M E M O R A N D U M
September 10, 2020
TO: Historic District Commission
FROM: Sheila Bashiri, Preservation Planner
SUBJECT: Montgomery County Tax Credit Eligibility Determination: HDC2020-00988
HDC2020-00988 524 West Montgomery Avenue $46,230.00 requested
Roger and Brenda Gibson $46,230.00 recommended
Property owners and residents, Roger and Brenda Gibson, request Montgomery County tax credit eligibility determination for removing the existing dormer and replacing the front section of the roof, painting the exterior of the house, replacing the lattice under front porch, replacing the gutters, replacing the front steps, and replacing the porch railings. The house is a non-contributing resource within the West Montgomery Avenue Historic District.
The submitted receipt totals $46,230.00. The architect’s and the contractor’s paid invoices are submitted, along with the photographs. The items submitted for the tax credit are eligible for the tax credit as necessary restoration and maintenance.
Please review the application and make a motion with your recommendation of approval or denial to the Montgomery County Department of Finance. They will make the final determination and contact the property owners.
ATTACHMENTS: Application with receipts and photos
HDC2020-00988 Processed 26 June 2020
Roger and Brenda Gibson ~ & ~ Sew«; tr.ti 524 W Montgomery Avenue Received Rockville, MD 20850 JUN 26 2020 June 25, 2020
Sheila Bashiri Preservation Planner Planning & Development Services City of Rockville 111 Maryland Ave Rockville, MD 20850
Dear Sheila,
Enclosed are our application materials for the Historic Preservation Tax Credit.
The documentation for the work done on our home includes:
1. Remove existing leaking dormers from roof and replace front section of roof 2. Paint exterior surfaces of house 3. Replace rotten lattice under front porch 4. Replace damaged gutters 5. Replace front steps 6. Replace porch railings
Because I did not find out about the tax credit until after the work was completed, I did not take "before" photographs to match the "after" photographs. Most of the "before" photographs have been copied from our inspection report, which we obtained prior to purchasing the property. If for any reason, the photographs are insufficient, please advise me and I will do more searching to see if I can find better photos.
In addition to the work above, we also replaced all the windows in the house due to failing vapor barriers. In the instructions, under the heading "Not Eligible" it reads "replacing windows or doors except in rare circumstance with HPC approval". Since we did not know about the tax credit, we did not ask for HPC approval. We have therefore not submitted that expense with this application.
If you have any questions, or need additional or better documentation, please advise us.
Thanks.
Roger . Gibson 412-841-4972 (cell phone) 'RorsCG, S,,.)" CHECKLIST FOR COMPLETE APPLICATION
Please ensure that you have included the following documents and/or information for a complete application:
� Application for Historic Preservation Tax Credit
� Narrative
� Receipts Transmittal Form
1g) Scans or Copies of Receipts and/or Canceled Checks @ Before Photographs I t<:I After Photographs ~ & 'Zb,,:t.,w,: S,,,.ia, 'Drµ. Received JUN 2 6 2020 Application for Historic Preservation Tax Credit
Owner's Name ___K_ ._ o_J-+-=-c_( _c_____;r\_J_ ½_;_, _ {'_e _\J\._,J:;:__c..._ __cG::;__'t _6_s_~_(\_ ,.--,,1 \ .1 !vi 1 A ~l)c\::-0 1\\e. /V\\J 2, 08'So Owner's Mailing Address ') c... 7 VV · / / o "'-"l 'J u .-v\e ') · V C- l ,,.. , , M L ~ I. . l /- 1. \) 1.0J'S'"o Addresswheretheworkwascompleted ':) 2..l\ w. <>"~~◊t Daytime Telephone Number L\ \. 2- tr ll \ - L-l 9 '7 2. ( 1" r "I vloY\ 1 t \', c.. lc Lt() 1-=> ) C<'.'..f c lea. v c Cf . . - .J \ 5 l c,.)\- '\J(.)\(('/v\.c,l l /V\C..Sic.7-c..- J_ """".,-1,v'\--L ""' "; Cell Phone number Lt I ) - B½1 -1..-11 7 2- \iec r,.,,. .., r~l-- oA~ /'t r,J . ) EmailAddress (O~c:r,1e 5i~son. CC(. p:tA l . Cuf'V\ Property Tax Account Number___ O_ ':J_L\_c.._0_(_ 4_'7______ I. The property is listed in the Master Plan for Historic Preservation as: '\, ... tvi .I, /\ i ' t·r'- 1·, c ~~1+,·; Have you applied for or did this project receive a Historic Area Work Permit?~Yes D No If so, please attach a copy of your approval memo from the Historic Preservation Office or the Department of Permitting Services. Did you apply for or did this project receive a Maryland state or federal historic preservation / tax credit? D Yes rxl No If so, please attach a co~your complete application. II. In accordance with Chapter 52, Article VI, of the Montgomery County Code, I request a credit to my county property taxes for the following work: ~ Restoration and preservation work at an individually designated historic site or an historic resource within an historic district that was the subject of an approved Historic Area Work Permit (HAWP) and qualifies under Chapter 52, Article VI. D Ordinary Maintenance on a historic site or historic resource within an historic district where the amount expended exceeds $1,000. Ill. I have read the attached guidance on how to apply and the Helpful Guidance and Tips for Complete Tax Credit Packages; have completed my application package including all attachments; and have completed and signed the Receipts Transmittal Form. s;gnaMc2 Date I., ( ,_ < /z. [) If you are unabl~ he electronic signature field, please make sure that you are using Adobe Acrobat to complete the form. I Rockville --GetInto It I 11 Maryland Avenue I Rockville, Maryland 20850-2364 I 240-3 14-5000 www.rockvillemd.gov March 25, 2019 Roger and Brenda Gibson 524 W. Montgomery Avenue Rocbille, MD 20850 ------Re: Certificate of Approval HDC2019-00932, 524 West Montgomery Avenue Dear Roger and Brenda Gibson: On March 21, 2019, the Historic District Commission (HDq approved Certificate of Approval apphcanon HDC2019-00932, which includes replacing the front entrance door and surround, replacing a window with a door, replacing the garage entry door with a window, adding stairs and handrails to the side porch, and enclosing the side porch with screening. The work meets the Semlary 1bis letter serves as your HDC Certificate of Approval only. Please note that Section 25.07.13.e of the City of Rod-ville Zoning Ordinance specifies that this Certificate of Approval becomes void if the work has not commenced within twelve (12) months of the date of approval. For good cause shown, the HDC may grant two six (6)-month time extensions. Please contact Inspection Services Division (ISD) at 240-314-8240 to inquire about other City pennits that may be required. In addition, please contact the City of Rockville Historic Preservation Staff at 240-314-8236 at least one week before beginning the approved work. With your signature below, you (the applicant) agree to allow City Staff to enter the property (exterior of structures only) to inspect the ongoing and completed work for compliance with the HDC Certificate of Approval and any conditions contained in the Certificate of Approval. Any deviations from the Certificate of Approval must be reviewed by the HDC as a retroactive review and may result in reversal of unapproved changes. Sincerely, 'R,. a,,,,uu tJOMU R Jar£Js Wasilak, AICP Chief of Zoning Please sign this letter of approval and return one copy to the Department of Community Planning and Dev ment Services, Rockville ~ty Hall, 111 Maryland Avenu_7'--ockville, MI; 2085~. . /J;,,,ut1 S. l 6fu •, I Applicant's Name Printed cc: Ricky Barker, Director of Community Planning and Development Services Keith Cochran, Cochran Associates Historic District Commission Mayor Bridget Donnell Newton I Councilmembers Beryl L Feinberg. Virginia D. O nley, Mark Pierzchala City Manager Robert DiSpirito I City Clerk/Director of Council Operations Sara Taylor-Ferrell I City Attomey Debra Yerg Daniel I Rockville --Get Into It I 11 Maryland Avenue I Rockville. Maryland 20850-2364 I 240-314-5000 www.rockvillemd.gov September 19, 2019 Roger and Brenda Gibson 524 West Montgomery Avenue Rockville, Maryland 20850 Re: Certificate of Approval HDC2020-00961, 301 West Montgomery Avenue Dear Mr. and Mrs. Gibson, Certificate of Approval application HDC2020-00961, to remove roof dormers from your house at 301 West Montgomery Avenue, has been approved by the Historic District Commission (HDC). This letter serves as your HOC Certificate of Approval only. Please note that Section 25.07.13.e of the City of Rockville Zoning Ordinance specifies that this Certificate of Approval becomes void if the work has not commenced within twelve (1.2) months of the date of approval. For good cause shown, the HOC may grant two six (6)-month time extensions. Please contact Inspection Services Division (ISO) at 240-314-8240 to inquire about other City permits that may be required. In addition, please contact the City of Rockville Historic Preservation Staff at 240-314-8236 at least one week before beginning the approved work. With your signature below, you (the applicant) agree to allow City staff to enter the property (c..xtcrior of structures only) to inspect the ongoing and completed work for compliance with the HDC Certificate of Approval and any conditions contained in the Certificate of Approval. Any deviations from the Certificate of Approval must be reviewed by the HOC as a retroactive review and may result in reversal of unapproved changes. Sincerely, R. James Wasilak, AICP Chief of Zoning Please sign this letter of approval and return one copy to the Department of Community Planning and Development Services, Rockville City Hall, 111 Maryland Avenue, Rockville, :t\ID 20850. Applicant's Signature Applicant's Name Printed cc: Ricky Barker, Director of Community Planning and D evelopment Services Historic District Commission Montgomery County Historic Preservation Tax Credit Receipts Transmittal Form Copies of proofs of payment (paid bills, vouchers, receipts) must be attached to this submittal or your application will be incomplete and will not be processed. Itemize expenditures below, keying them to the proof of payment. Work Item Description Contractor/Supplier Amount Receipt# ~c~"'l/c \Qc;..~c,\,.,1<.Aor~~.r ..(('.,~ r'o,.;,t" \,cc. ~,s..J-t'"J ""-L ~(' ~.11\- Jtc.\-tt;-,_.tk,uvf , , -z.\.'1'1"\. 00 "vt.1"-"t e.-,k,el"'( :S~r-E~u.s cl'-t"\.e '-'c. .... Je C.:>4l-l:c \ 1) e-S\.~t'\ lS"'i) '\, I ~"It_,.._ t A, LLG ,- ,,- 7 '5"1Al'A {Ze,.('\.~<..c ~,.:.H~"' lc;,~~,c~ \..V\cler- t?~rc,~ '-, k~-1"" z,13 2 6 ril.~ Po L,.r ~,~-e '-l ,'-7'=-· a> \ ~ec~v- l. ~~-\,-L,, ,1 C-NrA"-hl "1' t..M--~rr " - ) 2- c.. J'·O,. f \r.llru"' ;"t~-~-00 't<~r\."'~ -fr-.,"..\'1C-c1.~ 0-/ tti rel ~ .A.( t. 7 l(,f\cl Zl'1Sf.{ da--e.:1 '7,:nle,t~ nQttJ.. t-al (1,.,~; ,J le:,, "Z.SJ,.l-.\) N c..'"7 '1 l 1::11,0 r~v1..L-vJ v,.I.A_ c.JJ~<.,~c,,\,r.,/ elk"" l ,..~· • \c\..c,1,,41'/ fi)... c,.oo Aft~(,c,~\;r'\ ~ ( c:J::'j "~,•,wn·l. ~ r- ~ n.- r&.\-t"~ ...l_'-' l'V\ee...f ~t~ k 5 "'e; lt. ~"d,, lri l ~¢~, l f;C,CJO /\1<-c.\-\2 L,.,,t'">"'-..:.d~ l?,...,,.i..,·J"\ \ \..-, & ').Ou rc-e.i'.) lt:" Hf?..c M~A-l~"' ""'2. k .. ..,..r, ('7C.uv l➔ (2., l Mei.I,.,-,.) '?.- '-'-" ~ \ "lu.oo 7t~~ V-1.:>r ,.,-,,c,r \Z'e,...._..,.., ,A l.l kL,."J I C'3c.\..r-e," Ar,.:>(.,,tc.~ es S,'~o~ I reuti-,~ ~'¥~ .-, .. r L=-l ... t; ~ °heo.:-r ✓ NIJ~G,Mlf.\.rcd (:,'aU.~0 l,\kr lo10 H:cD 'O"'uM ,.-,ll :ll c ~ e""c.;\.t vi ~h S1e,\c. ~t.'"'''~ \ "'""',., \ .-lr.\.GJ "2.-fc- .. ·rJ -tu ~0(..\ ~f G,\l -Tv.>-'"")"\-1 e.~ +...,c:... G,n-.1rt~ --6 2.1 ') ')(1,. ::. ~'-t'!,K 'i )8'.0D j "1 ~o.~i, ?c.A ~,r.~(cc..h""\.: T\,~d 4 ~01,,rl e -~~ ~ 3,.t..tC> L/ l\t, •. ~ • ,t ...... , , _.,( .f k11.r ~ <,..,...,..re .8''.) - 'J.'f O '3'1.<:7,c.,C> l) J Total of Eligible Expenses $ ~~ 2-}~.0D I I hereby certify that the attachments hereto are receipts of actual expenditures made in connection with the restoration and preservation of the structure referred to above. I affirm that the facts and matters contained in this transmittal are true and correct to the best of my knowledge. c) Owner/Applican COASTAL DESIGN & BUILD, LLC. 28332 BRICK Row DRIVE OXFORD, MARYLAND, 21 654 4 1 0-829-51 7 1 MHIC U c .# 74140 RECEIPT May 7, 2020 Submitted to: Roger and Brenda Gibson Projecr Locarion: 524 W. Montgomery Ave Rockville, MD Dear Roger, Please accept this document as a receipt for payment in full for the fo llowing work at 524 West Montgomery, Rockville, Maryland, performed during the period of January 1, 2019, and December 31, 20 I 9: 1. Remove existing leaking dormers from roof and replace front section of roof. Amount Paid $ 12,774.00 2. Paint exterior surfaces of house. Amount Paid $11 ,623.00 3. Replace rotten lattice under front porch. Amount Paid $4,176.00 4. Replace damaged gutters. Amount Paid $3,268.00 5. Replaced front steps. Amount Paid $3,463.00 6. Replaced Porch Railings. Amount Paid $6,253.00 Please let me know if you have any questions or ifl can provide additional information. Best Regards, ~~ Eric Abell Thank you for your business! COCHRAN ASSOCIATES 1020 NORTH CANAl STREET PITTSBURGH, PA 15215 June 5, 2020 Mr. Roger Gibson 524 West Montgomery Avenue Rockville, MD 20850 Dear Mr. Gibson: Following is a breakdown of our time and expenses for your application for tax credits: Time on City Historic Review process: Application for city historic review and associated drawings- 10 hours total= $850 Preparation to meet with Sheila- 1 hour total = $85 Meeting with Sheila- 1 hour total= $85 Prep for HRC Meeting- 2 hours = $170 HRC Meeting - 2 hours total= $170 Dormer removal- Total 10 hours @ $85= $850 Exterior colors- Total 8 hours @ $85= $680 Phone calls and e-mails with Sheila- Total 1 hour= $85 Expenses: 2 trips to Rockville (to meet her, and for the hearing): mileage and turnpike toll. 456 mi. at .58. = $264 + Toll $26.40 = $290.40 X 2 = $580 Hotel Bill - Two nights at the Cambria $219 x 2= $438. HOA Application: Total 4 hours@ $85 = $340 Design and drawing time: New Railings and steps: Total 4 hours = $340 TOTAL ALL FEES AND EXPENSES: $4673 Please let me know if any additional information is required. Yours truly, Keith Cochran, R.A., Principal Cochran Associates Architects 1. Remove existing leaking dormers from roof and replace front section of roof: Before photographs: Taken from inspection report prior to our purchase of the property: After photograph: 2. Paint exterior surfaces of house Before photographs: Taken from inspection report prior to our purchase of the property: front of home left side (facing front) After photographs: 3. Replace rotten lattice under front porch: Before photograph: Taken from inspection report prior to our purchase of the property: After photograph: 4. Replace damaged gutters: Before photographs: Taken from inspection report prior to our purchase of the property: After Photographs: 5. Replace front steps: Before photographs: Taken from inspection report prior to our purchase of the property: After photograph: 6. Replace porch railings: Before photographs: Taken from inspection report prior to our purchase of the property: I do not have good "before" photographs of the porch railings. The bushes in front obscure the railings. I have included a photograph of the railing on the steps which is the same railing as on the porch. After photographs: