NOT LISTED FOR SALE

Estimated Value: $1,512,974 - $1,761,000

5 Beds
2.5 Baths
2,896 Sq Ft
$567/Sq Ft Est. Value

Last Sold April 14, 2020

Last sale price $926,100 $320 Per Sq Ft

Est. 77% increase in value since last sale

Current estimated payment $9,173/month

8 Days on Market

Highlights

  • Private Pool
  • View of Hills
  • 3 Car Attached Garage
  • Chaparral Elementary Rated A+
  • Main Floor Primary Bedroom
  • 2-minute walk to San Pasqual Trails Open Space

About This Home

As of April 2020

Incredible opportunity to own this pool home in highly sought after Rancho Bernardo community with main floor master, loaded with upgrades, new bathrooms, new lighting fixtures, mature landscaping, low tax rate and more! French door entry to grand foyer and sunken formal living room with exposed beams. Upgraded granite kitchen with walk in pantry and center island wide open to the family room with dramatic vaults and fireplace. Main floor laundry and main floor bedroom with back yard access and elegant luxury 5 piece master bath with walk in shower and oval soaking tub. Second floor has 4 spacious bedrooms, and additional granite bathroom. Heated pool/spa, covered patio and new pool equipment. Located near great schools, parks, shopping, and easy freeway access for commuters.

Last Agent to Sell the Property

Goran Forss

Team Forss Realty Group License #01711806 Listed on: 02/25/2020

Co-Listed By

Matt Tibbetts

Team Forss Realty Group License #01911091

Last Buyer's Agent

Marcos Villalobos

VS Real Estate License #01352978

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,501

Year Built

  • Built in 1986

Lot Details

  • 7,257 Sq Ft Lot
  • Level Lot
  • Property is zoned R1

HOA Fees

  • $138 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Property Views

  • Hills
  • Neighborhood

Interior Spaces

  • 2,896 Sq Ft Home
  • 2-Story Property
  • Family Room with Fireplace
  • Laundry Room

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Primary Bedroom on Main

Additional Features

  • Private Pool
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 122
  • Tax Tract Number 9461
  • Assessor Parcel Number 2725901400

Community Details

Overview

  • Montelena Association, Phone Number (858) 576-5556

Security

  • Resident Manager or Management On Site

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,501

Year Built

Built in 1986

Lot Details

0

HOA Fees

$138 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • View: Yes
  • Zoning: R1
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 2725901400
  • Year Built: 1986
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2896.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 319.79
  • Room Type: Main Floor Master Bedroom

Exterior Features

  • View: Hills, Neighborhood
  • Pool Features: Private
  • Pool Private: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Forced Air
  • Laundry Features: Individual Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Management
  • Association Fee: 138.00
  • Association Fee Frequency: Monthly
  • Association Name: Montelena
  • Phone: 858-576-5556
  • Senior Community: No
  • Community Features: Curbs
  • Association Management: .

Schools

  • School District: Poway Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Level with Street
  • Lot Size Sq Ft: 7257.00
  • Lot Size Acres: 0.1666

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7257.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 170.19
  • Tax Lot: 122
  • Tax Tract Number: 9461

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 4, 2020
Sold by
Lomeli Jesse and Lomeli Teresa
Bought by
Lomeli Jesse and Lomeli Teresa
Current Estimated Value
$1,642,494

Purchase Details

Listed on
Feb 25, 2020
Closed on
Mar 17, 2020
Sold by
Yocum Paul D and Yocum Kimberly R
Bought by
Lomeli Jesse and Lomeli Teresa
Seller's Agent
Goran Forss
Team Forss Realty Group
Buyer's Agent
Marcos Villalobos
VS Real Estate
List Price
$925,000
Sold Price
$926,100
Premium/Discount to List
$1,100
0.12%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.02%
Original Mortgage
$360,100
Outstanding Balance
$318,312
Interest Rate
3.4%
Mortgage Type
New Conventional
Estimated Equity
$1,324,182

Purchase Details

Closed on
Oct 24, 2017
Sold by
Geertman Mendez Karen S
Bought by
Yocum Paul D and Yocum Kimberly R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$612,950
Interest Rate
3.94%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 30, 2012
Sold by
Slizgi Karen S and Mendez Edward
Bought by
Geertman Mendez Karen S

Purchase Details

Closed on
May 11, 2004
Sold by
Slizgi Gary R
Bought by
Slizgi Karen S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$292,000
Interest Rate
4.75%
Mortgage Type
Unknown

Purchase Details

Closed on
Apr 4, 2003
Sold by
Slizgi Gary R
Bought by
Slizgi Karen S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$291,000
Interest Rate
5.73%
Mortgage Type
Balloon

Purchase Details

Closed on
May 21, 2001
Sold by
Slizgi Karen S
Bought by
Slizgi Karen S

Purchase Details

Closed on
Apr 16, 1998
Sold by
Zack Joseph E and Zack Elizabeth M
Bought by
Slizgi Gary R and Slizgi Karen S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
7.17%

Purchase Details

Closed on
Sep 8, 1994
Sold by
Zack Joseph E and Zack Elizabeth Mason
Bought by
Zack Joseph E and Zack Elizabeth Mason

Purchase Details

Closed on
Aug 3, 1993

Purchase Details

Closed on
Jan 15, 1988

Purchase Details

Closed on
Jan 31, 1986
Source: Public Records

Range of Values:

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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
Lomeli Jesse -- None Available
Lomeli Jesse $926,500 Lawyers Title Ie
Yocum Paul D $880,000 Ticor Title Co San Diego
Geertman Mendez Karen S -- Western Resources Title
Slizgi Karen S -- Commonwealth Land Title Co
Slizgi Karen S -- Commonwealth Land Title Co
Slizgi Karen S -- --
Slizgi Gary R $377,500 California Title Company
Zack Joseph E -- --
-- $349,900 --
-- $261,000 --
-- $229,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lomeli Jesse $360,100
Previous Owner Yocum Paul D $612,950
Previous Owner Slizgi Karen S $292,000
Previous Owner Slizgi Karen S $291,000
Previous Owner Slizgi Gary R $300,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
04/14/2020 04/14/20 Sold $926,100 0.0% $320 / Sq Ft
03/04/2020 03/04/20 Pending -- -- --
03/01/2020 03/01/20 Off Market $926,100 -- --
02/25/2020 02/25/20 For Sale $925,000 -- $319 / 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
2025 $3,501 $319,221 $93,531 $225,690
2024 $3,501 $312,963 $91,698 $221,265
2023 $3,425 $306,827 $89,900 $216,927
2022 $3,366 $300,812 $88,138 $212,674
2021 $3,322 $294,914 $86,410 $208,504
2020 $10,408 $915,550 $268,011 $647,539
2019 $10,138 $897,599 $262,756 $634,843
2018 $9,853 $880,000 $257,604 $622,396
2017 $5,794 $519,359 $152,033 $367,326
2016 $5,676 $509,176 $149,052 $360,124
2015 $5,592 $501,529 $146,814 $354,715
2014 $5,461 $491,706 $143,939 $347,767
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: SW20041079

California Regional Multiple Listing Service (CRMLS)

APN: 272-590-14