NOT LISTED FOR SALE

Estimated Value: $4,689,241 - $5,642,000

5 Beds
4.5 Baths
5,603 Sq Ft
$933/Sq Ft Est. Value

Last Sold September 18, 2018

Last sale price $3,295,000 $588 Per Sq Ft

Est. 59% increase in value since last sale

Current estimated payment $31,222/month

78 Days on Market

Highlights

  • Ocean View
  • Fireplace in Primary Bedroom
  • Main Floor Bedroom
  • John Malcom Elementary School Rated A
  • Cathedral Ceiling
  • Hydromassage or Jetted Bathtub

About This Home

As of September 2018

Truly an outstanding custom built residence located within the "Ocean Close Guard Gated" community of Ocean Ranch! 5 bedroom, 5 baths plus office/library area. An open and spacious floor plan accented by an outstanding entry foyer with a sweeping staircase and vaulted ceilings! Travertine flooring, numerous built-ins, gourmet kitchen boasts 2 Thermador ovens, built-in microwave, trash compactor, and built-in subzero refrigerator/freezer. Lower level suite inclusive of its own full bath and outside access. Additional 4 bedrooms are extremely gracious in size and appeal, master suite contains its own fireplace and sitting area, 3 closets (2 of which are walk-ins!) Formal dining area, main floor family room with fireplace and outside access to a phenomenal private rear yard with a covered entertainment area including a barbecue center, outside heaters, flat screen TV, bar area, and more! In addition, there is an in ground pool and spa and separate relaxing area. All New Exterior paint, only 30 days old! The residential site is approx 11,400 sq ft and located at the end of a cul de sac! Other amenities include, built-in wine cooler, walk-in pantry, Caesarstone counter tops, and a 5 car garage! Truly an outstanding custom built residence of approx 5,600 sq. ft., a must see! An outstanding location to ocean front resorts of the Ritz Carlton and the Monarch Beach Resort, minutes to the Dana Point Harbor, freeway access, Ocean Ranch shopping center, and to the beach!

Last Agent to Sell the Property

Robert Wolff

Harcourts Prime Properties License #01053562 Listed on: 05/17/2018

Harcourts Prime Properties

Last Buyer's Agent

Carla Jones

Circa Properties, Inc. License #01258883

Circa Properties, Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $29,415

Year Built

  • Built in 1998

Lot Details

  • 0.26 Acre Lot
  • Cul-De-Sac

HOA Fees

  • $335 Monthly HOA Fees

Parking

  • 5 Car Attached Garage

Property Views

  • Ocean
  • Catalina
  • City Lights
  • Canyon

Home Design

  • Copper Plumbing

Interior Spaces

  • 5,603 Sq Ft Home
  • 2-Story Property
  • Central Vacuum
  • Cathedral Ceiling
  • Family Room with Fireplace
  • Living Room with Fireplace
  • Dining Room
  • Den
  • Library
  • Laundry Room

Kitchen

  • Breakfast Area or Nook
  • Walk-In Pantry
  • Self-Cleaning Oven
  • Built-In Range
  • Range Hood
  • Freezer
  • Dishwasher
  • Kitchen Island
  • Trash Compactor
  • Disposal

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Fireplace in Primary Bedroom
  • Dual Vanity Sinks in Primary Bathroom
  • Hydromassage or Jetted Bathtub
  • Bathtub with Shower

Additional Features

  • Balcony
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 13
  • Tax Tract Number 13400
  • Assessor Parcel Number 67375113

Community Details

Overview

  • Ocean Ranch Association

Recreation

  • Community Pool
  • Community Spa

Security

  • Security Guard

Home Details

Home Type

Single Family

Est. Annual Taxes

$29,415

Year Built

Built in 1998

Lot Details

0

HOA Fees

$335 per month

Parking

5

Listing Details

  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Ocean Ranch ~ Custom (BBC)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67375113
  • Year Built: 1998
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 5603.00 Square Feet
  • Interior Amenities: Balcony, Cathedral Ceiling(s), Copper Plumbing Full, Vacuum Central
  • Stories: 2
  • Common Walls: No Common Walls
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Breakfast Nook, Dining Room
  • Fireplace Features: Family Room, Living Room, Master Bedroom
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 588.08
  • Room Type: Den, Family Room, Library, Living Room, Main Floor Bedroom, Separate Family Room, Walk-In Pantry
  • Bathroom Features: Shower In Tub, Double Sinks In Master Bath, Jetted Tub
  • Room Kitchen Features: Kitchen Island, Walk-In Pantry

Exterior Features

  • View: Canyon, Catalina, City Lights, Ocean
  • Pool Features: Association
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 5.00
  • Total Parking Spaces: 5.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Built-In Range, Self Cleaning Oven, Dishwasher, Freezer, Disposal, Range Hood, Trash Compactor
  • Heating Type: Forced Air
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Guard
  • Association Fee: 335.00
  • Association Fee Frequency: Monthly
  • Association Name: Ocean Ranch
  • Phone: 00000000
  • Senior Community: No
  • Community Features: Sidewalks

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac
  • Lot Size Sq Ft: 11430.00

Multi Family

  • Lease Considered: No
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.32
  • Tax Lot: 13
  • Tax Tract Number: 13400

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 6, 2023
Sold by
Blair Laura D
Bought by
Laura D Blair Separate Property Trust
Current Estimated Value
$5,229,060

Purchase Details

Closed on
Feb 1, 2023
Sold by
Carol And Dennis Dougherty Family Trust
Bought by
Blair Laura D

Purchase Details

Listed on
May 17, 2018
Closed on
Aug 3, 2018
Sold by
Ocean Way Investments Llc
Bought by
Dougherty Carol L and Carol And Dennis Dougherty Family Trust
Seller's Agent
Robert Wolff
Harcourts Prime Properties
Buyer's Agent
Carla Jones
Circa Properties, Inc.
List Price
$3,295,000
Sold Price
$3,295,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.86%

Purchase Details

Closed on
May 31, 2011
Sold by
Ashdam Group Llc
Bought by
Ocean Way Investments Llc

Purchase Details

Closed on
May 10, 2011
Sold by
Jerome Susan P
Bought by
Ashdam Group Llc

Purchase Details

Closed on
Feb 20, 2007
Sold by
Verdon Jeffrey M and Verdon Wendy H
Bought by
Verdon Wendy H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
6.19%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Feb 15, 2007
Sold by
Verdon Wendy H
Bought by
Flaherty Scott B and Southpac Trust International Inc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
6.19%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jan 16, 2007
Sold by
Flaherty Scott B
Bought by
Verdon Jeffrey M and Verdon Wendy H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
6.19%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jul 7, 2006
Sold by
Verdon Wendy H
Bought by
Flaherty Scott B and Southpac Trust International Inc

Purchase Details

Closed on
Apr 28, 2006
Sold by
Emily Rose Properties Llc
Bought by
Verdon Jeffrey M and Verdon Wendy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,634,375
Interest Rate
6.71%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Mar 1, 2006
Sold by
Davide Dewey D
Bought by
Emily Rose Properties Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,634,375
Interest Rate
6.71%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Jul 12, 2005
Sold by
Robinson Arlene Anne
Bought by
Davide Dewey D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,197,500
Interest Rate
1%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Jun 14, 2001
Sold by
Robinson Arlene Anne
Bought by
Robinson Arlene Anne and Arlene Anne Robinson 1998 Revocable Tr

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$504,000
Interest Rate
7.15%

Purchase Details

Closed on
Aug 4, 1998
Sold by
Robinson Arlene Anne
Bought by
Robinson Arlene Anne and Arlene Anne Robinson 1998 Revocable Tr

Purchase Details

Closed on
Apr 24, 1998
Sold by
Western Retechs Inc
Bought by
Robinson Arlene Anne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
7.25%

Purchase Details

Closed on
Jul 21, 1994
Sold by
Shea Homes Ltd Partnership
Bought by
Western Retechs Inc
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
Laura D Blair Separate Property Trust -- --
Blair Laura D -- --
Dougherty Carol L $3,295,000 Chicago Title Co
Ocean Way Investments Llc -- None Available
Ashdam Group Llc -- None Available
Verdon Wendy H -- None Available
Flaherty Scott B -- None Available
Verdon Jeffrey M -- None Available
Flaherty Scott B -- None Available
Verdon Wendy H -- None Available
Verdon Jeffrey M $3,512,500 California Title Company
Emily Rose Properties Llc -- California Title Company
Davide Dewey D $2,930,000 --
Robinson Arlene Anne -- Fidelity National Title Ins
Robinson Arlene Anne -- --
Robinson Arlene Anne $1,450,000 First Southwestern Title Co
Western Retechs Inc -- First American Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Ocean Way Investments Llc $150,000
Previous Owner Verdon Jeffrey M $300,000
Previous Owner Verdon Jeffrey M $2,634,375
Previous Owner Davide Dewey D $20,000
Previous Owner Davide Dewey D $2,197,500
Previous Owner Robinson Arlene Anne $504,000
Previous Owner Robinson Arlene Anne $500,000
Previous Owner Robinson Arlene Anne $1,000,000
Previous Owner Western Retechs Inc $855,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/18/2018 09/18/18 Sold $3,295,000 0.0% $588 / Sq Ft
05/17/2018 05/17/18 For Sale $3,295,000 0.0% $588 / Sq Ft
07/03/2014 07/03/14 Rented $13,500 -3.6% --
06/03/2014 06/03/14 Under Contract -- -- --
05/29/2014 05/29/14 For Rent $14,000 +12.0% --
09/15/2013 09/15/13 Rented $12,500 -16.7% --
09/02/2013 09/02/13 Under Contract -- -- --
06/22/2013 06/22/13 For Rent $15,000 -- --
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 $29,415 $2,971,382 $1,293,501 $1,677,881
2024 $29,415 $2,913,120 $1,268,138 $1,644,982
2023 $28,791 $2,856,000 $1,243,272 $1,612,728
2022 $7,977 $794,456 $476,674 $317,782
2021 $7,822 $778,879 $467,328 $311,551
2020 $7,743 $770,893 $462,536 $308,357
2019 $7,729 $755,778 $453,467 $302,311
2018 $26,981 $2,584,133 $1,244,362 $1,339,771
2017 $26,277 $2,533,464 $1,219,963 $1,313,501
2016 $26,274 $2,483,789 $1,196,042 $1,287,747
2015 $25,514 $2,446,481 $1,178,077 $1,268,404
2014 $25,108 $2,398,558 $1,155,000 $1,243,558
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC18116601

California Regional Multiple Listing Service (CRMLS)

APN: 673-751-13