HRAB 02-19-91 Meeting Agenda4
l�
COUNTY of FREDERICK
Department of Planning and Development
703/665-5651
FAX 703/667-0370
MEMORANDUM
TO: Frederick County Historic Resources Advisory Board
FROM: Kris C. Tierney, Deputy Director
RE: Meeting Notice and Agenda
DATE: February 12, 1991
There will be a meeting of the Frederick County Historic Resources
Advisory Board at 7:30 p.m., on Tuesday, February 19, 1991, in the
conference room of the old County Court House, 9 Court Square
Winchester, Virginia.
Please let me know if you are unable to attend.
There are a couple of informational items in addition to agenda
materials included in your package.
AGENDA
1. Election of Officers
2. Discussion of Revisions to draft Historic Areas Overlay Zone
regulations.
3. Discussion of regulations which would allow tax deductions for
qualifying rehabilitation efforts.
4. Discussion of possible methods to employ in promoting the idea
of historic preservation, including the proposed regulations.
5. Other.
9 Court Square - P.O. Box 601 - Winchester, Virginia - 22601
2119/91 HRAB Agenda Page 2
1. Members should elect a Chairman and Vice -Chairman for the 1991
calendar year.
2. Proposed regulations are attached. Wording that has been added
isl 'd d and wording that is to be deleted is struck e•. Also
attached is a memo which discusses possible means of handling the
differentiation between contributing and noncontributing
structures.
3. A copy of the State Code section permitting tax breaks for
certain rehabilitation efforts is attached. Also attached is a
publication listing features from various localities which have
provided the tax break and a resolution adopted by the Clarke
County Board of Supervisors.
4. The Board needs to map out an approach to gain public support
for the proposed regulations. Establishing a connection between
the creation of historic area overlay zones and the promotion of
tourism as well as other preservation efforts may be helpful.
Public meetings/presentations aimed at increasing awareness of and
support for historic preservation should be considered.
5. other.
,a
I 1
HISTORIC RESOURCES BOARD
Mr. John E. Venskoske Home 888-3349
Route 2, Box 513
Winchester, Virginia 22601
Mr. Ray E. Ewing Home : 869-1326
5141 Highview Avenue Office: 869-2470
Stephens City, Virginia 22655 (Steph.City P.O.)
Ms. Mary Jane Light Home 662-4035
Route 1, Box 99
Clearbrook, Virginia 22624
Mr. Gary VanMeter
Route 1, Box 247
Winchester, Virginia 22601
Mr. James Goodrich, Sr.
Route 4, Box 487
Winchester, Virginia 22601
Ms. Linda Spicer
-Route 2, Box 1152
Winchester, Virginia 22601
Mr. R. Lee Taylor
801 Amherst Street
Winchester, Virginia 22601
Ms. Maral Kalbian
Route 1, Box 86
Boyce, Virginia 22620
: 662-0468
Home : 662-0150
Office: 465-3741
Home : 662-4736
Office: 662-3575
(Quarles School)
Home : 662-4915
Home : 837-2081
Office: 662-6550
Mr. Roger L. Thomas Home : 869-4904
4957 Halifax Avenue Office: 665-3950
Stephens City,Virginia 22655 Office: 665-3989
Gainesboro District
Term: 4/12/90 -
4/12/91 (1 yr.term)
Opequon District
Term: 4/12/89 -
4/12/91 (2 yr.term)
Stonewall District
Term: 4/12/89 -
4/12/92 (3 yr.term)
Shawnee District
Term: 5/10/90 -
5/10/91 (1 yr.term)
Back Creek District
Term: 7/12/90 -
7/12/91 (1 yr.term)
Member -At -Large
Term: 5/10/89 -
5/10/91 (2 yr.term)
Member -At -Large
Term: 5/10/89 -
5/10/91 (2 yr.term)
Architectural
Historian/ Term:
9/13/89-9/13/92
(3 yr.term)
P/C Liaison
Term Expires:
12/31/90
The Historic Resources Advisory Board is composed of seven members
appointed by the Board of Supervisors. The Board provides information
on historic resources to the Board of Supervisors and Planning
Commission, along with recommendations on general historic resource
policy in Frederick County.
THE H.R.A.B. MEETS EVERY THIRD TUESDAY.
HISTORIC AREA OVERLAY ZONE
DRAFT
Feb. 11, 1991
Statement of Intent:
The Historic Area Overlay Zone (HAO) is intended to protect,
enhance, and aid in the perpetuation of especially noteworthy
examples, or elements, of Frederick County's cultural, social,
economic, religious, political, or architectural history in order
to:
a. Foster civic pride and preserve an appreciation for
historic values;
b. Maintain and improve property values by providing
incentives for upkeep and rehabilitation;
c. Protect and enhance the County's attractiveness to tourists
and visitors;
d. Provide for the education and general welfare of the people
of the County;
e. Encourage nomination of qualified historic properties to
the State and National Registers.
Procedures for establishing OverlaV Boundaries:
HAO zones may be created by amending the Zoning Ordinance as
provided for in Article 2, d ction 6 of the Zoning Ordinance.
The Historic Resources Advisory Board (HRAB) may propose to
the Planning Commission and/or the Board of Supervisors
amendments, including the establishment of HAO zones and the
revision of existing HAO zones. The HRAB shall submit a
report to support the proposed amendment. The report shall
establish and define the historic district boundaries as well
as the historic and/or architectural significance of the
buildings, structures, or sites to be protected; and describe
current planning, present trends, conditions, and public
objectives for preservation.
Any area to be designated as an HAO zone shall in fact include
landmarks, buildings, structures, or sites determined to be
of historical and/or architectural significance. All stated
recommendations of the HRAB which supplement or modify the
general regulations of this article shall may be adopted by
the Board o� supervisors reference and applied to the zone
created . reference -- -
criteria for determining historic significance:
The significance of a historic area shall be based on
cultzral > architectural st-heties- as as and historical
factors and shall be documented in a written report. Gert i.n.
histery.
The report shall include discussion of the following:
A. Architectural Style:
How well does the structure exemplify the distinguishing
characteristics of a recognized style?
1. significance of architectural design
2. scale and/or interrelationship of structures and/or
environmental features
3. significant patterns of development
4. quality of workmanship
5. amount of surviving original material
6. original location and/or use
7. remaining outbuildings or dependencies
8. surrounding environment, gardens, landscaping, walks
9. overall aesthetic quality
10. original integrity of the structure and its details
B. Historic and/or Cultural Significance:
1. association with historic person
2. association with hiAoric events
3. work of leading architect or master craftsman
4. site or structure of cultural significance
In addition, surviving building types and structures not
historic in themselves but adding to the character of an
historic area need to be looked at as potentially
deserving preservation.
C. Additional Information:
1. a description of existing structures and uses likely
to have an adverse effect on the character of the
district, including those near and visually related to
the district, with maps, photographs, and other data
indicating the reasons for such an effect. in add=t=Qrr-,
Surviving building types and structures not historic in
themselves but adding to: the characterof an historic
area need to be looked at as potentially deserving
preservation.
2
2. an analysis of lands not occupied by structures,
including lands near and visually related to the
district. For public lands, ownership, use, and location
shall be indicated. For private lands, assessed
valuation shall be added as well as existing zoning and
planned land use.
3. recommendations concerning detailed regulations to be
applied to the historic area under consideration for the
purpose of preventing changes which are incompatible with
the buildings, structures or sites to be preserved. Such
regulations may include- permitted and prohibited
principal and accessory uses and structures, minimum lot
and yard requirements, maximum lot coverage by all
buildings, maximum height of structures, off-street
parking and loading requirements, control of signs and
exterior illumination and the control of integral facade
changes to existing buildings.
Historic Area Overlay Regulations:
Within the Historic Area Overlay Zone, the following regulations
shall apply:
1. New construction reconstruction and exterior alterations
No building or structure, including signs, shall be
erected, reconstructed, r -es -t --ate or substantially altered
in exterior appearance unless the HRAB approves of the
proposed activity,s compatibility with the historic,
cultural, and/or architectural aspects of the landmark
zone, aril issues crt�cac q appopzater�ess:
2. Matters to be considered in Dassing upon the
Appropriateness of Construction Reconstruction or exterior
alteration of buildings or structures by the HRAB: The HRAB
shall not consider interior alterations and shall only impose
restrictions for the purpose of preventing development
incompatible with the historic aspects of the area.
The HRAB shall consider the
e appropriateness of archite
- Exterior Architecture;
- General design, scale,
- Texture and materials;
- The relationship of
structures.
r� rollowing in evaluating
al features:
arrangement and massing;
the above to surrounding
3. Demolition: No building or structure within any HAO zone
shall be demolished,- or removed, or sub
tantially altered in
until a Certificate of
Apr,iteries is issued by the HRAB.
-------------
4. Matters to be considered in determining whether to grant
a permit for razing or demolition: The HRAB shall consider
any and all of the following criteria:
- Would the removal be detrimental to the public
interest?
- Could the building only be reproduced at great expense
or difficulty due to its unique or unusual texture,
material or design?
- Would denial of the permit result in the preservation
of a historic place in Frederick County?
5. Offer for Sale: The owner of a building, structure or site
in a historic district shall, by right, be entitled to
demolish same provided that:
a. He has applied for a demolition permit.
b. Made a bona fide offer to sell tho structure>and:land` on
wkxch t .is located, .ta an.,_ndv�dual
or group which makes
aso11 b e :asstz t ces Y at wig p e5erve the landmark . The
property shall be offered at a price reasonably related to its
fair market value as determined by an independent appraisal
crhesdil1 n below.
- Two . h e months whew the asking price is less than
$25,000.
- Four months when the asking price is between $25,000
and $�6;e86 $40,.0RO
401:000
Six months when the asking price is
$55,Q00 and $`75,0Q:0
Seven Month's when the asking'<?price is between $75,000
and $>90, 000.
Twelve months when the asking price is over $90,000.
7. Hazardous Buildings or structures: can be demolished
without consideration by HRAB with written approval of the
Zoning Administrator stating the conditions which justify the
demolition.
8. Moving or Relocation: No officially designated historic
landmark, building, or structure within a district shall be
removed or relocated if the move would be detrimental to the
public interest or the historic integrity of the structure
unless approved by the HRAB.
9. Uses permitted: Within the Historic Area Overlay, general
regulations and permitted uses shall be the same as provided
within the respective underlying zoning districts except where
such regulations are modified or amended by recommendation of
the HRAB and adoption of the Board of Supervisors.
10. Exceptions: Where the strict interpretation of these
regulations creates an undue hardship, the HRAB may make
recommendations for reasonable exemptive relief.
Administration:
1. Zoning Administrator: The County Zoning Administrator
shall not authorize a permit for any erection,
reconstruction, integral exterior facade change,
demolition or razing of a building, or- structure or sxt
in the HAO until the same has been approved and a
certificate of appropriateness issued by the HRAB,
following the procedures set forth below.
2. Upon receipt of an apprication for such a permit in the
historic district, the Zoning Administrator shall follow
the procedures below:
A. A copy of the application for such a permit,
together with a copy of the site plan and the
building plans and specifications filed by the
applicant shall be forwarded to the HRAB.
B. A file of all such applications and related
materials shall be maintained.
3. Materials to be Submitted for Review: Twelve copies of
all materials prepared in relation to the application
shall be submitted by the applicant. The Zoning
Administrator or the HRAB may require submission of any
or all of the following: architectural plans, site plans,
landscaping plans, design for proposed signs with
5
appropriate detail as to character, proposed exterior
lighting arrangements, elevations of all portions of
structure with important relationships to public view
(with indications as to visual construction materials,
design of doors and windows and relationships to
adjoining structures), and such other exhibits and
reports as are necessary for these determinations.
4. Fees: The Board of Supervisors shall establish a
schedule of fees for the submission and review of an
application for a certificate of appropriateness.
5. Other Approvals Required: In any case in which an
applicant's proposal also requires the approval of the
BZA, approval by the BZA shall be obtained prior to
action by the HRAB.
6. Action of the Historic Resources Advisory Board: The
HRAB shall return in writing, within ninety (90) days
after submission of the application, its decision
concerning granting a certificate of appropriateness for
the erection, reconstruction, significant exterior
alteration, restoration, razing or demolition, or
relocation of all or part of any building within the HAO
zone.
If the HRAB appreves an applieatien grants a certificate
of apprtspriatenes, it shall authorize the Zoning
Administrator to issue a permit for the work specified
in said thla, application. If the HRAB disapprove s�t the
appl cat�.on,>th :reasons::shall be stated in writing and
forwarded to the
applicant, and the Zoning Administrator shall disapprove
the application for the required permit. The disapproval
shall indicate what changes in the plans and
specifications would enable the proposal to meet the
conditions for protecting and preserving the historical
character of the HAO. If the applicant determines that
he will make the suggested changes, he shall so advise
the HRAB in writing which shall act accordingly.
In the case of disapproval, the application shall not be
resubmitted for consideration until twelve (12) months
have elapsed from the date of disapproval unless the
indicated changes in plans and specifications rid
—HAG have been
incorporated into the reapplication. The applicant may
appeal the disapproval to the Board of supervi snr--,
6
Lilley, Planning Staff
.Members
COUNTY of FREDERICK
Department of Planning and Development
703/665-5651
FAX 703/667-0370
DATE: 11 February 1991
SUBJ: Language/Criteria for HAO district regulations --
"Contributing" and "Non-contributing"
Following up on the discussion at our January meeting, I have been
looking into how we should treat the concept of "contributing" and
"non-contributing" structures and sites in our HAO district
regulation proposals.
I have looked at the Historic District ordinances of other
jurisdictions that have been recommended by VDHR and have talked
with VDHR's John Wells about the use of the terms.
I have ascertained that, for nomination to the State and/or
National Register, a district must be inventoried for both
"contributing" and "non-contributing" structures. In order to be
considered a "contributing" structure or site, the structure or
site must be listed as such. In other words, when a district is
established, a comprehensive list of contributing structures/ sites
within that district must be drawn up.
Properties or groupings of properties which might not possess
significant merit when considered alone could still be considered
contributing if they have significance relative to their patterns
of development and/or their interrelationships. Still, those
properties would need to be listed as "contributing."
Since a local district does not have to be on the State or National
Register in order to be created, it is not absolutely necessary to
distinguish between "contributing" and "non-contributing"
structures in our local regulations. All significant physical
changes within the district would come under local review, whether
they would be to contributing or to non-contributing properties.
However, it may be advisable to list the contributing properties
to help evaluate the effect of proposed changes within the
district. Also, if we wanted to list a district on the State or
National Register, that work would already be done.
9 Court Square - P.O. Box 601 - Winchester, Virginia - 22601
HRAB memo
2/11/91
page 2
The options for describing "contributing" and "non-contributing"
properties in the HAO district regulations are:
1. Include their definitions within the text of the
regulations. The Town of Warrenton's Historic District
regulations do this. A portion of their ordinance is attached
for reference.
2. Provide a "definitions" section, which would include
entries for "contributing" and "non-contributing" properties.
Other terms in the regulations might also be included. The
Town of Berryville's HD regulations do this. That portion
of their ordinance is attached for reference.
A proposed definition for "contributing structure" is:
A structure, at least 50 years of age, which possesses
historical, architectural, or cultural significance, and has
not been physically altered enough to substantially detract
from its original architectural integrity. In addition,
structures at least 50 years of age which might not possess
significant merit when considered alone may be considered
contributing if they have significance relative to their
patterns of development and/or their interrelationships.
A "non-contributing structure" could be defined as any
structure within an HAO district not listed as a contributing
structure. -a
Please consider these alternatives and we can discuss them at our
February 19th meeting.
In addition to the aforementioned powers and duties, the
Board shall have the following duties:
1. To assist and advise the Town Council, the Planning
Commission, and other Town departments, agencies and
property owners -in matters involving historically
significant sites and buildings, such as appropriate
land usage, parking facilities, and signs.
2. To advise owners of historic landmarks, or contributing
structures on problems of preservation.
3. To propose additional historic districts.
In addition, the Board shall have -the following powers:
1. To conduct studies deemed necessary by the Town Council
or Planning Commission concerning additional districts,
and means of preservation and utilization of historic
assets in the Town.
2. To formulate recommendations to the Town Council con-
cerning the establishment of an appropriate system of
markers for selected historic sites and buildings,
including proposals for the installation and care of
such historic markers.
3. To cooperate with and enlist assistance from the
Virginia Historic Landmarks Commission, the National
Trust for Historic Preservation, and other interested
parties both public and private in its efforts to
preserve, restore, and conserve historic landmarks,
buildings, sites or areas within the Town.
XV -B-3 Historic District Boundaries Generall
XV -B-3.1 Character, The Historic District Boundaries shall in
general be drawn so as to include lands closely related
to and bearing upon the character of the historic site or
sites, thus providing a landscape unit needed to control
potentially adverse influences. Said boundary shall
include land on both sides of a street or streets where
desirable to accomplish the preservation objective. The
concept of historic district shall include groupings of
structures which have significance relative to their
patterns of development and/or interrelationships among
such structures, while some of the structures might not
possess significant merit when considered alone.
XV -B-3.2 Inventory of Landmarks and Contributing Properties
Established.
The Architectural Review Board shall prepare and recommend
for adoption as a part of this Ordinance an inventor" map
based upon the criteria set forth in this Ordinance.
,r„_�-,
` � �
This map he .natter called the inv-nt map, when
adopted _ alp oe as much a part of i _s ordinance as if
fully described herein and shall be filed as a part of
this Ordinance by the Recorder of the Town of Warrenton.
All structures or sites designated on said map as land-
mark structures or sites shall be considered as landmarks
or landmark structures for the purposes of this Ordinance.
Structures or sites designated as properties which contri-
bute to the historic character of the Town but which do
not contain landmark structures or sites shall be known
as contributing properties for the purpose of this
Ordinance. Structures or sites not designated as landmark
or contributing properties shall be known as noncontributing
properties. The inventory map may be amended from time to
time in the same manner as the zoning district map.
XV -B-3.3 Establishment of and Amendments to Historic District
Boundaries and Regulations. The Architectural Review
Board may propose to the Planning Commission and the Town
Council such amendments as deemed appropriate, including
the establishment of historic districts and revision to
existing historic districts. Upon receipt of said proposal,
the Town Council shall initiate such amendment pursuant
to the Zoning Ordinance. The Architectural Review
Board shall prepare and submit a report to substantiate
the proposed amendment. Such report shall establish and
define the historic district boundaries as defined upon
an appropriate overlay map, as well as the historic and/or
architectural significance of the buildings, structures,
or sites to be protected, special characteristics, qualities,
and/or fabric to be preserved, and describe current planning,
present trends, conditions, and desirable public objectives
for preservation.
XV -B-3.4 Criteria. Criteria for evaluating the merits of a given
structure or space shall be based on architecturalfeatures
as well as historic factors. Certain buildings or areas,
although not associated with a historic personage or event,
may be valuable examples of the Town's physical and
cultural heritage. Structures of local significance shall
be evaluated as well as those of State and National signi-
ficance, and any structures individually listed upon the
National Register of Historic Places or the Virginia Land-
marks Register shall be designated upon the Town Register.
In addition, such evaluation shall be based on the following
specific matters:
A. Architectural and Landscape Style
The evaluation shall respect the qualities of each
architectural and landscape style and shall judge a
structure's merit on how well it exemplifies the
distinguishing characteristics of said style.
Consideration will be given to:
1. Sig^ ficance of architectural design.
Art. VII Historic District
710 DEFINITIONS FOR ARTICLE VII --HISTORIC DISTRICT REGULATIONS
/ 710.1. Alteration --Any change in the exterior appearance of a structure
visible from a public right-of-way or public place.
710.2. Contributing structure --Any principal structure which lies in an
Historic District and not listed as "noncontributing" in the 1985
National Preservation Institute Survey conducted for Clarke County.
In addition, the Architectural Review Board may recommend
additional structures by reason of their appearance, character or
architectural style, or in accordance with criteria recognized or
established by the Virginia Department of Historic Resources.
710.3 Hiato is Distr' --A proper r area des -.i ted by th erryy -qe
Tow Coi n i which elfer i'ions of,,--addi ons ta; or ona ruct&an
of ui-dings, structures, appurtenances located th en are
su ect to t e �requiremen s of --this Art�le:A
710.4. Noncontributing structure --A structure other than a contributing
structure.
710.5. Structure --Buildings, fences, railings, signs, light fixtures, or
other exterior appurtenant elements.
o7 -
:ON § 58.1-3215
14, cc. 267, 675; 1986, c. 214; 1988, c.
sear the beginning of the rmt sentence of
subsection C.
The 1988 amendment added present sub-
zction C and redesignated subsections C
Imugh E as subsections D through F.
estate tax exemption or deferral
)ped. — The treasurer of any county,
in each real estate tax bill, of the
1 estate tax exemption or deferral
pursuant to § 58.1-3210. The trea-
sonable means necessary to notify
,.t the terms and conditions of the real
dram for elderly and handicapped
.1989, c. 568.)
in circumstances. — A. An exemp-
3.1-3210 may be granted for any year
lividual occupying such dwelling and
hes the age of sixty-five years or for
)ility occurred. Changes in income,
)r other factors occurring during the
_d and having the effect of exceeding
as provided herein or by county, city
ption or deferral for the remainder of
xable year immediately following.
ce provide a prorated exemption or
e year during which the taxpayer
LI.
h-ticle may provide that a change
ng, resulted solely fom the death of
_h property shall result in a prorated
nt taxable year. The proceeds of the
i exemption or deferral shall not be
i or income as provided in subsection
-Wined by multiplying the amount of
mb
n wherein the nuer of complete
operly eligible for such exemption or
)er twelve is the denominator. (Code
1972, cc. 315, 616; 1973, c. 496; 1974,
36; 1978, cc. 774, 776, 777, 780, 788,
656, 666, 673; 1981, c. 434; 1982, cc.
525, 534; 1989, c. 40.)
The 1989 amendment, in subsection A
;ubgtituted "remainder of the current taxable
,ear" for "then current taxable year" near the
,nd of the recond sentence, and added the last
entence in that subeection.
§ 58.1-3220 REAL PROPERTY TAX § 58.1-3220
ARTICLE 3.
Other Exemptions, Credits, Partial Abatement, Apportionments.
§ 58.1-3220. Exemption for certain rehabilitated residential real es-
tate. - A. The governing body of any county, city or town may, by ordinance,
provide for the partial exemption from taxation of real estate on which a
structure no less than twenty-five years of age has been substantially
rehabilitated for residential use, subject to such conditions as the ordinance
may prescribe. The ordinance may, in addition to any other restrictions
hereinafter provided, restrict such exemptions to real property located within
described zones or districts whose boundaries shall be determined by the
governing body. The governing body of a county, city or town may establish
criteria for determining whether real estate qualifies for the partial exemp-
tion authorized by this provision and may require such structures to be older
than twenty-five years of age, or place such other restrictions and conditions
on such property as may be prescribed by ordinance. Such ordinance may also
provide for the partial exemption from taxation of multifamily residential
units which have been substantially rehabilitated by replacement for
multifamily use. Such replacement structures may exceed the total square
footage of the replaced structures by no more than thirty percent.
B. The partial exemption provided by the local governing body may be an
amount equal to the increase in assessed value resulting from the rehabilita-
tion or renovation of the structure as determined by the commissioner of
revenue or other local assessing officer or an amount up to fifty percent of the
cost of the rehabilitation, as determined by ordinance. The exemption may
commence upon completion of the rehabilitation or on January 1 of the year
following completion of the rehabilitation and shall run with the real estate
for a period of no longer than ten years. The governing body of a county, city
or town may place a shorter time limitation on the length of such exemption,
or reduce the amount of the exemption in annual steps over the entire period
or a portion thereof, in such manner as the ordinance may prescribe.
C. Nothing in this section shall be construed as to permit the commissioner
of the revenue to list upon the land book any reduced value due to the
exemption provided in subsection B.
D. The governing body of any county, city or town may assess a fee not to
exceed twenty dollars for processing an application requesting the exemption
provided by this section. No property shall be eligible for such exemption
unless, the appropriate building permits have been acquired and the commis-
sioner'of the revenue or assessing officer has verified that the rehabilitation
indicated on the plication has been completed.
E. Nyhere rehabilitation is achieved through demolition and replacement of
an existing structure, the exemption provided in subsection A shall not apply
when any structure demolished is a registered Virginia landmark or is
determined by the Department of Conservation and Recreation to contribute
to the significance of a registered historic district. (Code 1950, § 58-760.2;
1979, c. 195; 1980, c. 417; 1981, c. 625; 1984, cc. 675, 750; 1986, c. 271; 1989,
cc. 89, 656.)
The 1986 amendment substituted "may
commence upon completion of the rehabilita-
tion or" for "shall commence" in the second
sentence of subsection B.
The 1989 amendments. — The 1989
amendment by c. 89 rewrote subsections A and
B.
The 1989 amendment by c. 656 substituted
"Recreation" for "Historic Resources" in sub-
section
section E.
167
§ 58.1-3221 TAXATION § 58.1-3226.1
§ 58.1-3221. Exemption for certain rehabilitated commercial or in-
dustrial real estate. — A. The governing body of any county, city or town
..may, by ordinance, provide for the partial exemption from taxation of real
estate on which a structure no less than twenty-five years of age has been
substantially rehabilitated for commercial or industrial use, subject to such
conditions as the ordinance may prescribe. The ordinance may, in addition to
any other restrictions hereinafter provided, restrict such exemptions to real
property located within described zones or districts whose boundaries shall be
determined by the governing body. The governing body of a county, city or
town may establish criteria for determining whether real estate qualifies for
the partial exemption authorized by this provision and may require the
structure to be older than twenty-five years of age, or place such other
restrictions and conditions on such property as may be prescribed by
ordinance.
B. The partial exemption provided by the local governing body may not
exceed an amount equal to the increase in assessed value resulting from the
rehabilitation of the commercial or industrial structure as determined by the
commissioner of revenue or other local assessing officer or an amount up to
fifty percent of the cost of rehabilitation as determined by ordinance. The
exemption may commence upon completion of the rehabilitation or on
January 1 of the year following completion of the rehabilitation or replace-
ment and shall run with the real estate for a period of no longer than ten
years. The governing body of a county, city or town may place a shorter time
limitation on the length of such exemption, or reduce the amount of the
exemption in annual steps over the entire period or a portion thereof, in such
manner as the ordinance may prescribe.
C. Nothing in this section shall be construed as to permit the commissioner
of the revenue to list upon the land book any reduced value due to the
exemption provided in subsection B.
D. The governing body of any county, city or town may assess a fee not to
exceed twenty dollars for processing an application requesting the exemption
provided by this section. No property shall be eligible for such exemption
unless the appropriate building permits have been acquired and the commis-
sioner of the revenue or assessing officer has verified that the rehabilitation
indicated on the application has been completed. (Code 1950, § 58-760.3;
1979, c. 195; 1980, c. 417; 1984, c. 675; 1986, c. 271; 1989, c. 89.)
The 1986 amendment substituted "may The 1989 amendment rewrote subsections
commence upon completion of the rehabilita- A and B.
tion or" for "shall commence" in the second
sentence of subsection B.
§ 58.1-3226.1. Release of lien on portion of real estate upon payment
of taxes. — The local governing body of any county, city or town may adopt
an ordinance providing that when an individual purchases or acquires a
portion of a tract of real estate, the individual or treasurer may apply to the
commissioner of the revenue, or the real estate assessor of the county, city or
town in which the real estate is located to determine the amount of any tax or
assessment that isproperly chargeable against such portion of real estate.
The treasurer shall release such portion of real estate from any lien for
delinquent taxes, upon receipt of payment for the total amount of taxes and
penalty and interest due on such portion of real estate. (1987, c. 245; 1988, c.
277.)
168
§ 58.1-3230 1.
The 1988 amendment inserted "or
surer," substituted "apply to" for "reqs
inserted "or the real estate assessor"
deleted "delinquent" preceding "tax or aE
went in the first sentence and deleted the
Special Assessm
§ 58.1-3230. Special classifi(
defined. — For the purposes of
tions of real estate are establisl
"Real estate devoted to agrieult
the bona fide production for sale
uniform standards prescribed f
Consumer Services or devoted to
tions for payments or other con
program under an agreement wit'
estate upon which recreational
otherwise, shall be considered res
as the recreational activities cone
character of the real estate so d.
prescribed by the Commissioner_
"Real estate devoted to horticult
the bona fide production for sale
and berries; vegetables; nursery a
prescribed by the Commis.- er
real estate devoted to and eti:
payments or other compensation
under an agreement with an age
upon which recreational activities
be considered real estate devo
recreational activities conducted
character of the real estate so th
prescribed by the Commissioner.
"Real estate devoted to forest us
timber and trees thereon, devote
spaced and maintained as to c
rescribed by the State Forestc
58.1-3240. Real estate upon wh-,
profit, or otherwise, shall still be
as long as the recreational actio~
change the character of the real e
area under standards prescribes
authority set out in § 58.1-3240.
`Real estate devoted to open -spa:.
provided or preserved for park or
or other natural resources, floodw;
in the shaping of the characti,
development or for the public into
plan under uniform standards prey
Conservation and Recreation purs,.
and the local ordinance. (Code 195
c. 209; 1984, cc. 675, 739, 750; 19t
Tax Ra'tes
4}c,. +j ,' ` in Virorinia)s
Cities, Counties,
r, T'-%w'wnS 00
e e C -w tj
A Compilation (+Analysis of Tax Rates for the Tax Year 1989
By Albert W. Spengler
Published by
Center for Public Service 61,)ci - 7V
University rsity of Virgiiiia
2015 Ivy Road, zith Floor
Charlottesville, Virginia 22903-1795
.. A
F 415
JUL J
j Cooperat'n with
10
Virgiiiia Association of Comities
-V"; 6t,
Virginia Municipal League
SECTION I
PART A: Selected 1989 legislative Changes in the Code of Virginia
for Taxes Covered in this Report
This section summarizes, for the taxes covered in this publication, the major changes in she
Code of Virginia enacted by the 1989 session of the Virginia General Assembly. Unless otherwise
stated, all of these changes became effective on July 1, 1989.
Section- 58.1 - 3220: Rehabilitated Residential Real Estate..
Two amendments were made to this section. The first amendment made two major
changes. First it gives the local governing body of a county, city, or town the authority to
establish the criteria for determining whether substantially rehabilitated residential real estate
qualifies for the partial exception authorized by this provision. The previous requirements that the
structure's assessed value be increased by at least 40 percent without increasing the square footage
by more than 15 percent were deleted. The amendment retained, however, the requirement that the
structure be at least 25 years old and that localities may require the structure be older than 2.�, years
old. The first amendment also allows the local governing body to determine by ordinance wl]Eji,�r
the amount of the exception will be equal to the increase in assessed value resulting from the
rehabilitation or renovation or an amount up to fifty percent of the cost of the rehabilitation.
The second amendment changed the name of the Department of Conservation and Historic
Resources in subsection E to the Department of Conservation and Recreation.
Section 58.1 - 3221: Rehabilitated Commercial or Industrial Real Estate
The amendments made to this section were similar to the ones made to section 58.1 - 3220.
First, it gives the local governing body the authority to establish the criteria for determining
whether substantially rehabilitated commercial or industrial real estate qualifies for the partial
exemption authorized by the provision. The former requirement that the increase in assessed value
be no less than 60% was deleted. It retained, however, the requirement that the structure be at least
25 years old. As with rehabilitated residential real estate, the new section also allows the local
governing body to determine by ordinance whether the ainiount of the exemption will be equal to
the increase in assessed value resulting from die rehabilitation or an amount up to 50 hcrcent of the
cost of the rehabilitation.
Appendix P
Property Tax Exemptions for Certain Rehabilitated Real Estate
An Overview, 1989
TheCodeCode of Virginia provides that localities may adopt an ordinance allowing property tax
exemption for certain rehabilitated commercial and industrial real estate (section 58.1-3221) and
residential real estate (section 58.1-3220). To be eligible for the exemption, the rehabilitated
structure must be at least twenty-five years old and meet certain requirements with regard to the
minimum increase in reassessed value resulting from the rehabilitation (summarized in the table
below). In addition, the local ordinance may restrict exemptions to real property located within
described zones and districts, with boundaries to be determined by the locality. Further,
exemptions do not apply to residential real estate if a structure that has been rehabilitated through
demolition and replacement is a registered Virginia Landmark or is determined by the Virginia
Historic Landmarks Commission to contribute to the significance of a registered historic district.
t The statutory requirements governing a rehabilitated structure's increased assessed value
' are as follows:
! Minimum Percentat'e
_Increase in Assesse
Type of Structure Value Required Restrictions
Residential
(single family)
40% Total square footage of the
structure cannot be increased
by more than 15 percent.
Residential
40% Same as for single family;
(multifamily)
however; the original
structure may be totally
replaced, in which case the
new structure may not exceed
the total square footage of
the old by more than 30 percent.
Residential
(multifamily
20% Same as for other multi -family
rental property)
property; however, the property
must consist of five or more
units.
CommerciaV
Industrial
60% No limitation on footage
established; stricture may be
totally replaced.
11-211
Appendix P (continued)
Property Tax Exemptions for Certain Rehabilitated Real Estate
• An Overview, 1989
In adopting a local ordinance, a locality may (a) require the structure to be older than
twenty-five years of age, (b) require the increase in the assessed value to be greater than that stated
above, and (c) place other restrictions or conditions in the ordinance. The allowable exemptions
are equal to the increase in assessed value resulting from the rehabilitation of the structure and
begin on January 1 of the year following completion of the rehabilitation, with a maximum time
duration for the exemption of ten years; however, localities may opt to shorten the time span, to
reduce -the amount of exemption in annual steps over the entire period or a portion of the time.
limitation, or both.
The following twenty-seven localities have adopted a rehabilitation ordinance: the cities of
Bedford, Bristol, Buena Vista, Emporia, Franklin, Fredericksburg, Hampton, Lexington,
Lynchburg, Manassas, Newport News, Norton, Petersburg, Portsmouth, Radford, Richmond,
Roanoke, South Boston, Staunton, Suffolk, Winchester, and the counties of Arlington, Henrico,
Isle of Wight, Loudoun, Northumberland, and Stafford. The following table summarizes, for
those localities that had adopted ordinances prior to January 1, 1989, the minimum age
requirement, the exemption schedule, and the percentage increase in assessed value required.
11-212
Appendix P (continued)
Property Tax Exemptions for Certain Rehabilitated Real Estate
An Overview, 1989
Minimum Age . Percentage Increase
of Structure Exemption Schedule in Assessed
Locality (in years) (in years) Value Required
SOURCE: Information in this table was derived from the various municipal codes and from
special correspondence with the localities.
NOTE: Key to abbreviations:
R: Residential real estate
Cl: Commercial and industrial real estate
Unless stated otherwise, the residential real estate category includes both single and
multifamily units.
A/ Unless stated otherwise, the exemption is equal to 100 percent of the increase in assessed
value resulting from the rehabilitation.
J In all the localities listed, the allowable increase on total square footage for residential real
estate is 15 percent; for commercial/industrial real estate the footage restrictions, where they
exist, follow in parentheses.
The City of Buena Vista has two classes of residential real estate; Class I includes
structures whose age is hetwce„ 50 and 75 years; Class ii is ail structures over 75 years
old.
II -213
R
CI
R CI
R CI
ITIES
Bedford
--
25
-- 3
-- 60
Bristol
25
25
7 1-5 at 100%
40 60
6th at
80%
7th at
60%
8th at
40%
9th at
20%
Buena Vista _QI
I: 50
25
I: 5 10
40 60
Il: 75
--
I1: 10 --
Emporia
Franklin
--
30
25
25
-- 5
60(25%)
7 7
40 60(25%)
SOURCE: Information in this table was derived from the various municipal codes and from
special correspondence with the localities.
NOTE: Key to abbreviations:
R: Residential real estate
Cl: Commercial and industrial real estate
Unless stated otherwise, the residential real estate category includes both single and
multifamily units.
A/ Unless stated otherwise, the exemption is equal to 100 percent of the increase in assessed
value resulting from the rehabilitation.
J In all the localities listed, the allowable increase on total square footage for residential real
estate is 15 percent; for commercial/industrial real estate the footage restrictions, where they
exist, follow in parentheses.
The City of Buena Vista has two classes of residential real estate; Class I includes
structures whose age is hetwce„ 50 and 75 years; Class ii is ail structures over 75 years
old.
II -213
Footage restriction on multifamily units, if fully razed, is 30%.
The percentage increase in assessed value required for multifamily residential rental units is
20%.
Tlie ordinance includes only single family residential and commercial real estate.
The exemption is limited to the first $5(X),0(}0 of increased value.
LV The City of Portsmouth has two classes of, real estate; Class I includes all rail estate in 1110
city; Class II includes real estate imcludcd in in cnteilu'ise zone.
II -2111
Appendix P (continued)
Property Tax Exemptions for Certain Rehabilitated Ileal
An Overview, 1989
Estate
Minimum Age
Percentage Increase
of Structure
Exemption Schedule
in Assessed
Locality
(in years)
(in years)
Value Required J
R CI
R CI
R CI
CITIES
Fredericksburg
40 40
1st 100% 1st 100%
40 �V 60 (15%)
2nd at 83% 2nd at 83%
3rd at 66% 3rd at 66%
4th at 49% 4th at 49%
5th at 32% 5th at 32%
6th at 16% 6th at 16%
Hampton
25 25
10 10
40 60
Lexington
-- 25
-- 10
-- 60(10%)
Lynchburg
25 25
.10 5
40 J 60 (15%)
Manassas
60 40
5 5
50 60
Newport News J
25 25
5 5
40 60
Norton
25 25
10 10
40 60(15,7o)
Petersburg
50 50
5,9/ 5 F-/
40 60(15%)
Portsmouth b/
I: 40 40
5 5
40 60(15%)
II: 25 25
10 10
40 60(15%)
Footage restriction on multifamily units, if fully razed, is 30%.
The percentage increase in assessed value required for multifamily residential rental units is
20%.
Tlie ordinance includes only single family residential and commercial real estate.
The exemption is limited to the first $5(X),0(}0 of increased value.
LV The City of Portsmouth has two classes of, real estate; Class I includes all rail estate in 1110
city; Class II includes real estate imcludcd in in cnteilu'ise zone.
II -2111
Appendix P (continued)
Property Tax Exemptions for Certain Rehabilitated Real Estate
An Overview, 1989
Locality
Minimum Age
of Structure
(in years)
Exemption Schedule
(in years) -,V
Percentage Increase
in Assessed
Value Required J
R Cl
R CI
R Cl
CITIES
Radford
30 30
8 10
40 60
Richmond
25 25
5 5
40 60(15%)
Roanoke
25 25
5 Y 5 J/
40 60(15%)
South Boston
25 25
10 at 75% 10 at 75%
40 60
Staunton
25 25
7 7
40 60 (0%)1�
Suffolk
25 25
5 10
40 60(15%)
Winchester
25 25
10 10
40 60(15%)
COUNTIES
Arlington J
32 --
10 --
20 --
Henrico k/
30 --
`� 7 --
100 --
(if fully razed 30%)
Isle of Wight 30 -- 5 -- 40 --
Loudoun 25 -- 10 -- 40 --
Northumberland 50 -- 6 -- 50 --
Stafford J 40 40 7 7 40 60
J Fora structure with historic building designation the exception schedule is ten years.
J/ The ordinance does not allow the total square footage of Cl property to be increased.
V The ordinance applies only to multifamily residential rental units.
J Structure Inust be wItI11n ora l%art of an historic overlay designation, zone or district as
designated by the Board of Supervisors.
11-215
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n
3 0
mta-4,
00�•
rt x CD n
o�
D rD
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0
A Field School in Historic Preservation:
Case Studies in Preserving
Virginia's B ast
June 2-14, 1991
Charlottesville and Fredericksburg, Virginia
Sponsored by:
University of Virginia
Division or Continuing Education
Mary Washington College
Center for Historic Preservation
In Cooperation with:
Association for Preservation Technology International
Association for the Preservation of Virginia Antiquities
College of William and Mary Department of American Studies
James Monroe Museum
Kenmore Association, Inc.
Montpelier
Corporation for Jefferson's Poplar Forest
Preservation Alliance of Virginia
Thomas Jefferson Memorial Foundation, Inc.
University of Virginia School of Architecture
Virginia Department of Historic Resources
Virginia Historical Society
Field School in IIistoric Preservation
America's cultural heritage can be found in its people and
its buildings. As individuals and corporations gain greater
awareness of historic preservation issues and participate more
actively in related activities, more landmarks and historic
structures will be preserved.
Preservation of the social and cultural history embodied in
our buildings is becoming a focal point for a diverse group of
professionals. Architects, developers, contractors, planners, and
others are called upon increasingly to take part in a restoration
or preservation effort. To preserve the authentic past, these
professionals must know more than structural restoration. The
competing philosophies underlying preservation, the social
history of a building and its grounds, materials conservation,
and accurate interpretation of research are all equally important
in quality preservation,
This special Field School in Historic Preservation is a
practical and theoretical program that gives participants the
opportunity to delve into some of the Commonwealth's most
impressive restoration and preservation efforts. Participants will
interact with preservation experts "behind -the -scenes" and
look at both completed projects and work -in -progress. Case
studies, site visits, lectures, and workshops are designed to help
participants more fully understand and apply historic preserva-
tion philosophies and practices.
Locations: Charlottesville and
Fredericksburg, Virginia
The first week will be housed in Charlottesville, Virginia,
home of Thomas Jef"Von, founder of the University of
Virginia. Jefferson's "Academical Village"—The Lawn, Ro-
tunda, Pavilions, and serpentine garden walls—is just one of the
many historic structures in Charlottesville which have been
restored,
The second week of the program will be based in
Fredericksburg, Virginia which is also rich in history from the
eighteenth to the twentieth centuries. The city and its historical
resources, especially the architecture of the first half of the
nineteenth century and the area's important industrial and
milling sites, provide unsurpassed opportunities for the study
and research of historic preservation.
i
Benefits to Participants
By attending the field school, participants will*
• Learn, through hands-on experience, essential kills in
historic preservation and restoration.
• Construct a set of essential questions to ask as you
become involved with the presrrvanon or rr^,t r;ition o
a historic building.
• Define and develop a sensitivity to "quality"
preservation and restoration.
• Determine, using Virginia as a model, whin rc,ourccs art
available to you for preservation and rest oration efforts
• Develop an invaluable network of colleague,,
professionals, and instructors actisely imolvcd in
historic preservation and restoration.
• Build a set of standards by which you can iud e the
quality of preservation efforts.
Overview of Topics
• Vernacular Architecture and Virginia
• Social Responsibility and Historic Prescrvatwn
• Philosophies of Renovation, Restoration, and
Preservation
• How to Read a Building
• Investigative Techniques: Physical r,id;nce and
Analysis of Materials
• Conservation and Materia!s Analysis
• Archaeology in Historic Preservation
• Preserving Landscape Architecture
• Brick and Masonry Deterioration ;and Prescrnation
• Conservation of Fabrics: Plaster, R(s,)f, and \1.,,oniy
• Interpretation of Historic Buildings
• Examination and Recording of Historic Strut tures
• The Art and Science of Paint Analysis
• Preventive Maintenance in llistnric Preservation
Participant Profile
This two-week field school is for architects, architecture
historians, contractors, developers, government preservation
program staff, historians, planners, preservation specialists,
program managers, students and knowledgeahle lay persons,
Among the Fat 1
This represents an advance listing of speakers. The list is by
no means complete. Other experts from across the country will
be sharing their knowledge and skills with participants. A
complete listing of faculty will be available by April 1, 1991. To
receive a copy call Robin McMahon at 804-367.9327 or
1-800.346.3882.
Program Moderator
The moderator for the field school will be Carter L.
Hudgins, Associate Professor and Prince B. Woodard Chair in
Historic Preservation at Mary Washington College's Depart-
ment of Historic Preservation. Mr. Hudgins is also Director of
the Center of Historic Preservation which oversees the
archaeological preservation work at Germanna. He is currently
involved in an ongoing project with the Federal University of
Bahia in Brazil.
er Faculty
Wwtam Beiswanger
Director of Restoration
Th Jefferson Memorial
i tion, Inc.
Charles E. Brownell
Associate Professor
School of Architecture
University of Virginia
Willie Graham
Architectural Historian
Department of Architectural
Research
Colonial Williamsburg
Foundation
Barbara Heath
Acting Director of Archaeology
Thomas Jefferson Memorial
Foundation, Inc.
Murray Howard
Architect for Historic Buildings
University of Virginia
If. Andrew Johnson
P- "tectural Conservator
s Jefferson Memorial
dation, Inc.
Daniel Jordan
F 'ive Director
. Jefferson Memorial
rr.: ndation, Inc.
William Kelso
Director of Archaeology
Thomas Jefferson Memorial
Foundation, Inc.
Andrew Ladygo
Architectural Conservator
Corporation for Jefferson's
Poplar Forest
K. Edward Lay
Professor of Architecture,
Architect
School of Architecture
University of Virginia
Calder Loth
Senior Historian
Virginia Department of Historic
Resources
Carl Lounsbury
Architectural Historian
Department of Architectural
Research
Colonial Williamsburg
Foundation
Travis McDonald
Restoration Coordinator
Corporation for Jefferson's
Poplar Forest
John N. Pearce
Director of Planning and
Programs
James Monroe Museum
Site Visits
Participants have the opportunity to study the preservation
work at historic sites across the Commonwealth of Virginia. On
site, students will be able to talk with the preservation teams and
gain valuable information about problems encountered and
solutions effected.
Planned Site Visits Include
• Jefferson's Academical Village at the University of
Virginia: The Lawn, Rotunda, and Pavilions comprise
the academical village at UVA. In the 1980s, the growth
of the restoration program became more intense,
concentrating on the Pavilions which remain living and
teaching buildings in the historical setting of the Lawn.
• Poplar Forest: Located in Bedford County, Virginia,
Poplar Forest is the home which Thomas Jefferson
designed and used as his personal retreat. This historic
building is currently undergoing restoration.
• Monticello: Located in Charlottesville, Monticello's
"skyroom," the octagonal chamber inside the dome, has
just been restored with the installation of a massive table
of blown glass made to duplicate Jefferson's first plans
for the oculus. Restoration projects include the roof and
archaeological studies currently underway.
• Montpelier: The 2700 acre estate was the home of
President James Madison and his wife Dolley and then of
the du Ponts. The du Ponts made,vast alterations to the
estate, raising provocative questions about the
restoration and preservation of Montpelier.
• Kenmore: In the heart of historic Fredericksburg,
Virginia, Kenmore was built for the only sisterof George
Washington. Of particular importance is the restoration
of the decorative plaster throughout the home.
• The James Monroe Museum: Opened in 1927, the
Museum houses the preeminent collection relating to
Monroe. The site and structures offer the opportunity to
study phases of restoration work of the 1920s and 1960s,
as well as the current intensive documentary and physical
study prior to planning new work,
Fees, Refunds, and Cancellations
The registration fee of $2200 includes housing at all
locations, most meals (some evenings will be left free for
students to dine on their own), transportation to historic sites,
the cost of instruction, all materials, all breaks and all receptions
planned as part of the school. Applications should be received
by April 1, 1991. Participants selected will be notified by April
15, 1991. Fees should be received by May 1, 1991. Cancella-
tions made after May 1 will be subject to a 20% cancellation fee.
In the event that cancellation is necessary after this date, a
colleague or associate may be substituted without penalty.
Cancellations or withdrawals on or after June 2 are subjec t to the
total fee.
Team Discounts: A 10% discount is offered for an
organization team of three or more people attending.
At the conclusion of the Geld school, participants will
receive a certificate of completion and, if requested, 6.0
continuing education unit credits.
About the University of Virginia
Throughout its history the University of Virginia has
maintained strong ties with the nation and its leaders. When
Thomas Jefferson founded the University in 1819, he set its
goals based upon his own powerful convictions: developing a
strong national leadership prepared to shape the landscape of
the future.
Consistently ranked among the most select institutions in the
nation, the University is committed to rigorous standards of
excellence and achievement A world renowned faculty address
issues from across t* disciplines to respond to diverse
continuing education agendas.
The University today communicates Jefferson's vision,
offering unparalleled higher education experiences for leaders
in business, industry, government and the professions.
About Mary Washington College
Mary Washington College is distinguished as one of the
first academic institutions in America to establish an undergrad-
uate curriculum in historic preservation and the first to establish
an independent Department of Historic Preservation. Now the
largest of its type in the nation, this department acquaints
students with the broad range of activities, methods, and
theoretical perspectives encompassed by historic preservation.
The academic department is enhanced by the programs of
the Center for Historic Preservation which administers the
James Monroe Museum and archaeological excavations at
Germanna. In addition, the Center for Historic Preservation
sponsors lectures, workshops, seminars, and conferences fea.
turing nationally acclaimed authorities who represent a broad
range of professional interests and activities.
t
Application---Preser ' ^ Virginia's Past
Name:
fkganilmion _
Address:
City, Sate. ZIP:
Phone: (Home)
Social Security Numher•: _.___ ___._,__
Job Title:
Firrn'
Please summarize your current rcsp11Mt11li6Cs:
Education (Dates, Institutions, Degrees)
1. Please describe your expectations ahnut the field soh,(,
2. Explain why you are interested in participating in 0111 homes
presmvation field school (150.250 words),
Mall to: Field School in Historic Preservation, Confereues and
Institutes. Division of Continuing Education. Univar.lty of Virginia,
P.O. Box 3697, Charlottesville, VA 22903
For more Information: Call Robin kIcMA),00' Prag..un Fl,ntager, at
804-3679327 or toll free nt 1800 HND UVA (I Br),I lir, 1- )
•IT,n,im, of your soci.l Saurity numaer i, �t rryu, ml hu, i, rryvn,.e.l hau,e .t r.Il
wW the Umvamry N m,int,inv:g your ranrC, ,. .mly the u,...r:,ny „t v1.pu
dou-du ;rin.uinthe.dmounnii.of.ny f,. m-1 ria ..................
rim ruPect to .dmi.,ioe. m—1,l,om on th. nae.. of race, u,l^r, n:.pn n..nl
ordain, P+Lus,l .ffili.tim, h.nd-p, ,es, age, m ,s,pnnunuy
h,M reseal .nd nue mVi--. 'rb- puhhunnn
PRESERVATION ALLIANCE OF VIRGINIA
P.O. Box 295 Charlottesville, Virginia 22902 (804) 979-3899
-Virginia Preservation Update-
February
pdate-
February 1, 1991
Dear Alliance Member:
We are mailing this update to
you a few days early in order to
provide you with information on
the issues before the Virginia
General Assembly.
PRESERVATION LEGISLATION BEFORE
THE ASSEMBLY - Several bills of
importance to preservationists
and conservationists have been
introduced, and the Alliance is
working with other groups and
agencies to monitor the progress
of this proposed legislation.
Key measures include a bill
introduced by Delegate Whitt
Clement to abolish the
exemption from review of state -
funded transportation projects
(see article below) and HB 1833,
the Transferable Development
Rights bill introduced out of
the Byrne Committee. The
Alliance plans to attend
hearings for both of these
measures. Several other bills
could have a detrimental impact
on Virginia's preservation
Program, including a proposal to
study compensation for the
registration of histoj7ic
Property. Other measures that
we are encouraging have local
impacts (e.g. wrongful demo-
lition provisions for Arlington
County and the City of Roanoke;
a resolution supporting preser-
vation of the Abingdon ruins at
National Airport) or have little
chance of passage even though
they support worthy goals.
Many members of the Alliance
have already contacted their
delegates and senators about
these measures or in support of
increased funding for historic
preservation and historic sites
we encourage that continued
contact with the General
Vol. 4, No.
Assembly. On the budget issues,
it will be extremely important
that the membership let the
delegates and senators know of
our concerns about the large
cuts made to preservation.
GOVERNOR ANNOUNCES TRANS-
PORTATION REVIEW INITIATIVE - In
his State of the Commonwealth
speech on January 9, 1991,
Governor Doug Wilder made the
following remarks:
"I am pleased to report that
state policymakers in transpor-
tation and natural resources...
are working together more
closely than ever before.
Recognizing the vital necessity
of giving proper attention to
natural and historic resources
in transportation decisions, I
am introducing legislation to
remove the Department of
Transportation's exemption from
environmental reviews. In doing
so, the path will be cleared for
a cooperative effort that takes
into account the environmental
consequences of transportation
construction."
At a January 15th news con-
ference, the Governor announced
that Delegate Whitt Clement will
patron this bill, which under-
takes to remove an exemption
long criticized by preser-
vationists and conservationists.
Delegate Clement was also the
patron of the legislation
creating the Department of
Historic Resources in 1989.
As part of the VDOT/Natural
Resources study, a memorandum of
agreement has been signed
between VDOT and VDHR to
formali2e the review of state -
February 1991
Page Two
funded transportation projects
that have an effect on proper-
ties listed on or eligible for
the National Register. These
are major steps forward for
preservation, and Alliance
members are encouraged to
contact their representatives to
urge their support for the
transportation bill.
There will be an excellent
opportunity to meet and talk
with your delegate and senator
at our annual Virginia
Preservation Reception, hosted
by the Preservation Alliance on
Tuesday, February 5th at the
Woman's Club in Richmond. We
have had a good response to
date, and we hope to see you
there. If you plan on coming,
call your delegate and senator a
day or two before and invite
them to meet you at the
reception. This reception has
helped raise preservation's
profile in the General Assembly.
SPRING WORKSHOPS SET FOR
LEESBURG - Our fifth annual
Spring Preservation Workshops
are set for April 5-6 in
Leesburg, Virginia. The local
coordinating committee, headed
by Trustee Katherine Imhoff, has
put together an exciting program
and some wonderful tours. One
track will provide ba%ic
information for local organiza-
tions and Architectural Review
Boards and will include studies
of survey computerization,
district boundary expansions,
preservation planning, and
historic structures reports.
The second track will focus on
protection of the cultural
landscape, and will include
sessions on zoning, view shed
analysis, and selling rural
Y
preservation to local
landowners. Our speakers come
from groups and agencies such as
the Townscape Institute, the
National Park Service, the
Maryland Environmental Trust,
Land Ethics, and a variety of
in-state organizations. Special
on-site sessions on Saturday
will focus on Waterford and
Oatlands in Loudoun County.
Look for our brochures soon.
REVOLVING FUND OFFERS TWO
PROPERTIES FOR SALE - The
Virginia Historic Preservation
Foundation has two properties in
Lynchburg that are currently for
sale, and the Trustees of the
Foundation are reviewing other
possible acquisitions for the
fund. If you are interested in
receiving information about
properties for sale, contact
VHPF Executive Secretary Hugh
Miller at (804) 786-3143.
UPCOMING EVENTS
February 5 - Virginia Preserva-
tion Reception sponsored by
the Preservation Alliance.
(804) 979-3899. Richmond.
February 15-16 - Board of
Trustees Meeting, Preser-
vation Alliance. Upper
Brandon.
April 5-6 - Spring Preservation
Workshops sponsored by the
Preservation Alliance, the
Department of Historic Re-
sources, and the Loudoun
Restoration and Preservation
Society. (804) 979-3899.
Leesburg.
David J. Brown
Executive Director
Member Organizations of the Alliance are encouraged to make copies of
Virginia Presenatim Update for distribution to staff and board memters.
Nan -Profit org.
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CLARKE COUNTY ORDINANCE
(Approved July 17, 1990)
At a regular meeting of the Board of Supervisors of Clarke County,
Virginia, held at the Courthouse of said county on July 17, 1990 at
11:15 a.m.
On a motion of Supervisor Watson, the Board of Supervisors adopted
the following revision, effective December 31, 1990, to the County
Code by a unanimous vote.
BE IT ORDAINED By the Board of Supervisors of the County of
Clarke, Virginia, that the following amendment shall be made to
Chapter 11, Article II, Real Property Tax Generally, of the Clarke
County Code so as to add Section 11-24, Exemption for Rehabilitated
Historic Real Estate:
Section 11-24. EXEMPTION FOR REHABILITATED HISTORIC REAL ESTATE
A partial exemption from taxation shall be provided for real estate
on which a structure not less than twenty five (25) years of age
that has been rehabilitated so as to increase its assessed value by
at least 40%. Such real estate shall be on the Virginia Register
of Historic Places (individually or within a district) and located
in an historic overlay district established in accord with Section
15.1-503.2, Code of Virginia.
The partial exemption shall not exceed an amount equal to the
increase in assessed value resulting from the rehabilitation or
renovation of the structure as determined by the County Assessor.
The amount of the partial exemption shall not exceed $250,000 for
rehabilitations for residential uses or $500,000 for
rehabilitations for commercial—or industrial uses. The exemption
shall commence on January 1 of the year following completion of the
rehabilitation and shall run with the real estate for a period of
ten (10) years.
Rehabilitations for residential uses cannot replace the original
structure and cannot increase the square footage of the original
structure by more than 15%. Rehabilitations for commercial or
industrial uses cannot replace the original structure but may
increase the square footage of the original structure without limit.
No property shall be eligible for such exemption unless the
appropriate certificates of appropriateness and building permits
have been acquired and the County Assessor has verified that the
rehabilitation indicated on the application has been completed.
Such rehabilitation shall be completed within 2 years of issuance
of the building permit for the work.
PRESERVATION WORKSHOP
-EXTERIOR RENOVATION TECHNIQUES AND HISTORIC FINISHES
-Saturday, April 27, 9:00AM - 4:30PM
-Location: Warren Heritage Society building, 101 Chester
Street, Front Royal, Virginia
-Fee: $30 non-members
$25 Members of the Warren Heritage Society
-Schedule:
9:00 - 9:30 Registration and Coffee
9:30 - 12:30 Morning Session - Exterior Renovation
Techniques
(mid-morning break)
12:30 - 1:30 Lunch (provided)
1:30 - 4:30 Afternoon Session - Historic Finishes
(mid-afternoon break)
-Workshop description:
The morning session will cover common exterior
maintenance problems and offer solutions that can help
prevent costly repairs. The slide presentation will
include exterior problems from the roof to the basement
During the afternoon session, a history of historical ^
interior finishes will be presented; what and how they were
used at different periods. There will be a demonstration f
marbleizing.
-Instructors: Paula S. and Douglass C. Reed
Paula S. Reed, PhD, holds graduate degrees in
American Civilization from the George Washington University
and teaches History of American Architecture at Shepherd
College. Douglass C. Reed is a consultant and rehabilita-
tion sPecialist who has worked in the preservation feild
since 1973. He has completed course for an MA in American
Civilizatin from George Washington University. They are the
President and Vice President of Preservation.Associates,
Inc. of Hagerstown, Maryland.
For further information, call the Warren Heritage
Society (703) 636-1446.
-Registration:
Please fill out the registration form and send full
registration fee to the Warren Heritage Society, 101 Chester
Street, Front Royal, Virginia 22630. Registration must be
received no later than April 27, 1991. There will be a
limit of 30 participants for this workshop.
REGISTRATION FORM
Name:_______________________________________________________
Address:
....................................................
____________________________________________________
Affiliatiun:___________________________________________-----
Phone:_____________________________
Fee: $3() non-members
$25 Members of the Warren Heritage Society
Make checks payable to the Warren Heritage Society.
Send registration form and check to Warren Heritage Society,
101 Chester Street, Front Royal, Virginia 22630
Interior Restoration Techniques
Saturday, March 23.9:00 AM - 4:30 AM
Location: on-site workshop in a National Register listed
farmhouse located near Hagerstown, MD
Instructor: David Gibney
Participants will spend the day at a farmhouse currently
undergoing rehabilitation. Repair and restoration of historic
windows, doors, floors, millwork and plaster will be demon-
strated. Students will then have an opportunity to work with
hand tools and try some of the techniques demonstrated.
FEE: $80.00 (includes materials for the workshop and boxed
lunch)
Irly American Furniture
.urday, April 6,9:00 AM - 12:30 PM
Location: Frederick County Historical Society
24 E. Church Street, Frederick, MD
cructor: John P. Brucksch
This half-day Nvorkshop covers the history and usage of
American Furniture from Colonial times to the early 20th
century. Participants will learn to identify characteristics of
various periods and styles of furniture, and how they were
used or placed in the room.
FEE: $30.00
Researching the Old House
Saturday, April 6,130 PM - 5:00 PM
Location: Frederick County Historical Society
24 E. Church Street, Frederick, MD
Instructor: Paula S. Reed
This workshop will focus on the tools and methods used
to gather information about the older building. Physical eval-
uation of the building will be demonstrated along with a dis-
cussion of what documentary sources to use, where to find
i and how to use them.
_E: $30.00
"zsonry Repair and Restoration
arday, April 13.9:00 AM - 4:30 PM
Location: on-site workshop at a mid -19th century brick farm-
house near Sharpsburg, MD
Instructor: David Gibney
Beginning masonry restoration techniques will be taught
in this day -long workshop. Learn the basics of brick and
stone wall restoration. Participants will learn the proper for-
mula and techniques of mortar mixing and will have an
opportunity to try tuck pointing using the proper tools and
materials. Brick replacement techniques will be demonstrated
as well as joint steles and composite patching methods for
stone and brick.
FEE: $80.00 (includes materials for the workshop and boxed
lunch)
Historic Lighting
Saturday, April 20. 9:00 AM - 12:30 PM
Location: The Presbyterian Church
18 S. Prospc( 'et, Hagerstown. MD
Insinrctor: John P. Brucksch
This survey of lighting used in American homes will con-
tain a chronology of lighting implements, fuels and illumina-
tion practices from the colonial era to the early 20th century,
1650-1920. Included will be a look at how lighting technol-
ogy affected people's daily habits and a discussion of what
was common and affordable lighting.
FEE: $30.00
Faux Finishes
Saturday, April 20, 1:30 PM - 5:00 PM
Location: The Presbyterian Church
18 S. Prospect Street, Hagerstown, MD
Instructor: Paula S. Reed
In this half-day workshop, decorative painted finishes will
be discussed and demonstrated. Students will learn how to do
historic faux finishes, both marbleizing and wood graining.
Laying out large projects such as floors will be demonstrated.
At the end of the workshop, students may take home the mar-
bleized and grained pieces they produce.
FEE: $65.00 (includes materials)
NOTICE TO OLD BUILDING LOVERS
Preservation Associates, Inc. will be conducting a one -
day workshop in Front Royal, VA on April 27, 1991, for the
Warren Heritage Society, Inc. The topic will be Exterior
Renovation Techniques and Historic Finishes. Deadline for
registration is April 20, 1991. For registration information
contact the Warren Heritage Society, Inc., 101 Chester Street,
Front Royal, VA 22630. Phone: (703) 646-1446.
7_720 R Y
Paula S. Reed, PhD, Director, holds graduate degrees in American
Civilization from the George Washington University and teaches
History of American Architecture at Shepherd College,
Shepherdstown, WV. She is Vice President of Preservation Asso-
ciates, Inc.
Douglass C. Reed is a consultant and rehabilitation specialist who
has worked in the preservation field since 1973. He has com-
pleted course work for an MA in American Civilization from
George Washington University.
David E. Gibney is a practicing restoration specialist and a graduate
of the National Trust for Historic Preservation Workshop,
John P. Brucksch, a Historic Furnishings Curator with the National
Park Service holds degrees in History from the University of
Maryland and Bloomsburg University, Mr. Brucksch has exten-
sive experience in all aspects of furnishing.
REGISTRATION PROCEDURES: Please indicate on the reg-
istration form which course(s) you plan to attend. Send the full regis-
tration fee to Preservation Associates, Inc.. 117 South Potomac
Street, Hagerstown, MD 21740. Registration must be received no
later than two weeks prior to the workshop(s) chosen.
CANCELLATION POLICY: Cancellations are subject to a
$15.(X) service charge. No refunds will be given after the first class.
Preservation Associates, Inc., reserves the ri;_ht to cancel any course.
in which case full refunds will he
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SPRING 1991 WORKSHOPS
On
IH HOUC RHCC 1B11�1)HH(G 5
One -Day Workshops
• Maintenance of Older Buildings
• Historic Preservation: What Realtors and
Old Building Owners Should Know
• Sleuthing the Old House
• Interior Restoration Techniques
• Early American Furniture
• Researching the Old House
• Masonry Repair and Restoration
• Historic Lighting
• Faux Finishes
Maintenance of Older Buildings
Saturday, March 2, and Saturday, March 9
8:30 AM - 12:30 PM
Location: The Presbyterian Church
18 S. Prospect Street, Hagerstown, MD
Instructor: Douglass C. Reed
Offered in two Saturday morning sessions, this eight-hour
workshop covers common exterior maintenance problems
and offers solutions that can help prevent costly repairs.
Among the maintenance problems discussed will be peeling
paint, bad gutters, foundation failure, cracks and leaks. This
workshop has been approved for eight hours of continuing
education credit for realtors.
FEE: $55.00
Historic Preservation: What Realtors and Old Building
Owners Should Know
Saturday, March 2, and Saturday, March 9
1:30 PM - 5:00 PM
Location: The Presbyterian Church
18 S. Prospect Street, Hagerstown, MD
Instructor: Paula S. Reed and Douglass C. Reed
This workshop is offered in two Saturday afternoon ses-
sions for a total of seven hours. It is designed for realtors,
architects, consultants, redevelopers and owners of older
buildings as an introduction to the variety of Historic
Preservation programs, aids and procedures available to prop-
erty owners. Topics covered will be definition of various fed-
eral, state, local governmental and private programs, how to
determine the architectural character of buildings, and preser-
vation "how-to" including evaluating structures, organizing a
project, determining what can be saved, and integrating
modem systems into older buildings. This workshop has
been approved for seven hours of continuing education cred-
its for realtors.
FEE: $55.00
Attention Realtors! Our Maintenance of Older
Buildings and Historic Preservation Workshops
have been approved for continuing education credit:
Sleuthing the Old House
Saturday, March 16, 9:00 AM - 4:30 PM
Location: on-site workshop in an 18th century National
Register listed house in Shepherdstown, WV
Instructor: Douglass C. Reed and Paula S. Reed
Learn to "read" an old building in this full-day workshop
located in a remarkably preserved ca. 1790 house in historic
Shepherdstown, WV. Participants will learn to examine a
building in detail, outside and in, to look for clues to early
finishes, features and alterations. Students will also learn to
combine information from the physical evidence provided by
the building with information from written records to deter-
mine the history of a building. In addition, past uses and
ways of life associated with the building will he explored.
FEE: $55.00
SHENANDOAH VALLEY REGIONAL STUDIES SEMINAR
1990-1991 SCHEDULE
Co-sponsored by the
Museum of American Frontier Culture
Community History Project, Shenandoah University
The Shenandoah Valley Regional Studies Seminar was established in 1988
to give scholars at colleges, universities, museums, libraries, and other
institutions throughout the Shenandoah Valley a regular forum at which to
consider topics of regional interest. We have a full schedule of meetings this
winter and spring. Please plan to come and join us for these seminars and meet
your colleagues in this areal
For some presentations, we will be offering papers beforehand. Please be
sure to notify Ann McCleary at the Frontier Culture Museum two weeks before the
meeting date to obtain a copy of the paper. Extra copies will also be available at
the meeting date, if you find out at the last minute that you can come.
Please note that meetinwill be held both at the Museum, in the Visitors
gs
Center, and at Shenandoah University, in the Byrd Board Room, Mary M. Henkel
Hall (map on back). All meetings begin at 3:00 p.m.
january 18 "'If It Is Within My Power': Women's Experiences in the Virginia
Backcountry"
Gail Terry, PhD Candidate in History, College of William and Mary
at the ".-`Wcram (A America n Fmnbar Culture
February 15 "The Front Royal Remount Depot and the Origins of the Army
Horse Procurement System"
joseph L' hitehorne, Professor of i yistory, Lord Fairfax Community
College
at rShenandoah University
March 15 "Gabriel T. Barbee of Bridgewater, Virginia, and the Virginia
Farmers' Alliance"
Gordon Miller, Information Services Librarian, James Madison
University
at the LIkuseum of lxjNer Culture
Apd 5 "Slavery on the Trans -Appalachian Frontier: A Progress Report"
Ellen Eslinger, Assistant Professor of History, James Madison
University
at the Museum of American Ffuntier Culture
Apra 19 "Problems in the Agricultural History of the Valle of Virginia"
Kenneth Koons, Associate Professor of History, Virginia Military
Institute
at the Museum of American Frontier Culture
May 17 "Towns as Symbols of Regional Reform: Southside, Virginia, - -
1790 - 1835" -
Charles Farmer, Associate Prof essor_of Geography, Frostburg
State University
at Shenandoah University - --- - J
For -More information. ContaCt Anne McCleary, Curator, Museum of American
Frontier Culture, P. O. Box 810, Staunton, Virginia 24401, (703)-332-7850 OR
Warren Hofstra, History Department, Shenandoah University, Winchester,
Virginia (703)-665-4564.
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