NOT LISTED FOR SALE

Estimated Value: $2,600,536 - $2,948,000

5 Beds
4.5 Baths
4,150 Sq Ft
$663/Sq Ft Est. Value

Last Sold August 22, 2014

Last sale price $1,440,000 $347 Per Sq Ft

Est. 91% increase in value since last sale

Current estimated payment $15,713/month

50 Days on Market

Highlights

  • Ocean View
  • In Ground Spa
  • Updated Kitchen
  • Truman Benedict Elementary School Rated A
  • Primary Bedroom Suite
  • Fireplace in Primary Bedroom

About This Home

As of August 2014

FOR THE TRULY DISCERNING. Unmatched quality, unparalleled ocean views and an address in The Reserve North, a gated newer construction coastal community. As you drive nearly to the end of the cul de sac on this single loaded street, you must experience this striking and immaculate Mediterranean work of art with its newly refinished Swedish cherry wood floors, new designer carpet and paint, executive chef kitchen, butler pantry, stained mocha beams and corbels, cascading flagstone spa, get-lost sized closets, ultimate home water system, media center, high tech systems and lush landscaping. Recently added 220V outlet in the pristine garage for that new electric car you've been dreaming about.

Last Agent to Sell the Property

Mary Beth Buckles

Coldwell Banker Realty License #01165545 Listed on: 04/07/2014

Coldwell Banker Realty

Last Buyer's Agent

Ulnick Group Bryan & Siobhan

Compass License #01017771

Compass

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $9,375

Year Built

  • Built in 2004

Lot Details

  • 8,590 Sq Ft Lot
  • Property fronts a highway
  • Cul-De-Sac
  • East Facing Home
  • Wrought Iron Fence
  • Block Wall Fence
  • Landscaped
  • Sprinklers Throughout Yard

HOA Fees

  • $275 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage
  • Three Garage Doors

Property Views

  • Ocean
  • Catalina
  • Panoramic
  • City Lights
  • Hills
  • Neighborhood

Home Design

  • Mediterranean Architecture
  • Entry on the 1st floor

Interior Spaces

  • 4,150 Sq Ft Home
  • 2-Story Property
  • Built-In Features
  • Crown Molding
  • Beamed Ceilings
  • Cathedral Ceiling
  • Ceiling Fan
  • French Doors
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Home Office
  • Wood Flooring
  • Laundry Room

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Double Convection Oven
  • Gas Oven
  • Six Burner Stove
  • Gas Range
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Retreat
  • Main Floor Bedroom
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite

Pool

  • In Ground Spa
  • Private Pool

Outdoor Features

  • Deck
  • Patio

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 21
  • Tax Tract Number 16282
  • Assessor Parcel Number 67924518

Community Details

Overview

  • Built by Shea Homes
  • Stewart

Recreation

  • Community Pool
  • Community Spa

Home Details

Home Type

Single Family

Est. Annual Taxes

$9,375

Year Built

Built in 2004

Lot Details

0

HOA Fees

$275 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Road Frontage Type: Highway
  • Subdivision Name Other: Reserve North (RESN)
  • View: Yes
  • Architectural Style: Mediterranean
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67924518
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4150.00
  • Interior Amenities: Beamed Ceilings, Built-in Features, Cathedral Ceiling(s), Ceiling Fan(s), Crown Molding, Granite Counters, High Ceilings
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: French Doors
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook, Dining Room
  • Entry Level: 1
  • Fireplace Features: Family Room, Living Room, Master Bedroom
  • Levels: Two
  • Price Per Square Foot: 346.99
  • Room Type: Living Room, Main Floor Bedroom, Master Suite, Retreat, Office
  • Spa Features: In Ground
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Direction Faces: East
  • View: Catalina, City Lights, Hills, Neighborhood, Ocean, Panoramic
  • Fence: Yes
  • Fencing: Block, Wrought Iron
  • Builder Name: Shea Homes
  • Patio And Porch Features: Deck
  • Pool Features: Association
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Concrete, Garage Faces Front, Direct Garage Access, Garage, Garage - Three Door
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Available, Sewer Connected, Sewer Available
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Convection Oven, Double Oven, Dishwasher, Disposal, Gas Oven, Gas Range
  • Heating Type: Forced Air
  • Laundry Features: Inside, Individual Room
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub
  • Association Fee: 275.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Sidewalks

Schools

  • School District: Capistrano Unified

Lot Info

  • Lot Features: Cul-De-Sac, Front Yard, Landscaped, Sprinklers In Front, Sprinklers In Rear, Sprinklers On Side
  • Lot Size Sq Ft: 8590.00
  • Lot Size Acres: 0.1970

Multi Family

  • Lease Considered: No
  • Lot Size Area: 8590.0000 Square Feet
  • Number Of Units In Community: 68
  • Number Of Units Total: 68

Tax Info

  • Tax Lot: 21
  • Tax Tract Number: 16282

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Nov 3, 2014
Sold by
Morgan Daniel B and Morgan Sandra G
Bought by
The Morgan Family Trust
Current Estimated Value
$2,750,884

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$200,000
Outstanding Balance
$145,518
Interest Rate
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$2,656,366

Purchase Details

Listed on
Apr 7, 2014
Closed on
Sep 30, 2014
Sold by
Morgan Daniel B and Morgan Sandra G
Bought by
The Morgan Family Trust
Seller's Agent
Mary Beth Buckles
Coldwell Banker Realty
Buyer's Agent
Ulnick Group Bryan & Siobhan
Compass
List Price
$1,599,900
Sold Price
$1,440,000
Premium/Discount to List
-$159,900
-9.99%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.19%
Original Mortgage
$200,000
Outstanding Balance
$145,518
Interest Rate
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$2,656,366

Purchase Details

Closed on
Jun 2, 2014
Sold by
Bower Curtis A and Bower Brigitte H
Bought by
Morgan Daniel B and Morgan Sandra G

Purchase Details

Closed on
Jun 30, 2008
Sold by
Bower Curtis A and Bower Brigitte H
Bought by
Bower Curtis A and Bower Brigitte H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,148,000
Interest Rate
6.59%
Mortgage Type
Unknown

Purchase Details

Closed on
Mar 4, 2008
Sold by
Calta Dick and Calta Linda Jean
Bought by
Bower Curtis and Bower Brigitte

Purchase Details

Closed on
Nov 8, 2004
Sold by
Calta Dick and Calta Linda Jean
Bought by
Calta Dick and Calta Linda Jean

Purchase Details

Closed on
Oct 30, 2003
Sold by
The Reserve North At Forster Highlands L
Bought by
Calta Dick and Calta Linda J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$992,174
Interest Rate
4.5%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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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
The Morgan Family Trust -- Accommodation
Morgan Daniel B -- Wfg Title Company
The Morgan Family Trust -- Accommodation
Morgan Daniel B -- Fidelity National Title
Bower Curtis A -- None Available
Bower Curtis $1,699,000 Southland Title Company
Calta Dick -- --
Calta Dick $1,323,000 Chicago Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Morgan Daniel B $200,000
Previous Owner Bower Curtis A $1,148,000
Previous Owner Calta Dick $992,174
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/22/2014 08/22/14 Sold $1,440,000 -10.0% $347 / Sq Ft
05/27/2014 05/27/14 Pending -- -- --
04/07/2014 04/07/14 For Sale $1,599,900 -- $386 / 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 $9,375 $847,395 $399,371 $448,024
2024 $9,375 $830,780 $391,540 $439,240
2023 $9,198 $814,491 $383,863 $430,628
2022 $9,038 $798,521 $376,336 $422,185
2021 $8,899 $782,864 $368,957 $413,907
2020 $8,806 $774,837 $365,174 $409,663
2019 $8,652 $759,645 $358,014 $401,631
2018 $8,510 $744,750 $350,994 $393,756
2017 $8,361 $730,148 $344,112 $386,036
2016 $8,106 $704,860 $337,364 $367,496
2015 $15,852 $1,450,000 $696,162 $753,838
2014 $13,817 $1,248,255 $436,455 $811,800
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC14070262

California Regional Multiple Listing Service (CRMLS)

APN: 679-245-18