NOT LISTED FOR SALE

Estimated Value: $2,509,000 - $2,729,000

5 Beds
2.5 Baths
2,906 Sq Ft
$903/Sq Ft Est. Value

Last Sold August 28, 2023

Last sale price $2,595,000 $893 Per Sq Ft

Est. 1% increase in value since last sale

Current estimated payment $15,151/month

7 Days on Market

Highlights

  • Heated Infinity Pool
  • Primary Bedroom Suite
  • Open Floorplan
  • George White Elementary Rated A
  • Gated Community
  • Fireplace in Primary Bedroom

About This Home

As of August 2023

Welcome to year-round resort living. Walking into the home, you are caught in awe looking through to the spectacular paradise that is the “back yard”. The oversized, tropical, magically lit backyard OASIS is showcased with a uniquely luxurious salt water Pebble Tech infinity pool and spa, over which is a romantic bridge and 2 tranquil fountains. Overlooking this beautiful scene is a cozy California Room, patio, 2 fireplaces, a plasma TV, indoor/outdoor Surround Sound, Viking BBQ and refrigeration. Several large sitting areas as well as a big grassy play space for children and dogs are perfect for dining al fresco which your family and friends will love. The main level features a large primary MASTER BEDROOM with soaring ceilings, romantic fireplace, and a bathroom suite opening onto the outdoor private living space. The first level also features clean lines, hard wood floors and an abundance of natural light coming in through the large windows. The KITCHEN has beautiful stainless-steel appliances with Sub Zero refrigeration, double Viking ovens, granite countertops and a center island opening out into the great room which has floor to ceiling glass doors overlooking the grandeur. The UPSTAIRS has 3 bedrooms as well as a bonus room that could be used as a 5th bedroom. This breathtaking, meticulously maintained Bear Brand Ridge home nestled in the green hillside fits perfectly into the surroundings in which it is located. It embraces the ultimate coastal lifestyle. It is one of the most desirable communities in Southern Orange County. Nearby are highly rated blue ribbon schools, great restaurants and shopping. Special mention goes to the two 5 star resorts, the famous Ritz Carlton and the Waldorf Astoria, just minutes away, and perfect for a lovely evening out. The abundance of amenities doesn’t stop there. With just a short bike ride, you will find yourself in the newly revitalized downtown of DANA POINT and beautiful Dana Point Harbor, offering a plethora of activities, including your favorite restaurants and shops, beaches, boating, entertainment and much more. This spectacular turn key residence can be your very own nirvana 365 days a year!

Last Agent to Sell the Property

Barry Tobin

Coldwell Banker Realty License #01361208 Listed on: 07/12/2023

Coldwell Banker Realty

Last Buyer's Agent

Linda Fong

Coldwell Banker Realty License #01896981

Coldwell Banker Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $14,020

Year Built

  • Built in 1994

Lot Details

  • 7,841 Sq Ft Lot
  • Cul-De-Sac
  • Block Wall Fence
  • Drip System Landscaping
  • Rectangular Lot
  • Paved or Partially Paved Lot
  • Level Lot
  • Sprinklers Throughout Yard
  • Private Yard
  • Lawn

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • 3 Open Parking Spaces
  • Parking Available
  • Front Facing Garage
  • Three Garage Doors
  • Garage Door Opener
  • Driveway
  • Automatic Gate

Home Design

  • Entry on the 1st floor
  • Turnkey
  • Brick Exterior Construction
  • Slab Foundation
  • Tile Roof
  • Stucco

Interior Spaces

  • 2,906 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Built-In Features
  • Two Story Ceilings
  • Ceiling Fan
  • Gas Fireplace
  • Double Pane Windows
  • Insulated Windows
  • Casement Windows
  • Double Door Entry
  • French Doors
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Home Office

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Double Oven
  • Electric Oven
  • Gas Cooktop
  • Freezer
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Tile Countertops
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Primary Bedroom on Main
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • Bathroom on Main Level
  • Tile Bathroom Countertop
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Bathtub with Shower
  • Walk-in Shower

Laundry

  • Laundry Room
  • 220 Volts In Laundry

Pool

  • Heated Infinity Pool
  • Pebble Pool Finish
  • Filtered Pool
  • Exercise
  • Heated Spa
  • In Ground Spa
  • Saltwater Pool
  • Waterfall Pool Feature

Outdoor Features

  • Covered Patio or Porch
  • Outdoor Fireplace
  • Outdoor Grill
  • Rain Gutters

Location

  • Property is near a park

Schools

  • George White Elementary School
  • Dana Hills High School

Utilities

  • Forced Air Heating and Cooling System
  • 220 Volts For Spa
  • 220 Volts in Kitchen
  • Natural Gas Connected
  • Water Heater
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 99
  • Tax Tract Number 12963
  • Assessor Parcel Number 67367253
  • $20 per year additional tax assessments

Community Details

Overview

  • Bear Brand Ridge Association, Phone Number (714) 285-2626
  • Built by Warmington Homes
  • Bear Brand Jm Peters Subdivision

Recreation

  • Park
  • Bike Trail

Additional Features

  • Picnic Area
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$14,020

Year Built

Built in 1994

Lot Details

0

HOA Fees

$227 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Automatic Gate, Gated Community
  • Subdivision Name Other: Bear Brand - JM Peters (BJP)
  • View: No
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67367253
  • Year Built: 1994
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2906.00 Square Feet
  • Interior Amenities: Built-in Features, Ceiling Fan(s), Granite Counters, High Ceilings, Open Floorplan, Tile Counters, Two Story Ceilings, Unfurnished
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: Double Door Entry, French Doors
  • Eating Area: In Family Room, In Kitchen
  • Entry Level: 1
  • Fireplace Features: Family Room, Master Bedroom, Outside, Gas, Gas Starter
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 892.98
  • Room Type: Great Room, Kitchen, Main Floor Master Bedroom, Master Suite, Office, Walk-In Closet
  • Spa Features: Private, Heated, In Ground
  • Window Features: Casement Windows, Double Pane Windows, Insulated Windows
  • Bathroom Features: Bathtub, Shower In Tub, Double Sinks In Bath(s), Double Sinks In Master Bath, Main Floor Full Bath, Privacy Toilet Door, Tile Counters, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Barbecue Private, Rain Gutters
  • Fence: Yes
  • Fencing: Block
  • Builder Name: Warmington Homes
  • Patio And Porch Features: Covered
  • Pool Features: Private, Exercise Pool, Filtered, Heated, In Ground, Infinity, Pebble, Salt Water, Waterfall
  • Pool Private: Yes
  • Roof: Tile
  • Spa: Yes
  • Construction Materials: Brick, Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Concrete, Garage Faces Front, Garage - Three Door, Garage Door Opener
  • Total Parking Spaces: 6.00
  • Uncovered Spaces: 3.00

Utilities

  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Barbecue, Dishwasher, Double Oven, Electric Oven, Freezer, Disposal, Gas Cooktop, Refrigerator, Water Heater
  • Electric: 220 Volts For Spa, 220 Volts in Kitchen, 220 Volts in Laundry, Electricity - On Property
  • Heating Type: Forced Air
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Picnic Area
  • Association Fee: 169.00
  • Association #2 Fee: 58.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: bear Brand Ridge
  • Phone: 714-285-2626
  • Senior Community: No
  • Community Features: Biking, Curbs, Park, Sidewalks, Storm Drains

Schools

  • Elementary School: George White
  • High School: Dana Hills
  • Elementary School #2: GEOWHI
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Landscaped, Lawn, Level with Street, Rectangular Lot, Level, Park Nearby, Paved, Sprinkler System, Sprinklers Drip System, Sprinklers In Front, Sprinklers In Rear, Sprinklers On Side, Yard
  • Lot Size Sq Ft: 7841.00
  • Lot Size Acres: 0.1800

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7841.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.37
  • Tax Lot: 99
  • Tax Tract Number: 12963
  • TaxOtherAnnualAssessmentAmount: 20.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 12, 2023
Closed on
Aug 3, 2023
Sold by
Anne Carlisle Trust
Bought by
Bourquin Timothy D and Bourquin Nicole M
Seller's Agent
Barry Tobin
Coldwell Banker Realty
Buyer's Agent
Linda Fong
Coldwell Banker Realty
List Price
$2,595,000
Sold Price
$2,595,000
Views
77
Current Estimated Value
$2,622,897

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$27,897
Avg. Annual Appreciation
0.49%
Original Mortgage
$1,050,000
Outstanding Balance
$1,026,734
Interest Rate
6.96%
Mortgage Type
New Conventional
Estimated Equity
$1,596,163

Purchase Details

Listed on
Aug 22, 2013
Closed on
Sep 9, 2013
Sold by
King Chance and King Rachel
Bought by
Carlisle Anne L and The Anne Carlisle Trust
Seller's Agent
Chris Brigandi
Arbor Real Estate
Buyer's Agent
Chris Brigandi
Arbor Real Estate
List Price
$1,299,000
Sold Price
$1,282,500
Premium/Discount to List
-$16,500
-1.27%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.37%
Original Mortgage
$750,000
Interest Rate
4.46%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 28, 2008
Sold by
Gomez Paul E and Gomez Stephanie M
Bought by
King Chance and King Rachel

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$340,000
Interest Rate
6.11%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 4, 2002
Sold by
Gomez Paul E and Gomez Stephanie M
Bought by
Gomez Paul E and Gomez Stephanie M

Purchase Details

Closed on
Nov 7, 2000
Sold by
Matuska Benjamin F and Matuska Jennifer S Fox
Bought by
Gomez Paul and Gomez Stephanie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$525,000
Interest Rate
8.12%

Purchase Details

Closed on
Apr 14, 2000
Sold by
Brown Stephen A and Brown Kathleen O
Bought by
Matuska Benjamin F and Matuska Jennifer S Fox

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$500,000
Interest Rate
8.22%

Purchase Details

Closed on
Apr 15, 1994
Sold by
Warmington Bear Brand Associates L P
Bought by
Brown Stephen A and Brown Kathleen O
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
Bourquin Timothy D $2,595,000 Ticor Title
Carlisle Anne L $1,248,000 Chicago Title Company
King Chance $1,200,000 Equity Title Orange County-I
Gomez Paul E -- --
Gomez Paul E -- --
Gomez Paul $700,000 Equity Title Company
Matuska Benjamin F $580,000 United Title Company
Brown Stephen A $353,000 First American Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Bourquin Timothy D $1,050,000
Previous Owner Carlisle Anne L $750,000
Previous Owner King Chance $340,000
Previous Owner Gomez Paul $525,000
Previous Owner Matuska Benjamin F $500,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
08/28/2023 08/28/23 Sold $2,595,000 0.0% $893 / Sq Ft
07/20/2023 07/20/23 Pending -- -- --
07/12/2023 07/12/23 For Sale $2,595,000 0.0% $893 / Sq Ft
07/12/2023 07/12/23 Off Market $2,595,000 -- --
10/01/2013 10/01/13 Sold $1,282,500 -1.3% $452 / Sq Ft View Prior Sale
08/22/2013 08/22/13 For Sale $1,299,000 -- $457 / 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 $14,020 $1,418,908 $1,191,883 $227,025
2024 $14,020 $1,391,087 $1,168,513 $222,574
2023 $14,799 $1,470,466 $1,072,594 $397,872
2022 $14,516 $1,441,634 $1,051,563 $390,071
2021 $14,235 $1,413,367 $1,030,944 $382,423
2020 $14,092 $1,398,875 $1,020,373 $378,502
2019 $14,121 $1,371,447 $1,000,366 $371,081
2018 $14,199 $1,344,556 $980,751 $363,805
2017 $13,779 $1,318,193 $961,521 $356,672
2016 $13,909 $1,292,347 $942,668 $349,679
2015 $13,411 $1,272,935 $928,508 $344,427
2014 $13,217 $1,248,000 $910,319 $337,681
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG23112979

California Regional Multiple Listing Service (CRMLS)

APN: 673-672-53