$3,805,000
SOLD JAN 5, 2024
4 Beds
5 Baths
3,872 Sq Ft
7,000 Sq Ft Lot

Recently Sold

$983 Per Sq Ft

2% Below List Price

2 Days on Market

Highlights

  • Ocean View
  • Property has ocean access
  • Spa
  • Marblehead Elementary School Rated A-
  • Fitness Center
  • Solar Power System

About This Home

As of January 2024

Enjoy BREATHTAKING OCEAN VIEWS and PRIVACY from this Sea Summit "Sapphire" tucked away on a cul-de-sac street overlooking the ocean and the coveted 100 acre "Marblehead" habitat preserve ~ Prime interior view lot with no homes directly behind ~ This 3872 sq. ft. MULTI-GENERATIONAL home truly checks off all the boxes and features 4 Bedrooms-4.5 baths + bonus or teen room with endless use options ~ Experience the definition of the "wow factor' when you enter the massive great room/dining room with bi-fold doors featuring seamless indoor-outdoor living / loggia area off dining room / massive sit down kitchen island for entertaining ~ Main floor private suite includes a bedroom-living area-ensuite bath with walk-in shower which could easily be converted to a casita with its own entrance ~ Recent upgrades include a "Sun Power" solar system (paid in full) / EV Car charger / White Silestone kitchen counters and tiled backsplash ~ Gourmet "center island" kitchen features every imaginable convenience / loaded with cabinets / "48" inch Wolf stove top / dual ovens / generous walk-in pantry / oversized butlers pantry ~ Luxurious primary suite has dual closets with organizers and french doors to large ocean view loggia ~ There are 2 additional upstairs private ensuite bedrooms each featuring french doors to Juliet balcony and a deck ~ Outdoor area includes BBQ/cozy firepit/loggia overlooking wide open views ~ Sea Summit habitat includes 5 parks, 4 miles of walking trails sitting on the bluff with views from SC Pier to Dana Point Harbor ~ Convenient to freeway-downtown-shopping-restaurants-7 minute walk to beach ~ Sea Summit's resort like amenities include a pool/spa-clubhouse-cabanas-firepits-loggia-catering kitchen-gym (See private remarks)

Last Agent to Sell the Property

Chris Fry

Oaktree Realtors License #00576671 Listed on: 11/28/2023

Last Buyer's Agent

Michael Lockwood

eXp Realty of California, Inc. License #01975011

eXp Realty of California, Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $40,115

Year Built

  • Built in 2016 | Remodeled

Lot Details

  • 7,000 Sq Ft Lot
  • Wrought Iron Fence
  • Block Wall Fence
  • Back and Front Yard

HOA Fees

  • $300 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Electric Vehicle Home Charger
  • Parking Available
  • Front Facing Garage
  • Two Garage Doors
  • Driveway

Property Views

  • Ocean
  • Coastline
  • Panoramic
  • Canyon
  • Hills

Home Design

  • Mediterranean Architecture
  • Slab Foundation
  • Interior Block Wall
  • Tile Roof
  • Plaster

Interior Spaces

  • 3,872 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • High Ceiling
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Window Screens
  • Entryway
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Dining Room
  • Loft
  • Bonus Room
  • Utility Room

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Butlers Pantry
  • Six Burner Stove
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Stone Countertops
  • Built-In Trash or Recycling Cabinet
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Primary Bedroom on Main
  • Primary Bedroom Suite
  • Double Master Bedroom
  • Walk-In Closet
  • In-Law or Guest Suite
  • Bathroom on Main Level
  • 5 Full Bathrooms
  • Granite Bathroom Countertops
  • Quartz Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Soaking Tub
  • Walk-in Shower

Laundry

  • Laundry Room
  • Laundry on upper level
  • Gas Dryer Hookup

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector
  • Fire Sprinkler System

Eco-Friendly Details

  • Energy-Efficient Construction
  • Energy-Efficient HVAC
  • Solar Power System
  • Solar owned by seller

Outdoor Features

  • Spa
  • Property has ocean access
  • Ocean Side of Freeway
  • Balcony
  • Covered patio or porch
  • Exterior Lighting
  • Rain Gutters

Schools

  • Marblehead Elementary School
  • Shorecliff Middle School
  • San Clemente High School

Utilities

  • Central Heating and Cooling System
  • 220 Volts in Garage
  • Natural Gas Connected
  • Tankless Water Heater

Listing and Financial Details

  • Tax Lot 72
  • Tax Tract Number 8817
  • Assessor Parcel Number 69143606
  • $11,967 per year additional tax assessments

Community Details

Overview

  • Sea Summit Association, Phone Number (949) 883-2600
  • First Service Residential HOA
  • Maintained Community

Amenities

  • Outdoor Cooking Area
  • Community Fire Pit
  • Community Barbecue Grill
  • Clubhouse

Recreation

  • Fitness Center
  • Community Pool
  • Community Spa
  • Park
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$40,115

Year Built

Built in 2016 | Remodeled

Lot Details

0

HOA Fees

$300 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: Kitchen refrigerator is negotiable
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s), Fire Sprinkler System, Smoke Detector(s)
  • Subdivision Name Other: Sea Summit "Sapphire"
  • View: Yes
  • Architectural Style: Mediterranean
  • Property Condition: Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 69143606
  • Year Built: 2016
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3872.00 Square Feet
  • Interior Amenities: Balcony, Block Walls, High Ceilings, In-Law Floorplan, Open Floorplan, Pantry, Recessed Lighting
  • Stories: 2
  • Entry Location: 1
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Accessibility Features: See Remarks
  • Appliances: Yes
  • Full Bathrooms: 5
  • Full And Three Quarter Bathrooms: 5
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Entry Level: 1
  • Fireplace Features: Family Room, Gas
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 982.70
  • Room Type: Bonus Room, Entry, Great Room, Kitchen, Laundry, Loft, Main Floor Bedroom, Main Floor Primary Bedroom, Primary Bedroom, Primary Suite, Two Primaries, Utility Room, Walk-In Closet, Walk-In Pantry
  • Spa Features: Association, Community
  • Window Features: Double Pane Windows, Screens
  • Bathroom Features: Bathtub, Shower, Double Sinks In Primary Bath, Granite Counters, Main Floor Full Bath, Privacy Toilet Door, Quartz Counters, Soaking Tub
  • Room Kitchen Features: Built-In Trash/Recycling, Butler's Pantry, Kitchen Island, Kitchen Open To Family Room, Stone Counters, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Rain Gutters
  • View: Canyon, Coastline, Hills, Ocean, Panoramic
  • Fence: Yes
  • Fencing: Block, Wrought Iron
  • Patio And Porch Features: Concrete, Covered
  • Pool Features: Association, Community
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes
  • Construction Materials: Plaster

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage Faces Front, Garage - Two Door, Electric Vehicle Charging Station(s)
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Disposal, Gas Cooktop, Microwave, Tankless Water Heater
  • Electric: 220 Volts in Garage, Photovoltaics Seller Owned
  • Heating Type: Central
  • Laundry Features: Gas Dryer Hookup, Individual Room, Inside, Upper Level
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Fire Pit, Barbecue, Outdoor Cooking Area, Gym/Ex Room, Clubhouse, Maintenance Grounds
  • Association Fee: 300.00
  • Association Fee Frequency: Monthly
  • Association Name: Sea Summit
  • Phone: 949-883-2600
  • Senior Community: No
  • Community Features: Biking, Curbs, Hiking, Park, Sidewalks, Street Lights
  • Association Management: First Service Residential

Schools

  • School District: Capistrano Unified
  • Elementary School: Marblehead
  • Middle School: Shorecliff
  • High School: San Clemente
  • Elementary School: Marblehead
  • High School: San Clemente
  • Middle Or Junior School: Shorecliff
  • Elementary School #2: MARBLE
  • High School2: SANCLE

Green Features

  • Efficiency: Construction, HVAC
  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard, Lot 6500-9999
  • Lot Size Sq Ft: 7000.00
  • Lot Size Acres: 0.1607

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7000.0000 Square Feet
  • Number Of Units Total: 1
  • Waterfront Features: Ocean Access, Ocean Side of Freeway

Tax Info

  • Tax Lot: 72
  • Tax Tract Number: 8817
  • TaxOtherAnnualAssessmentAmount: 11967.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 28, 2023
Closed on
Dec 1, 2023
Sold by
Deborah L Burwell 2006 Trust
Bought by
Dickerson Mark Alan and Dickerson Stacie
Seller's Agent
Chris Fry
Oaktree Realtors
Buyer's Agent
Michael Lockwood
eXp Realty of California, Inc.
List Price
$3,885,000
Sold Price
$3,805,000
Premium/Discount to List
-$80,000
-2.06%
Views
21
Current Estimated Value
$4,508,579

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$703,579
Avg. Annual Appreciation
13.78%
Original Mortgage
$2,663,500
Outstanding Balance
$2,615,216
Interest Rate
5.5%
Mortgage Type
New Conventional
Estimated Equity
$2,044,980

Purchase Details

Closed on
Mar 24, 2023
Sold by
Schwartz Living Trust
Bought by
Deborah L Burwell 2006 Trust

Purchase Details

Closed on
Oct 5, 2016
Sold by
Marblehead Development Partners Llc
Bought by
Schwartz John E and The Schwartz Living Trust
Source: Public Records

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Range of Values:

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Grant Deed $3,805,000 Fidelity National Title
Quit Claim Deed -- --
Grant Deed $2,012,500 Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $2,663,500 New Conventional
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/05/2024 01/05/24 Sold $3,805,000 -2.1% $983 / Sq Ft
12/01/2023 12/01/23 Pending -- -- --
11/28/2023 11/28/23 For Sale $3,885,000 0.0% $1,003 / Sq Ft
11/27/2023 11/27/23 Price Changed $3,885,000 0.0% $1,003 / Sq Ft
10/05/2021 10/05/21 Rented $10,000 0.0% --
09/21/2021 09/21/21 For Rent $10,000 -- --
Source: California Regional Multiple Listing Service (CRMLS)

Tax History Compared to Growth

Source: Public Records

Tax History

Year Tax Paid Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. Land Improvement
2024 $40,115 $2,856,000 $1,871,648 $984,352
2023 $40,153 $2,800,000 $1,834,949 $965,051
2022 $33,853 $2,200,428 $1,339,446 $860,982
2021 $33,152 $2,157,283 $1,313,183 $844,100
2020 $32,755 $2,135,163 $1,299,718 $835,445
2019 $32,715 $2,093,298 $1,274,234 $819,064
2018 $33,233 $2,052,253 $1,249,249 $803,004
2017 $32,584 $2,012,013 $1,224,754 $787,259
2016 $19,666 $758,725 $758,725 $0
2015 $7,577 $747,329 $747,329 $0
2014 $5,675 $559,100 $559,100 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PW23210024

California Regional Multiple Listing Service (CRMLS)

APN: 691-436-06