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14-0916_CRESS, CHAD & KATIE_D8_Agenda ReportTO: FROM: DATE: SUBJECT: City of San Juan Capistrano Agenda Report Karen P. Brust, City Manage Charlie View, Development Services Direct~1,/ Prepared by: Nick Taylor, Associate PlanneV'< September 16, 2014 9/16/2014 DB Consideration of Mills Act Contract (MAC) 14-001, Father O'Sullivan House; a Request for Approval of a Mills Act Contract for Property Located in the Mission Hill-Mission Flats Neighborhood at 31442 El Camino Real (Chad & Katie Cress) RECOMMENDATION: By motion, approve a Mills Act Contract with the property owner for the maintenance and preservation of the Father O'Sullivan House and property located at 31442 El Camino Real and more precisely referred to as Assessor Parcel Number (APN) 124- 202-28. EXECUTIVE SUMMARY: California Government Code Section 50280 ("Mills Act") authorizes the City to enter into contracts with property owners to provide incentives for historic preservation of qualified historic properties. The previous owners requested that the City enter into a Mills Act Contract for the subject property (Attachment 1 ). Subsequently the property was purchased by Chad and Katie Cress; they have continued to pursue the Mills Act Contract (Attachment 2). The property is part of the Mission Hill-Mission Flats Neighborhood and is listed on the City's Buildings of Distinction List (Attachment 3). The ten (10) year contract includes provisions that require appropriate use and on-going maintenance while preserving the historic integrity and character-defining features of the house and property. As an incentive to enter into the contract, the Mills Act allows the County Tax Assessor to assess the value of the property using a formula which can result in lower property taxes, typically a 15% to 60% reduction according to the County Assessor's office. The Cultural Heritage Commission has reviewed the request and recommended approval. City Council Agenda Report September 16, 2014 Page 2 of 3 DISCUSSION/ANALYSIS: The Mills Act is a tax incentive developed by Senator John Mills of the State legislature in 1972 as a method to give property owners incentives to preserve their designated historic property. The incentive provides for a potential reduction of the property taxes paid by the property owner. The Act also provides the legislature with a means to document the property and secure the condition of the property for a minimum of ten (1 0) years by working with local government. The governing jurisdiction, in this case the City, reviews the applications, verifies the property condition and executes the contract, which is then recorded with the County. The assessments which result from the contract are completely the responsibility of the County Tax Assessor's office. The City has previously entered into several Mills Act Contracts with private property owners and typically inspects these properties annually. A 2006 evaluation of the Mission Hills-Mission Flat area by the then-Historic Preservation Manager determined that the subject house was constructed in 1929, was representative of the Craftsman style of architecture prevalent at that time, and includes a detached garage, with matching architectural style and materials, likely to have been built at the same time (Attachment 4). Furthermore, the street-facing fagade had retained essentially all of its integrity and the only change had been the addition of the accessory arbor and gate (Attachment 5). Should the City Council approve the amendment to add the house to the Inventory of Historical and Cultural Landmarks (IHCL) (under separate agenda report), the property would be eligible for approval of the Mills Act Contract. Therefore, approval of the Mills Act Contract is contingent upon the property being listed on the Inventory of Historic and Cultural Landmarks. FISCAL IMPACT: The Orange County Assessor's Office, which is responsible for assessing all real property, has advised City staff that the Mills Act typically can reduce property taxes paid by the property owner by 15% to 60%. The City presently receives about eleven and one-half (11 Yz%) of property tax revenue that is collected by the County. Based on the Assessor's property value and tax information for the current year for this property, the Mills Act Contract on the subject property would result in an estimated reduction of annual property tax revenue to the City of $39 to $156. Though there is not an applicable fee in the City's Schedule of Fees and Charges, staff has determined that the owner's request for approval of a Mills Act Contract for preservation of the property is consistent with the purpose and intent of City Council Policy 603, Historic Preservation Fee Waiver (Attachment 6). Therefore, staff time to process the request, estimated to be about 8 hours totaling $474.40, has been charged to the General Fund. City Council Agenda Report September 16, 2014 Page 3 of 3 ENVIRONMENTAL IMPACT: The proposed project is exempt from review under the California Environmental Quality Act (CEQA). PRIOR CITY COUNCIL REVIEW: Not applicable. COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS: On June 24, 2014, the Cultural Heritage Commission unanimously approved a motion forvVarding this project to the City Council with a favorable recommendation. NOTIFICATION: Chad Cress ATTACHMENTS: Attachment 1 -Draft Mills Act Contract, Father 0' Sullivan House Attachment 2-Letter, Chad & Katie Cress, August 25, 2014 Attachment 3-Buildings of Distinction List Attachment 4-DPR Form 523, Father O'Sullivan House Attachment 5-Applicant Submittal, May 9, 2014 Attachment 6 -City Council Policy 603, Historic Preservation Fee Waiver RECORDING REQUESTED BY: City of San Juan Capistrano City Clerk's Office 32400 Paseo Adelanto San Juan Capistrano, California 92675 AND WHEN RECORDED, MAIL TO: Maria Morris, City Clerk City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, California 92675 Exempt from Recording Fees: Gov Code 27383 & 6103 City of San Juan Capistrano This Space for Recorder's Use Only Historic Property Preservation Agreement-Mills Act Contract · Chad & Katie Cress Assessor Parcel Number (APN) 124-202-28 Page 1 of 8 ATTACHMENT 1 HISTORIC PROPERTY PRESERVATION AGREEMENT MILLS ACT CONTRACT AN AGREEMENT BETWEEN THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND CHAD & KATIE CRESS, OWNERS OF A DESIGNATED HISTORIC STRUCTURE AT 31442 EL CAMINO REAL, SAN JUAN CAPISTRANO, CALIFORNIA. THIS AGREEMENT (the "Agreement") is made and entered into this __ day of September, 2014 ("Effective Date"), by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and Chad & Katie Cress (hereinafter referred to coliective!y as "Owner"). RECITALS WHEREAS, the City of San Juan Capistrano City Council is authorized by California Government Code Section 50280 et seq. (known as "the Mills Act") to enter into contracts with the owners of qualified historic properties to provide for the appropriate use, maintenance, and rehabilitation so that such properties retain their historic characteristics; and, WHEREAS, the Owner possesses fee title in and to certain qualified historical property, together with associated structures and improvements thereon, located at 31442 El Camino Real, Assessor's Parcel Number 124-202-28, San Juan Capistrano, California 92675, also described as the Father O'Sullivan House (hereinafter referred to as "Historic Landmark Property"); and, WHEREAS, the Historic Landmark Property was officially designated as a Historic Landmark Property on the Inventory of Historic and Cultural Landmarks of the City of San Juan Capistrano, subject to subsequent amendments, pursuant to the Section 2-2.303 of the San Juan Capistrano Municipal Code (Cultural Heritage Commission Duties), and City Council Policy 601; and, WHEREAS, the City and Owner, for their mutual benefit, now desire to ! enter into this Agreement to limit the use of the Historic Landmark Property to prevent i inappropriate alterations and ensure that structures and site features are preserved and 1--------------___ ma iQi~Jil~_fL~C!n<:l Jg_c;~rr:y_Q_L!Lth~ pyrpos~s_ ofQg!lfgmifl Gc>Y~rnm~nLC9<:1~. __ Qh_C!PJ~r __ 1,__ ___ ___ _ _______ _ -Part 5 of Division 1 of Title 5, Article 12, Sec. 50280 et seq., and to qualify for an assessment of valuation pursuant to Article 1.9, Sec. 439 et seq., Chapter 3, Part 2 of Division 1 of the California Revenue and Taxation Code. NOW THEREFORE, the City and the Owner of the Historic Landmark Property agree as follows: Section 1. Effective Date and Term of Agreement. This Agreement shall be effective and commence on the Effective Date of this Agreement, and shall remain Page 2 of 8 in effect for a term of ten ( 1 0) years thereafter. Each year upon the anniversary of the Effective Date, such initial term will automatically be extended as provided in California Government Code Section 50280 through 50290 and in Section 2, below. Section 2. Renewal. A. Each year on the anniversary of the Effective Date of this Agreement (the "Annual Renewal Date"), a year shall automatically be added to the initial term of the Agreement unless written notice of non-renewal is served as provided herein and as provided in Government Code Section 50280, as amended from time to time. B. If the Owner or the City desires in any year not to renew the Agreement, the Owner or the City shall serve written notice of non-renewal of the Agreement on the other party. Unless such notice is served by the Owner on the City at least ninety (90) days prior to the Annual Renewal Date, or served by the City on 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. The Owner may make a written protest of the City's notice of non-renewal. The City may, at any time prior to the Annual Renewal Date of the Agreement, withdraw its notice to Owner of non-renewal. D. If either the City or Owner serve notice to the other of non-renewal 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. Section 3. Standards and Conditions. A. Owner shall preserve, maintain, and, where necessary, restore or rehabilitate the Historic Landmark Property and its character-defining features, including without limitation, 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 of the Historic Landmark Property to the j--------------------------~---------~:=nr!'~-t:1c~trAin-Gity and-to-conform--to--the rulesand--regulations-of the------------- Office of Historic Preservation of the Department of Parks and Recreation, the United States Secretary of the Interior's Standards for Rehabilitation, and the State Historical Building Code. In addition, Owner shall modify the existing arbor and gate to be a height equal to the existing fence, and shall obtain applicable permits to do so. B. Any physical changes shall comply with applicable City Land Use Code standards, and the rules and regulations of the Office of Historic Preservation of the Department of Parks and Recreation, the United Page 3 of 8 States Secretary of the Interior's Standards for Rehabilitation, and the State Historical Building Code. C. The Owner of the Historic Landmark Property shall secure Development Services Department approval for any exterior changes prior to their execution, such as major landscaping projects, exterior door replacement or exterior alterations, regardless of whether a building permit is required. D. Demolition of any structure; completing exterior alterations or additions not in keeping with the standards listed above; allowing dilapidated, deteriorating or damaged structures such as fences, roofs, doors, walls and windows; storage of scrap lumber, junk, trash, debris, discarded or unused objects, or similar items is hereby prohibited. E. Owner shall allow an inspection of the interior and exterior of the Historic Landmark Property by representatives of the County Assessor and the City, prior to the Effective Date of this Agreement and every five (5) years thereafter to determine the Owners' compliance with the terms and provisions of this Agreement. F. Owner hereby agrees that the Historic Landmark Property shall continue to be included on the City's Inventory of Historical and Cultural Landmarks (IHCL) and furthermore, understands that any physical alternations to the Historic Landmark Property or the exterior of the house require the Owner to submit and secure approval of a Site Plan Review (SPR) application by the Cultural Heritage Commission. Section 4. Furnishing Information. The Owner hereby agrees to furnish the City with any and all information requested by the City which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. Section 5. Cancellation. A The City, following a duly-noticed public hearing by the City Council as set forth in Government Code Section 50285, may cancel this Agreement if it determines that the Owner has breached any of the conditions of this Agreement or has allowed the Historic Landmark Property to deteriorate to -···--···----··-·-·----------1fho that it no-longer meets the standards-fora qaalified historical-----· property, .or if the City determines that the Owner has failed to preserve, restore or rehabilitate the Historic Landmark Property in the manner specified in Section 3 of this Agreement. If a contract is canceled because of failure of the Owner to preserve, maintain, and rehabilitate the Historic Landmark Property as specified above, the Owner shall pay a cancellation fee to the State Controller as set forth in Government Code Section 50286, which states that the fee shall be 12Y2% of the full value of the Historic Landmark Property at the time of cancellation without regard to any restriction imposed with this Agreement. Page 4 of 8 Section 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, the City shall give written notice to the Owner by registered or certified mail addressed to the address stated in this Agreement, and if such violation is not corrected to the reasonable satisfaction of the City within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default of said breach, 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 against any violation by the Owner 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 Landmark Properties are available to the City to pursue in the event that there is a breach of this Agreement. No waiver by 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. Section 7. Binding Effect of Agreement. The Owner hereby subjects the Historic landmark Property to the covenants, reservations, and restrictions as set forth in this Agreement. 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 Landmark Property. Every contract, deed, or other instrument hereinafter executed, delivered, and accepted shall be subject to the ----,r-n\:T~:>n-:::rnlt~-----ro·~-t:>rn~t·inni~ -and restrictions--expressed-in this-Agreement ___ - regardless of whether such covenants, restrictions, and reservations are set forth in such contract, deed, or other instrument. Section 8. 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. Page 5 of 8 To City: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, California 92675 To Owner: Chad & Katie Cress 31442 El Camino Real San Juan Capistrano, CA 92675 Section 9. 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 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 their contractor, subcontractor, agent, employee or other person acting on their behalf which relates to the use, operation, and maintenance of the Historic Landmark 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 Landmark 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 Landmark Property. D. All of the agreements, rights, covenants, reservations, 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;~anu all pers~ons· acquiring any part orportion·~ot the Historic---~·····-~·~ Landmark Property, whether by operation of law or 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 the court costs and other relief ordered by the court. Page 6 of 8 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. Section 10. 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. IN WITNESS WHEREOF, the City and Owner have executed this Agreement on the day and year first written above. ATTEST: Maria Morris, City Clerk APPROVED AS TO FORM: Hans Van Ugten, City Attorney CITY OF SAN JUAN CAPISTRANO By: __ ~-----------------------­Sam Allevato, Mayor By:--\:-:::;>a~~-· -=- Chad Cress, Owner By: ---><i!a--=<CWsf~---"='~~~-­ Katie Cress, Owner Page 7 of 8 CALIFORNIA ALL-PURPOSE CERTIFICATE OF ACKNOWLEDGMENT State of California County of Oraqg e On &gvst 237 zon before me, Lj an (Hereinsertnamean titl personally appeared Ira ric Cre ~ and Chad Cre: L l c 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/sheLthey..executed the same in his/her/their authorized capacity(ies), and that by his/her/:thcir 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 laws of the State of California that the foregoing paragraph is true and correct. (Notary Seal) LIZ KARACUSCHANSKY Commission # 2001848 Notary Public -California ~ Orange County ~ ,.,M! ~oT"l· ;xEir!s ;a2 L\n1~( ADDITIONAL OPTIONAL INFORMATION DESCRIPTION OF THE ATTACHED DOCUMENT Number of Pages __ Document Date ____ _ (Additional information) CAPACITY CLAIMED BY THE SIGNER 0 Individual (s) 0 Corporate Officer (Title) 0 Partner(s) 0 Attorney-in-Fact 0 Trustee(s) 0 Other ___________ _ 2008 Version CAPA vl2.l0.07 800-873-9865 www.NotaryClasses.com INSTRUCTIONS FOR COMPLETING THIS FORM Any acknowledgment completed in California must contain verbiage exactly as appears above in the notary section or a separate acknowledgment form must be properly completed and attached to that document. The only exception is if a document is to be recorded outside of California. In such instances, any alternative acknowledgment verbiage as may be printed on such a document so long as the verbiage does not require the notary to do something that is illegal for a notary in California (i.e. certifYing the authorized capacity of the signer). Please check the document carefully for proper notarial wording and attach this form if required. • State and County information must be the State and County where the document signer(s) personally appeared before the notary public for acknowledgment. • Date of notarization mnst be the date that the signer(s) personally appeared which must also be the same date the acknowledgment is completed. • The notary public must print his or her name as it appears within his or her . ___ c_~~~i()IIJ:o_Il().Wed ~y~c.<>nnn~ llll.<L~!IY().!I!Jttl<!Jn.Qtll!ypl!l:JJi£L~-_ • Print the name(s) of document signer(s) who personally appear at the time of notarization. • Indicate the correct singular or plural forms by crossing off incorrect forms (i.e. lle/she/tBey, is /&J'e) or circling the correct forms. Failure to con·ectly indicate this information may lead to rejection of docwnent recording. • The notruy seal impression must be clear and photographically reproducible. Impression must not cover text or lines. If seal impression smudges, re-seal if a sufficient area permits, otherwise complete a different acknowledgment form. • Signature of the notary public must match the signature on file with the office of the county clerk •!• Additional information is not required but could help to ensure this acknowledgment is not misused or attached to a different document. •!• Indicate title or type of attached document, number of pages and date. •:• Indicate the capacity claimed by the signer. If the claimed capacity is a corporate officer, indicate the title (i.e. CEO, CFO, Secretruy). • Securely attach this document to the signed document .· To Whom it May Concern, Katie and I bought the house (31442 El Camino Real) from Jorge and Estela Puelma and while in escrow attended the Cultural Heritage meeting understanding that the house would change ownership either before or after the listing of the house on the IHCL and Mills Act. We closed on July 1 and have completely moved in. Now that we officially own the house, we would like to continue this process as it was our intent from the beginning to pursue this. We look forward to working with the city to list the house. Best, Chad and Katie Cress Page 1 of 1 AUG~2-:rzm4 PLANNING DEPT. ATTACHMENT 2 BUILDINGS AND SITES OF DISTINCTION City of San Juan Capistrano, California The Buildings and Sites of Distinction list (BOD), created between 1977 and 1987, serves as a list of structures and sites which are potentially eligible for inclusion on the City's "Inventory of Historic and Cultural Landmarks" when they meet all listing criteria and/or have property owner concurrence to be added to the Inventory. The BOD is an honorary designation and imposes no restrictions nor conveys any benefits (refer to the October 27, 1987 Cultural Heritage Commission Agenda Item on the "Buildings of Distinction"). However, proposed development projects on these sites may need to address additional issues under the California Environmental Quality Act. Name Address RESIDENTIAL 1910-20 Guy Williams/ Bathgate 29931 Camino Capistrano House 1920-30 Oyharzabai-Meeker House 31362 Andres Pico Road Herlihy-Presbyterian Manse 31392 Don Juan Avenue Fetterman-Esslinger House 31372 Guadalupe Street Fred Stroschein House 31402 Don Juan Avenue Joaquin Errecarte House 31471 La Matanza Street Ada Forster House 31292 Ysidora Street Mission Hill Neighborhood part of Tract 808, Mission Hill Subdivision Mission Flats Neighborhood part of Tract 808, Mission Hill subdivision 1930-40 Echenique Bunkhouse 28012 San Juan Creek Road Ferris Kelly House 31460 El Camino Real Troubleman's Cottage 31671 Lobo Street Updated by the Cultural Heritage Commission June 2008 Assessor Parcel Number 121-050-02 124-201-11 124-202-22 124-201-17 124-202-24 124-203-06 124-201-14 124-190-06, & 20; 124-201- 11, 14; 124-202-13,22,23, 24, 28, 30. 124-203-04, 05, 06, 22; 124- 211-12, 27; 124-212-09, 19, 22, 23, 29, 30, & 36. 664-082-04 124-202-30 121-142-12 page 1 of2 ATTACHMENT 3 BUILDINGS AND SITES OF DISTINCTION City of San Juan Capistrano, California 1940-55 Scout Hut 31372 La Matanza Street Gates House 31382 La Matanza Street Lucana Forster lsch House 31415 El Horno Street COMMERCIAL 1910-20 San Diego Gas & Electric 31 050 Camino Capistrano Building "Ice House"-Decorative Arts 31531 Camino Capistrano Center 1920-30 Proctor-Stafford Building 31802 Camino Capistrano Provincial Building 31815 Camino Capistrano Yorba House-Decorative 31431 Camino Capistrano Arts Center 1930-40 Mexico Lindo-Vaquero West 26755 Verdugo Street OTHER Community Christian Church 31612 El Camino Real Capistrano Union High Located on the Colinas School "C" Ridge San Juan Capistrano Public 31495 El Camino Real Library John Lautner Building 34000 Via de Agua Rancho Capistrano 29251 Camino Capistrano Updated by the Cultural Heritage Commission June 2008 124-212-30 124-212-29 124-202-23 649-052-03 121-130-06 124-160-20 121-150-11 121-130-03 121-141-11 124-170-11 n.a. 124-190-21 675-034-05 637-082-71 page 2 of2 State of California-The Resources Agency DEPARTMENT OF PARKS AND RECREATION PRIMARY RECORD Primary# ______ _ HRI# Trinomial NRHP Status Code 7 Other Listings ________ Review Code Reviewer Teri Delcamp/Nick Taylor Date October 2006 & June 2014 Page _1_ of _l__ *Resource Name or#: (Assigned by recorder) Father O'Sullivan House Pl. Other Identifier: *P2. Location: 0 Not for Publication Unrestricted *a. County Orange and (P2c, P2e, and P2b or P2d. Attach a Location Map as necessary.) *b. USGS 7.5' Quad __ Date T _; R _; _ 114 of_ 114 of Sec_; _B.M. c. Address 31442 El Camino Real City San Juan Capistrano Zip 92675 d. UTM: (Give more than one for large and/or linear resources) Zone_,_ mE/ __ mN e. Other Locational Data: (e.g., parcel#, directions to resource, elevation, etc., as appropriate) APN 124-202-28; Lot 11, Block 5, Tract 808 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) The house consists of a single story, vernacular Craftsman style house comprising 956 square feet. The house has two bedrooms and one bath. Exhibiting a simple fa<;ade, the house has a side gabled hip-on-gable roof rising to a pyramidal peak at the center. Shallow roof overhangs feature exposed rafter tails. Walls are clad in narrow wood clapboard and have end boards at the comers. The centrally located, ten-paned glazed front door is covered by a hip-on-gable portico supported by knee braces. True divided lite wood windows punctuate the almost symmetrical fa<;ade. The window to the left of the door is a pair of three-paned sashes, while the window to the right is a set of three, six-paned sashes, and both have wood sills and battened shutters. Brick chimney pierces the south hip-on-gable. The original narrow concrete sidewalk to the front steps and divided driveway is typical of homes built in this era. *P3b. Resource Attributes: (List attributes and codes) HP2 Single Family Property *P4. Resources Present: Building 0Structure OObject 0Site 0District OElement of District OOther (Isolates, etc.) P5a. Photograph or Drawing (Photograph required for buildings, structures, and *PlO. Survey Type: (Describe) Area historical significance determination P5b. of Photo: (view, date, accession#) West view, October 2004 *P6. Date Constructed/Age and Source: X Historic 0Prehistoric 0Both 1929 per County Tax Assessor records *P7. Owner and Address: Jorge & Estela Puelma 31321 Andres Pico Road San Juan Capistrano, CA 92675 *P8. Recorded by: (Name, affiliation, and address) Nick Taylor Associate Planner City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 *Pll. Report Citation: (Cite survey report and other sources, or enter "none.") -"n"'o"'n""e _______ _ *Attachments: [)\lONE [Location Map Continuation Sheet Oluilding, Structure, and Object Record [}\rchaeological Record OJistrict Record [Linear Feature Record []vlilling Station Record [J{ock Art Record 0\rtifact Record []:>hotograph Record OOther (List): DPR 523A (1/95) Page 1 of 3 ATTACHMENT 4 State of California-The Resources Agency DEPARTMENT OF PARKS AND RECREATION BUILDING, STRUCTURE, AND OBJECT RECORD Primary# HRl# *NRHP Status Code .1 Page 2 of 3 *Resource Name or# (Assigned by recorder) Father O'Sullivan House Bl. Historic Name: Father St. John O'Sullivan_House B2. Common Name: none B3. Original Use: SFR 84. Present Use: SFR *B5. Architectural Style: Craftsman *86. Construction History: (Construction date, alterations, and date of alterations) Built in 1929, the house has no documented alterations. The only permit on record is in 2000 for a special inspection of electrical wiring in the aftermath of a fire. The front door may not be original, but is compatible with the style of the house. A wood fence, arbor and gate were added to the property in 2006. *B7. Moved? No [)'es OJnknown Date: Original Location: *B8. Related Features: A detached garage in the rear of the lot appears to have been built at the same time as the house and matches the architectural style and materials including the siding and hip-on-gable roof form. It exhibits an elongated form so it may have been extended at some point. The sidewalk and steps are original. B9a. Architect: attributed to Clarence Lobo b. Builder: unknown *BlO. Significance: Theme: Area: San Juan Capistrano Period of Significance: 1929 Property Type: Single Family Residence Applicable Criteria: (Discuss importance in tenns of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity.) This home is located within the area known as Mission Hill-Mission Flats. The neighborhood is located northeast of Mission San Juan Capistrano and was likely inhabited by Acjachemem Indians before the land passed into the ownership of the Spanish Crown, then the Mission, and finally into private ownership. In 1926, development partners A. H. Reid and Ole Hanson----former mayor of Seattle and founder of San Clemente, California-purchased and began developing the acreage. Tract 808, "Mission Hill", was recorded in 1926 over Lot 9 and a portion of Lot 8 of original Tract 103, Mission Tract No. 2 and Mission Tract No. 3. In 1931, Hanson bought his partner's share and became sole owner of the tract development. The subdivision encompasses the geographical boundaries of Mission Hill-Mission Flats. The street pattern follows the natural topography of the area, with narrow streets especially in the Mission Hill area of the subdivision. The neighborhood's westernmost boundary consists of the historic El Camino Real. TheEl Camino Real linked California's twenty-one missions together, making each mission within a day's travel of the next. The subdivision included 146 residential lots on approximately 28 acres and was provided with graded and graveled streets as well as electricity. The neighborhood also includes remnants of a late eighteenth century kiln, used by the local Native American population to help construct the San Juan Capistrano mission. (Continued on DPR 523L) B 11. Additional Resource Attributes: (List attributes and codes) *812. References: A Guide to Historic San Juan Capistrano -Established in 1776, Mary Ellen Tryon A Field Guide to American Houses, Virginia and Lee McAlester 813. Remarks: *814. Evaluator: Teri Delcamp, Nick Taylor *Date of Evaluation: October 2006 (updated 2014, Nick Taylor) (This space reserved for official comments.) DPR 5238 (1/95) Page 2 of 3 (Sketch Map with north arrow required.) State of California The Resources Agency DEPARTMENT OF PARKS AND RECREATION CONTINUATION SHEET Primary# HR!# Trinomial Page of *Resource Name or# (Assigned by recorder) Father O'Sullivan House *Recorded by: Ni"'ck"'--"T_,a""y""lo'"'-r ____ *Date July 2014 Continuation 0Update *810. Significance (continued): The area developed with an eclectic mix of architectural styles, including Craftsman, Spanish Colonial and Mission Revival, California Ranch, and Minimal Traditional, primarily between 1926 and 1955. Some earlier homes and structures from other areas were relocated into the Mission Flats area. More recent development since the 1 960s includes some multiple family dwelling units and more contemporary architectural styles. While not having a sufficient concentration to be designated as a historical district, the area retains enough individually significant homes, including the subject property, with good integrity to preserve the overall historical architectural character of the area. The lot was purchased from AH Reid by Father St. John O'Sullivan in 1929, the same year County tax assessor records show the house was built. According to the current owner of the neighboring house at 31440 El Camino Real, the design of this house is purported to have been done by Clarence Lobo for his drafting class. Father St. John O'Sullivan was born in 1874 in Kentucky, and was ordained as a priest in 1904. Soon after he was diagnosed with tuberculosis and moved to Texas, then Arizona. Father Alfred Quetu met O'Sullivan in Arizona in 1909, and invited him to the Mission in San Juan Capistrano. O'Sullivan arrived in 1910 and was the first resident priest attached to the Mission since 1886. Father O'Sullivan was instrumental in carrying on the restoration of the Mission that had been begun by the Landmarks Club in 1895, and in learning about, and capturing in his writings, the lives of the Juanenos. He oversaw the completion of the Serra Chapel restoration in 1922 with the installation of the Spanish reredo behind the altar, and the Mission parish school opened in 1928 under the auspices of the Sisters of the Immaculate Conception from Ohio. The 1930 census shows St. John 0' Sullivan and family (his sister Lucy and brother Anthony) living at this house. Father O'Sullivan died in 1933, so his tenure at the house was short-lived and at the end of his life. The house was later owned by Walter Fath at least through 1959. The house remains in virtually original condition, and is representative of a simple, vernacular Craftsman style house of its era. The newer arbor and gate distract somewhat from the view of the house from the street and should be modified when a future opportunity arises to be less visually obtrusive. However, the feature does not affect the overall historic integrity of the site and the house. As such, the house qualifies for listing on the Inventory of Historic and Cultural Landmarks under California Register criterion 3. The association with Father St. John O'Sullivan, one of several priests who figure prominently in the history of Mission San Juan Capistrano, also qualifies the home for listing on the Inventory of Historic and Cultural Landmarks under California Register criterion 2. DPR 523L (1/95) Page 3 of 3 *Prepared and Submitted by Applicant, May 9, 2014 Page 1 of 20 ATTACHMENT 5 Page 2 of 20 El 4 ~-~·a.·~"',_. on the list under "'"'n.rn"' and Estela wished to not in Page 3 of 20 of California 3A The Resources .. .,,.,.,,,.,., IDEPAIRHIJEIIITOF AND RECREATION P1. Other Identifier: Other Review Code •P2. Location: Not for Publication and (P2b and P2c or P2d. a USGS 7.5' Quad: Date: Trinomial NRHP Status Reviewer •a. Date Orang~ appropriate) Eievation: *P6. Date G<l•I"'S;tnlet•edi'ACie Sources: Page 5 of 20 State of California% The Resources DEPARTMENT OF PARKS AND tn:::t,;n~::A Resource Name or if' neighbo:rho•od also includes remnants construct t.he San Juan Canis•tra1no 811. Additional Resource Attributes: *!312. References: al!ribules and codes) A Guide to Historic San Jutm Capistrano-Established 1776, Ellen Anum.can Houses, Virginia Lee McAlester 813. Remarks: Page 6 of 20 *Recorded Page 7 of 20 Page 8 of 20 • • no, your name and site lllrisfliNIIAI!I!. to mddre$\IS below: OWNER: Page 9 of 20 Page 10 of 20 Page 11 of 20 Page 12 of 20 0 N -0 ("') ...- (J) OJ ro CL Real Durnford/Marco Forster Signifi:can,ce Matrix tor lliCL Ciilildi:datles AD HOC COMMITTEE REVIEW DRAFT Revised 03/14/05 Street La Calera Street ---------------------------·---1 Tax Assessor Records on GeogJraphical Information -.r··~---, as defined the National ReJ;IStl~r structures more than 50 years old are considered uo:ten1tialLv historic. 3 Based on California Environmental the broad patterns of California's "Is associated with events that have made a significa:nt contribution to Based on California Environmental 5 Based on California Environmental Act Criterion B, "Is associated with lives in our past. Act Criterion "Embodies the distinctive characteristics of a method or rept·esents the work of an nnnn;rte~1M 6 Based on California Environmental "Has "~·~v~, Prior to !955 Priorto 800 of San Juan '-'"~-"'~''"'""v, nn•vum~m determined of historical resources. the • FROM: SUBJECT: Page 16 of 20 • • 3 31442 El Camino Real Page 17 of 20 • 4 Page 18 of 20 0 Cl (J) CHC RESOLUTION NO, 06-1 -14-x A RESOLUTION OF THE CULTURAL HERITAGE COMMISSION OF THE CITY OF SAN JUAN CAPISTRANO RECOMMENDING APPROVAl OF AN AMENDMENT TO THE CITY'S INVENTORY OF HISTORIC AND CUlTURAL LANDMARKS TO ADD A PROPERTY WITHIN THE MISSION Hill-MISSION FLATS NEIGHBORHOODS Whereas, the Hill M1sston Flats for Whereas, !l"le owners of the the lo add their to the IHCL the within the and has identified up to Historic and Cultural have submitted written 31442 El Cammo Real, Assessor Parcel 24-202-28, and Estela Puelma, 31321 Andres Pico San Juan CA 92675, and, Page 19 of 20 • AYES: NOES: ABSTAIN: ABSENT: Page 20 of 20 CITY OF SAN JUAN CAPISTRANO Subject: HISTORIC PRESERVATION FEE WAIVER COUNCIL POLICY Page 1 of 2 Effective Date 8/20/96 Policy Number 603 It is the policy of the City Council in the effort to assist private parties in the preservation of historically and culturally significant structures and places as listed on the Inventory of Historic and Cultural Landmarks, to exempt improvements from all City fees, subject to approval of the Planning Director in accordance with the following circumstances. 1. All structural improvements including those proposed for contributing structures located on property listed on the Inventory of Historic and Cultural Landmarks, if rehabilitated to be consistent with the criteria established by the Secretary of the Interior's "Standards of Rehabilitation and Guidelines for Rehabilitating Historic Buildings". For the purposes of defining contributing structures, said definition is to include ... "those buildings or features as well as features of the site that are important in defining the overall historic character. Site features can include driveways, walkways, lighting, fencing, signs and other archaeological features that are important in defining the history of the site". 2. Routine maintenance of any building or contributing structure located on property listed on the Inventory of Historic and Cultural Landmarks shall also be exempt from the requirement that Cultural Heritage Commission approval is required prior to commencement of the improvements, subject to a determination by the Planning Director that said improvements will not result in a major alteration of the building's architecture. 3. New freestanding structures or additions representing more than 100% of the existing building square footage shall not be exempt under this policy and shall be subject to payment of all City fees. 4. Required improvements to satisfy compliance with State and Federal regulations (which will not require modifications to a building's exterior elevations) of any building or contributing structure located on property listed on the Inventory of Historic and Cultural Landmarks shall also be exempt from review and approval by the Cultural Heritage Commission. 5. Proposed land use improvements adjacent to buildings listed on the Inventory of Historic and Cultural Landmarks shall be reviewed and approved by the Cultural Heritage Commission provided a finding of physical and aesthetic compatibility is determined. This provision shall include improvements to property either listed on the Inventory of Historic and Cultural Landmarks or immediately adjacent. ATTACHMENT 6 CITY OF SAN JUAN CAPISTRANO Subject: HISTORIC PRESERVATION FEE WAIVER COUNCIL POLICY Page 2 of2 Effective Date 8/20/96 Policy Number 603 6. All applications for building permits under the above circumstances shall be required to be reviewed and approved by the Cultural Heritage Commission in accordance with Section 9-2.310 unless specifically exempted above. 7. The Planning Director shall review all applications that may comply with the above criteria. Prior to initiation offormal processing, the Planning Director shall, in writing, make a finding on whether the Council Policy pertains to the application. In making this finding, the Planning Director shall reference the contents of this policy and any applicable provisions of the Secretary of the Interior's "Standards of Rehabilitation and Guidelines for Rehabilitating Historic Buildings". ###