NOT LISTED FOR SALE

Estimated Value: $1,978,000 - $2,107,000

6 Beds
4.5 Baths
3,968 Sq Ft
$517/Sq Ft Est. Value

Last Sold March 16, 2023

Last sale price $1,625,000 $410 Per Sq Ft

Est. 26% increase in value since last sale

Current estimated payment $13,260/month

16 Days on Market

Highlights

  • Boathouse
  • Cabana
  • Lake View
  • Grossmont High School Rated A
  • Gated Community
  • Updated Kitchen

About This Home

As of March 2023

Glamour by the Lake! Located in Lake Helix - an upscale, private, gated community of only 29 homes surrounding a picturesque lake in Mount Helix - this spacious beauty features a recent $400,000 remodel, stunning kitchen and baths, luxury master suite and library/office on the main floor and four bedrooms and two full baths upstairs. The backyard is a one-of-a-kind tropical oasis featuring complete privacy, gorgeous pool, spa, waterfalls, lush palms, cabana with bathroom and Tiki outdoor bar that would make Trader Vic's jealous!

Last Agent to Sell the Property

Laura Lothian

eXp Realty of Southern California, Inc. License #01362585 Listed on: 01/28/2023

eXp Realty of Southern California, Inc.

Last Buyer's Agent

Frank Carpenter

Frank Carpenter Real Estate License #01782557

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $20,973

Year Built

  • Built in 1978

Lot Details

  • 0.4 Acre Lot
  • Private Streets
  • Gated Home
  • Property is Fully Fenced
  • Level Lot
  • Private Yard

HOA Fees

  • $631 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Garage Door Opener
  • Driveway

Property Views

  • Lake
  • Park or Greenbelt

Home Design

  • Turnkey
  • Clay Roof
  • Stucco Exterior

Interior Spaces

  • 3,968 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wired For Data
  • Recessed Lighting
  • Family Room with Fireplace
  • 4 Fireplaces
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Area
  • Home Office
  • Library
  • Utility Room

Kitchen

  • Updated Kitchen
  • Walk-In Pantry
  • Gas Oven
  • Gas Cooktop
  • Stove
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 6 Bedrooms
  • Retreat
  • Primary Bedroom on Main
  • Multi-Level Bedroom
  • Walk-In Closet
  • Jack-and-Jill Bathroom
  • Bathtub
  • Shower Only

Laundry

  • Laundry Room
  • Laundry on upper level
  • Dryer
  • Washer

Pool

  • Cabana
  • Pool and Spa
  • In Ground Pool
  • In Ground Spa
  • Pool Equipment or Cover

Outdoor Features

  • Deck
  • Slab Porch or Patio
  • Outdoor Fireplace
  • Outdoor Grill

Utilities

  • Natural Gas Connected
  • Separate Water Meter
  • Gas Water Heater
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 496-410-14-00

Community Details

Overview

  • Association fees include common area maintenance, exterior (landscaping), gated community, limited insurance, trash pickup
  • Castle Breckenbridge Association, Phone Number (619) 697-3191

Recreation

  • Boathouse
  • Boat Dock
  • Pier or Dock
  • Tennis Courts
  • Sport Court
  • Jogging Track
  • Trails

Additional Features

  • Picnic Area
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$20,973

Year Built

Built in 1978

Lot Details

0

HOA Fees

$631 per month

Parking

3

Listing Details

  • Class: RESIDENTIAL
  • Sub Category: Detached
  • Residential Styles: Detached
  • Property Condition: Turnkey
  • Market Area: East County
  • Cross Street: Lemon Avenue
  • Neighborhood: Mount Helix/Lake Helix
  • Estimated Living Space: 3,000 to 3,999 SqFt
  • LP / Sq Ft: 428.18
  • Price Per Sq Ft: 409.53
  • SP/ Sq Ft: 409.53
  • Stories: 2 Story
  • Ownership: Fee Simple
  • Total Stories: 2
  • Year Built: 1978
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Interior Amenities: Bathtub, Kitchen Island, Open Floor Plan, Pantry, Recessed Lighting, Remodeled Kitchen, Shower, Kitchen Open To Family Rm
  • Flooring: Carpet, Tile, Wood
  • Equipment Available: Dishwasher, Disposal, Dryer, Garage Door Opener, Microwave, Pool/Spa/Equipment, Refrigerator, Washer, Gas Oven, Gas Stove, Grill, Barbecue, Gas Range, Gas Cooking
  • Fireplaces: 4
  • Fireplace: Fp In Family Room, Fp In Living Room, Patio/Outdoors, Outdoors
  • Searchable Rooms: Bedroom Entry Level, Den, Dining Area, Family Room, Library, Master Retreat, MBR Entry Level, Office, Utility Room, Kitchen, Living Room, Master Bedroom, Family Kitchen, Jack & Jill, Laundry, Master Bathroom, Multi-Level Bedroom, Separate Family Room, Walk-In Closet, Walk-In Pantry
  • Total Bedrooms: 6
  • Bedrooms: 5
  • Master Bedroom Dimensions: 20x16
  • Optional Bedrooms: 1
  • Full Bathrooms: 4
  • Half Bathrooms: 1
  • Laundry Location: Laundry Room, On Upper Level
  • Estimated Sq Ft: 3968
  • Total Bathrooms: 5

Exterior Features

  • Exterior Material: Stucco
  • Fencing: Full, Gate
  • Patio: Deck, Slab, Cabana
  • Pool: Below Ground, Private
  • Roof: Tile/Clay
  • Spa: Private Below Ground, Private w/Pool
  • View: Lake/River, Parklike
  • Exclusive Use Yard: Yes

Garage/Parking

  • Garage Details: Attached
  • Garage Spaces: 3
  • Non Garage Parking: Driveway
  • Garage Spaces: 3
  • Parking Spaces Total: 6

Utilities

  • Cooling: Central Forced Air
  • Laundry Utilities: Electric, Gas
  • Security: Gated Community
  • Sewer/Septic: Sewer Connected
  • Water: Meter on Property
  • Water Heater Type: Gas
  • Heating: Forced Air Unit
  • Heating Fuel: Natural Gas
  • Telecommunications: Wired High Speed Internet
  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected

Condo/Co-op/Association

  • Pets Allowed: Yes
  • Community: MOUNT HELIX
  • Complex Features: Tennis Courts, Biking/Hiking Trails, Gated Community
  • Home Owner Association: Castle Breckenbridge
  • Home Owner Association Fee Includes: Common Area Maintenance, Exterior (Landscaping), Gated Community, Limited Insurance, Trash Pickup
  • Home Owner Association Fee Reflects: Month
  • Home Owner Association Fees: 631.0
  • HOA Payment Frequency: Monthly
  • Home Owner Association Phone: 619-697-3191
  • Association Amenities: Biking Trails, Boathouse, Dock, Jogging Track, Lake Or Pond, Picnic Area, Sport Court, Pier

Fee Information

  • Total Monthly Fees: 631

Lot Info

  • Lot Size: .25 to .5 AC
  • Site: Private Street
  • Topography: Level
  • Assessor Parcel Number: 496-410-14-00
  • Estimated Lot Sq Ft: 17000
  • Estimated Number of Acres: 0.4

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 28, 2023
Closed on
Feb 22, 2023
Sold by
Turplesmith David and Turplesmith Rondi
Bought by
Ackman Family Trust
Seller's Agent
Laura Lothian
eXp Realty of Southern California, Inc.
Buyer's Agent
Frank Carpenter
Frank Carpenter Real Estate
List Price
$1,699,000
Sold Price
$1,625,000
Premium/Discount to List
-$74,000
-4.36%
Views
35
Current Estimated Value
$2,052,433

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$427,433
Avg. Annual Appreciation
9.63%
Original Mortgage
$1,218,750
Outstanding Balance
$1,181,593
Interest Rate
6.09%
Mortgage Type
New Conventional
Estimated Equity
$870,840

Purchase Details

Closed on
Mar 26, 2021
Sold by
Thorp Rondi and Turplesmith David
Bought by
Turplesmith David and Thorp Rondi

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$753,250
Interest Rate
2.8%
Mortgage Type
New Conventional

Purchase Details

Listed on
Nov 18, 2017
Closed on
Feb 8, 2018
Sold by
Klonoff Elizabeth A and The Elizabeth A Klonoff Trust
Bought by
Thorp Rondi and Turplesmith David
Seller's Agent
Michael Thompson
JD Property Management & Realt
Buyer's Agent
Sally Cho
Auspice Real Estate
List Price
$925,000
Sold Price
$900,000
Premium/Discount to List
-$25,000
-2.7%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.54%
Original Mortgage
$819,000
Interest Rate
6.62%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Sep 13, 2012
Sold by
Klonoff Elizabeth A
Bought by
Klonoff Elizabeth A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$546,000
Interest Rate
3.59%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 29, 2010
Sold by
Klonoff Elizabeth A
Bought by
Klonoff Elizabeth A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$100,000
Interest Rate
4.68%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Mar 22, 2010
Sold by
Klonoff Elizabeth A
Bought by
Klonoff Elizabeth A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$570,000
Interest Rate
4.91%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 21, 2005
Sold by
Klonoff Elizabeth Adele
Bought by
Klonoff Elizabeth A

Purchase Details

Closed on
Aug 3, 2005
Sold by
Klonoff Elizabeth Adele and Landrine Hope
Bought by
Klonoff Elizabeth Adele

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$600,000
Interest Rate
5.48%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 17, 2000
Sold by
Baumann Family Trust 02-04-97 and Craig P
Bought by
Klonoff Elizabeth Adele and Landrine Hope

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$456,000
Interest Rate
8.5%

Purchase Details

Closed on
Sep 3, 1997
Sold by
Baumann Craig P and Baumann Suzanne F
Bought by
Baumann Craig P and Baumann Suzanne F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$244,300
Interest Rate
7.58%

Purchase Details

Closed on
Jul 23, 1997
Sold by
Baumann Craig P and Baumann Suzanne F
Bought by
Baumann Craig P and Baumann Suzanne F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$244,300
Interest Rate
7.58%

Purchase Details

Closed on
Jun 6, 1997
Sold by
Royalty Management Corp
Bought by
Baumann Craig P and Baumann Suzanne F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$244,300
Interest Rate
7.58%

Purchase Details

Closed on
Dec 12, 1995
Sold by
Naiman Gary F and Naiman Sharon Wayne
Bought by
Royalty Management Corp
Source: Public Records

Range of Values:

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Average Value
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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
Ackman Family Trust $1,625,000 Stewart Title Of California
Turplesmith David -- Fidelity Natl Ttl San Diego
Thorp Rondi $900,000 First American Title Company
Klonoff Elizabeth A -- Lawyers Title Sd
Klonoff Elizabeth A -- Lawyers Title Sd
Klonoff Elizabeth A -- North American Title Company
Klonoff Elizabeth A -- North American Title Company
Klonoff Elizabeth A -- --
Klonoff Elizabeth Adele -- Lawyers Title San Diego
Klonoff Elizabeth Adele $570,000 Fidelity National Title
Baumann Craig P -- --
Baumann Craig P -- Fidelity National Title
Baumann Craig P $349,000 Fidelity National Title
Royalty Management Corp $25,000 Stewart Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Ackman Family Trust $1,218,750
Previous Owner Turplesmith David $753,250
Previous Owner Thorp Rondi $819,000
Previous Owner Klonoff Elizabeth A $546,000
Previous Owner Klonoff Elizabeth A $570,000
Previous Owner Klonoff Elizabeth Adele $600,000
Previous Owner Klonoff Elizabeth Adele $456,000
Previous Owner Baumann Craig P $244,300
Closed Klonoff Elizabeth Adele $57,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/16/2023 03/16/23 Sold $1,625,000 -4.4% $410 / Sq Ft
02/14/2023 02/14/23 Pending -- -- --
01/28/2023 01/28/23 For Sale $1,699,000 +88.8% $428 / Sq Ft
03/12/2018 03/12/18 Sold $900,000 -2.7% $227 / Sq Ft
02/03/2018 02/03/18 Pending -- -- --
11/18/2017 11/18/17 For Sale $925,000 -- $233 / Sq Ft
Source: San Diego MLS

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 $20,973 $1,711,458 $832,320 $879,138
2024 $20,973 $1,677,900 $816,000 $861,900
2023 $12,590 $964,980 $536,100 $428,880
2022 $12,430 $964,980 $536,100 $428,880
2021 $12,258 $946,060 $525,589 $420,471
2020 $11,904 $936,360 $520,200 $416,160
2019 $11,608 $918,000 $510,000 $408,000
2018 $11,925 $955,000 $393,000 $562,000
2017 $11,647 $935,000 $385,000 $550,000
2016 $11,064 $900,000 $371,000 $529,000
2015 $10,739 $867,000 $358,000 $509,000
2014 $9,729 $786,000 $325,000 $461,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: San Diego MLS

MLS Number: 230001886

San Diego MLS

APN: 496-410-14