NOT LISTED FOR SALE

Estimated Value: $5,721,000 - $6,317,000

4 Beds
4.5 Baths
3,600 Sq Ft
$1,645/Sq Ft Est. Value

Last Sold July 21, 2014

Last sale price $3,245,000 $901 Per Sq Ft

Est. 82% increase in value since last sale

Current estimated payment $33,621/month

335 Days on Market

Highlights

  • Boat Dock
  • Cape Cod Architecture
  • Fireplace in Primary Bedroom
  • Newport Elementary School Rated A
  • Clubhouse
  • 1-minute walk to Genoa Park

About This Home

As of July 2014

Designer perfect Cape Cod home newly constructed in 2009 affords four bedrooms and four and one half baths. Situated on an oversize lot (45’ x 88’) Sophisticated yet versatile this spacious floor plan allows for casual “Al Fresco” dining or an elegant dinner party in the formal dining room. The gourmet kitchen opens to the Great Room and consists of top of the line appliances (2-Bosch dishwashers, 2- sub zero refrigerators, Dacor 6 burner gas range and warming drawer). Attention to detail was not spared: Custom Pecan distressed flooring, richly appointed mouldings throughout and four separate fireplaces. Neighborhood amenities: Yacht Club and sailing program, Bay front Clubhouse, three Tennis courts, and parks.

Last Agent to Sell the Property

Ginny Berg

Surterre Properties Inc. License #01386358 Listed on: 07/18/2013

Co-Listed By

Nancy Hodgkinson

Surterre Properties Inc. License #01851277

Last Buyer's Agent

Ginny Berg

Surterre Properties Inc. License #01386358 Listed on: 07/18/2013

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $18,118

Year Built

  • Built in 2009

Lot Details

  • 3,960 Sq Ft Lot
  • Wood Fence
  • Sprinkler System
  • Lawn

HOA Fees

  • $100 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Cape Cod Architecture
  • Turnkey
  • Slab Foundation
  • Slate Roof
  • Wood Siding
  • Shingle Siding

Interior Spaces

  • 3,600 Sq Ft Home
  • Wainscoting
  • Custom Window Coverings
  • French Doors
  • Sliding Doors
  • Family Room with Fireplace
  • Living Room with Fireplace
  • Family or Dining Combination
  • Laundry Room

Kitchen

  • Self-Cleaning Convection Oven
  • Six Burner Stove
  • Warming Drawer
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Fireplace in Primary Bedroom
  • All Upper Level Bedrooms
  • Walk-In Closet
  • Jack-and-Jill Bathroom

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Outdoor Features

  • Outdoor Fireplace
  • Exterior Lighting

Utilities

  • Central Heating and Cooling System
  • Tankless Water Heater
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 957
  • Tax Tract Number 907
  • Assessor Parcel Number 42315202

Community Details

Amenities

  • Community Barbecue Grill
  • Clubhouse
  • Banquet Facilities
  • Meeting Room
  • Laundry Facilities

Recreation

  • Boat Dock
  • Tennis Courts

Home Details

Home Type

Single Family

Est. Annual Taxes

$18,118

Year Built

Built in 2009

Lot Details

0

HOA Fees

$100 per month

Parking

2

Listing Details

  • Assessments: No
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Lido Island (LIDO)
  • View: No
  • Architectural Style: Cape Cod
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 42315202
  • Year Built: 2009
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3600.00
  • Interior Amenities: Wainscoting
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Three Quarter Bathrooms: 2
  • Total Bedrooms: 4
  • Door Features: French Doors, Sliding Doors
  • Eating Area: In Family Room, Dining Room
  • Fireplace Features: Family Room, Living Room, Master Bedroom, Outside
  • Levels: Two
  • Price Per Square Foot: 901.39
  • Room Type: All Bedrooms Up, Jack & Jill, Walk-In Closet
  • Window Features: Custom Covering
  • Room Kitchen Features: Kitchen Island

Exterior Features

  • Foundation: Slab
  • Exterior Features: Lighting
  • Fence: Yes
  • Fencing: Wood
  • Pool Private: No
  • Roof: Slate
  • Spa: No
  • Construction Materials: Shingle Siding, Wood Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Sewer Connected, Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Convection Oven, Dishwasher, Disposal, Microwave, Refrigerator, Self Cleaning Oven, Tankless Water Heater, Warming Drawer
  • Heating Type: Central
  • Laundry Features: Common Area, Inside
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Banquet Facilities, Clubhouse, Dock, Meeting Room, Tennis Court(s)
  • Association Fee: 100.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights, Storm Drains

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Lot Features: Lawn, Sprinkler System, Walkstreet
  • Lot Size Sq Ft: 3960.00
  • Lot Size Acres: 0.0910

Multi Family

  • Lease Considered: No
  • Lot Size Area: 3960.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 957
  • Tax Tract Number: 907

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 18, 2013
Closed on
Jun 20, 2014
Sold by
Harden Stephen R and Harden Barbara W
Bought by
Greene Family Trust
Seller's Agent
Ginny Berg
Surterre Properties Inc.
Buyer's Agent
Ginny Berg
Surterre Properties Inc.
List Price
$3,698,000
Sold Price
$3,245,000
Premium/Discount to List
-$453,000
-12.25%
Current Estimated Value
$5,920,791

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,675,791
Avg. Annual Appreciation
5.54%
Original Mortgage
$400,000
Interest Rate
4.1%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Feb 11, 2011
Sold by
Njb Design Llc
Bought by
Harden Stephen R and Harden Barbara W

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,229,500
Interest Rate
5.02%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Feb 4, 2008
Sold by
Tate Arthur W and Tate Maureen M
Bought by
Orange Coast Residential Properties Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,478,000
Interest Rate
6.04%
Mortgage Type
Construction

Purchase Details

Closed on
Sep 27, 2005
Sold by
Weingarden William F
Bought by
Tate Arthur W and Tate Maureen M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$500,000
Interest Rate
5.74%
Mortgage Type
Stand Alone Second

Purchase Details

Closed on
Jun 15, 2005
Sold by
Weingarden Mary Ellen and Skolnik Steven
Bought by
Weingarden William F and The Weingarden Survivors Trust
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
Greene Family Trust $3,245,000 Ticor Title Company
Harden Stephen R -- Orange Coast Title Company O
Orange Coast Residential Properties Llc -- Fidelity National Title Co
Njb Design Llc $1,700,000 Fidelity National Title Co
Tate Arthur W $2,025,000 Ftc Gardena
Weingarden William F -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Greene Family Trust $1,000,000
Closed Greene James Brendle $400,000
Closed Greene Family Trust $600,000
Previous Owner Harden Stephen R $2,229,500
Previous Owner Njb Design Llc $2,478,000
Previous Owner Tate Arthur W $500,000
Previous Owner Tate Arthur W $1,316,250
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/21/2014 07/21/14 Sold $3,245,000 -7.2% $901 / Sq Ft
06/18/2014 06/18/14 Pending -- -- --
05/20/2014 05/20/14 Price Changed $3,495,000 -5.5% $971 / Sq Ft
07/18/2013 07/18/13 For Sale $3,698,000 -- $1,027 / 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 $18,118 $1,718,214 $720,782 $997,432
2024 $18,118 $1,684,524 $706,649 $977,875
2023 $17,693 $1,651,495 $692,794 $958,701
2022 $17,398 $1,619,113 $679,210 $939,903
2021 $17,065 $1,587,366 $665,892 $921,474
2020 $16,901 $1,571,090 $659,064 $912,026
2019 $16,554 $1,540,285 $646,141 $894,144
2018 $16,225 $1,510,084 $633,472 $876,612
2017 $15,938 $1,480,475 $621,051 $859,424
2016 $15,581 $1,451,447 $608,874 $842,573
2015 $15,355 $1,422,192 $599,728 $822,464
2014 $24,628 $2,310,696 $1,600,011 $710,685
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP13141580

California Regional Multiple Listing Service (CRMLS)

APN: 423-152-02