HEPOA Governing Documents

Official documents that govern Heritage Estates Property Owners Association

Important: These documents are legally binding for all property owners. Please review them carefully and contact the Board with any questions.

📋 Current Policies & Rules

Board-adopted policies and rules that supplement the governing documents. These may be updated periodically by Board resolution.

Policies (mandated by NC laws and/or our insurance providers.)
HEPOA Ethics and Conflict-of-Interest Policy
HEPOA Fraud Prevention Policy
HEPOA Anti-Harassment Policy
HEPOA Fiscal Controls Policy

📚 Core Governing Documents

The foundational legal documents of Heritage Estates POA including CC&Rs (Covenants, Conditions & Restrictions), Bylaws, and Articles of Incorporation.

Year	CURRENT GOVERNING DOCUMENTS
2026	Overview and Timeline of Edits on Covenants Amendment Work Version Comparisons: Questions and Answers 1. Original Swanson Version 2. Redline of Committee First Edits 3. After Second Meeting with Swanson to Review Committee’s Edits 4. Redline after Committee edits with member feedback 5. Redline with edits after Sheldon/Greyson’s lawyer reviewed it and offered some suggestions 6. Bullet list of Swanson’s feedback from the version sent to him Dec8 7. The Final Version Sent to Committee by Swanson after a Zoom meeting to review the bullet list. (This file is numbered 08 because 07 was what he sent, and on April 30 I had his paralegal resend to me what he had sent as the final, thinking we may have printed an old document by accident. 8. Committee’s latest version with edits from Swanson’s bullet list (what we thought we were getting). 9. Swanson sent as a New Proposed Final on May 19.
2025	Lawyer comments and Board response on final reviews Sent to Lawyer(Swanson) for Final Review Explanation of changes from member feedback Post-Mailed Out Covenants With Edits
2024	Current Architectural Checklist (supersedes 2021 and 2009 versions)
2023	Current Bylaws (Passed May 2023 with 96% of ballots). Supersedes 2016 and 2009 versions)
2008	July 16, 2008 HEPOA Articles of Incorporation
1999	1999 Heritage Estates Record Map Plat Book 0005 Page 0566 Current with the following 1999 to 2006 Declarant alterations: * BK 328/1279 * BK 326/686 * BK 326/683 * BK 282/1490 * BK 282/1493 List does not include various post-1999 non-declarant easements and other lot-specific matters of record.
1999	1999 Heritage Estates Restrictive Covenants – Deed Book 0244 Page 2255
1998	1998 Heritage Estates Warranty Deed – Book 235 Page 1274
1998	Nov 18, 1998 Heritage Estates, Inc. Articles of Incorporation

📖 Understanding These Documents

CC&Rs: Define property use restrictions and owner obligations
Bylaws: Establish how the association operates
Articles: Legal formation documents
Policies: Board-adopted rules and procedures

⚖️ Document Hierarchy

In case of conflicts:

State & Federal Law
Recorded CC&Rs
Articles of Incorporation
Bylaws
Board Policies & Rules

✏️ Amendments

Changes to governing documents typically require owner approval.

Questions?
Contact the Board Secretary for clarification on any document.

Compliance & Enforcement

All property owners are bound by these governing documents as a condition of property ownership. The Board has a fiduciary duty to enforce these documents fairly and consistently for the benefit of the entire community.

Contact the Board