R
Seller's Agent in 2018
Richard Stuart
Coldwell Banker Realty
23 Bergenia Rancho Santa Margarita, CA 92688
Estimated Value: $978,000 - $1,055,000
2
Beds
2
Baths
1,211
Sq Ft
$835/Sq Ft
Est. Value
Highlights
- In Ground Pool
- Primary Bedroom Suite
- Main Floor Primary Bedroom
- Trabuco Mesa Elementary School Rated A
- Open Floorplan
- 5-minute walk to Rancho Santa Margarita Lake Park
About This Home
As of March 2018Charming detached single family home located in the highly desirable Montecito Tract. Living room features a large picturesque window, vaulted ceiling and brick fireplace. The open floor plan features a dining room and kitchen that both overlook the backyard with French doors that lead to the pool and spa with custom rock waterfall and diving board. The private master bedroom also includes French doors with access to the pool featured backyard, large closet and master bath featuring two vanities with remodeled tiled shower. Direct two car garage access. Close to schools, shopping, entertainment, parks and restaurants. All the convenience that RSM has to offer! No Mello Roos
Last Agent to Sell the Property
Richard Stuart
Coldwell Banker Realty License #01314551 Listed on: 01/22/2018
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $3,685
Year Built
- Built in 1987
Lot Details
- 4,500 Sq Ft Lot
- Lawn
- Garden
- Back and Front Yard
HOA Fees
- $55 Monthly HOA Fees
Parking
- 2 Car Garage
- Parking Available
- Garage Door Opener
Home Design
- Mediterranean Architecture
- Slab Foundation
- Spanish Tile Roof
- Stucco
Interior Spaces
- 1,211 Sq Ft Home
- Open Floorplan
- Window Screens
- Living Room with Fireplace
- Dining Room
- Tile Flooring
Kitchen
- Gas Oven
- Gas Cooktop
- Microwave
- Dishwasher
- Tile Countertops
- Disposal
Bedrooms and Bathrooms
- 2 Main Level Bedrooms
- Primary Bedroom on Main
- Primary Bedroom Suite
- 2 Full Bathrooms
- Dual Vanity Sinks in Primary Bathroom
- Bathtub with Shower
Laundry
- Laundry Room
- Laundry in Garage
- Gas And Electric Dryer Hookup
Outdoor Features
- In Ground Pool
- Slab Porch or Patio
- Exterior Lighting
Schools
- Trabuco Mesa Elementary School
- Rancho Santa Margarita Middle School
- Trabucco Hills High School
Utilities
- Forced Air Heating and Cooling System
Listing and Financial Details
- Tax Lot 8
- Tax Tract Number 12465
- Assessor Parcel Number 83328408
Community Details
Overview
- Samlarc Association, Phone Number (949) 709-0010
- Secondary HOA Phone (949) 218-0900
Amenities
- Community Fire Pit
- Community Barbecue Grill
- Picnic Area
Recreation
- Community Pool
- Community Spa
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jan 22, 2018
Closed on
Feb 27, 2018
Sold by
Morris Richard Ivon
Bought by
Ayers Richard Lee and Ayers Lorene Gail
Seller's Agent
Richard Stuart
Coldwell Banker Realty
Buyer's Agent
Val Montefu
Landmark Realtors
List Price
$575,000
Sold Price
$590,590
Premium/Discount to List
$15,590
2.71%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$420,502
Avg. Annual Appreciation
7.28%
Original Mortgage
$472,472
Outstanding Balance
$397,315
Interest Rate
3.62%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$613,777
Purchase Details
Closed on
May 6, 2004
Sold by
Morris Richard Ivan
Bought by
Morris Richard Ivan
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$202,000
Interest Rate
5.5%
Mortgage Type
New Conventional
Purchase Details
Closed on
Mar 16, 2002
Sold by
Morris Lyvonne Arlis
Bought by
Morris Richard Ivan
Purchase Details
Closed on
Jan 24, 2000
Sold by
Richard Morris
Bought by
Morris Richard I and Morris Lyvonne Arlis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$176,000
Interest Rate
7.87%
Mortgage Type
Stand Alone First
Purchase Details
Closed on
Feb 23, 1996
Sold by
Morris Richard I and Morris Lyvonne A
Bought by
Morris Richard I
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$142,750
Interest Rate
7.1%
Purchase Details
Closed on
Feb 16, 1996
Sold by
Morris Richard I
Bought by
Morris Richard I and Morris Lyvonne A
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$142,750
Interest Rate
7.1%
Purchase Details
Closed on
Jul 29, 1994
Sold by
Morris Richard I and Morris Lyvonne A
Bought by
Morris Richard I
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 |
|---|---|---|---|
| Ayers Richard Lee | $591,000 | Equity Title | |
| Morris Richard Ivan | -- | Commonwealth Title | |
| Morris Richard Ivan | $1,000 | -- | |
| Morris Richard I | -- | Chicago Title Co | |
| Morris Richard I | -- | -- | |
| Morris Richard I | -- | Fidelity National Title Ins | |
| Morris Richard I | -- | Chicago Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Ayers Richard Lee | $472,472 | |
| Previous Owner | Morris Richard Ivan | $202,000 | |
| Previous Owner | Morris Richard I | $176,000 | |
| Previous Owner | Morris Richard I | $142,750 | |
| Closed | Morris Richard Ivan | $15,000 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 03/05/2018 03/05/18 | Sold | $590,590 | +2.7% | $488 / Sq Ft |
| 01/22/2018 01/22/18 | For Sale | $575,000 | -- | $475 / 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 | $3,685 | $369,309 | $64,729 | $304,580 |
| 2024 | $3,685 | $362,068 | $63,460 | $298,608 |
| 2023 | $3,597 | $354,969 | $62,216 | $292,753 |
| 2022 | $3,533 | $348,009 | $60,996 | $287,013 |
| 2021 | $2,729 | $341,186 | $59,800 | $281,386 |
| 2020 | $3,432 | $337,688 | $59,187 | $278,501 |
| 2019 | $3,482 | $331,067 | $58,026 | $273,041 |
| 2018 | $2,844 | $260,197 | $92,600 | $167,597 |
| 2017 | $2,837 | $255,096 | $90,785 | $164,311 |
| 2016 | $3,295 | $250,095 | $89,005 | $161,090 |
| 2015 | $3,429 | $246,339 | $87,668 | $158,671 |
| 2014 | $3,376 | $241,514 | $85,951 | $155,563 |
Source: Public Records
Agents Affiliated with this Home
-
-
Janna Mooney
Seller Co-Listing Agent in 2018
Janna Mooney
Coldwell Banker Realty
(714) 883-4953
17 in this area
81 Total Sales
-
Val Montefu
V
Buyer's Agent in 2018
Val Montefu
Landmark Realtors
(949) 470-3600
5 in this area
21 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC18017879
APN: 833-284-08
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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