NOT LISTED FOR SALE

Estimated Value: $1,723,000 - $1,906,000

5 Beds
3 Baths
3,246 Sq Ft
$547/Sq Ft Est. Value

Last Sold June 04, 2021

Last sale price $1,185,000 $365 Per Sq Ft

Est. 50% increase in value since last sale

Current estimated payment $10,619/month

6 Days on Market

Highlights

  • Fitness Center
  • Spa
  • Peek-A-Boo Views
  • Portola Hills Elementary School Rated A
  • Primary Bedroom Suite
  • Property is near a clubhouse

About This Home

As of June 2021

Beautiful 5 bedroom home located in the prestigious Portola Hills area of Lake Forest! Large open concept floorplan has 4-5 bedrooms including a huge main floor office or bedroom. The livingf room features soaring vaulted ceilings with tons of natural light from the abundant two story windows covered with custom plantaiton shutters. The living room is open to the formal dining room for a large entertaining space for friends and family. French doors open to the large private backyard. The kitchen has abundant storage and counter space including a huge walk-in pantry for perfect organization.The stainless steel appliances include double ovens! The huge family room with brand new carpet is open to the eat-in kitchen area. Upstairs find a 2nd family room or bonus room which is perfect for a pool table or media room. It comes equipped with a conversation piece good-time oak bar! Four additional bedrooms, including the massive primary-suite are located upstairs.The quality JM Peters constructed home features, three full bathrooms, large amazing laundry room and dual A/C units are additional wonderful features.The 3 car garage offers lots of space for storage and parking! Neighborhood amenities include a stunning recreation center with a HUGE sparkling pool, spa, volleyball and tennis courts. The neighborhood elementary school is highly rated! Surrounded by the Whiting Ranch Wilderness preserve for world-class hiking and biking trails. Southern California beaches , entertainment, fine-dining, transportation are all within close proximity. This home is truly affordable by being priced below market, very low tax rate, NO Mello-Roos, and low HOA fees. Best value in OC!

Last Agent to Sell the Property

Lisa Heaney

Bullock Russell RE Services License #01307745 Listed on: 04/28/2021

Bullock Russell RE Services

Last Buyer's Agent

Kaushik Sarkar

Pacific Sterling Realty License #01478567

Pacific Sterling Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $13,183

Year Built

  • Built in 1993

Lot Details

  • 6,300 Sq Ft Lot
  • Stone Wall
  • Level Lot
  • Front Yard

HOA Fees

  • $150 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available

Home Design

  • Mediterranean Architecture
  • Spanish Tile Roof

Interior Spaces

  • 3,246 Sq Ft Home
  • Bar
  • Cathedral Ceiling
  • Double Pane Windows
  • Family Room with Fireplace
  • Peek-A-Boo Views
  • Fire and Smoke Detector

Kitchen

  • Eat-In Kitchen
  • Walk-In Pantry
  • Gas Oven

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • 3 Full Bathrooms
  • Bathtub
  • Walk-in Shower

Laundry

  • Laundry Room
  • Gas Dryer Hookup

Outdoor Features

  • Spa
  • Slab Porch or Patio

Location

  • Property is near a clubhouse
  • Suburban Location

Schools

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

Utilities

  • Two cooling system units
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 50
  • Tax Tract Number 13335
  • Assessor Parcel Number 60623205

Community Details

Overview

  • Portola Hills 2 Association, Phone Number (949) 855-1800
  • Sea Breeze HOA
  • Built by JM Peters
  • Crestmont Subdivision, Plan 2
  • Foothills

Amenities

  • Outdoor Cooking Area
  • Picnic Area

Recreation

  • Tennis Courts
  • Community Playground
  • Fitness Center
  • Community Pool
  • Community Spa
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$13,183

Year Built

Built in 1993

Lot Details

0

HOA Fees

$150 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Security: Fire and Smoke Detection System
  • Subdivision Name Other: Crestmont (CSM)
  • View: Yes
  • Architectural Style: Mediterranean
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 60623205
  • Year Built: 1993
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3246.00 Square Feet
  • Interior Amenities: Bar, Cathedral Ceiling(s)
  • Common Walls: No Common Walls
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 5
  • Eating Area: In Kitchen
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 365.06
  • Room Type: Main Floor Bedroom, Master Suite, Walk-In Closet, Walk-In Pantry
  • Spa Features: Association
  • Window Features: Double Pane Windows
  • Bathroom Features: Bathtub, Walk-In Shower

Exterior Features

  • Patio: Yes
  • View: Peek-A-Boo
  • Fence: Yes
  • Fencing: Stone
  • Builder Name: JM Peters
  • Patio And Porch Features: Slab
  • Pool Features: Association
  • Pool Private: No
  • Roof: Spanish Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Gas Oven
  • Heating Type: Forced Air, Fireplace(s)
  • Laundry Features: Gas Dryer Hookup, Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Dual
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Outdoor Cooking Area, Picnic Area, Playground, Tennis Court(s), Biking Trails, Hiking Trails, Gym/Ex Room
  • Association Fee: 150.00
  • Association Fee Frequency: Monthly
  • Association Name: Portola Hills 2
  • Phone: 949-855-1800
  • Senior Community: No
  • Community Features: Foothills, Suburban
  • Association Management: Sea Breeze

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: Close to Clubhouse, Front Yard, Level with Street
  • Lot Size Sq Ft: 6300.00
  • Lot Size Acres: 0.1446

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6300.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 524.28
  • Tax Lot: 50
  • Tax Tract Number: 13335

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 28, 2021
Closed on
May 10, 2021
Sold by
Roots John E
Bought by
Dolui Saradindu and Chatterjee Paramita
Seller's Agent
Lisa Heaney
Bullock Russell RE Services
Buyer's Agent
Kaushik Sarkar
Pacific Sterling Realty
List Price
$1,149,900
Sold Price
$1,185,000
Premium/Discount to List
$35,100
3.05%
Current Estimated Value
$1,774,302

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$589,302
Avg. Annual Appreciation
11.66%
Original Mortgage
$815,000
Outstanding Balance
$750,615
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$1,153,220

Purchase Details

Closed on
Oct 31, 2003
Sold by
Roots John E
Bought by
Roots John E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$483,750
Interest Rate
5.94%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 24, 2002
Sold by
Roots Sandra P
Bought by
Roots John E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$50,000
Interest Rate
6.43%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Dec 3, 1993
Sold by
Ranchland Portola Development L P
Bought by
Roots John E and Roots Sandra P

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$211,200
Interest Rate
3.12%
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
Dolui Saradindu $1,185,000 Ticor Title
Roots John E -- Fidelity National Title Co
Roots John E $264,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Dolui Saradindu $300,000
Open Dolui Saradindu $815,000
Previous Owner Roots John E $67,000
Previous Owner Roots John E $678,750
Previous Owner Roots John E $483,750
Previous Owner Roots John E $50,000
Previous Owner Roots John E $450,000
Previous Owner Roots John E $275,000
Previous Owner Roots John E $211,200
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/04/2021 06/04/21 Sold $1,185,000 +3.1% $365 / Sq Ft
05/04/2021 05/04/21 Pending -- -- --
04/28/2021 04/28/21 For Sale $1,149,900 0.0% $354 / Sq Ft
09/26/2019 09/26/19 Rented $2,850 -26.0% --
08/23/2019 08/23/19 Off Market $3,850 -- --
08/08/2019 08/08/19 For Rent $3,850 -- --
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 $13,183 $1,282,681 $852,422 $430,259
2024 $13,183 $1,257,531 $835,708 $421,823
2023 $12,873 $1,232,874 $819,322 $413,552
2022 $12,644 $1,208,700 $803,256 $405,444
2021 $4,553 $440,871 $43,327 $397,544
2020 $4,512 $436,351 $42,883 $393,468
2019 $4,423 $427,796 $42,043 $385,753
2018 $4,340 $419,408 $41,218 $378,190
2017 $4,254 $411,185 $40,410 $370,775
2016 $3,769 $403,123 $39,618 $363,505
2015 $4,133 $397,068 $39,023 $358,045
2014 $4,358 $389,290 $38,258 $351,032
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21088505

California Regional Multiple Listing Service (CRMLS)

APN: 606-232-05