Loading...
HomeMy WebLinkAbout1997-12-15 City Council (27)City City ofealo A o8 Manager’s Report TO:HONORABLE CITY COUNCIL FROM:CITY MANAGER DEPARTMENT: PLANNING AND COMMUNITY ENVIRONMENT DATE:DECEMBER 15, 1997 CMR:492:97 SUBJECT:REQUEST FOR THE CITY TO ENTER INTO A HISTORIC PROPERTY PRESERVATION AGREEMENT WITH THE OWNERS OF 420 MAPLE STREET RECOMMENDATION The Historic Resources Board (HRB) recommends that the application for a Mills Act contract with the owners of 420 Maple Street be delayed until after a Mills Act policy has been adopted by the City Council as part of the update to the Historic Regulations. Staff continues to recommend approving a Mills Act contract with the owners of 420 Maple Street, subject to the terms and conditions of the attached Historic Property Preservation Agreement. BACKGROUND The request for a Mills Act contract was reviewed by the HRB on November 5, 1997. The staff report to the HRB and the associated minutes from the HRB meeting are attached. BOARD ’REVIEW AND RECOMMENDATION Following is a list of questions/concerns raised by the HRB with a staff response/comment (m italics) to each: 1.What is the actual tax break to the applieimt resulting from the contract? The actual tax savings are based on a complex formula that is calculated by the Santa Clara County Tax Assessor’s Office. The new property tax is based on a lower property assessment. Reductions of up to 90 per cent are possible. Why does the draft agreement establish $2,000 as a minimum of the tax savings to be used for property maintenance and rehabilitation? Such a provision does not exist in either of the two existing Mills Act contracts previously approved by the City Council," however, staff believes that it is logical to ensure that some CMR:492:97 Page 1 of 3 part of the tin" savings is returned to the properO,. Staff originally suggested to the applicant that loper cent of the savings be used for such purposes. The applicant suggested a flat amount be utilized so that the Ci(y andJor the applicant wouM not be required to re-establish a figure each year. Information from the applicant indicates that the actual maintenance of the property currently exceeds $2,000 annually. Why not require an amount equal to the tax savings to be used for maintenance and rehabilitation? This type of provision does not exist in either of the two current Mills Act contracts, nor is it required under State lcm,. In the absence of a specific Council policy, staff felt that 10 per cent of the tax savings constituted a reasonable amount to ensure the provision of a minimum level of property maintenance. The house has been modified. Does the property still qualify for the National Register? As required for all City and National Register landmark sites, the additions to the house were approved by the HRB as being in conformance with the Secretary of Interior’s Standard; therefore, the property is presumed to still be eligible for the National Register. Has the applicant specified what the tax savings will be used for o~ when maintenance and rehabilitation will take place? Not specifically, however, the drafi preservation agreement requires the owner/applicant to provide an annual list of maintenance and rehabilitation items. RESOURCE IMPACT The Santa Clara County Tax Collector confmned that a total of $18,172 in property taxes was assessed on the subject property in 1997. The City’s Administrative Services Department estimated that approximately 10 per cent, or $1,817, came back to the City as general fund revenue. In addition, the Palo Alto Unified School District (PAUSD) received approximately 40 percent, or $7,269, as general revenue. If the proposed agreement is approved, the City and the PAUSD would lose a substantial portion of this revenue for the life of the contract. POLICY IMPLICATIONS No policy, code or procedure currently exists which pertains to the Mills Act contract request. CMR:492:97 Page 2 of 3 TIMELINE No specific legal tirneline has been established for Mills Act contract requests. seeks to record the preservation agreement prior to December 31, 1997, property tax savings for 1998. The applicant to realize the ENVIRONMENTAL REVIEW The application is categorically exempt from the provisions of the California Environmental Quality Act (CEQA). ATTACHMENTS 1. Report to the Historic Resources Board dated 11/5/97, including draft Historic Property Preservation Agreement 2. HRB minutes dated 11/5/97 PREPARED BY: George White, Senior Planner DEPARTMENT HEAD: KENNETH R. SCHREIBER Director of Planning and Community Environment CITY MANAGER APPROVAL: EMILY ]~MLRISON Assistant City Manager cc:Guy Blase, 356 Coleridge, Palo Alto, CA 94301 Mike Levinthal, 420 Maple Street, Palo Alto, CA 94301 CMR:492:97 Page 3 of 3 Historic Resources Board TO: FROM: AGENDA DATE: SUBJECT: Staff Report Item No. I. 1 Historic Resources Board George White, Senior Planner DEPARTMENT: Planning November 5, 1997 Request for the City to enter into a Historic Property Preservation Agreement with the Owners of 420 Maple Street RECOMMENDATION Staff recommends that the Historic Resources Board recommend that the City Council approve a Historic Property Preservation Agreement pursuant to the provisions of the Mills Act of the State of California, which would be effective upon recordation. PROJECT DESCRIPTION The owners of 420 Maple Street request the City to enter into a Historic Property Preservation Agreement, pursuant to the provisions of_the Mills Act of the State of Califomia. The terms of the agreement are presented in the "Preservation Agreement" section of this report and are included in Section 3 of the proposed Historic Property Preservation Agreement, Attachment # 1. PROJECT HISTORY Site Description The subject property is located at the end. of Maple Street in the Crescent Park neighborhood. The surrounding neighborhood consists of single family residences of various early twentieth-century architectural styles that are located on estate parcels ranging in size from 7,500 to 37,000 square feet with mature landscaping. The subject site is a 26,571 square foot rectangular parcel with a 178 foot street frontage and a 150 feet depth. The property abuts residentialproperties on the west and south side and the San Francisquito Creek to the north (see attachment #3, site location map). Background The subject building, known as the "Dunker House" after the original owners, is currently listed as a Category II structure on the local Historic Resources Inventory and was placed on the National Register of Historic Places as a locally designated landmark on February 19, 1982 (the National Register Nomination form is attached for reference). The Historic Resources Inventory indicates that the subject house was designed by Birge Clark and built in 1926. The two story residence is an early example of California Colonial Style in Palo Alto. The standard elements of the California Colonial Style include an austere front facade with the major interior spaces oriented toward an interior courtyard. The architectural features of the subject house include ironwork grilles, recessed entryway, exposed interior beams, and ceramic tile at the entry steps. The subject house has been extensively renovated and remodeled. In 1994, the Historic Resources Board approved a detached two story guest house with kitchen, bathroom and garage located to the north of the original house. The addition incorporated appropriate architectural design features, including fine detailing on the windows and at the end cuts on rafter tails. There was also a remodel of the north wing of the residence which previously housed the kitchen, service porch, maid’s quarters, cook’s quarter and two car garage into a family room, gym and workshop. Other renovations have included remodelingthe second floor bathrooms, first floor den and sun room of the south wing. The garden has been updated to include a modern new entryway trellis painted a non-historic, green color located on in the side yard and a new garden shed. The property was originally landscapedby Leslie Kiler, the original owner’s son-in-law. The front yard is landscaped with mature species of trees, shrubs and plants. There is a formal garden located in the rear and side yard that include a rose garden, wishing well and stone retaining wall with architectural fragments of a column capital and flagstone pathways. The home sits at the end of a street that is lined on both sides by Southern Magnolia (Magnolia grandiflora) that are in fair health and structure. There are very old and mature landscape trees on the subject property that are all in good health. The front of the house is dominated by a massive Atlas Cedar (Cedrus atlantica) and a leaning but stable Deodar Cedar (Cedrus deodara) occupies the area in front of the carriage house. The side yard has a large London Plane (Platanus acerifolia) on the property line. There are Japanese Maple (Acer palmatum) and Dogwood (Cornus sp.) that are planted below that fit the landscape theme. There are two original English Holly (llex aquifolium) that are excellent preserved specimens and are in good health. Current and Pending Cil3,. Historic Regulations The property is currently protected from demolition and significant alteration by the Interim Historic Regulations (Chapter 16.50 of the PAMC). These interim regulations are intended to protect potentially historic residences built before 1940 while the City’s historic ordinances and resource inventory are updated. It is uncertain whether this level of preservation will exist after the permanent historic regulations are developed. At this point in time no specific procegs or fee schedule has been adopted by the City for Mills Act requests and, as a result, each application is evaluated on a case by case basis. The City Council has placed Mills Act policies and procedures on the Planning Department Work Program for 1997/1998. It is anticipated that this subject will be considered during the aforementioned historic ordinance and resource inventory update process. Mills Act Contract A Mills Act contract is a voluntary agreement between a qualified owner of a historic property and the local jurisdiction that provides property tax relief in exchange for compliance with certain preservation restrictions. The local government has the option to choose the properties that are suitable for the incentive by evaluating various factors such as the significance of the building to the community, developmentpressure on the site, and the need for rehabilitation. The Mills Act is flexible but has the following mandates: A written contract for the minimum duration often (10) years, renewable annually thereafter. ¯Terms to ensure preservation and rehabilitation of the property to be done in compliance with State Historic Preservation Office regulations. ¯An agreement by the property owner to allow interior and exterior inspection; typically one annual inspection. ¯A requirement for the property owner to supply all information required to establish that the property is eligible for the Mills Act. ¯The right of the local jurisdiction to decide on a case by case basis whether a property fits the local standards of suitability for this incentive program. The Mills Act also allows local governments to require the costs to administer the program be paid by the applicant. The City currently has two Property Preservation Agreements, one with the owners of the Juana Briones House, located at 4155 Old Adobe Road and the other with the owners of the Squire House located at 900 University Avenue. Page 3 Proposed Preservation Agreement In addition to providing future protection to the exterior facade of the landmark residence, the proposed agreement would require the current owners of the subject property to preserve and maintain the interior entry hall and living room which includes original doors and hardware, hardwood floors, light fixtures and plaster finish. The owners would also agree to preserve, restore as needed, and maintain the original landscaping. If the recommended Mills Act contract is approved, there will be a requirement that the property owners would meet the following terms of the preservation agreement: 1. The property owner shall provide a Historic American Building Survey (HABS) quality documentation of the property. This shall include the following elements: a. The history and design of the landscaping shall be researched by a t-LABS experienced historian or other qualified professional. Note: Appropriate documentation of the house has been completed and submitted to staff, and, therefore, is not required as part of this agreement. b. The preparation of site plans, landscape plans, exterior elevations, interior elevations of the entry hall and living room and floor plans by an architect or other qualified professional. c. The photographic documentation of the exteriorresidence, interior entry hall and living room and landscaping by a qualified professional photographer. This documentation shall include a minimum of 10 views. Prior to undertaking the above, the property owner shall submit the credentials and practical experience of the selected qualified professional(s) to the Planning Department for review and approval. Once completed, the I-LABS documents shall be provided to the City and subsequently deposited for public review at the Palo Alto Main Library. This documentation shall be competed by July 1, 1998. 2. After the historical documentation of the landscaping is completed, the applicant shall develop and provide to the City Planning Department a preservation plan that identifies the remaining historically significant landscape areas. This plan shall include a schedule for an ISA Certified Arborist to inspect and supervise any required pruning of trees on the property. 3. The owners shall preserve and maintain the exterior of the residence, the interior spaces of the entry hall and living room and the identified historical landscape Page 4 features. Any future modifications or alterations to these areas shall be subject to review by Historic Resources Board to determine compliance with the Secretary of Interior’s Standards for Rehabilitation and with the Standards of the State Historic Preservation Office. 4. On July 1 of each. year, the property owner shall provide a statement to the City Planning Department outlining any intended repairs, maintenance and rehabilitation projects for the duration of the agreement. A minimum of $2000.00 of the annual property tax reduction resulting from this agreement shall be used for preservation, rehabilitation and maintenance. 5. The owners shall open the property, including the interior of the house, on an annual basis to a public tour conducted by the owners or by a civic or historic organization selected by the owners and approved by the Planning Department. 6. The property owner shall allow City Planning staff to inspect the interior and exterior of the property on an annual basis to ensure compliance with this agreement. 7. The applicant shall pay a $250.00 annual fee to cover the cost of City stafftime and materials used in administering this agreement. An invoice shall be submitted the property owners annually which itemizes these costs. This amount will be increased annually by 3%. The above listed terms also appear in Section 3 in the draft Historic Property Preservation Agreement, Attachment # 1. RESOURCE IMPACTS The preservationAgreement would result in property tax relief for the property owners. The Santa Clara County Tax Collector confirmed that property tax in the amount of $18,172 was paid for the subject property in 1997. The City’s Finance Department estimates that approximately 10 percent, or $1,817.00, came back to the City as a general fund revenue. In addition, the Palo Alto Unified School District receives approximately40 percent, or $7,269, as general revenue. If the proposed agreement is approved, the City and the school district would lose a portion of this revenue for the life of the contract.. TIMELINE The recommendation of the Historic Resources Board will be forwarded to the City Council for final determination. If approved by the Council on December 1, 1997, the Agreement would be recorded in the Office of the Santa Clara County Recorder on or before December 31, 1997. ENVIRONMENTAL REVIEW Action on the proposed Preservation Agreement is categorically exempt from the provisions of the California Environmental Quality Act pursuant to Article 19, Section 15308, Actions by Regulatory Agencies for Protection of the Environment. COURTESY COPIES: Guy Blase, Applicant, 356 Coleridge Avenue, Palo Alto Kathy and Michael Levinthal, Owner, 420 Maple Avenue, Palo Alto ATTACHMENTS: A. Proposed Historic Preservation Agreement B. National Register Nomination Form C. Location Map Prepared by:Barbara Judy, Preservation Architect of the Interim Historic Program; and George White, Senior Planner Reviewed by: Lisa Grote, Zoning Administrator Division/Department Head Approval: Eric Riel, Chief Planning Official This document is recorded for the benefit of the City of Palo Alto and is entitled to be recorded free of charge in accordance with Section 6103 of the Government Code. After Recordat±on, mail to: OFFICE OF THE CITY ATTORNEY 250 Hamilton Avenue Palo Alto, CA 94301 HISTORIC PROPERTY PRESERVATION AGREEMENT [Government Code section 50280] THIS AGREEMENT is made and entered into this day of , 1997, by and between MICHAEL J. LEVINTHAL, TRUSTEE, under Trust Dated January 18, 1988 ("Owner") and the CITY OF PALO ALTO, a chartered city and California municipal corporation ’city"). RECITALS A. Owner possesses certain real property located in the City of Palo Alto, Santa Clara County, California, commonly known as 420 Maple Street and described in Exhibit "A" attached hereto ("Property"), which ~contains the historic residential structure known as the Dunker House and which, as hereinafter set forth, is a "qualified historic property" as defined in Government Code section 50280.1. B. Owner and City desire to protect ~nd preserve the Property in a manner which retains and enhances its characteristics of historical significance. C. Owner has requested that City enter into an historical property agreement with respect to the Property, in consideration for which Owner will agree to perform certain new obligations with respect to the Property. NOW, THEREFORE, the parties in consideration of the mutual covenants and conditions set forth herein and the substantial public benefit to be derived therefrom, do agree as follows: SECTION 1 -AUTHORITY This Agreement is made and executed pursuant to Artd 12 (commencing with Section 50280) of Chapter 1 of Part Division 1 of Title 5 of the Government Code. This Agr establishes that the subject Property is a qualified ~ 1 property under Government Code section 50280.1, in that it has been designated as an historic landmark (Category II) by the City pursuant to Chapter 16.49 of the Municipal Code, and is listed on the National Register of Historic Places. SECTION 2 TERM OF AGREEMENT This Agreement shall be effective as of the date of recordation, and shall remain in effect until January i, 2008. Such term will automatically be renewed on its Renewal Date as provided in Section 5 of this Agreement. SECTION 3 LIMITATIONS ON LAND USE During the term of this Agreement, the Property shall be subject to the following provisions, requirements, and restrictions: (a) On or before July i, 1998, Owner shall provide to City’s Department of Planning and Community Environment ("Department") Historic American Building Survey (HABS) quality documentation of the Property. This shall include the following elements: (i) The history and design of the landscaping shall be researched and documented by a HABS experienced historian or other qualified professional. (ii) Site plans, landscape plans, exterior elevations, interior elevations of the entry hall and living room, and floor plans shall be prepared by an architect or other qualified professional. (iii) The exterior residence, interior entry hall and living room and entire landscaping shall be documented with photographs by a qualified professional. This documentation shall include a minimum of ten (i0) views. Prior to undertaking this documentation, Owner shall submit the credentials and practical experience of the selected qualified professional(s) to the Director of Planning and Community Environment ("Director") or the Director’s designee for review and approval. Once completed, the HABS documents shall be provided to the City and will subsequently be deposited at the Palo Alto Main Library to allow public access.- (b) After the historical documentation of the landscaping is completed, Owner shall develop and provide to the Department a preservation plan for theAhistorical features of the original landsc.ape. This plan shall irf~!ude a schedule for an ISA Certified Arborlst to inspect and superJise any required pruning of trees on the Property.~ , 2 971023 lac 0080593 (c) Owner shall preserve and maintain the exterior of the residence, the interior spaces of the entry hall and living room, and those landscape features identified in the preservation plan ("Protected Areas"). Any future modifications or alterations to the Protected Areas shall be subject to review by the Historic Resources Board to determine compliance with the Secretary of Interior’s Standards for Rehabilitation and with the Standards of the State Historic Preservation Office. (d) On or before July i, 1998, and thereafter annually on or before July I of each succeeding year while this Agreement is in effect, Owner shall provide a written statement to the Department describing any repairs, maintenance and rehabilitation projects conducted during the previous year affecting the Protected Areas of the Property. The statement shall itemize the expenditures made by Owner to accomplish the work. A minimum of Two Thousand Dollars ($2,000) annually, representing a portion of the annual property tax reduction resulting from this Agreement, shall be used by Owner for preservation, rehabilitation, and maintenance of the Protected Areas of the Property. (e) Owner shall, once annually, open the Protected Areas of the Property to a public tour conducted by Owner or by a civic or historic organization selected by Owner. The annual statement submitted to the Department shall include a description of the date and nature of the public tour conducted during the prior year. The tours need not accommodate more than twenty (20) persons unless desired by the Owner. (f) Owner shall provide for such periodic examinations, by appointment, of the interior and exterior of the Property by the County Assessor, the State Department of Parks and Recreation, the State Board of Equalization and City, as may be necessary to determine Owner’s compliance with this Agreement. Owner shall upon request provide whatever information shall be required by City to determine the Property’s continuing eligibility "as a qualified historic property. (g) Owner shall be responsible for the full cost of City staff time and materials used in administering this Agreement. For the administrative convenience of the parties, the cost of routine administration shall be deemed to be the sum of Two Hundred Fifty Dollars annually, increased by three percent (3%) each year. This sum shall be due and payable on or before July i, 1998 and each July 1 thereafter and shall be submitted to City together with the report described above. Actual City costs associated with investigating any alleged noncompliance with this Agreement, and any administrative enfQrcement activities, shall be the responsibility of Owner. (h) Failure to submit in a timely manner the annual report and administrative fee described in this Section 3 shall not by itself be considered to be a material breach of this Agreement if the submission is made within ten (i0) days of a written reminder from City to Owner. 3 971023 lac 0080593 SECTION 4 -RECORDATION; WRITTEN NOTICE On or before December 31, 1997, City shall record an executed copy of this Agreement in the Office of the Santa Clara County Recorder. Owner shall provide written notice of this Agreement to the State Office of Historic Preservation within six (6) months of entering into this Agreement. SECTION 5 RENEWAL/NONRENEWAL (a) On January i, 1999, and on January 1 of each year thereafter ("Renewal Date"), one (i) year shall be automatically added to the initial term of this Agreement, unless notice of nonrenewal is given as provided in this Section and in Government Code Section 50282. (b) If either Owner or City desire in any year not to renew the Agreement, such party shall serve written notice of nonrenewal of the Agreement on the other party in advance of the Renewal Date. Unless such notice is served by Owner to City at least ninety (90) days prior to the Renewal Date or~by City to Owner at least sixty (60) days prior to the Renewal Date, one (i) year shall automatically be added to the term of this Agreement. Upon receipt by Owner of the notice of nonrenewal from City, Owner may make a written protest of the notice. City may, at any time prior to the Renewal Date, withdraw its notice to Owner of nonrenewal. If either City or Owner serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term remaining since its original execution, or since the last renewal of the Agreement, whichever the case may be. (c) If either party has served notice of nonr~newal as provided herein, the Property shall be valued by the County Assessor in accordance with the provisions of California Revenue and Taxation Code Section 439.3. SECTION 6 CANCELLATION (a) City may cancel this Agreement if the City Council determines, following a public hearing noticed in accordance with Government Code Section 50285, that Owner has breached any of the conditions of the Agreement or has allowed the Property to deteriorate to the point that it no longer meets the standards for a qualified historic.property. City may also cancel this Agreement if it determines that Owner has failed to maintain the Property in the manner specified in Section 3 of this Agreement. As an alternative to cancellation of the Agreement for breach of any condition, the City may pursue all available legal remedies to seek enforcement of the Agreement, including bringing a court action to enforce the Agreement by specific performance and/or injunctive relief. (b) If this Agreement is canceled as provided in this Section, Owner shall pay a cancellation fee as provided under Government Code Section 50286. 971023 lac 0080593 4 SECTION 7 -ATTORNEYS’ FEES The prevailing party in any action to interpret or enforce this Agreement shall be entitled to recover its reasonable attorneys’ fees. SECTION 8 NOTICE All notices hereunder shal! be given in writing and mailed, postage prepaid, by certified mail, addressed as follows: To City:Office of the City Clerk 250 Hamilton Avenue Palo Alto, CA 94301 To Owner:Michael J. Levinthal, Trustee or Property Owner 420 Maple Street Palo Alto, CA 94301 SECTION 9 - BINDING This contract shall be binding upon, and inure to the benefit of, al! successors in interest of Owner. A successor in interest shall have the same rights and obligations under this Agreement as Owner. IN WITNESS WHEREOF, CITY and OWNER have executed this Agreement the day and year first above written. ATTEST:CITY OF PALO ALTO City Clerk Mayor APPROVED AS TO FORM:OWNER Senior Asst. City Attorney Michael J. Levinthal, Trustee under Trust dated January 18, 1988 Attachment: Exhibit "A": Property Description 5 971023 lac 00~0593 CERTIFICATE OF ACKNOWLEDGMENT (Civil Code § 1189) STATE OF COUNTY OF ))) On , before me, , a notary public in and for said County, personally appeared , personally known to me (or proved to me on the basis of satisfactory evidence) tobe the person whose name is subscribed to the within instrument,and acknowledged to me that he executed the same in his authorized capacity, and that by his signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. 971023 lac 0080593 CERTIFICATE OF ACKNOWLEDGMENT (Civil Code § 1189) STATE OF COUNTY OF ) ) ) On , before me, , a notary public in and for said County, personally appeared , personally known to me (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her authorized capacity, and that by her signature on the instrument the persoh, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. 971023 ia~ 001~0593 7 EXHIBIT A The property commonly designated by street address as: 420 Maple Street, Palo Alto, Santa Clara County, California 94301, is more particularly described as follows: Lot Numbered 3 in Block Numbered lll, as said Lot and Block are designated on a Map entitled, "Map of Crescent Park, situate in the city of Palo Alto, Santa Clara, California" and which map was filed for record in the Office of the Recorder of the County of Santa Clara, State of California, on July 17, 1923 in Volume "R" of Maps, at Pages 36 and 37, records of said County. Excepting therefrom that portion granted to Santa Clara County Flood Control and Water District 4-15-69 in Book 8499, Page 355, and being described as: Beginning at the Northwesterly corner of said Lot 3; thence along the Northerly line of said Lot N 84° 30’ 00" E 62.22 feet and S 78° 00’ 00" S 89.72 feet to the Northeasterly corner of said Lot; thence along the Easterly line of said lot S 07° 52’ 00" W 29.62 feet; thenceleaving said Easterly line N 78° 00’ 00" W 87.32 feet; thence S 84° 30’ 00" W 64.66 feet to a point on the Westerly line of said Lot; thence along said Westerly line N 07° 52’ 00" E 30.00 feet to the point of beginning, containing 0.102 acres of land more or less. APN: 003-06-039 United States Department of the Interior Heritage Conservation and Recreation Service ~ational Register of Historic Places Inventory---Nomination Form See instructions in How to Complete National Register Forms Type all entries---complete applicable sections 1.Name RECEIVED historic Dunker House "/i’N g 0 I~8~] and/or common OHP 2. Location street& number 420 Maple Street 1 not for publication city, town Pal n A.1 tn ~ vicinity of congressional district state , Cal ifgTnia code 06 county S~nta Clar.a code 3. Classification Category Ownership Status P~esent Use ~ district ~ public ~ occupied ~ agriculture museum _ building(s)~ private ~ unoccupied ~ commercial ~ park _.._ structure ~ both ~ work in progress ~ educational ~ private residence ~ site Public Acquisition Accessible -- entertainment ~ religious ~ object ~ in process ~ yes: restricted ~ government ~ scientific ~ being considered ~ yes: unrestricted ~ industrial ~ transportation ~ no ~ military ~ other: 4, Owner of Property name Mrs. G.C. Hoyt street & number 420 Maple Street city, town Palo Alto ~vicinttyof state California 94301 5. Location of Legal Description courthouse, registry of deeds, etc.County courthouse street & number 70 W. Heddin~ city, town San Jose state California 95110 6, Representation in Existing Surveys Historical & Architectural Resources of the City pf Pml n A! tO has this property been determined elegible? ~ yes ~ no date February ! ~79 ~ federal ~ state ~ county ~ local depository for survey records Planning Dept., City of P.alo Alto Condition Check one Check one ..~ excellent ~ deteriorated ..~ unaltered ~ original site ~ good ~ ruins ~ altered ~ moved date ~ fair ~ unexposed Describe the present and original (if known) physical appearance In the early ’20s a Palo Alto real estate firm composed of Hare, Brewer, & Clark promoted the "Crescent Park Addition to the City of Palo Alto". This was the largest single addition that had been promoted and went all the way from Chaucer Street to the creek on both sides of University Avenue. It was also the first subdivision which made an effort to attain architectural merit by setting minimum costs for the building which was to be erected. The early effects were disappointing, as several of the first houses built by contractors on"free lots" were of indifferent merit, "pseudo-Spanish" or worse. Mr. and Mrs. John Dunker, prominent Palo Alto citizens, selected this lot at the end of Maple along the San Francisquito Creek, as both they and their architect (Birge M. Clark) regarded it as one of the best lots in the subdivision. The house itself has a length of over I00 feet on Maple and encloses on three sides a patio as shown on the enclosed sketch plan. This patio was and is still used for living purposes and serves as a setting for occasional musical entertainments. In 1926 the open end to the south was enclosed by trees and heavy shrubbery, but the landscape atchitect, Leslie Kiler, soon designed a wall and wishing well to enclose the fourth side. The patio has a long cloister on the west side and on the east a two-story wing with overhanging balcony above the arched windows of a solarium. The timber of the cloister and the balcony have heavily "adzed" surfaces. The interior rooms which "flow together" through arches, have wide plank oak floors, textured plaster, and a beamed cathedral ceiling in the living room. The heavy Wrought iron stair rail and spindles is characteristic of the California style. The house itself has had no significant alterations whatsoever, other than painting of plaster on both the inside and outside. The original planting remains substantially as laid out by the landscape architect, except that it has become, after half a century, heavily overgrown, as can be seen on Maple Street where the little magnolias which are barely noticeable in the 1929~photograph are now huge 40-foot trees. The low brick wall along Maple Street was added subsequently by Leslioe Kiler and minor additions and alterations by subsequent owners .were made. 8, Significanc Period ~ prehistoric ~ 1400-1499 ~ archeology-historic __ 1500-1599 ~ agriculture ~ 1600-1699 ~ architecture __ 1700-1799 ~ art ~ 1800-1899 ~ commerce ~ 1900-~ communications Areas of Significance---Check and Justify below ~ archeology-prehistoric ~ community planning ~ landscape archltecture~ religion conservation ~ law economics ~ literature education ~ military engineering ~ music exploration/settlement ~ philosophy industry ~ politics/government invention science sculpture soclal/ h~menltarlan theater transportation other (specify) Specific dates 1926 Builder/Architect Bi rge H. Clark, Architect statement of Significance (in one paragraph)Wells Goodenough, Builder Leslie Kiler, Landscape Architect In 1926 the Dunker house was one of the first two houses to be built in Palo Alto in the Early California or Spanish style as it was then called, California Colonial as it is often known today. The Pettigrew house on Cowper Street by George Washington Smith of Santa Barbara was the other. The two houses were built simultaneously, and it was not believed that either architect knew anything about the other house. ]’he Dunker house was designed by Birge M. Clark, architect. Leslie Kiler, the landscape architect was also the son-in-law of the Dunkers and participated as an owner. Birge Clark,who had been trained in art and engineering at Stanford, followed by three years in architecture at Columbia, returned from two years in the Air Force service in World War I to design the Herbert Hoover house with his father, Professor Arthur B. Clark. Following the completion of the Hoover home in 1920, Birge worked with his father and presently began his own practice in 1922. This included in 1924 seven small Early (~’lifornia style cottages built by Mrs. Hoover for young married instructors. He also ~_ igned various other homes, none as pretentious as the Dunker house. He did, however, design Early California style stores and commercial buildings on Ramona Street in 1924 and the Palo Alto Post Office in 1931-32. Immediately following World War I, the so-called Mission Revival, or Spanish Colonial or Early California Style was evolving rapidly. The City of Santa Barbara espoused this style with enthusiasm, and the work of George Washington Smith, a Santa Barbara architect, became well known. The style as it was evolving had thick walls with the appearance of masonry, iron grilles, balconies, deeply recessed and paneled front doors, and always tile roofs. Many of these houses seemed to turn their back on the street, so to speak, and the m~in rooms normally opened into a patio or a partial patio. The second floor fenestration was minor and informal. Many of these elements occur in the Dunker residence with the exception of the Maple Street elevation; as a transitional house in Birge’s work, it is a little more formal with a strong vertical axis of the two-story portion and then the stepped down roof running from the higher roofs of the living room, dining room, and down to the wall and gate of the service yard. It should be noted that the tile roof is graded from light tile at the eaves to darker tile at the ridge. Birge felt that this early "California Colonial" was an indigenous style developed in California and eminently suited to the increasingly informal indoor-outdoor life of the 20’s and 30’s. Eventually, the Pettigrew house by George WashingtOn Smith and the Dunker house by Birge Clark were to have a definite impact on Palo Alto architecture, although it did not come all at once as the first reaction of many people was that it was too severe, lacking the filigree and small tile copings, etc. of the pseudo-Spanish and Mission Revival styles. Birge always felt that the Dunker residence was a definite ancestor of the large and more pretentious Charles and Kathleen Norris residence on Cowper Street. ~-~, Major Biblio~.~’~phical Reference Palo Alto Historical Association Archives 10, Geographical Data Acreage of nominated property ~,/~, ÷ Quadrangle name Pal0 Air0,California UMT References Quadrangle scale 1:24000 Zone Eastlng Northing Zone Easting Northing Verbal boundary description and justification Lot 3639 Block III Crescent Park, Palo Alto, Assessor’s No. 3-6-.39.. The lot commences at center of San Francisquito Creek 231’ + along SW side of Maple Street then 150’ SW, then 231’ NW to center of S.F. creek then NE along center of creek to ~]eint of origin. List all states and counties for properties overlapping state or county boundaries state code county code state .code county code 1 1. Form Prepared By name/title Birge M. Clark, Architect date July 15, 1980 telephone (415) 492-4545 organization Palo Alto Historical Association strut & number 3200 Hanover Street cityortown Palo Alto state California 94304 12, State Historic Preservation Officer Certification The evaluated significance of this property within the state is: national ~ state ~ local As the designated State Historic Preservation Officer for the National Historic Preservation Act of 1966 (Public Law 89- 665), I hereby nominate this property for inclusion in the National Register and certity that it has been evaluated according’to the criteria and procedures set forth by the Hedtacje Cortservatton arid Recreation Service. State Historic Preservation Officer signature title date DU~.," ~R RESIDENCE ~alo Alto, California Santa Clar County Photo by C~rolyn Caddes, ~egative: Birge Clark, Palo Alto, CA Camera facing east 4of7 Dunker Residence - patio 1981 DUNKER ?alo Alto, Santa Clara Co., Californie Photo by Carolyn Ceddes, Negative: 5ir~e~_~::."7 Camers facing 5of 7 Dunker Residence 1981 DU~q K~R ~ ~-SS ID~:CE ~alo Alto, S=nta Clara County, California Photo by Carol~n Caddes, 195~ ~’e~ative: Bir~e Clark, Palo Alto, CA Interior view 6of? Dunker Residence 1981 DU~IK~ RE~ IDE.;CE LZalo Alto, S~nta Clara COunty, California Photo by Carolyn Caddes, l.Q~o,~ h,’~e=~=-tive’. 3~==¯~o~ Clark, ?aio Alto, CA~.~erlor view 7of7 Dunke~, Res ~dence 1981 7 I ; I’~’ Sch I ~nis striking home in the upper University Avenue section of Palo Alto - was.designed by BArge Clark in 1926. Clerk, an active ~eninsula Architect, also designed numerous properties already listed on the Ndtiona! Register, including the Hoover House, the Norris House, and the Hamilton Street Post ~ffice, all in Palo Alto. In the Norris home, post office, and this structure, Clark exhibited great skil! in the use of design motifs from the Spanish-Mexican period of California history. Clark, the applicant as well as the arch~ect for this building, refers to his design as "Early Californian," an elegant term for structures with elements of Mission Revival, Spanish C lonial, and Monterey Co!onia! detailing. There is no reason to dispute Clark’s own assessment of his stylistic intent. Clark sees the D~nker House as an important landmark in the development of his own career and the architectursl tradition of 9a!o Alto. This home, along with George Washing<on Smith’s Pettigrew House, helped define ~he D!an for the larger homes in the area, homes that "turned their-backs to the street" ~o create an enclosed courtyard with the more ornate elevations facing that courtyard. The impact o~ this deve!opment is clear in the present-day appearance of the upper University Avenue residential sector of 9alo Alto, one of the loveliest ’and most architectura!ly-unified residential districts in California. The D<n~er ~ appears to oua!ify for ~=-~..._ ......5 on the Nationa! Re[Aster of Historic Zlaces az the local leve! of significance under Crizerion C (type, neriod of constr~ztion). S DM PF Graphic Attachment to Staff Report HISTORIC RESOURCES BOARD Wednesday, November 5, 1997 - Regular Meeting 8:10- t1:45 AM Council Conference Room (First Floor) Civic Center, 250 Hamilton Avenue, Palo Alto ROLL CALL Present: Kohler Backlund, Anderson, Willis, Bernstein, Mario, Murden Absent: None Staff Present: Riel, White, Warheit, Cauble Council Liaison Present: Wheeler Contract Planner Present: Judy B.ORAL COMMUNICATIONS: None C.AGENDA CHANGES, ADDITIONS AND DELETIONS: None. D. APPROVAL OF MINUTES FROM THE OCTOBER 15, 1997 HRB MEETING. MOTION: BM Anderson moved to approve the minutes as amended by board member comments. The motion was seconded by BM Mario. VOTE: 5-0-0-2 (Kohler and Bernstein not yet present) I.PUBLIC HEARINGS 420 Maple Street 97-HRB-235 Kathy and Michael Levinthal Application for Historic Resources Board review and recommendation to City Council for the City to enter into a Historic Property Preservation Agreement, pursuant to .the provisions of the Mills Act of the State of California with the Owners of 420 Maple Street. BM Mario not participating due to possible conflict of interest. Staff Report; George White summarized the application, the background of the property, the proposed property preservation agreement, and the requested action from the HRB as being a recommendation to City Council regarding approval or denial of the proposed Mills Act for the subject property. HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 1 of 14 BM Anderson asked whether it has been established that the landscape design is extant and significant? White: Its significance has not been confirmed at the moment, but there are indications that the landscape may be significant. ¯ BM Anderson asked why staff had not requested documentation prior to processing the application for the Mills Act? White: the scope of preservation and historic significance for this property goes beyond the potential merits of the landscape. BM Anderson asked where in the contract is the 10 year maintenance plan? What of significance is the City getting back in exchange for the requested tax relief?. White: The contract includes a 10-year list of intended maintenanceand repairs. Also, the City has negotiated to get interior preservation of significant spaces, and an annual tour of the property. BM Anderson asked what value is the tax relief?. White replied that the exact amount is uncertain as it had not yet been calculated. However, it will be based on a formula - note the Staff Report reference to a previous tax payment of $18,172 - the formula would grant up to 90% relief for this amount. Chair Willis commented that what is lacking is a policy decision regarding which properties in Palo Alto should receive this relief. BM Murden commented that in theory all the tax relief should go back into maintenance of the property, but the agreement specifies only $2,000 to this end. BM Anderson. observed that the total incentive is approximately $150,000 over the el 0- year duration of the contract, with only $20,000 obligated to go back to maintenance of the house. White responded that that is correct. Public Hearing Public comment was received from : Guy Blase, attorney for the applicant. Mr. Blase commented that there seems to be some misinformation about the Mills Act. There is no requirement in the Act that the savings be used to preserve the property. In the original act, there was a public access requirement - this inhibited use of the Mills Act. Since its removal, there has been a modest increase in use of the Act. During the Squire House Mills Act, the public discussion was that this was an important tool to encourage preservation. Both staff and the board seem to be of the opinion that HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 2 of 14 the applicant should give a great deal to the city in exchange for implementation of a Mills Act. Mr. Blase indicated that he would be glad to help the City develop policy in this regard. Meanwhile, the Levinthals have agreed to an annual tour of no more than 20 people. Most Mills Acts address the exteriors of the property; this agreement is unusual in agreeing to preserve the interiors and the landscape. It is a very interesting landscape; one wall contains shards of Stanford University stones, and there is a wishing well that is interesting. Comment was received from Michael Levinthal, owner. Mr. Levinthal added this information; there is a lower garden wall that is constructed of stones reported to come from Stanford University. There are some substantial trees that may be from original planting. BM Murden asked whether the current remodeling was done by them. Mr. Levinthal; yes, that project was reviewed by the HRB. A new structure was added, and the existing exterior walls of the garage wing, for example the windows to the courtyard, were altered and the garage doors removed on the north side of the house. The footprint remained unchanged. BM Bernstein asked for an explanation of why a Mills Act application is being brought forward now. Mr. Levinthal commented that he and his wife love the house and want to preserve it. They have had to modify the house to update it - things like the kitchen have been remodeled. BM Backlund asked, given the National Register status, is there a statement that the house is still in the form that it existed when listed on the register? Mr. Blase responded that the National Register form has not been updated. This is also a Category 2 property, which is the local historic designation, and this status alone should be an adequate historic status to qualify for the Mills Act. Chair Willis asked again - given the current level of integrity of the property with alterations considered, would the property still qualify for the National Register? Mr. Levinthal commented that the documentation on the property does not go into detail on the building interiors. BM Kohler commented that part of the board’s goal is to encourage preservation. He recollected some Redwood City projects that received Mills Act contracts that included specific 10-year descriptions of how the money would be used, as contrasted with the HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 3 of 14 current agreement that is vague on these matters. Mr. Blase replied that a tremendous investment has been made to put the property in the good condition that it currently is in. Much more than $2,000 a year will be spent on the property to maintain its condition. The proposed Property Preservation Agreement grants annual tours, limited to 20 people total, once a year, these people to be selected by the Levinthals. Also, the City has the right to inspect the residence once a year. Comment was received from Ted Carlstrom. Mr. Carlstrom indicated that he will not comment on the specifics of the contract, but would like to address the broad policy issue. Essentially, preservation of private property has two government approaches. One is the voluntary incentives approach - including the Mills Act - and the other approach is mandatory and imposes involuntary requirements - such as the Interim Historic Ordinance. He encourages pursuing the Mills Act because it is cooperative. The other approach results in confusion and anger. If there is going to be imposition of involuntary requirements, then the Mills Act ought to be extended across the board to owners of all qualified historic structures and create a community/property owner cooperatiye partnership in preservation. Levinthal commented that the tour would work with the city and would be done in cooperation with a local historic society. Public hearing closed. Discussion: Chair Willis commented that the Mills Act can serve us well in Palo Alto, and we are looking forward to it. Perhaps it will be extended to all major landmarks and perhaps even some contributing buildings. But this particular residence is not threatened, and that fact may give us the time to develop a comprehensive incentives policy. BM Backlund commented that he supported the Staff Report direction. The Historic Preservation portion of the Comprehensive Plan was approved last night, including endorsement of an incentives plan and preservation goals as proposed by the HRB. The HRB should support a Mills Act request that meets these goals. The residence appears to be a qualifying historic building fit for the Category 1 or 2 designation, with intact exteriors and an interesting garden. MOTION: BM Backltmd moved that the HRB and City Council support a Mills Act for 420 Maple Street. BM Murden seconded the motion. HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 4 of 14 BM Anderson commented that he is a supporter of the Mills Act, but will not support this proposal because of the modest public benefit contained in the proposed agreement when compared to other Mills Acts. Also, the preservation program will be better served if we wait for a permanent ordinance with a policy to address granting this act among other incentive options. Also, it is worrisome that the landscape may not be significant. Finally, the contract doesn’t tell us what will happen to the house each year - it should be clearly defined. Overall, the arrangements are too loose. Also, this property has already been rehabilitated and this sets a bad precedent for alteration of a significant structure as it is retroactive application of the incentive. BM Kohler commented that he is struggling with this a bit. The Mills Act conference he attended left him with a distinct sense that during the 10-year period there would be a definite return in preservation. The proposed format is too vague. With more staff/applicant work toward definition, it might be supportable. Also, recollecting the last Council discussion of this issue in which the Council stated that they wanted a developed policy regarding the Mills Act, we need to be careful now because the early Mills Acts set a precedent for later ones. Chair Willis commented that immediate development Wessure and the need for rehabilitation are reasons for speedily deciding on a Mills Act. As these are not issues for the subject property, the HRB may defer acting. It may ultimately be legitimate to reward the owners of 420 Maple for a good rehabilitation job. However, there is a need to assess the whole tool - the Mills Act and other incentives - with Council input. It may be that a decision will be made to use the Mills Act only sparingly to encourage preservation where it would not otherwise occur. BM Murden concurred with comments by other board members, but added that this house is very important to preserve, as it is among the most important in the city. Also, it would not be for rewarding the work to date, but rather to ensure a continued high level of preservation. The future of any building is uncertain - the Mills Act is a vehicle to ensure preservation and reduce that uncertainty. VOTE: 3-3-1-0 (Willis, Anderson and Kohler against; Mario not participating) (Motion fails) MOTION: BM Anderson moved-that the Mills Act proposal for 420 Maple be denied, as the public benefit is not strong enough when balanced with the return to the applicant. The contract should be more detailed, with the monies dedicated to preservation efforts defined for each year of the contract. Chair Willis seconded the motion. BM Backlund commented that he was concerned about the basic rules of the Mills Act. For example, if due to voluntary choice one Mills Act property goes beyond the HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 5 of 14 requirements of the act - this approach should not be imposed on all properties. BM Murden asked whether it is realistic, when some maintenance is done as needed - to predict maintenance needs. Chair Willis commented that the Mills Act allows the latitude for the local community to define these matters. However, the key policy issues need to be worked out in the context of larger considerations of tax dollars and other incentives. This is not an appropriate time to recommend that the City make these commitments, as the broader discussion of these issues is still pending. BM Kohler commented that he does not fully support the current motion. His issue is the that the contract is not clear. Actually, it is possible to have a list of anticipated work items, and introducing them into this contract would make himself and perhaps others more comfortable with the request. SUBSTITUTE MOTION; BM Kohler moved that the contract be amended to address work to the building for the 10-year period of the contract in detail - reference p. 4, item 10 - this is the item of the contract that would be augmented by more detail. (Motion failed due to lack of a second.) Riel observed that in light of today’s discussion, staff’s preference would be to delay the matter rather than deny it. MOTION (Revised): BM Anderson revised his motion to state that the matter of granting a Mills Act for 420 Maple Street be postponed until the broader context of Milis Act policy is resolved. BM Bernstein seconded the motion. VOTE: 4-2-0-1 (Backlund and Murden against; Mario not participating) Cauble summarized the effect of this action: The intent of the HRB motion was to recommend deferral of action on the item, as immediate action is not appropriate in light of pending discussion of the permanent ordinance and related policy. That recommendation will go forward to the City Council with this motion being the recommendation from the HRB to the Council. 2. 730 Bryant: Application for Historic Merit Evaluation of a single family residence constructed prior to 1940 in the RM-30 Zone District (File No. 97-HRB-233). HISTORIC RESOURCES BOARD MEETING of 11/05, 1997 Page 6 of 14