CITY OF SANTA MONICA
PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT
PLANNING DIVISION
(310) 458-8341
MILLS ACT CONTRACT APPLICATION INSTRUCTIONS
WHAT IS THE MILLS ACT?
The Mills Act is a California State law that enables cities to enter into contracts with property owners of qualified historic structures. Mills Act contracts can provide tax benefits for both owner-occupied and income producing properties. In the case of owner-occupied property, the income projection is based on comparable rents for similar property in the area or, if insufficient rental information is available, the income that it could reasonably be expected to produce. For income producing property, the income amount is based on rent actually received and on typical rents received for similar property in similar use.
The owner of any building that is either a designated local landmark or a contributing building in a designated historic district may file a Mills Act Contract Application. Once approved, a Mills Act contract requires the County Tax Assessor's office to determine the value of the historic property based upon its current income, rather than future development potential.
In exchange for this reduction in property taxes, the contract requires the property owner to undertake specific restoration tasks, if necessary, and to properly maintain the historic structure. The proposed restoration and maintenance items are included in a work plan that is submitted by the applicant and, if approved, becomes attached to the contract as an exhibit.
More details about the State enacting law are available at www.ohp.parks.ca.gov.
CONTRACT TERM
Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year.
APPLICATION PROCESS
The deadline for filing an application for a Mills Act Contract is May 31st annually.
Applications must be filed by appointment at the City Planning Division’s public information counter.
Appointments are available weekly on Tuesdays and Thursdays. Please contact the City Planning Division at (310) 458-8341 at least one week in advance to schedule an appointment to file your application.
Staff will review your Mills Act Contract application upon receipt and will contact you and/or your representative to schedule a site visit. Following a site visit, staff will prepare a report to present to the Landmarks Commission for their recommendation (tentatively scheduled for the August or September Landmarks Commission meeting). It is important for you and/or your representative (architect) to be present at this meeting to answer any questions the Commission may have regarding the property.
After the Landmarks Commission has made a recommendation on the Contract application, staff will then take it to the City Council for their review and approval. Once City Council approves the Contract, notarized signatures of both the property owner and City officials must be obtained no later than earlyDecember. The City will endeavor to submit the signed document to the Los Angeles County Recorder for recordation no later than December 28 for benefits to begin the following tax year.
Upon receipt of the fully executed and recorded document, the City will then forward it to the Los Angeles County Tax Assessor, who will recalculate the property owner's tax payment (usually mid April). Staff will provide you a copy of the fully executed Contract after it has been sent to the County Tax Assessor.
CHECKLIST
Please review the attached application form for more information about submittal requirements. If you have any other questions, please contact Steve Mizokami, Senior Planner, Landmarks Commission Liaison, at (310) 458-8341 or by email at [email protected].
Before submitting your application, please check that you have included the following items:
Completed application form.
Restoration/Rehabilitation and/or Maintenance Plan.
An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect.
Financial Analysis form with information required (two highlighted boxes only). Photographs of all building elevations and character-defining features of the structure(s). Copy of the Grant Deed for the property.
Copy of latest property tax bill.
City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341
MILLS ACT CONTRACT APPLICATION
Application Number (s)_25ENT-0089____________________________ Date Filed:
Fee:
Receipt #
Received by:
PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT:
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional):
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
PROPERTY OWNER (if other than applicant):
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
5/27/25
Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:
Is rehabilitation or maintenance needed? (Select one)
_____ Rehabilitation _____Maintenance
Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________
Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________
APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:
An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief.
Please submit one (1) unbound, single-sided copy of each of the following items:
1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.
2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.
Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan).
3. A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan.
4. Photographs (35 mm or digital) of all building elevations and character defining features.
5. Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year.
6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed).
7. Copy of the latest property tax bill for the property.
8. OPTIONAL: One (1) digital copy of above listed items # 1-4 on a CD or diskette.
I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner.
APPLICANT'S SIGNATURE: ~,d /~ ~ DATE: May 15, 2025
APPLICANT'S SIGNATURE: DA TE: ------------ -----
I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent.
DATE
PROPERTY OWNER'S SIGNATURE DATE
137 Hart Avenue
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
May 15, 2025
Submitted by:
Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405
David Kaplan, Preservation Architect
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 1 May 15, 2025
CONDITION ASSESSMENT REPORT
Overview
The property at 137 Hart Avenue consists of a single-family one-story home designed in the beach side bungalow style. According to the Los Angeles County Assessor the structure was built in 1905 and 1921 although there is no original permit and the original date of construction may be 1903. The residence for many years served as a rental property except for a period beginning in 1947 it was owned by Sadie Levy, a local activist who resided there for two decades.
The parcel is on the west side of the city, the first block from the beach in a neighborhood surveyed and identified as the potential South Beach Historic District. The site and building at 137 Hart Avenue are in satisfactory to fair condition and in need of ongoing maintenance and repair.
Project Site
Kaplan Chen Kaplan conducted an historic resources condition assessment of 137 Hart Avenue, Santa Monica. The property is identified as Assessor's Parcel Number 4288-017-026. The property is on the north side of Hart Avenue and is in a line of lots that step down along Hart Avenue toward the ocean on the west.
The property also slopes down slightly toward the back of the site on the north.
Aerial photo with property at 137 Hat Avenue outlined.
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 2 May 15, 2025
Similar to adjacent properties there is a small front yard and fenced in patio area The property has a small backyard. There is no driveway. The property is only a block from the ocean and subject to the relatively mild Santa Monica weather as well as the impact of oceanfront moisture.
Aerial photo of 137 Hart Avenue
General Building Description
The Los Angeles County Assessor indicates a total of 1,216 square feet of space for the historic residence. The building is located on the north side of Hart Avenue with a front yard deck with short fence. The front deck is slightly raised from the sidewalk and leads level to the recessed front door.
The building has a wood shingle exterior façade with horizontal wood siding along the base of the building. Vertical wood siding encloses the chimney that has a metal flue cap.
The roof is composite shingles. The roof has a street facing gable and a short shed roof that wraps across the front above the decorative windows. The roof eaves extend approximately two feet, and the rafter tails are exposed from below. A gutter wraps the house and there are metal downspouts around the residence. Wood 137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 3 May 15, 2025
windows wrap the front of the building that was likely a porch at one time similar to other residences in the district. The remainder of the windows are replacement aluminum within the original openings and trim.
There is a sloping paved walk along the west side down to the rear yard with a side entry into the residence off a small porch landing reached by steps. Offset from both sides of the main house there is a small addition at the rear of the house with access to a small basement. The rear yard is relatively flat with artificial turf. The yard is bound by fences on either side and a plaster wall from the one story building directly behind the property.
Character Defining Features – Condition Assessment and Treatment The Historic Resource Assessment and application for historic designation for 137 Hart Avenue includes illustrations of the following character defining features:
• One-story, rectilinear plan and massing
• Front porch infilled with wood windows
• Front wood windows with upper sash
• Gable and shed roof with overhanging eaves
• Exposed rafter tails
• Recessed entryway
• Shingle cladding and horizontal siding
• Wood trims
The following report includes a condition assessment of the property with categories that include key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of the building and site. The Mills Act maintenance plan is to refurbish and preserve the historic character and historic features of the residence.
Treatment Guidelines
All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation.
Preservation Briefs by the National Park Service are available with examples of treatments for rehabilitation of historic features and structures.
Projects at this property are also eligible for application of the California Historic Building Code.
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 4 May 15, 2025
SUMMARY OF REPAIR / MAINTENANCE WORK
Sitework
Location:
The front wood plank deck is raised from the sidewalk with one step and is level with the front door concrete entry porch. The narrow side yards of the house are concrete sloping toward the rear yard that is primarily rectangular areas of concrete with narrow strips of rock infill.
Condition:
The front yard deck is relatively new but will wear quickly in the sun and ocean weather.
Treatment:
The deck should be continuously treated to main finish. The concrete on either side must be maintained for drainage. Infill around concrete panels will need to be maintained
Landscape
Location:
The front yard is primarily a raised deck and there is paving in the rear yard with landscaping around the perimeter. Planting in the front is primarily in raised boxes and planters including a fruit tree on the front deck.
Condition:
The landscape is in good condition and is maintained in raised planters and in perimeter landscaping in the back.
Treatment:
Appropriate low water use planting and existing drip lines should be serviced and maintained
Foundations / Structural
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 5 May 15, 2025
Location:
The residence has typical continuous perimeter footings and internal piers for support of the wood frame structure. There are also interior footings around the small basement and miscellaneous concrete footings, Little is visible on the exterior as exterior siding continues to grade.
Condition:
The house needed seismic work. Little is visible on the exterior as exterior siding continues to grade. The underfloor should be inspected for connections between framing and footings.
Treatment:
Any unsafe seismic condition should be strengthened including review of attachments of the wood frame to the concrete footings. Ongoing termite inspection and treatment should be provided
Wood Shingles
Location:
The building exterior is primarily wood shingles. The wood shingles wrap all four sides and is also in the front gable
.
Condition:
The shingles were in a highly deteriorated condition. The shingles were recently refurbished and replaced with matching where needed.
.
Treatment:
The shingles will require ongoing prep and paint to maintain in the ocean environment.
.
Wood Siding
Location:
Wood siding is around the base of the building. The site slopes to the rear and the siding covers the extended lower façade.
Condition:
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 6 May 15, 2025
The wood siding was deteriorated and currently appears is relatively good condition from recent treatment
Treatment:
The siding is best maintained with regular cycles of prep and paint. Care should be taken should multiple layers of paint accumulate
Windows
Location:
The windows on the street facing front elevation are the original wood sash and fixed glazing from early enclosure of the porch as well as the first windows on either side of the porch enclosure. The remaining windows around the house are vinyl wrapped aluminum windows and double hung in the original opening to match the original window type.
Condition:
Wood windows needed rehabilitation and new finish. All windows need adjustments to maintain weather seal. Space added at rear of residence has matching window style
Treatment:
Wood windows need to be maintained to preserve the wood and avoid water intrusion into frames and exterior walls. The wood windows should be carefully maintained with regular schedule of prep and paint. Window operation should be reviewed and rehabilitated as needed. Aluminum windows and window hardware should be maintained to preserve weather protection of residence.
Broken glass in original windows should be repaired. An option is to change our windows on the sides of the house for wood framed windows to match original style.
Wood Trim
Location:
There are a number of wood trim elements on the house, primarily on the front façade and surrounding the openings.
Condition:
137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 7 May 15, 2025
Most of the wood features appear in satisfactory to good condition. Multi layers of paint accumulated over time leaving an uneven finish
Treatment:
The wood trim was refurbished and is best maintained with regular cycles of prep and paint. . Care should be taken to properly prep these areas.
Railings and Fences
Location:
The property has several wooden fences. One short spaced picket fence wraps the front deck area Another wood rail borders the recessed entry porch area.
Another railing borders the stair along the west to the rear entry. There are fences along the sides of the rear yards.
Condition:
The railings appear in satisfactory condition although ongoing wear is showing on some railings
Treatment:
Railings are best maintained with regular cycles of prep and paint including replacement of areas of rot.
Roofing
Location:
The entire sloped roof of the residence is covered with asphaltic shingles. The roof overhangs the facade approximately two feet with exposed rafter tails. A gutter has been installed around the perimeter.
Condition:
The roofing is relatively new but will need a cycle of repair and possible replacement. Leaking skylights had to be replaced
Treatment: .
Any leaks should be identified and repaired expeditiously. Damaged and missing flashing should be repaired. Roof life cycle should be evaluated in 10 years 137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 8 May 15, 2025
Gutters and Drainage
Location:
A gutter wraps around the residence with downspouts. There is important drainage at the rear yard which is at a low elevation relative to the front yard Condition:
Much work was required to improve drainage at rear yard. Water drains toward the rear of the site (including from adjacent property) creating a large volume of water. There were no gutters so they were recently added to contain water overflow.
Treatment:
Drainage should regularly observed and cleaned to maintain flow.. Flooding at the rear yard would be damaging. Equipment (sump pumps and drainage lines, etc.) to be maintained.
Hardware
Location:
There are a few potentially original hardware features primarily at the front entry.
The door handle is appropriate but may not be original. There is a vent above the front porch.
Condition:
The front door handle and vent are in satisfactory condition.
Treatment:
The front door hardware and vent should be reviewed for possible refurbishment Window hardware to be reviewed to ensure weather seal
Exterior Lights
Location:
The front entry has a single surface mounted light fixture. There are minimal exterior light fixtures around the house and they do not appear original 137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 9 May 15, 2025
Condition:
The lights are in satisfactory condition although they may need re-lamping.
Treatment:
Existing porch light can be re-lamped for energy conservation Additional fixtures can be installed along sides and rear for security
Chimney
Location:
The chimney has been encased in vertical wood siding from the base to the top of the chimney
Condition:
The woodwork is in satisfactory condition but may be disguising earlier damages.
There is a fire arrestor on top.
Treatment:
Existing siding should be refurbished on regular cycle. Arrestor can be cleaned and finish maintained
Electrical
Location:
The electrical service comes overhead from the rear of the property to the rear of the residence on the east.
Condition:
The electrical meters appear to be in need of update and other equipment may need upgrades. Much of the wiring is antiquated 3 wire and cloth wrapped wires.
Treatment:
The electrical service should be reviewed by an engineer. The structure should be rewired as well as other appropriate upgrades for safety. 137 Hart Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 10 May 15, 2025
Plumbing
Location:
The interior plumbing is served from underfloor and not readily visible Condition:
The plumbing has been recently refurbished although earlier elements remain Treatment:
Plumbing should be reviewed including connections at the hot water heater.
Sump pump piping tied to drainage
Mechanical/Heating
Location:
There is gas service to the building so that both water and space heating is gas.
Condition:
The system is currently operable. The hot water heater needs to be updated.
Treatment:
Mechanical systems may require updates. Hot water heater requires an update/possible replacement. Review gas shut off for safety. Humidity should be considered.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue
FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework The front wood plank deck
is raised from the sidewalk
with one step and is level
with the front door concrete
entry porch. The narrow
side yards of the house are
concrete sloping toward the
rear yard that is primarily
rectangular areas of
concrete with narrow strips
of rock infill.
The front yard
deck is relatively
new but will
wear quickly in
the sun and
ocean weather.
The deck
should be
continuously
treated to
main finish.
The concrete
on either side
must be
maintained
for drainage.
Infill around
concrete
panels will
need to be
maintained
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Landscape The front yard is primarily a
raised deck and there is
paving in the rear yard with
landscaping around the
perimeter. Planting in the
front is primarily in raised
boxes and planters
including a fruit tree on the
front deck.
The landscape
is in good
condition and is
maintained in
raised planters
and in perimeter
landscaping in
the back.
Appropriate
low water use
planting and
existing drip
lines should
be serviced
and
maintained
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Foundations/
Structural
The residence has typical
continuous perimeter
footings and internal piers
for support of the wood
frame structure. There are
also interior footings around
the small basement and
miscellaneous concrete
footings, Little is visible on
the exterior as exterior
siding continues to grade.
The house
needed seismic
work. Little is
visible on the
exterior as
exterior siding
continues to
grade. The
underfloor
should be
inspected for
connections
between
framing and
footings.
Any unsafe
seismic
condition
should be
strengthened
including
review of
attachments
of the wood
frame to the
concrete
footings.
Ongoing
termite
inspection
and treatment
should be
provided
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Wood
shingles
The building exterior is
primarily wood shingles.
The wood shingles wrap all
four sides and is also in the
front gable
The shingles
were in a highly
deteriorated
condition. The
shingles were
recently
refurbished and
replaced with
matching where
needed.
The shingles
will require
ongoing prep
and paint to
maintain in
the ocean
environment.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Wood Siding Wood siding is around the
base of the building. The
site slopes to the rear and
the siding covers the
extended lower façade.
The wood siding
was
deteriorated and
currently
appears is
relatively good
condition from
recent treatment
The siding is
best
maintained
with regular
cycles of prep
and paint.
Care should
be taken
should
multiple
layers of
paint
accumulate.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Windows The windows on the street
facing front elevation are
the original wood sash and
fixed glazing from early
enclosure of the porch as
well as the first windows on
either side of the porch
enclosure. The remaining
windows around the house
are vinyl wrapped
aluminum windows and
double hung in the original
opening to match the
original window type.
Wood windows
needed
rehabilitation
and new finish.
All windows
need
adjustments to
maintain
weather seal.
Space added at
rear of
residence has
matching
window style
Wood
windows
need to be
maintained to
preserve the
wood and
avoid water
intrusion into
frames and
exterior walls.
The wood
windows
should be
carefully
maintained
with regular
schedule of
prep and
paint.
Window
operation
should be
reviewed and
rehabilitated
as needed.
Aluminum
windows and
window
hardware
should be
maintained to
preserve
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
weather
protection of
residence.
Broken glass
in original
windows
should be
repaired. An
option is to
change our
windows on
the sides of
the house for
wood framed
windows to
match
original style.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Wood Trim There are a number of
wood trim elements on the
house, primarily on the
front façade and
surrounding the openings
.
Most of the
wood features
appear in
satisfactory to
good condition.
Multi layers of
paint
accumulated
over time
leaving an
uneven finish
The wood
trim was
refurbished
and is best
maintained
with regular
cycles of prep
and paint. .
Care should
be taken to
properly prep
these areas.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Railings /
Fences
The property has several
wooden fences. One short
spaced picket fence wraps
the front deck area
Another wood rail borders
the recessed entry porch
area. Another railing
borders the stair along the
west to the rear entry.
There are fences along the
sides of the rear yards
The railings
appear in
satisfactory
condition
although
ongoing wear
showing on
some railings
Railings are
best
maintained
with regular
cycles of prep
and paint
including
replacement
of areas of
rot.
.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Roofing The entire sloped roof of
the residence is covered
with asphaltic shingles.
The roof overhangs the
facade approximately two
feet with exposed rafter
tails. A gutter has been
installed around the
perimeter.
The roofing is
relatively new
but will need a
cycle of repair
and possible
replacement.
Leaking
skylights had to
be replaced
Any leaks
should be
identified and
repaired
expeditiously.
Damaged
and missing
flashing
should be
repaired.
Roof life cycle
should be
evaluated in
10 years
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Drainage /
Gutters
A gutter wraps around the
residence with downspouts.
There is important drainage
at the rear yard which is at
a low elevation relative to
the front yard
Much work was
required to
improve
drainage at rear
yard. Water
drains toward
the rear of the
site (including
from adjacent
property)
creating a large
volume of water.
There were no
gutters so they
were recently
added to
contain water
overflow.
Drainage
should
regularly
observed and
cleaned to
maintain
flow..
Flooding at
the rear yard
would be
damaging.
Equipment
(sump pumps
and drainage
lines, etc.) to
be
maintained.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Hardware There are a few potentially
original hardware features
primarily at the front entry.
The door handle is
appropriate but may not be
original. There is a vent
above the front porch.
The front door
handle and vent
are in
satisfactory
condition.
The front
door
hardware and
vent should
be reviewed
for possible
refurbishment
Window
hardware to
be reviewed
to ensure
weather seal
Exterior
Lights
The front entry has a single
surface mounted light
fixture. There are minimal
exterior light fixtures around
the house and they do not
appear original
The lights are in
satisfactory
condition
although they
may need relamping.
Existing
porch light
can be relamped for
energy
conservation
Additional
fixtures can
be installed
along sides
and rear for
security
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Chimney The chimney has been
encased in vertical wood
siding from the base to the
top of the chimney
The woodwork
is in satisfactory
condition but
may be
disguising
earlier
damages.
There is a fire
arrestor on top.
Existing
siding should
be
refurbished
on regular
cycle.
Arrestor can
be cleaned
and finish
maintained
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Electrical The electrical service
comes overhead from the
rear of the property to the
rear of the residence on the
east.
Much of the
electrical
needed major
refurbishment
and that work
was recently
completed.
Ongoing review
and
maintenance
are needed
The electrical
service
should be
reviewed by
an electrician.
The structure
should be
rewired as
well as other
appropriate
upgrades for
safety.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Plumbing The interior plumbing is
served from underfloor and
not readily visble
The plumbing
has been
recently
refurbished
although earlier
elements
remain
Plumbing
should be
reviewed
including
connections
at the hot
water heater.
Sump pump
piping tied to
drainage
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Mechanical/
Heating
There is gas service to the
building so that both water
and space heating is gas.
The system is
currently
operable. The
hot water heater
needs to be
updated
Mechanical
systems may
require
updates. Hot
water heater
requires an
update/replac
ement.
Review gas
shut off for
safety.
Humidity
should be
considered.
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
Photographs
137 Hart Avenue – Main entry elevation facing south on Hart Avenue 137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue –main entry elevation from southwest
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue –main entry elevation from southwest
137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue – East side of residence looking north and south 137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue - Looking south along west side of residence towards Hart Avenue 137 Hart Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2025 Kaplan Chen Kaplan
137 Hart Avenue– Rear (north) elevation from northwest corner
MILLS ACT MAINTENANCE PLAN
137 Hart Avenue
MAINTENANCE PLAN: 137 Hart Avenue
year 1
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
1 2024 Sitework Front entry step, deck Prepare front entry, new fencing $ 28,000.00 Side walks Rework rear yard for drainage
Paving at rear New paving and gravel inserts
2 2024 Landscape Deck, rear yard Add planting in pots and perimater landscaping $ 4,800.00
EXTERIOR
3 2024 Foundations/Structural Perimiter and internal footings Seismic and structural improvements $ 90,000.00 Termite treatment
4 2024 Wood shingle siding All facades Prep and paint $ 17,000.00 Replace rotted shingles
5 2024 Wood siding at base around biulding Prep and paint $ 8,000.00 Replace rotted siding
6 2024 Windows Throughout Maintain windows and operation. $ 13,000.00 Original and replacement Refurbish original windows and replacements with similar divisons
7 2024 Wood Trim All frames, sills and trim Prep and paint $ 9,000.00 8 2024 Wood doors Front and rear doors Prep and paint $ 7,000.00 9 2024 Railings Front porch and rear stairs prep and paint $ 4,000.00 Side fences
10 2024 Roofing Shingles throughout Reroof $ 42,000.00
Skylights Replace leaking skylights
11 2024 Drainage Gutters downsouts and Drainage for flooding during rains. New system $ 125,000.00 area drains at rear yard, incl sump pumps and new drain lines, gutters and downspouts around
12 2024 Hardware Doors, windows and attic vent Maintain door hardware, window hardware and $ 6,500.00 vent
13 2024 Exterior Lights Site ligihting,porch lights Add exteior lighting for safety $ 5,000.00 14 2024 Chimney Exterior on west Repairs at exterior cladding $ 6,500.00 Maintain spark arrestor
SYSTEMS
15 2024 Electrical Overhead from rear and into New wiring as needed throughout to $ 10,000.00 residence replace dated system
16 2024 Plumbing Throughout site and residence Old plumbing replaced $ 19,000.00 17 2024 Heating/AC/Gas Residence Updated new system $ 5,000.00 SUB TOTAL MILLS ACT MAINTENANCE PLAN Year 1 $ 399,800.00 Year 1 only
2025 137 Hart Avenue, Santa Monica
MILLS ACT MAINTENANCE PLAN
137 Hart Avenue
MAINTENANCE PLAN: 137 Hart Avenue
years 2-9 ongoing
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
18 2025 Sitework Front entry step, deck Review site paving for damage. Patch as $ 4,000.00 ongoing Side walks needed. Maintain front entry
Paving at rear
19 monthly Landscape Deck, rear yard Maintain landscape, check irrigation $ 24,000.00 Avoid plants and irrigation against building
walls
EXTERIOR
20 as needed Foundations/Structural Perimiter and internal footings Review structural as needed, $ 2,000.00 2025 review confirm sufficient seismic atttachments
Termite treatment
21 2029 Wood shingle siding All facades Prep and paint on 5 year cycle $ 15,000.00 5 year cycle
22 2029 Wood siding at base around biulding Prep and paint as needed $ 3,000.00 5 year cycle
23 annual Windows Throughout Maintain windows and operation. $ 3,000.00 ongoing Original and replacement
24 2029 Wood Trim All frames, sills and trim Prep and paint approx 5 year cycle $ 6,000.00 5 year cycle Front bay and entry trim
25 2029 Wood doors Front and rear doors Maintain original doors $ 4,000.00 5 year cycle Prep and paint as needed
26 2029 Railings Front porch and rear stairs Prep and paint on 5 year cycle $ 6,000.00 5 year cycle Side fences
27 2034 Roofing Shingles throughout Upkeep of roofing and flashing including $ 20,000.00 10 year cycle skylights for leaks
Review in 10 years
28 annual Drainage Gutters downspouts and Provide screens to keep drains clear of debris. $ 10,000.00 & ongoing area drains at rear yard Maintain drainage and equipment 29 2025 Hardware Doors and windows, attic vent Maintain orignal entry door hardware, vent $ 6,000.00 & ongoing
30 Exterior Lights Site ligihting,porch lights Relamp as needed $ 2,000.00 as needed Check for weather seal and finish conditon
31 Chimney Exterior on west Maintain vertical siding $ 1,500.00 5 year cycle
2028
SYSTEMS
32 Electrical Overhead from rear and into Maintain as needed $ 2,500.00 as needed residence Review exterior outlets for safety
Prior existing unsafe
33 2026 & Plumbing Throughout site and residence Maintain plumbing. Repairs when needed $ 2,000.00 as needed to be expedited. Repair/replace HWH
34 review shutoff Heating/AC/Gas Residence Maintain service, repair as needed $ 1,500.00 as needed Check for shutoffs
SUBTOTAL MILLS ACT MAINTENANCE PLAN Years 2 - 9 $ 112,500.00 TOTAL MILLS ACT MAINTENANCE PLAN Years 1 and 2 - 9 $ 512,300.00 2025 137 Hart Avenue, Santa Monica
FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):__________________________________ REVENUES Current1) Monthly Rental Income 3% 2) Annual Rental IncomeANNUAL EXPENSESGen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $08) Total Expenses $0 (Sum Lines 8-9) NET OPERTING INCOME $0 (Line 2 Minus 8)CAPITALIZATION RATE9) Interest Component 5.5%10) Historic Property Risk 4% (2%, or 4% for SFD)11) Property Tax Component 1%12) Amortization Component 0.5%13) Capitalization Rate 11% (Sum Line 9 - 12)TAXES14) Mills Act Assessment $0 (NOI/ Line 13)15) Tax Under Mills Act $0 (Line 14 X .01035146)16) Current Tax17) Tax Savings (Line 16 - Line 15) $018) Annual Costs to City (Line 17 X 16%) $0 RECORDING REQUESTED BY:
Fidelity National Title
AND WHEN RECORDED MAIL TO:
Ashley Simonsen
137 Hart Avenue
Santa Monica, CA 90405
THIS SPACE FOR RECORDER'S USE ONLY
Title Order No 00282666 Escrow No 06-66660-MAF
GRANT DEED
THE UNDERSIGNED GRANTOR(S) DECLARE(S)
DOCUMENTARY TRANSFER TAX IS $3,575.00
CITY TRANSFER TAX $9,750.00
computed on full value of property conveyed, or
computed on full value less liens or encumbrances remaining at the time of sale.
El unincorporated area: El City of Santa Monica
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, David Morse, an Unmarried Man
hereby GRANT(S) to
Ashley Simonsen, a Single Woman
the real property in the City of Santa Monica, County of Los Angeles, State of California, described as:
Legal Description attached hereto and made a part hereof as Exhibit "A" Commonly known as: 137 Hart Avenue, Santa Monica, CA 90405 Parcel No. 4288-017-026
Dated: December 13, 2020
Signature page attached hereto
and made a part hereof
MAIL TAX STATEMENTS TO PARTY SHOWN BELOW, IF NO PARTY SHOWN. MAIL AS SHOWN ABOVE
LISBETH YADIRA BUCK
Notary Public • California z
Los Angeles County
Commission it 2316728
y Comm, Expires Dec 21, 2023
I
(Seal)
Title Order No.: 00282666 Escrow No.: 05-55660-MAF APN: 4288-017-026
SIGNATURE PAGE
Title of Document: G(oVIt eater)
Date of Document:
David Morse
ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA ,
COUNTY OF L-0`) ate5
On IV ILtt20,0
before me, LitiVetil qadi(D, CtCY\
A Notary Public personally appeared
eloNi
who proved to me on the basis of satisfactory evidence,to be the person(s) whose name(s)CLiPare subscribed to the within instrument and acknowledged to me that die/she/they executed the same in Ser/their authorized capacity(ies), and that by itheritheir signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signatur ytgiOet 741
PRELIMINARY REPORT Fidelity National Title Company
YOUR REFERENCE: 137 Hart Ave ORDER NO: 00282666-994-VN0-1AW
EXHIBIT A
LEGAL DESCRIPTION
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA MONICA, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
LOT 14 OF TRACT, BLOCK A, IN THE CITY OF SANTA MONICA, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 78, ON PAGES 77 AND 78 IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
PLOTTED EASEMENTS
APN: 4288-017-026
CLTA Preliminary Report Form — Modified (11/17/06) Page 3