NOT LISTED FOR SALE

Estimated Value: $731,000 - $744,000

5 Beds
3 Baths
3,279 Sq Ft
$225/Sq Ft Est. Value

Last Sold April 19, 2022

Last sale price $710,000 $217 Per Sq Ft

Est. 4% increase in value since last sale

Current estimated payment $5,179/month

3 Days on Market

Highlights

  • Fishing
  • View of Hills
  • Clubhouse
  • Updated Kitchen
  • Community Lake
  • 3-minute walk to Heritage Lake Park

About This Home

As of April 2022

Hon-nay, STOP the car! ***HERITAGE LAKE HOME FOR SALE*** Families from all over Southern CA flock to live in Heritage Lake. The community amenities include a 25-acre lake with a 1.3-mile walking trail, 2 community pools, and one of them being a waterfront Jr. Olympic-sized pool, a spa, and a Splash Pad.

There is also paddle boating on the lake that allows catch & release fishing for residents only, a sports park for baseball, basketball, tennis & soccer, parks & playgrounds throughout the development, walking & biking trails, security patrol, and a gorgeous community center.

As you step into your new home you are greeted by a meticulously maintained home with tons of UPDATED features and UPGRADES already done for you.

Now let’s talk about YOUR NEW HOME! This layout is very open and one of the most coveted floor plans in Heritage Lake with a 1st-floor bedroom. Also, the backyard has extreme privacy as you don’t have any neighbors looking down on you.

Great curb appeal with newly installed drought-friendly succulent landscape on the side front yard as well as a custom side yard gate. 4 car tandem garage which is super RARE with a custom workbench and garage shelving. Custom patio cover that comes with two ceiling fans with a larger concrete slab. The exterior of the home was painted in April 2021. Interior painted a few years ago per seller. Wood laminate flooring installed downstairs. All bathrooms have new light fixtures, new faucets, custom mirrors, and custom wallpaper. The nook also has the custom wallpaper installed as well. Ceilings fans installed in the living room and all bedrooms. Wood plantation shutters in bedrooms - huge upgrade. And last but not least the KITCHEN. Granite countertops with a custom extended island. The kitchen backsplash, kitchen cabinet hardware, and kitchen faucet were all upgraded and replaced. Must see to appreciate. All the upgrades come to a total of $44,900.

Buyer to assume solar which is a power purchase agreement - THE BEST kind of solar loan. Sellers' monthly payment is about $150 a month. The tax rate is 2.2% as Menifee is a growing and robust city with tons of development in the works.

Heritage Lake is just minutes to 215 Fwy with an elementary and middle school in the development. Easy access to several Shopping Centers. Heritage Lake is serene, surrounded by beautiful mountain landscapes. Come experience the wonderful lifestyle of Heritage Lake! FIRST SHOWINGS TO BE AT OPEN HOUSE 3/19 11-3pm

Last Agent to Sell the Property

Aaron Lanning

LPT Realty, Inc License #02067320 Listed on: 03/15/2022

LPT Realty, Inc

Co-Listed By

Steven Kosta

Century 21 Masters License #01791727

Last Buyer's Agent

Brenda Washburn

Team Forss Realty Group License #02005494

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $13,088

Year Built

  • Built in 2006

Lot Details

  • 8,276 Sq Ft Lot
  • Density is up to 1 Unit/Acre
  • Property is zoned SP ZONE

HOA Fees

  • $70 Monthly HOA Fees

Parking

  • 4 Car Attached Garage

Interior Spaces

  • 3,279 Sq Ft Home
  • 2-Story Property
  • Gas Fireplace
  • Views of Hills

Kitchen

  • Updated Kitchen
  • Granite Countertops

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Laundry on upper level

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 128
  • Tax Tract Number 307
  • Assessor Parcel Number 333380016
  • $4,801 per year additional tax assessments

Community Details

Overview

  • Heritage Lake Master Association, Phone Number (951) 246-7678
  • First Service Residential HOA
  • Community Lake

Amenities

  • Clubhouse

Recreation

  • Sport Court
  • Community Playground
  • Community Pool
  • Community Spa
  • Fishing
  • Park
  • Water Sports
  • Hiking Trails
  • Bike Trail

Security

  • Security Service
  • Resident Manager or Management On Site

Home Details

Home Type

Single Family

Est. Annual Taxes

$13,088

Year Built

Built in 2006

Lot Details

0

HOA Fees

$70 per month

Parking

4

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: All common area furniture is open for negotiations.
  • Property Attached: No
  • View: Yes
  • Zoning: SP ZONE
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 333380016
  • Year Built: 2006
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3279.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 5
  • Fireplace Features: Gas
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 216.53
  • Room Type: Main Floor Bedroom
  • Room Kitchen Features: Granite Counters, Remodeled Kitchen

Exterior Features

  • View: Hills
  • Pool Features: Association
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 4.00
  • Total Parking Spaces: 4.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Central
  • Laundry Features: Upper Level
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Playground, Sport Court, Biking Trails, Hiking Trails, Clubhouse, Management, Security
  • Association Fee: 70.00
  • Association Fee Frequency: Monthly
  • Association Name: Heritage Lake Master Association
  • Phone: 9512467678
  • Senior Community: No
  • Community Features: Curbs, Fishing, Hiking, Lake, Park, Watersports
  • Association Management: First Service Residential

Schools

  • School District: Perris Union High

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size Sq Ft: 8276.00
  • Lot Size Acres: 0.1900

Multi Family

  • Lease Considered: No
  • Lot Size Area: 8276.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 427.26
  • Tax Lot: 128
  • Tax Tract Number: 307...
  • TaxOtherAnnualAssessmentAmount: 4801.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 15, 2022
Closed on
Apr 6, 2022
Sold by
Helms Todd J and Helms Krista L
Bought by
Palinkas Alana
Seller's Agent
Aaron Lanning
LPT Realty, Inc
Buyer's Agent
Brenda Washburn
Team Forss Realty Group
List Price
$680,000
Sold Price
$710,000
Premium/Discount to List
$30,000
4.41%
Current Estimated Value
$738,685

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$28,685
Avg. Annual Appreciation
1.19%
Original Mortgage
$568,000
Outstanding Balance
$537,523
Interest Rate
4.67%
Mortgage Type
New Conventional
Estimated Equity
$201,162

Purchase Details

Listed on
Jan 14, 2016
Closed on
Jun 17, 2016
Sold by
Helms Todd J
Bought by
Helms Todd J and Helms Krista L
Seller's Agent
Thomas Sorge
Coldwell Banker Kivett-Teeters
Buyer's Agent
Joy & Michael Haab
Berkshire Hathaway HomeServices California Properties
List Price
$419,000
Sold Price
$387,000
Premium/Discount to List
-$32,000
-7.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
10.79%
Original Mortgage
$367,650
Interest Rate
3.59%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 14, 2016
Closed on
Apr 22, 2016
Sold by
Helms Krista
Bought by
Helms Todd J
Seller's Agent
Thomas Sorge
Coldwell Banker Kivett-Teeters
Buyer's Agent
Joy & Michael Haab
Berkshire Hathaway HomeServices California Properties
List Price
$419,000
Sold Price
$387,000
Premium/Discount to List
-$32,000
-7.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$367,650
Interest Rate
3.59%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 14, 2016
Closed on
Apr 21, 2016
Sold by
Erekuff Paul and Erekuff Emily
Bought by
Helms Todd J
Seller's Agent
Thomas Sorge
Coldwell Banker Kivett-Teeters
Buyer's Agent
Joy & Michael Haab
Berkshire Hathaway HomeServices California Properties
List Price
$419,000
Sold Price
$387,000
Premium/Discount to List
-$32,000
-7.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$367,650
Interest Rate
3.59%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 22, 2013
Closed on
Jun 3, 2013
Sold by
Lukes Michael T and Lukes Kumi F
Bought by
Erekuff Paul and Erekuff Emily
Seller's Agent
Janice Lovendahl
Top Level Realty
Buyer's Agent
Thomas Sorge
Coldwell Banker Kivett-Teeters
List Price
$335,000
Sold Price
$320,000
Premium/Discount to List
-$15,000
-4.48%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.73%
Original Mortgage
$256,000
Interest Rate
3.38%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 25, 2006
Sold by
Standard Pacific Corp
Bought by
Lukes Michael T and Lukes Kumi F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$253,900
Interest Rate
6.36%
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
Palinkas Alana $710,000 Ticor Title
Helms Todd J -- None Available
Helms Todd J -- Chicago Title Insurance Co
Helms Todd J $387,000 Chicago Title Insurance Co
Erekuff Paul $320,000 First American Title Company
Lukes Michael T $429,000 Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Palinkas Alana $568,000
Previous Owner Helms Todd J $367,650
Previous Owner Erekuff Paul $256,000
Previous Owner Lukes Michael T $75,000
Previous Owner Lukes Michael T $253,900
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/19/2022 04/19/22 Sold $710,000 +4.4% $217 / Sq Ft
03/19/2022 03/19/22 Pending -- -- --
03/15/2022 03/15/22 For Sale $680,000 +75.7% $207 / Sq Ft
05/20/2016 05/20/16 Sold $387,000 -2.8% $118 / Sq Ft
04/20/2016 04/20/16 Pending -- -- --
03/24/2016 03/24/16 Price Changed $398,232 -5.0% $121 / Sq Ft
01/14/2016 01/14/16 For Sale $419,000 +30.9% $128 / Sq Ft
06/19/2013 06/19/13 Sold $320,000 0.0% $98 / Sq Ft
05/08/2013 05/08/13 Price Changed $320,000 -4.5% $98 / Sq Ft
04/22/2013 04/22/13 Price Changed $335,000 0.0% $102 / Sq Ft
04/22/2013 04/22/13 For Sale $335,000 +31.4% $102 / Sq Ft
02/08/2013 02/08/13 Pending -- -- --
02/02/2013 02/02/13 For Sale $255,000 -- $78 / 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 $13,088 $753,456 $106,120 $647,336
2023 $13,088 $724,200 $102,000 $622,200
2022 $9,629 $431,701 $111,550 $320,151
2021 $9,402 $423,237 $109,363 $313,874
2020 $9,235 $418,898 $108,242 $310,656
2019 $8,961 $410,685 $106,120 $304,565
2018 $8,644 $402,634 $104,040 $298,594
2017 $8,501 $394,740 $102,000 $292,740
2016 $7,816 $332,869 $62,411 $270,458
2015 $7,696 $327,872 $61,475 $266,397
2014 $7,515 $321,452 $60,272 $261,180
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: SW22039595

California Regional Multiple Listing Service (CRMLS)

APN: 333-380-016