NOT LISTED FOR SALE

Estimated Value: $2,964,000 - $3,901,451

4 Beds
5 Baths
4,512 Sq Ft
$771/Sq Ft Est. Value

Last Sold June 20, 2018

Last sale price $2,317,000 $514 Per Sq Ft

Est. 50% increase in value since last sale

Current estimated payment $20,445/month

32 Days on Market

Highlights

  • Solar Power System
  • Primary Bedroom Suite
  • Soaking Tub in Primary Bathroom
  • Silver Oak Elementary School Rated A-
  • View of Hills
  • Outdoor Fireplace

About This Home

As of June 2018

4,500+ sf of elegant luxury w/convenient country setting on nearly a ½ acre lot between Meadowlands & California Oak Creek communities off San Felipe Road in Heritage Estates. 4 BR w/2 MBR suites w/junior master on 1st floor. 5 full BA, eliminates sharing. 2-story formal entry w/natural wood stained staircase & wrought iron balusters. LR w/wood flooring, baseboards, crown moulding, tall windows, fireplace. DR high inset ceiling, crown moulding, French clear glass door to exterior California room w/fireplace. FR wood floor, fireplace, surround sound, large windows look into rear patio. Adjoining is a gourmet kitchen w/center island, breakfast bar, Thermador stainless steel appliances, pantry and breakfast nook. Grand master suite w/fantastic views, inset ceiling crown moulding. MBA w/double vanities, soaking tub, large shower, make-up counter, walk-in closet. Loft area ideal for the family to relax. Convenient laundry room w/deep sink. Home office w/direct courtyard entry. 3-car garage.

Last Agent to Sell the Property

Richard Calhoun

Creekside Realty License #00818990 Listed on: 04/19/2018

Last Buyer's Agent

Valerie Trang

Infiniti Real Estate License #01469513

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $17,844

Year Built

  • Built in 2015

Lot Details

  • 0.49 Acre Lot
  • Kennel or Dog Run
  • Sprinklers on Timer
  • Mostly Level
  • Back Yard Fenced

HOA Fees

  • $140 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Electric Vehicle Home Charger
  • Garage Door Opener
  • On-Street Parking

Property Views

  • Hills
  • Neighborhood

Home Design

  • Slab Foundation
  • Wood Frame Construction
  • Ceiling Insulation
  • Tile Roof
  • Stucco
  • Stone

Interior Spaces

  • 4,512 Sq Ft Home
  • 2-Story Property
  • Entertainment System
  • Wired For Sound
  • High Ceiling
  • Whole House Fan
  • Ceiling Fan
  • Gas Log Fireplace
  • Double Pane Windows
  • Formal Entry
  • Family Room with Fireplace
  • Great Room
  • Living Room with Fireplace
  • Formal Dining Room
  • Den

Kitchen

  • Breakfast Area or Nook
  • Breakfast Bar
  • Built-In Self-Cleaning Double Oven
  • Electric Oven
  • Gas Cooktop
  • Range Hood
  • Microwave
  • Ice Maker
  • Dishwasher
  • ENERGY STAR Qualified Appliances
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Wood
  • Carpet
  • Travertine

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Main Floor Bedroom
  • Primary Bedroom Suite
  • Double Master Bedroom
  • Walk-In Closet
  • Remodeled Bathroom
  • Bathroom on Main Level
  • 5 Full Bathrooms
  • Marble Bathroom Countertops
  • Granite Bathroom Countertops
  • Dual Sinks
  • Low Flow Toliet
  • Soaking Tub in Primary Bathroom
  • Bathtub with Shower
  • Oversized Bathtub in Primary Bathroom
  • Walk-in Shower
  • Low Flow Shower

Laundry

  • Laundry Room
  • Laundry on upper level
  • Washer and Dryer
  • Laundry Tub

Home Security

  • Alarm System
  • Fire Sprinkler System

Eco-Friendly Details

  • Green Features
  • Energy-Efficient HVAC
  • Energy-Efficient Insulation
  • ENERGY STAR/CFL/LED Lights
  • Solar Power System
  • Solar owned by seller

Outdoor Features

  • Balcony
  • Outdoor Fireplace
  • Barbecue Area

Utilities

  • Forced Air Zoned Heating and Cooling System
  • Vented Exhaust Fan
  • Separate Meters
  • Individual Gas Meter
  • Tankless Water Heater
  • Water Softener is Owned
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 660-05-085

Community Details

Overview

  • Association fees include maintenance - common area
  • Heritage Estates Homeowners Assciation Association
  • Built by Heritage Estates
  • Greenbelt

Amenities

  • Courtyard

Home Details

Home Type

Single Family

Est. Annual Taxes

$17,844

Year Built

Built in 2015

Lot Details

0

HOA Fees

$140 per month

Parking

3

Listing Details

  • Subclass: Single Family Home
  • Property Condition: Built / Remodeled Green
  • Age: 3
  • Listing Class: Residential
  • Structure Sq Ft: 4512
  • Complex Name: Heritage Estates
  • Incorporated: Yes
  • Year Built: 2015
  • Zoning Description: A
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Family Room: Separate Family Room
  • Fireplace: Family Room, Gas Burning, Gas Log, Living Room, Outside
  • Dining Room: Breakfast Bar, Breakfast Nook, Formal Dining Room
  • Kitchen: Cooktop - Gas, Countertop - Granite, Dishwasher, Exhaust Fan, Garbage Disposal, Hood Over Range, Ice Maker, Island with Sink, Microwave, Oven - Built-In, Oven - Double, Oven - Electric, Oven - Self Cleaning, Refrigerator
  • Living Sq Ft: 4512
  • Stories: 2
  • Security: Fire System - Sprinkler, Security Alarm
  • Bedrooms: Ground Floor Bedroom, Primary Suite / Retreat, More than One Primary Bedroom, Walk-in Closet
  • Laundry: In Utility Room, Inside, Tub / Sink, Upper Floor, Washer / Dryer
  • Flooring: Carpet, Travertine, Wood
  • Additional Rooms: Den / Study / Office, Formal Entry, Great Room, Laundry Room
  • Maximum Numberof Bedrooms: 4
  • Minimum Numberof Bedrooms: 4
  • Full Bathrooms: 5
  • Total Bedrooms: 4
  • Bathroom: Double Sinks, Full on Ground Floor, Granite, Marble, Primary - Oversized Tub, Primary - Stall Shower(s), Shower over Tub - 1, Stall Shower - 2+, Tubs - 2+, Updated Bath
  • Fireplace: Yes

Exterior Features

  • Foundation: Concrete Slab
  • Roof: Tile
  • View: Hills, Neighborhood
  • Yard/Grounds: Back Yard, Balcony / Patio, BBQ Area, Courtyard, Dog Run / Kennel, Fenced, Outdoor Fireplace, Sprinklers - Auto, Sprinklers - Lawn
  • Fencing: Fenced Back, Wood
  • Construction Type: Stone, Stucco, Wood Frame

Garage/Parking

  • Garage Spaces: 3
  • Garage Max: 3
  • Garage Min: 3
  • Garage Parking Features: Attached Garage, Electric Car Hookup, Gate / Door Opener, On Street

Utilities

  • Cooling System: Ceiling Fan, Central AC, Multi-Zone, Whole House / Attic Fan
  • Heating System: Central Forced Air - Gas, Heating - 2+ Zones
  • Sewer/Septic System: Sewer - Public, Sewer Connected

Condo/Co-op/Association

  • HOA Fees: 140
  • HOA Amenities: Garden / Greenbelt / Trails
  • HOA Documents: Articles of Incorporation, Budget, Bylaws, CC&RS, Financial Statement
  • HOA Fee Frequency: Monthly
  • Association Fees Include: Maintenance - Common Area
  • H O A Name Text: Heritage Estates Homeowners Assciation
  • H O A Exist: Yes

Association/Amenities

  • Amenities Miscellaneous: High Ceiling, Video / Audio System, Walk-in Closet

Schools

  • School District: East Side Union High

Lot Info

  • Lot Description: Grade - Mostly Level
  • Parcel Number: 660-05-085
  • Lot Acres: 0.4852
  • Lot Size Area Minimum Units: Square Feet
  • Minimum Lot Size: 21135.00
  • Lot Size Area Maximum Units: Square Feet
  • Maximum Lot Size: 21135.00

Green Features

  • Energy Features: Ceiling Insulation, Double Pane Windows, Energy Star Appliances, Energy Star HVAC, Energy Star Lighting, Green Features, Low Flow Shower, Low Flow Toilet, Solar Power, Tankless Water Heater, Walls Insulated

Multi Family

  • Utilities: Individual Electric Meters, Individual Gas Meters, Natural Gas, Public Utilities, Solar Panels - Owned

MLS Schools

  • High School District Text: East Side Union High

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 19, 2018
Closed on
Jun 6, 2018
Sold by
Saxon Joni and Lee Kevin
Bought by
Nanda Phalguni and Nanda Archana
Seller's Agent
Richard Calhoun
Creekside Realty
Buyer's Agent
Valerie Trang
Infiniti Real Estate
List Price
$2,500,000
Sold Price
$2,317,000
Premium/Discount to List
-$183,000
-7.32%
Current Estimated Value
$3,480,613

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,163,613
Avg. Annual Appreciation
5.40%
Original Mortgage
$1,621,900
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 17, 2014
Sold by
Edenbridge Capital Partners Lp
Bought by
Saxon Joni and Lee Kevin

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$760,000
Interest Rate
4%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

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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
Nanda Phalguni $2,317,000 North American Title
Saxon Joni -- Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Phal And Archana Family Trust $500,000
Open Nanda Phalguni $1,201,000
Closed Nanda Phalguni $1,203,300
Closed Nanda Phalguni $1,248,000
Closed Nanda Phalguni $1,250,000
Closed Nanda Phalguni $1,621,900
Previous Owner Saxon Joni $760,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/20/2018 06/20/18 Sold $2,317,000 -3.4% $514 / Sq Ft
05/22/2018 05/22/18 Pending -- -- --
05/18/2018 05/18/18 Price Changed $2,398,000 -2.1% $531 / Sq Ft
05/04/2018 05/04/18 Price Changed $2,450,000 -2.0% $543 / Sq Ft
04/19/2018 04/19/18 For Sale $2,500,000 -- $554 / Sq Ft
Source: MLSListings

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 $17,844 $1,293,430 $1,251,610 $41,820
2024 $17,844 $1,268,069 $1,227,069 $41,000
2023 $35,854 $2,677,903 $1,203,009 $1,474,894
2022 $35,363 $2,597,926 $1,179,421 $1,418,505
2021 $34,251 $2,496,468 $1,156,296 $1,340,172
2020 $30,042 $2,252,000 $1,043,000 $1,209,000
2019 $32,057 $2,422,423 $1,122,000 $1,300,423
2018 $24,867 $1,837,899 $792,198 $1,045,701
2017 $24,483 $1,801,863 $776,665 $1,025,198
2016 $23,347 $1,766,534 $761,437 $1,005,097
2015 $23,409 $1,740,000 $750,000 $990,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MLSListings

MLS Number: ML81701474

MLSListings

APN: 660-05-085