$2,950,000
SOLD DEC 2, 2019
4 Beds
3.5 Baths
3,024 Sq Ft
3,080 Sq Ft Lot

Recently Sold

$976 Per Sq Ft

5% Below List Price

39 Days on Market

Highlights

  • Boat Dock
  • Primary Bedroom Suite
  • Fireplace in Primary Bedroom
  • Newport Elementary School Rated A
  • Clubhouse
  • 4-minute walk to Degrassi Park

About This Home

As of June 2023

Beautifully poised in an idyllic location on Lido Isle and situated on a prime oversized, street/street lot, this soft Mediterranean style home is in perfect condition and affords exceptional living within this waterside community. The carefully considered, 4 bedroom floorplan encompasses approx. 3000’ of vibrant living space and is decorated in serene hues, beautiful stonework and exquisite finishes. The main level accommodates a beautiful living room, dining room, a private, south-facing patio plus a gourmet kitchen/great room with premium appliances, center island, custom cabinetry and abundant storage and walk-in pantry. Highlighting the 4, upper-level bedrooms is the master suite, replete with a cozy sitting area, fireplace, balcony, walk-in closet, jetted tub, shower and marble vanities. The secondary bedrooms are all very spacious with designer amenities and custom blinds. Beamed, high ceilings, travertine floors and moldings grace the interior spaces throughout in addition to other amenities such as interior laundry, A/C, golf cart storage are just a few of the features that make this island home a truly special offering. This residence is located close to the Lido clubhouse with easy bay access at both ends of the street plus the HOA amenities of sailing, beaches, tennis and community activities. Lido residents also enjoy an easy walk to the night-life, shopping, great dining of the Lido Village in addition to some of the finest beaches in California.

Last Agent to Sell the Property

Jon Flagg

Pacific Sotheby's Int'l Realty License #01316048 Listed on: 09/12/2019

Pacific Sotheby's Int'l Realty

Last Buyer's Agent

Jon Flagg

Pacific Sotheby's Int'l Realty License #01316048 Listed on: 09/12/2019

Pacific Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $48,153

Year Built

  • Built in 2000

Lot Details

  • 3,080 Sq Ft Lot
  • Density is up to 1 Unit/Acre

HOA Fees

  • $100 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Two Garage Doors

Home Design

  • Tile Roof
  • Clay Roof

Interior Spaces

  • 3,024 Sq Ft Home
  • 2-Story Property
  • Built-In Features
  • Beamed Ceilings
  • Tray Ceiling
  • Cathedral Ceiling
  • Recessed Lighting
  • Fireplace With Gas Starter
  • Family Room with Fireplace
  • Living Room
  • Dining Room
  • Laundry Room

Kitchen

  • Eat-In Kitchen
  • Walk-In Pantry
  • Double Oven
  • Six Burner Stove
  • Built-In Range
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Retreat
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • Dual Vanity Sinks in Primary Bathroom
  • Hydromassage or Jetted Bathtub
  • Separate Shower

Outdoor Features

  • Balcony
  • Patio

Utilities

  • Central Heating and Cooling System
  • Sewer Paid
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 288
  • Tax Tract Number 907
  • Assessor Parcel Number 42326209

Community Details

Overview

  • Lica Association, Phone Number (949) 673-6170
  • Lido Isle Homeowners Association

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Clubhouse
  • Banquet Facilities
  • Card Room
  • Laundry Facilities

Recreation

  • Boat Dock
  • Pier or Dock
  • Tennis Courts
  • Sport Court

Home Details

Home Type

Single Family

Est. Annual Taxes

$48,153

Year Built

Built in 2000

Lot Details

0

HOA Fees

$100 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Lido Island (LIDO)
  • View: No
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 42326209
  • Year Built: 2000
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3024.00 Square Feet
  • Interior Amenities: Balcony, Beamed Ceilings, Built-in Features, Cathedral Ceiling(s), Granite Counters, High Ceilings, Pantry, Recessed Lighting, Tray Ceiling(s)
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Carpet, Stone
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Area, Dining Room, In Kitchen
  • Fireplace Features: Family Room, Master Bedroom, Gas Starter
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 975.53
  • Room Type: Laundry, Living Room, Master Bathroom, Master Bedroom, Master Suite, Retreat, Walk-In Closet, Walk-In Pantry
  • Bathroom Features: Bathtub, Shower, Double Sinks In Master Bath, Jetted Tub, Separate Tub And Shower, Walk-In Shower
  • Room Kitchen Features: Granite Counters

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Patio
  • Pool Private: No
  • Roof: Clay, Tile
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage, Garage - Two Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Electricity Connected, Phone Available, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Built-In Range, Dishwasher, Double Oven, Disposal, Gas Range, Gas Cooktop, Microwave, Refrigerator
  • Heating Type: Central
  • Laundry Features: Common Area, Individual Room, Inside
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Outdoor Cooking Area, Dock, Pier, Tennis Court(s), Sport Court, Clubhouse, Card Room, Banquet Facilities
  • Association Fee: 1200.00
  • Association Fee Frequency: Annually
  • Association Name: LICA
  • Phone: 949-673-6170
  • Senior Community: No
  • Community Features: Curbs, Sidewalks
  • Association Management: Lido Isle Homeowners Association

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size Sq Ft: 3080.00
  • Lot Size Acres: 0.0707

Multi Family

  • Lease Considered: No
  • Lot Size Area: 3080.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 629.00
  • Tax Lot: 288
  • Tax Tract Number: 907

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 19, 2023
Closed on
May 25, 2023
Sold by
Pendergrast Family Trust
Bought by
Gene Anthony Smith Living Trust
Seller's Agent
Keven Stirdivant
Kase Real Estate
Buyer's Agent
Albert Hanna
Alt Financial Network Inc
List Price
$4,295,000
Sold Price
$4,450,000
Premium/Discount to List
$155,000
3.61%
Views
82
Current Estimated Value
$5,330,852

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$880,852
Avg. Annual Appreciation
8.72%
Original Mortgage
$3,000,000
Outstanding Balance
$2,920,714
Interest Rate
5.25%
Mortgage Type
FHA
Estimated Equity
$2,410,138

Purchase Details

Listed on
Sep 12, 2019
Closed on
Oct 28, 2019
Sold by
Matzner Bruce D and Matzner Dianne
Bought by
Pendergrast Sumter and Pendergrast Chi Lin
Seller's Agent
Jon Flagg
Pacific Sotheby's Int'l Realty
Buyer's Agent
Jon Flagg
Pacific Sotheby's Int'l Realty
List Price
$3,095,000
Sold Price
$2,950,000
Premium/Discount to List
-$145,000
-4.68%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.43%
Original Mortgage
$2,065,000
Interest Rate
4.75%

Purchase Details

Closed on
May 27, 2016
Sold by
Matzner Bruce D and Matzner Dianne
Bought by
Bruce & Dianne Matzner Living Trust

Purchase Details

Closed on
Sep 19, 2011
Sold by
Matzner Bruce D and Matzner Dianne
Bought by
Matzner Bruce D and Matzner Dianne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$729,750
Interest Rate
4.09%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 2, 2010
Sold by
Sager Daniel D
Bought by
Matzner Bruce and Matzner Dianne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$270,250
Interest Rate
4.62%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Nov 16, 2005
Sold by
Cullen Jeffrey R
Bought by
Sager Daniel D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,880,000
Interest Rate
6.2%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 6, 2001
Sold by
Tsa Ii Llc
Bought by
Cullen Jeffrey R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,200,000
Interest Rate
7%

Purchase Details

Closed on
Jun 6, 2001
Sold by
Forgey Duncan Phillips and Forgey Madelyn Stetson
Bought by
Forgey Duncan Phillips

Purchase Details

Closed on
Mar 24, 2000
Sold by
Carney Joann
Bought by
Carney Craig

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,020,484
Interest Rate
8.34%
Mortgage Type
Construction

Purchase Details

Closed on
Feb 2, 2000
Sold by
Kosberg Jerry
Bought by
Forgey Duncan Phillips and Forgey Madelynn Stetson

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,020,484
Interest Rate
8.34%
Mortgage Type
Construction

Purchase Details

Closed on
Sep 8, 1999
Sold by
Marshall Frank W
Bought by
Kosberg Jerry and Hergott Alan S
Source: Public Records

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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 $4,450,000 Chicago Title
Warranty Deed $2,950,000 Chicago Title Company
Interfamily Deed Transfer -- None Available
Interfamily Deed Transfer -- None Available
Interfamily Deed Transfer -- Fidelity National Title Co
Grant Deed $1,650,000 California Title Co
Grant Deed $2,350,000 First Southwestern Title Co
Grant Deed $1,500,000 Chicago Title Co
Grant Deed -- Chicago Title Co
Interfamily Deed Transfer -- Chicago Title Co
Interfamily Deed Transfer -- Chicago Title Co
Grant Deed -- Chicago Title Co
Quit Claim Deed -- --
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $3,000,000 FHA
Previous Owner $2,800,000 New Conventional
Previous Owner $2,065,000 No Value Available
Previous Owner $977,000 Adjustable Rate Mortgage/ARM
Previous Owner $729,750 New Conventional
Previous Owner $270,250 Credit Line Revolving
Previous Owner $729,750 New Conventional
Previous Owner $1,900,000 Negative Amortization
Previous Owner $250,000 Credit Line Revolving
Previous Owner $1,880,000 Purchase Money Mortgage
Previous Owner $29,000 Credit Line Revolving
Previous Owner $1,181,000 Unknown
Previous Owner $1,200,000 No Value Available
Previous Owner $1,020,484 Construction
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/06/2023 06/06/23 Sold $4,450,000 +3.6% $1,472 / Sq Ft
05/04/2023 05/04/23 Pending -- -- --
04/19/2023 04/19/23 For Sale $4,295,000 +45.6% $1,420 / Sq Ft
12/02/2019 12/02/19 Sold $2,950,000 -4.7% $976 / Sq Ft
09/12/2019 09/12/19 For Sale $3,095,000 -- $1,023 / Sq Ft
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 $48,153 $4,539,000 $3,876,419 $662,581
2023 $32,888 $3,100,976 $2,483,371 $617,605
2022 $32,344 $3,040,173 $2,434,677 $605,496
2021 $31,724 $2,980,562 $2,386,938 $593,624
2020 $31,419 $2,950,000 $2,362,462 $587,538
2019 $20,209 $1,895,029 $1,321,521 $573,508
2018 $19,806 $1,857,872 $1,295,609 $562,263
2017 $19,454 $1,821,444 $1,270,205 $551,239
2016 $19,016 $1,785,730 $1,245,299 $540,431
2015 $18,836 $1,758,907 $1,226,593 $532,314
2014 $18,391 $1,724,453 $1,202,566 $521,887
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP19217710

California Regional Multiple Listing Service (CRMLS)

APN: 423-262-09