NOT LISTED FOR SALE

Estimated Value: $628,000 - $654,393

2 Beds
2 Baths
995 Sq Ft
$495/mo HOA Fee

Last Sold August 12, 2024

Last sale price $649,000 $652 Per Sq Ft

Est. 2% decrease in value since last sale

Current estimated payment $4,425/month

37 Days on Market

Highlights

  • Unit is on the top floor
  • Primary Bedroom Suite
  • Vaulted Ceiling
  • Twin Creeks Elementary School Rated A
  • Deck
  • Park or Greenbelt View

About This Home

As of August 2024

Dont miss this adorable penthouse condo in San Ramon. This penthouse unit features 1 primary suite with a private bathroom, a 2nd bedroom and a full hall bathroom and laundry room. Additionally, you will find central heating and AC with vaulted ceilings in the formal living room with a fireplace and access to the private deck. Come and see to appreciate it. Great San Ramon neighborhood with excellent schools and shopping in walking distance. Premium location in the complex with close 2 car carport and near pool. Have fun in the sun while cooling off in the newly renovated pool/spa or relax on your private deck. Close to the City Center, freeway access 580/680, restaurants, medical offices! HOA features include community pool, garbage, hot water, insurance, exterior maintenance, greenbelt and management fees. This property is located in a High Cost Area. For first time home buyers with income less than $15,820/mo, the High Cost Area Program offers up to $20,798 in credits to buy-down the current interest rate.

Last Agent to Sell the Property

Sabine Dillion

KW Advisors License #01213968 Listed on: 05/15/2024

KW Advisors

Last Buyer's Agent

Justin Paek

KW Advisors East Bay License #01380837

KW Advisors East Bay

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,727

Year Built

  • Built in 1985

Lot Details

  • 1,089

HOA Fees

  • $495 Monthly HOA Fees

Parking

  • 2 Carport Spaces

Interior Spaces

  • 995 Sq Ft Home
  • 1-Story Property
  • Vaulted Ceiling
  • Ceiling Fan
  • Living Room with Fireplace
  • Dining Area
  • Park or Greenbelt Views
  • Laundry Room

Kitchen

  • Breakfast Bar
  • Corian Countertops

Flooring

  • Carpet
  • Laminate

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Primary Bedroom Suite
  • 2 Full Bathrooms
  • Bathtub with Shower

Outdoor Features

  • Balcony
  • Deck

Additional Features

  • Sprinklers on Timer
  • Unit is on the top floor
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Assessor Parcel Number 209-790-046-4

Community Details

Overview

  • Association fees include common area electricity, decks, garbage, reserves, roof, water
  • Heritage Place HOA
  • Built by Heritage Place

Amenities

  • Sauna

Recreation

  • Community Pool

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,727

Year Built

Built in 1985

Lot Details

0

HOA Fees

$495 per month

Listing Details

  • Subclass: Condominium
  • Building Number: 20
  • Age: 39
  • Listing Class: Residential
  • Structure Sq Ft: 995
  • Complex Name: Heritage Place
  • Year Built: 1985
  • Zoning Description: R1
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Family Room: No Family Room
  • Fireplace: Living Room
  • Dining Room: Breakfast Bar, Dining Area
  • Kitchen: Countertop - Solid Surface / Corian
  • Living Sq Ft: 995
  • Stories: 1
  • Bedrooms: Primary Suite / Retreat
  • Laundry: Inside
  • Flooring: Carpet, Laminate
  • Additional Rooms: Laundry Room
  • Fireplaces Min: 1
  • Maximum Numberof Bedrooms: 2
  • Minimum Numberof Bedrooms: 2
  • Full Bathrooms: 2
  • Total Bedrooms: 2
  • Bathroom: Shower and Tub
  • Fireplace: Yes

Exterior Features

  • View: Greenbelt
  • Yard/Grounds: Balcony / Patio, Deck, Sprinklers - Auto, Sprinklers - Lawn

Garage/Parking

  • Garage Parking Features: Carport, Common Parking Area
  • Carport Min: 2

Utilities

  • Cooling System: Ceiling Fan, Central AC
  • Heating System: Central Forced Air
  • Sewer/Septic System: Sewer - Public

Condo/Co-op/Association

  • HOA Fees: 495
  • HOA Amenities: Community Pool, Sauna / Spa / Hot Tub
  • HOA Documents: Articles of Incorporation, Assoc. Membership Pre-approval Reqd, Budget, Bylaws, CC&RS, Financial Statement, Minutes
  • HOA Fee Frequency: Monthly
  • Association Fees Include: Common Area Electricity, Decks, Garbage, Reserves, Roof, Water
  • H O A Name Text: HERITAGE PLACE HOA
  • H O A Exist: Yes

Association/Amenities

  • Amenities Miscellaneous: High Ceiling, Vaulted Ceiling

Schools

  • School District: San Ramon Valley Unified
  • Elementary School: Twin Creeks Elementary
  • Middle School: Iron Horse Middle
  • High School: California High
  • High School: 27897
  • Elementary School: 27918
  • Middle School: 25347

Lot Info

  • Lot Description: Grade - Level
  • Parcel Number: 209-790-046-4

Multi Family

  • Utilities: Public Utilities
  • Unit Features: Top Floor or Penthouse

MLS Schools

  • High School District Text: San Ramon Valley Unified
  • Elementary School Text: Twin Creeks Elementary
  • High School Text: California High
  • Middle School Text: Iron Horse Middle

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 15, 2024
Closed on
Aug 2, 2024
Sold by
Julian Brette and Julian Tyronne
Bought by
Nguyen Henry Huy Vu and Nguyen Sandy Phan
Seller's Agent
Sabine Dillion
KW Advisors
Buyer's Agent
Justin Paek
KW Advisors East Bay
List Price
$675,000
Sold Price
$649,000
Premium/Discount to List
-$26,000
-3.85%
Views
62
Current Estimated Value
$638,098

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$10,902
Avg. Annual Appreciation
-0.65%
Original Mortgage
$519,200
Outstanding Balance
$514,248
Interest Rate
6.86%
Mortgage Type
New Conventional
Estimated Equity
$130,031

Purchase Details

Closed on
Nov 3, 2021
Sold by
Arno Brette and Julian Tyronne
Bought by
Julian Brette and Julian Tyronne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$144,496
Interest Rate
3.01%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Nov 17, 2020
Sold by
Amo Brette and Amo Brette
Bought by
Amo Brette and Julian Tyronne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$401,250
Interest Rate
2.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 11, 2019
Sold by
Campos Wendy Kurihara
Bought by
Arno Brette

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$25,000
Interest Rate
3.7%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jun 18, 2019
Sold by
Kurihara Wong Wendy
Bought by
Kurihara Campos Wendy

Purchase Details

Closed on
Jul 2, 2018
Sold by
Johnson Scott P and Johnson Susan L
Bought by
Kurihara Wong Wendy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$325,000
Interest Rate
4.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 2, 2005
Sold by
Manha Marie
Bought by
Johnson Scott P and Johnson Susan L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$181,000
Interest Rate
5.72%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Dec 19, 2001
Sold by
Corey Frank J
Bought by
Corey Frank J

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
6.73%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 14, 2001
Sold by
Corey Frank J
Bought by
Corey Frank J

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
6.73%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 2, 2001
Sold by
Corey Frank J
Bought by
Corey Frank J
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
Nguyen Henry Huy Vu $649,000 Chicago Title
Julian Brette -- Servicelink
Amo Brette -- Stewart Title
Arno Brette $500,000 Fidelity National Title Co
Kurihara Campos Wendy -- None Available
Kurihara Wong Wendy $550,000 Chicago Title Company
Johnson Scott P $429,000 Chicago Title Co
Corey Frank J -- North American Title Co
Corey Frank J -- North American Title Co
Corey Frank J -- American Title
Corey Frank J -- American Title Co
Corey Frank J -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Nguyen Henry Huy Vu $519,200
Previous Owner Julian Brette $144,496
Previous Owner Amo Brette $401,250
Previous Owner Arno Brette $400,000
Previous Owner Kurihara Wong Wendy $325,000
Previous Owner Johnson Scott P $181,000
Previous Owner Corey Frank J $100,000
Previous Owner Corey Frank J $100,500
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/12/2024 08/12/24 Sold $649,000 0.0% $652 / Sq Ft
06/21/2024 06/21/24 Pending -- -- --
05/30/2024 05/30/24 Price Changed $649,000 -3.9% $652 / Sq Ft
05/15/2024 05/15/24 For Sale $675,000 -- $678 / Sq Ft
Source: MLSListings

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 $6,727 $649,000 $400,000 $249,000
2024 $6,613 $536,098 $375,269 $160,829
2023 $6,613 $525,587 $367,911 $157,676
2022 $6,602 $515,283 $360,698 $154,585
2021 $6,455 $505,180 $353,626 $151,554
2019 $7,802 $550,000 $380,000 $170,000
2018 $6,199 $491,500 $366,623 $124,877
2017 $5,739 $460,500 $343,499 $117,001
2016 $5,039 $395,000 $294,641 $100,359
2015 $4,543 $350,000 $261,074 $88,926
2014 $4,402 $336,500 $251,003 $85,497
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MLSListings

MLS Number: ML81964908

MLSListings

APN: 209-790-046-4