NOT LISTED FOR SALE

1164 Upper Happy Valley Rd Lafayette, CA 94549

Happy Valley Neighborhood

Estimated Value: $4,184,000 - $5,233,000

4 Beds
4 Baths
4,175 Sq Ft
$1,145/Sq Ft Est. Value

About This Home

This home is located at 1164 Upper Happy Valley Rd, Lafayette, CA 94549 and is currently estimated at $4,781,697, approximately $1,145 per square foot. 1164 Upper Happy Valley Rd is a home located in Contra Costa County with nearby schools including Happy Valley Elementary School, M.H. Stanley Middle School, and Acalanes High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 19, 2018
Sold by
Burwick David A and Burwick Carey H
Bought by
Hill Jonathan Lee and Thomas Jennifer
Current Estimated Value
$4,781,697

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,850,000
Outstanding Balance
$2,391,846
Interest Rate
3.45%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$2,389,851

Purchase Details

Closed on
Jun 17, 2013
Sold by
Torchio Lloyd J and Torchio Mary A
Bought by
Burwick David A and Burwick Carey H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,590,000
Interest Rate
2.37%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Sep 4, 2001
Sold by
Torchio Lloyd J and Torchio Mary A
Bought by
Torchio Ii Lloyd J and Torchio Mary A

Purchase Details

Closed on
Jun 7, 1999
Sold by
Diaz Robert J & Jody A Tre
Bought by
Torchio Ii Lloyd and Torchio Mary

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
6.75%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 19, 1996
Sold by
Diaz Robert J and Diaz Jody A
Bought by
Diaz Robert J and Diaz Jody A

Purchase Details

Closed on
Jun 8, 1995
Sold by
Hodgkinson Richard D and Hodgkinson Nancy W
Bought by
Diaz Robert J and Diaz Jody A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
6.75%
Mortgage Type
Assumption
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
Collateral Analytics

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ICE

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First American

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Quantarium

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Average Value
Not Available
List Price
Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Hill Jonathan Lee $4,850,000 Chicago Title Company
Burwick David A $3,700,000 Old Republic Title Company
Torchio Ii Lloyd J -- --
Torchio Ii Lloyd $1,100,000 Chicago Title Co
Diaz Robert J -- --
Diaz Robert J $865,000 First American Title Guarant
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Hill Jonathan Lee $2,850,000
Previous Owner Burwick David A $2,590,000
Previous Owner Torchio Ii Lloyd $750,000
Previous Owner Diaz Robert J $400,000
Closed Diaz Robert J $165,000
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
2025 $62,062 $5,518,468 $3,242,811 $2,275,657
2024 $60,019 $5,410,264 $3,179,227 $2,231,037
2023 $60,019 $5,304,182 $3,116,890 $2,187,292
2022 $59,113 $5,200,179 $3,055,775 $2,144,404
2021 $57,402 $5,098,215 $2,995,858 $2,102,357
2019 $56,947 $4,947,000 $2,907,000 $2,040,000
2018 $45,542 $4,004,364 $2,272,747 $1,731,617
2017 $44,759 $3,925,848 $2,228,184 $1,697,664
2016 $43,999 $3,848,872 $2,184,495 $1,664,377
2015 $42,827 $3,791,059 $2,151,682 $1,639,377
2014 $42,522 $3,716,798 $2,109,534 $1,607,264
Source: Public Records

Map

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