted, conveyed,
transferred, mortgaged, pledged and assigned to Donald W.
Cioban, as mortgage trustee, for the use and benefit of the
Corporation, and has assigned all of its right , title and
interest in any rents arising with respect to , and has
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further granted to the Corporation a -security interest in,
the Development in order to secure the payment of the
Installment Loan Payments and the Note, according to their
tenor and effect , and certain other indebtedness of the
Owner and the performance and observance by the Owner of all
the covenants expressed or implied in the Deed of Trust, the
Agreement , and the Note.
Development - Virginia Village Development , comprised
of the real estate described in Exhibit A to the Deed of
Trust , together with the buildings , improvements , equipment
and related facilities to be reconstructed, rehabilitated
and installed thereon and consisting of 138 dwelling units
for persons of low and moderate income to be located in the
City, which buildings, improvements , equipment and related
facilities are more fully described in Exhibit A attached
hereto.
Guarantee - The Guarantee Agreement dated as of
March 1 , 1983 , pursuant to which the Guarantors agree on a
proportionate basis to guarantee payment of the principal of
and premium, if any, and liquidated damages , if any, and
interest on the Bonds in the event of a default in the
payment of the Bonds or -upon occurrence of a Taxable Event
(which thereafter results in a Final Determination of Tax-
ability) .
Housing Act - The United States Housing Act of 1937 , as
amended.
HUD - The Department of Housing and Urban Development
of the United States of America.
Guarantors - C. L. Sherman, Jr. , James J. Conway, Jr. ,
Wayne D. Sherman, Robert G. Quinn, J. D. Martin III, A. S.
Crawford and F. L. Stanley.
Installment Loan Payments - Payments required to be
made by the Owner on a limited recourse basis to amortize
each series or issue of Bonds , as provided for in the
applicable Bond Resolution, including the principal of,
redemption premium, if any, and interest on such Bonds when
due (whether at stated maturity, upon redemption prior to
stated maturity, or upon acceleration of stated maturity) ,
any agreed liquidated damages owed to the Bondholders , and
all agreed fees and expenses of the Trustee , Registrar, and
any Paying Agent for such Bonds , together with any other
payments required by such Bond Resolution or the Trust
Indenture.
-4-
Loan - The loan of the proceeds of the sale of the
Bonds as described in Section 3 . 01 .
Note - The limited recourse promissory note
representing the Loan as described in Section 3 . 01.
Owner - Virginia Village Venture, a joint venture
formed under the laws of the State of Texas , and its per-
mitted successors and assigns .
Paying Agent - The Trustee and any other paying agent
for an issue or series of Bonds named in the Bond Resolution
authorizing such Bonds .
Registrar - The registrar for the Bonds named in the
Bond Resolution.
Regulations - The regulations promulgated by the United
States Treasury Department pursuant to the Code.
Section - Any subdivision of this Agreement designated
by arabic numerals .
Section 8 Agreement - The Agreement to Enter into a
Housing Assistance Payments Contract dated as of Septem-
ber 15 , 1982 , by and between HUD, the Authority and the
Moebius Family Partnership with respect to the Development ,
and any and all amendments and supplements thereto , which
Agreement has been heretofore assigned to the Owner with the
written consent of the Authority.
Section 8 Contract - The Housing Assistance Payments
Contract with respect to the Development to be entered into
by and between HUD, the Authority and the Owner pursuant to
the Section 8 Agreement , and any and all amendments and
supplements thereto.
Trust Indenture - The trust indenture, including all
supplements and amendments thereto , prescribed in and
executed and delivered pursuant to the Bond Resolution.
Trustee - The corporate trustee named under the Trust
Indenture, and its successors or assigns .
References in the singular number in this Agreement
shall, be considered to include the plural , if and when
appropriate. Capitalized terms used but not expressly
defined herein shall have the same meaning as set forth in
-5-
the Bond Resolution or the Deed of Trust unless the context
indicates otherwise.
Section 1 . 02 . GENERAL RECITALS , FINDINGS , AND REPRE-
SENTATIONS .
(a) The Corporation is duly created and organized and
Validly existing as a housing finance corporation under the
Act.
(b) The Corporation is a public instrumentality of the
City, a political subdivision of the State of Texas , within
the meaning of the Regulations and the rulings of the
Internal Revenue Service prescribed and promulgated pursuant
to Section 103 of the Code, and the Corporation is
functioning and acting on behalf of the City.
(c) The Owner is a joint venture duly organized and
validly existing under the laws of the State of Texas , is
fully qualified to transact business in the State of Texas ,
and is fully authorized by law to execute this Agreement.
(d) This Agreement is authorized and executed pursuant
to applicable laws , including the Act .
(e) The Owner has requested the Corporation to finance
the Cost of the Development.
(f) The Corporation has determined, in the public
interest , that it will finance the Cost of the Development
and will loan money to the Owner for such purpose in the
manner provided in the Act and this Agreement.
(g) Based on representations made by the Owner to the
Board of Directors , the Corporation has officially found and
determined and hereby officially finds and determines that
(i) issuance of the Bonds on the terms and conditions set
out in the Bond Resolution so as to provide financing for
the Cost of the Development will promote the public purposes
set forth in Section 3 of the Act, including without limita-
tion assisting persons of low and moderate income to obtain
decent, safe and sanitary housing at rentals they can
afford, and (ii) the Owner has agreed and covenanted that in
accordance with the Act and the Code, respectively, at least
90% of the dwelling units in the Development will be
occupied at all times by persons of low and moderate income
(as determined in the Rules and Regulations adopted by the
Board of Directors on behalf of the Corporation) and at
least 20% of the dwelling units in the Development will be
-6-
occupied (or held vacant and available for occupancy) by
individuals of low or moderate income within the meaning of
Section 103 (b) (12) (C) of the Code at all times during the
qualified project period set forth in Section 103 (b) (12) (B)
of the Code.
(h) As required by the Code , the governing body of the
City has held a public hearing after publication and posting
of reasonable written notice and has approved by written
resolution the Development , the Inducement Resolution, the
Bond Resolution and issuance of the Bonds .
(i) The Corporation and the Owner have taken all
action and have complied with all provisions of law with
respect to the execution, delivery and performance of this
Agreement and the due authorization of the consummation of
the transactions contemplated hereby, and this Agreement has
been duly executed and delivered by, and constitutes a valid
and legally binding agreement of, the Corporation and the
Owner, enforceable against the respective parties in
accordance with its terms .
(j ) The execution of this Agreement and the perfor-
mance of the transactions contemplated hereby will not
violate any law or regulation, or any Joint Venture Agree-
ment , or any Articles of Incorporation, Charter or Bylaws ,
or any judicial order, judgment, decree , or injunction, or
contravene the provisions of or constitute a default under
any agreement , deed of trust, indenture, bond resolution, or
other instrument to which the Corporation or the Owner is a
party.
NOW THEREFORE, in consideration of the covenants and
agreements herein made , and subject to the conditions herein
set forth, the Corporation and the Owner contract and agree
as hereinafter provided.
ARTICLE II
THE DEVELOPMENT
Section 2. 01 . APPROVALS AND PERMITS. The Corporation
and the Owner agree to use their est e forts to obtain all
other permits necessary with respect to the provision,
acquisition, construction, renovating, reconstruction,
rehabilitation, repair, alteration, improvement and
extension of the Development.
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Section 2. 02. AC UISITION AND RECONSTRUCTION.
(a) The Development shall be acquired, constructed,
renovated, reconstructed, rehabilitated, repaired, altered,
improved, extended and completed with all reasonable
dispatch, and the Owner will use its best efforts to cause
such acquisition, construction, renovation, reconstruction,
rehabilitation, repair , alteration, improvement and
extension to be completed as soon as practicable , delays
incident to strikes , riots , acts of God, or the public
enemy, or other causes beyond the reasonable control of the
Owner only excepted; and in the event of such delay, there
shall be no resulting liability on the part of the
Corporation.
(b) The Corporation shall have no responsibility or
liability whatsoever with respect to the Development and the
acquisition, construction, reconstruction, rehabilitation,
repair , alteration, improvement , extension and completion
thereof. It is agreed and understood that the Owner has
entered into and executed and will enter into and execute
all agreements and contracts necessary to assure and
accomplish the actual acquisition, construction, recon-
struction, renovation, rehabilitation, repair, alteration,
improvement , extension and completion of the Development ,
that the Corporation shall not execute any such agreements
or contracts , and that the Owner will carry out , pay,
supervise, and enforce all such agreements and contracts and
will provide such insurance on and in connection with the
acquisition, construction, renovation, reconstruction,
rehabilitation, repair, alteration, improvement , extension
and completion of the Development as it deems necessary or
advisable or as required by law and this Agreement . The
Owner shall pay from proceeds from the sale and delivery of
.the Bonds loaned to it pursuant to this Agreement, from any
available income or earnings derived therefrom, and from
other funds of the Owner to the extent necessary, but in all
events subject to Section 3 . 03 (b) of this Agreement , the
entire Cost of the Development. The Owner shall promptly
pay all taxes , including specifically all sales taxes and ad
valorem taxes , in connection with the Development and the
acquisition, construction, renovation, reconstruction,
rehabilitation, repair, alteration, improvement , or
extension thereof. The Corporation shall loan certain
proceeds from the sale of the Bonds to the Owner to be used
by the Owner to pay the Cost of the Development in
accordance with procedures to be established in the Bond
Resolution, including provisions for reimbursing the Owner
for paying the Cost of the Development under the aforesaid
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agreements and contracts for the acquisition, construction,
renovation, reconstruction, rehabilitation, repair,
alteration, improvement , or extension thereof. It is speci-
fically provided, however, that none of the proceeds from
the sale of the Bonds will be used to reimburse the Owner
for, or to pay (and the Owner hereby covenants and agrees
not to request reimbursement of or payment for) any part of
the Cost of the Development if such use or payment would
result in a Taxable Event as defined in Section 4 . 06 , and
the Owner hereby agrees to pay from its own funds or other
sources all such Development Costs which cannot be paid or
reimbursed from the proceeds of the Bonds for such reason.
The Bond Resolution shall contain appropriate provisions
with respect to the Construction Fund which shall be drawn
on and administered as provided therein. Subject to
satisfaction of all conditions to drawdowns set out in the
Bond Resolution, any drawdowns on the Construction Fund
shall be made by the Owner through execution and delivery of
Construction Fund Requisitions in the form attached as
Exhibit B.
(c) Construction of the Development shall be deemed to
be completed upon the issuance of a certification by the
Owner (the "Development Completion Certificate") that the
Development has been completed in accordance with the
Owner ' s plans and specifications .
ARTICLE III
FINANCING THE DEVELOPMENT;
TITLE AND OPERATION
Section 3 . 01 . THE LOAN AND THE NOTE. The Corporation
shall make the Loan to the Owner by depositing into the Con-
struction Fund (or such other fund as specifically provided
in the Bond Resolution) the proceeds from the sale of Bonds
in such amount as is provided in the Bond Resolution. The
amounts so deposited shall be advanced in the manner pro-
vided in the Bond Resolution, and the obligation of the
Owner to repay the Loan shall be represented by the Note in
the form attached as Exhibit C, and the Owner shall repay
the Loan and the Note by making the Installment Loan
Payments as provided in this Agreement and the Bond
Resolution.
Section 3 . 02. SECURITY FOR THE LOAN AND THE NOTE. The
obligations of the Owner under this Agreement and t e Note
shall be direct obligations of the Owner subject to Sec-
tion 3. 03 (b) of this Agreement , and shall be secured by the
J
-9-
Deed of Trust. Prior to or simultaneously with the issuance
of the Bonds , the Corporation will assign to the Trustee , in
accordance with the Trust Indenture and the Collateral
Assignment , all of the Corporation' s right , title'
interest in and to the Installment Loan Payments , the Note ,
and the Deed of Trust.
Section 3 . 03 . REPAYMENT OF THE LOAN AND THE NOTE.
(a) Subject to Subsection (b) below, the Owner agrees
that pursuant to the assignment by the Corporation, the
Owner shall make Installment Loan Payments to the Trustee in
lawful money of the United States of America, and in such
amounts and at such times as shall be necessary to enable
the Trustee to make full and prompt payment of the principal
of, redemption premium, if any, and interest on all Bonds
when due (whether at stated maturity, upon redemption prior
to stated maturity, or upon acceleration of stated matur-
ity) , any agreed liquidated damages owed to the Bondholders ,
and all agreed fees and expenses of the Trustee, the Regis-
trar, and any Paying Agent for such Bonds , and of all other
amounts required to be paid by this Agreement , the Bond
Resolution and the Trust Indenture. Upon the issuance and
delivery of Bonds to the initial purchasers thereof, and the
deposit of the proceeds derived therefrom into the accounts
established by the Bond Resolution, the Owner shall have re-
ceived, and the Corporation shall have given, full and com-
plete consideration for the Owner' s obligation hereunder to
make Installment Loan Payments . Subject to Subsection (b)
below and except as provided in Sections 6 . 01 and 6. 02 , the
obligations of the Owner to make the payments required by
this Agreement shall be absolute and unconditional and shall
not be subject to diminution by set-off, recoupment ,
counterclaim, abatement , or otherwise. Until such time as
all Installment Loan Payments shall have been made or
provision therefor shall have been made in accordance with
the Bond Resolution and the Trust Indenture, it is expressly
stipulated that subject to Subsection (b) below, the Owner
(i) will not suspend or discontinue, or permit the
suspension or discontinuance of, any payments provided for
in this Agreement, (ii) will perform and observe all of its
other agreements contained in this Agreement , and (iii) will
not terminate this Agreement for any cause, including, with-
out limiting the generality of the foregoing, failure of the
Development to comply with the plans and specifications
therefor, any acts or circumstances that may constitute
failure of consideration, destruction of or damage to the
Development , frustration of commercial purpose, any change
in the tax or other laws or administrative rulings of or
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administrative actions by the United States of America, the
State of Texas , or any political subdivision of either, or
any failure of the Corporation to perform and observe any
agreement , whether expressed or implied, or any duty, lia-
bility, or obligation arising out of or -in connection with
this Agreement. Nothing contained in this Section shall be
construed to release- the Corporation from the performance of
any of the agreements on its part contained herein; and in
the event the Corporation shall fail to perform any such
agreement on its part, the Owner may institute such action
against the Corporation as the Owner may deem necessary to
compel performance , provided that no such action shall
violate the agreements on the part of the Owner contained in
this Section or postpone or diminish the amounts required to
be paid by the Owner pursuant to this Agreement.
(b) Other than the interest of the Owner in the
Development and the future rents , issues and profits ,
insurance proceeds and condemnation awards to be derived
therefrom and any other collateral expressly pledged by the
Owner with respect to the Development , neither the Owner nor
any venturer or participant therein shall have liability for
failure to pay or perform any of the obligations of the
Owner hereunder and under the Note and the Deed of Trust
(other than the obligations under Section 3 . 06 and
Section 4 . 06 hereof for which the Owner and its venturers or
participants shall be personally liable) . In the event of
any breach or threatened breach by the Owner of any of the
covenants , agreements , terms or conditions contained herein
or in the Note or the Deed of Trust , the Corporation, its
successors and assigns , shall make no claim, or enforce nor
seek to enforce any claim, either at law or in equity, by
attachment , execution or other legal or equitable means ,
against any of the assets of either the Owner or any
venturer or participant therein, other than the interest of
the Owner in the Development and the future rents , issues
and profits , insurance proceeds and condemnation awards to
be derived therefrom and other collateral expressly pledged
by the Owner with respect to the Development (except that
the assets of the Owner and its venturers and participants
shall be subject to payment of claims under Section 3 . 06 and
Section 4 . 06 hereof) . Nothing contained in this
Subsection (b) shall relieve, modify, diminish, or waive the
personal liability of the Guarantors under the Guarantee
Agreement , attached to the Bond Resolution as Exhibit E.
(c) Notwithstanding the other provisions of this
Agreement, it is the intention of the parties hereto to
conform strictly to the usury laws and the public securities
• -11-
laws (both state and federal , to the extent applicable) now
in force in the State of Texas , and any provision for any
payment contained herein and in the Note and the Bonds and
the interest coupons appertaining thereto, if any, shall be
held to be subject to reduction to the amount allowed under
said usury or securities laws as now or hereafter construed
by the courts having jurisdiction. This provision shall be
held to operate to deny the owners of the Bonds and the
interest coupons appertaining thereto , if any, the right, in
any event , to collect usury or amounts in excess of those
allowed under such securities laws .
Section 3 . 04 . TITLE. The Corporation shall have no
right, title , or interest in and to the Development other
than a lien on, a pledge against and a security interest in
the Development as provided in the Deed of Trust. Except
for making the Loan to the Owner from the source and in the
manner provided in this Agreement , the Corporation shall not
be responsible or liable in any manner for any claims ,
losses , damages , penalties , costs , taxes , or fines with
respect to the acquisition, construction, renovation,
reconstruction, rehabilitation, repair, alteration,
improvement , extension, equipping , furnishing, installation,
operation, maintenance, or ownership of the Development.
Section 3 . 05 . OPERATION. The Owner represents and
covenants that it will operate and maintain the Development,
or cause the Development to be operated and maintained, and
subject to Section 3 . 03(b) of this Agreement, will pay, or
cause to be paid, all costs and expenses of operation and
maintenance of the Development , including all applicable
taxes and utilities . The Development will be considered as
an asset of the Owner at all times for the purpose of
application of its insurance practices , and any insurance
claims by reason of damage to or destruction of the
Development or any portion thereof shall be handled by the
Owner as provided in the Deed of Trust. The Owner agrees
that it will obtain and continuously maintain in effect ,
insurance on the Development as required under the Deed of
Trust . It is understood and agreed that the Corporation
shall have no duties or responsibilities whatsoever with
respect to the operation or maintenance of the Development ,
or the suitability of the Development for its designed
purposes , or insuring of the Development.
Section 3 . 06. INDEMNITIES. The Owner releases the
Corporation and the Trustee , their respective officers ,
directors , employees , agents , representatives , and
attorneys , and the City, its officers , representatives , and
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employees and the members of its governing body
(collectively the "Indemnified Parties".) from, and the
Indemnified Parties shall not be liable for, and the Owner
agrees and shall protect , indemnify, defend, and hold the
Indemnified Parties harmless from any and all liability,
cost , expense, damage or loss of whatever nature (including,
but not limited to, attorneys ' fees , litigation and court
Costs , amounts paid in settlement, and amounts paid to
discharge judgments) directly or indirectly resulting from,
arising out of, in connection with, or related to (i) the
issuance, offering, sale, or delivery of the Bonds , the Bond
Resolution, the Trust Indenture, this Agreement, the Note,
the Deed of Trust and the Collateral Assignment , and the
obligations imposed on the Corporation hereby and thereby,
or the design, construction, renovation, reconstruction,
rehabilitation, repair, alteration, improvement, extension,
operation, use, occupancy, maintenance, or ownership of the
Development; (ii) any written statements or representations
made or given by the Owner or any of its employees , to the
Indemnified Parties , or any underwriters or purchasers of
any of the Bonds , with respect to the Corporation, the
Owner, the Development , or the Bonds , including, but not
limited to , statements or representations of facts ,
financial information, or corporate affairs ; (iii) damage to
property or any injury to or death of any person that may be
occasioned by any cause whatsoever pertaining to the
Development; and (iv) any loss or damage incurred by the
Indemnified Parties as a result of violation by the Owner of
the provisions of Sections 4 . 05 , 4 . 06 or 4 . 07 hereof. The
provisions of the preceding sentence shall remain and be in
full force and effect even if any such liability, cost,
expense, damage or loss or claim therefor by any person
directly or indirectly results from, arises out of, or
relates to or is asserted to have resulted from, arisen out
of, or related to, in whole or in part , one or more negli-
gent acts or omissions of the Corporation or the City, or
the officers , directors , employees , agents , servants , or any
other party acting for or on behalf of the Corporation or
the City in connection with the matters set forth in clauses
(i) through (iv) of such sentence. Notwithstanding the
foregoing, the Owner shall not be required to indemnify the
Trustee or its officers , directors , employees , agents ,
representatives , or attorneys , for liabilities , costs ,
expenses , damages or losses caused or resulting from their
acts of gross negligence or willful misconduct. The
provisions of this Section 3 . 06 shall inure solely to the
benefit of the Corporation, the Trustee , the City, and their
respective officers , directors , employees , agents ,
representatives , attorneys and members , and no other person
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or entity (including without limitation any Bondholder or
the Trustee acting in such capacity on their behalf) shall
have or acquire any rights hereunder.
Section 3 . 07 . THE CORPORATION' S LIMITED LIABILITY. It
is recognized that the Corporation s on 'y source of unds
with which to carry out its commitments with respect to the
Development and this Agreement will be from the proceeds
from the sale of the Bonds and that the Bonds represent
limited obligations of the Corporation as set out in
Section 12 of the Bond Resolution. It and it is expressly
agreed that the Corporation shall have no liability,
obligation, or responsibility with respect to this Agreement
or the Development except to the extent of funds available
from such Bond proceeds . If, for any reason, the proceeds
from the sale of the Bonds and any other amounts
contemplated to be advanced as provided in the Description
of the Development attached as Exhibit A are not sufficient
to pay all the Cost of the Development, the Owner shall not
be entitled to reimbursement therefor unless additional
Bonds are issued for such purpose , or to any diminution in
or postponement of any payments required to be made by the
Owner hereunder.
ARTICLE IV
THE BONDS
Section 4 . 01 . ISSUANCE OF THE BONDS.
(a) In consideration of the covenants and agreements
set forth in this Agreement , and to enable the Corporation
to issue the Bonds in order to carry out the intents and
purposes hereof, this Agreement is executed to assure the
issuance of such Bonds , and to provide for the due and
punctual payment by the Owner to the Trustee of the
Installment Loan Payments . The Owner shall make the
Installment Loan Payments , for the benefit of each series or
issue of Bonds , to the Trustee for deposit into the Debt
Service Fund as provided in each Bond Resolution.
(b) Simultaneously with its authorization of this
Agreement , the Board has adopted the Bond Resolution (which
Bond Resolution is expressly incorporated in this Agreement
by reference for all purposes) . Upon the request of the
Owner, and only upon its request, the Corporation may, at
its option and when it becomes necessary or advisable,
authorize and use its best efforts to sell and deliver
additional Bonds , in one or more series or issues , in
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aggregate principal amounts sufficient to pay any additional
Cost of the Development, provided that no additional Bonds
shall be issued without satisfaction of the conditions set
out in Section 10 of the Bond Resolution. Each Bond
Resolution (including the Trust Indenture authorized by the
Bond Resolution) shall be subject to the written approval of
the Approving Officer and the provisions of any Bond
Resolution and the Trust Indenture shall not be binding or
effective upon the Owner unless and until such approval is
given. Through execution hereof by the Approving Officer,
the Owner hereby approves the terms of the Trust Indenture
and the Bond Resolution delivered by the Corporation in
connection with its Multi-Family Housing Revenue Bonds ,
Series 1983 (Virginia Village Development) . It is hereby
agreed that such approval , if and when given, shall
constitute the acknowledgement and agreement of the Owner
that such Bonds , when issued, sold, and delivered as
provided in the Bond Resolution, will be issued in
accordance with and in compliance with this Agreement ,
notwithstanding any other provisions of this Agreement or
any other contract or agreement to the contrary. Any
Bondholder is entitled to rely fully and unconditionally on
any such approval . Notwithstanding any provisions of this
Agreement or any other contract or agreement to the
contrary, if and when the Approving Officer gives written
approval of any Bond Resolution (including the Trust
Indenture authorized by the Bond Resolution) , all covenants
and provisions in such Bond Resolution and the Trust
Indenture affecting the Owner shall , upon the delivery of
such Bonds and the Trust Indenture, become valid and binding
covenants and obligations of the Owner enforceable to the
extent herein and therein provided so long as such Bonds and
the interest thereon are outstanding and unpaid. Without
limiting the generality of the foregoing, the obligation of
the Owner to make , promptly when due, all Installment Loan
Payments specified in each Bond Resolution and the Trust
Indenture shall be absolute and unconditional , and such
obligation may be enforced as provided in each Bond
Resolution and the applicable Loan Agreement and Trust
Indenture, regardless of any other provisions of any other
contract or agreement to the contrary. It is further the
intention of the parties to this Agreement that if any such
written approval of any Bond Resolution and the Trust
Indenture is given by the Approving Officer, such approval
shall constitute and be the equivalent of the approval of
such Bond Resolution and the Trust Indenture by the Owner,
and the provisions of such Bond Resolution and the Trust
Indenture affecting the Owner shall constitute enforceable
-15-
obligations of and be binding upon the Owner with the effect
described above.
Section 4 . 02. REFUNDING OF THE BONDS. After the
issuance o any Bonds , the Corporation shall not refund any
of the Bonds or change or modify the Bonds in any way,
except as provided for in the Bond Resolution, without the
prior written approval of the Approving Officer; nor shall
the Corporation redeem any Bonds prior to their scheduled
maturities , or change or modify any Bond Resolution, without
the prior written approval of the Approving Officer, unless
such redemption is required by a Bond Resolution.
Section 4 . 03 . REDEMPTION OF THE BONDS. Provision
shall be made in each Bond Resolution for the redemption of
Bonds prior to maturity, under such terms and conditions as
shall be set forth therein. The redemption of any outstand-
ing Bonds prior to maturity at any time shall not relieve
the Owner of its obligation to pay each remaining
Installment Loan Payment as specified herein and in any Bond
Resolution or the Trust Indenture. The Owner shall also
comply with and be bound by all provisions of this Agreement
and of each Bond Resolution and the Trust Indenture with
respect to the mandatory and optional redemption of Bonds .
Section 4 . 04 . INSTALLMENT LOAN PAYMENTS.
(a) Payment of all Installment Loan Payments shall be
made and deposited as required by each Bond Resolution and
the Trust Indenture , including all such payments which may
come due because of the acceleration of the maturity or
maturities of any Bonds upon default , or otherwise, under
the provisions of the Trust Indenture. If any available
funds in excess of current requirements are held on deposit
in the Debt Service Fund at the time payment of any Install-
ment Loan Payment is due, such payment may be reduced by the
amount of the funds so held on deposit. The Owner shall
have the right to prepay all or a portion of any Installment
Loan Payment at any time. Any such prepayment by the Owner
shall not relieve it of liability for each remaining
Installment Loan Payment as provided in this Agreement and
each Bond Resolution and the Trust Indenture.
(b) It is expressly stipulated that subject to
Section 3 . 03 (b) of this Agreement , the Owner shall be
obligated to make and pay, or cause to be made and paid,
each Installment Loan Payment regardless of whether or not
the Owner actually acquires or completes the Development, or
whether or not the Owner actually approves , purchases ,
i
-16-
receives , accepts , or uses the Development; ' and such
payments shall not be subject to any abatement, set-off,
recoupment , or counter-claim; and the Bondholders shall be
entitled to rely on this agreement and representation,
notwithstanding any provisions of any other contract or
agreement to the contrary, and regardless of the validity or
the performance of the remainder of this Agreement or any
other contract or agreement.
Section 4 . 05 . NO ARBITRAGE. The Corporation and the
Owner ereby covenant with each other for the benefit of the
Bondholders that they will make no use of the direct or
indirect proceeds of the Bonds at any time throughout the
term of this Agreement and the Bonds which will cause the
Bonds to be arbitrage bonds within the meaning of Section
103(c) of the Code and the Regulations and rulings
pertaining thereto; and by this covenant the Corporation and
the Owner are obligated to comply with the requirements of
Section 103(c) of the Code and the pertinent Regulations and
rulings .
Section 4 : 06 . TAX-EXEMPT STATUS OF INTEREST ON THE
BONDS AND MANDATORY REDEMPTION.
(a) All references in this Section to the "Code" shall
mean the Internal Revenue Code of 1954 , as now or hereafter
amended, and shall also refer to and incorporate by
reference the applicable Treasury Regulations , Revenue
Rulings and Revenue Procedures now or hereafter promulgated
under the Code. The capitalized terms employed in this
Section shall have the respective meaning assigned to them
in the Code. In the event of any inconsistency or conflict
between any definition or capitalized term in this Section
and the Code , the Code shall control .
(b) The Corporation covenants that it shall , prior to
expiration of the reporting period set out in Section
103 (1) (2) of the Code , file the information report with
Internal Revenue Service in the form thereby required. The
Owner covenants that it shall furnish to the Corporation
whatever information is necessary for the Corporation to
make such filing on a timely basis .
(c) The Owner hereby covenants , warrants , represents ,
certifies and agrees that substantially all (within the
meaning of Section 103 (b) (4) of the Code) and in any event
not less than 92% of the proceeds from the issuance of the
Bonds and investment earnings thereon shall be used to
provide, acquire , construct , reconstruct , repair, alter,
-17-
improve , renovate and rehabilitate multi-family Residential
Rental Property and Functionally Related and Subordinate
Facilities containing one or more similarly constructed
Units and Proximate Buildings or Structures that have
similarly constructed Units , all of which property shall be
located wholly within the City of Beaumont , Texas , and shall
constitute a Residential Rental Project and an Exempt
Facility within the meaning of the Code , and substantially
all (within the meaning of the Code) of the Development
shall contain such Units and Functionally Related and
Subordinate Facilities .
(d) The Owner hereby covenants , warrants , represents ,
certifies and agrees that at all times during the Qualified
Project Period (i) the Development and all Facilities con-
stituting or comprising a Part of or Functionally Related
and Subordinate to the Development , and all land, struc-
tures , buildings , improvements , fixtures , additions ,
appurtenances , equipment, and other assets or property
financed in whole or in part with the proceeds of the issu-
ance of the Bonds shall comprise a multi-family rental hous-
ing development that is Residential Real Property and a
Residential Rental Project and an Exempt Facility, (ii) at
least twenty percent (20%) of the Units comprising a Part of
or Functionally Related and Subordinate to the Development
shall be occupied or held vacant and available for occupancy
(within the meaning of the Code) by Individuals of Low or
Moderate Income , (iii) subject to the provisions of clause
(ii) above with respect to occupancy by Individuals of Low
or Moderate Income and clause (iv) below concerning use
restrictions , all of the Units , Proximate Buildings and
Structures , and Facilities comprising a Part of or Function-
ally Related and Subordinate to the Development shall serve
or be available for General Public Use , or be Part of a
Facility so used, and (iv) no part of the Units , Proximate
Buildings and Structures , land and Facilities comprising a
Part of or Functionally Related and Subordinate to the
Development shall be or hereafter become Owner-Occupied
Residences , or shall otherwise be utilized, rented, or held
out for rental as a hotel, motel, dormitory, fraternity or
sorority house , rooming house, hospital , nursing home,
sanitarium, rent house, trailer parks or courts , or for any
other use on a transient basis , or for usage by any partner,
venturer, or participant in the Owner.
(e) The Owner hereby covenants , warrants , represents ,
certifies and agrees that (i) once available for occupancy,
each Unit in the Development shall be rented or held open as
available for rental on a continuous basis during the longer
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of the remaining term of the Bond or Bonds with the longest
maturity or the Qualified Project Period, (ii) no part of
the Development or any of the Units , Proximate Buildings and
Structures , land or Facilities comprising a Part of or func-
tionally Related and Subordinate to the Development shall be
sold, transferred, conveyed, sublet , assigned, encumbered or
otherwise disposed of in any transaction which would cause
the interest on the Bonds to be includable in the gross
income of the holders thereof for federal -income tax pur-
poses , (iii) the Development and all buildings , structures ,
fixtures , additions , appurtenances , equipment , improvements ,
facilities , and other real or personal property functionally
or integrally related or subordinate thereto are and shall
be located wholly within the jurisdiction of the City as the
Governmental Unit , (iv) the Original Use of the Development
has or will commence prior to the date of issuance of the
Bonds , and no Non-Exempt Person or a Related Person who was
a Substantial User of the Development at any time during the
five-year period preceding the date of issuance of the Bonds
and who receives , directly or indirectly, proceeds of the
issuance of the Bonds equal to five percent (57) or more of
the face amount of the Bonds in payment for his interest in
the Development , will be a Substantial User of the Develop-
ment at any time during the five-year period following the
date of issuance of the Bonds , and (v) all or a major
portion (within the meaning of Section 103 of the Code) and
in no event less than 757 of the proceeds of the issuance of
the Bonds will be used, at all times during the life of the
Bonds , directly or indirectly in the trade or business of
the Owner (within the meaning of Section 103 of the Code) ,
and not by an Exempt Person.
(f) The Corporation hereby covenants and agrees that
in the event of any non-compliance by the Owner with the
covenants , warranties , representations , certifications , and
agreements set out in paragraphs (c) , (d) and (e) above , the
Corporation shall , if so requested by the Trustee and if
provided with an indemnity against costs or other liability,
attempt to cure the non-compliance or to have such non-
compliance cured within a reasonable period of time. If
requested by the Corporation at any time and from time to
time, the Owner agrees to furnish certificates and any other
necessary evidence or information to demonstrate its
compliance with the provisions of this Section 4 . 06 . The
Corporation shall have the right (either directly or by
representative) to audit , inspect and copy the books and
records of the Owner at all reasonable times in order to
monitor such compliance.
r
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(g) The Owner further covenants and represents that it
has not made , paid, or incurred, and will not make, pay, or
incur any expenditures which would cause the interest on the
Bonds to become subject to federal income taxes pursuant to
the provisions of Section 103 (b) of the Code. The Owner
further covenants that it has not taken any action or per-
mitted any action to be taken, and that it will not take any
action or permit any action to be taken, which would result
in a Taxable Event (as hereinafter defined) and that the
Owner has not failed to take and will not fail to take any
action required to prevent the occurrence of a Taxable
Event.
(h) As used herein, a "Taxable Event" shall mean:
(i) the application of the proceeds of the
Bonds in such a manner that the Bonds become
"arbitrage bonds" within the . meaning of Section
103 (c) of the Code , with the result that interest
on the Bonds is or becomes includable in the gross
income of any Bondholder for federal income tax
purposes ; or
(ii) the application of the proceeds of the
Bonds in such a manner, or the occurrence or
non-occurrence of any event within the control of
the Owner, with the result that under the Code the
interest on the Bonds is or becomes includable in
the gross income of any Bondholder for federal
income tax purposes (other than a Bondholder who is
a Substantial User or a Related Person within the
meaning of the Code) ; or
(iii) the violation by the Owner of a covenant,
warranty, representation, certification or agree-
ment contained in this Agreement with the result
that under the Code the interest on the Bonds is or
becomes includable in the gross income of any Bond-
holder for federal income tax purposes (other than
a Bondholder who is a Substantial User or a Related
Person within the meaning of the Code) .
(i) A "Determination" shall be deemed to have occurred
on the first to occur of the following:
(i) on that date when the Owner shall be
advised by the Commissioner or any District
Director of Internal Revenue that, based upon
filings of the Owner or the Corporation or upon any
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TABLE OF CONTENTS
(The Table of Contents is not a part of the Resolution
but is for convenience of reference only)
PAGE
Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Recitals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Resolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
SECTION 1 . APPROVAL OF TRANSACTION. . . . . . . . . . . . . 4
(a) Approval of the Bonds . . . . . . . . . . 4
(b) Approval of the Agreement. . . . . . 4
(c) Requirement as to the Deed
of Trust and Collateral
Assignment. . . . . . . . . . . . . . . . . . . . . 5
(d) Requirement as to
Guarantee Agreement. . . . . . . . . . . . 5
(e) Conditions Precedent to Closing
of the Transaction. . . . . . 5
(f) Approval of Sale of the�Bonds . . 6
(g) Issuance Furthers the Purposes
of the Act. . . . . . . . . . . . . . . . . 6
(h) Incorporation by Reference. . . . . 7
(i) Additional Authorizations to
Officers of the Corporation. . . . 7
(j ) Effective Date of the Bond
Resolution. . . . . . . . . . . . . . . . . . . . . 7
(k) Defined Terms . . . . . . . . . . . . . . . . . . 7
SECTION 2 . DATE, DENOMINATION, NUMBERS , AND
MATURITIES OF THE BONDS. . . . . . . . . . . . . 7
SECTION 3. INTEREST ON THE BONDS. . . . . . . . . . . . . . . 8
SECTION 4 . GENERAL CHARACTERISTICS OF
THE BONDS . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
(a) In General. . . . . . . . . . . . . . . . . 8
(b) Registration Books . . • . . . . 9
(c) Payment to Registered Holder. . . 9
(d) Notation of Prepayment. . . . . . . . . 9
SECTION 5 . FORM OF BOND. . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 6 . PLEDGE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
SECTION 7 . DEBT SERVICE FUND. . . . . . . . . . . . . . . . . . . 22
(a) Establishment of Debt Service
Fund. . 22
(b) Accrued� Interest . . . . . . . . . . . . . . . 22
(c) Installment Loan Payments . . . . . . 22
(d) Redemption. . . . . . . . . . . . . . . . 24
(e) , Payments from Debt Service
Fund. . . . . . . . . . . . . . . . . . . . . 24
(f) Immediately Available Funds . . . . 24
(g) Investment of Funds . . . . . . . . . . . . 24
SECTION 8 . SECURITY FOR FUNDS. . . . . . . . . . . . . . . . . . 25
SECTION 9. THE OWNER' S PAYMENTS . . . . . . . . . . . . . . . . 25
(a) Limitations On Owner' s
Obligation. . . . . . . . . . . . . . . . . . . . . 25
(b) Prepayments . . . . . . . . . . . . . . . . . . . . 26
SECTION 10 . ADDITIONAL PARITY BONDS . . . . . . . . . . . . . 26
(a) Additional Bonds . . . . . . . . . . . . . 26
(b) Amendments to Trust Indenture
Unnecessary. . . . . . . . . . . . . . . . . . . . 28
SECTION 11. SPECIAL COVENANTS. . . . . . . . . . . . . . . . . . . 28
(a) Installment Loan Payments
Pledged to Bonds Only. . . . . . . . . . 28
(b) Non-Encumbrance. . . . . . . . . . . . . . . . 28
(c) Performance by Corporation. . . . . 28
(d) Certain Modifications
Prohibited. . . . . . . . . . . . . . . . . . . . 28
SECTION 12 . THE BONDS ARE SPECIAL OBLIGATIONS. . . 29
SECTION 13 . AMENDMENTS. . . . . . . . . . . . . . . . . . . . . . . . . . 29
(a) Amendment with Consent of
Holders of 75% of the Bonds . . . . 29
(b) Notice of Amendment. . . . . . . . . . . . 30
(c) Consent to Amendment. . . . . . . . . . . 31
(d) Effect of Amendment. . . . . . . . . . . . 31
(e) Consent of Bondholders . . . . . . . . . 31
(f) Ownership of the Bonds . . . . . . . . . 32
(g) Amendments Without Consent. . . . . 32
(h) Special Exception. . . . . . . . . . . . . . 32
SECTION 14 . ESTABLISHMENT OF CONSTRUCTION FUND. . 32
(a) Deposit of Bond Proceeds into
Construction Fund. . . . . . . . . . . . . . 32
(b) Investment of Money in
Construction Fund. . . . . . . . . . . . . . 33
(c) Deposit of Accrued Interest,
Income , and Profits . . . . . . . . . . . . 33
SECTION 15 . PAYMENTS FROM CONSTRUCTION FUND. . . . . 34
(a) Corporation' s Administrative
Overhead Expenses and
Other Costs . . . . . . . . . . . . . . . 34
(b) Reimbursement for and Pay-
ment of Cost of the
Development. . . . . . . . . . . . . . . . . . . . 34
(c) Reliance by Trustee. . . . . . . . . . . . 35
SECTION 16 . SURPLUS CONSTRUCTION FUNDS . . . . . . . . . . 35
(a) Disposition of Surplus
Funds . . . . . . . . . . . . . . . . . . . . 35
(b) Disposition of* Construction
Fund upon Acceleration and
Redemption. . . . . . . . . . . . . . . . . . . . . 36
SECTION 17. DAMAGED, MUTILATED, LOST, STOLEN,
OR DESTROYED BONDS . . . . . . . . . . . . . . . . . . 36
(a) Replacement Bonds . . . . . . . . . . . . . . 36
(b) Application for Substitute
Bonds . . . . . . . . . . . . . . . . . . . . 36
(c) No Default Occurred. . . . . . . . . . 37
(d) Charge for Issuing Substitute
Bonds . . . . . . . . . . . . . . . . . . . 37
(e) Authority for� Issuing
Substitute Bonds . . . . . . . . . . . . . . . 37
SECTION 18 . NO ARBITRAGE. . . . . . . . . . . . . . . . . . . . . . . . 37
SECTION 19 . ADOPTION OF RULES AND REGULATIONS
AS TO LOW AND MODERATE INCOME
LEVELS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
1
EXHIBITS
A Trust Indenture
B Loan Agreement
C Deed of Trust, Assignment of Rents
and Security Agreement
D Collateral Assignment and
Security Agreement
E Guarantee Agreement
F Letter of Representation
G Investment Letter
RESOLUTION AUTHORIZING THE ISSUANCE OF BEAUMONT
HOUSING FINANCE CORPORATION MULTI-FAMILY
HOUSING REVENUE BONDS , SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT) ,
THE EXECUTION OF A TRUST INDENTURE
AND OTHER RELATED DOCUMENTS , AND
ADOPTION OF CERTAIN RULES AND REGULATIONS
WHEREAS, Beaumont Housing Finance Corporation (the
"Corporation") has been duly created and organized pursuant
to and in accordance with the provisions of the Texas
Housing Finance Corporations Act , Article 12691-7 , Vernon' s
Annotated Texas Civil Statutes , as amended (the "Act") ; and
WHEREAS , the Act authorizes the Corporation to issue
revenue bonds for the purposes of providing financing for .
and to loan sufficient funds to any person to defray in
whole or in part the development costs of residential
developments located within the City of Beaumont , Texas (the
"City") , and intended to be occupied substantially (at least
907) by persons of low and moderate income as determined in
Rules and Regulations adopted by the Board of Directors of
the Corporation (the "Board") ; and
WHEREAS , Section 103 (b) (4) (A) of the Internal Revenue
Code of 1954 , as amended (the "Code") , provides that the
interest on fully registered obligations issued by or on
behalf of a state or a political subdivision thereof,
substantially all of the proceeds of which obligations are
to be used to provide projects for residential rental
property, shall be exempt from federal income taxation if at
least 20 percent of the dwelling units in each project are
to be occupied by individuals of low or moderate income ,
within the meaning of Section 103(b) (12) (C) of the Code at
all times during the qualified project period set forth in
Section 103 (b) (12) (B) of the Code; and
WHEREAS, the Board adopted a resolution on February 3 ,
1983 (the "Inducement Resolution") , whereby in accordance
with the provisions of the Act , the Corporation has agreed
to issue its revenue bonds for the purpose of providing
financing for a multi-family residential development (the
"Development") consisting of approximately 138 dwelling
units to be rehabilitated by Virginia Village Venture (the
"Owner") and to be located within the City on the real
estate which was initially described in Exhibit A to the
Inducement Resolution and which is more fully described in
the hereinafter described Loan Agreement; and
WHEREAS , for purposes of financing the Development, the
Corporation now desires to (i) authorize the issuance of its
Multi-Family Housing Revenue Bonds , Series 1983 (Virginia
Village Development) (the "Bonds") , in the maximum aggregate
principal amount of $1 , 600 , 000 , pursuant to the terms and
provisions of a trust indenture, (ii) provide for the sale
of the Bonds to the purchasers described herein, (iii)
provide for the payment of the principal of and premium, if
any, and liquidated damages , if any, and interest on the
Bonds with revenues derived from the loan of proceeds of the
sale of the Bonds (except for any amount representing
accrued interest on the Bonds) to the Owner pursuant to the
terms and provisions of a loan agreement and (iv) take and
authorize certain other actions in connection with the
foregoing; and
WHEREAS , on March 1 , 1983 , after a public hearing as
required by and in compliance with Section 103 (k) of the
Code , the City adopted a written resolution specifically
approving the Development , the Inducement Resolution, this
Resolution, and the issuance of the Bonds ; and
WHEREAS , pursuant 'to the terms of the hereinafter
described Loan Agreement, the Owner has agreed and
covenanted with the Corporation that (i) in accordance with
the Act , at least 90 percent of the dwelling units in the
Development will be occupied at all times by persons of low
and moderate income , as determined in Rules and Regulations
adopted by the Board on behalf of the Corporation, and (ii)
in accordance with the Code , at least 20 percent of the
dwelling units in the Development will be occupied (or held
vacant and available for occupancy) by individuals of low or
moderate income within the meaning of Section 103 (b) (12) (C)
of the Code at all times during the qualified project period
set forth in Section 103 (b) (12) (B) of the Code; and
WHEREAS , by the terms of this resolution the Board has
found and determined under the Act and adopted as a part of*
the Rules and Regulations of the Corporation effective as of
January 1 , 1983 , that for purposes of occupancy of dwelling
units in the Development, a person of low or moderate income
shall be a person whose adjusted gross income, together with
the adjusted gross incomes of all persons who intend to
reside with such person in one dwelling unit , did not exceed
$40 , 000 . 00 for the calendar year 1982; and
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WHEREAS, pursuant to Section 8 of the United States
Housing Act of 1937 , as amended (the "Housing Act") , the
United States of America, acting through the Department of
Housing and Urban Development ("HUD") , has entered into an
Annual Contributions Contract dated as of September 28 ,
1981 , as amended (the "Annual Contributions Contract") with
the Housing Authority of the City of Beaumont, Texas (the
"Authority") , providing for the payment of annual
contributions by HUD to the Authority to be used to pay a
portion of the rent of tenants who are eligible for such
assistance under HUD regulations ; and
WHEREAS , pursuant to the Annual Contributions Contract
the Authority has executed with respect to the Development
an Agreement to Enter into a Housing Assistance Payments
Contract dated as of September 15 , 1982 (the "Section 8
Agreement") , providing for the execution of a Housing
Assistance Payments Contract (the "Section 8 Contract") upon
completion of the Development and its acceptance by HUD; and
WHEREAS, the Board has examined proposed forms of a
trust indenture, a note , a loan agreement , a collateral
assignment and security agreement , a letter of
representation and an investment letter, all comprising a
part of this resolution, and the Board finds the form and
substance of such documents to be satisfactory and that the
recitals and findings contained therein are true, correct
and complete and hereby adopts and incorporates by reference
such recitals and findings as if set forth in full in this
resolution, and finds that it is in the best interest of the
public and the Corporation and will assist in carrying out
the public purpose of the Corporation and the Act to
authorize the execution and delivery of such documents ; and
WHEREAS , the Board has examined the proposed form of a
guarantee agreement pursuant to which C. L. Sherman, Jr. ,
James J. Conway, Jr. , Wayne D. Sherman, Robert G. Quinn, J.
D. Martin III, A. S . Crawford and F. L. Stanley (the
"Guarantors") agree on a proportionate basis to guarantee
payment of the principal of and premium, if any, and
liquidated damages , if any, and interest on the Bonds , and
the Board finds the form and substance of such document to
be satisfactory and that the agreement of the Guarantors as
contained therein constitutes a material inducement to the
Corporation to issue and sell the Bonds and in reliance
thereon, the Board is willing to adopt this resolution and
authorize the actions to be taken hereunder; and
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WHEREAS, the Board has examined the proposed form of a
deed of trust, assignment of rents and security agreement
from the Owner to Donald W. Cioban, as mortgage trustee , for
the benefit of the Corporation, and the Board finds the form
and substance of such document to be satisfactory;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
DIRECTORS OF BEAUMONT HOUSING FINANCE CORPORATION, THAT:
Section 1. APPROVAL OF TRANSACTION.
(a) Approval of the Bonds . The Corporation hereby
authorizes and dire cts t e issuance of the Bonds in the
maximum aggregate principal amount of $1, 600 ,000 , in
accordance with a trust indenture substantially in the form
of the Trust Indenture, dated as of March 1 , 1983 (the
"Trust Indenture") , by and between the Corporation and
InterFirst Bank-Beaumont, as trustee (the "Trustee") ,
attached to this resolution as Exhibit A, the form, terms
and provisions of the Trust Indenture and the Bonds being
hereby authorized and approved, and the President and any
Vice President of the Corporation are hereby severally
authorized and directed to execute and deliver such
Indenture and the Bonds on behalf of the Corporation, and
the Secretary or any Assistant Secretary of the Corporation
is hereby authorized to attest and affix the Corporation' s
seal thereto , with such changes therein as the officers
executing the same may approve, such approval to be conclu-
sively evidenced by such execution thereof.
(b) Approval of the Agreement. The loan of the
proceeds of the sale o t e Bonds (except for any amount
representing accrued interest on the Bonds) by the Corpora-
tion to the Owner in order to provide financing for the
costs of the Development shall be effected pursuant to the
terms and provisions of a loan agreement substantially in
the form of the Loan Agreement dated as of March 1 , 1983
(the "Agreement") , by and between the Corporation and the
Owner, attached to this resolution as Exhibit B , the form,
terms and provisions of the Agreement being hereby
authorized and approved, and the President and any Vice
President of the Corporation are hereby severally authorized
and directed to execute and deliver the Agreement on behalf
of the Corporation, and the Secretary or any Assistant
Secretary of the Corporation is hereby authorized to attest
and affix the Corporation' s seal thereto , with such changes
therein as the officers executing the same may approve, such
approval to be conclusively evidenced by such execution
thereof.
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(c) Requirement as to Deed of Trust and Collateral
Assignment. As a con ition t i.
to e actions aut orze in
this Section, the Owner shall have executed a deed of trust ,
assignment of rents and security agreement substantially in
the form of the Deed of Trust , Assignment of Rents and
Security Agreement dated as of March 1 , 1983 (the "Deed of
Trust") , from the Owner to Donald W. Cioban, as mortgage
trustee , for the benefit of the_ Corporation, attached to
this resolution as Exhibit C, the form, terms and provisions
thereof being hereby authorized and approved.
The assignment of the Corporation' s rights under the
Deed of Trust and the Note (as defined therein) to the
Trustee for the benefit of the holders of the Bonds , shall
be effected pursuant to the terms and provisions of a
collateral assignment and security agreement substantially
in the form of the Collateral Assignment and Security
Agreement dated as of March 1 , 1983 (the "Collateral
Assignment") , from the Corporation to the Trustee , and
attached to this Resolution as Exhibit D, the form, terms
and provisions of the Collateral Assignment being hereby
authorized and approved, and the President and any Vice
President of the Corporation are hereby severally authorized
and directed to execute and deliver the Collateral
Assignment on behalf of the Corporation, and the Secretary
or any Assistant Secretary is hereby authorized to attest
and affix the Corporation' s seal thereto , with such changes
therein as the officers executing the same may approve, such
approval to be conclusively evidenced by such execution
thereof.
(d) Requirement as to Guarantee Agreement. As a
condition to the actions authorized in this Section, the
Guarantors shall have executed a guarantee agreement
substantially in the form of the Guarantee Agreement dated
as of March 1 , 1983 (the "Guarantee") , from the Guarantors
to the Trustee , attached hereto as Exhibit E, the form,
terms and provisions of the Guarantee being hereby
authorized and approved.
(e) Conditions Precedent to Closing of the Transaction.
The actions and obligations authorized in this Section shall
be subject to and conditioned upon the receipt by the
Corporation at the Closing Date (as hereinafter defined) of
(i) a letter of representation from the Owner and the
Guarantors , duly authorized and executed by the Owner and
the Guarantors , substantially in the form of the Letter of
Representation, dated the Closing Date (the "Letter of
Representation") and attached to this resolution as Exhibit
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F, the form, terms and provisions of the Letter of
Representation being hereby authorized and approved and the
President and any Vice President of the Corporation are
hereby severally authorized to signify the Corporation' s
acceptance and confirmation of such Letter of Representation
by executing the same on behalf of the Corporation in
multiple counterparts ; (ii) an investment letter, duly
authorized and executed by the Purchasers (as hereinafter
defined) , substantially in the form of the Investment
Letter, dated the Closing Date (the "Investment Letter") and
attached to this resolution as Exhibit G, the form, terms
and provisions of such Investment Letter being hereby
authorized and approved; (iii) the purchase price for the
Bonds ; and (iv) such opinions , evidences , certificates ,
instruments or other documents as shall be requested by the.
Corporation' s Counsel or by Bond Counsel, to evidence due
performance or satisfaction by the Owner at or prior to such
time of all agreements then to be performed and all
conditions then to be satisfied by it.
(f) Approval of Sale of the Bonds . The sale and
delivery of the Bonds by the Corporation to the following
named purchasers (collectively the "Purchasers") is hereby
approved and authorized at the par value thereof plus
accrued interest from the date of the Bonds until the date
of delivery and payment for the Bonds (the "Closing Date") :
PURCHASER PRINCIPAL AMOUNT
InterFirst Bank-Beaumont $ 500 , 000
Allied Bank Beaumont 500 , 000
First City National Bank of
Beaumont 175 , 000
Texas Commerce Bank-Beaumont ,
N.A. 175 , 000
Parkdale Bank 150 , 000
Texas Bank of Beaumont , Texas 100 , 000
(g) Issuance Furthers the Purposes of the Act. The
Board of Directors of the Corporation hereby Inds ,
determines , recites and declares that the issuance of the
Bonds on the terms and conditions set out in this resolution
so as to provide financing for the Development is in
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furtherance of and will promote the public purposes set
forth in Section 3 of the Act, including without limitation
assisting persons of low and moderate income to obtain
decent , safe and sanitary housing at rentals they can
afford.
(h) Incorporation by Reference. All of the terms and
provisions of trie ocuments attached as Exhibits A through G
to this resolution shall be and the same are hereby made a
part of this resolution.
(i) Additional Authorizations to Officers of the Cor o-
ration. The officers , employees and agents ot the
Corporation, and each of them, shall be and each is
expressly authorized, empowered and directed from time to
time and at any time to do and perform all acts and things
and to execute , acknowledge and deliver in the name and
under the corporate seal and on behalf of the Corporation
all certificates , financing statements , instruments and
other papers , whether or not herein mentioned, as they may
determine to be necessary or desirable in order to carry out
the terms and provisions of this resolution and of the Bonds
to be issued hereunder, as well as the terms and provisions
of the Agreement, the Trust Indenture, the Note, the Deed of
Trust , the Letter of Representation, the Collateral
Assignment and the Guarantee hereby authorized and approved,
such determination to be conclusively evidenced by the
performance of such acts and things and the execution of any
such certificate , financing statement , instrument or other
paper.
(j ) Effective Date of the Bond Resolution. This
resolution shall take effect and be in full force and effect
upon and after its passage.
(k) Defined Terms . Unless otherwise indicated, all
capitalized terms used herein shall have the meanings set
forth in (i) this resolution and (ii) the documents which
are incorporated herein pursuant to (h) above . This
resolution is sometimes herein referred to as the "Bond
Resolution" .
Section 2 . DATE, DENOMINATION, NUMBERS , AND MATURITIES
OF THE BONDS. The Bonds initial y authorized hereby shall
be dated March 1 , 1983 , shall be issued and delivered in the
form of fully registered bonds , without coupons , payable in
installments to the registered holders thereof, or
registered assigns , all in the manner hereinafter provided,
with the Bonds to be initially payable to the Purchasers in
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monthly installments on the dates and in the amounts as set
forth in Section 5 hereof and to be numbered and issued as
follows :
NUMBER OWNER DENOMINATION
R-001 InterFirst Bank-Beaumont $ 500 , 000
R=002 Allied Bank Beaumont 500 , 000
R-003 First City National Bank
of Beaumont 1752000
R-004 Texas Commerce Bank-Beaumont,
N.A. 175 , 000
R-005 Parkdale Bank 150 , 000
R-006 Texas Bank of Beaumont , Texas 100 , 000
Section 3 . INTEREST ON THE BONDS. The Bonds initially
authorized hereby shall bear interest on the unpaid balance
of the principal amount thereof from March 1 , 1983 , to the
scheduled due date or to the date - of prepayment or
redemption of the principal installments of the Bonds prior
to the scheduled due date , at a per annum rate equal to the
Bond Interest Rate (as defined in Section 5 hereof) . The
interest shall be payable on the dates and in the manner
provided in Section 5 .
Section 4 . GENERAL CHARACTERISTICS OF THE BONDS.
(a) In General. The Bonds initially authorized hereby
shall be issued, s all be payable , may or shall be prepaid
or redeemed prior to the scheduled principal installment
payment dates , may be transferred and assigned, shall have
the characteristics , and shall be signed, executed and
sealed, all as provided and in the manner indicated in
Section 5 . After the Bonds have been authorized to be
issued by the Board but prior to the delivery of the Bonds ,
the Trustee shall authenticate the Bonds by executing the
Trustee ' s Certificate of Authentication appearing on the
Bonds as provided in Section 5 . In addition, on the date of
delivery of the Bonds to the initial purchasers thereof, the
Trustee shall fill in the date of delivery of the Bonds in
the Delivery Certificate appearing on the Bonds as provided
in Section 5 .
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(b) Re istration Books . The Corporation shall keep or
cause to be kept at t e principal corporate trust office of
the Trustee books for the registration and transfer of Bonds
(the "Bond Registration Books") and the Corporation hereby
appoints the Trustee as its registrar and transfer agent
(the "Registrar") to keep such books and make such
registrations and transfers under reasonable regulations as
the Corporation or the Registrar may prescribe; and the
Registrar will register or transfer- as herein provided any
Bonds upon presentation thereof at such office . The
Corporation, the Owner and each Bondholder shall have the
right to inspect the Bond Registration Books during the
normal business hours of the Trustee.
Registration of the Bonds and ownership thereof may be
transferred only on the Bond Registration Books upon
surrender of the Bond by the registered holder in person or
by his duly authorized attorney, by proper written
instrument of transfer, in the form and with guaranty of
signatures satisfactory to the Registrar, duly executed by
such holder or attorney. Upon such surrender for transfer
of registration, the Registrar shall make notation DE such
transfer on the Bonds in the Assignment section appearing
thereon and in the Bond Registration Books . Such transfers
of registration shall be made without charge to the holder
of such Bonds , but any taxes or other governmental charges
required to be paid with respect to the same shall be paid
by the Bondholder requesting such transfer of registration,
as a condition precedent to the exercise of such privilege.
(c) Payment to Registered Holder. The person in whose
name any Bond shall be registered on the Bond Registration
Books may be deemed and treated as the absolute holder
thereof for all purposes of this Bond Resolution and the
Trust Indenture whether or not such Bond shall be overdue,
and the Corporation, the Trustee , and the Owner shall not be
affected by any notice to the contrary; and payment of, or
on account of, the principal of, premium, if any, agreed
liquidated damages , if any, and interest on any such Bond
shall be made only to such registered holder thereof; but
such registration may be changed as provided herein. All
such payments shall be valid and effectual to satisfy and
discharge the liability upon such Bond to the extent of the
sum or sums so paid.
(d) Notation of Prepayment. The Corporation hereby
appoints the Trustee as the Paying Agent for the Bonds .
Upon the prepayment or partial redemption of any Bond, the
Trustee , as Registrar and Paying Agent , shall note in the
J
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Prepayment Record appearing on such Bond the amount of such
prepayment or redemption, the date said payment was made and
the remaining unpaid principal balance of said Bond and
shall then have said entry signed by an authorized official
of the Trustee. The Trustee shall also record such
information in the Bond Registration Books , and the Trustee
shall also record in the Bond Registration Books all
payments of principal installments on the Bonds when made on
their respective due dates .
Section 5 . FORM OF BOND. The form of Bond, together
with the forms of the various certificates and forms to
appear on the Bonds , shall be substantially as follows , with
necessary and appropriate variations , omissions , and
insertions as permitted or required by this Bond Resolution:
f
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FORM OF BOND
NO. $
UNITED STATES OF AMERICA
STATE OF TEXAS
BEAUMONT HOUSING FINANCE CORPORATION
MULTI-FAMILY HOUSING REVENUE BONDS ,
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
BEAUMONT HOUSING FINANCE CORPORATION (the
"Corporation") , being duly created and organized as a
housing finance corporation under the Texas Housing Finance
Corporations Act , Article 12691-7 , Vernon' s Annotated Texas
Civil Statutes , as amended (the "Act") , and acting on behalf
of the City of Beaumont , Texas , hereby promises to pay to
, or its registered
assigns , the aggregate principal amount of
DOLLARS.
THIS BOND AND THE SERIES OF BONDS OF WHICH IT IS A PART
HAVE BEEN ISSUED UNDER AND PURSUANT TO THE ACT, AND DO NOT
CONSTITUTE AN INDEBTEDNESS OR OBLIGATION (LEGAL, GENERAL,
SPECIAL, MORAL OR OTHERWISE) OF THE CITY OF BEAUMONT (OR ANY
OTHER CITY, COUNTY, OR OTHER MUNICIPAL OR POLITICAL
CORPORATION OR SUBDIVISION OF THE STATE OF TEXAS) OR OF THE
STATE OF TEXAS , OR A LOAN OF CREDIT OF ANY OF THEM, WITHIN
THE MEANING OF ANY CONSTITUTIONAL OR STATUTORY PROVISIONS.
THIS BOND SHALL BE PAYABLE (i) in principal install-
ments on the first day of each month in the 180-month period
(the "Principal Payment Period") in the amounts shown below
commencing on April 1 , 1983 and (ii) with interest thereon,
from March 1 , 1983 , on the balance of said principal amount
from time to time remaining unpaid, at a per annum rate
equal to the Bond Interest Rate (as hereinafter defined) ,
and at the maximum lawful per annum rate on overdue princi-
pal and, to the extent legally permissible, on overdue
interest, with interest being payable on said unpaid princi-
pal balance during the period from March 1 , 1983 , until this
Bond is fully paid, on the first day of each month commenc-
ing April 1 , 1983 , in the amounts shown below (or in such
other amounts as may be payable after any adjustment to the
Bond Interest Rate as hereinafter provided) :
t
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THE TERM "BOND INTEREST RATE" shall mean the rate of
11% per annum, computed on a 365-366 day basis , as adjusted
pursuant to the provisions of the next following sentence.
Notwithstanding the foregoing, if at any time the Bond
Interest Rate exceeds the maximum net interest cost which
will produce a net effective interest rate in excess of 15%
per annum or such other maximum per annum rate as set out in
Article 717k-2 , Vernon' s Annotated Texas Civil Statutes , as
amended, then the Bond Interest Rate shall not exceed 15%
per annum or such other maximum set out in such Article.
THE PRINCIPAL of and interest on this Bond shall be
payable in lawful money of the United States of America,
without exchange or collection charges . Payment of
principal and interest , shall be made to the registered
owner by check or draft mailed by InterFirst Bank-Beaumont
(the "Trustee" , "Paying Agent" , and "Registrar" for this
Bond) or its successor appointed under the Trust Indenture
(hereinafter defined) , to the registered holder at its
address as it appears on the Bond Registration Books kept by
the Trustee; provided that in the alternative such payment
may be made by any other method requested in writing by the
registered holder, subject to the approval of the Trustee.
The final payment of principal on this Bond shall be paid
only upon surrender of this Bond to the Trustee for
cancellation. Any prepayment or redemption of any principal
installments of this Bond shall be made only upon
presentation of this Bond to the Trustee , who shall make
notation of such prepayment or redemption in the Prepayment
Record endorsed hereon.
THIS BOND is one of a series of Bonds dated as of
March 1 , 1983 , authorized and issued in the aggregate
principal amount of $1 , 600 , 000 pursuant to a resolution
adopted by the Board of Directors of the Corporation (the
"Bond Resolution") on behalf of the City of Beaumont , Texas ,
all issued or to be issued under a trust indenture , dated as
of March 1 , 1983 (the "Trust Indenture") , between the
Corporation and the Trustee , pursuant to and in full
conformity with the Constitution and the laws of the State
of Texas . The Bonds are issued in order to provide funds
for the Corporation to lend to Virginia Village Venture, a
Texas Joint Venture (the "Owner") , in order to finance the
development costs of Virginia Village Development (together
with the Owner' s interest in the site thereof, the
"Development") . Payment of the principal of, and premium,
if any, and liquidated damages , if any, and interest on this
Bond has been unconditionally guaranteed on a proportionate
basis by C. L. Sherman, Jr. , James J. Conway, Jr. , Wayne D.
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Sherman, Robert G. Quinn, J. D. Martin III, A. S . Crawford,
and F. L. Stanley (the "Guarantors") , pursuant to a
guarantee agreement dated as of March 1, 1983 , between the
Trustee and the Guarantors (the "Guarantee") . The proceeds
of the sale \of the Bonds will be loaned to the Owner on a
limited recourse basis pursuant to a loan agreement, dated
as of March 1 , 1983 (the "Agreement") , between the
Corporation and the Owner, and the Owner' s obligations under
the Agreement will be further evidenced by the Owner' s
execution and issuance of a limited recourse note (the
"Note") which will be in an amount equal to the aggregate
principal amount of the Bonds and which will constitute a
renewal, extension and settlement of the Owner' s liability
under two promissory note acquired by the Corporation
incident to issuance of the Bonds . Contemporaneously with
the execution of the Agreement , the Owner executed a deed of
trust , assignment of rents , and security agreement dated as
of March 1 , 1983 (the "Deed of Trust") , pursuant to which
the Owner bargained, sold, granted, conveyed, transferred,
mortgaged, pledged and assigned to Donald W. Cioban, as
mortgage trustee , for the use and benefit of the
Corporation, and further granted to the Corporation a
security interest in, the Development and certain other
properties , in order to secure the payment of the
Installment Loan Payments (as defined in the Agreement) and
the Note, according to their tenor and effect, and certain
other indebtedness of the Owner , and the performance and
observance by the Owner of all of the covenants expressed or
implied in the Deed of Trust , the Agreement, and the Note;
and the Corporation executed a collateral assignment and
security agreement dated as of March 1 , 1983 (the
"Collateral Assignment") , pursuant to which the Corporation
conveyed, assigned, transferred and delivered and granted a
security interest to the Trustee in the Note and all rights ,
titles , interests , liens , privileges , claims , demands and
equities existing and to exist in connection with or as
security for payment of the Note , including its rights ,
titles and interests arising under the Deed of Trust , in
order to secure payment of the Bonds according to their
tenor and effect and the performance by the Corporation of
all the covenants expressed or implied herein and in the
Trust Indenture and the Collateral Assignment.
ON ANY DATE, the unpaid principal installments of this
Bond are subject to optional prepayment or redemption and
may be prepaid or redeemed prior to their scheduled due
dates , by the Trustee, at the option of the Corporation,
upon written notice of the exercise of the option to prepay
or redeem delivered to the Trustee by the Corporation not
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later than the 45th day prior to the date of prepayment or
redemption. Such unpaid principal installments may be so
prepaid or redeemed as a whole on any date, or in part on
any interest payment date (and, if in part, such installment
shall be prepaid or redeemed in inverse chronological order
of their scheduled due dates , and in amounts not less than
all of an unpaid principal installment) , for the principal
amount thereof and accrued interest thereon to the date of
prepayment or redemption but without any premium.
PROMPTLY AFTER ANY DATE ON WHICH the unpaid principal
installments of this Bond are subject to mandatory
prepayment or redemption as a whole as a result of
occurrence of a Taxable Event and a Final Determination of
Taxability, all such installments shall be prepaid or
redeemed prior to their scheduled due dates by the Trustee,
with funds which shall be furnished by the Corporation, on
the earliest practicable date , and in all events within
sixty days , following the latter of such occurrences as
provided for in the Agreement. The prepayment or redemption
price in such event shall be equal to the unpaid principal
amount of this Bond so prepaid or redeemed, plus accrued
interest to the date of prepayment or redemption, plus an
additional amount (the "Redemption Premium") calculated by
multiplying an amount equal to 1% the unpaid principal
amount of this Bond by the number of complete 3-month
periods elapsed between the date of the Taxable Event and
the actual prepayment or redemption date , with such
additional amount being payable on the prepayment or
redemption date and with such additional amount being the
agreed liquidated damages (for loss of a bargain and not as
a penalty) which the holder of this Bond will be due as a
result of the loss of the tax exempt status of the interest
on this Bond. Such prepayment or redemption price shall
constitute the entire amount due with respect to this Bond
as a result of the occurrence of a Taxable Event and a Final
Determination of Taxability.
In the event this Bond has been paid prior to a Final
Determination of Taxability, or in the event that notice of
prepayment or redemption is given prior to a Final
Determination of Taxability, the registered holder of this
Bond at the time it is paid shall additionally be entitled
to receive the Redemption Premium calculated using the date
this Bond is paid in lieu of the actual prepayment or
redemption date.
ON ANY DATE but only with and to the extent of any
surplus funds remaining in the Construction Fund after the
r
-14-
completion of the Development as provided and required by
Section 16 of the Bond Resolution, the unpaid principal
installments of this Bond shall be prepaid or redeemed prior
to the scheduled due dates by the Trustee, in inverse
chronological order of their scheduled due dates (in the
denominations of $1, 000 or any integral multiple thereof or
in amounts not less than all of an unpaid principal
installment) , at a prepayment or redemption price equal to
the principal amount thereof to be prepaid or redeemed plus
accrued interest thereon to the date of prepayment or
redemption, and without premium.
THE AGREEMENT recites and it is hereby provided that
any provision for any payment of this Bond contained herein
or in the Agreement shall be held to be subject to reduction
to the amount allowed under the usury laws and the public
securities laws of the State of Texas as now or hereafter
construed by the courts having jurisdiction, and it is
agreed by the Corporation and the holder of this Bond that
in no event shall usury or any amount in excess of the
maximum allowed under such public securities laws be paid or
collected with respect to this Bond (whether as or in the
form of liquidated damages or otherwise) .
AT LEAST 7 DAYS PRIOR to the date fixed for any
prepayment or redemption of the unpaid principal
installments of this Bond, the Trustee shall cause a written
notice of such redemption to be mailed to the registered
holder of this Bond addressed to such holder at the address
appearing on the Bond Registration Books . By the date fixed
for any such prepayment or redemption, due provision shall
be made by the Corporation with the Trustee and the Paying
Agent for the payment of the principal amount of this Bond
which is to be prepaid or redeemed, plus accrued interest
thereon to the date fixed for prepayment or redemption, plus
any required prepayment or redemption premium, and any other
amounts due to the holder of this Bond. If such written
notice of prepayment or redemption is given and if due
provision for payment of the redemption price is made , all
as provided above, the unpaid principal installments of this
Bond which are to be prepaid or redeemed, thereby
automatically shall be deemed to have been prepaid or
redeemed prior to their scheduled due dates , and they shall
not bear interest after the date fixed for prepayment or
redemption, and they shall not be regarded as being
outstanding except for the right of the holder hereof to
receive the redemption price from the Paying Agent out of
the funds provided for such payment. Upon presentation of
this Bond to the Paying Agent , such unpaid principal
r
-15-
installments which are to be prepaid or redeemed shall be
paid at the redemption price. Except as .set forth above,
this Bond is not subject to prepayment or redemption prior
to maturity.
IF THE DATE for the payment of the principal of or
interest on this Bond shall be a Saturday, Sunday, a legal
holiday, or a day on which banking institutions in the city
where the Paying Agent is located are authorized by law or
executive order to close , then the date for such payment
shall be the next succeeding day which is not a Saturday,
Sunday, legal holiday, or day on which banking institutions
are authorized to close; and payment on such date shall have
the same force and effect as if made on the original date of
payment.
IT IS HEREBY CERTIFIED AND COVENANTED that this Bond
has been duly and validly authorized, issued, and delivered;
that all acts , conditions , and things required or proper to
be performed, exist , and be done precedent to or in the
authorization, issuance , and delivery of this Bond have been
performed, existed, and been done in accordance with law;
that this Bond is a special revenue obligation of the
Corporation, and that the principal of and interest on this
Bond are payable from and secured by a first lien on and
pledge of the payments designated as "Installment Loan
Payments" to be made or paid, or caused to be made or paid,
to the Trustee , pursuant to the Bond Resolution, the Trust
Indenture and the Agreement. The Owner, which is a joint
venture organized and existing under the laws of the State
of Texas , is obligated on a limited recourse basis as
provided in the Agreement , to make or pay or cause to be
made or paid, without set-off, recoupment, or counterclaim,
to the Trustee each such "Installment Loan Payment" for
deposit into the Debt Service Fund created for the benefit
of the Bonds by the Bond Resolution, in aggregate amounts
sufficient to pay and redeem, and provide for the payment
and redemption of, the principal of and interest on this
Bond, and to pay all other amounts required by the
Agreement, the Bond Resolution, and the Trust Indenture when
due, subject to and as required by the provisions of the
Agreement , the Bond Resolution, and the Trust Indenture.
THIS BOND is secured by the Trust Indenture whereunder
the Installment Loan Payments are pledged as collateral and
the Trustee is custodian of the Debt Service Fund and the
Construction Fund, and is obligated to enforce the rights of
the holder of this Bond and to perform other duties in the
manner and under the conditions stated in the Trust
t
-16-
Indenture. In case an "Event of Default" , as defined in the
Trust Indenture , shall occur , the unpaid principal
installments of this Bond may be declared to be due and
payable immediately upon the conditions and in the manner
provided in the Trust Indenture. This Bond is additionally
secured by the Collateral Assignment of the Corporation' s
rights with respect to the Note and the Deed of Trust.
Reference is hereby made to the Bond Resolution, the Trust
Indenture, the Deed of Trust, the Agreement and the
Collateral Assignment for additional provisions with respect
to the nature and extent of the security, the rights ,
duties , and obligations of the Owner, the Corporation, the
Trustee , and the holder of this Bond, the terms upon which
this Bond is issued and secured, and the modification of any
of the foregoing.
THE CORPORATION has reserved the right , subject to the
restrictions stated in the Bond Resolution and with the
consent of the holders of at least 75% in aggregate
principal amount of the Bonds and any Additional Bonds then
outstanding (as hereinafter defined) , to issue additional
parity revenue bonds ("Additional Bonds") which, when issued
and delivered, shall be payable from the Debt Service Fund,
and shall be payable from and secured by a first lien on the
pledge of "Installment Loan Payments" pursuant to the
Agreement and entitled to the benefits of and secured by the
Trust Indenture, the Collateral Assignment and the Deed of
Trust in the same manner and to the same extent as , and
shall be on a parity with, this Bond and all then
outstanding Additional Bonds .
THE CORPORATION also has reserved the right to amend
the Bond Resolution and the Trust Indenture, as provided
therein; and under some (but not all) circumstances
amendments thereto must be approved by the holders of 75% in
aggregate principal amount of the Bonds then outstanding and
any Additional Bonds then outstanding.
THE BONDS AND any coupons appertaining thereto have
been issued under and pursuant to the Act , and are limited
obligations of the Corporation and shall be payable solely
out of the revenues derived from or in connection with the
Agreement , including all sums deposited from time to time
pursuant to the Agreement , the Trust Indenture and the Note
in the Debt Service Fund established under the Trust
Indenture , and in certain events out of amounts attributable
to Bond proceeds or amounts secured through exercise of the
remedies provided in the Trust Indenture, or in the Deed of
Trust, or in the Collateral Assignment upon occurrence of an
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event of default thereunder, and do not constitute an
indebtedness or obligation (legal, general , special , moral
or otherwise) of the City of Beaumont (or any other city,
county or other municipal or political corporation or
subdivision of the State of Texas) or of the State of Texas ,
or a loan of credit of any of them, within the meaning of
any constitutional or statutory provisions . Neither the
State of Texas nor the City of Beaumont nor any political
corporation, subdivision or agency of the State of Texas
shall be obligated to pay the principal of or premium, if
any, or liquidated damages , if any, or interest on the Bonds
and neither the faith and credit nor the taxing power of the
State of Texas , the City of Beaumont , or any other political
corporation, subdivision or agency of the State of Texas is
pledged to the payment of the principal of or interest on
the Bonds . No recourse under this Bond shall be had against
any past , present or future officer, director, agent , or
representative of the Corporation or of the City of
Beaumont. The Bonds shall never be paid in whole or in part
out of any funds raised or to be raised by taxation or out
of any other revenues of the Corporation, the City of
Beaumont , or the State of Texas except those revenues
pledged by the Trust Indenture.
THIS BOND may be assigned and shall be transferred only
on the Bond Registration Books of the Corporation kept by
the Trustee , as Registrar, upon the terms and conditions set
forth in the Bond Resolution, the Trust Indenture and the
Assignment provisions endorsed hereon. Such transfers shall
be without expense to the holder hereof, but any taxes or
other governmental charges required to be paid with respect
to the same shall be paid by the holder requesting such
transfer as a condition precedent to the exercise of such
privilege. The registered holder of this Bond may be deemed
and treated by the Corporation, the Trustee, and the Owner,
as the absolute owner and holder thereof for all purposes ,
including payment and discharge of liability upon such Bond
to the extent of such payment , and the Corporation, the
Trustee , and the Owner shall not be affected by any notice
to the contrary.
THIS BOND shall not be valid or become obligatory for
any purpose or be entitled to any security or benefit under
the Trust Indenture until the Trustee ' s Certificate of
Authentication hereon shall have been signed by the Trustee
and the Delivery Certificate hereon shall have been
completed.
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IN WITNESS WHEREOF, this Bond has been signed with the
manual or facsimile signatures of the President or any Vice
President and the Secretary of the Corporation, and the
official seal of the Corporation affixed on this Bond.
BEAUMONT HOUSING FINANCE
ATTEST: CORPORATION
By:
Secretary Vice President
(CORPORATE SEAL)
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FORM OF TRUSTEE' S CERTIFICATE OF AUTHENTICATION
TRUSTEE' S CERTIFICATE OF AUTHENTICATION
This Bond is the Bond initially issued under the pro-
visions of the within mentioned Agreement, Bond Resolution,
and Trust Indenture.
INTERFIRST BANK-BEAUMONT
By:
Its : Authorized Officer
TRUSTEE
FORM OF ASSIGNMENT
ASSIGNMENT-
FOR VALUE RECEIVED, the registered owner and holder of
this Bond last listed below sells , assigns , and transfers
the within Bond to the Assignee last listed below, and
hereby authorizes the transfer of this Bond on the Bond
Registration Books of the Trustee. Such assignment shall
not be effective until such Assignee presents this Bond to
the Trustee for verification of such assignment and gives
the Trustee its address to which payments shall be made and
the Trustee makes notation of such Assignment below.
DATE OF REGISTERED SIGNATURE
ASSIGNMENT OWNER/HOLDER ASSIGNEE OF REGISTRAR
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FORM OF DELIVERY CERTIFICATE
DELIVERY CERTIFICATE
THIS BOND was delivered to and paid for by the
purchaser hereon on
FORM OF PREPAYMENT RECORD
PREPAYMENT RECORD
Principal Name & Title Signature
Date Prepayment Remaining of Authorized of
of or Principal Officer Authorized
Pmt. Redemption Balance Making Entry Officer
-21-
Section 6. PLEDGE. The Bonds and the interest thereon
are and shall be payaETe from and secured by a first lien on
and pledge of the payments designated as Installment Loan
Payments to be made or paid, or caused to be made or paid,
to the Trustee by the Owner, pursuant and subject to the
terms and provisions of this Bond Resolution, the Trust
Indenture, and the Agreement; and such Installment Loan Pay-
ments are further pledged irrevocably to the establishment
and maintenance of the Debt Service Fund -hereinafter
created. The Bonds are additionally secured as provided in
the Collateral Assignment.
Section 7 . DEBT SERVICE FUND.
(a) Establishment of Debt Service Fund. A separate
and special trust fund to be designated and known as the
"Debt Service Fund" shall be established by the Corporation
with the Trustee for the benefit of the holders of the Bonds
pursuant to the Agreement and the Trust Indenture , and
maintained as provided in this Bond Resolution and the Trust
Indenture, as long as any of the Bonds , or interest thereon,
is outstanding and unpaid.
(b) Accrued Interest. Immediately after the delivery
of the Bon s to the initial purchasers thereof, all accrued
interest , if any, received from the proceeds from the sale
and delivery of the Bonds , shall be transferred by the
Trustee into the Debt Service Fund.
(c) Installment Loan Payments . Pursuant to the
Agreement and the Trust Indenture, the Owner shall make or
pay, or cause to be made or paid, to the Trustee, which
shall deposit into the Debt Service Fund, Installment Loan
Payments as follows :
(1) On or before each interest payment date as
provided in Section 5 hereof, an amount which,
together with any other amounts then on deposit
therein and available for such purposes , will be
sufficient to pay the interest coming due on the
Bonds on each interest payment date; and
(2) On or before each principal payment date as
provided in Section 5 hereof, an amount which,
together with any other amounts then on deposit
therein and available for such purpose, will be
sufficient to pay the principal of the Bonds
scheduled to be paid on each principal payment
date; and
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(3) On or before any optional or mandatory prepayment
or redemption date as permitted or required in
Section 5 hereof, an amount which, together with
any other amounts then on deposit and available
for such purpose, will be sufficient to pay the
prepayment or redemption price (including any
agreed liquidated damages) specified therein; and
(4) Promptly after the occurrence of a Taxable Event
and a Final Determination of Taxability, the
additional amount required to pay the agreed
liquidated damages to the holders of the Bonds for
any installments of principal which were unpaid on
the date of any Taxable Event, but which were paid
or redeemed prior to the prepayment or redemption
of all unpaid principal installments after a Final
Determination of Taxability, all as provided in
Section 5 hereof; and
(5) On any date on which the Bonds are declared to be
immediately due and payable pursuant to the Trust
Indenture, an amount which, together with any
other amounts then on deposit and available for
such purpose , will be sufficient to pay the
principal of all Bonds then outstanding and the
interest accrued thereon to such date and
Redemption Premium, liquidated damages , if
applicable , and the reasonable fees and expenses
(including attorneys ' fees) of the Trustee in
enforcing the Agreement; and
(6) Promptly ' after receipt of each statement and
request for payment , an amount equal to the
charges of the Trustee for performing the duties
of Trustee and Registrar , and the charges of the
Paying Agent for the Bonds , as designated in
Section 5 hereof, for paying or redeeming
principal installments of the Bonds , and paying
the interest thereon.
In the event the Owner should fail to make , or cause to be
made, any of the required Installment Loan Payments set
forth in this Section, each such required payment shall
continue as an obligation of the Owner until fully paid, and
the Owner agrees to pay the same to the Trustee, for the
benefit of the holders of the Bonds , with interest thereon,
to the extent legally permissible, at the rate of 157 per
annum, from the date any such payment was due until payment
thereof.
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(d) Redemption. The Bonds initially authorized
hereby shall be subject to redemption, and may or shall be
redeemed, as specified in Section 5 hereof.
(e) Payments from Debt Service Fund. Except as
otherwise specifically provided in this Bond Resolution or
the Trust Indenture, the Debt Service Fund shall be used by
the Trustee only to pay the principal of, prepayment or
redemption premium, if any, agreed liquidated damages , if
any, and interest on the Bonds , when due, and the charges of
the Trustee , Registrar, and Paying Agent; and the Trustee
shall make available to the Paying Agent , out of the Debt
Service Fund, the amounts required to pay or redeem the
principal of and interest on the Bonds when due, and the
Trustee shall make all other payments as required by this
Initial Bond Resolution and the Trust Indenture.
(f) Immediately Available Funds . The Owner shall make
all Insta went Loan Payments in funds that will be
immediately available and allow the Paying Agent to pay, in
lawful money of the United States of America, the principal ,
interest , and other amounts with respect to the Bonds , when
due.
(g) Investment of Funds . Any money held as part of
the Debt Service Fund shall e invested or reinvested by the
Trustee , upon the written direction of the Approving Officer
in any obligations of the United States Government or its
agencies or in certificates of deposit of banks approved by
the Trustee , including certificates of deposit of the
Trustee . The Trustee shall make no investments except as
specifically directed by the Approving Officer. The
investments of the Debt Service Fund shall be deemed to be a
part of such Fund, and, for the purpose of determining the
amount of money in such Fund, such investments shall be
valued at their cost or market value, whichever is lower.
The income and profits , including realized discount on
obligations purchased, received from such investments shall
be deposited in or credited to the Debt Service Fund, and
any losses on investments thereon shall be charged against
the Debt Service Fund. If at any time it shall become
necessary that some or all of the investments made with the
moneys from the Debt Service Fund be redeemed or sold to
raise moneys necessary to comply with the provisions of this
Bond Resolution or the Trust Indenture, the Trustee shall,
without further authorization, effect such redemption or
sale, employing, in the case of a sale, any commercially
reasonable method of effecting the same. The Trustee shall
not be liable or responsible for any loss resulting from any
1
-24-
such investment or resulting from the redemption or sale of
any such investment as herein authorized, except that the
Trustee shall be liable for (1) any loss resulting from its
willful or negligent failure, within a reasonable time after
receiving the written direction from the Approving Officer,
to make, redeem, or sell any investment in the manner
provided for herein, and (2) except for any redemption or
sale made pursuant to the next preceding sentence of this
paragraph, for any loss resulting from the making,
redeeming, or selling of any investment which was not
authorized by written direction of the Approving Officer.
If the Trustee is unable, after reasonable effort and within
a reasonable time, to make, redeem, or sell any such
investment , it shall so notify in writing the Approving
Officer and thereafter the Trustee shall be relieved of all
responsibility with respect thereto. In the event of any
such loss , the Owner shall make additional deposits to
restore same if and to the extent required to enable the
Trustee to make all payments required to be made from the
Debt Service Fund, and such additional deposits shall
constitute additional amounts of "Installment Loan
Payments" .
Section S . SECURITY FOR FUNDS . All uninvested money
in all Funds established pursuant to this Bond Resolution
(including the Debt Service Fund and the Construction Fund)
shall be secured by the Trustee in such manner and to the
extent as may be directed by the Approving Officer and
approved by the Trustee.
Section 9 . THE OWNER' S PAYMENTS.
(a) Limitations on Owner' s Obligation. The Owner has
covenanted in the Agreement and the Trust Indenture, and, by
the approval of this Bond Resolution, the Owner further has
obligated itself and agreed on a limited recourse basis ,
regardless of and notwithstanding any provisions of the
Agreement (other than Sections 6 . 01 and 6 . 02 thereof
relating to merger, consolidation, transfer of assets , and
assignment) and regardless of the provisions of any other
agreement or contract to the contrary, to make or pay or
cause to be made or paid, without set-off, recoupment, or
counterclaim but on a limited recourse basis only, the
Installment Loan Payments to the Trustee in the amounts
required by Section 7 (c) of this Bond Resolution to be made
into the Debt Service Fund, and to make such payments on or
before the dates specified in this Bond Resolution and the
Trust Indenture; and said payments by the Owner shall be and
constitute the Installment Loan Payments as contemplated and
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required by the Agreement. Each Bondholder is and shall be
entitled to rely unconditionally on the agreements ,
covenants , and representations set forth in this Bond
Resolution and the Trust Indenture.
(b) Prepayments . It is further understood that the
Owner may prepay all or any part of each Installment Loan
Payment , and any such prepayment , and any earnings thereon,
shall be applied by the Trustee to the payment of each
Installment Loan Payment; provided that the prepayment or
redemption at any time of any unpaid principal installments
of the Bonds prior to their due dates , with funds from any
source (whether from Installment Loan Payments or
otherwise) , shall not relieve the Owner of its obligation to
make or pay, or cause to be made or paid, each Installment
Loan Payment as specified in Section 9(a) above, when due
with respect to any remaining unpaid principal installments
of the Bonds .
Section 10 . ADDITIONAL PARITY BONDS.
(a) Additional Bonds . The Corporation -reserves the
right, upon the request of the Owner but only with the
consent of the holders of at least 75% in aggregate
principal amount of the Bonds and any Additional Bonds (as
hereinafter defined) then outstanding, to issue additional
parity revenue bonds ("Additional Bonds") in any amounts ,
for any. lawful purpose or purposes , including the refunding
of any outstanding Bonds . Such Additional Bonds., along with
the Bonds authorized by this Bond Resolution, shall be
considered, constitute , and be "Bonds" as defined in, and
for all purposes of, the Agreement and the Trust Indenture.
When issued and delivered, such Additional Bonds , the
redemption premium, if any, agreed liquidated damages , if
any, and the interest thereon shall be payable from the Debt
Service Fund, and shall be payable from and secured by a
first lien on and pledge of Installment Loan Payments
pursuant to the Agreement , and secured by the Trust
Indenture and the Collateral Assignment in the same manner
and to the same extent as , and be on a parity with, all then
outstanding Bonds and Additional Bonds . Such Additional
Bonds may be issued in one or more series or issues , in
various principal amounts , maturing at different times ,
bearing interest at different rates , be payable in
installments or otherwise be redeemable prior to maturity,
with or without redemption premium, on whatever terms or
prices , and may contain such other provisions as may be
provided in any Bond Resolution authorizing the issuance of
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such Additional Bonds . It is provided, however, that no
series or issue of Additional Bonds shall be issued unless :
(i) In the opinion of Bond Counsel (A) the issu-
ance of such Additional Bonds will not adversely affect
the exemption from federal income taxation of the
interest on the then outstanding Bonds and Additional
Bonds , or affect the validity of the then outstanding
Bonds or Additional Bonds and (B) such Additional Bonds
are secured in the same manner and to the same extent
as and are on a parity with all then outstanding Bonds
and Additional Bonds ;
(ii) A certificate is executed by the President or
any Vice President and the Secretary of the Corporation
to the effect that no default exists in connection with
the Bonds or the Trust Indenture (or any amendment or
supplement thereto) or with any of the covenants or
requirements of this Bond Resolution or the Bond
Resolutions (or any amendments or supplements thereto)
authorizing the issuance of all then outstanding Bonds
and Additional Bonds , and that the Debt Service Fund
contain-s the amount then required to be on deposit
therein;
(iii) The Bond Resolution authorizing the issuance
of such series or issue of Additional Bonds provides
for additional Installment Loan Payments to be
deposited into the Debt Service Fund in amounts
sufficient to pay all principal of, redemption premium,
if any, agreed liquidated damages , if any, and interest
on such Additional Bonds , together with all Trustee,
Registrar, and Paying Agent fees and expenses
attributable to such Additional Bonds ;
(iv) The Approving Officer and the Trustee , but
only with the consent of the holders of at least
seventy five percent (75%) of the then outstanding
principal amount of the Bonds and Additional Bonds , if
any, approve in writing the Bond Resolution authorizing
the issuance of such series or issue of Additional
Bonds , as required by the Agreement; and
(v) The Trustee, Paying Agent, and principal and
interest payment dates during any year in which
principal and interest on such Additional Bonds are
scheduled to be paid, are the same for the Additional
Bonds and the Bonds .
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(b) Amendments to Trust Indenture Unnecessary. It
shall not a necessary or required that the—Trust Indenture
be amended or supplemented to cause any series or issue of
Additional Bonds to be secured by the Trust Indenture. All
that shall be necessary or required to cause any such Addi-
tional Bonds to be secured by the Trust Indenture is for the
Corporation to deliver to the Trustee a certified copy of
the Bond Resolution authorizing their issuance prior to the
delivery of such Additional Bonds .
Section 11. SPECIAL COVENANTS . The Corporation fur-
ther covenants as follows :
(a) Installment Loan Pa ents Pledged to Bonds Only.
Other than f or t e payment of the Bonds and except as
provided in this Bond Resolution, the Trust Indenture and
the Collateral Assignment , the Installment Loan Payments ,
the Deed of Trust and the Note have not in any manner been
pledged to the payment of any debt or obligation of the
Corporation.
(b) Non-Encumbrance. While any of the Bonds are
outstanding , the Corporation will not (except with respect
to the Bonds and any Additional Bonds and except as provided
in the Agreement , any Bond Resolution, or the Trust
Indenture) in any manner whatsoever create, assume , or
suffer to exist, directly or indirectly, any mortgage, lien,
encumbrance, pledge, or charge against the Debt Service
Fund, the Installment Loan Payments , the Construction Fund,
the Deed of Trust, the Note, or any property or moneys
deposited with the Trustee.
(c) Performance by Corporation. The Corporation will
carry out all of its covenants and obligations under this
Bond Resolution; and the Corporation may be required to
carry out such covenants and obligations by all legal and
equitable means , including, but without limitation, actions
for specific performance and the use and filing of mandamus
proceedings in any court of competent jurisdiction against
the Corporation.
(d) Certain Modifications Prohibited. The Corporation
covenants and agrees that it will not execute or permit the
execution of any contract or agreement, or terminate or
amend the Agreement , in any manner that would relieve or
abrogate the obligations of the Owner to make or pay, or
cause to be made or paid, when due, all Installment Loan
Payments , in the manner and to the extent required by the
Agreement, this Bond Resolution, and the Trust Indenture , or
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which would change or affect Sections 4 . 04 , 4 . 05 , 4 . 06 , 6 . 01
and 6 . 02 of the Agreement without the written consent of all
of the Bondholders and the Trustee.
Section 12 . THE BONDS ARE SPECIAL OBLIGATIONS. The
Bonds and any coupons appertaining thereto are limited
obligations of the Corporation and shall be payable solely
out of the revenues derived from or in connection with the
Agreement, including all , sums deposited from time to time
pursuant to the Agreement , the Trust Indenture and the Note
in the Debt Service Fund established under the Trust
Indenture, and in certain events out of amounts attributable
to Bond proceeds or amounts secured through exercise of the
remedies provided in the Trust Indenture, or in the Deed of
Trust , or in the Collateral Assignment upon occurrence of an
event of default thereunder, and do not constitute an
indebtedness or an obligation (legal, general , special ,
moral or otherwise) of the City of Beaumont (or any other
city, county or other municipal or political corporation or
subdivision of the State of Texas) or of the State of Texas ,
or a loan of credit of any of them within the meaning of any
constitutional or statutory provisions . Neither the State
of Texas nor the City of Beaumont nor any political
corporation, subdivision or agency of the State of Texas
shall be obligated to pay the principal of or premium, if
any, or liquidated damages , if any, or interest on the Bonds
and neither the faith and credit nor the taxing power of the
State of Texas , the City of Beaumont, or any other political
corporation, subdivision or agency of the State of Texas is
pledged to the payment of the principal of or interest on
the Bonds . No recourse under this Bond shall be had against
any past , present or future officer, director, agent ,
employee or representative of the Corporation or of the City
of Beaumont. The Bonds shall never be paid in whole or in
part out of any funds raised or to be raised by taxation or
out of any other revenues of the Corporation, the City of
Beaumont , or the State of Texas except those revenues
pledged by the Trust Indenture.
Section 13 . AMENDMENTS.
(a) Amendment with Consent of Holders of 75% of the
Bonds . Su j ect to approval in writing by the Corporation
(witTi the consent of the Approving Officer of the Owner) ,
the holders of 757 in aggregate principal amount of the then
outstanding Bonds shall have the right from time to time to
approve any amendment to any Bond Resolution or to the Trust
Indenture (provided that the Trustee must approve any
amendment to the Trust Indenture) which may be deemed
f
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necessary or desirable by the Corporation; provided,
however, that nothing herein contained shall permit or be
construed to permit the amendment , without the consent of
the holder of each of the then outstanding Bonds affected
thereby, of the terms and conditions of any Bond Resolution,
the -Bonds , or the Trust Indenture , so as to:
(1) change the Debt Service Fund requirements ,
interest payment dates , mandatory redemption
provisions , or the due date or dates , or the
maturity or maturities of the outstanding Bonds ;
(2) reduce the rate of interest borne by any of the
outstanding Bonds ;
(3) reduce the terms of the principal of, redemption
premium, if any, liquidated damages , if any, or
interest on the outstanding Bonds , or impose any
conditions with respect to such payments ;
(4) modify the terms of payment of principal of,
redemption premium, if any, liquidated damages , if
any, or interest on the outstanding Bonds , or
impose any conditions with respect to such
payments ;
(5) affect the rights of the holders of less than all
of the Bonds then outstanding;
(6) decrease the minimum percentage of the principal
amount of Bonds necessary for consent to any such
amendment; or
(7) alter the obligations of the Owner to pay Install-
ment Loan Payments in the manner and to the extent
provided in the Agreement, this Bond Resolution,
and the Trust Indenture.
(b) Notice of Amendment. If at any time the
Corporation shall desire to amend any Bond Resolution or the
Trust Indenture under this Section, the Corporation shall
file a copy of the proposed amendment at the principal
office of the Trustee and shall cause notice of the proposed
amendment to be published at least once in a financial
newspaper, journal or publication of general circulation in
The City of New York, New York, or in the State of Texas ,
during each calendar week for at least two successive
calendar weeks . If, because of temporary or permanent
suspension of the publication or general circulation of all
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such financial newspapers , journals and publications , it is
impossible or impractical to publish such notice in the
manner provided herein, then such publication in lieu
thereof as shall be made by the Trustee shall constitute a
sufficient publication of notice. Such notice shall briefly
set forth the nature of the proposed amendment and shall
state that a copy thereof is on file at the principal office
of the Trustee for inspection by all owners of Bonds . Such
publication is not required, however, if notice in writing
is given to each holder of Bonds .
(c) Consent to Amendment. Whenever at any time (but
not less than 30 days nor more than one year from the date
of the first publication of said notice or other service of
written notice) the Corporation shall receive an instrument
or instruments executed by the holders of at least 75% in
aggregate principal amounts of all Bonds then outstanding,
which instrument or instruments shall refer to the proposed
amendment described in said notice and shall specifically
consent to and approve such amendment , the Corporation may
adopt the amendatory resolution in substantially the same
form.
(d) Effect of Amendment. Upon the adoption of any
amendatory reso ution pursuant to the provisions of this
Section, any such Bond Resolution or the Trust Indenture,
shall be deemed to be amended in accordance with such
amendatory resolution, and the respective rights , duties ,
and obligations of all the Bondholders under such amendatory
resolution or the Trust Indenture shall thereafter be deter-
mined and exercised subject in all respects to such
amendments .
(e) Consent of Bondholders . Any consent given by a
Bondholder pursuant to the provisions of this Section shall
be irrevocable for a period of six months from the date of
the first publication or other giving of the notice provided
for in this Section, and shall be conclusive and binding
upon all future holders of the same Bond during such period.
Such consent may be revoked at any time after six months
from the date of the first publication or other giving of
such notice by the Bondholder who gave such consent, or by a
successor in title , by filing notice thereof with the
Trustee and the Corporation, but such revocation shall not
be effective if the holders of 75% in aggregate principal
amount of the then outstanding Bonds have, prior to the
attempted revocation, consented to and approved the
amendment.
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(f) Ownership of the Bonds . For the purpose of this
Section, the fact of being a Bondholder , the amount and
numbers of such Bonds , and the date of being a Bondholder
may be conclusively presumed, or may be proved by an
affidavit satisfactory to the Corporation and the Trustee of
the person claiming to be such Bondholder, or by a
certificate executed by any trust company, bank, banker, or
any other depository wherever situated showing that at the
date therein mentioned such person has on deposit with such
trust company, bank, banker, or other depository, the Bonds
described in such certificate, or in any other manner,
whether or not the Bonds are so deposited, as the Trustee
may approve. The Corporation may conclusively presume that
the status of any Bondholders will continue until written
notice to the contrary is served upon the Corporation.
(g) Amendments Without Consent. Notwithstanding the
provisions of (a) through (f) of t is Section, and without
publication of the proposed amendment and without the
consent of the Bondholders , but subject to approval of the
Approving Officer and, in the case of any amendment to the
Trust Indenture, with the approval of the Trustee , the
Corporation may, at any time , amend any Bond Resolution or
the Trust Indenture , to cure any ambiguity or cure, correct,
or supplement any defective or inconsistent provision
contained therein, or make any other change that does not in
any respect materially and adversely affect the interest of
the Bondholders , provided that no such amendment shall be
made contrary to the proviso to Section 13 (a) above , and a
duly certified or executed copy of each such amendment shall
be filed with the Trustee.
(h) Special Exception. The provisions of this
Section 13 shall have no application to the right of the
Corporation to amend its Rules and Regulations pertaining to
levels of low and moderate income as set forth in Section 19
hereof, and the Corporation shall be permitted to make any
such amendments as provided therein.
Section 14 . ESTABLISHMENT OF CONSTRUCTION FUND.
(a) Deposit of Bond Proceeds into Construction Fund.
Prior to or immediately a ter the sale and delivery of t e
Bonds authorized hereby, the Corporation shall establish the
Construction Fund with the Trustee, as defined in and
required by the Agreement. The Corporation shall deposit
all of the proceeds from the sale and delivery of the Bonds
authorized hereby into the Construction Fund. The Trustee
shall draw on and use the Construction Fund as hereinafter
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provided. The amount so deposited into the Construction
Fund shall constitute the Loan made to the Owner by the
Corporation as contemplated and provided in the Agreement.
(b) . Investment of Money in Construction Fund. Any
money held as part of the Construction Fund, other than the
amounts described in Section 15 (a) , shall be invested or
reinvested by the Trustee upon the written direction of the
Approving Officer in obligations of the United States
government or its agencies or in certificates of deposit of
banks approved by the Trustee, including certificates of
deposit of the Trustee. The Trustee shall make no
investments except as specifically directed in writing by
the Approving Officer. The investments of the Construction
Fund shall be deemed to be a part of the Construction Fund,
and for the purpose of determining the amount of money in
the Construction Fund, such investments shall be valued at
their cost or market value , whichever is lower. The income
and profits (including realized discount on obligations)
received from such investments shall be deposited in or
credited to the Construction Fund, and any losses on
investments shall be charged against the Construction Fund.
Upon the written direction of the Approving Officer , the
Trustee shall redeem or sell all or any designated part of
such investments employing, in the case of a sale, any
commercially reasonable method of effecting the same. The
Trustee shall not be liable or responsible for any loss
resulting from the redemption or sale of any such investment
as herein authorized; except that , notwithstanding any
provisions of the Agreement , the Trustee shall be liable for
(1) any loss resulting from its willful or negligent
failure , within a reasonable time after receiving the
written direction from the Approving Officer, to make,
redeem, or sell any investment in the manner provided for
herein, and (2) any loss resulting from the making,
redeeming, or selling of any investment which was not
authorized by written direction of the Approving Officer.
If the Trustee is unable , after reasonable effort and within
a reasonable time after receipt of the required written
direction, to make, redeem, or sell any such investment , it
shall so notify in writing the Approving Officer, and
thereupon the Trustee shall be relieved of all liability or
responsibility with respect thereto .
(c) Deposit of Accrued Interest , Income, and Profits .
Any accrued interest received from _t 7e sale of- the Bonds ,
and all income and profits received from the investment of
the Construction Fund shall, as soon as practicable after
any receipt thereof has been deposited in or credited to the
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Construction Fund, be transferred by the Trustee and
deposited into the Debt Service Fund to be used to pay
interest on the Bonds during the period of construction of
the Development.
Section 15 . PAYMENTS FROM CONSTRUCTION FUND.
(a) Corporation ' s Administrative Overhead Ex enses
and Other Costs . Immediately after the de ivery of the
Bonds authorized hereby, the Trustee shall pay directly to
the Corporation the amount which is agreed upon by the
Corporation and the Owner and which will reimburse the
Corporation for its application fee and its administrative
and overhead expenses directly attributable and chargeable
to the costs of issuance of the Bonds authorized hereby.
Also , immediately after the delivery of the Bonds authorized
hereby, the Trustee shall pay directly out of the
Construction Fund, promptly after receiving the bills or
statements therefor, all of the actual expenses and costs of
issuance of such Bonds , including , without limitation,
financing charges , commitment fees , printing and engraving
expenses , the fees and expenses of accountants , financial
advisors , and attorneys , and the initial fees and expenses
of the Trustee.
(b) Reimbursement for and Payment of Cost of the
Development. Su ject and subordinate to making the payments
required by the preceding paragraph, the Trustee shall make
such payments from the Construction Fund to enable the Owner
to pay, or to reimburse the Owner for paying, any Cost of
the Development , from time to time upon receipt by the
Trustee of a request of the Owner signed by the Approving
Officer. Such request shall be accompanied by a certificate
(in the form attached to the Agreement) stating with respect
to each payment as follows :
(i) the expenditures , in summary form, as to
which payment is to be made or for which reimbursement
is requested;
(ii) that the amounts requested are to be or have
been paid by the Owner for interest during construc-
tion, acquisition and development of property, or to
contractors , subcontractors , materialmen, engineers ,
architects , or other persons who will perform or have
performed necessary or appropriate services or will
supply or have supplied necessary or appropriate
materials for the provision, acquisition, construction,
renovation, reconstruction, rehabilitation, repair,
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alteration, improvement or extension of the Develop-
ment , as the case may be , and that , to the best of the
knowledge of the person delivering the certificate , the
fair value of such interest, property, services , or
materials is not exceeded by the amounts requested to
be paid;
(iii) that no part of the several amounts requested
to be paid to the Owner as stated in such certificate
has been or is the basis for the payment of any money
in any previous or then pending request from the
Construction Fund or any other source;
(iv) that the payment of the amounts requested
will not result in a breach of any of the covenants of
the Owner contained in the Agreement; and
(v) that the expenditure of such amounts to be
paid, when added to all previous disbursements from the
Construction Fund, will result in at least 92% of the
total of such disbursements , other than disbursements
for issuance expenses , being used to provide , acquire ,
construct , rehabilitate , renovate , improve , alter,
equip , and furnish a project for residential rental
property that constitutes an exempt facility (within
the meaning of Section 103 (b) (4) (A) of the Code) .
(c) Reliance by Trustee. The Trustee shall rely
fully on any request and certificate delivered pursuant to
this Section and shall not be required to make any
investigation in connection therewith. The Trustee may
request from time to time, and the Owner shall furnish,
supporting documentation for any amounts requested under
Section 15 (b) (ii) above. If amounts paid by the Trustee
with respect to any portion of the Development should exceed
the cost thereof, the Owner shall promptly repay such
overpayment into the Construction Fund.
Section 16 . SURPLUS CONSTRUCTION FUNDS.
(a) Disposition of Surplus Funds . The completion of
the Development shall e conclusively evidenced, and the
date of completion shall be established by a written
certificate of completion to be signed and delivered as
provided in the Agreement. If, upon the completion of the
Development , there shall be any surplus funds remaining in
the Construction Fund not required to provide for the
payment of the Cost of the Development, or if any funds are
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on hand in the Construction Fund at the time of the release
of the Trust Indenture under the terms thereof, then any
such funds shall be used immediately to prepay or redeem
principal installments of the Bonds , in inverse
chronological order, in the manner set forth in Section 5
hereof for the prepayment or redemption of principal -
installments of the Bonds with surplus Construction Fund
moneys , to the extent of any such available funds ; provided
that prior to such use , the Corporation and the Trustee
shall have been furnished with an unqualified opinion of
Bond Counsel to the effect that the use of moneys from the
Construction Fund for such purpose will be lawful and will
not impair the exemption of interest on the Bonds from
federal income taxation; and provided further that the Owner
shall deposit into the Construction Fund prior to such
prepayment or redemption an amount sufficient to cause the
total amount in the Construction Fund to be equal to (i) an
integral multiple of $1, 000 , or (ii) not less than all of
the unpaid principal installment or installments to be
prepaid or redeemed.
(b) Disposition of Construction Fund upon Acceleration
and Redemption. It the Trustee shall—declare the principal
of the Bonds and the interest accrued thereon immediately
due and payable as the result of an Event of Default
specified in the Trust Indenture , or if the Bonds are
optionally or mandatorily prepaid or redeemed prior to
maturity as a whole in accordance with their terms , any
amounts remaining in the Construction Fund shall be used
immediately by the Trustee for the purpose of paying
principal of, redemption premium, if any, agreed liquidated
damages , if any, and interest on the Bonds when due.
Section 17 . DAMAGED, MUTILATED, LOST, STOLEN, OR
DESTROYED BONDS.
(a) Replacement Bonds . In the event any of the
outstanding Bonds authorized hereby are damaged, mutilated,
lost, stolen, or destroyed, the .Corporation shall execute,
and the Trustee shall authenticate, a new Bond of the same
principal amount and maturity of the damaged, mutilated,
lost, stolen, or destroyed Bond in exchange and substitution
for such Bond or in lieu of and substitution for such Bond.
(b) Application for Substitute Bonds . Application
for exchange and substitution of damaged, mutilated, lost ,
stolen, or destroyed Bonds shall be made to the Corporation.
In every case, the applicant for a substitute Bond shall
furnish to the Corporation and to the Trustee such security
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or indemnity as may be required by them to save each of them
and the Paying Agent harmless . In every case of loss ,
theft , or destruction of a Bond, the applicant shall also
furnish to the Corporation and to the Trustee evidence to
their satisfaction of the loss , theft , or destruction, and
of the ownership of the lost Bond. In every case of damage
or mutilation of a Bond, the applicant shall surrender the
Bond so damaged or mutilated.
(c) No Default Occurred. Notwithstanding the
foregoing provisions of this Section, in the event any such
Bond shall have matured, and no default has occurred which
is then continuing in the payment of the principal of,
redemption premium, if any, agreed liquidated damages , if
any, or interest on the Bond, the Corporation may authorize
the payment of the same (without surrender thereof except in
the case of a damaged or mutilated Bond) instead of issuing
a substitute Bond, provided security or indemnity is
furnished as above provided in this Section.
(d) Charge for Issuing Substitute Bonds . Prior to
the issuance of any substitute Bond, the Corporation and the
Trustee may charge the applicant for such Bond with all
legal , printing, and other expenses in connection therewith.
Every substitute Bond issued pursuant to the provisions of
this Section by virtue of the fact that any Bond is lost,
stolen, or destroyed shall constitute a contractual
obligation of the Corporation whether or not the lost,
stolen, or destroyed Bond shall be found at any time, or be
enforceable by anyone , and shall be entitled to all the
benefits of the Trust Indenture and this Bond Resolution
equally and proportionately with any and all other Bonds
duly issued under this Bond Resolution.
(e) Authorit . for Issuing Substitute Bonds . This
Bond Resolution shall constitute sufficient authority for
the issuance of any such substitute bonds without necessity
of further action by the Board of Directors of the
Corporation or any other body or person, and the issuance of
such substituted Bonds is hereby authorized, notwithstanding
any other provisions of this Bond Resolution, except to the
extent otherwise required by law.
Section 18 . NO ARBITRAGE. The Corporation and the
Owner have covenanted to and with the purchasers of the
Bonds that they will make no use of the direct or indirect
proceeds thereof at any time throughout the term thereof
which would cause the Bonds to be arbitrage bonds within the
meaning of Section 103 (c) of the Code or any Regulations or
t
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rulings pertaining thereto; and by this covenant the
Corporation and the Owner are obligated to comply with the
requirements of the aforesaid Section 103(c) and all
applicable and pertinent Regulations and rulings relating to
arbitrage bonds .
Section 19 . ADOPTION OF RULES AND REGULATIONS AS
TO LOW AND MODERATE INCOME LEVELS. Pursuant to and as
required by the Act , t e Board of Directors of the
Corporation hereby finds and determines and hereby adopts as
a part of the Rules and Regulations of the. Corporation
effective as of January 1 , 1983 , that for purposes of
occupancy of dwelling units in the Development, a person of
low and moderate income shall be a person whose adjusted
gross income , together with the adjusted gross incomes of
all persons who intend to reside with such person in one
dwelling unit within the Development , did not exceed
$40 , 000 . 00 for the calendar year 1982 . It is expressly
stipulated that (i) the Corporation shall retain the right
to modify the levels of low and moderate income for purposes
of the Act and this resolution at any time and from time to
time while any of the Bonds may be outstanding without the
consent of any other person or entity (including without
limitation the Trustee, the Owner or any Bondholder) , and
(ii) the income levels now or hereafter established by the
Corporation as provided in this Section have been or will be
determined solely for purposes of compliance with -the Act ,
and nothing contained herein shall affect the Owner' s
obligation to rent dwelling units in the Development to
individuals of low or moderate income as defined in the Code
and the Regulations and rulings thereunder in order to
qualify (and maintain qualification of) the Bonds as
tax-exempt bonds under Section 103 (b) (4) (A) of the Code.
THIS RESOLUTION PASSED and APPROVED this 2nd day of
March, 1983 .
f
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TRUST INDENTURE
BETWEEN
BEAUMONT HOUSING FINANCE CORPORATION
AND
INTERFIRST BANK-BEAUMONT
TRUSTEE
RELATING TO
BEAUMONT HOUSING FINANCE CORPORATION
$1, 600 , 000
MULTI-FAMILY HOUSING REVENUE BONDS
SERIES 1983
(VIRGINIA VILLAGE DEVELOPMENT)
Dated as of March 1 , 1983
f
���5v
TABLE OF CONTENTS
PAGE
PREAMBLE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
RECITALS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
GRANTING CLAUSE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
ARTICLE I
DEFINITIONS AND INTERPRETATIONS
Section 1 . 01 Definitions . . . . . . . . . . . . . . . . . . . 4
Section 1 . 02 Additional Definitions
and Interpretations . . . . . . . . . . . . . . . . . 7
ARTICLE II
ACCEPTANCE OF TRUST
Acceptance of Trust. . . . . . . . . . . . . . . . . 8
ARTICLE III
DEBT SERVICE FUND AND CONSTRUCTION FUND
Debt Service Fund and
Construction Fund. . . . . . . . . . . . . . . . . . . 8
ARTICLE IV
NOTICE TO OWNER
Notice to Owner. . . . . . . . . . . . . . . . . . . . . 8
ARTICLE V
ACCOUNTS AND RECORDS
Section 5 . 01 Separate Records to be Kept. . . . . . . . . 9
Section 5 . 02 Annual Report. . . . . . . . . . . . . . . . . . . . . . . 9
Section 5 . 03 Right to Inspect. . . . . . . . . . . . . . . . . . . . 9
ARTICLE VI
ENFORCEMENT OF RIGHTS IN CASE OF DEFAULT
Section 6. 01 Appointment of Trustee and
Rights of Holder. . . . . . . . . . . . . . . . . . . . 10
Section 6 . 02 Control by Trustee. .. . . . . . . . . . . . . . . . 10
Section 6 . 03 Events of Default. . . . . . . . . . . . . . . 11
Section 6 . 04 Declaration of Principal ands
Interest Due. . . . . . . . . . . . . . . . . . . . . . . . 12
Section 6 . 05 Enforcement by Trustee. . . . . . . . . . . . . . 13
Section 6 . 06 Non-Exclusive Remedies . . . . . . . . . . . . . . 13
Section 6 . 07 Waiver of Defaults . . . . . . . . . . . . . . . . . . 14
Section 6 . 08 Discretion of Trustee. . . . . . . . . . . . . . . 14
Section 6 . 09 Application of Moneys . . . . . . . . . . . . . . . 14
Section 6 . 10 Judicial Proceedings . . . . . . . . . . . . . . 16
Section 6 . 11 Enforcement' of Remedies Without
Possession of Bonds . . . . . . . . . . . . . . . . . 16
Section 6 . 12 Direction of 75% in Principal
Amount of Bondholders . . . . . . . . . . . . . . . 16
Section 6 . 13 Notice of Default. . . . . . . . . . . . . . . 16
Section 6 . 14 Concurrence of Bondholders . . . . . . . . . . 17
Section 6 . 15 Notice to Owner of Past Due
Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
ARTICLE VII
CONCERNING THE TRUSTEE
Section 7 . 01 Not Accountable For Bond Proceeds . . . 17
Section 7 . 02 Reliance by Trustee. . . . . . . . . . . . . . . . . 18
Section 7 . 03 Compensation. . . . . . . . . . . . . . . . . . . . 18
Section 7 . 04 Limited Responsibilities. . . . . . . . . . . . 19
Section 7 . 05 Advice. . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Section 7 . 06 Trustee May Own Bonds . . . . . . . . . . . . . . . 20
Section 7 . 07 Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Section 7 . 08 Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . 20
ARTICLE VIII
SUCCESSOR TRUSTEE
Section 8. 01 Resignation of Trustee. . . . . . . . . . . . . . 20
Section 8 . 02 Removal of Trustee. . . . . . . . . . . . . . . . 21
Section 8 . 03 Appointment of Successor Trustee. . . . 21
Section 8 . 04 Transfer to Successor Trustee. . . . . . . 22
Section 8. 05 Merger or Consolidation of Trustee. . 22
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ARTICLE IX
RELEASE OF INDENTURE
Section 9. 01 Satisfaction of Indebtedness and
Release of Indenture. . . . . . . . . . . . . . 22
ARTICLE X
AMENDMENTS
Amendments . . . . . . . . . . . . . . . . . . . . . . . . . . 23
ARTICLE XI
MISCELLANEOUS PROVISIONS
Section 11 . 01 Acknowledgments and Ownership
of Bonds . . . . �
. . . . . . . . . . . . . . . . 23
Section 11 . 02 Trustee May RequireProof of
Ownership. . . . . . . . . . . . . . . . . . . . . 24
Section 11 . 03 Consent of Bondholders . . . . . . . . . . . . . . 24
Section 11 . 04 Survival of Valid Bonds . . . . . . . . . . . . . 24
Section 11 . 05 Unclaimed Funds . . . . . . . . . . . . . . . . . . . . . 25
Section 11 . 06 Rights of Parties. . . . . . . . . . . . . . . . . . . 25
Section 11 . 07 Severability. . . . . . . . . . . . . . . . . . . . . 25
Section 11 . 08 Governing Law. . . . . . . . . . . . . . . . . . . . . . . 26
ARTICLE XII
RECORDING
Section 12. 01 Corporation and Trustee
toRecord. . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Section 12 . 02 Non-Encumbrance. . . . . . . . . . . . . . . . . . . . . 26
TESTIMONIUM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
SIGNATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
ACKNOWLEDGMENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
EXHIBITS
Exhibit A Schedule of Trustee Fees
THE STATE OF TEXAS §
TRUST INDENTURE
COUNTY OF JEFFERSON §
This Trust Indenture, dated as of March 1 , 1983 ,
executed by and between Beaumont Housing Finance
Corporation, duly organized and created as a housing finance
corporation under the Texas Housing Finance Corporations
Act , Art. 12691-7 , Vernon' s Annotated Texas Civil Statutes ,
as amended (the "Act") , and InterFirst Bank-Beaumont , a
state banking corporation duly organized and existing under
the laws of the State of Texas and having its principal
office in the City of Beaumont, Texas , as Trustee (the
"Trustee") :
W I T N E S S E T H:
WHEREAS , the Act authorizes and empowers the
Corporation to issue revenue bonds on behalf of the City of
Beaumont , Texas (the "City") , for the purpose of providing
financing for residential developments within the City and
intended to be occupied substantially (at least 90%) by
persons of low and moderate income, as determined in Rules
and Regulations adopted by the Board of Directors of the
Corporation; and
WHEREAS , in order to finance the cost of such
developments , the Corporation is authorized by the Act to
issue revenue bonds payable from the revenues derived from
repayment of loans made to owners of such developments; and
WHEREAS , the Owner (as hereinafter defined) has
heretofore acquired certain real property interests in the
Site (as hereinafter defined) and the Facilities (as
hereinafter defined) located thereon; and
WHEREAS , the Corporation has entered into the Agreement
(as hereinafter defined) with the Owner, providing for (i) a
loan from the Corporation to the Owner to provide financing
for a portion of the Cost of the Development (as hereinafter
defined) , and (ii) the repayment of such loan by the Owner;
and
WHEREAS, contemporaneously with the execution of the
Agreement , the Owner has executed that certain Deed of
Trust , Assignment of Rents and Security Agreement, dated as
of the date hereof (as hereinafter defined) , pursuant to
which the Owner bargained, sold, granted, conveyed,
transferred, mortgaged, pledged and assigned to Donald W.
Cioban, as mortgage trustee , for the use and benefit of the
Corporation, and further granted unto the Corporation a
security interest in, the Development and certain other
properties of the Owner, in order to secure the payment of
the Installment Loan Payments (as hereinafter defined) on
the Note (as hereinafter defined) , according to their tenor
and effect, and certain other indebtedness of the Owner and
the performance and observance by the Owner of all the
covenants expressed or implied in the Deed of Trust , the
Bond Resolution, the Agreement and . the Note; and
WHEREAS, in order to provide funds for the Corporation
to loan to the Owner, the Corporation now proposes to issue
its Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , in the aggregate principal
amount of $1,600 , 000 pursuant to this Trust Indenture and in
accordance with the Bond Resolution (as hereinafter
defined) ; and
WHEREAS, contemporaneously with the execution of this
Trust Indenture and the Agreement , the Corporation has
executed that certain Collateral Assignment and Security
Agreement (as hereinafter defined) , dated as of the date
hereof, pursuant to which the Corporation has conveyed,
assigned, transferred and delivered and granted a security
interest to the Trustee in the Note and all rights , titles ,
interests , estates , real and personal property, liens ,
privileges , claims and demands and equities existing and to
exist in connection with or as security for payment of the
Note, including its rights , titles and interests arising
under the Deed of Trust in order to secure payment of the
Bonds (as hereinafter defined) according to their tenor and
effect and the performance by the Corporation of all the
covenants expressed or implied herein, therein and in the
Bonds ; and
WHEREAS, the Corporation also desires to provide for
the issuance from time to time in the future of Additional
Bonds (as hereinafter defined) for the purpose of defraying
the costs of completing, enlarging, rehabilitating,
improving or expanding the Development, or refunding any
Original Bonds (as hereinafter defined) or series of
Additional Bonds theretofore issued and outstanding under
this Trust Indenture; and
WHEREAS, all things necessary to make the Original
Bonds , when- issued, executed and delivered by the
Corporation and authenticated by the Trustee pursuant to
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this Trust Indenture, the valid, legal and binding limited
obligations of the Corporation, and to constitute this Trust
Indenture as a valid pledge of certain income and revenues
derived from repayment of the loan for the payment of the
principal of, premium, if any, agreed liquidated damages , if
any, and interest on the Bonds authenticated and delivered
under this Trust Indenture, have been performed and the
creation, execution and delivery of this Trust Indenture,
and the creation, execution and issuance of the Original
Bonds , subject to the terms hereof, have in all respects
been duly authorized;
NOW, THEREFORE, THIS TRUST INDENTURE WITNESSETH:
The Corporation, in consideration of the premises and
acceptance by the Trustee of the trusts hereby created, and
of the purchase and acceptance of the Bonds by the owners
thereof, and for other good and valuable consideration, the
receipt and sufficiency of which is hereby acknowledged, and
for the purpose of securing and providing for the payment of
the principal of, redemption premium, if any, agreed liqui-
dated damages , if any, and interest on the Bonds according
to their tenor and effect and the performance and observance
by the Corporation of all the covenants expressed or implied
herein and in the Bonds , has granted, assigned, transferred,
pledged, set over, and confirmed, and by these presents does
grant , assign, pledge , set over, and confirm unto the
Trustee , and to its successors and substitutes in trust , all
of the following described property (the "Trust Estate") :
(i) all of the right, title, and interest of
the Corporation in and to the Installment Loan
Payments as required and provided in the
Agreement, the Note and the Bond Resolution; and
(ii) the Debt Service Fund and the
Construction Fund created by the Bond Resolution,
upon, and subject to the terms , conditions ,
stipulations , covenants , agreements , trusts , uses ,
and purposes hereinafter expressed.
TO HAVE AND TO HOLD all and singular the Trust Estate ,
whether now owned or held or hereafter acquired, unto the
Trustee , its successors and assigns , forever.
IN TRUST NEVERTHELESS , upon the terms and trusts herein
set forth for the equal and proportionate benefit and
security of all present and future holders of the Bonds and
interest coupons , if any, appertaining thereto without
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preference of any Bond or coupon over any other, and for
enforcement of the payment of the Bonds and interest coupons
appertaining thereto in accordance with their terms , and all
other sums payable hereunder or on the Bonds (including
agreed liquidated damages) and for the performance of and
compliance with the obligations , covenants and conditions of
this Trust Indenture , as if all the Bonds at any time
outstanding had been authenticated, executed and delivered
simultaneously with the execution and delivery of this Trust
Indenture, all as herein set forth.
PROVIDED, HOWEVER, that the grant, conveyance , pledge
and assignment made in this Trust Indenture, which are
intended for the aforesaid security purposes only, shall in
no way affect, impair or diminish the Corporation' s
obligations under the Agreement and the Bond Resolution, nor
shall any such obligations be imposed upon the Trustee, and,
except as otherwise provided in the remaining provisions of
this Trust Indenture, nothing herein shall prohibit the
Corporation from bringing any actions or proceedings for the
enforcement of the obligations of the Owner under the
Agreement or the Bond Resolution, except the obligations of
the Owner with respect to the amounts and moneys required to
be paid into the Debt Service Fund and except that nothing
in this proviso shall prejudice the rights of the Trustee
under Articles V, VI , and VII hereof.
IT IS HEREBY COVENANTED, DECLARED and AGREED that this
Trust Indenture creates a continuing lien on the Trust
Estate equally and ratably to secure the payment in full of
the principal of, premium, if any, agreed liquidated
damages , if any, and interest on all Bonds which may, from
time to time, be outstanding hereunder,and that the Bonds
are to be issued, authenticated and delivered, and that the
Trust Estate is to be held, dealt with and disposed of by
the Trustee , upon and subject to the terms , covenants ,
conditions , uses , agreements and trusts set forth in this
Trust Indenture, as follows :
ARTICLE I
DEFINITIONS AND INTEPRETATIONS
Section 1 . 01. Definitions . In addition to all other
words and terms defined herein, and unless a different
meaning or intent clearly appears from the context, the
following words and terms shall have the following meanings ,
respectively, whenever they are used herein:
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Additional Bonds - Subject to satisfaction of all
requirements set out in the. Bond Resolution, any bonds
issued by the Corporation pursuant to this Trust Indenture
and the Bond Resolution, which bonds shall rank equally and
on a parity with the Bonds and shall be equally and ratably
secured under the Bond Resolution, this Trust Indenture and
the Agreement.
Agreement - The Loan Agreement dated as of March 1 ,
1983 , by and between the Corporation and the Owner.
Article - Any subdivision of this Trust Indenture
designated with a roman numeral .
Board or Board of Directors - The lawfully qualified
Board of Directors of the Corporation.
Bond Resolution - The Bond Resolution adopted by the
Board of Directors of the Corporation authorizing the
issuance and delivery of Beaumont Housing Finance
Corporation, Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , in the aggregate principal
amount of $1 , 600 , 000 and each other resolution of the Board
of Directors of the Corporation authorizing Additional Bonds
for the Development , with the Bond Resolution being
expressly incorporated herein by reference for all purposes .
Bondholder - The owner of any Bond registered as to
principal .
Bonds - Any and all revenue bonds of the Corporation
issued and delivered to finance and pay for a portion of the
Cost of the Development pursuant to the Act and the
Agreement, including initial and subsequent series of issues
of revenue bonds and revenue bonds issued to finance and pay
for all or any part of the Cost of completing the
Development , and any revenue Bonds issued for the purpose of
refunding or' replacing any Bonds issued for such purpose.
Collateral Assignment - The Collateral Assignment and
Security Agreement dated as of March 1 , 1983 , pursuant to
which the Corporation conveyed, assigned, transferred and
delivered and granted a security interest to the Trustee in
the Note and all rights , titles , interests , liens ,
privileges , claims and demands and equities existing or to
exist in connection with or as security for payment of the
Note, including its rights , titles and interests arising
under the Deed of Trust in order to secure payment of the
Bonds according to their tenor and effect and the
1
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performance by the Corporation of all the covenants
expressed or implied therein and in the Trust Indenture and
the Collateral Assignment.
Construction Fund - The segregated account or accounts
into which certain proceeds from the sale and delivery of
each series of Bonds will be deposited as provided in each
_ Bond Resolution (excepting any Bond Resolution authorizing
revenue bonds to refund any Bonds) .
Corporation - Beaumont Housing Finance Corporation.
Debt Service Fund - The segregated account or accounts
in which Installment Loan Payments will be deposited as
provided in each Bond Resolution.
Deed of Trust - The Deed of Trust , Assignment of Rents
and Security Agreement dated as of March 1 , 1983 , pursuant
to which the Owner has bargained, sold, granted, conveyed,
transferred, mortgaged, pledged and assigned to Donald W.
Cioban, as mortgage trustee, for the use and benefit of the
Corporation, and further granted to the Corporation a
security interest in, the Development and certain other
property in order to secure the payment of the Installment
Loan Payments and the Note, according to their tenor and
effect, and certain other indebtedness of the Owner and the
performance and observance by the Owner of all the covenants
expressed or implied in the Deed of Trust, the Agreement ,
and the Note.
Development - The interest of the Owner in the Site,
the Facilities and the Premises which comprise the
Development as described in Exhibit A to the Agreement.
Facilities - The interest of the Owner in the
facilities which are now or may hereafter be located on the
Site described in Exhibit A to the Deed of Trust , including
any modifications to , substitutions for or additions
thereto.
Installment Loan Payments - Payments required to be
made by the Owner to amortize each series or issue of Bonds ,
as provided for in the applicable Bond Resolution, including
the principal of, redemption premium, if any, and interest
on such Bonds when due (whether at stated maturity, upon
redemption prior to stated maturity, or upon acceleration of
stated maturity) , any agreed liquidated damages owed to the
Bondholders , and all agreed fees and expenses of the
Trustee , Registrar, and any Paying Agent for such Bonds ,
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together with any other payments required by such Bond
Resolution or this Trust Indenture.
Note - The limited recourse promissory note from the
Owner dated March 1 , 1983 , in the principal sum of
$1,600 , 000 and payable to the Corporation.
Original Bonds - Any or all of the Corporation' s
$1,600 , 000 Multi-Family Housing Revenue Bonds , Series 1983
(Virginia Village Development) , dated as of March 1 , 1983 ,
which are issued, sold and delivered pursuant to the Bond
Resolution.
Owner - Virginia Village Venture, a joint venture
formed under the laws of the State of Texas , and its
permitted successors and assigns .
Paying Agent - The Trustee and any other paying agent
for an issue or series of Bonds named in the Bond Resolution
authorizing such Bonds .
Premises - The property described in Exhibit A to the
Deed of Trust.
Registrar - The registrar for the Bonds named in the
Bond Resolution.
Section - Any subdivision of this Trust Indenture
designated by arabic numerals .
Site - The real estate which is described in Exhibit A
to the Deed of Trust , and any other additional land which
may be acquired for or as a part of the Development.
Trust Indenture - This Trust Indenture, together with
the Exhibits attached hereto , and all amendments and
supplements hereto.
Trustee - InterFirst Bank-Beaumont , its successors or
assigns , and any successor trustee at any time serving as
successor trustee hereunder.
Section 1 . 02. Additional Definitions and Interpreta-
tions .
(a) Capitalized terms used but not expressly defined
herein shall have the same meanings as set forth in the
Agreement or the Bond Resolution unless the context
indicates otherwise.
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(b) The table of contents , article and section
headings are for reference purposes only and shall not
affect its interpretation in any respect.
(c) Unless the context requires otherwise , words of
the masculine gender shall be construed to include
correlative words of the feminine and neuter genders and
vice versa, and words of the singular number shall be
construed to include correlative words of the plural number
and vice versa.
ARTICLE II
ACCEPTANCE OF TRUST
The Trustee hereby accepts the trusts , duties ,
obligations , and requirements imposed on it by the Bond
Resolution and this Trust Indenture, and agrees to carry out
and perform, punctually and effectively, such duties ,
obligations , and requirements for the benefit of the
Corporation, the Owner and the holders of the Bonds . It is
further specifically agreed that (i) the Trustee will act as
a Paying Agent for the Bonds at all times while it is the
Trustee, (ii) the Trustee will act as Registrar for the
Bonds at all times while it is the Trustee , and (iii) the
Trustee will authenticate each of the Bonds by executing the
Trustee ' s Certificate of Authentication appearing on each of
the Bonds , as provided in the Bond Resolution, at such time .
and in such manner as directed by the Corporation.
ARTICLE III
DEBT SERVICE FUND AND CONSTRUCTION FUND
The Debt Service Fund and the Construction Fund created
by the Bond Resolution are hereby confirmed and established,
respectively, in trust , with the Trustee , and the Trustee
agrees to hold, administer, deposit , secure, invest , and use
said funds in all respects as provided and required by the
Agreement , the Bond Resolution, and this Trust Indenture.
ARTICLE IV
NOTICE TO OWNER
On or before the 5th day prior to each date upon or
before which each Installment Loan Payment is required by
the Bond Resolution and the Agreement to be deposited into
the Debt Service Fund, but only if the Owner shall expressly
J
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so request in writing following an applicable adjustment of
the Bond Interest Rate, the Owner shall be given written
notice via hand delivery or first class mail , postage
prepaid, at such address as the Owner shall from time to
time designate and file in writing with the Trustee, of the
amount , if any, of each Installment Loan Payment required by
the Bond Resolution and the Agreement to be made by the
Owner to the Trustee and deposited by the Trustee into the
Debt Service Fund on or before such date. Such notice shall
give a brief statement of the manner in which the amount due
was calculated, including a showing of all credits on
account of available moneys in the Debt Service Fund. The
failure of the notice to be given, or of the Owner to
receive any such notice, shall not relieve the Owner of its
obligation to make all deposits or payments of Installment
Loan Payments to the Trustee as required by the Agreement
and the Bond Resolution.
ARTICLE V
ACCOUNTS AND RECORDS
Section 5 . 01 Separate Records to be Kept. The Trus-
tee shall keep proper books of records and accounts ,
separate from all other records and accounts , in which
complete and correct entries shall be made of all
transactions relating to the Installment Loan Payments , the
Debt Service Fund, and the Construction Fund.
Section 5 . 02 Annual Report. Within 120 days after
each anniversary date of this Trust Indenture, the Trustee
will furnish to the Corporation, the Owner, and any holder
of any outstanding Bonds who may so request, a copy of a
report by the Trustee covering the year preceding such
anniversary date , showing the following information: .
(1) a detailed statement concerning the
receipt and disposition of all Installment Loan
Payments and the disposition of the amounts in the
Construction Fund (until the Construction Fund
shall have been fully depleted) .
(2) an asset statement or balance sheet of
the Debt Service Fund and of the Construction Fund
(until the Construction Fund shall have been fully
depleted) . .
Section 5 . 03 Right to Inspect. The Corporation, the
Owner, and the holders of any Bonds shall have the right , at
J
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all reasonable times and upon reasonable notice , to inspect
all records , accounts , and data of the Trustee relating to
the Installment Loan Payments , the Debt Service Fund and the
Construction Fund.
ARTICLE VI
ENFORCEMENT OF RIGHTS IN CASE OF DEFAULT
Section 6 . 01 Appointment of Trustee and Rights of
Holder. The Trustee is hereby irrevocably appointed the
special agent and representative of the holders of the Bonds
and vested with full power in their behalf to effect and
enforce the Agreement , this Trust Indenture , and the Bond
Resolution for their benefit as provided herein and in the
Bond Resolution; provided, however, the holders of a
majority of the aggregate principal amount of the Bonds then
outstanding shall have the right from time to time to
direct and control the Trustee in connection with the
enforcement of any of the provisions of the Agreement , the
Trust Indenture , and the Bond Resolution, and any other
proceedings taken by virtue of any provisions of the
aforesaid instruments , in case of any subsisting Event of
Default (as hereinafter defined) or of any other event
entitling the Trustee to proceed hereunder, including the
right to have withdrawn and discontinued at any stage
thereof any proceedings taken hereunder by the Trustee,
provided that the Event of Default upon which such
proceedings were based and all other Events of Default
hereunder shall have been remedied and made good. Anything
contained in this Trust Indenture to the contrary
notwithstanding, each holder of any Bond shall have a right
of action to enforce the payment of all amounts due with
respect to any Bond owned by him when or after the same
shall have become due , at the place, from the sources , and
in the manner expressed; and provided that no right of
action shall exist subsequent to the time of waiver of an
Event of Default in the payment of any such amount so due
and such Event of Default having been remedied and made good
as set forth in Section 6 . 07.
Section 6 . 02 Control by Trustee. Except as other-
wise provided in this-Article , the rights of action with
respect to this Trust Indenture shall be exercised by the
Trustee and no holder of any Bond shall have any right to
institute any suit, action or proceeding at law or equity
for the appointment of a receiver or for any other remedy
hereunder or by reason hereof unless and until in addition
to the fulfillment of all other conditions precedent
f
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specified in this Trust Indenture , the Trustee shall have
received the written request of the holders of not less than
25% of the aggregate principal amount of the Bonds then
outstanding and shall have been offered reasonable indemnity
and shall have refused, or for 30 days thereafter neglected,
to institute such suit , action, or proceeding; and it is
hereby declared that the making of such request and the
furnishing of such indemnity are in each case conditions
precedent to the execution and enforcement by any holder of
any Bond of the powers and remedies given to the Trustee
hereunder and to the institution and maintenance by any
holder of any Bond of any action or cause of action for the
appointment of a receiver or for any other remedy hereunder;
but the Trustee may, in its discretion, or when duly
requested in writing by the holders of at least 25% of the
aggregate principal amount of the Bonds then outstanding and
upon being furnished indemnity satisfactory to the Trustee
against expenses , charges , and liability, shall forthwith
take such appropriate action by judicial proceedings or
otherwise to enforce the covenants of the Owner and the
Corporation as the Trustee may deem expedient in the
interest of the holders of the Bonds .
Section 6 . 03 Events of Default. Any one or more of
the following events shall constitute an "Event of Default"
under this Trust Indenture:
(1) the failure of the Owner to make or pay, or
cause to be made or paid, any Installment Loan Payment
upon the terms and conditions required by the Agreement
or the Bond Resolution;
(2) the dissolution or liquidation of the Owner
in any manner not specifically authorized by the
Agreement , or the filing by the Owner of a voluntary
petition in bankruptcy or failure by the Owner promptly
to lift or suspend any execution, garnishment, or
attachment of such consequence as will materially
impair its ability to carry out its obligations under
the Agreement or the Bond Resolution, the breach of any
other contract , agreement or instrument and the failure
to remedy or cure such breach with the consequences
that the ability of the Owner to carry out its
obligations under the Agreement or the Bond Resolution
are materially impaired, or the commission by the Owner
of any act of bankruptcy, or failure of the Owner
generally to pay its debts as they become due, or entry
of an order for relief of the Owner in a bankruptcy
case of the Owner, or the assignment or transfer by the
r
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Owner of a substantial portion of its assets for the
benefit of its creditors , or the entry by the Owner
into an agreement of composition with its creditors , or
the entry of an order or decree applicable to the Owner
in any proceeding for its reorganization or arrangement
in any proceedings instituted under the provisions of
any applicable federal or state bankruptcy statutes ,
including the federal Bankruptcy Code, as they now
exist or are hereafter amended or enacted;
(3) the Owner defaults in the observance or
performance of any other of its covenants , conditions ,
or obligations in the Bonds , the Agreement , the Bond
Resolution, the Note , the Deed of Trust, the Collateral
Assignment , or this Trust Indenture , and the Owner
fails to not remedy such default within 30 days or such
other reasonable period of time, not to exceed 90 days ,
as the Owner may require to remedy such default if
because of reasons of force maj eure such cure cannot
reasonably be accomplished within 30 days , after
written notice to do so has been received by the Owner
from the Trustee or the holders of the Bonds ; and the
Trustee may serve such notice , in its discretion, or
shall serve such notice at the written request of the
holders of not less than 25% of the aggregate principal
amount of the Bonds then outstanding;
(4) the occurrence of an "Event of Default" under
the Agreement , the Note, the Bond Resolution, the Deed
of Trust or the Collateral Assignment;
(5) Subject to Section 2 . 02(a) of the Agreement,
the Owner shall not be receiving, on and after June 1 ,
1984 , public rental assistance payments under the
Section 8 Contract (or any successor contract which is
executed within 90-days after termination or expiration
of the Section 8 Contract or any predecessor contract
and which provides for public rental assistance pay-
ments) with respect to at least 66-2/3% of the dwelling
units in the Development; or
(6) the Owner shall make any untrue or materially
misleading warranty, representation, or other statement
in the Agreement, Bonds or in any other instrument,
document, or letter now or hereafter furnished by the
Owner to the Trustee or any holder of the Bonds .
Section 6 . 04 Declaration of Principal and Interest
Due. Upon the happening of an Event of De ault, the
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Trustee may, in its discretion, or upon the written request
of the holders of at least 25% of the aggregate principal
amount of the Bonds then outstanding, and upon being
indemnified to the satisfaction of the Trustee , shall ,
declare the principal of all Bonds then outstanding, and the
interest accrued thereon immediately due and payable , and
such principal and interest , together with any applicable
agreed liquidated damages , and any applicable redemption
premium, and any other amounts then due, shall thereupon
become and be immediately due and payable , anything in the
Bonds , the Agreement, the Bond Resolution, or this Trust
Indenture to the contrary notwithstanding.
Section 6 . 05 Enforcement by Trustee. Upon the
happening of an Event ot De au tl , the Trustee may, in its
discretion, or upon the written request of the holders of at
least 25% of the aggregate principal amount of the Bonds
then outstanding, and upon being indemnified to the
satisfaction of the Trustee , shall , take such appropriate
action by judicial proceedings or otherwise to (i) cure the
Event of Default and/or (ii) require the Owner or the
Corporation to carry out its or their covenants and
obligations under and with respect to the Bonds , the
Agreement , the Bond Resolution, the Collateral Assignment,
the Note , the Deed of Trust , or this Trust Indenture,
including without limitation, the use and filing of actions
for specific performance , the appointment of a receiver (in
equity with power to charge and collect the Installment Loan
Payments) and mandamus proceedings , in any court of
competent jurisdiction, against the Corporation or the
Owner, their respective officers , directors , employees ,
and/or agents , and to obtain judgments for any Installment
Loan Payments due but unpaid into the Debt Service Fund, or
for any other amounts due hereunder, under the Bond
Resolution, or under the Agreement , including all amounts
due with respect to the Bonds then outstanding if declared
due and payable as provided herein, and/or (iii) exercise
any of the rights , remedies and powers accorded under the
Agreement , the Bond Resolution, the Collateral Assignment ,
the Note or the Deed of Trust.
Section 6 . 06 Non-Exclusive Remedies . No remedy
herein conferred upon or reserved to the Trustee is intended
to be exclusive of any other available remedy or remedies ,
but each and every such remedy shall be cumulative and shall
be in addition to every other remedy given hereunder or
under the Agreement, the Deed of Trust, the Bonds , the Bond
Resolution, the Note or the Collateral Assignment, or now
and hereafter existing at law or in equity or by statute.
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No delay or omission to exercise any right or power accruing
upon the happening of an Event of Default continuing as
aforesaid shall impair any such right or power or shall be
construed to be a waiver of any such Event of Default or
acquiescence therein, and every such right and power may be
exercised from time to time and so often as may be deemed
expedient.
Section 6 . 07 Waiver of Defaults . The Trustee may,
and upon the written request of the olders of 75% of the
aggregate principal amount of the Bonds then outstanding
shall , waive any Event of Default hereunder and its
consequences , except that an Event of Default in the payment
of Installment Loan Payments , or in the payment of any
amounts with respect to the Bonds when and as the same shall
become due and payable, may be waived only if the Event of
Default therein shall have been remedied and made good. In
case of any such waiver, the Corporation, the Owner, the
Trustee , and the holders of the Bonds shall be respectively
restored to their former position and rights hereunder and
such waiver shall not extend to any subsequent or other
Event of Default or impair any right consequent thereto.
Section 6 . 08 Discretion of Trustee. In the event
the Trustee shall receive conflicting or inconsistent
requests and indemnity from two or more groups of holders of
Bonds , each representing less than 75% of the aggregate
principal amount of Bonds then outstanding, the Trustee in
its sole discretion may determine what action, if any, shall
be taken, notwithstanding any other provisions of this Trust
Indenture.
Section 6 . 09_ Application of Moneys. All moneys
collected by the Trustee pursuant to the exercise of the
remedies and powers provided in this Article, together with
all other sums which then may be held by the Trustee under
any provision of this Trust Indenture as security for the
Bonds , shall be applied as follows ;
First, to the payment of the costs and
expenses of the proceedings whereunder such money
was collected, including a reasonable compensation
to the Trustee , its agents , attorneys , and all
other necessary or proper expenses , liabilities ,
and advances incurred or made by the Trustee under
this Trust Indenture, and to the payment of all
taxes , assessments , and liens superior to the lien
of this Trust Indenture;
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Second, to the payment of matured interest on
the Bonds , including, to the extent legally
permissible , interest thereon at the maximum
non-usurious per annum rate permitted by law from
due date to date of payment;
Third, to the payment of principal of,
redemption premium, if any, and agreed liquidated
damages , if any, on the Bonds which have been
called for redemption as permitted or required by
the Bond Resolution or have matured as provided
thereby, and interest thereon, to the extent
legally permissible , at the maximum non-usurious
per annum rate permitted by law from the date of
redemption or maturity to date of payment;
Fourth, to the payment of principal of the
Bonds which have become due by virtue of
declaration of the Trustee pursuant to Section
6. 04 hereof and interest thereon, to the extent
legally permissible , at the maximum non-usurious
per annum rate permitted by law from the date
declared due to date of payment;
Fifth, to the payment of any other sums owing
to the Trustee from the Owner; and
Sixth; to the payment of the surplus , if any,
to whomsoever may be lawfully entitled to receive
the same, or as a court of competent jurisdiction
may direct.
If in making distribution pursuant to the order above
stated, the amount available for distribution in a
particular classification be insufficient to pay in full all
of the items in such classification, the amount available
for distribution to items in such classification shall be
prorated among such items in the proportion that the amount
each item bears to the total of all such items . Notwith-
standing anything contained in this Trust Indenture to the
contrary, if the Trustee shall declare the principal of all
Bonds then outstanding and the interest accrued thereon
immediately due and payable as the result of an Event of
Default, or if the Bonds are to be redeemed as a whole
pursuant to mandatory redemption provisions provided in the
Bond Resolution, or if the Owner shall exercise any option
to redeem the Bonds as a whole in accordance with their
terms , any amounts remaining in the Construction Fund shall
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be deposited in the Debt Service Fund and applied by the
Trustee as provided in this Section 6 . 09.
Section 6 . 10 Judicial Proceedings . In any judicial
proceeding in which the Corporation is a party and which, in
the opinion of the Trustee or its counsel , has a substantial
bearing on the interests of the holders of the Bonds , the
Trustee, if permitted by the court having jurisdiction over
such proceeding, may, in its discretion, or upon the written
request of the holders of at least 25% of the aggregate
principal amount of the Bonds then outstanding, and upon
being indemnified to the satisfaction of the Trustee, shall ,
intervene on behalf of the holders of the Bonds to assert
the rights of such holders .
Section 6 . 11 Enforcement of Remedies Without
Possession of Bonds . All -rights o action or other rights
under this Trust Indenture or otherwise may be brought by
the Trustee in its own name as Trustee of an express trust
and may be enforced by the Trustee without the possession of
any of the Bonds or any interest coupons appertaining
thereto , or the production thereof on the trial or other
proceedings relative thereto.
Section 6. 12 Direction by 75% in Principal
Amount of Bondholders . It is expressly provided that the
holders of 50 of t e aggregate principal amount of the
Bonds then outstanding, or a committee appointed pursuant to
a written appointment filed with the Trustee (the
"Committee") , representing the holders of 75% of the
aggregate principal amount of the Bonds then outstanding,
shall have the right , at any time, by an instrument or
instruments in writing executed and delivered to the
Trustee , to direct the method and place of conducting all
proceedings to be taken in connection with the enforcement
of the Trustee ' s rights and remedies under the Agreement ,
the Bond Resolution, the Deed of Trust, the Note, the
Collateral Assignment or this Trust Indenture or the rights
of the holders of the Bonds and may exercise any right or
perform any action hereunder with the same effect as the
Trustee under this Trust Indenture; provided that such
direction shall not be otherwise than in accordance with the
provisions of law and of this Trust Indenture and provided
further that the Trustee shall be indemnified to its
satisfaction.
Section 6 . 13 Notice of Default. The Trustee shall
not be required to take notice nor a deemed to have notice
of any default specified in this Trust Indenture, except for
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those Events- of Default specified in Section 6 . 03 (1) , unless
specifically notified in writing of such default by the
holders of at least 25% of the aggregate principal amount of
the Bonds then outstanding.
Section 6 . 14 Concurrence of Bondholders . In deter-'
mining whether the holders of a requisite aggregate
principal amount of Bonds outstanding have concurred in any
request , demand, authorization, direction, notice, consent ,
or waiver under this Trust Indenture or the Bond Resolution,
any Bonds owned by or for the account of the Owner, or any
person controlled by, controlling, or under common control
with the Owner, shall be disregarded and deemed not to be
outstanding for the purpose of any such determination;
provided that for the purpose of determining whether the
Trustee shall be protected in relying upon any such request,
demand, authorization, direction, notice, consent , or
waiver, only the Bonds of which the Trustee has actual
knowledge of such ownership shall be so disregarded.
Section 6 . 15 Notice to Owner of Past Due Payments .
Pursuant to the Agreement , Insta ment Loan Payments are to
be paid by the Owner- directly to the Trustee. In the event
that any such payments are not timely made, the Trustee
shall immediately notify the Owner by wire at the address
provided in the Agreement or by telephonic notice with
confirmation of such notice by wire, that payment has not
been made. Such notice shall be deemed given at the time
the wire is received or telephonic notice is given,
whichever is earlier. Failure of the Trustee to give , or of
the Owner to receive , such notice shall not relieve the
Owner of any covenant or obligation under the Agreement, the
Bond Resolution, the Deed of Trust , the Note, the Collateral
Assignment , or this Trust Indenture and shall not constitute
a waiver of any Event of Default under this Trust Indenture.
ARTICLE VII
CONCERNING THE TRUSTEE
The Trustee accepts the trust imposed upon it by this
Trust Indenture , but only upon and subject to the following
express terms and conditions :
Section 7 . 01 Not Accountable for Bond Proceeds. In
no event shall the Trustee be liable- except for its gross
negligence or willful misconduct in relation to its duties
under this Trust Indenture and the Bond Resolution. The
Trustee shall not be responsible for any recitals herein, in
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the Bonds , the interest coupons , if any, appertaining
thereto , the Bond Resolution, the Agreement, the Deed of
Trust , the Collateral Assignment or the Note , or for the
sufficiency of the security for the Bonds or interest
coupons , if any, appertaining thereto . The Trustee shall
have no responsibility hereunder except to the extent of the
duties placed upon the Trustee to hold, administer, deposit ,
secure, invest, and use the Debt Service Fund and the
Construction Fund as expressly required by the Bond
Resolution, to the extent funds for such purposes are
received by the Trustee, and to perform the other express
covenants and agreements made by the Trustee under the
provisions of this Trust Indenture and the Bond Resolution.
Section 7 . 02 Reliance by Trustee. The Trustee may
rely and shall be protected in acting or refraining from
acting in accordance with the provisions of this Trust
Indenture and the Bond Resolution upon any notice,
requisition, request, consent, certificate, order,
affidavit , letter, telegram, or other paper or document
believed by it to be genuine and correct and to have been
signed or sent by the proper person or persons , and the
Trustee shall not be bound to recognize any person as holder
of Bonds or to take any action at his request , unless the
Bond or Bonds owned by such holder shall be deposited with
the Trustee , be registered in the name of such holder on the
Bond Registration Books kept by the Trustee, or submitted to
it for inspection. Any action taken by the Trustee pursuant
to this Trust Indenture upon the request or authority or
consent of any person who , at the time of making such
request or giving such authority or consent, is the holder
of any Bond secured hereby, shall be conclusive and binding
upon all future holders of the same Bond and of Bonds issued
in exchange therefor or in place thereof.
Section 7 . 03 Compensation. In addition to the fees
described in Section 7 . 07 , there shall be paid from the Debt
Service Fund the Trustee ' s reasonable expenses , advances ,
and fees of its counsel , engineers , accountants or other
experts , and its liabilities incurred in and about the
execution of the trusts hereby created and the exercise and
performance of the powers and duties of the Trustee
hereunder (except liabilities incurred as a result of the
gross negligence or willful misconduct of the Trustee , or as
provided in Section 15 (a) of the Bond Resolution) , and the
reasonable cost and expenses , including counsel fees , of
defending against liabilities . The Owner shall have the
same contest rights with respect to payments under this
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Section as the Owner has pursuant to Section 7. 07 of this
Trust Indenture.
Section 7 . 04 Limited Responsibilities . The respon-
sibilities of the Trustee elsewhere set forth herein shall
be further limited as follows :
(a) The Trustee shall . not be liable with
respect to any action taken or omitted to be taken
by it in good faith (i) in accordance with a
direction of the holders of Bonds pursuant to any
provision of this Trust Indenture relating to the
time , method, and place of conducting any
proceeding for any remedy available to the
Trustee , or exercising any trust or power
conferred upon the Trustee , under this Trust
Indenture, or (ii) exercising any trust or power
whether or not in accordance with such a
direction.
(b) No provision of this Trust Indenture
shall require the Trustee (i) to expend or risk
its own funds or otherwise incur any financial
liability in the performance of any of its duties
hereunder, or in the exercise of any of its rights
or powers , if it shall have reasonable grounds for
believing that repayment of such funds or adequate
indemnity against such risk or liability is not
reasonably assured to it , nor (ii) to take any
action, whether or not directed to take such
action by the holers of Bonds , pursuant to this
Trust Indenture, which in the judgment of the
Trustee would conflict with any rule of law, or
with the terms of this Trust Indenture, or would
be unjustly prejudicial to the holders of Bonds
not taking part in such direction. When acting
pursuant to the direction of any holders of Bonds
pursuant to this Trust Indenture, the Trustee may
take other action deemed proper by the Trustee
which is not inconsistent with such direction;
provided that the terms of this subparagraph (b)
shall not impose any additional duties or re-
sponsibilities upon the Trustee and shall not be
construed to limit the effect of subparagraph (a)
of this Section 7. 04 .
Section 7 . 05 Advice. The Trustee may act upon the
professional opinion or advice of counsel, reasonably
believed by the Trustee to be qualified in relation to the
r
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subject matter, whether retained by the Trustee , the Owner,
or the Corporation or otherwise , and the Trustee shall not
be responsible for anything suffered or done or not done by
it in good faith in accordance with any such opinion or
advice.
Section 7 . 06 Trustee May Own Bonds . Except as
prohibited by law, the Trustee may ecome the owner or
holder of any of the Bonds secured by this Trust Indenture
with the same rights which it would have if it were not the
Trustee; and nothing herein contained shall be construed to
prohibit the Trustee, either as principal or agent , from
engaging in or being interested in any financial or other
transaction with the Corporation or the Owner or from acting
as depository, trustee , or agent for any Committee or body
of holders of the Bonds or of other obligations of the
Corporation as freely as if it were not the Trustee.
Section 7 . 07 Fees . The Corporation has agreed with
the Owner in the Agreement and the Bond Resolution provides
that as part of the Installment Loan Payments , the Owner
shall pay to the Trustee , its customary charges for
performing the duties of the Trustee, Registrar, and Paying
Agent for the Bonds as set forth in the Schedule attached
hereto as Exhibit A. It is agreed by the Trustee that the
Owner may, without causing or creating a default or Event of
Default hereunder, contest in good faith (and withhold
payment of the contested amount) the reasonableness of any
extraordinary service charges , until such contest is
resolved; provided that in the event the reasonableness of
the charges is contested in a court proceeding, the
reasonable attorney' s fees of the prevailing party may be
adjudged against the other party. All payments due the
Trustee for such charges , fees , or expenses shall be paid by
the Owner and no such charges , fees , or expenses shall be
charged against or be payable by the Corporation, except the
initial fees and expenses of the Trustee which are paid as
part of the costs of issuance of the Bonds .
Section 7 . 08 Insurance. The Trustee shall have no
obligation or duty with respect to the insurance to be
maintained by the Owner on the Development.
ARTICLE VIII
SUCCESSOR TRUSTEE
Section 8 . 01 Resignation of Trustee. The Trustee
hereunder may at any time resign and--be discharged from all
I
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trusts created by this Trust Indenture by giving not less
than 60 days written notice to the Corporation, the Owner,
and to any holders of Bonds as shown on the Bond Registra-
tion Books kept by the Trustee , and such resignation shall
take effect upon the appointment of a temporary Trustee or a
successor Trustee by the holders of Bonds or by the Corpor-
ation as hereinafter provided.
Section 8 . 02 Removal of Trustee. The Trustee may be
discharged and removed at any time by an instrument or con-
current instruments in writing, delivered to the Trustee and
to the Corporation, and signed by the holders of 51% of the
aggregate principal amount of the then outstanding Bonds .
Section 8 . 03 Appointment of Successor Trustee. In
case the Trustee hereunder shall resign or be removed, or be
dissolved, or shall be in the course of dissolution or
liquidation, or otherwise become incapable of acting
hereunder, or in case the Trustee shall be taken under the
control of any public officer or officers , or of a receiver
appointed by a court , a successor may be appointed by the
holders of a majority of the aggregate principal amount of
the then outstanding Bonds by an instrument or concurrent
instruments in writing, signed by such holders of Bonds , or
by their attorneys-in-fact duly authorized in writing, and
delivered to the Corporation; provided that in any such
event the Corporation by an instrument executed by authority
of a resolution of its Board of Directors and signed by the
President or any Vice President and Secretary, may appoint a
temporary Trustee to fill such vacancy until a successor
Trustee shall be appointed by the holders of Bonds in the
manner above provided, and any such temporary Trustee so
appointed by the Corporation shall immediately and without
further act be superseded by the Trustee which is thereafter
so appointed by such holders of Bonds . Every such successor
of temporary Trustee so appointed by the Corporation shall
immediately and without further act be superseded by the
Trustee so appointed by such holders of Bonds . Every such
successor temporary Trustee shall be a trust company or bank
in good standing located in the State of Texas , and having a
capital and surplus of not less than Ten Million Dollars
($10 , 000 , 000) , if there be such a trust company or bank
willing, qualified, and able to accept the trust upon
reasonable and customary terms . In the event that no
appointment of a temporary or successor Trustee shall be
made pursuant to the foregoing provisions of this Article
within 60 days after the Trustee gives written notice of
resignation or the Trustee is removed, any holder of Bonds
or any retiring Trustee may apply to any court of competent
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jurisdiction for the appointment of a successor Trustee, and
such court may thereupon, after such notice, if any, as it
shall deem proper, prescribe or appoint a successor Trustee.
Section 8 . 04 Transfer to Successor Trustee. Every
successor Trustee appointed ereunder s a execute,
acknowledge , and deliver to its predecessor, the Corporation
and the Owner, an instrument in writing accepting such
appointment hereunder, and such successor Trustee, without
any further act, deed, or conveyance, shall become fully
vested with all the estates , rights , powers , trusts , duties ,
and obligations hereunder of its predecessor; but such
predecessor shall nevertheless , on the written request of
the Corporation, execute and deliver an instrument
transferring to such successor Trustee all of the estates ,
rights , powers , and trusts of such predecessor hereunder;
and every predecessor Trustee shall deliver all securities
and money held by it to its successor; provided that before
any such delivery is required or made , all reasonable,
customary, and legally accrued fees , advances , and expenses
of such predecessor Trustee shall be paid in full . Should a
deed, assignment , or instrument in writing from the
Corporation be required by any successor Trustee for more
fully and certainly vesting in such Trustee the estates ,
rights , powers , and duties hereby vested or intended to be
vested in the predecessor Trustee , any and all such deeds ,
assignments , and instruments in writing shall, on request,
be executed, acknowledged, and delivered by the Corporation.
Section 8 . 05 Merger or Consolidation of Trustee.
Any corporation or association into w is the Trustee, or
any successor to it in the trusts created by this Trust
Indenture, may be merged or converted or with which it is or
any successor to it may be consolidated, or any corporation
or association resulting from any merger, conversion, or
consolidation to which the Trustee or any successor to it
shall be a party, shall be the successor Trustee under this
Trust Indenture without the necessity of the execution or
filing of any paper or any other act on the part of any of
the parties hereto anything herein to the contrary
notwithstanding.
ARTICLE IX
RELEASE OF INDENTURE
Section 9. 01 Satisfaction of Indebtedness and
Release of Indenture. I w en the Bonds sR—aIl have become
due and paya e in accordance with their terms or as
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otherwise provided in this Trust Indenture , or shall have
been duly called for redemption, and the whole amount of the
principal , redemption premium, if any, and the interest so
due and payable upon all of the Bonds , and the agreed
liquidated damages , if any, with respect to the Bonds then
due, shall be paid, or sufficient money shall be held by the
Trustee for such purpose , and provision shall also be made
for paying all other sums payable hereunder and/or under the
Agreement and the Bond Resolution by _the Owner, then and in
that case all right , title , and interest of the Trustee in
the presents and the estate and rights hereby granted shall
thereupon cease , determine, and become void, and the Trustee
in such case shall release this Trust Indenture and shall
execute such documents to evidence such release as may be
reasonably required by the Corporation and the Owner, and
shall turn over any surplus funds held by it to whomsoever
may then be entitled pursuant to the Bond Resolution, the
Agreement , or by law to receive the same; and thereupon this
Trust Indenture shall terminate and be of no effect; pro-
vided that until the Bonds are finally paid, the Trustee
shall continue to act as Paying Agent and Registrar for the
Bonds .
ARTICLE X
AMENDMENTS
This Trust Indenture may be amended only as provided in
the Bond Resolution; provided that Additional Bonds may be
issued pursuant to the Bond Resolution as provided therein,
and may be secured by this Trust Indenture without the
necessity of amending or supplementing this Trust Indenture.
ARTICLE XI
MISCELLANEOUS PROVISIONS
Section 11 . 01 Acknowledgments and Ownership of Bonds .
Any request, direction, consent , or other instrument
required by this Trust Indenture to be signed or executed by
holders of Bonds may be in any number of concurrent writings
of similar tenor and may be signed or executed by such
holders of Bonds in person or by an agent appointed in
writing. Proof of the execution of any instrument , or of
the writing appointing such agent , and of the holding and
owning of the Bonds , if made in the following manner, shall
be sufficient for any purpose of this Trust Indenture and
shall be conclusive in favor of the Trustee with regard to
any action taken by it under such instrument:
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(i) the fact, date , and due authorization of the
execution by any person or of any such instrument may
be proved by the certificate of any officer, in any
jurisdiction, who , by the laws thereof, has power to
take acknowledgments within such jurisdiction to the
effect that the person signing such instrument acknowl-
edged before him the execution thereof, or by an
affidavit of a witness to such execution.
(ii) the fact of the holding and owning of the
Bonds by any holder thereof, the amount and numbers of
such Bonds , and the date of his holding and owning same
may be proved by the appropriate entries in the Bond
Registration Books maintained by the Trustee as
Registrar, and the Trustee may conclusively assume that
such ownership continued until written notice to the
contrary is served upon the Trustee.
Section 11 . 02 Trustee May Require Proof of Ownership.
Nothing contained in- Article shall be construed as
limiting the Trustee to the proof hereinabove specified, it
being intended that the Trustee may accept any other
evidence of the matters herein stated which it may deem
sufficient.
Section 11 . 03 Consent of Bondholders . Unless other-
wise provided in the Bond Reso ution, any request or consent
of any holder of Bonds shall bind every future holder of the
same Bond in respect of anything done by the Trustee in
pursuance of such request or consent. In the event of the
dissolution of the Corporation, all of the covenants ,
stipulations , promises , and agreements in this Trust
Indenture contained by, on behalf of, or for the benefit of
the Corporation, shall bind or inure to the benefit of the
successor or successors of the Corporation from time to time
and any officer, board, or commission to whom or to which
any power or duty affecting such covenants , stipulations ,
promises , and agreements shall be transferred by or in
accordance with law.
Section 11 . 04 Survival of Valid Bonds . If any Bond
shall not be presented or payment when the principal
thereof becomes due, either at maturity or at the date fixed
for redemption thereof or otherwise , or in the event any
coupons shall not be presented for payment at the due date
thereof, all liability of the Corporation and the Owner to
the holders thereof and to the Trustee for the payment of
such Bond or coupons , as the case may be , shall forthwith
cease, determine, and be completely discharged whenever
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funds sufficient to pay such Bond or coupons shall be paid
to the Trustee by the Corporation and/or the Owner and such
funds shall be segregated by the Trustee and held in trust
for the benefit of the holders of such Bond or coupons , as
the case may be, who shall thereafter be restricted
exclusively to such funds for the satisfaction of any claim
of whatever nature on their part relating to such Bond or
coupons .
Section 11 . 05 Unclaimed Funds . Any money deposited
with the Trustee in trust for the payment of the principal
of, redemption premium, if any, agreed liquidated damages ,
if any, or interest on any Bond and remaining unclaimed for
six years after such principal of, redemption premium, if
any, agreed liquidated damages , if any, or interest on such
Bond has become due and payable shall be paid to the
Corporation and/or the Owner as provided in the Bond
Resolution; provided that before the Trustee shall be
required to make any such repayment, the Trustee may at the
expense of the Owner cause to be published at least once , in
a financial newspaper , journal , or publication of general
circulation in the City of New York, New York, or in the
State of Texas , a notice that such money remains unclaimed
and that , after a date specified therein, which shall not be
less than 30 days from the date of such publication, any
unclaimed balance of such money then remaining will be
repaid to the Corporation and/or the Owner. After the
payment of such unclaimed moneys to the Corporation and/or
the Owner, the holder of such Bond or the holder of the
relevant coupon shall thereafter look only to the Owner for
the payment thereof, and all liability of the Trustee with
respect to such money shall thereupon cease.
Section 11 . 06 Rights of Parties . Except as otherwise
expressly provided herein, not ing in this Trust Indenture
expressed or implied is intended or shall be construed to
confer upon any person, firm, or corporation other than the
Owner, the Corporation, the Trustee , and the holders of
Bonds , any right , remedy, or claim, legal or equitable ,
under or by reason of this Trust Indenture or any covenant,
condition, or stipulation contained herein.
Section 11 . 07 Severabilit . In case any one or more
of the provisions of this Trust Indenture or of the Bonds or
any interest coupons appertaining thereto shall be held to
be invalid or ineffective as to any person or circumstance,
the remainder thereof and the application of such provision
to persons or circumstances other than those as to which it
is held invalid shall not be affected thereby.
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Section 11 . 08 Governing Law. The validity, interpre-
tation, and performance of this Trust Indenture shall be
governed by the laws of the State of Texas .
ARTICLE XII
RECORDING
Section 12. 01 Corporation and Trustee to Record. The
Corporation shall cause the Agreement and this Trust Inden-
ture (or financing or other statements with respect thereto)
to be filed with the Secretary of State of Texas in order to
secure the lien of this Trust Indenture. The Trustee shall
cause any additional security instruments delivered to the
Trustee as additional security for the Bonds , memorandum,
financing statements , or continuation statements with
respect to such instruments , amendments , or supplements to
be filed, registered, and recorded and to be refiled,
reregistered, and rerecorded in such manner and in such
places as may be required by any present or future law in
order to publish notice of and fully to protect the lien of
the rights and security of the holders of the Bonds and the
rights of the Trustee under the Agreement , the Bond
Resolution, the Note, the Collateral Assignment , and this
Trust Indenture and perform or cause to be performed from
time to time any other act as required by law, and execute
and file or cause to be executed and filed any and all
instruments of further assurance, that may be necessary for
such publication and protection. Provided, however, the
Trustee may act upon the opinion or advice of any legal
counsel as to action required hereunder. The Corporation
shall, when so requested by the Trustee , execute all such
instruments , memoranda, or statements necessary to maintain,
protect , or preserve the interests assigned to the Trustee
under this Trust Indenture or under such other instruments .
Section 12. 02 Non-Encumbrance. This Trust Indenture
is and always shall remain a direct lien and security
interest upon the Installment Loan Payments , the Debt
Service Fund, and the Construction Fund, and except as
provided in the Bond Resolution, the Corporation will not
create or suffer to be created any lien prior to or on a
parity with the lien of this Trust Indenture or any part
thereof.
IN WITNESS WHEREOF, the Corporation acting through its
Board of Directors , has caused this Trust Indenture to be
executed in multiple counterparts , each of which shall be
considered an original for all purposes , in its name , and
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for and on its behalf, by its President or a Vice President
and attested by its Secretary, and its corporate seal to be
hereto affixed; and the Trustee , to evidence its acceptance
of the trusts hereby created and vested in it , has caused
this Trust Indenture to be executed in multiple
counterparts , each of which shall be considered an original
for all purposes , in its behalf by one of its Vice
Presidents , attested by one of its Trust Officers or its
Secretary, and its corporate seal to be hereunto affixed,
all as of the date first written.
BEAUMONT HOUSING FINANCE
ATTEST: CORPORATION
By:
Its .
(SEAL)
CORPORATION
ATTEST: INTERFIRST BANK-BEAUMONT
By:
Its .
(SEAL) TRUSTEE
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THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
BEFORE ME, the undersigned authority, on this day
personally appeared ,
of Beaumont Housing Finance Corporation, known to me to be
the person and officer whose name is subscribed to the
foregoing instrument , and acknowledged to me that he
executed the same for the purposes and consideration therein
expressed, in the capacity therein stated and as the act and
deed of said Corporation.
GIVEN UNDER MY HAND AND SEAL OF OFFICE on this the
day of 1983 .
Notary Public, State of Texas
Typed or Printed Name
My Commission Expires :
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THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
BEFORE ME, the undersigned authority, on this day per-
sonally appeared of
InterFirst Bank-Beaumont , a state an ing corporation, known
to me to be the person and officer whose name is subscribed
to the foregoing instrument , and acknowledged to me that he
executed the same for the purposes and consideration therein
expressed, in the capacity therein stated and as the act and
deed of said Bank.
GIVEN UNDER MY HAND AND SEAL OF OFFICE on this the
day of 1983 .
Notary Public , State of Texas
Typed or Printed Name
My Commission expires :
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