NOT LISTED FOR SALE

Estimated Value: $949,465 - $986,000

2 Beds
2 Baths
1,607 Sq Ft
$604/Sq Ft Est. Value

Last Sold October 03, 2023

Last sale price $875,000 $544 Per Sq Ft

Est. 11% increase in value since last sale

Current estimated payment $6,369/month

4 Days on Market

Highlights

  • Fitness Center
  • Gated with Attendant
  • View of Trees or Woods
  • Indoor Pool
  • Senior Community
  • Updated Kitchen

About This Home

As of October 2023

Wonderful single level located on a cul-de-sac in the popular guard gated senior community of Casta Del Sol. Recently freshened this sought after floorplan had the atrium area removed to create more usable square footage. High ceilings give the home an open and airy feeling. The kitchen features ample counter and cabinet space, pantry pull out shelves, granite counters and tile backsplash which includes a bay window perfect for growing fresh herbs. The expansive main living space looks out over the private backyard. There is a cozy fireplace just right for chilly evenings. The large master bedroom boasts it's own private glass slider to the back yard and green slope, dual sink vanity, a large soaking tub and a walk-in shower. This customized home features a large walk-in closet with wonderful organizers and drawers. The bathroom skylight gives lots of natural light you will love. The spacious secondary bedroom also has its own glass slider for direct patio access. Laminate and real wood flooring throughout makes cleaning easy and looks great. Plantation shutters, double Payne vinyl windows, 2 smart locks, built-in display cabinet and wine rack are just a few of the many additional upgrades. The large back patio is great to BBQ with friends and family. There is a 2 car garage with extra shelving tbd a pull down ladder into the standup attic. The HVAC system has been updated to be efficient and quiet. HOA covers trash, gardening and exterior paint. Association offers two pools, spa, club house, pickelball, tennis, gym, shuffleboard, clubs and activities and so much more. Trash pickup and outside painting are covered by the association. A 55+ community that one resident must be 55 years and older and any other residents have to be 45 years and older. Lake Mission Viejo membership with fishing, swimming, picnic area, July 4th fireworks and entertainment in the summer. This is a wonderful place to live and thrive!!

Last Agent to Sell the Property

Tom Schulze

Wise Choices Realty License #01264592 Listed on: 09/01/2023

Last Buyer's Agent

Neo Dela Cruz

Engel & Völkers Newport Beach License #01826901

Engel & Völkers Newport Beach

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,551

Year Built

  • Built in 1981 | Remodeled

Lot Details

  • 3,478 Sq Ft Lot
  • Cul-De-Sac
  • Level Lot
  • Zero Lot Line

HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available

Property Views

  • Woods
  • Park or Greenbelt

Home Design

  • Turnkey
  • Planned Development
  • Slab Foundation
  • Tile Roof
  • Stucco

Interior Spaces

  • 1,607 Sq Ft Home
  • 1-Story Property
  • Cathedral Ceiling
  • Ceiling Fan
  • Skylights
  • Recessed Lighting
  • Fireplace With Gas Starter
  • Double Pane Windows
  • Plantation Shutters
  • Blinds
  • Window Screens
  • Entryway
  • Living Room with Fireplace
  • Den

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Free-Standing Range
  • Microwave
  • Water Line To Refrigerator
  • Dishwasher
  • Granite Countertops
  • Pots and Pans Drawers
  • Built-In Trash or Recycling Cabinet
  • Self-Closing Drawers and Cabinet Doors
  • Disposal

Flooring

  • Wood
  • Laminate

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • Walk-In Closet
  • Upgraded Bathroom
  • 2 Full Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Soaking Tub
  • Walk-in Shower
  • Exhaust Fan In Bathroom

Laundry

  • Laundry Room
  • Laundry in Garage
  • Gas And Electric Dryer Hookup

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Accessible Home Design

  • No Interior Steps

Pool

  • Indoor Pool
  • Lap Pool
  • Heated Spa
  • In Ground Spa

Outdoor Features

  • Covered patio or porch
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Forced Air Heating and Cooling System
  • Vented Exhaust Fan
  • 220 Volts in Garage
  • Water Heater
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 35
  • Tax Tract Number 10196
  • Assessor Parcel Number 78610135
  • $20 per year additional tax assessments

Community Details

Overview

  • Senior Community
  • Front Yard Maintenance
  • Master Insurance
  • Casta Del Sol Association, Phone Number (949) 455-4681
  • Lake Mission Viejo Association, Phone Number (949) 770-1313
  • Powerstone HOA
  • Built by Mission Viejo Company
  • Casta Del Sol Carmel Subdivision, Cypress Point Floorplan
  • Maintained Community

Amenities

  • Community Barbecue Grill
  • Clubhouse
  • Billiard Room
  • Meeting Room

Recreation

  • Tennis Courts
  • Pickleball Courts
  • Sport Court
  • Bocce Ball Court
  • Fitness Center
  • Community Pool
  • Community Spa

Security

  • Gated with Attendant
  • Resident Manager or Management On Site
  • Controlled Access

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,551

Year Built

Built in 1981 | Remodeled

Lot Details

0

HOA Fees

$589 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Other Phone Description: 949-636-2050
  • Property Attached: No
  • Security: Gated with Attendant, Carbon Monoxide Detector(s), Gated Community, Gated with Guard, Smoke Detector(s)
  • Subdivision Name Other: Casta Del Sol - Carmel (CR)
  • View: Yes
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 78610135
  • Year Built: 1981
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1607.00 Square Feet
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fan(s), Granite Counters, High Ceilings, Pantry, Recessed Lighting
  • Stories: 1
  • Entry Location: 1
  • Common Walls: No Common Walls
  • Flooring: Laminate, Wood
  • Accessibility Features: No Interior Steps
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Eating Area: Breakfast Nook
  • Entry Level: 1
  • Fireplace Features: Living Room, Gas Starter
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 544.49
  • Room Type: All Bedrooms Down, Den, Entry, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Walk-In Closet
  • Spa Features: Association, Community, Heated, In Ground
  • Window Features: Blinds, Double Pane Windows, Plantation Shutters, Screens, Skylight(s)
  • Bathroom Features: Bathtub, Shower, Double Sinks In Master Bath, Exhaust Fan(s), Privacy Toilet Door, Soaking Tub, Upgraded, Walk-In Shower
  • Room Kitchen Features: Built-In Trash/Recycling, Pots & Pan Drawers, Remodeled Kitchen, Self-Closing Cabinet Doors, Self-Closing Drawers

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • View: Park/Greenbelt, Trees/Woods
  • Builder Name: Mission Viejo Company
  • Patio And Porch Features: Concrete, Covered, Front Porch, Slab
  • Pool Features: Association, Community, Indoor, Lap
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 1
  • Parking: Yes
  • Parking Features: Garage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Phone Available, Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Free-Standing Range, Disposal, Microwave, Refrigerator, Vented Exhaust Fan, Water Heater, Water Line to Refrigerator
  • Electric: 220 Volts in Garage
  • Heating Type: Central, Forced Air
  • Laundry Features: Gas & Electric Dryer Hookup, In Garage
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Lake Mission Viejo
  • Amenities: Pickleball, Pool, Spa/Hot Tub, Barbecue, Tennis Court(s), Bocce Ball Court, Sport Court, Gym/Ex Room, Clubhouse, Billiard Room, Meeting Room, Insurance, Maintenance Grounds, Trash, Management, Guard, Security, Controlled Access, Maintenance Front Yard
  • Association Fee: 562.00
  • Association #2 Fee: 27.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Casta Del Sol
  • Phone: 949-455-4681
  • Association Phone #2: 949-770-1313
  • Senior Community: Yes
  • Common Interest: Planned Development
  • Community Features: Curbs, Gutters, Sidewalks, Street Lights
  • Association Management: Powerstone

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Level with Street, Zero Lot Line
  • Lot Size Sq Ft: 3478.00
  • Lot Size Acres: 0.0798

Multi Family

  • Lease Considered: No
  • Lot Size Area: 3478.0000 Square Feet
  • Number Of Units In Community: 355
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.37
  • Tax Lot: 35
  • Tax Tract Number: 10196
  • TaxOtherAnnualAssessmentAmount: 20.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 1, 2023
Closed on
Sep 13, 2023
Sold by
Becwar Trust
Bought by
2008 Berthel Family Trust and Berthel
Seller's Agent
Tom Schulze
Wise Choices Realty
Buyer's Agent
Neo Dela Cruz
Engel & Völkers Newport Beach
List Price
$829,900
Sold Price
$875,000
Premium/Discount to List
$45,100
5.43%
Views
17
Current Estimated Value
$971,116

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$96,116
Avg. Annual Appreciation
5.06%

Purchase Details

Listed on
Feb 17, 2023
Closed on
Feb 23, 2023
Sold by
Baele Family Trust
Bought by
Becwar Trust
Seller's Agent
Kelly Arshi
Re/Max First Class
Buyer's Agent
Steve Ruiz
Regency Real Estate Brokers
List Price
$800,000
Sold Price
$810,000
Premium/Discount to List
$10,000
1.25%
Views
52

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
15.07%

Purchase Details

Closed on
May 4, 2016
Sold by
Baele Robert M and Baele Karen E
Bought by
Baele Family Trust

Purchase Details

Closed on
Sep 24, 2007
Sold by
Duffy Edna E
Bought by
Baele Robert and Baele Karen E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$360,000
Interest Rate
6.35%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 13, 2004
Sold by
Kroen Kenneth E and Kroen Dolores A
Bought by
Duffy Edna E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$333,700
Interest Rate
4.87%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 2, 2001
Sold by
Pancer Ernestine
Bought by
Kroen Kenneth E and Kroen Dolores A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$223,200
Interest Rate
7.24%
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
2008 Berthel Family Trust $875,000 Wfg National Title Company
Becwar Trust $810,000 Lawyers Title
Baele Family Trust -- None Available
Baele Robert $547,500 Equity Title Company
Duffy Edna E $499,000 First American Title Co
Kroen Kenneth E $279,000 First American Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Baele Robert $312,000
Previous Owner Baele Robert $328,000
Previous Owner Baele Robert $360,000
Previous Owner Duffy Edna E $132,800
Previous Owner Duffy Edna E $399,200
Previous Owner Duffy Edna E $333,700
Previous Owner Kroen Kenneth E $232,500
Previous Owner Kroen Kenneth E $230,000
Previous Owner Kroen Kenneth E $223,200
Closed Kroen Kenneth E $55,800
Closed Duffy Edna E $140,350
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/03/2023 10/03/23 Sold $875,000 0.0% $544 / Sq Ft
09/05/2023 09/05/23 Pending -- -- --
09/05/2023 09/05/23 Off Market $875,000 -- --
09/01/2023 09/01/23 For Sale $829,900 +2.5% $516 / Sq Ft
03/16/2023 03/16/23 Sold $810,000 +1.3% $504 / Sq Ft
02/20/2023 02/20/23 Pending -- -- --
02/17/2023 02/17/23 For Sale $800,000 -- $498 / 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 $5,551 $564,861 $451,889 $112,972
2024 $5,551 $553,786 $443,029 $110,757
2023 $8,200 $810,000 $652,250 $157,750
2022 $572 $61,596 $24,149 $37,447
2021 $559 $60,389 $23,676 $36,713
2020 $553 $59,770 $23,433 $36,337
2019 $541 $58,599 $22,974 $35,625
2018 $530 $57,450 $22,523 $34,927
2017 $518 $56,324 $22,081 $34,243
2016 $507 $55,220 $21,648 $33,572
2015 $514 $54,391 $21,323 $33,068
2014 $503 $53,326 $20,905 $32,421
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23163341

California Regional Multiple Listing Service (CRMLS)

APN: 786-101-35