PRINTER'S NO. 2197
No. 1836 Session of 1993
INTRODUCED BY CURRY, GEORGE, KUKOVICH, VEON, D. R. WRIGHT, ROONEY, GODSHALL, FREEMAN, YEWCIC, STERN, STABACK, CARONE, PISTELLA, FAJT, STEELMAN, NICKOL, BUNT, BEBKO-JONES, RAYMOND, MIHALICH, JOSEPHS, TRELLO, B. SMITH, McCALL, LEVDANSKY, FAIRCHILD AND LAUGHLIN, JUNE 21, 1993
REFERRED TO COMMITTEE ON CONSERVATION, JUNE 21, 1993
AN ACT 1 Providing for the creation, conveyance, acceptance, duration and 2 validity of conservation and preservation easements; and 3 providing for judicial actions. 4 The General Assembly of the Commonwealth of Pennsylvania 5 hereby enacts as follows: 6 Section 1. Short title. 7 This act shall be known and may be cited as the Conservation 8 and Preservation Easements Act. 9 Section 2. Purpose of act. 10 The General Assembly recognizes the importance and 11 significant public benefit of conservation and preservation 12 easements in its ongoing efforts to protect the natural, 13 historic, agricultural, open-space and scenic resources of this 14 Commonwealth. 15 Section 3. Definitions. 16 The following words and phrases when used in this act shall 17 have the meanings given to them in this section unless the
1 context clearly indicates otherwise: 2 "Conservation easement." A nonpossessory interest of a 3 holder in real property, whether appurtenant or in gross, 4 imposing limitations or affirmative obligations, the purposes of 5 which include, but are not limited to, retaining or protecting 6 natural, scenic or open-space values of real property; assuring 7 its availability for agricultural, forest, recreational or open- 8 space use; protecting natural resources and wildlife; 9 maintaining or enhancing land, air or water quality, or 10 preserving the historical, architectural, archaeological or 11 cultural aspects of real property. 12 "Holder." The term includes the following: 13 (1) A governmental body empowered to hold an interest in 14 real property under the laws of this Commonwealth or the 15 United States. 16 (2) A charitable corporation, charitable association or 17 charitable trust registered with the Bureau of Charitable 18 Organizations of the Department of State and exempt from 19 taxation pursuant to section 501(c)(3) of the Internal 20 Revenue Code of 1986 (Public Law 99-514, 26 U.S.C. § 21 501(c)(3)), or other Federal or Commonwealth statutes or 22 regulations, the purposes or powers of which include 23 retaining or protecting the natural, scenic, agricultural or 24 open-space values of real property; assuring the availability 25 of real property for agricultural, forest, recreational or 26 open-space use; protecting natural resources and wildlife; 27 maintaining or enhancing land, air or water quality, or 28 preserving the historical, architectural, archaeological or 29 cultural aspects of real property. 30 "Preservation easement." A nonpossessory interest in an 19930H1836B2197 - 2 -
1 historical building. 2 "Third-party right of enforcement." A right provided in a 3 conservation or preservation easement, in order to enforce any 4 of its terms, granted to a governmental body, charitable 5 corporation, charitable association or charitable trust, which, 6 although eligible to be a holder, is not a holder. 7 Section 4. Creation, transfer and duration. 8 (a) Action affecting an easement.--Except as otherwise 9 provided in this act, a conservation or preservation easement 10 may be created, conveyed, recorded, assigned, released, 11 modified, terminated or otherwise altered or affected in the 12 same manner as other easements, as long as the conservation and 13 preservation purposes of this act, set forth in section 3, 14 continue to be served. 15 (b) Acceptance.--No right or duty of a holder, successive 16 holder named in the easement deed or person having a third-party 17 right of enforcement arises under a conservation or preservation 18 easement before the easement's acceptance by the holder, 19 successive holder or third party with right of enforcement. 20 (c) Duration.--Except as provided in section 5(b), a 21 conservation or preservation easement is perpetual in duration 22 unless the instrument creating it provides otherwise. 23 (d) Existing interests.--An interest in real property in 24 existence at the time a conservation or preservation easement is 25 created is not impaired by it unless the owner of the interest 26 is a party to the easement or consents to it. 27 Section 5. Judicial and related actions. 28 (a) General rule.--An action affecting a conservation or 29 preservation easement may be brought by any of the following: 30 (1) An owner of an interest in the real property 19930H1836B2197 - 3 -
1 burdened by the easement. 2 (2) A holder of the easement. 3 (3) A person having a third-party right of enforcement. 4 (4) A person authorized by another law. 5 (b) Power of court.--This act does not affect the power of a 6 court to modify or terminate a conservation or preservation 7 easement in accordance with the principles of law and equity as 8 long as the public policy of this act as stated under section 2 9 is carried out to the fullest extent and the easement construed 10 broadly to effect that policy. Any general rule of construction 11 to the contrary notwithstanding, conservation and preservation 12 easements shall be liberally construed in favor of the grants 13 contained therein to effect the purposes of those easements and 14 the policy and purpose of this act. 15 (c) Impairment of rights.--Nothing in this act shall be 16 construed so as to impair the right of an entity with eminent 17 domain authority to exercise this authority over real property 18 subject to a conservation easement, or in lieu thereof to 19 purchase rights for its public purposes over real property 20 subject to a conservation easement without resort to 21 condemnation. 22 (d) Just compensation.--A court order issued under 23 subsection (c) or a purchase agreement in lieu of condemnation 24 shall provide for the holder of the easement to be compensated 25 for the fair market value of the easement as affected by the 26 court's adjudication or by the purchase in lieu of condemnation. 27 Any damages received by the holder shall be applied solely to 28 the public benefit in accordance with its charter or articles of 29 incorporation. 30 Section 6. Validity. 19930H1836B2197 - 4 -
1 A conservation or preservation easement is valid even though: 2 (1) it is not appurtenant to an interest in real 3 property; 4 (2) it can be or has been assigned to another holder; 5 (3) it is not of a character that has been recognized 6 traditionally at common law; 7 (4) it imposes a negative burden; 8 (5) it imposes affirmative obligations upon the owner of 9 an interest in the burdened property or upon the holder; 10 (6) the benefit does not touch or concern real property; 11 or 12 (7) there is no privity of estate or of contract. 13 Section 7. Applicability. 14 (a) Interests created after effective date.--This act shall 15 apply to any interest created after its effective date which 16 complies with this act, whether designated as a conservation or 17 preservation easement or as a covenant, equitable servitude, 18 restriction, easement or otherwise. 19 (b) Interests created before effective date.--This act shall 20 apply to any interest created before its effective date if the 21 interest would have been enforceable had it been created after 22 its effective date, unless retroactive application contravenes 23 the constitution or laws of the United States or of this 24 Commonwealth. 25 (c) Enforceable interests not invalidated.--This act does 26 not invalidate any interest, whether designated as a 27 conservation or preservation easement or as a covenant, 28 equitable servitude, restriction, easement or otherwise, that is 29 enforceable under another law of this Commonwealth. 30 (d) Agricultural Area Security Law.--Notwithstanding any 19930H1836B2197 - 5 -
1 other provision of this act, nothing contained in this act shall 2 be construed as altering, modifying or superseding either the 3 method of creating agricultural conservation easements or the 4 rights, duties, powers and obligations appurtenant to these 5 easements under the act of June 30, 1981 (P.L.128, No.43), known 6 as the Agricultural Area Security Law. 7 Section 8. Uniformity of application and construction. 8 This act shall be applied and construed to effectuate its 9 general purpose to make uniform the laws with respect to the 10 subject of this act among states enacting similar laws. 11 Section 9. Effective date. 12 This act shall take effect in 60 days. C5L02PJP/19930H1836B2197 - 6 -