Application for Historic Preservation Tax Credit
Owner’sName_______________________________________________________
Owner’sMailingAddress_______________________________________________
Addresswheretheworkwascompleted______________________________________
DaytimeTelephoneNumber_____________________________________________
CellPhonenumber____________________________________________________
EmailAddress________________________________________________________
PropertyTaxAccountNumber________________________________________________________
I. ThepropertyislistedintheMasterPlanforHistoricPreservationas:
taxcredit?
Ifso,pleaseattachacopyofyourcompleteapplication.
II. InaccordancewithChapter52,ArticleVI,oftheMontgomeryCountyCode,Irequestacreditto
mycountypropertytaxesforthefollowingwork:
Restorationandpreservationworkatanindividuallydesignatedhistoricsiteoran
historicresourcewithinanhistoricdistrictthatwasthesubjectofanapprovedHistoricArea
WorkPermit(HAWP)andqualifiesunderChapter52,ArticleVI.
OrdinaryMaintenanceonahistoricsiteorhistoricresourcewithinanhistoricdistrict
wheretheamountexpendedexceeds$1,000.
III. I have read the attached guidance on how to apply and the Helpful Guidance and Tips for Complete
Tax Credit Packages; have completed my application package including all attachments; and
have completed and signed the Receipts Transmittal Form.
SiteNameorHistoricDistrict:____________________________
HaveyouappliedforordidthisprojectreceiveaHistoricAreaWorkPermit?
Yes
Ifso,pleaseattachacopyofyourapprovalmemofromtheHistoricPreservationOfficeor
theDepartmentofPermittingServices.
DidyouapplyforordidthisprojectreceiveaMarylandstateorfederalhistoricpreservation
Yes
No
No
Signature
Date
If you are unable to use the electronic signature field, please make sure that you are using Adobe
Acrobat to complete the form.
click to sign
signature
click to edit
Montgomery County Historic Preservation Tax Credit
Receipts Transmittal Form
Copies of proofs of payment (paid bills, vouchers, receipts) must be attached to this submittal or your application will be incomplete and will not be
processed. Itemize expenditures below, keying them to the proof of payment.
Work Item Description Contractor/Supplier
Amount
Receipt #
Total of Eligible Expenses
$
I hereby certify that the attachments hereto are receipts of actual expenditures made in connection with the restoration and preservation of the structure
referred to above. I affirm that the facts and matters contained in this transmittal are true and correct to the best of my knowledge.
Owner/Applicant Date
click to sign
signature
click to edit
CHECKLIST FOR COMPLETE APPLICATION
Please ensure that you have included the following documents and/or
information for a complete application:
Application for Historic Preservation Tax Credit
Narrative
Receipts Transmittal Form
Scans or Copies of Receipts and/or Canceled Checks
Before Photographs
After Photographs
MONTGOMERYCOUNTYPLANNING.ORG
Eligible Tax Credit Work
Eligible
Approved exterior storm windows, doors
Chimney flue lining and repairs
Exterior painting
Exterior french drains and potentially other drainage issues if affecting structural integrity
Gutter replacement
One-time termite infestation treatment
Repairing architectural trim or ornament
Repairing roofs
Replacing roofs in-kind
Repairing windows
Repairing and maintaining outbuildings such as barns and garages
Repointing brick or stone foundations or chimneys (does not apply to walls that have never been
pointed, i.e. dry-laid brick and stone walls)
Restoring a documented feature such as a dormer or porch that was previously altered or removed
Uncovering or repairing original siding
Professional services (architects, color consultants, engineers)
Not Eligible
Additions
Annual or routine termite control
Cleaning: windows, chimney, gutters, siding except for painting preparation
Driveway and sidewalk repairs unless they have historic significance
Electrical work
Equipment or tool purchases
Interior work of any kind
Installation of new non-historic features
Interior fireplace repairs or chimney cleaning
Landscaping, yard work
New construction
Permit fees
Replacing windows or doors except in rare circumstances with HPC approval
MONTGOMERYCOUNTYPLANNING.ORG
Snow and ice removal
Tree removal or tree services (unless the tree touches the house or threatens structural integrity)
Value of owners' project time
Work completed without a required HAWP
Criteria for eligible work
Work eligible for the Tax Credit must meet all of the following criteria:
1. All proposed work is exterior in nature
2. All proposed work was performed by a licensed contractor
3. All proposed work must be certified by the Historic Preservation Commission as contributing to the
restoration or preservation of sites listed on the Master Plan for Historic Preservation either individually or
within an historic district:
a. Proposed work requiring a Historic Area Work Permit (HAWP) must have received prior Historic
Preservation Commission approval; OR
b. Proposed work entailing ordinary maintenance must exceed $1000 in expense and be subsequently
certified as being consistent with the purposes of Chapter 24A, the County's historic preservation
ordinance, at the time the HPC reviews the tax credit application.