NOT LISTED FOR SALE

Estimated Value: $1,155,000 - $1,308,000

4 Beds
2.5 Baths
2,109 Sq Ft
$177/mo HOA Fee

Last Sold December 07, 2020

Last sale price $860,000 $408 Per Sq Ft

Est. 42% increase in value since last sale

Current estimated payment $7,623/month

10 Days on Market

Highlights

  • Gunite Pool
  • Clubhouse
  • Loft
  • Melinda Heights Elementary School Rated A-
  • Mediterranean Architecture
  • Outdoor Cooking Area

About This Home

As of December 2020

Located in the beautiful enclave of Melinda Heights, 18 Ballantree is situated in one of Rancho Santa Margarita’s most beautiful communities. This 4 bedroom plus a loft offers over 2100 ft.² of living space and upgrades throughout! Don't let the zoning as a condo fool you, this property lives like a home in every way! Detached, no adjoining walls, and like any other single-family residence, the homeowner is responsible for fire insurance. The home features a custom saltwater pool with a waterfall, infinity spa, outdoor shower, and plenty of space to entertain! Step inside and you’ll enjoy the upgraded wood tile floors, fresh paint throughout, soaring ceilings in the living room and the new windows that bathe the home with natural light. The family room is open to the kitchen and offers a perfect great room feel throughout the first floor. Upstairs showcases beautiful wood floors, 3 generously sized guest bedrooms all with ceiling fans and a whole house fan to quickly cool the home. The master bathroom is off the charts! Custom tile, vanities, and lighting or just a few of the improvements you’ll fall in love with. The master bedroom showcase is a private balcony with beautiful views of the neighborhood and pool area as well. With all this and access to Rancho Santa Margarita‘s master community association pools, tennis courts, and beach club, this home is your early Christmas present!

Last Agent to Sell the Property

Ryan Argue

Plan A Real Estate License #01892077 Listed on: 10/23/2020

Last Buyer's Agent

Tracy Heffelman

Coldwell Banker Realty License #02063566

Coldwell Banker Realty

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $9,530

Year Built

  • Built in 1997

HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Mediterranean Architecture
  • Planned Development

Interior Spaces

  • 2,109 Sq Ft Home
  • 2-Story Property
  • Family Room with Fireplace
  • Loft
  • Laundry Room

Bedrooms and Bathrooms

  • 4 Bedrooms
  • All Upper Level Bedrooms
  • Walk-In Closet

Outdoor Features

  • Gunite Pool
  • Exterior Lighting

Schools

  • Melinda Heights Elementary School
  • Rancho Santa Margarita Middle School
  • Trabucco Hills High School

Additional Features

  • No Common Walls
  • Suburban Location
  • Central Air

Listing and Financial Details

  • Tax Lot 6
  • Tax Tract Number 14274
  • Assessor Parcel Number 93027535

Community Details

Overview

  • 106 Units
  • Samlarc Association, Phone Number (949) 448-6000
  • Keystone Association, Phone Number (949) 838-3232
  • First Service Residential HOA
  • Ballantree Subdivision

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Picnic Area
  • Clubhouse

Recreation

  • Community Playground
  • Community Pool
  • Community Spa

Property Details

Home Type

Condominium

Est. Annual Taxes

$9,530

Year Built

Built in 1997

Lot Details

0

HOA Fees

$177 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Inclusions: Whole house fan
  • Property Attached: No
  • Subdivision Name Other: Ballantree (BALT)
  • View: No
  • Architectural Style: Mediterranean
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93027535
  • Year Built: 1997
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2109.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 407.78
  • Room Type: All Bedrooms Up, Loft, Walk-In Closet

Exterior Features

  • Pool Features: Private, Gunite
  • Pool Private: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Laundry: Yes
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Ballantree
  • Amenities: Pool, Spa/Hot Tub, Barbecue, Outdoor Cooking Area, Picnic Area, Playground, Clubhouse
  • Association Fee: 71.00
  • Association #2 Fee: 106.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: SAMLARC
  • Phone: 949-448-6000
  • Association Phone #2: 949-838-3232
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Sidewalks, Storm Drains, Street Lights, Suburban
  • Association Management: First Service Residential
  • Association Management 2: Keystone

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Melinda Heights
  • Middle School: Rancho Santa Margarita
  • High School: Trabucco Hills
  • Elementary School: Melinda Heights
  • High School: Trabucco Hills
  • Middle Or Junior School: Rancho Santa Margarita
  • Elementary School #2: MELHEI
  • High School2: TRAHIL2

Lot Info

  • Additional Parcels: No
  • Land Lease: No

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 106
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.49
  • Tax Lot: 6
  • Tax Tract Number: 14274

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 23, 2020
Closed on
Nov 6, 2020
Sold by
Jones Timothy N and Jones Ingrid R
Bought by
Boros William and Boros Heather
Seller's Agent
Ryan Argue
Plan A Real Estate
Buyer's Agent
Tracy Heffelman
Coldwell Banker Realty
List Price
$865,000
Sold Price
$860,000
Premium/Discount to List
-$5,000
-0.58%
Current Estimated Value
$1,223,262

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$363,262
Avg. Annual Appreciation
8.19%
Original Mortgage
$765,600
Outstanding Balance
$682,828
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$567,192

Purchase Details

Listed on
Oct 23, 2020
Closed on
Oct 21, 2020
Sold by
Jones Ingrid R and Culbert Ingrid R
Bought by
Jones Timothy N and Jones Ingrid R
Seller's Agent
Ryan Argue
Plan A Real Estate
Buyer's Agent
Tracy Heffelman
Coldwell Banker Realty
List Price
$865,000
Sold Price
$860,000
Premium/Discount to List
-$5,000
-0.58%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$765,600
Outstanding Balance
$682,828
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$567,192

Purchase Details

Closed on
May 10, 2016
Sold by
Culbert Brad S and Culbert Ingrid R
Bought by
Culbert Ingrid R

Purchase Details

Closed on
Dec 31, 2001
Sold by
Culbert Brad and Vaughan Ingrid
Bought by
Culbert Brad S and Vaughan Ingrid R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$226,700
Interest Rate
5.87%

Purchase Details

Closed on
Nov 26, 1997
Sold by
Ballantree Llc
Bought by
Culbert Brad and Culbert Ingrid

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$211,850
Interest Rate
7.22%
Source: Public Records

Range of Values:

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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
Boros William $860,000 Western Resources Title
Jones Timothy N -- Western Resources Title Co
Culbert Ingrid R -- None Available
Culbert Brad S -- Fidelity National Title
Culbert Brad $223,500 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Boros William $765,600
Previous Owner Culbert Brad S $280,000
Previous Owner Culbert Brad S $243,200
Previous Owner Culbert Brad S $252,794
Previous Owner Culbert Brad S $252,000
Previous Owner Culbert Brad S $226,700
Previous Owner Culbert Brad $50,000
Previous Owner Culbert Brad $211,850
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/07/2020 12/07/20 Sold $860,000 -0.6% $408 / Sq Ft
11/03/2020 11/03/20 Pending -- -- --
10/23/2020 10/23/20 For Sale $865,000 -- $410 / 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 $9,530 $930,890 $673,988 $256,902
2024 $9,530 $912,638 $660,773 $251,865
2023 $9,310 $894,744 $647,817 $246,927
2022 $9,157 $877,200 $635,114 $242,086
2021 $8,958 $860,000 $622,660 $237,340
2020 $3,861 $378,133 $130,543 $247,590
2019 $4,026 $370,719 $127,983 $242,736
2018 $5,300 $363,450 $125,473 $237,977
2017 $5,494 $356,324 $123,013 $233,311
2016 $5,507 $349,338 $120,601 $228,737
2015 $5,344 $344,091 $118,789 $225,302
2014 $5,627 $337,351 $116,462 $220,889
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20212066

California Regional Multiple Listing Service (CRMLS)

APN: 930-275-35