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HomeMy WebLinkAbout25J - HPPA NO 2007-16 CITY COUNCIL MEETING DATE: REQUEST FOR COUNCIL ACTION CLERK OF COUNCIL USE ONLY: DECEMBER 3, 2007 TITLE: HISTORIC PROPERTY PRESERVATION AGREEMENT NO. 2007-16 FOR THE PROPERTY LOCATED AT 2412 NORTH HELIOTROPE DRIVE APPROVED o As Recommended o As Amended o Ordinance on 1 sl Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For cg- flAe CITY MANAGER CONTINUED TO .-" FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to execute an agreement with Marjorie Panzer for the structure located at 2412 North Heliotrope Drive. HISTORIC RESOURCES COMMISSION ACTION Recommended that the City Council direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to execute an agreement with Marjorie Panzer for the structure located at 2412 North Heliotrope Drive at its November 1, 2007 meeting by a vote of 7:0 (O'Callaghan abstained, Bustamante absent) . DISCUSSION After the public hearing on November 1, 2007, the Historic Resources Commission reviewed the proposed Historic Property Preservation Agreement (Mills Act Contract) and concluded that the resulting potential property tax savings would encourage the owner to reinvest the tax savings in the maintenance of their historic property, and would benefit both the owner and the community (Exhibit A). Additionally, the agreement prevents inappropriate alterations. 25J-1 HPP Agreement No. 2007-16 December 3, 2007 Page 2 FISCAL IMPACT The Historic Property Preservation Agreement will reduce the property tax revenue to the City by an estimated $132.17 to $660.85 annually, for a period of not less than ten years. APPROVED AS TO FUNDS AND ACCOUNTS: ~no Executive Director Planning & Building Agency ~\\.t"\.~t'~ ~ 0 \\ :~\.-: ~ Francisco Gutierrez Executive Director Finance & Management Services Agency t-- HS:rb hs\historic info\mills act agreements\2412_N_Heliotrope\hppa07'16.cc 25J-2 REQUEST FOR Historic Resources Commission Action HSTORIC RESOURCES COMMISSION SECRETARY HSTORIC RESOlRCES COIIIMSSION r.EETt<<; DAlE: NOVEMBER 1, 2007 TITLE: HISTORIC PROPERTY PRESERVATION AGREEMENT NO. 2007-16 FOR THE PROPERTY LOCATED AT 2412 NORTH HELIOTROPE DRIVE APPROVED o As Recommended o As Amended o Set Public Hearing For CONTINUED TO Prepared by Hally Soboleske ( .' ~~~~. C-----1xecutive Director \Za-tQAA ~~ Planning Ma ger RECOMMENDED ACTION Recommend authorize agreement located at that the City Council direct the City Attorney the City Manager and the Clerk of the Council with Marjorie Panzer, property owner, for 2412 North Heliotrope Drive. to prepare and to execute an the structure DISCUSSION Request of Applicants The applicant, Marjorie Panzer, requests Property Preservation Agreement No. 2007-16 property owner and the City of Santa Ana. the approval (Mills Act) of Historic between the Property Description The subject property includes a one-story Spanish Colonial Revival styled residence and a detached garage located at 2412 North Heliotrope Dri ve. The property is wi thin the Floral Park neighborhood and the surrounding land uses are residential (Exhibit 1). Analysis of the Issues In March 1999, the City Council approved an ordinance authorizing Historic Property Preservation Agreements (HPPA), commonly known as the Mills Act contracts, for eligible historic properties. The agreement provides monetary incentive to the property owner in the form of a property tax reduction in exchange to the owner's voluntary commitment to maintain the property in a good state of repair and to rehabilitate the property as necessary. Once recorded, the agreement triggers the use of a different valuation method in determining the property's assessed value, thereby resulting in potentially significant property tax savings for the owner. EXHIBIT A 25J-3 HPPA No. 2007-16 November 1, 2007 Page 2 One of the eligibility requirements for the Mills Act is that the property must be listed on the Santa Ana Register of Historical Properties. The subject property was placed on the local register and categorized as Contributive in November 2007 by the Historic Resources Commission (Exhibit 2) Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement (Exhibit 3). A review of the property indicates that this Spanish Colonial Revival styled structure is in excellent condition. As a result, a supplemental property rehabilitation plan will not be required as part of this agreement. Photos of the property are included with the agreement as well as a photo location map. The benefits of executing this agreement include, but are not limited to, the following: 1. Reduced property tax to allow reinvestment for the long-term preservation of the property. 2. Allows for a mechanism to provide for property rehabilitation. 3. Provides an additional incentive for potential buyers to purchase historic structures. 4. Discourages inappropriate alterations to the historic property. 5. Provides an opportunity for visual improvement to the physical environment of the community. 6. Offers additional support and attention for historic districts and historic structures in the City. CEQA Compliance In accordance with the California Environmental Quality Act, the recommended action is exempt from further review. A Notice of Exemption will be filed for this project. HS:jm hS\historic info\mills act agreements\2412_N_Heliotrope\hppa07-16.hrc ~ Hal y S oleske Associate Planner 25J-4 500' RADIUS HPPA-2007-16 2412 North Heliotrope Drive P LAN N I N G AND B U I L 0 I N GAG ENe Y E~J!5 EXECUTIVE SUMMARY HENINGER-ANDERSON HOUSE 2412 North Heliotrope Drive Santa Ana, CA 92706 NAME ADDRESS CITY YEAR BUILT Heninger-Anderson House I REF. NO. 2412 North Heliotrope Drive 1925 ZIP 1 92706 I ORANGE COUNTY LOCAL REGISTER CATEGORY: Contributive NEIGHBORHOOD 1 Floral Park CALIFORNIA REGISTER ST A TVS CODE I 2D2 Santa Ana HISTORIC DISTRICT 1 N/A CALIFORNIA REGISTER CRITERIA FOR EV ALVA TION 13 Location: D Not for Publication [8] Umestricted D Prehistoric [8] Historic D Both ARCHITECTURAL STYLE: Mission/Spanish Colonial Revival The Mission/Spanish Colonial Revival style, as its name implies, encompasses two major subcategories. The Mission Revival vocabulary, popular between 1890 and 1920, drew its inspiration from the missions of the Southwest. Identifying features include curved parapets (or espadana); red tiled roofs and coping; low-pitched roofs, often with overhanging eaves; porch roofs supported by large, square piers; arches; and wall surfaces commonly covered in smooth stucco. The Spanish Colonial Revival flourished between 1915 and 1940, reaching its apex during the 1920s and 1930s. The movement received widespread attention after the Panama- California Exposition in San Diego in 1915, where lavish interpretations of Spanish and Mexican prototypes were showcased. Easily recognizable hallmarks of the Spanish Colonial Revival are low-pitched roofs, usually with little or no overhangs and red tile roof coverings, flat roofs surrounded by tiled parapets, and stuccoed walls. The Spanish vocabulary also includes arches, asymmetry, balconies and patios, window grilles, and wood, wrought iron, tile, or stone decorative elements. SUMMARY/CONCLUSION: As a contributor to the North Broadway Park district, which has been determined eligible for listing in the National Register of Historic Places, the Heninger-Anderson House has been listed in the California Register of Historical Resources. The Heninger- Anderson House also qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 for its exemplification of the distinguishing characteristics of the Spanish Colonial Revival style. Additionally, the house has been categorized as "Contributive" because it "contributes to the overall character and history" of Santa Ana, and, as an example of the Mission/Spanish Colonial Revival style in the Floral Park neighborhood, "is a good example of period architecture" (Municipal Code, Section 30-2.2). EXPLANATION OF CODES: · California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, "How to Nominate Resources to the California Register of Historical Resources," September 4,2001.) 3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. · California Register Status Code: (From California Office of Historic Preservation, December 8, 2003.) 2D2: Contributor to a district determined eligible for the National Register by consensus through Section 106 process. Listed in the California Register. EXHIBIT 2 pa25~ -6 State of California - The Resources Agency DEPARTMENT OF PARKS AND RECREATION PRIMARY RECORD Primary # HRI# Trinomial NRHP Status Code Other Listings Review Code Reviewer Resource name(s) or number (assigned by recorder) Date Heninger-Anderson House Page -L of ....L P1. Other Identifier: *P2. Location: DNot for Publication -Unrestricted *b. USGS 7.5' Quad TCA 0054 *c. Address 2412 North Heliotrope Drive *e. Other Locatlonal Data: Assessor's Parcel Number *a. County Orange County Date: City Santa Ana 002-063-14 Zip 92706 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) Clad in a smooth stucco finish, this one-story residence displays the defining elements of the Spanish Colonial-revival style. Featuring an asymmetrical composition and roughly square plan, the residence is capped by a cross-gable, red-tile roof with a low pitch and shallow eaves. Two bays project from the faqade, enclosing an open patio elevated on two steps. The larger of the two bays, on the faqade's west side, features a prominent, arched tripartite window with a fixed four-over-five light, flanked by three-over-five casements and a three light transom. Extending several feet into the patio, the bay projecting from the faqade's east side is rectangular, with a set oftwo-over-two double-hung sashes. Overlooking the patio is a French window consisting of two-over-five, wood-framed windows, flanked by shorter three-over-five casements. Slightly recessed, corbelled arches enclose windows on the faqade. The entry is recessed in the west corner of the patio. Fenestration on the side elevations consists of multipane casements with wood frames and sills. Projecting from the west elevation is an attached chimney, with a flared base and corbelled chimney cap. A stucco-clad garage, with a flat, red-tile roof and wood door, occupies the southwest corner of the property. Alterations include the nonoriginal metal screens and the extension of roof eaves in the southwest corner of the property to shelter an added open-air patio. In addition, the original 5-foot wall enclosing the front patio was demolished and reconstructed several feet forward from the original location. However, the alterations are compatible in terms of style and scale with the original design. In excellent repair, the property retains a good level of integrity and is further enhanced by mature landscaping. *P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: _Building DStructure o Object DSite o District DElement of District DOther P5b. Photo: (view and date) Northeast elevation October 2007 *P6. Date Constructed/Age and Sources: -historic 1925/City of Santa Ana Building Permits *P7. Owner and Address: Matjorie Panzer 2412 N. Heliotrope Dr. Santa Ana, CA 92706 *P8. Recorded by: L. Heumann and D.Howell-Ardila Sapphos Environmental, Inc. 133 Martin Alley Pasadena, California 91105 *P9. Date Recorded: October 17, 2007 *P10. Survey Type: Intensive Survey Update *P11. Report Citation: (Cite survey report and other sources, or enter "none") *Attachments: DNone DLocation Map DSketch Map -Continuation Sheet -Building, Structure, and Object Record DArchaeological Record DDistrict Record DLinear Feature Record DMilling Station Record DRock Art Record DArtifact Record DPhotograph Record 0 Other (list) DPR 523A (1/95) *Required information 25~g,;rf5 State of California - The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# BUilDING, STRUCTURE, AND OBJECT RECORD Page L of ~ *CHR Status Code 202 *Resource Name or #: Heninger-Anderson House B1. Historic Name: Heninger-Anderson House B2. Common Name: Same B3. Original Use: Single-family Residence B4. Present Use: Single-family Residence *85. Architectural Style: Spanish Colonial Revival *86. Construction History: (Construction date, alterations, and date of alterations): Constructed 1925 June 15, 1925. Residence and garage constructed for $4,500. December 10, 1934. Reroof, $57. February 13, 1976. Electric outlets installed. February 13, 1976. Remodel kitchen, $1,900. April 14, 1976. Three electric fixtures installed. May 11, 1976. Thirteen electric outlets and seven fixtures installed. November 8, 1990. Reroof (repair flat roof/rear area), $1,000. November 28, 2001. Construction of 499-square-foot addition to front and rear of residence; original 5-foot-high front wall demolished and rebuilt forward. *87. Moved? .No DYes DUnknown Date: *88. Related Features: Garage. Original Location: B9a. Architect: Unknown b. Builder: Unknown *810. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1895-1965 Property Type: Single-family Residence Applicable Criteria: NR: C; CR: 3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Heninger-Anderson House is architecturally significant as an intact example of the Spanish Colonial Revival style. According to the original building permit, dated June 15, 1925, the original owner of the house was R. Heninger, who owned but did not occupy the home. The improvement first appears in city directories in 1928, at which point Edmund C.D. Pettitt, assistant secretary of the Los Angeles First National Bank, and his wife Louise owned and occupied the residence. The Pettitts remained in the house until 1930, when it was purchased by Emil R. Majors, secretary of the Benevolent and Protective Order of the Elks. Majors, his wife Mabel, and daughter Alice lived in the residence until the early 1930s. Ownership had shifted again by 1938, when Mildred M. Anderson bought the home and occupied it until at least the early 1960s. (See Continuation Sheet 3 of 4.) B11. Additional Resource Attributes: (List attributes and codes) *812. References: City of Santa Ana Building Permits Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps (This space reserved for official comments.) S,ketch Ma~ ~~ ID- --~ i~ ~tl~ (See Continuation Sheet 3 of 4.) ~Q B13. Remarks: ~~ _ ______a t *814. Evaluator: Leslie J. Heumann ~ @" -. ~ L~~--@-~-~t F--R:~~ ;: ~~ ~/ -- ,~ *Date of Evaluation: October 17,2007 DPR 5238 (1/95) 25U3-<B *Required infonnation State of California - The Resources Agency DEPARTMENT OF PARKS AND RECREATION CONTINUATION SHEET Primary # HRI# Trinomial Page ....;L of 3- Resource Name or # (Assigned by recorder) Heninger-Anderson House *Recorded by Leslie J. Heumann and Deborah Howell-Ardila *Date October 17, 2007 [8] Continuation 0 Update *810. Significance (continued): Santa Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selection as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses. The Heninger-Anderson House is located in Floral Park, a neighborhood northwest of downtown Santa Ana bounded by East Seventeenth Street, North Flower Street, Riverside Drive, and Broadway. Groves of oranges, avocados, and walnuts and widely scattered ranch houses characterized this area before 1920. Developer and builder Allison Honer (1897-1981), credited as the subdivider and builder of a major portion of northwest Santa Ana, arrived in Santa Ana from Beaver Falls, New York in 1922 (Talbert, pages 353-356). "Before nightfall on the day of his arrival, Mr. Honer purchased a parcel of land. And that month, he began building custom homes in Santa Ana" (Orange County Register, September 15, 1981). The parcel chosen became the Floral Park subdivision between Seventeenth Street and Santiago Creek. 'When built in the 1920s, the Floral Park homes were the most lavish and expensive in the area. They sold for about $45,000 each" (Orange County Register, September 15, 1981). Revival architecture in a wide variety of romantic styles was celebrated in the 1920s and 1930s and Floral Park showcased examples of the English Tudor, French Norman, Spanish Colonial, and Colonial Revival. The Allison Honer Construction Company went on to complete such notable projects as the 1935 Art Deco styled Old Santa Ana City Hall, the EI Toro Marine Base during World War II, and the 1960 Honer Shopping Plaza. Honer lived in the neighborhood he had helped to create, at 615 West Santa Clara Avenue. In the late 1920s and 1930s, another builder, Roy Roscoe Russell (1881-1965), continued developing the groves of Floral Park. An early Russell project was his 1928 subdivision of Victoria Drive between West Nineteenth Street and West Santa Clara Avenue. The homes were quite grand and displayed various revival styles, including Russell's own large, Colonial Revival mansion at 2009 Victoria Drive. In the early post World War II years, Floral Park continued its development as numerous, smaller, single-family houses were built. Continuing in the Floral Park tradition, they were mostly revival in style. In the 1950s, low, horizontal Ranch Style houses completed the growth of Floral Park. Today (2007) Floral Park maintains its identity as the premier neighborhood of Santa Ana, historically home to many affluent and prominent citizens. The Heninger-Anderson House lies in the northern section of Floral Park known as North Broadway Park. Bounded by Riverside Drive, Santa Clara Avenue, North Broadway, and North Flower Street, North Broadway Park, subdivided in 1923, has been determined eligible for listing in the National Register of Historic Places. The Keeper of the National Register found that: "North Broadway Park reflects the City Beautiful planning movement in Southern California during the early twentieth century. The vernacular adaptations of period revival styles, curvilinear street patterns, street furniture, and landscape combine to create a cohesive and pleasant middle class suburban neighborhood environment which is unique in the early historical development of the city of Santa Ana. ,,1 Under the regulations implementing the California Register of Historical Resources, the Heninger-Anderson House, which is a contributor to the National Register district, is eligible for listing in the California Register. The Heninger-Anderson House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 for its exemplification of the distinguishing characteristics of the Spanish Colonial revival style. Typical features of this style illustrated by the house include its smooth stucco finish; asymmetrical composition; low-pitched, cross-gabled roof clad in red tiles; arched, tripartite window configuration and wood-framed, multipane casement windows; and attached, stucco-clad chimney with corbelled chimney cap. Additionally, the house has been categorized as "Contributive" because it "contributes to the overall character and history" of Santa Ana, and, as an example of the Spanish Colonial revival style "is a good example of period architecture." Character-defining exterior features of the Heninger-Anderson House that should be preserved include, but may not be limited to, materials and finishes (smooth stucco cladding); asymmetrical treatment of elements on the faqade; roof configuration and detailing; original windows and doors where extant; chimney clad in stucco with corbelled cap; architectural details such as the arches and muntin patterns of the windows. *812. References (continued): Armor, Samuel. History of Oranae County. Los Angeles: History Record Company, 1921. Franklin, Don. "NW Santa Ana History: Roy Russell & Son, Builders." Unsourced article from the Santa Ana History Room Historic House File, circa 1995. Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998. (See Continuation Sheet 4 of 4.) I Determination of Eligibility, February 25, 1980. DPR 523L 25~9>f5 State of California - The Resources Agency DEPARTMENT OF PARKS AND RECREATION CONTINUATION SHEET Trinomial Page ~ of ~ Resource Name or # (Assigned by recorder) Heninger-Anderson House *Recorded by Leslie J. Heumann and Deborah Howell-Ardila *Date October 17, 2007 [R] Continuation 0 Update Primary # HRI# *812. References (continued): Marsh, Diann. Santa Ana. An Illustrated Historv. 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. Santa Ana and Orange County Directories, 1930-1962. Ward, Cynthia, Anaheim. "Dixon House Primary Record and Building, Structure and Object Record," July 2007. Whiff en, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. "Alison Honer Dies at 84," The Santa Ana Journal. September 21, 1981. "Builder of Honer Plaza Dies," Oranae County Reaister. September 15, 1981. "History of Floral Park." httfJ://www.f1oral-fJark.com/fJaae2.html. CPR 523L pag2sa-10 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 RECORDING REQUESTED BY: City of Santa Ana AND WHEN RECORDED MAIL TO: City of Santa Ana Attn: City Clerk 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 FREE RECORDING GOVERNMENT CODE S6103 HISTORIC PROPERTY PRESERVATION AGREEMENT This agreement ("Agreement") is made and entered into this December 3, 2007 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 to as "City"), and Marjorie A. Panzer, (hereinafter referred to as "Owner"), owner of real property located at 2412 North Heliotrope Drive, Santa Ana, California, 92706 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 2412 North Heliotrope Drive, Santa Ana, California, 92706 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. The City and the Property 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 the 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. - 1 - E~'I11 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 91706 E. The Owner and the 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 December 3, 2007, 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 nonrenewal 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 ofnonrenewal, 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 ofnonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal 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: - 2 - 25J-12 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 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, 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. 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 of 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 B, and incorporated herein by this reference. The condition of the exterior ofthe property, as of the effective date of this Agreement, is documented in photographs attached hereto as Exhibit B and incorporated herein by reference. Owner shall continually maintain the Historic Property in the same or better condition as documented in Exhibit C. 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 alternations 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 examination, by prior appointment, of the interior and exterior of the Historic Property by representatives of the County Assessor, the State Department of Parks and Recreation, the State Board of Equalization, and the City of Santa Ana as may be necessary to determine the Owner compliance with the terms and provisions of this Agreement. 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. - 3 - 25J-13 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 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 Owner has breached any of the conditions of this Agreement, or have 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 has 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 12) 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 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, the 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 the Owner, the City shall give written notice to the Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the Deputy City Manager for Development Services 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 the Owner), then the 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 the Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by the Owner or apply for such relief as may be appropriate. b. The City does not waive any claim of default by the Owner if the 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 the City's regulations governing historic properties are available to the City to pursue in the event that there is a breach of this Agreement. No waiver by -4- 25J-14 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 the 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. 7. Binding effect of Agreement. a. The Owner hereby subjects the Historic Property, located at 2412 North Heliotrope Drive, Assessor Parcel Number, 002-063-14, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants reservations, and restrictions as set forth in this Agreement. b. The City and Owner hereby declare their specific intent that the covenants, reservations and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon the 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, restrictions and reservations are set forth in such contract, deed, or other instrument. 8. No Compensation. Owner shall not receive any payment from the 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 the 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 Attn: City Clerk 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Owner: MaIjorie A. Panzer P.O. Box 937 Corona Del Mar, CA 92625 - 5 - 25J-15 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 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, agenda, 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 the City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the Agreements, rights, covenants, reservations, and restnctlOns 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. e. 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 provlSlons 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. - 6 - 25J-16 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 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. Notice of the Contract to Office of Historic Preservation. No later than six (6) months of entering into the contract, the owner or agent of an owner shall provide written notice of this Agreement to the Office of Historic Preservation. 13. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 14. Effective Date This Agreement shall be effective on the day and year first written above. 15. Signatures. ATTEST: CITY OF SANTA ANA PATRICIA E. HEALY Clerk ofthe Council DAVID N. REAM City Manager Property Owner: Date: By: Marjorie A. Panzer APPROVED AS TO FORM: JOSEPH W. FLETCHER City Attorney By: Kylee O. Otto Assistant City Attorney - 7 - 25J-17 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 Exhibit A Lot 149 of Tract 425, in the City of Santa Ana, County of Orange, State of California, as per map recorded in Book 16, pages 33 and 34 of Miscellaneous Maps, in the office of the County Recorder of said County. Assessor Parcel No. 002-063-14 - 8 - 25J-18 MILLS ACT AGREEMENT 1412 North Heliotrope Drive Santa Ana, CA 92706 Exhibit B 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 alternations 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 -9- 25J-19 l..... MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 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. - 10- 25J-20 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 Exhibit C (photographs attached) - 11 - 25J-21 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 - 12 - 25J-22 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 o Side Elevation (east) - 13 - 25J-23 MILLS ACT AGREEMENT 2412 North Heliotrope Drive Santa Ana, CA 92706 - 14 - 25J-24 c.. <C :E z o - I- <C o o ...J o I- o :I: c.. w > . ~ ~ 0 c ~ ~ o It') W g: c.. 0 o uj ~ I I- o - ...J W :I: :I: I- ~ o Z N ~ ~ N r.- f'... o C") ~ .-.-.-.-.-.-.-.-.- e 8 . I . I e . I . I . I . I . e I . I . (It) ~ ~ UJ > 0:: o _._._._._._._._._.~ ... ~ z 25J~5 25J-26