HomeMy WebLinkAboutSMITH, DAVID BUSH (THE DAVID BUSH SMITH LIVING TRUST)RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk's Office
Recorded in Official Records, Orange County
Hugh Nguyen, Clerk -Recorder
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* E R O C 1 5 2 3 6 4 9 9$*
202400028876710:45 am 11/05/24
503 RWlA Al2 19
0.00 0.00 0.00 0.00 54.00 0.00 0.000.000.00 0.00
FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
Return FULLY EXECUTED
Copy to City Clerk, M-30 HISTORIC PROPERTY PRESERVATION AGREEMENT A-2024-164
o. v5A(l) This Historic Property Preservation Agreement ("Agreement") is made and entered into
4'-'e) by and between the City of Santa Ana, a charter city and municipal corporation duly organized
and existing under the Constitution and laws of the of the State of California (hereinafter referred
NOV O k 2024o as "City"), and David Bush Smith, Trustee of The David Bush Smith Living Trust dated
July 15, 2009, (hereinafter collectively referred to as "Owner"), owner of real property located at
825 North Lacy Street, Santa Ana, California, in the County of Orange and listed on the Santa
Ana Register of Historical Properties.
RECITALS
A. The City Council of the City of Santa Ana is authorized by California
Government Code Section 50280 et seq. (known as the "Mills Act") to enter into
contracts with owners of qualified historical properties to provide for appropriate
use, maintenance, rehabilitation and restoration such that these historic properties
retain their historic character and integrity.
B. The Owner possesses fee title in and to that certain qualified real property
together with associated structures and improvements thereon, located at 825
North Lacy Street, Santa Ana, CA, 92701 and more particularly described in
Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter
referred to as the "Historic Property."
C. The Historic Property is officially designated on the Santa Ana Register of
Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana
Municipal Code.
D. City and Owner, for their mutual benefit, now desire to enter into this Agreement
which defines and limits the use and alteration of this Historic Property in order to
enhance and maintain its value as a cultural and historical resource for Owner and
for the community; to prevent inappropriate alterations to the Historic Property
and to ensure that repairs, additions, new building, and other changes are
appropriate; and to ensure that rehabilitation and maintenance are carried out in an
exemplary manner.
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
E. Owner and City intend to carry out the purposes of California Government Code,
Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which
will enable the Historic Property to qualify for an assessment of valuation as a
restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3
Part 2 of Division 1 of the California Tax and Revenue Code.
NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property
agree as follows:
1. Effective Date and Terms of Agreement.
This Agreement shall be effective and commence on October 2, 2024, and shall remain
in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective
date of this Agreement, such initial term will automatically be extended as provided in California
Government Code Sections 50280 through 50290 and in Section 2, below.
2. Renewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall
automatically be added to the initial ten (10) year term of this Agreement unless written notice of
nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the
Owner or City shall serve written notice of nomenewal of the Agreement on the other party.
Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual
renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual
renewal date, one (1) year shall automatically be added to the term of the Agreement as provided
herein.
C. Within 30 days from receipt of City's notice of nomenewal, the Owner may file a
written protest of City's decision of nonrenewal. The City may, at any time prior to the annual
renewal date of the Agreement, withdraw its notice to the Owner of nomenewal.
d. If either the Owner or the City serves notice to the other of nomenewal in any
year, the Agreement shall remain in effect for the balance of the term then remaining, either from
its original execution or from the last renewal of the Agreement, whichever may apply.
3. Standards and Conditions for Historic Property.
During the term of this Agreement, the Historic Property shall be subject to the following
conditions, requirements and restrictions:
a. Owner shall maintain the Historic Property in a good state of repair and shall
preserve, maintain, and, where necessary, restore or rehabilitate the property and its character -
defining features described in the "Historical Property Description" attached hereto, marked as
Exhibit B, notably the general architectural form, style, materials, design, scale, proportions,
organization of windows, doors, and other openings, textures, details, mass, roof line, porch and
other aspects of the appearance of the exterior to the satisfaction of the City.
-2-
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
b. All changes to the Historic Property shall comply with applicable City plans and
regulations, and conform to the rules and regulations of the Office of Historic Preservation of the
State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards
and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked
as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the
Historic Property in the same or better condition.
C. A view corridor enabling the general public to see the Historic Property from the
public right-of-way shall be maintained, and Owner shall not be permitted to block the view
corridor to the property with any new structure, such as walls, fences or shrubbery, so as to
prevent the viewing of the historic landmark by the public.
d. The following are prohibited: demolition of the Historic Property or destruction of
character -defining features of the building or site; removal of trees and other major vegetation
unless removal is approved by a rehabilitation plan approved by the Historic Resources
Commission; paving of yard surface; exterior alterations or additions unless approved by the
Historic Resources Commission and such alterations are in keeping with the Secretary of
Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs,
doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as
cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is
unsightly by reason of its height, condition, or inappropriate location.
e. Owner shall allow reasonable periodic inspection by prior appointment, as needed
or at least every five (5) years after the initial inspection, of the interior and exterior of the
Historic Property by representatives of the City of Santa Ana, the County Assessor, the State
Department of Parks and Recreation, and the State Board of Equalization, to determine the
Owner's compliance with the terms and provisions of this Agreement.
f. Owner shall implement the rehabilitation and restoration work items as discussed
in detail in Exhibit D, "Proposed Structure Improvements" and the City Council Historic
Property Preservation Agreement (HPPA No. 2024-08) staff report dated July 15, 2024. All work
items shall be completed within the first ten years of the Mills Act Agreement. Proof of
completion, as requested by the City of Santa Ana, will be required in order to satisfy and
maintain the Mills Act Agreement. Staff approval is required before items are amended or
removed/replaced from the improvements list.
4. Furnishing of Information.
The Owner hereby agrees to furnish the City with any and all information requested
which may be necessary or advisable to determine compliance with the terms and provisions of
this Agreement.
5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth
in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the
01
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
Owner have breached any of the conditions of this Agreement, or has allowed the property to
deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or
if the City determines that the Owner have failed to restore or rehabilitate the property in the
manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the
Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code
Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half
(12 1/2) percent by Government Code Section 50286) of the current fair market value of the
property at the time of the cancellation, as determined by the county assessor, without regard to
any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural
disaster such that in the opinion of the City Building Official more than sixty (60) percent of the
original fabric of the structure must be replaced, this Agreement shall be canceled immediately
because, in effect, the historic value of the structure will have been destroyed. No fee shall be
imposed in the case of destruction by acts of God or natural disaster,
C. If the Historic Property is acquired by eminent domain and the City Council
determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be
cancelled and no fee imposed, as specified in Government Code Section 50288.
6. Enforcement of Agreement.
a. In lieu of and/or in addition to any provisions to cancel the Agreement as
referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the
Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner,
the City shall give written notice to Owner by registered or certified mail, and if such a violation
is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30)
days thereafter, or if not corrected within such a reasonable time as may be required to cure the
breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure
the breach or default may be commenced within thirty (30) days and shall thereafter be diligently
pursued to completion by Owner), then City may, without further notice, declare a default under
the terms of this Agreement and may bring any action necessary to specifically enforce the
obligations of Owner growing out of the terms of this Agreement, apply to any court, state or
federal, for injunctive relief against any violation by Owner or apply for such relief as may be
appropriate.
b. City does not waive any claim of default by the Owner if City does not enforce or
cancel this Agreement. All other remedies at law or in equity which are not otherwise provided
for in this Agreement or in City's regulations governing historic properties are available to City
to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach
or default under this Agreement shall be deemed to be a waiver of any other subsequent breach
thereof or default hereunder.
-4-
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
7. Binding effect of Agreement.
a. Owner hereby subjects the Historic Property, located at 825 North Lacy Street,
Assessor Parcel Number, 398-042-01, and more particularly described in Exhibit A, in the City
of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement.
b. City and Owner hereby declare their specific intent that the covenants, conditions
and restrictions as set forth herein shall be deemed covenants running with the land and shall
pass to and be binding upon Owner's successors and assigns in title or interest to the Historic
Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying
the Historic Property or any portion thereof, shall conclusively be held to have been executed,
delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this
Agreement regardless of whether such covenants, conditions and restrictions are set forth in such
contract, deed, or other instrument.
C. This property is listed in the Santa Ana Register of Historical Properties
(Register). In any real property transaction, the owner of this property or the owner's
representative shall provide the buyer of this property with notice that the property is listed on
the City's historic Register.
8. No Compensation.
Owner shall not receive any payment from City in consideration of the obligation
imposed under this Agreement, it being recognized that the consideration for the execution of
this Agreement is the substantial public benefit to be derived therefrom and the advantage that
will accrue to Owner as a result of the effect upon the assessed value of the Property on the
account of the restrictions on the use and preservation of the Property.
9. Notice.
Any notice required by the terms of this Agreement shall be sent to the address of the
respective parties as specified below or at other addresses that may be later specified by the
parties hereto.
City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk's Office
Owners: David Bush Smith, Trustee of The David Bush Smith Living Trust dated July 15,
2009
Attn: David Bush Smith
825 North Lacy Street
Santa Ana, CA 92701
-5-
MILLSACTAGRI LMENT
825 North Lacy Street
Santa Ana, CA 92701
10. General Provisions.
a. None of the terms, provisions, or conditions of this Agreement shall be deemed
to create a partnership between the parties hereto and any of their heirs, successors, or assigns,
nor shall such terms, provisions or conditions cause them to be considered joint ventures or
members of any joint enterprise.
b. The Owner agrees to and shall indemnify and hold the City and its elected and
appointed officials, officers, agents, and employees harmless from liability for damage or claims
for damage for personal injuries, including death, and claims for property damage which may
arise from the direct or indirect use or operations of the Owner or those of his or her contractor,
subcontractor, agent, employee, or other person acting on his or her behalf which relates to the
use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall
defend the City and its elected and appointed officials, officers, agents, and employees with
respect to any and all actions for damages caused by, or alleged to have been caused by, reason
of the Owner's activities in connection with the Historic Property.
C. This hold harmless provision applies to all damages and claims for damages
suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the
operations referred to in this Agreement regardless of whether or not City prepared, supplied, or
approved the plans, specifications or other documents for the Historic Property.
d. All of the agreements, rights, covenants, conditions, and restrictions contained
in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their
heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of
the Historic Property, whether by operation of law on in any manner whatsoever.
C. In the event legal proceedings are brought by any party or parties to enforce or
restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to
determine the rights and duties of any party hereunder, the prevailing party in such proceeding
may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and
other relief ordered by the court.
f. In the event that any of the provisions of this Agreement are held to be
unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive
legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall
not be effected thereby.
g. This Agreement shall be construed and governed in accordance with the laws of
the State of California, with venue in Orange County.
6-
MILLSACTACREEMENT
825 North Lacy Street
Santa Ann, CA 92701
11. Recordation.
No later than twenty (20) days after the parties execute and enter into this Agreement, the
City shall cause this Agreement to be recorded in the office of the County Recorder of the
County of Orange.
12. Amendments.
This Agreement may be amended, in whole or in part, only by a written recorded
instrument executed by the parties hereto.
13. Effective Date
This Agreement shall be effective on the day and year first written above in Section 1.
{Signature page follows)
-7-
ATTEST:
OWNER
Date: iiil(F✓ z4
APPROVED AS TO FORM:
SONIA CARVALHO
City Attorney
y�
BRANDON SALVATIERRA
Deputy City Attorney
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
CITY OF SANTA ANA
ALVARO NUNEZ
City Manager
By:
DAVID BUSH SMITH
Trustee of The David Bush Smith Living
Trust dated July 15, 2009
RECOMMENDED FOR APPROVAL:
MINH THAI
Executive Director
Planning and Building Agency
-8-
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of ORANGE
On 10/16/2024
before me, MEHRAN HEMMATKHANI/Notary public
(insert name and title of the officer)
personally appeared DAVID BUSH SMITH
who proved to me on the basis of satisfactory evidence to be the person(* whose name(k) is/are
subscribed to the within instrument and acknowledged to me that he/sane/tta� executed the same in
his/hNr/their authorized capacity(iK), and that by his/har/their signature(94 on the instrument the
person(s), or the entity upon behalf of which the person(s,) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature L(Seal)
*11"
Notary Public - CaliforniaOrange County
Commission k 2436565My Comm, Expires Feb 2, 2027 '
CALIFORNIA ACKNOWLEDGMENT CIVIL CODE § 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document
to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of OQ
On DC-�r 3112DZ t�I
before me, EVP�4Vl TJ�oGYYG1 IN�Iuru pU%�IG
Date —Here Insert Name and Title of A Officer
personally appeared Nyog N 1.1 Z
Nome(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed
to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity
upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the
EVELYN IBARRA laws of the State of California that the foregoing
N•tary Ell, - Callfornla
0nn„c,nry $ paragraph is true and correct.
COMM1111an r 2460063
NyCamm.ra0lru•ay3,3o3e WITNESS my hand and official seal.
Signature ��XL
Place Notary Seal and/or Stamp Above Sign ure of Notary Public
Completing this information can deter alteration of the document or
fraudulent reattachment of this form to an unintended document.
Description of Attached Document
Title or Type of Document:
Document Date:
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Signer's Name:
❑ Corporate Officer — Title(s):
❑ Partner — ❑ Limited ❑ General
❑ Individual ❑ Attorney in Fact
❑ Trustee ❑ Guardian or Conservator
❑ Other:
Signer is Representing:
02019 National Notary Association
Numberof Pages:
Signer's Name:
❑ Corporate Officer — Title(s):
❑ Partner— ❑ Limited ❑ General
❑ Individual ❑ Attorney in Fact
❑ Trustee ❑ Guardian or Conservator
❑ Other:
Signer is Representing:
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
EXHIBIT A
LEGAL DESCRIPTION
THE LAND HEREINAFTER REFERRED TO IS SITUATED IN THE CITY OF SANTA
ANA, COUNTY OF ORANGE, STATE OF CA, AND IS DESCRIBED AS FOLLOWS:
LOTS 4, 5, 6 AND THE SOUTHEASTERLY 15.00 FEET OF LOT 3, IN BLOCK 74 OF THE
TOWN OF SANTA ANA EAST, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE,
STATE OF CALIFORNIA, AS PER MAP RECORDED IN BLOCK 10 PAGES 43 AND 44 OF
MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID
COUNTY, EXCEPTING THEREFROM THE SOUTHEASTERLY 20.00 FEET OF SAID LOT
6.
Assessor's Parcel Number: 398-042-16
-9-
EXECUTIVE SUMMARY Exhibit B
DUGGAN HOUSE
825 North Lacy Street
Santa Ana, CA 92701
NAME
Duggan House
REF. NO.
ADDRESS
825 North Lacy Street
CITY
Santa Ana
ZIP
92 001
ORANGE COUNTY
YEAR BUILT
1906
LOCAL REGISTER CATEGORY: Landmark
HISTORIC DISTRICT
French Park
NEIGHBORHOOD
I French Park
NATIONAL REGISTER CRITERIA FOR EVALUATION
I C
NATIONAL REGISTEIt STATUS CODE
ID
Location: ❑ Not for Publication ® Unrestricted
❑ Prehistoric 0 Historic ❑ Both
ARCHITECTURAL STYLE: Mixed: Queen Anne (Late Victorian), Bungalow/Craftsman, Colonial Revival
The Queen Anne (Late Victorian) (also known as the Queen Anne Revival) dominated residential architectural design during the last
twenty years of the nineteenth century in the West, and was nearly as influential on early commercial buildings. Identifying features
include the front -facing gable roof; ornate decoration of wood or metal along the eave and in the gable end; avoidance of flat wall
surfaces through the use of applied ornamentation of wood or metal; and classical columns or pilasters. Multi -storied residential and
commercial examples often incorporated bay windows, sometimes topped with towers. The style borrowed heavily from late
Medieval models, with the addition of other regional interpretations. Some of the most well -developed examples can be found in
California and in the southern states (McAlester, 263-268).
Closely related to the English Arts and Crafts Movement, American Bungalow/Craftsman architecture was popularized by The
Craftsman magazine and architects such as Charles and Henry Greene of Pasadena. It drew from the wood building traditions of
Japan and Switzerland as well as the medieval themes favored by the Arts and Crafts philosophers. Craftsman architecture stressed
honesty of form, materials, and workmanship, eschewing applied decoration in favor of the straightforward expression of structure. A
new appreciation of nature was evident in horizontal lines that reached out to embrace the landscape and the incorporation of
capacious porches into building plans. Primarily a residential style, Craftsman architecture can be identified by low pitched gable and
hipped roofs with exposed rafters and beams in deep overhangs; wood lap or shingle siding and an occasional use of stucco; extensive
use of stone or brick as a secondary material; horizontal emphasis apparent in roof lines, headers, and battered porch supports; slid
broadly proportioned wood framed windows, often clustered in bands. Craftsman homes were built from circa 1902 until the early
1920s.
The most universal of all American domestic building styles, the Colonial Revival has been popular since the 1876 Centennial
celebration in Philadelphia stimulated a patriotic interest in the American architectural past. Whether drawing upon Georgian,
Federal, or Dutch Colonial prototypes, Colonial Revival buildings feature rectangular building plans and designs which are usually
symmetrical, or at least highly regular and balanced, in composition. Roofs are commonly side -gabled, hipped, or gambreled,
sometimes accented with dormers. Porches, one or two stories in height, are often included, mostly as central focal points, and
frequently incorporate classical elements such as columns, pilasters, and entablatures. Doorways are adomed with classical surrounds
and pediments; sidelights, transoms, and fanlights are not uncommon. Windows are typically double -hung sash, with multiple lights
in the upper sash. French doors and Palladian windows are also utilized. Depending on location, Colonial Revival buildings have
wood, brick, or stucco exteriors (McAlester, 320.326).
cm\hisbricUemplales\Lacy N 825 ES (Duggan House)
6/20/02
SUMMARY/CONCLUSION:
The Duggan House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District.
Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California
Register. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as representative of the
distinguishing characteristics of several architectural styles popular in the first years of the twentieth century. Additionally, the house
has been categorized as "Landmark" because it "has a unique architectural significance" (Municipal Code, Section 30-2.2),
cm\histodo\templates\Lacy N 825 ES (Duggan Boos)
6/20/02
or number (assigned by recorder) Duncan
P1. Other Identifier:
*P2. Location: ❑Not for Publication ■Unrestricted *a. County Orange County
*b. USGS 7.5' Quad TCA 1725 Date:
*c. Address 825 North Lacy Street City Santa Ana Zip 92701
*e. Other Locational Data: Assessor's Parcel Number: 398-042-16 Santa Ana East Block: 74 Lots: 4,5,6-EX SELY 20ft
of SAID Lot: 6-also Por Lot 3 (SELY 15 ft of SAID Lot: 3)
*133a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.)
The most notable feature of this 1906 two-story house is the pentagonal turret with conical roof projecting from its upper
southwest comer. The house exhibits box -like massing with a steeply pitched, pyramidal hipped roof. Narrow clapboard
sheathes the walls and porch railings. Most windows are double -hung sash. The house shares characteristics of several
styles: Queen Anne, Craftsman, and Colonial Revival. The turret with boxed and bracketed eaves and the second story bay
window are suggestive of the Queen Anne style. Craftsman features include exposed ratter tails and a large tripartite window
on the first floor, north of the entrance. The window has a fixed center pane and sidelights topped by a multipane transom.
The front porch is recessed into the southwest comer of the building. Three columns with exaggerated entasis supporting the
porch roof are Colonial Revival in style. Closely spaced brackets line the frieze separating the first and second floors. An
oval window distinguishes a first floor cant bay on the south elevation. Another cant bay, with a squared bay above, is
located on the north elevation. The house was moved to the site in 1987 from the southeast comer of Sycamore and Pine
Streets and has been fully restored. The front door screen, pole lamp, and picket fence were added later.
*133b. Resource Attributes: (list attributes and codes) HP2. Single-family Property
*P4, Resources Present: ■Building ❑Structure ❑Object ❑Site ❑District ■Element of District ❑Other
P5a.
P51b. Photo: (view and date)
West and south elevations
March 2002
*P6. Date Constructed/Age and
Sources: ■historic
19061 Source: National Register
nomination
*P7. Owner and Address:
Stephen and Cinda Norris
825 North Lacy Street
Santa Ana, CA 92701
*P8. Recorded by:
Leslie J. Heumann, Peter C. Moruzzi
SAIC
35 S. Raymond Ave. # 204
Pasadena, CA 91105
*P9. Date Recorded:
April 10, 2002
*P10. Survey Type:
Intensive Survey Update
*1311. Report Citation: (Cite survey report and other sources, or enter "none")
Les, Kathleen. "Historic Resources Inventory French Park District, " September 1979.
Marsh, Diann. "French Park Historic District." National Register Nomination Form, February 1998.
*Attachments: DNone ❑Location Map DSketch Map ■Continuation Sheet ■Building, Structure, and Object Record
DArchaeological Record ❑District Record DLinear Feature Record ❑Milling Station Record ❑Rock Art Record
OArtifact Record ❑Photograph Record ❑ Other (list)
DPR 523A (1/95) *Required information
State ofCahfornla :The R��o�rces Agency Prirnary�#
+bl f'ARfIIAN f �F PARK$ ANDiR CREATjON , "HRI#
BUILE.IING; STRUCTURE, AND'OBJECT Ft�C4RD
Page 2 of 3 *NRHP Status Code 1D
'Resource Name or 9: Uuggan House
B1. Historic Name: Duggan House
B2. Common Name: Same
B3. Original Use: Single-family Residence B4. Present Use: Single-family Residence
*135. Architectural Style: Mixed: Queen Anne (Late Victorian), Bungalow/Craftsman, Colonial Revival
*86, Construction History: (Construction date, alterations, and date of alterations): Constructed in 1906.
January 21, 1988. Relocate single family dwelling.
January 21, 1988. Two car garage.
May 30, 1989. Extend kitchen, bathroom, install laundry room, remodel second floor bathroom, extend second floor deck
June 1, 1989. Install air conditioning.
March 19, 1992. Remodel second floor bathroom.
*137. Moved? ❑No ■Yes ❑Unknown Date: September 1987 Original Location: 222 South Sycamore at Pine Streets
*B8. Related Features:
B9a. Architect: Unknown b. Builder: Unknown
*810. Significance: Theme Residential Architecture Area Santa Ana
Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: C
(Discuss importance In terms of historical or architectural context as defined by theme, period, and geographic scope. Also address Integrity)
The Duggan House is a characteristic example of the eclecticism popular In the early years of the twentieth century, combining
Queen Anne, Craftsman, and Colonial Revival stylistic elements. Although constructed elsewhere and moved to this site in
1987, the Duggan House is representative of the period, architecture, and historical associations that characterize French Park
and thus is also important as a contributor to the French Park Historic District. According to previous research, William and
Clara Duggan were the original owners. Mr. Duggan was in the insurance business and active in civic affairs. The Duggans
lived in the house for decades; William Duggan passed away in 1930 and his widow, Clara, remained in the house until her
death in 1947 (Marsh, 1998).
(See Continuation Sheet 3 of 3.)
B11. Additional Resource Attributes: (List attributes and codes)
*B12. References:
City of Santa Ana Building Permits
Santa Ana History Room Collection, Santa Ana Public Library
Sanbom Maps Sketch Map
(See Continuation Sheet 3 of 3.)
B13. Remarks:
*874. Evaluator: Leslie J. Neumann
(This space reserved for official comments.)
Duggan House
825 North Lacy Street
*Date of Evaluation: April 10, 2002
DPR 523B (1/96) *Required information
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Page 3 of 3 Resource Name or # (Assigned by recorder) Duggan House
*Recorded by Leslie J. Heumann, Peter C. Moruzzi, SAIC *Date April 10, 2002 O Continuation ❑ Update
*B10. Significance (continued):
Santa Ana was founded by William Spurgeon in 1669 as a speculative town site on part of the Spanish land grant known as
Rancho Santiago de Santa Ana. In 1877, Spurgeon, along with James McFadden and James Fruit, formed the Western
Development Company with the intention of bringing the Southern Pacific Railroad from its then terminus in Anaheim into
Santa Ana. Thinking to capitalize on commercial growth around the railroad, the partners purchased 160 acres adjacent to
the eastern city boundary at French Street. Although they were successful in luring the Southern Pacific to a new depot on
Fruit Street in Santa Ana in 1878, the expected commercial development of "Santa Ana East" never materialized. Early
growth and development of the town continued to be centered further west around Fourth and Main Streets, with the result
that the legacy of Santa Ana East is an angled street plan whose intersection with the original city is marked by a small,
triangular parcel, developed in the 1890s as Flatiron Park, now known as French Park. Santa Ana continued to grow,
stimulated by the arrival of the Santa Fe Railroad in 1886. Following Its incorporation as a city in 1886, Santa Ana was
recognized as one of the leading communities in the area in 1889 when it became the seat of the newly created County of
Orange.
Beginning In the 1880s and continuing well into the twentieth century, the area around the park began to be developed with
many of the finest homes in Santa Ana. Examples of Victorian era, tum of the century, and Craftsman homes were built along
the tree -lined streets. By the 1920s, most streets in the neighborhood were fully developed, although a few revival styled
single family homes and duplexes were built during the 1920s, and a handful of apartments constructed In the 1930s. From
the nineteenth century onwards, residents were a "Who's Who" of eady Santa Ana, and included bankers, attorneys, doctors,
businessmen, ranchers, teachers and others active in the civic and social life of the city.
Once known as the "Nob Hill" of Santa Ana, French Park declined in the 1940s and 1950s as some homes were converted
into rooming houses and others were allowed to deteriorate. in the 1960s and 1970s some houses were demolished and the
properties redeveloped with multi -family housing, However, a grass roots preservation effort begun in the late 1970s led to
the establishment of a local historic district in 1984 and the listing of the neighborhood in the National Register of Historic
Places in 1999. One of the activities undertaken in support of the historic district has been the relocation of several historic
homes slated for demolition into French Park
The Duggan House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic
District it is therefore listed in the California Register of Historical Resources and is located within the boundaries of the
locally designated historic district. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1
as a representative example of the blending of architectural styles popular in the early years of the twentieth century.
Additionally, the house has been categorized as "Landmark" for its unique architectural significance. Characteristic Queen
Anne (Late Victorian) features include the five -sided turret and bay windows. Rafter tails and the tripartite window are
Craftsman in design. The trio of porch columns suggest the Colonial Revival style. All original and restored exterior features
of the Duggan House are character -defining and should be preserved, including: materials (wood) and finishes (siding); roof
configuration and detailing; turret, bay and other windows (including surrounds); front door, porch details; and architectural
details such as brackets, rafter tails, and columns.
*812. References (continued):
Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.
Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994,
McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984,
National Register Bulletin 16A. 'How to Complete the National Register Registration Form." Washington DC: National
Register Branch, National Park Service, US Dept. of the interior, 1991.
Office of Historic Preservation. `Instructions for Recording Historical Resources. " Sacramento: March 1995.
Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.
DPR 523L
MILLSACTAGREEMENT
825 North Lacy Street
Santa Ana, CA 92701
Exhibit C
Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.
Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows:
1. Every reasonable effort shall be made to provide a compatible use for a property
which requires minimal alteration of the building, structure, or site and its
environment, or to use a property for its originally intended purpose.
2. The distinguishing original qualities or character of a building, structure or site
and its environment shall not be destroyed. The removal or alteration of any
historic material or distinctive architectural features should be avoided when
possible.
3. All buildings, structures, and sites shall be recognized as products of their own
time. Alterations that have no historical basis and which seek to create an earlier
appearance shall be discouraged.
4. Changes which may have taken place in the course of time are evidence of the
history and development of a building, structure, or site and its environment.
These changes may have acquired significance in their own right, and this
significance shall be recognized and respected.
5. Distinctive stylistic features or examples of skilled craftsmanship which
characterize a building, structure, or site shall be treated with sensitivity.
6. Deteriorated architectural features shall be repaired rather than replaced,
whenever possible. In the event replacement is necessary, the new material
should match the material being replaced in composition, design, color, texture,
and other visual qualities. Repair or replacement of missing architectural features
should be based on accurate duplications of features, substantiated by historic,
physical, or pictorial evidence rather than on conjectural designs or the
availability of different architectural elements from the other buildings or
structures.
7. The surface cleaning of structures shall be undertaken with the gentlest means
possible. Sandblasting and other cleaning methods that will damage the historic
building materials shall not be undertaken.
8. Every reasonable effort shall be made to protect and reserve archaeological
resources affected by, or adjacent to any project.
9. Contemporary design for alterations and additions to existing properties shall not
be discouraged when such alterations and additions do not destroy significant
historical, architectural or cultural material, an such design is compatible with
MILLSACTACREEMENT
825 North Lacy Street
Santa Ana, CA 92701
size, scale, color, material and character of the property, neighborhood, or
environment.
10. Wherever possible, new additions or alterations to structures shall be done in such
a manner that if such additions or alterations need to be removed in the future, the
essential form and integrity of the structure would be unimpaired.
-2-
Exhibit D: Proposed Structure Improvements ("Work Plan")
825 North Lacy Street
Item
Year
Improvement
1
2024
Reroof main house and garage and repair eaves as needed, like -for -like
2
2024
Remove internal masonry fireplace and chimney due to structural safety concerns,
and repair external wood chimney like -for -like
3
2024
Repair windows and exterior window framing on main house and garage, like -for -
like
4
2024
Repair window screens throughout
5
2024
Repair termite damage as needed
6
2026
Repaintexterior
7
2027
Replace north side door with period -appropriate door and hardware
8
2028
Replace exterior lighting with period -appropriate lighting on main house and
garage
9
2029
Replace plastic door screens with period -appropriate wood screens
10
2030
Replace gutters with compatible gutters (choosing appropriate color and material)
11
2031
Repair siding on main house and garage as needed, like -far -like
12
2032
Replace garage door with period -appropriate garage door