Tax Credit Case Studies

The Montgomery County historic preservation tax credit can be used for many different types of projects. The project can be as simple as repairing a roof in-kind to engaging in a large scale restoration project. The credit can also be used for diverse types of structures, not just houses. In the following successful projects applications from 2007, tax credit recipients restored historic garages, outbuildings, barns, and greenhouses, in addition to maintenance and restoration work on their residences.

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Neglected House Gets New Life
9310 Brookville Road, Silver Spring
Linden Historic District

A two-story house with pale yellow siding and green shutters, partially covered by greenery. A porch with a railing is at the front. — Circa 1980

The Victorian house at 9310 Brookville Road was in deplorable condition when purchased by the current owners. Neglected for years, the house had a leaky roof, was covered over in asbestos tile, and was missing key historic design features, such as historic fishscale shingles, the subterranean greenhouse, and the original side porch. The owners describe falling in love with the house in spite of some major imperfections:

“The house first caught our attention in 1998. We had been searching for an older house that had unique features and character for quite some time. Although the exterior was in relatively poor condition, the turret, wrap-around porch, and fish-scale shingles signaled a home that could once again come back to its distinctive elegance. Upon inspection of the interior, the remarkable turned chestnut staircase and double fireplaces were key elements. The large number of oversized classic double hung windows and the glass casement greenhouse-porch filled the house with light while the high ceilings gave a great sense of open space. Without doubt, the house represented a major investment both in time and resources but it also afforded a unique opportunity. Thus began a 10 year project or more accurately, an adventure.”

Known historically as the Wolfe property, the house is a two-and-a-half story Victorian built in 1894. It is an outstanding resource in the Linden Historic District.

Over the last ten years, the owners have brought this house back to life, using solid preservation philosophy: repair what can be repaired and replace what absolutely has to be replaced with like materials. They invested considerable time and money repairing old wood windows, installing wood storm windows, repairing fishscale shingles, repairing and replacing wood siding, removing nonhistoric features that were a detriment to the property, such as the front porch addition, installing new landscape elements sympathetic to the original Wolfe House lot, and exterior painting.

In 2007, the owners restored the subterranean greenhouse, using the Montgomery County Tax Credit incentive. The structure, located on the southwest side of the house, had originally been constructed as an addition in 1920 and, according to long term local residents, had been used by the Wolfe Family, the original owners, to grow seedlings prior to relocating them to porch’s greenhouse enclosure. The local lore was supported by the presence of elongated wooden containers filled with dirt that were still situated along the banks of windows in the first floor room.

As one of the owners notes,

“The restoration of the subgreenhouse, as with almost all projects, took on a life of its own. From an initial inspection it was apparent that the original brick structure was flanked by buttressed piers with a window well accommodating panel windows. At some point, the front pier had been reconstructed as a straight non-buttressed pier; the brick window well had crumbled; the panel windows had been removed; and the exterior of the structure had been wrapped in roofing material. In addition, the front brick wall shared with the adjacent sloped door basement entrance was unstable, showing severe bulging into the basement entranceway. The one remaining triangular panel window, located in the wall facing Brookville Road, was severely deteriorated.

The project began with a significant amount of planning and the investigation of sources of appropriate materials including matching mortar, reclaimed matching bricks, and sources for construction of appropriate panel windows. After removal of the roof wrap material and temporary window well framing, the window well was reconstructed using reclaimed matching bricks and mortar. Similarly, the front pier was reconstructed to return it to its original buttress structure. In the process, the foundation wall shared by the subgreenhouse and the basement stair well was repaired and partially rebuilt using the original bricks. A second supporting brick wall was constructed inside the stair well to support the shared wall as well as to form a support platform for the installation of new sloped basement entrance doors. Finally, the window well was reframed and 4 large sloped panel windows and a new triangular front window, (constructed to match the remaining original window) were installed. On the interior, the foundation walls were parged and sealed to prevent deterioration of the original foundation walls.”

A large, multi-story Victorian-style house with brown siding, white trim, and a steep roof. Surrounded by trees and shrubs, it sits on a landscaped lot. — New

The Montgomery County Tax Credit has played a key role in owners’ restoration/rehabilitation decision-making. The owner applauds the assistance the county has offered them in this endeavor.

“Certainly, the tax credit incentives for the restoration/rehabilitation of a historic resource provided by both Montgomery County and the State of Maryland have been a large aid in the process. It is not clear that we would have, in fact, invested the funds necessary to do all of the projects that we did complete without this. Each year, tax credit funds were earmarked back to the house to allow for another stage in the rehabilitation process. It is a program that should continue to be funded, should be well advertised to existing and new historic home owners, and (in whatever capacity possible) expanded to promote continued maintenance and rehabilitation of our local historic resources.”

We owe a debt of gratitude to owners who have returned a significant part of Montgomery County’s historic legacy back to its rightful place in the community.

From Plain Jane to Victorian Beauty
10220 Carroll Avenue, Kensington
Kensington Historic District
Owners: Jim Engel and Maureen Conley

The well-adorned painted lady at 10220 Carroll Avenue used to be a plain Jane. Covered over with aluminum siding in 1978, this Kensington house lost much of its intricate Victorian detail. In 2007, the current owners initiated a project to remove the nonhistoric siding. The owners also removed a powder room, added to the side of the front porch in the 1970s, which destroyed the original porch design and removed intricate Victorian millwork.

Jim Engel, current owner, says

Overall, it was a scary process. We had no idea how much rot we would run into. We had pulled off some sample areas of aluminum siding on the first floor and were able to identify that under the aluminum on the first floor was non-historic 1920s shingle, on top of original lap siding. I pulled off a sample area on the 2nd floor and was able to identify that the 2nd floor siding was originally shingle, and that the undereaves were probably in good shape, at least where I could see.

The original lap siding and shingles, covered for years by additional layers of cladding, were in good shape. After years of neglect, the original siding needed some minor repairs and sanding, with the exception of a small area in the front porch corner where the gutters had failed. Engel notes that, “with the exception of the porch beadboard ceiling and floor, we ended up having to replace relatively little wood which was fortunate because cedar siding is expensive.”

The Engel/Conley family used several different types of documentation to guide their project. They consulted Victorian era pattern books*, such as Robert’s Illustrated Millwork Catalog: A Source Book for Turn-of-the Century Architectural Woodwork; recollections of former owners and neighbors; and other houses in the neighborhood of similar age and style. They also used one of the best resources: the house itself. The process of removing the siding and the 1970s powder room also resulted in some great discoveries. Engel notes:

We were able to find some of the original porch posts (hacked up pretty badly and identify that there were ornamental brackets and a porch railing(we have yet to put the brackets up). Also, when we demolished the 1970s era bathroom on the front porch, we found large areas with the original colors above the porch ceiling! Very bold, almost ‘Willy Wonka’ purple and yellow and green. We chose similar hues but much more subdued, for the colors you see today. “

Thanks to the work of the Engel/Conley family, the house you see today could certainly be recognized by its original occupants. Mr. Engel credits the Montgomery County Historic Preservation Tax Credit program with the ability to undertake such a mammoth project.

The tax credit helps greatly to offset the incremental cost of ownership compared to a modern house. Being able to afford such a house, thanks to the tax credit, gives everyone who sees it the opportunity to understand what a real, early suburban home looks like.

*Dover books has published a wide variety of reprints from the Victorian era about architecture and architectural details. Some examples include: Victorian Cottage Architecture: An American Catalog of Designs, 1891 and Victorian City and Country Houses: Plans and Details, originally published in 1877.

Before

A two-story house with green roof sits at a corner surrounded by trees and shrubs. A small sign is visible near the street.

After

A large, blue, two-story house with an attic and a wraparound porch is situated at a street corner, surrounded by leafless trees and a parked car in the background.

Two-story green and yellow house with a chimney, surrounded by trees, viewed from the street.

Tax Credit Case Studies

Tax credit case studies

9310 Brookville Road, major restoration work

10220 Carroll Avenue, major restoration work

9000 Brink Road, repainted barn roof

3712 Thornapple Street, slate roof replacement

316 Tulip Avenue, repaired historic garage