NOT LISTED FOR SALE

Estimated Value: $5,963,000 - $6,989,000

4 Beds
4.5 Baths
4,500 Sq Ft
$1,410/Sq Ft Est. Value

Last Sold March 14, 2015

Last sale price $3,050,000 $678 Per Sq Ft

Est. 108% increase in value since last sale

Current estimated payment $37,780/month

1 Day on Market

Highlights

  • Wine Cellar
  • Projection Room
  • Primary Bedroom Suite
  • Corona del Mar Middle and High School Rated A
  • Private Pool
  • Open Floorplan

About This Home

As of March 2015

This stunning custom 4500 sq. ft. Cape Cod style home is a treasure located in the highly coveted Port Streets
neighborhood. Built with great attention to detail by Grady O Grady in 2008, it exudes elegance and style. Rich wood
flooring, vintage wood beam and coiffeur ceilings, custom lighting and superior millwork run throughout the home.
The unique open floor plan offers a large state of the art chefs kitchen built with Carrera marble counter tops, top of
the line appliances, separate dining and wood paneled game room with a wet bar and wine cellar. Upstairs you will
find 4 spacious en suite bedrooms, plus a bonus room easily converted to a 5th bedroom or office. Beautiful French
doors line the rear of the home swinging open to the backyard kitchen and comfortable alfresco entertaining area.
Other features include, full security system, $130,000 audiovisual wiring, smart home capabilities and dual air. 1707
Port Charles home rests on a 7700 sq. foot cul de sac lot moments away from the award winning Andersen Elementary
School, newly remodeled community resort like pool and club house, Fashion Island, beaches, and the John Wayne
Airport. This home is turnkey and a pleasure to view.

Last Agent to Sell the Property

Rebecca Anderson

Surterre Properties Inc. License #01913892 Listed on: 01/12/2015

Surterre Properties Inc.

Last Buyer's Agent

Heather Hosto

Pacific Sotheby's Int'l Realty License #01335400

Pacific Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $38,134

Year Built

  • Built in 2008

Lot Details

  • 7,700 Sq Ft Lot
  • Lot Dimensions are 70 x 110
  • Wood Fence
  • Front and Back Yard Sprinklers

HOA Fees

  • $100 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Storage or Cabinetry
  • Parking Available
  • Driveway

Home Design

  • Cape Cod Architecture
  • Turnkey
  • Wood Product Walls
  • Composition Roof

Interior Spaces

  • 4,500 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wet Bar
  • Wired For Sound
  • Wired For Data
  • Built-In Features
  • Crown Molding
  • Wainscoting
  • Beamed Ceilings
  • Coffered Ceiling
  • Ceiling Fan
  • Plantation Shutters
  • Custom Window Coverings
  • Blinds
  • Wine Cellar
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Projection Room
  • Bonus Room
  • Storage
  • Laundry Room
  • Wood Flooring

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Breakfast Bar
  • Walk-In Pantry
  • Built-In Range
  • Dishwasher
  • Kitchen Island
  • Stone Countertops

Bedrooms and Bathrooms

  • 4 Bedrooms
  • All Upper Level Bedrooms
  • Primary Bedroom Suite

Home Security

  • Alarm System
  • Smart Home
  • Fire and Smoke Detector

Eco-Friendly Details

  • Solar Water Heater

Outdoor Features

  • Private Pool
  • Exterior Lighting
  • Outdoor Grill

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 20
  • Tax Tract Number 6622
  • Assessor Parcel Number 45812114

Community Details

Overview

  • Harbor View Homes Association

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Meeting Room
  • Recreation Room

Recreation

  • Community Pool

Home Details

Home Type

Single Family

Est. Annual Taxes

$38,134

Year Built

Built in 2008

Lot Details

0

HOA Fees

$100 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Security: Smoke Detector(s), Security System, Wired for Alarm System
  • Subdivision Name Other: Harbor View Homes (HVHM)
  • View: No
  • Architectural Style: Cape Cod
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 45812114
  • Year Built: 2008
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4500.00
  • Interior Amenities: Beamed Ceilings, Built-in Features, Ceiling Fan(s), Coffered Ceiling(s), Crown Molding, Wired for Data, Home Automation System, Open Floorplan, Storage, Stone Counters, Wired for Sound, Wainscoting, Wet Bar, Wood Product Walls
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Dining Room, In Kitchen
  • Fireplace Features: Living Room
  • Levels: Two
  • Price Per Square Foot: 677.78
  • Room Type: All Bedrooms Up, Bonus Room, Family Room, Living Room, Master Suite, Walk-In Pantry, Projection, Separate Family Room, Wine Cellar
  • Window Features: Blinds, Custom Covering, Plantation Shutters
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Fence: Yes
  • Fencing: Wood
  • Pool Features: Association
  • Pool Private: Yes
  • Roof: Composition

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Driveway, Garage, Built-In Storage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Barbecue, Built-In Range, Dishwasher, Gas & Electric Range, Solar Hot Water
  • Heating Type: Forced Air
  • Laundry Features: Individual Room
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Meeting Room, Outdoor Cooking Area, Pool, Recreation Room
  • Association Fee: 100.00
  • Association Fee Frequency: Monthly
  • Association Name: Harbor View Homes
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Lot Features: Sprinklers In Front, Sprinklers In Rear
  • Lot Size: 70 x 110
  • Lot Size Sq Ft: 7700.00
  • Lot Size Acres: 0.1770

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7700.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 20
  • Tax Tract Number: 6622

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Nov 7, 2014
Sold by
Underwood Jeffrey V and Underwood Mary K
Bought by
The Pk Carlton Trust
Current Estimated Value
$6,344,441

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,999,999
Interest Rate
3.61%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 24, 2009
Sold by
Schimmelpfennig Joseph and Schimmelpfennig Vanessa R
Bought by
Underwood Jeffrey and Underwood Mary K

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$200,000
Interest Rate
5.37%
Mortgage Type
Unknown

Purchase Details

Closed on
Nov 4, 2005
Sold by
Schimmelpfennig Joseph and Schimmelpfennig Vanessa R
Bought by
Schimmelpfennig Joseph and Schimmelpfennig Vanessa R

Purchase Details

Closed on
Oct 9, 2003
Sold by
Schimmelpfennig Vanessa
Bought by
Schimmelpfennig Joseph

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.4%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Sep 11, 2003
Sold by
Schimmelpfennig Joseph
Bought by
Schimmelpfennig Joseph and Schimmelpfennig Vanessa

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.4%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 28, 2003
Sold by
Wagner Charles A
Bought by
Schimmelpfennig Joseph

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.4%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 30, 2003
Sold by
Wagner Charles A
Bought by
Wagner Ii Charles A and The 2000 Cdw Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.4%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jun 15, 2000
Sold by
Wagner Charles A 2Nd
Bought by
Wagner Ii Charles A and Wagner Donna H
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
The Pk Carlton Trust $3,050,000 None Available
Underwood Jeffrey -- Ticor Title
Schimmelpfennig Joseph -- --
Schimmelpfennig Joseph -- --
Schimmelpfennig Joseph -- Equity Title Company
Schimmelpfennig Joseph -- --
Schimmelpfennig Joseph $1,050,000 Equity Title Company
Wagner Ii Charles A -- --
Wagner Ii Charles A -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Carlton Peter Weldon $1,500,000
Closed Carlton Peter Weldon $1,742,000
Previous Owner The Pk Carlton Trust $1,999,999
Previous Owner Underwood Jeffrey $1,870,000
Previous Owner Underwood Jeffrey $200,000
Previous Owner Underwood Jeffrey $1,857,140
Previous Owner Schimmelpfennig Joseph $250,000
Previous Owner Schimmelpfennig Joseph $2,000,000
Previous Owner Schimmelpfennig Joseph $250,000
Previous Owner Schimmelpfennig Joseph $1,099,700
Previous Owner Schimmelpfennig Joseph $160,000
Previous Owner Schimmelpfennig Joseph P $937,500
Previous Owner Schimmelpfennig Joseph $650,000
Closed Schimmelpfennig Joseph $295,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/14/2015 03/14/15 Sold $3,050,000 -4.5% $678 / Sq Ft
01/13/2015 01/13/15 Pending -- -- --
01/12/2015 01/12/15 Price Changed $3,195,000 -18.4% $710 / Sq Ft
01/12/2015 01/12/15 For Sale $3,915,000 -- $870 / 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 $38,134 $3,665,639 $2,375,785 $1,289,854
2024 $38,134 $3,593,764 $2,329,201 $1,264,563
2023 $37,241 $3,523,299 $2,283,531 $1,239,768
2022 $36,625 $3,454,215 $2,238,756 $1,215,459
2021 $35,921 $3,386,486 $2,194,859 $1,191,627
2020 $35,576 $3,351,762 $2,172,353 $1,179,409
2019 $34,833 $3,286,042 $2,129,758 $1,156,284
2018 $34,136 $3,221,610 $2,087,998 $1,133,612
2017 $33,531 $3,158,442 $2,047,057 $1,111,385
2016 $32,774 $3,096,512 $2,006,918 $1,089,594
2015 $32,736 $3,068,660 $1,976,399 $1,092,261
2014 $31,964 $3,008,550 $1,937,684 $1,070,866
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP15006802

California Regional Multiple Listing Service (CRMLS)

APN: 458-121-14