NOT LISTED FOR SALE

Estimated Value: $1,065,000 - $1,205,000

3 Beds
3 Baths
1,620 Sq Ft
$695/Sq Ft Est. Value

Last Sold April 27, 2023

Last sale price $915,000 $565 Per Sq Ft

Est. 23% increase in value since last sale

Current estimated payment $6,936/month

39 Days on Market

Highlights

  • Spa
  • Two Primary Bedrooms
  • Open Floorplan
  • Portola Hills Elementary School Rated A
  • Updated Kitchen
  • 5-minute walk to Concourse Park

About This Home

As of April 2023

Highly upgraded 3 bedroom + loft home in the desirable community of Portola Hills. This home has a remodeled kitchen with granite counter tops, stainless steel appliances, recessed lighting and vinyl windows and lots of windows for tons of natural light. The downstairs features a downstairs bedroom and bathroom, a large family room with high ceilings and large sliding doors that leads to a custom vinyl patio cover. The second level features 2 bedrooms, both with their own bathrooms plus a loft. The large wrap around yard is the perfect spot for entertaining or enjoying a peaceful afternoon. Located close to association amenities and park.

Last Agent to Sell the Property

Mac Mackenzie

Coldwell Banker Realty License #01038710 Listed on: 02/18/2023

Coldwell Banker Realty

Co-Listed By

David Cannon

Coldwell Banker Realty License #01329802

Last Buyer's Agent

Fred Highley

Stone Creek Real Estate Servic License #01034571

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $9,544

Year Built

  • Built in 1986

Lot Details

  • 4,500 Sq Ft Lot
  • Cul-De-Sac
  • Lawn
  • Back Yard

HOA Fees

  • $144 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Driveway

Home Design

  • Turnkey
  • Planned Development
  • Tile Roof

Interior Spaces

  • 1,620 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • High Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Family Room with Fireplace
  • Living Room
  • Dining Room
  • Views of Hills

Kitchen

  • Updated Kitchen
  • Eat-In Kitchen
  • Gas Range
  • Microwave
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Main Level Bedroom
  • Double Master Bedroom
  • 3 Full Bathrooms
  • Bathtub with Shower
  • Walk-in Shower

Laundry

  • Laundry Room
  • Laundry in Garage

Outdoor Features

  • Spa
  • Covered Patio or Porch
  • Exterior Lighting

Schools

  • Portola Hills Elementary School
  • Serrano Intermediate
  • El Toro High School

Utilities

  • Central Heating and Cooling System
  • Water Heater

Listing and Financial Details

  • Tax Lot 9
  • Tax Tract Number 12536
  • Assessor Parcel Number 60614109
  • $20 per year additional tax assessments

Community Details

Overview

  • Portola Hills Association
  • Sycamore Ridge Subdivision

Recreation

  • Tennis Courts
  • Community Pool
  • Community Spa

Home Details

Home Type

Single Family

Est. Annual Taxes

$9,544

Year Built

Built in 1986

Lot Details

0

HOA Fees

$144 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: Yes
  • Subdivision Name Other: Sycamore Ridge (SR)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 60614109
  • Year Built: 1986
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1620.00 Square Feet
  • Interior Amenities: Ceiling Fan(s), Granite Counters, High Ceilings, Open Floorplan, Recessed Lighting
  • Stories: 2
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 3
  • Eating Area: Dining Room, In Kitchen
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 564.81
  • Room Type: Family Room, Kitchen, Living Room, Main Floor Bedroom, Two Masters
  • Spa Features: Association, Community
  • Bathroom Features: Bathtub, Shower, Shower In Tub
  • Room Kitchen Features: Granite Counters, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • View: Hills
  • Patio And Porch Features: Concrete, Covered
  • Pool Features: Association, Community
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage
  • Total Parking Spaces: 2.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Disposal, Gas Range, Microwave, Water Heater
  • Heating Type: Central
  • Laundry Features: In Garage
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Tennis Court(s)
  • Association Fee: 144.00
  • Association Fee Frequency: Monthly
  • Association Name: Portola Hills
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Sidewalks, Street Lights
  • Association Management: Portola Hills

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Portola Hills
  • Middle School: Serrano Intermediate
  • High School: El Toro
  • Elementary School: Portola Hills
  • High School: El Toro
  • Middle Or Junior School: Serrano Intermediate
  • Elementary School #2: PORHIL
  • High School2: ELTOR

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Lawn
  • Lot Size Sq Ft: 4500.00
  • Lot Size Acres: 0.1033

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4500.0000 Square Feet
  • Number Of Units In Community: 100
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 524.28
  • Tax Lot: 9
  • Tax Tract Number: 12536
  • TaxOtherAnnualAssessmentAmount: 20.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 18, 2023
Closed on
Apr 20, 2023
Sold by
Kelly Richard M
Bought by
Martinez Marisol and Martinez Jesse
Seller's Agent
Mac Mackenzie
Coldwell Banker Realty
Buyer's Agent
Fred Highley
Stone Creek Real Estate Servic
List Price
$975,000
Sold Price
$915,000
Premium/Discount to List
-$60,000
-6.15%
Views
83
Current Estimated Value
$1,125,675

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$210,675
Avg. Annual Appreciation
7.02%
Original Mortgage
$726,200
Outstanding Balance
$710,460
Interest Rate
6.6%
Mortgage Type
New Conventional
Estimated Equity
$364,922

Purchase Details

Listed on
Jul 13, 2021
Closed on
Aug 20, 2021
Sold by
Newton Stephani
Bought by
Kelly Richard M
Seller's Agent
Kanoa Watt
Regency Real Estate Brokers
Buyer's Agent
Kanoa Watt
Regency Real Estate Brokers
List Price
$774,900
Sold Price
$825,000
Premium/Discount to List
$50,100
6.47%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.48%
Original Mortgage
$783,750
Interest Rate
2.8%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jul 13, 2021
Closed on
Aug 18, 2021
Sold by
Abts Barbara J and Abts Barbara J
Bought by
Kelly Richard M and Kelly Connie L
Seller's Agent
Kanoa Watt
Regency Real Estate Brokers
Buyer's Agent
Kanoa Watt
Regency Real Estate Brokers
List Price
$774,900
Sold Price
$825,000
Premium/Discount to List
$50,100
6.47%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$783,750
Interest Rate
2.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 27, 2021
Sold by
Abts Barbara J and Abts Barbara J
Bought by
Abts Barbara J and Abts Barbara J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,042,500
Interest Rate
2.72%
Mortgage Type
Reverse Mortgage Home Equity Conversion Mortgage

Purchase Details

Closed on
May 16, 2019
Sold by
Lundin David Alan
Bought by
Abts Barbara Jean

Purchase Details

Closed on
Dec 18, 2018
Sold by
Abts Barbara J
Bought by
Abts Barbara Jean and Lundin David Alan

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$419,000
Interest Rate
4.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 9, 2005
Sold by
Abts Barbara J
Bought by
Abts Barbara J and Barbara J Abts Separate Property Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$420,000
Interest Rate
1%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 28, 2003
Sold by
Abts Barbara J
Bought by
Abts Barbara J and The Barbara J Abts Separate Property Tru

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$280,000
Interest Rate
5.85%
Mortgage Type
Unknown

Purchase Details

Closed on
Oct 25, 2001
Sold by
Olsen Scott E and Olsen Janet L
Bought by
Abts Barbara J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$44,850
Interest Rate
6.63%
Mortgage Type
Stand Alone Second

Purchase Details

Closed on
Apr 17, 1999
Sold by
Ferry Amber
Bought by
Olsen Scott E and Olsen Janet L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$211,500
Interest Rate
6.98%

Purchase Details

Closed on
Jan 27, 1999
Sold by
Dean Sisco Bradley
Bought by
Ferry Amber

Purchase Details

Closed on
Sep 25, 1995
Sold by
Sisco Bradley Dean and Sisco Sandra
Bought by
Sisco Bradley Dean

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$183,825
Interest Rate
7.8%
Mortgage Type
Assumption
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Martinez Marisol $915,000 Equity Title
Kelly Richard M -- Ticor Ttl Orange Cnty Branch
Kelly Richard M $825,000 Ticor Ttl Orange Cnty Branch
Abts Barbara J -- Fnc Title Of California
Abts Barbara Jean -- None Available
Abts Barbara Jean -- Chicago Title Company
Abts Barbara J -- --
Abts Barbara J -- First American Title Co
Abts Barbara J -- --
Abts Barbara J $299,000 Fidelity National Title Ins
Olsen Scott E $235,000 Fidelity National Title Ins
Ferry Amber -- Fidelity National Title Ins
Sisco Bradley Dean -- Southland Title Corporation
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Martinez Marisol $726,200
Previous Owner Kelly Richard M $783,750
Previous Owner Abts Barbara J $1,042,500
Previous Owner Abts Barbara Jean $419,000
Previous Owner Abts Barbara J $20,094
Previous Owner Abts Barbara $80,000
Previous Owner Abts Barbara J $420,000
Previous Owner Abts Barbara J $408,000
Previous Owner Abts Barbara J $40,000
Previous Owner Abts Barbara J $280,000
Previous Owner Abts Barbara J $44,850
Previous Owner Abts Barbara J $239,200
Previous Owner Olsen Scott E $211,500
Previous Owner Sisco Bradley Dean $188,495
Previous Owner Sisco Bradley Dean $183,825
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/27/2023 04/27/23 Sold $915,000 -6.2% $565 / Sq Ft
03/29/2023 03/29/23 Pending -- -- --
02/18/2023 02/18/23 For Sale $975,000 +18.2% $602 / Sq Ft
08/31/2021 08/31/21 Sold $825,000 0.0% $509 / Sq Ft
08/16/2021 08/16/21 Pending -- -- --
08/16/2021 08/16/21 Price Changed $825,000 +6.5% $509 / Sq Ft
08/13/2021 08/13/21 Price Changed $774,900 0.0% $478 / Sq Ft
08/13/2021 08/13/21 For Sale $774,900 -6.1% $478 / Sq Ft
07/19/2021 07/19/21 Pending -- -- --
07/19/2021 07/19/21 Price Changed $825,000 +6.5% $509 / Sq Ft
07/13/2021 07/13/21 For Sale $774,900 -- $478 / 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 $9,544 $951,966 $769,607 $182,359
2024 $9,544 $933,300 $754,516 $178,784
2023 $8,636 $841,500 $685,012 $156,488
2022 $8,483 $825,000 $671,580 $153,420
2021 $4,133 $408,065 $237,614 $170,451
2020 $4,095 $403,881 $235,177 $168,704
2019 $4,012 $497,980 $341,544 $156,436
2018 $5,442 $388,199 $226,045 $162,154
2017 $3,856 $380,588 $221,613 $158,975
2016 $3,791 $373,126 $217,268 $155,858
2015 $3,744 $367,522 $214,005 $153,517
2014 $3,905 $360,323 $209,813 $150,510
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23028404

California Regional Multiple Listing Service (CRMLS)

APN: 606-141-09