NOT LISTED FOR SALE

Estimated Value: $697,404 - $772,000

3 Beds
2 Baths
1,143 Sq Ft
$342/mo HOA Fee

Last Sold June 27, 2016

Last sale price $414,500 $363 Per Sq Ft

Est. 76% increase in value since last sale

Current estimated payment $4,589/month

125 Days on Market

Highlights

  • In Ground Pool
  • Mountain View
  • Main Floor Primary Bedroom
  • Trabuco Mesa Elementary School Rated A
  • Deck
  • High Ceiling

About This Home

As of June 2016

This charming home has previously been remodeled. Bright kitchen has white cabinets with granite counter tops, skylight and newer appliances. Breakfast bar opens into the dining area. The main floor balcony can be accessed from both the living room and through the French doors in the master bedroom. Master bedroom has two closets, double sinks and a large linen closet. Enjoy the comfortable living room that includes a fireplace and custom built-in bookcase. Second bedroom is on the main floor with a full bath across the hall. Bathrooms have newer low flow toilets. This model has a loft that has been converted into an enclosed third bedroom with a closet. It has a large second balcony just off the bedroom. Main floor laundry closet fits a stackable washer and dryer. This condo has a two car garage. Upper end unit with spectacular unobstructed Saddleback Mountain views. This home is located in the heart of RSM. Walk one block to the lake. Enjoy the summer concerts. Conveniently located close to shopping,Target, Trader Joes, movie theaters and the toll road. It's a great home, very comfortable and well maintained.

Last Agent to Sell the Property

Brenda Rome

First Team Real Estate License #01357535 Listed on: 01/09/2016

Last Buyer's Agent

Robert Thurman

Saddleback Realty Associates License #01281280

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $5,037

Year Built

  • Built in 1989

HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Side Facing Garage

Property Views

  • Mountain
  • Park or Greenbelt

Home Design

  • Turnkey

Interior Spaces

  • 1,143 Sq Ft Home
  • 2-Story Property
  • High Ceiling
  • Ceiling Fan
  • Blinds
  • Entryway
  • Living Room with Fireplace
  • Dining Room
  • Laundry Room

Kitchen

  • Breakfast Bar
  • Gas Range
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom on Main
  • 2 Full Bathrooms

Pool

  • In Ground Pool
  • In Ground Spa
  • Fence Around Pool

Outdoor Features

  • Living Room Balcony
  • Deck
  • Patio
  • Exterior Lighting

Additional Features

  • 1 Common Wall
  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 7
  • Tax Tract Number 13060
  • Assessor Parcel Number 93195634

Community Details

Overview

  • 170 Units
  • Villa Cresta
  • Foothills
  • Greenbelt

Recreation

  • Community Pool
  • Community Spa
  • Hiking Trails
  • Bike Trail

Property Details

Home Type

Condominium

Est. Annual Taxes

$5,037

Year Built

Built in 1989

Lot Details

0

HOA Fees

$342 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: Yes
  • Subdivision Name Other: Brisa del Lago II (BDII)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93195634
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1143.00
  • Interior Amenities: Balcony, Ceiling Fan(s), Granite Counters, High Ceilings, Living Room Balcony
  • Stories: 2
  • Entry Location: Mid Level,Living Room
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Fireplace Features: Living Room
  • Levels: Two
  • Price Per Square Foot: 362.64
  • Room Type: Entry, Main Floor Master Bedroom
  • Spa Features: In Ground, Private
  • Window Features: Blinds

Exterior Features

  • Patio: Yes
  • View: Mountain(s), Park/Greenbelt
  • Patio And Porch Features: Deck
  • Pool Features: Association, Community, Fenced, In Ground
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 1
  • Parking: Yes
  • Parking Features: Garage, Garage Faces Side
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Range, Microwave
  • Heating Type: Central
  • Laundry Features: In Closet, Inside
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Biking Trails, Hiking Trails, Pool, Spa/Hot Tub
  • Association Fee: 287.00
  • Association #2 Fee: 55.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Foothills, Sidewalks, Street Lights

Schools

  • School District: Saddleback Valley Unified

Lot Info

  • Land Lease: No
  • Lot Features: Greenbelt

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 170
  • Number Of Units Total: 170

Tax Info

  • Tax Lot: 7
  • Tax Tract Number: 13060

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 9, 2016
Closed on
Jun 7, 2016
Sold by
Carpenter Vickey
Bought by
Carpenter Edward G
Seller's Agent
Brenda Rome
First Team Real Estate
Buyer's Agent
Robert Thurman
Saddleback Realty Associates
List Price
$424,500
Sold Price
$414,500
Premium/Discount to List
-$10,000
-2.36%
Current Estimated Value
$729,851

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$315,351
Avg. Annual Appreciation
6.24%
Original Mortgage
$331,600
Outstanding Balance
$263,200
Interest Rate
3.57%
Mortgage Type
New Conventional
Estimated Equity
$466,651

Purchase Details

Listed on
Jan 9, 2016
Closed on
May 17, 2016
Sold by
Megill Betty J
Bought by
Carpenter Edward G and Blade Shannun Danyel
Seller's Agent
Brenda Rome
First Team Real Estate
Buyer's Agent
Robert Thurman
Saddleback Realty Associates
List Price
$424,500
Sold Price
$414,500
Premium/Discount to List
-$10,000
-2.36%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$331,600
Outstanding Balance
$263,200
Interest Rate
3.57%
Mortgage Type
New Conventional
Estimated Equity
$466,651

Purchase Details

Closed on
Dec 16, 2011
Sold by
Lambert Stan and Lambert Ildiko
Bought by
Megill Betty J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$208,000
Interest Rate
3.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 18, 2011
Sold by
Rutter Joseph M
Bought by
Lambert Stan and Lambert Ildiko

Purchase Details

Closed on
Aug 8, 2011
Sold by
Hsbc Mortgage Corporation Usa
Bought by
Rutter Joseph M

Purchase Details

Closed on
Feb 3, 2011
Sold by
Bunch Chadwick and Bunch Jamie
Bought by
Hsbc Mortgage Corporation Usa

Purchase Details

Closed on
Apr 30, 2004
Sold by
Shah Sandeep
Bought by
Bunch Chadwick and Bunch Jaime

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$333,700
Interest Rate
5.75%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 28, 2003
Sold by
Shah Sandeep
Bought by
Shah Sandeep J

Purchase Details

Closed on
Jan 25, 2002
Sold by
Jordan Timothy C and Jordan Michele L
Bought by
Shah Sandeep J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$208,500
Interest Rate
6.84%
Mortgage Type
FHA

Purchase Details

Closed on
Oct 18, 1997
Sold by
Timothy Jordan and Timothy Michele
Bought by
Jordan Timothy C and Jordan Michele Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$20,500
Interest Rate
7.49%

Purchase Details

Closed on
Jan 20, 1995
Sold by
Federal Home Loan Mortgage Corporation
Bought by
Lee Jordan Timothy G and Lee Jordan Michele

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$109,800
Interest Rate
7%

Purchase Details

Closed on
Sep 16, 1994
Sold by
Federal Home Loan Mortgage Corporation
Bought by
Federal Home Loan Mortgage Corporation
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
Carpenter Edward G -- Fidelity National Title
Carpenter Edward G $414,500 Fidelity National Title
Megill Betty J $260,000 First American Title
Lambert Stan $217,500 None Available
Rutter Joseph M $217,500 None Available
Hsbc Mortgage Corporation Usa $249,102 Accommodation
Bunch Chadwick $435,000 Commerce Title
Shah Sandeep J -- North American Title Co
Shah Sandeep -- North American Title Co
Shah Sandeep J $215,000 First American Title Co
Jordan Timothy C -- Chicago Title Insurance Co
Lee Jordan Timothy G $122,000 North American Title
Federal Home Loan Mortgage Corporation $120,000 Benefit Land Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Carpenter Edward G $331,600
Previous Owner Megill Betty J $208,000
Previous Owner Bunch Chadwick $333,700
Previous Owner Shah Sandeep J $208,500
Previous Owner Jordan Timothy C $20,500
Previous Owner Lee Jordan Timothy G $109,800
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
06/27/2016 06/27/16 Sold $414,500 -2.4% $363 / Sq Ft
05/13/2016 05/13/16 Pending -- -- --
01/09/2016 01/09/16 For Sale $424,500 +63.3% $371 / Sq Ft
05/09/2012 05/09/12 Sold $260,000 -1.8% $217 / Sq Ft View Prior Sale
03/08/2012 03/08/12 Price Changed $264,900 0.0% $221 / Sq Ft
01/09/2012 01/09/12 Pending -- -- --
11/19/2011 11/19/11 For Sale $264,900 +1.9% $221 / Sq Ft
11/15/2011 11/15/11 Off Market $260,000 -- --
11/15/2011 11/15/11 For Sale $264,900 +1.9% $221 / Sq Ft
11/02/2011 11/02/11 Off Market $260,000 -- --
10/21/2011 10/21/11 For Sale $264,900 -- $221 / 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 $5,037 $490,680 $367,286 $123,394
2024 $5,037 $481,059 $360,084 $120,975
2023 $4,923 $471,627 $353,024 $118,603
2022 $4,840 $462,380 $346,102 $116,278
2021 $4,303 $453,314 $339,315 $113,999
2020 $4,714 $448,666 $335,835 $112,831
2019 $5,300 $439,869 $329,250 $110,619
2018 $5,224 $431,245 $322,795 $108,450
2017 $5,300 $422,790 $316,466 $106,324
2016 $3,678 $275,869 $166,982 $108,887
2015 $3,777 $271,726 $164,474 $107,252
2014 $3,707 $266,404 $161,252 $105,152
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC16005097

California Regional Multiple Listing Service (CRMLS)

APN: 931-956-34