J
Seller's Agent in 2013
John Hoover
Surterre Properties Inc.
228 Agate Ave Newport Beach, CA 92662
Balboa Island NeighborhoodEstimated Value: $4,305,000 - $5,404,000
4
Beds
2.5
Baths
2,415
Sq Ft
$1,920/Sq Ft
Est. Value
Highlights
- Rooftop Deck
- Primary Bedroom Suite
- Open Floorplan
- Abraham Lincoln Elementary School Rated A
- Peek-A-Boo Views
- 3-minute walk to Balboa Island Park
About This Home
As of November 2013Enjoy Balboa Island living at its finest. This fabulous custom home recently and extensively remodeled, is well situated at the quiet end of Balboa Island, just steps away from the North Bay front. This superb home offers; on the 2nd floor, spacious master suite with private deck with bay and island views, 3 secondary bedrooms, 2 of which open to a shared deck, plus sunny laundry room with washer and dryer. On the ground floor, light and bright open plan including living room with fireplace and glass doors accessing expansive front patio shaded by retractable awning enclosed by white picket fence, dining, kitchen, den, powder room and attached 2 car garage. Rooftop deck features ample sunning deck plus built-in counter for dining and drinking. Utility closet with refrigerator and freezer retractable awning, high capacity storage room and wonderful bay and city light/Fashion Island views. Additional amenities include; extensive wiring for entertainment systems, whole house water filtration system, security system and much more.
Last Agent to Sell the Property
John Hoover
Surterre Properties Inc. License #00866978 Listed on: 08/13/2013
Last Buyer's Agent
John Hoover
Surterre Properties Inc. License #00866978 Listed on: 08/13/2013
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $31,813
Year Built
- Built in 1995
Lot Details
- 2,550 Sq Ft Lot
- Property fronts an alley
- Vinyl Fence
Parking
- 2 Car Attached Garage
- Rear-Facing Garage
- On-Street Parking
Home Design
- Concrete Roof
- Wood Siding
- Stone Siding
Interior Spaces
- 2,415 Sq Ft Home
- Open Floorplan
- Built-In Features
- Skylights
- Recessed Lighting
- Awning
- Shutters
- Custom Window Coverings
- Stained Glass
- Sliding Doors
- Panel Doors
- Family Room Off Kitchen
- Living Room with Fireplace
- Storage
- Laundry Room
- Peek-A-Boo Views
Kitchen
- Open to Family Room
- Breakfast Bar
- Double Convection Oven
- Gas Cooktop
- Microwave
- Dishwasher
- Kitchen Island
- Granite Countertops
Flooring
- Wood
- Carpet
- Laminate
- Stone
- Tile
Bedrooms and Bathrooms
- 4 Bedrooms
- All Upper Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
- Mirrored Closets Doors
Home Security
- Home Security System
- Fire and Smoke Detector
Outdoor Features
- Rooftop Deck
- Patio
- Exterior Lighting
- Front Porch
Utilities
- Forced Air Heating and Cooling System
- Tankless Water Heater
- Water Purifier
- Water Softener
Community Details
- No Home Owners Association
Listing and Financial Details
- Legal Lot and Block 39 / 200
- Tax Tract Number 99
- Assessor Parcel Number 05007231
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Closed on
Feb 12, 2020
Sold by
Fox Robert Allan
Bought by
Fox Robert Allen
Current Estimated Value
Purchase Details
Listed on
Aug 13, 2013
Closed on
Nov 6, 2013
Sold by
Fox Michelle Margaret
Bought by
Fox Robert Allan
Seller's Agent
John Hoover
Surterre Properties Inc.
Buyer's Agent
John Hoover
Surterre Properties Inc.
List Price
$2,495,000
Sold Price
$2,275,000
Premium/Discount to List
-$220,000
-8.82%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.19%
Original Mortgage
$1,600,000
Interest Rate
2.9%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Closed on
Sep 10, 2013
Sold by
Wynne Gordon C and Wynne Penelope
Bought by
Fox Robert Allen and Fox Michelle Margaret
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,600,000
Interest Rate
2.9%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Closed on
Dec 4, 2012
Sold by
Wynne Gordon C and Wynne Penelope
Bought by
Wynne Gordon C and Wynne Penelope
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,200,000
Interest Rate
1.87%
Mortgage Type
New Conventional
Purchase Details
Closed on
Nov 9, 2012
Sold by
Morrow Pamela
Bought by
Wynne Gordon Clark and Wynne Penelope Wiles
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,200,000
Interest Rate
1.87%
Mortgage Type
New Conventional
Purchase Details
Closed on
Aug 9, 1999
Sold by
Eugene Lippnik and Eugene Karen
Bought by
Ppm Partnership
Purchase Details
Closed on
Dec 18, 1995
Sold by
Davis Donald Glardon
Bought by
Lippnik Eugene J and Lippnik Karen M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$410,000
Interest Rate
7.37%
Purchase Details
Closed on
Dec 5, 1994
Sold by
Martin Theodore W and Martin Thomas Owen
Bought by
Davis Donald Glardon and Davis 1989 Trust
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
9.1%
Purchase Details
Closed on
Aug 9, 1993
Sold by
Martin Thomas O
Bought by
Martin Theodore W
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Fox Robert Allen | -- | None Available | |
| Fox Robert Allan | -- | None Available | |
| Fox Michelle Margaret | -- | None Available | |
| Fox Robert Allen | -- | None Available | |
| Wynne Gordon C | -- | Accommodation | |
| Wynne Gordon Clark | $1,350,000 | None Available | |
| Morrow Pamela | -- | None Available | |
| Ppm Partnership | $1,175,000 | Stewart Title | |
| Lippnik Eugene J | $807,500 | California Counties Title Co | |
| Davis Donald Glardon | $500,000 | California Counties Title Co | |
| Martin Theodore W | -- | California Counties Title Co | |
| Martin Theodore W | -- | California Counties Title Co | |
| Martin Theodore W | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Fox Robert Allan | $1,235,000 | |
| Closed | Fox Robert Allan | $1,235,000 | |
| Previous Owner | Fox Robert Allen | $1,600,000 | |
| Previous Owner | Wynne Gordon C | $1,200,000 | |
| Previous Owner | Lippnik Eugene J | $513,000 | |
| Previous Owner | Lippnik Eugene J | $410,000 | |
| Previous Owner | Davis Donald Glardon | $400,000 | |
| Closed | Lippnik Eugene J | $236,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 11/12/2013 11/12/13 | Sold | $2,275,000 | -8.8% | $942 / Sq Ft |
| 08/13/2013 08/13/13 | For Sale | $2,495,000 | -- | $1,033 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $31,813 | $2,788,834 | $2,465,581 | $323,253 |
| 2024 | $31,813 | $2,734,151 | $2,417,236 | $316,915 |
| 2023 | $31,038 | $2,680,541 | $2,369,840 | $310,701 |
| 2022 | $28,009 | $2,627,982 | $2,323,373 | $304,609 |
| 2021 | $27,472 | $2,576,453 | $2,277,816 | $298,637 |
| 2020 | $27,208 | $2,550,035 | $2,254,460 | $295,575 |
| 2019 | $26,644 | $2,500,035 | $2,210,255 | $289,780 |
| 2018 | $26,112 | $2,451,015 | $2,166,916 | $284,099 |
| 2017 | $25,650 | $2,402,956 | $2,124,427 | $278,529 |
| 2016 | $25,073 | $2,355,840 | $2,082,772 | $273,068 |
| 2015 | $24,838 | $2,320,454 | $2,051,487 | $268,967 |
| 2014 | $24,252 | $2,275,000 | $2,011,301 | $263,699 |
Source: Public Records
Agents Affiliated with this Home
-
-
T
Seller Co-Listing Agent in 2013
Thomas (t.j) Walsh
Coldwell Banker Realty
(949) 395-1177
27 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: NP13162964
APN: 050-072-31
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