NOT LISTED FOR SALE

3 Montgomery Mission Viejo, CA 92692

Estimated Value: $1,362,033 - $1,634,000

4 Beds
2.5 Baths
1,780 Sq Ft
$814/Sq Ft Est. Value

Last Sold January 22, 2020

Last sale price $825,000 $463 Per Sq Ft

Est. 76% increase in value since last sale

Current estimated payment $8,441/month

28 Days on Market

Highlights

  • Primary Bedroom Suite
  • Open Floorplan
  • Clubhouse
  • Bathgate Elementary School Rated A
  • Community Lake
  • Property is near a park

About This Home

As of January 2020

Premium corner lot property just hit the market in sought after Pacific Hills community! This split level floor plan offers the best in entertaining - offering an indoor/outdoor space joined by a wall of windows and glass doors that fold away to enjoy southern California living at its finest. Fresh paint, vaulted ceilings, corner fireplace, re-finished hardwood floors and surround sound completes this over-sized family room. Kitchen offers a large center island with wine cooler, gorgeous counters, recently tiled back splash, recessed lighting and upgraded stainless steel appliances. Main level master bedroom offers a remodeled en suite with dual sinks, well appointed fixtures, large shower and walk in closet. First floor offers three bedrooms, full bathroom, bonus room with slider and laundry room. Large rear yard situated on a corner pie shaped lot provides a large grass area, sandy beach seating area, side yards, covered patio and professional style batting cage for baseball practice at home! Batting cage is built in with removable poles and netting. Additionally, solar panels (owned) and a newer HVAC system helps this home remain efficient. Expect Lake Mission Viejo privileges, award winning schools, shopping, dining and several local community parks.

Last Agent to Sell the Property

Bryan Forrest

California Life Properties Inc License #01366443 Listed on: 11/25/2019

Last Buyer's Agent

Shannon Parks

Anvil Real Estate License #02059806

Anvil Real Estate

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $8,928

Year Built

  • Built in 1993

Lot Details

  • 7,150 Sq Ft Lot
  • Cul-De-Sac
  • Irregular Lot
  • Back and Front Yard

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Two Garage Doors

Home Design

  • Traditional Architecture
  • Planned Development
  • Stucco

Interior Spaces

  • 1,780 Sq Ft Home
  • Open Floorplan
  • High Ceiling
  • Recessed Lighting
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Attached Deck
  • Laundry Room

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Convection Oven
  • Gas Range
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Primary Bedroom on Main
  • Primary Bedroom Suite
  • Dual Vanity Sinks in Primary Bathroom

Utilities

  • Central Heating and Cooling System
  • Natural Gas Connected
  • Water Heater

Additional Features

  • Covered Patio or Porch
  • Property is near a park

Listing and Financial Details

  • Tax Lot 49
  • Tax Tract Number 14166
  • Assessor Parcel Number 78719149

Community Details

Overview

  • Pacific Hills Association, Phone Number (949) 948-6000
  • Lake Mission Viejo HOA
  • Community Lake

Amenities

  • Clubhouse

Recreation

  • Community Pool
  • Park
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$8,928

Year Built

Built in 1993

Lot Details

0

HOA Fees

$101 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Road Surface Type: Paved
  • Subdivision Name Other: California Crest (CACR)
  • View: No
  • Architectural Style: Traditional
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 78719149
  • Year Built: 1993
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1780.00 Square Feet
  • Interior Amenities: High Ceilings, Living Room Deck Attached, Open Floorplan, Recessed Lighting
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Area
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 463.48
  • Room Type: Family Room, Main Floor Master Bedroom, Master Suite
  • Bathroom Features: Double Sinks In Master Bath
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Covered, Deck
  • Pool Private: No
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage - Two Door
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Convection Oven, Dishwasher, Disposal, Gas Range, Microwave, Water Heater
  • Heating Type: Central
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Clubhouse
  • Association Fee: 80.00
  • Association #2 Fee: 21.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Pacific Hills
  • Phone: 949-948-6000
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Biking, Hiking, Lake, Park
  • Association Management: Lake Mission Viejo

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard, Lot 6500-9999, Irregular Lot, Park Nearby
  • Lot Size Sq Ft: 7150.00
  • Lot Size Acres: 0.1641

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7150.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.38
  • Tax Lot: 49
  • Tax Tract Number: 14166

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 25, 2025
Sold by
Sheffield Kendra R
Bought by
Kendra R Sheffield Trust and Sheffield
Current Estimated Value
$1,448,258

Purchase Details

Listed on
Nov 25, 2019
Closed on
Jan 3, 2020
Sold by
Romine Andrew J
Bought by
Sheffield Kendra R
Seller's Agent
Bryan Forrest
California Life Properties Inc
Buyer's Agent
Shannon Parks
Anvil Real Estate
List Price
$825,000
Sold Price
$825,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
10.28%
Original Mortgage
$660,000
Interest Rate
3.73%
Mortgage Type
New Conventional

Purchase Details

Listed on
Aug 29, 2018
Closed on
Sep 19, 2018
Sold by
Romine Kathryn
Bought by
Romine Andrew J
Seller's Agent
Gina Kulik
Compass
Buyer's Agent
Bryan Forrest
California Life Properties Inc
List Price
$835,000
Sold Price
$820,000
Premium/Discount to List
-$15,000
-1.8%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
0.46%
Original Mortgage
$628,000
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Listed on
Aug 29, 2018
Closed on
Sep 10, 2018
Sold by
Ricci David A and Ricci Jennifer L
Bought by
Rommie Andrew J
Seller's Agent
Gina Kulik
Compass
Buyer's Agent
Bryan Forrest
California Life Properties Inc
List Price
$835,000
Sold Price
$820,000
Premium/Discount to List
-$15,000
-1.8%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$628,000
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 21, 2007
Sold by
Ricci David
Bought by
Quattro 20 Montgomery Llc

Purchase Details

Closed on
May 4, 2006
Sold by
Lindsey John and Lindsey Virginia
Bought by
Ricci David A and Ricci Jennifer L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$671,920
Interest Rate
6.37%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 12, 2004
Sold by
Aryani Mehriar and Aryani Kimi
Bought by
Lindsey John and Lindsey Virginia

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$584,000
Interest Rate
3.37%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 30, 1998
Sold by
Myers Eugene D and Guertin Myers Shirley G
Bought by
Aryani Mehriar and Aryani Kimi

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$210,000
Interest Rate
7.13%

Purchase Details

Closed on
Feb 20, 1996
Sold by
Walker Eleanore F and Hartman Joseph T
Bought by
Myers Eugene D and Guertin Myers Shirley G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$167,200
Interest Rate
7.04%

Purchase Details

Closed on
Jan 29, 1996
Sold by
Melvin Bruce Walter and Melvin Kimberly G
Bought by
Walker Eleanore F and Hartman Joseph T

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$167,200
Interest Rate
7.04%

Purchase Details

Closed on
Oct 26, 1993
Sold by
Kaufman And Broad South Coast Inc
Bought by
Melvin Bruce Walter and Melvin Kimberly G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$173,400
Interest Rate
6.91%
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
Kendra R Sheffield Trust -- None Listed On Document
Sheffield Kendra R $825,000 First American Title
Romine Andrew J -- Western Resources Title Co
Rommie Andrew J $820,000 Western Resources Title Co
Quattro 20 Montgomery Llc -- None Available
Ricci David A $840,000 California Title Company
Lindsey John $730,000 Southland Title
Aryani Mehriar $300,000 First Southwestern Title Co
Myers Eugene D $209,000 Commonwealth Land Title
Walker Eleanore F $209,000 Commonwealth Land Title
Melvin Bruce Walter $217,000 First American Title Insuran
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Sheffield Kendra R $660,000
Previous Owner Romine Andrew J $628,000
Previous Owner Ricci David A $671,920
Previous Owner Lindsey John $584,000
Previous Owner Aryani Mehriar $210,000
Previous Owner Myers Eugene D $167,200
Previous Owner Melvin Bruce Walter $173,400
Closed Lindsey John $73,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
01/22/2020 01/22/20 Sold $825,000 0.0% $463 / Sq Ft
11/25/2019 11/25/19 For Sale $825,000 +0.6% $463 / Sq Ft
09/27/2018 09/27/18 Sold $820,000 -1.8% $461 / Sq Ft View Prior Sale
09/03/2018 09/03/18 Pending -- -- --
08/29/2018 08/29/18 For Sale $835,000 -- $469 / 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 $8,928 $902,256 $666,296 $235,960
2024 $8,928 $884,565 $653,231 $231,334
2023 $8,723 $867,221 $640,422 $226,799
2022 $8,552 $850,217 $627,865 $222,352
2021 $8,384 $833,547 $615,554 $217,993
2020 $8,413 $836,400 $643,988 $192,412
2019 $8,248 $820,000 $631,360 $188,640
2018 $7,405 $736,000 $537,000 $199,000
2017 $7,404 $736,000 $537,000 $199,000
2016 $6,423 $662,000 $463,000 $199,000
2015 $7,209 $662,000 $463,000 $199,000
2014 $6,649 $606,355 $407,355 $199,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19271545

California Regional Multiple Listing Service (CRMLS)

APN: 787-191-49