NOT LISTED FOR SALE

Estimated Value: $3,525,000 - $4,395,000

5 Beds
5.5 Baths
5,866 Sq Ft
$698/Sq Ft Est. Value

Last Sold July 07, 2021

Last sale price $2,970,000 $506 Per Sq Ft

Est. 38% increase in value since last sale

Current estimated payment $25,119/month

12 Days on Market

Highlights

  • Heated Spa
  • Primary Bedroom Suite
  • Atrium Room
  • Valencia Elementary Rated A
  • City Lights View
  • Clubhouse

About This Home

As of July 2021

Peaceful and Private Mediterranean Retreat nestled at the end of a quiet cul-de-sac in the newer Altamura enclave of Nellie Gail Ranch. This elegant home provides exceptional privacy and a luxurious, resort-like feel. Indoor and outdoor spaces combine in this Altamura plan 3 home to provide refreshment for the body and soul. An interior atrium with a double-sided fireplace provides a lush and peaceful sanctuary and the formal dining room overlooks a serene garden alcove and fountain. The backyard is lush, peaceful, and exceedingly private. It features a complete outdoor kitchen for poolside entertaining and a large saltwater pool and spa designed with exquisite stonework and the finest detail. With approximately 5,866 square feet of luxury living space and a 4-car garage, the home features 5 en-suite bedrooms (including 1 on the main level), 5.5 baths, A spare-no-expense dream kitchen designed for entertaining opens into an expansive great room with a dramatic fireplace hearth and custom carved entertainment center. French doors from the library/home office open into an elegant living room with a stunning designer window and fireplace. The glamorous and spacious master suite features a romantic fireplace, a retreat with sweeping city and mountain views, and highly-upgraded walk-in closets. The palatial master bathroom rivals the finest hotels, featuring stone and marble custom fixtures, a luxurious soaking tub and walk-in spa shower, and a spacious, private balcony overlooking the courtyard. With numerous technological upgrades, impressive architectural detail and tranquil outdoor settings, this home beautifully infuses modern family living with old world Tuscan charm. Feature list: Expansive bonus room and loft, four-car garage with epoxy flooring, mudroom with laundry sink and bench seat, laundry room on the upper level with storage cabinets, laundry sink and travertine flooring, four fireplaces, gorgeous Brazilian Cherry hardwood flooring, Sub-Zero refrigerator, Wolf 6-burner gas range, Wolf double ovens, Wolf microwave, two dishwashers, Butler’s pantry, oversized walk-in food pantry, breakfast nook, granite kitchen countertops, custom cabinetry, mosaic and travertine backsplash, custom hood with hand-painted detail, music system throughout with in-ceiling surround sound, Alarm.com smart security system, Rachio smart irrigation system, Nest Protect Smoke Alarms, Nest Doorbell, Nest Connect HVAC, Built-in Lynx BBQ.

Last Agent to Sell the Property

John Holmes

Lawyers Realty Group License #00957800 Listed on: 05/25/2021

Last Buyer's Agent

Xiaolin Sun

Universal Elite Inc. License #01966998

Universal Elite Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $32,527

Year Built

  • Built in 2004

Lot Details

  • 0.29 Acre Lot
  • Cul-De-Sac
  • Sprinklers on Timer
  • Private Yard
  • Back and Front Yard

HOA Fees

  • $157 Monthly HOA Fees

Parking

  • 4 Car Direct Access Garage
  • Parking Available

Property Views

  • City Lights
  • Mountain
  • Neighborhood

Home Design

  • Mediterranean Architecture
  • Slab Foundation
  • Tile Roof

Interior Spaces

  • 5,866 Sq Ft Home
  • 2-Story Property
  • Wired For Sound
  • Built-In Features
  • High Ceiling
  • Entryway
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Home Office
  • Library
  • Bonus Room
  • Atrium Room

Kitchen

  • Breakfast Area or Nook
  • Open to Family Room
  • Eat-In Kitchen
  • Walk-In Pantry
  • Butlers Pantry
  • Double Oven
  • Six Burner Stove
  • Gas Range
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Wood
  • Stone

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Retreat
  • Fireplace in Primary Bedroom Retreat
  • Primary Bedroom Suite
  • Walk-In Closet

Laundry

  • Laundry Room
  • Laundry on upper level

Pool

  • Heated Spa
  • In Ground Spa
  • Saltwater Pool

Outdoor Features

  • Balcony
  • Exterior Lighting
  • Rain Gutters

Schools

  • Valencia Elementary School
  • La Paz Middle School
  • Laguna Hills High School

Utilities

  • Forced Air Zoned Cooling and Heating System

Listing and Financial Details

  • Tax Lot 43
  • Tax Tract Number 16179
  • Assessor Parcel Number 62772110

Community Details

Overview

  • Nellie Gail Association, Phone Number (949) 425-1477
  • Nellie Gail Subdivision

Recreation

  • Tennis Courts
  • Community Playground
  • Community Pool
  • Horse Trails
  • Hiking Trails

Additional Features

  • Clubhouse
  • Security Service

Home Details

Home Type

Single Family

Est. Annual Taxes

$32,527

Year Built

Built in 2004

Lot Details

0

HOA Fees

$157 per month

Parking

4

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Nellie Gail (NG)
  • View: Yes
  • Architectural Style: Mediterranean
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 62772110
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 5866.00 Square Feet
  • Interior Amenities: Balcony, Built-in Features, Granite Counters, High Ceilings, Pantry, Wired for Sound
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Stone, Wood
  • Appliances: Yes
  • Full Bathrooms: 5
  • Full And Three Quarter Bathrooms: 5
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Area, Breakfast Nook, Family Kitchen, Dining Room
  • Fireplace Features: Family Room, Living Room, Master Retreat
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 506.31
  • Room Type: Atrium, Bonus Room, Entry, Family Room, Kitchen, Laundry, Library, Living Room, Main Floor Bedroom, Master Suite, Office, Retreat, Separate Family Room, Walk-In Closet, Walk-In Pantry
  • Spa Features: Heated, In Ground
  • Room Kitchen Features: Butler's Pantry, Granite Counters, Kitchen Island, Kitchen Open To Family Room, Walk-In Pantry

Exterior Features

  • Foundation: Slab
  • View: City Lights, Mountain(s), Neighborhood
  • Pool Features: Private, Heated, Salt Water
  • Pool Private: Yes
  • Roof: Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 4.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage
  • Total Parking Spaces: 4.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Double Oven, Disposal, Gas Range, Microwave, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Individual Room, Inside, Upper Level
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Zoned
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Playground, Tennis Court(s), Hiking Trails, Horse Trails, Clubhouse, Security
  • Association Fee: 157.00
  • Association Fee Frequency: Monthly
  • Association Name: Nellie Gail
  • Phone: 949-425-1477
  • Senior Community: No
  • Community Features: Curbs, Gutters, Horse Trails, Street Lights
  • Association Management: Nellie Gail

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Valencia
  • Middle School: La Paz
  • High School: Laguna Hills
  • Elementary School: Valencia
  • High School: Laguna Hills
  • Middle Or Junior School: La Paz
  • Elementary School #2: VALENC
  • High School2: LAGHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard, Lot 10000-19999 Sqft, Sprinklers Timer, Yard
  • Lot Size Sq Ft: 12836.00
  • Lot Size Acres: 0.2947

Multi Family

  • Lease Considered: No
  • Lot Size Area: 12836.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.28
  • Tax Lot: 43
  • Tax Tract Number: 16179

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Sep 9, 2021
Sold by
Liu Ziuzhi
Bought by
Xiuzhi Liu 1010 Family Trust and Liu
Current Estimated Value
$4,091,651

Purchase Details

Listed on
May 25, 2021
Closed on
Jun 11, 2021
Sold by
Lewis Derik N and Lewis Andreana M
Bought by
Liu Xiuzhi
Seller's Agent
John Holmes
Lawyers Realty Group
Buyer's Agent
Xiaolin Sun
Universal Elite Inc.
List Price
$3,298,000
Sold Price
$2,970,000
Premium/Discount to List
-$328,000
-9.95%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.01%
Original Mortgage
$2,079,000
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Listed on
Mar 28, 2014
Closed on
Aug 21, 2014
Sold by
Lewis Derik N
Bought by
The And7 Living Trust
Seller's Agent
Joe Juliani
Juliani and Associates
Buyer's Agent
NoEmail NoEmail
NONMEMBER MRML
List Price
$1,700,000
Sold Price
$2,000,000
Premium/Discount to List
$300,000
17.65%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.91%
Original Mortgage
$1,600,000
Interest Rate
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Listed on
Mar 28, 2014
Closed on
Jul 28, 2014
Sold by
Lewis Andreana M
Bought by
Lewis Derik N
Seller's Agent
Joe Juliani
Juliani and Associates
Buyer's Agent
NoEmail NoEmail
NONMEMBER MRML
List Price
$1,700,000
Sold Price
$2,000,000
Premium/Discount to List
$300,000
17.65%

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
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Listed on
Mar 28, 2014
Closed on
Jul 25, 2014
Sold by
Montgomery Jeffrey S and Montgomery Marcee M
Bought by
Lewis Derik N
Seller's Agent
Joe Juliani
Juliani and Associates
Buyer's Agent
NoEmail NoEmail
NONMEMBER MRML
List Price
$1,700,000
Sold Price
$2,000,000
Premium/Discount to List
$300,000
17.65%

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
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Apr 22, 2004
Sold by
William Lyon Homes Inc
Bought by
Montgomery Jeffrey S and Montgomery Marcee M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,619,900
Interest Rate
3.97%
Mortgage Type
Purchase Money Mortgage
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
Xiuzhi Liu 1010 Family Trust -- None Listed On Document
Liu Xiuzhi $2,970,000 Fidelity Natl Ttl Orange Cnt
The And7 Living Trust -- None Available
Lewis Derik N -- First American Title Company
Lewis Derik N $2,000,000 First American Title Company
Montgomery Jeffrey S $2,160,000 Fidelity National Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Liu Xiuzhi $2,079,000
Previous Owner The And7 Living Trust $1,200,000
Previous Owner Lewis Derik N $1,600,000
Previous Owner Montgomery Jeffrey S $1,532,000
Previous Owner Montgomery Jeffrey S $1,000,000
Previous Owner Montgomery Jeffrey S $325,000
Previous Owner Montgomery Jeffrey S $1,500,000
Previous Owner Montgomery Jeffrey S $300,000
Previous Owner Montgomery Jeffrey S $1,619,900
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/07/2021 07/07/21 Sold $2,970,000 -0.6% $506 / Sq Ft
06/07/2021 06/07/21 Pending -- -- --
06/02/2021 06/02/21 Price Changed $2,988,000 -9.4% $509 / Sq Ft
05/25/2021 05/25/21 For Sale $3,298,000 +64.9% $562 / Sq Ft
08/19/2014 08/19/14 Sold $2,000,000 0.0% $364 / Sq Ft
07/23/2014 07/23/14 Price Changed $2,000,000 +17.6% $364 / Sq Ft
03/28/2014 03/28/14 Pending -- -- --
03/28/2014 03/28/14 For Sale $1,700,000 -- $309 / 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 $32,527 $3,225,034 $1,556,463 $1,668,571
2024 $32,527 $3,161,799 $1,525,945 $1,635,854
2023 $31,759 $3,099,803 $1,496,024 $1,603,779
2022 $30,486 $2,970,000 $1,466,690 $1,503,310
2021 $22,792 $2,220,647 $829,136 $1,391,511
2020 $22,589 $2,197,877 $820,634 $1,377,243
2019 $22,137 $2,154,782 $804,543 $1,350,239
2018 $21,724 $2,112,532 $788,768 $1,323,764
2017 $21,292 $2,071,110 $773,302 $1,297,808
2016 $20,941 $2,030,500 $758,139 $1,272,361
2015 $20,690 $2,000,000 $746,751 $1,253,249
2014 $21,164 $2,057,000 $1,357,000 $700,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21107202

California Regional Multiple Listing Service (CRMLS)

APN: 627-721-10