NOT LISTED FOR SALE

Estimated Value: $2,241,000 - $2,314,000

4 Beds
3.5 Baths
2,855 Sq Ft
$797/Sq Ft Est. Value

Last Sold May 04, 2016

Last sale price $1,249,000 $437 Per Sq Ft

Est. 82% increase in value since last sale

Current estimated payment $14,330/month

1 Day on Market

Highlights

  • Ocean View
  • Private Pool
  • Updated Kitchen
  • Marblehead Elementary School Rated A-
  • Gated Community
  • Open Floorplan

About This Home

As of May 2016

Step into panoramic ocean views in the prestigious gated community of The Reserve South. This gorgeous home boasts four bedrooms, four baths plus a spacious loft. Each room is elegantly appointed with attention to detail. This home is an entertainer's dream creating a perfect blend of indoor and outdoor living. Quality and exquisite details are found throughout this masterpiece, including gourmet kitchen with stunning oversized granite center island and countertops, gorgeous cabinets with hardware, and butler's pantry with custom wine rack. Other fine amenities include beautiful tile flooring, built-in entertainment center, plantation shutters, surround sound, fireplace and 3-car tandem garage. Experience brilliant sunset & San Clemente Island views from this entertainer's backyard with an outdoor living area primed for year-round enjoyment thanks to built-in heaters, custom Viking BBQ with mini fridge, and a Kegerator. Enjoy breathtaking ocean views from expansive custom balcony off master bedroom, and end your day soaking in the above-ground Hot Springs hot tub, and relaxing around custom-built stone fire pit with seating area. Close to community clubhouse, swimming pools, spa and sports field, and only minutes away from world-class beaches.

Last Agent to Sell the Property

Brad Trager

Surterre Properties Inc License #01439675 Listed on: 03/03/2016

Surterre Properties Inc

Last Buyer's Agent

NoEmail NoEmail

NONMEMBER MRML

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $15,705

Year Built

  • Built in 2003

Lot Details

  • 4,366 Sq Ft Lot
  • Cul-De-Sac
  • Wrought Iron Fence
  • Block Wall Fence
  • Paved or Partially Paved Lot
  • Back and Front Yard

HOA Fees

  • $250 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage
  • Tandem Parking
  • Single Garage Door
  • Driveway

Property Views

  • Ocean
  • Panoramic
  • Canyon
  • Hills

Interior Spaces

  • 2,855 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Built-In Features
  • High Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Plantation Shutters
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room
  • Dining Room
  • Loft

Kitchen

  • Updated Kitchen
  • Eat-In Kitchen
  • Breakfast Bar
  • Built-In Range
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Retreat
  • All Upper Level Bedrooms
  • Walk-In Closet
  • Jack-and-Jill Bathroom

Laundry

  • Laundry Room
  • Laundry on upper level

Home Security

  • Carbon Monoxide Detectors
  • Fire Sprinkler System

Pool

  • Private Pool
  • Above Ground Spa

Outdoor Features

  • Balcony
  • Deck
  • Patio
  • Exterior Lighting
  • Rain Gutters

Location

  • Property is near a clubhouse

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Paid

Listing and Financial Details

  • Tax Lot 53
  • Tax Tract Number 16211
  • Assessor Parcel Number 67926133

Community Details

Overview

  • Built by Shea Homes

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill

Recreation

  • Community Playground
  • Community Pool
  • Community Spa
  • Hiking Trails

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$15,705

Year Built

Built in 2003

Lot Details

0

HOA Fees

$250 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Inclusions: Hot Springs above ground hot tub, downstairs Panasonic TV
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s), Fire Sprinkler System, Gated Community
  • Subdivision Name Other: Reserve South (RESS)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67926133
  • Year Built: 2003
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2855.00
  • Interior Amenities: Built-in Features, Balcony, Ceiling Fan(s), Granite Counters, High Ceilings, Open Floorplan, Recessed Lighting, Tandem
  • Stories: 2
  • Entry Location: Ground Level With Steps
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, Dining Room, In Kitchen
  • Fireplace Features: Family Room
  • Levels: Two
  • Price Per Square Foot: 437.48
  • Room Type: All Bedrooms Up, Jack & Jill, Loft, Living Room, Master Bedroom, Walk-In Closet, Retreat
  • Spa Features: Above Ground
  • Window Features: Plantation Shutters
  • Room Kitchen Features: Kitchen Island, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Exterior Features: Lighting, Rain Gutters
  • View: Canyon, Hills, Ocean, Panoramic
  • Fence: Yes
  • Fencing: Block, Wrought Iron
  • Builder Name: Shea Homes
  • Patio And Porch Features: Deck, Patio
  • Pool Features: Association
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Garage Faces Front, Direct Garage Access, Garage, Garage - Single Door
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Built-In Range, Dishwasher, Disposal, Gas Range, Gas Cooktop, Microwave
  • Heating Type: Forced Air, Fireplace(s)
  • Laundry Features: Inside, Individual Room, Upper Level
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Hiking Trails, Outdoor Cooking Area, Playground, Pool, Spa/Hot Tub
  • Association Fee: 250.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Curbs, Gutters, Sidewalks

Schools

  • School District: Capistrano Unified

Lot Info

  • Lot Features: Back Yard, Cul-De-Sac, Close to Clubhouse, Front Yard, Paved
  • Lot Size Sq Ft: 4366.00
  • Price Per Lot Square Foot: 286.07
  • Lot Size Acres: 0.1000

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4366.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 53
  • Tax Tract Number: 16211

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 15, 2021
Sold by
Garrett Jerra Lee and The Jerra Lee Garrett Revocabl
Bought by
Garrett Jerra Lee and The Jerra Lee Garrett Revocabl
Total Days on Market
1
Current Estimated Value
$2,275,150

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$897,038
Outstanding Balance
$819,818
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$1,455,332

Purchase Details

Listed on
Mar 3, 2016
Closed on
Mar 10, 2016
Sold by
Lloyd Karl and Lloyd Lynn
Bought by
Morris Jerra Lee and The Jerra Lee Morris Revocable Trust
Seller's Agent
Brad Trager
Surterre Properties Inc
Buyer's Agent
NoEmail NoEmail
NONMEMBER MRML
List Price
$1,249,000
Sold Price
$1,249,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.82%
Original Mortgage
$998,000
Interest Rate
3.25%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Jan 17, 2013
Sold by
Lloyd Karl A and Lloyd Lynn A
Bought by
Lloyd Karl and Lloyd Lynn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$505,300
Interest Rate
3.53%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 11, 2011
Sold by
Lloyd Karl A and Lloyd Lynn A
Bought by
Lloyd Karl and Lloyd Lynn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$520,000
Interest Rate
4.06%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 7, 2010
Sold by
Lloyd Karl A and Lloyd Lynn A
Bought by
Lloyd Karl and Lloyd Lynn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$531,000
Interest Rate
4.92%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 9, 2009
Sold by
Lloyd Karl and Lloyd Lynn
Bought by
Lloyd Karl and Lloyd Lynn
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 Buyer Sale Price Title Company
Garrett Jerra Lee -- Orange Coast Title
Morris Jerra Lee $1,249,000 First American Title Company
Lloyd Karl -- First American Title Company
Lloyd Karl A -- First American Title Company
Lloyd Karl -- Accommodation
Lloyd Karl A -- Orange Coast Title
Lloyd Karl -- Accommodation
Lloyd Karl A -- Orange Coast Title
Lloyd Karl -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Garrett Jerra Lee $897,038
Previous Owner Morris Jerra Lee $998,000
Previous Owner Lloyd Karl A $505,300
Previous Owner Lloyd Karl A $520,000
Previous Owner Lloyd Karl A $531,000
Previous Owner Lloyd Lynn A $50,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/04/2016 05/04/16 Sold $1,249,000 0.0% $437 / Sq Ft
03/04/2016 03/04/16 Pending -- -- --
03/03/2016 03/03/16 For Sale $1,249,000 -- $437 / 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 $15,705 $1,449,568 $974,390 $475,178
2023 $15,395 $1,421,146 $955,285 $465,861
2022 $15,118 $1,393,281 $936,554 $456,727
2021 $14,848 $1,365,962 $918,190 $447,772
2020 $14,712 $1,351,956 $908,775 $443,181
2019 $14,443 $1,325,448 $890,956 $434,492
2018 $14,191 $1,299,459 $873,486 $425,973
2017 $13,932 $1,273,980 $856,359 $417,621
2016 $9,925 $877,654 $464,710 $412,944
2015 $9,998 $864,471 $457,729 $406,742
2014 $9,830 $847,538 $448,763 $398,775
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC16044521

California Regional Multiple Listing Service (CRMLS)

APN: 679-261-33