NOT LISTED FOR SALE

Estimated Value: $2,699,000 - $2,839,598

5 Beds
4.5 Baths
3,898 Sq Ft
$715/Sq Ft Est. Value

Last Sold August 02, 2016

Last sale price $1,550,000 $398 Per Sq Ft

Est. 80% increase in value since last sale

Current estimated payment $17,250/month

17 Days on Market

Highlights

  • Ocean View
  • Private Pool
  • Gated Community
  • Truman Benedict Elementary School Rated A
  • Primary Bedroom Suite
  • Main Floor Bedroom

About This Home

As of August 2016

Beautiful Estate Home w/Sit Down Ocean Views! Spanish Style w/Arch Leading to Flagstone Courtyard.This Beautiful House on a Single Loaded street Features an Ideal Chef's Kitchen w/Monogram Stainless Appliances, Granite Counters, Open Floor plan to Great Room.This is the Premier Lot in the Prestigious Reserve East.The Elegant Formal Dining Room Features a Built-In China Cabinet. The Entry leads to a Formal Living Room w/Sit Down Ocean Views, a Lovely Fireplace.The Great Room Features a Round Dining Nook, Spacious Family Room w/Sit Down Ocean Views and Fireplace.The Spacious Master Suite has a Round Sitting Area,Large Balcony,Fabulous Ocean View,Drop Dead Gorgeous Bathroom, Walk In Shower, Jacuzzi Tub,Crema Marfil Counters, a Glass Tile and Marble Wall.A Hugh Bonus Room w/ Ocean view Balcony;enjoy music through ceiling Speakers.Three Bedrooms Upstairs, Laundry Room,Two more Bathrooms complete the Upstairs.Downstairs is a Bedroom Suite with Full Bath and a Powder Room.The Ocean Views in the Beautiful Backyard is a Gorgeous Entertaining Setting with a Built-In BBQ, Granite Counters, Stone Seating Walls, Grassy Areas, and Raised Sitting Area.Other Features include Plantation Shutters and Hunter Douglas Window Coverings.

Last Agent to Sell the Property

Linda Hale

Linda Hale, Real Estate License #01499674 Listed on: 04/01/2016

Linda Hale, Real Estate

Last Buyer's Agent

Kevin Hood

GreenTree Properties License #01236206

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $18,799

Year Built

  • Built in 2004

Lot Details

  • 8,288 Sq Ft Lot
  • Cul-De-Sac
  • Wrought Iron Fence
  • Block Wall Fence
  • Back and Front Yard

HOA Fees

  • $250 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Garage Door Opener
  • Combination Of Materials Used In The Driveway

Property Views

  • Ocean
  • Coastline
  • Catalina
  • Panoramic
  • City Lights
  • Canyon

Home Design

  • Spanish Architecture
  • Turnkey
  • Tile Roof
  • Concrete Roof
  • Wood Siding
  • Seismic Tie Down
  • Copper Plumbing
  • Stucco

Interior Spaces

  • 3,898 Sq Ft Home
  • 2-Story Property
  • Wired For Data
  • Built-In Features
  • High Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Double Pane Windows
  • Plantation Shutters
  • Roller Shields
  • Drapes & Rods
  • French Doors
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Bonus Room

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Double Self-Cleaning Convection Oven
  • Gas Cooktop
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Main Floor Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • Dressing Area
  • Mirrored Closets Doors
  • Jack-and-Jill Bathroom

Laundry

  • Laundry Room
  • Laundry on upper level

Home Security

  • Home Security System
  • Fire Sprinkler System

Pool

  • Private Pool
  • Spa

Outdoor Features

  • Balcony
  • Stone Porch or Patio
  • Exterior Lighting

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 55
  • Tax Tract Number 16212
  • Assessor Parcel Number 67924343

Community Details

Overview

  • The Reserve Association
  • Built by Pardee

Recreation

  • Community Playground
  • Community Pool
  • Community Spa

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$18,799

Year Built

Built in 2004

Lot Details

0

HOA Fees

$250 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Security: Fire Sprinkler System, Gated Community, Security System
  • Subdivision Name Other: Reserve East (RESE)
  • View: Yes
  • Architectural Style: Spanish
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67924343
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3898.00
  • Interior Amenities: Built-in Features, Balcony, Ceiling Fan(s), Wired for Data, Copper Plumbing Full, Granite Counters, High Ceilings, Pantry, Recessed Lighting
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: French Doors, Mirror Closet Door(s)
  • Eating Area: Breakfast Counter / Bar, In Family Room, Dining Room
  • Fireplace Features: Family Room, Living Room
  • Levels: Two
  • Price Per Square Foot: 397.64
  • Room Type: Bonus Room, Dressing Area, Family Room, Great Room, Jack & Jill, Living Room, Main Floor Bedroom, Master Suite, Walk-In Pantry, Walk-In Closet
  • Spa Features: Association
  • Window Features: Drapes, Double Pane Windows, Plantation Shutters, Roller Shields
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Foundation: Seismic Tie Down
  • Exterior Features: Lighting
  • View: Catalina, City Lights, Canyon, Coastline, Ocean, Panoramic
  • Fence: Yes
  • Fencing: Block, Wrought Iron
  • Builder Name: Pardee
  • Patio And Porch Features: Concrete, Stone
  • Pool Features: Association
  • Pool Private: Yes
  • Roof: Concrete, Tile
  • Spa: Yes
  • Construction Materials: Stucco, Wood Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Parking: Yes
  • Parking Features: Driveway - Combination, Driveway, Direct Garage Access, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Convection Oven, Double Oven, Dishwasher, Disposal, Gas Cooktop, Refrigerator, Self Cleaning Oven
  • Heating Type: Central
  • Laundry Features: Individual Room, Upper Level
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Playground, Pool, Spa/Hot Tub
  • Association Fee: 250.00
  • Association Fee Frequency: Monthly
  • Association Name: The Reserve
  • Senior Community: No
  • Community Features: Curbs, Sidewalks

Schools

  • School District: Capistrano Unified

Lot Info

  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard
  • Lot Size Sq Ft: 8288.00
  • Price Per Lot Square Foot: 187.02

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 409
  • Number Of Units Total: 409

Tax Info

  • Tax Lot: 55
  • Tax Tract Number: 16212

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 1, 2023
Sold by
Wertner Timothy George and Wertner Heather Lee
Bought by
Timothy And Heather Wertner Family Trust
Current Estimated Value
$2,786,400

Purchase Details

Closed on
Apr 20, 2016
Sold by
Hale George R and Hale Linda J
Bought by
Wertner Timothy George and Wertner Heather Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,240,000
Interest Rate
3.54%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 18, 2005
Sold by
Hale George and Hale Linda
Bought by
Hale George R and Hale 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
$843,700
Interest Rate
5.37%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 1, 2004
Sold by
Pardee Homes
Bought by
Hale George and Hale Linda

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$843,700
Interest Rate
5.37%
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
Timothy And Heather Wertner Family Trust -- --
Wertner Timothy George $1,550,000 Title365
Hale George R -- --
Hale George R -- --
Hale George R -- --
Hale George $1,298,000 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Wertner Timothy George $1,141,500
Previous Owner Wertner Timothy George $1,240,000
Previous Owner Hale George R $710,000
Previous Owner Hale George R $727,500
Previous Owner Hale George $843,700
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/02/2016 08/02/16 Sold $1,550,000 -3.1% $398 / Sq Ft
04/18/2016 04/18/16 Pending -- -- --
04/01/2016 04/01/16 For Sale $1,599,000 -- $410 / 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
2024 $18,799 $1,763,634 $1,073,030 $690,604
2023 $18,422 $1,729,053 $1,051,990 $677,063
2022 $18,086 $1,695,150 $1,031,362 $663,788
2021 $17,757 $1,661,912 $1,011,139 $650,773
2020 $17,591 $1,644,872 $1,000,771 $644,101
2019 $17,264 $1,612,620 $981,148 $631,472
2018 $16,956 $1,581,000 $961,909 $619,091
2017 $16,642 $1,550,000 $943,048 $606,952
2016 $15,392 $1,426,000 $948,073 $477,927
2015 $13,625 $1,231,000 $753,073 $477,927
2014 $12,528 $1,122,105 $644,178 $477,927
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC16067712

California Regional Multiple Listing Service (CRMLS)

APN: 679-243-43