NOT LISTED FOR SALE

Estimated Value: $618,641 - $660,000

2 Beds
2 Baths
922 Sq Ft
$422/mo HOA Fee

Last Sold December 21, 2022

Last sale price $510,000 $553 Per Sq Ft

Est. 25% increase in value since last sale

Current estimated payment $4,215/month

14 Days on Market

Highlights

  • Access To Lake
  • 24-Hour Security
  • Fishing
  • Trabuco Mesa Elementary School Rated A
  • Spa
  • No Units Above

About This Home

As of December 2022

Great location in the "second safest city in California"! This beautiful community is right across the street from RSM lake and backing to O'Neil park. Upper carriage unit offers privacy and quiet; no one above and garage below. All appliances included. The furniture may be purchased as well. The home is in pristine condition, very well cared for home. There is laundry in the unit and 2 good sized bedrooms. Primary bedroom has an attached private full bathroom and a walk -in closet. Good amount of storage throughout the condo. This light and bright home has a functional layout with great views of Saddleback Mountains from every window. Detached extra long garage can be used as extra storage, and carport included; both right across from the unit. Community amenities include large swimming pool, jacuzzi and tot sandbox. Ownership also includes membership in SAMLARC and all of the wonderful community features of Rancho Santa Margarita- tennis courts, basketball courts, baseball fields, playgrounds, parks, heated pools and the Beach Club. -FHA and VA approved community-

Last Agent to Sell the Property

Caissy Minney

OC Homes Realty License #01472156 Listed on: 11/10/2022

Last Buyer's Agent

Steven Hurd

eXp Realty of California Inc License #01868634

eXp Realty of California Inc

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $5,378

Year Built

  • Built in 1989

Lot Details

  • No Units Above
  • No Units Located Below
  • 1 Common Wall

HOA Fees

Parking

  • 1 Car Garage
  • 1 Detached Carport Space
  • Parking Available
  • Single Garage Door
  • Assigned Parking

Interior Spaces

  • 922 Sq Ft Home
  • 2-Story Property
  • Living Room with Fireplace
  • Dining Room
  • Mountain Views

Kitchen

  • Gas Oven
  • Gas Range
  • Microwave
  • Dishwasher

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • All Upper Level Bedrooms
  • 2 Full Bathrooms
  • Bathtub with Shower
  • Walk-in Shower

Laundry

  • Laundry Room
  • Stacked Washer and Dryer

Home Security

Outdoor Features

  • Spa
  • Access To Lake
  • Lake Privileges
  • Living Room Balcony

Schools

  • Trabuco Mesa Elementary School
  • Rancho Santa Margarita Middle School
  • Trabuco Hills High School

Utilities

  • Forced Air Heating and Cooling System
  • Natural Gas Connected
  • Propane Water Heater
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 14
  • Tax Tract Number 13060
  • Assessor Parcel Number 93195661

Community Details

Overview

  • 150 Units
  • Samlarc Association, Phone Number (949) 709-0010
  • Platinum Management Group Association, Phone Number (949) 330-6350
  • Brisa Del Lago II Subdivision
  • Community Lake
  • Near a National Forest
  • Property is near a preserve or public land

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill

Recreation

  • Tennis Courts
  • Sport Court
  • Community Playground
  • Community Pool
  • Community Spa
  • Fishing
  • Park
  • Hiking Trails
  • Bike Trail

Security

  • 24-Hour Security
  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$5,378

Year Built

Built in 1989

Lot Details

0

HOA Fees

$422 per month

Parking

1

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: Refrigerator, Washer and Dryer... All furniture negotiable
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Security: 24 Hour Security, Fire and Smoke Detection System, Smoke Detector(s)
  • Subdivision Name Other: Brisa del Lago II (BDII)
  • View: Yes
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93195661
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 922.00 Square Feet
  • Interior Amenities: Balcony, Living Room Balcony
  • Stories: 2
  • Entry Location: 2
  • Common Walls: 1 Common Wall, No One Above, No One Below
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Eating Area: Dining Room
  • Fireplace Features: Living Room
  • Levels: One
  • Price Per Square Foot: 553.15
  • Room Type: All Bedrooms Up
  • Spa Features: Community
  • Bathroom Features: Shower, Shower In Tub

Exterior Features

  • View: Mountain(s)
  • Pool Features: Association, Community
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: No
  • Carport Spaces: 1.00
  • Garage Spaces: 1.00
  • Parking: Yes
  • Parking Features: Assigned, Detached Carport, Garage, Garage - Single Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Phone Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Gas Oven, Gas Range, Microwave, Propane Water Heater, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Dryer Included, In Closet, Inside, Stackable, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Brisa Del Lago II
  • Amenities: Pool, Spa/Hot Tub, Barbecue, Outdoor Cooking Area, Playground, Tennis Court(s), Sport Court
  • Association Fee: 72.00
  • Association #2 Fee: 350.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: SAMLARC
  • Phone: 9497090010
  • Association Phone #2: 9493306350
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Biking, Blm/National Forest, Fishing, Hiking, Lake, Park, Preserve/Public Land
  • Association Management: SAMLARC
  • Association Management 2: Platinum Management Group

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Trabuco Mesa
  • Middle School: Rancho Santa Margarita
  • High School: Trabuco Hills
  • Elementary School: Trabuco Mesa
  • High School: Trabuco Hills
  • Middle Or Junior School: Rancho Santa Margarita
  • Elementary School #2: TRAMES
  • High School2: TRAHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 150
  • Number Of Units Total: 150
  • Waterfront Features: Fishing in Community, Lake, Lake Privileges

Tax Info

  • Tax Census Tract: 320.50
  • Tax Lot: 14
  • Tax Tract Number: 13060

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 10, 2022
Closed on
Nov 29, 2022
Sold by
Minney Steven and Minney Mary Lynn
Bought by
Le Danielle
Seller's Agent
Caissy Minney
OC Homes Realty
Buyer's Agent
Steven Hurd
eXp Realty of California Inc
List Price
$529,000
Sold Price
$510,000
Premium/Discount to List
-$19,000
-3.59%
Views
6
Current Estimated Value
$637,910

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$127,910
Avg. Annual Appreciation
8.17%
Original Mortgage
$310,000
Outstanding Balance
$298,212
Interest Rate
5.63%
Mortgage Type
New Conventional
Estimated Equity
$339,698

Purchase Details

Listed on
Mar 23, 2013
Closed on
Apr 26, 2013
Sold by
Sherreitt Craig Patrick and Sherreitt Shirley A
Bought by
Minney Steven and Minney Mary Lynn
Seller's Agent
Jim Neidert
Realty One Group West
Buyer's Agent
Caissy Minney
OC Homes Realty
List Price
$319,900
Sold Price
$290,000
Premium/Discount to List
-$29,900
-9.35%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.08%
Original Mortgage
$260,710
Interest Rate
3.38%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 22, 2010
Sold by
Sherreitt Craig Patrick and Sherreitt Shirley A
Bought by
Sherreitt Craig Patrick and Sherreitt Shirley A

Purchase Details

Closed on
Oct 29, 2009
Sold by
Sherreitt Craig Patrick and Sherreitt Shirley A
Bought by
Sherreitt Craig Patrick and Sherreitt Shirley A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$100,000
Interest Rate
5.02%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 16, 2004
Sold by
Sherreitt Craig Patrick and Sherreitt Shirley A
Bought by
Sherreitt Craig Patrick and Sherreitt Shirley A

Purchase Details

Closed on
Feb 26, 2003
Sold by
Cain William B and Cain Mary Sue
Bought by
Sherreitt Craig Patrick and Sherreitt Shirley A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$59,000
Interest Rate
5.82%

Purchase Details

Closed on
Jun 9, 2000
Sold by
Zellmer Warren Anthony and Padilla Zellmer Dolores
Bought by
Cain William B and Cain Mary Sue

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$127,900
Interest Rate
8.53%
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
Le Danielle $510,000 First American Title
Minney Steven $290,000 Lawyers Title
Sherreitt Craig Patrick -- None Available
Sherreitt Craig Patrick -- Fnt
Sherreitt Craig Patrick -- Fidelity National Title Co
Sherreitt Craig Patrick -- --
Sherreitt Craig Patrick $245,000 Equity Title Company
Cain William B $160,000 Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Le Danielle $310,000
Previous Owner Minney Steven $260,710
Previous Owner Sherreitt Craig Patrick $100,000
Previous Owner Sherreitt Craig Patrick $59,000
Previous Owner Cain William B $127,900
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
12/21/2022 12/21/22 Sold $510,000 -3.6% $553 / Sq Ft
11/10/2022 11/10/22 For Sale $529,000 +82.4% $574 / Sq Ft
05/31/2013 05/31/13 Sold $290,000 -3.0% $305 / Sq Ft View Prior Sale
04/23/2013 04/23/13 Pending -- -- --
04/01/2013 04/01/13 Price Changed $299,000 -6.5% $314 / Sq Ft
03/23/2013 03/23/13 For Sale $319,900 -- $336 / 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 $5,378 $530,604 $414,632 $115,972
2024 $5,378 $520,200 $406,501 $113,699
2023 $5,254 $510,000 $398,530 $111,470
2022 $3,521 $336,513 $226,127 $110,386
2021 $3,007 $329,915 $221,693 $108,222
2020 $3,428 $326,533 $219,420 $107,113
2019 $3,804 $320,131 $215,118 $105,013
2018 $3,748 $313,854 $210,900 $102,954
2017 $3,791 $307,700 $206,764 $100,936
2016 $4,055 $301,667 $202,710 $98,957
2015 $4,159 $297,136 $199,665 $97,471
2014 $4,079 $291,316 $195,754 $95,562
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC22234518

California Regional Multiple Listing Service (CRMLS)

APN: 931-956-61