M
Seller's Agent in 2020
Mark Caspersen
Compass
3445 Camino Alegre Carlsbad, CA 92009
La Costa NeighborhoodEstimated Value: $2,093,000 - $2,233,000
4
Beds
2.5
Baths
2,627
Sq Ft
$831/Sq Ft
Est. Value
Highlights
- Retreat
- Mediterranean Architecture
- Home Office
- Olivenhain Pioneer Elementary Rated A
- Great Room
- Eat-In Kitchen
About This Home
As of July 2020The Road to Happiness! This spacious home is located on a cul-de-sac in coveted Santa Fe Trails, near award-winning assigned schools. Curb appeal abounds with a lush lawn, covered porch and 3-car garage. French entry doors reveal a living room with soaring 2-story ceilings and a fireplace. You’ll love the formal dining and the eat-in kitchen open to a bright, airy family room. Four upstairs beds include a massive master suite with its own living area, entertainment center and deck. Owned Solar!! Enjoy a powder room and laundry downstairs and two full baths above. The backyard boasts a covered patio, built-in fireplace and fire pit, pristine pool and spa, and tons of space to lounge and entertain. Pool is equipped with solar heating with waterfall feature for tranquility. Owned 22 panel solar system, dual zone AC / Heating and Milgard windows and doors throughout!. Neighborhoods: Santa Fe Trails Equipment: Range/Oven Other Fees: 0 Sewer: Sewer Connected Topography: LL
Last Agent to Sell the Property
Mark Caspersen
Compass License #01857725 Listed on: 06/17/2020
Co-Listed By
Peter Caspersen
Compass License #01772876
Last Buyer's Agent
Joseph M. Torrente
John T. Peterson, Broker License #01394453
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $15,704
Year Built
- Built in 1998
Lot Details
- 0.27 Acre Lot
- Wood Fence
- Property is zoned R-1:SINGLE
HOA Fees
- $80 Monthly HOA Fees
Parking
- 3 Car Garage
- 3 Open Parking Spaces
- Heated Garage
- Parking Available
- Driveway
Home Design
- Mediterranean Architecture
- Composition Roof
- Stucco
Interior Spaces
- 2,627 Sq Ft Home
- 2-Story Property
- Formal Entry
- Great Room
- Family Room Off Kitchen
- Living Room
- Dining Room
- Home Office
Kitchen
- Eat-In Kitchen
- Dishwasher
- Disposal
Bedrooms and Bathrooms
- 4 Bedrooms
- Retreat
- All Upper Level Bedrooms
Laundry
- Laundry Room
- Gas Dryer Hookup
Utilities
- Cooling System Mounted To A Wall/Window
- Forced Air Heating System
- Heating System Uses Natural Gas
Community Details
- Santa Fe Owners Assoc. Association, Phone Number (760) 603-9404
- Carlsbad South Subdivision
Listing and Financial Details
- Assessor Parcel Number 2644620300
- $400 per year additional tax assessments
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jun 17, 2020
Closed on
Jul 15, 2020
Sold by
Helmer James A and Helmer Lynette S
Bought by
Merz Christian and Merz Nancy Ann
Seller's Agent
Mark Caspersen
Compass
Buyer's Agent
Joseph M. Torrente
John T. Peterson, Broker
List Price
$1,289,000
Sold Price
$1,311,000
Premium/Discount to List
$22,000
1.71%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$872,595
Avg. Annual Appreciation
9.99%
Original Mortgage
$1,113,000
Outstanding Balance
$986,935
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$1,196,660
Purchase Details
Closed on
Aug 7, 2015
Sold by
Helmer James A and Helmer Lynette S
Bought by
Helmer Family Trust
Purchase Details
Listed on
Jul 19, 2014
Closed on
Sep 9, 2014
Sold by
Conover Robert A and Conover Catherine O Neill
Bought by
Helmer James A and Helmer Lynette S
Seller's Agent
Cheri Luckhardt
Windermere Real Estate
Buyer's Agent
Dale Marie Perkins
HomeSmart Realty West
List Price
$862,500
Sold Price
$862,500
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.70%
Original Mortgage
$450,000
Interest Rate
4.08%
Mortgage Type
New Conventional
Purchase Details
Closed on
Mar 31, 2010
Sold by
Conover Robert A and Conover Catherine Oneill
Bought by
Conover Robert A and Conover Catherine Oneill
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$157,000
Interest Rate
5.01%
Mortgage Type
New Conventional
Purchase Details
Closed on
Aug 12, 1999
Sold by
Catherine Conover Robert A
Bought by
Conover Robert A and Conover Catherine Oneill
Purchase Details
Closed on
Feb 5, 1997
Sold by
Centex Real Estate Corp
Bought by
Conover Robert A and Oneill Conover Catherine
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$175,850
Interest Rate
7.62%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Merz Christian | $1,311,000 | Lawyers Title Company | |
| Helmer Family Trust | -- | None Available | |
| Helmer James A | -- | None Available | |
| Helmer James A | $862,500 | Title 365 | |
| Conover Robert A | -- | Accommodation | |
| Conover Robert A | -- | First American Title Company | |
| Conover Robert A | -- | -- | |
| Conover Robert A | $333,000 | First American Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Merz Christian | $1,113,000 | |
| Previous Owner | Helmer James A | $450,000 | |
| Previous Owner | Conover Robert A | $157,000 | |
| Previous Owner | Conover Robert A | $175,850 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 07/30/2020 07/30/20 | Sold | $1,311,000 | +1.7% | $499 / Sq Ft | |
| 06/26/2020 06/26/20 | Pending | -- | -- | -- | |
| 06/17/2020 06/17/20 | For Sale | $1,289,000 | +49.4% | $491 / Sq Ft | |
| 10/20/2014 10/20/14 | Sold | $862,500 | 0.0% | $327 / Sq Ft | View Prior Sale |
| 10/10/2014 10/10/14 | Pending | -- | -- | -- | |
| 07/19/2014 07/19/14 | For Sale | $862,500 | 0.0% | $327 / Sq Ft | |
| 08/31/2013 08/31/13 | Rented | $3,600 | 0.0% | -- | |
| 08/01/2013 08/01/13 | Under Contract | -- | -- | -- | |
| 07/30/2013 07/30/13 | For Rent | $3,600 | -- | -- |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $15,704 | $1,419,065 | $757,701 | $661,364 |
| 2024 | $15,704 | $1,391,242 | $742,845 | $648,397 |
| 2023 | $15,307 | $1,363,964 | $728,280 | $635,684 |
| 2022 | $14,979 | $1,337,220 | $714,000 | $623,220 |
| 2021 | $14,762 | $1,311,000 | $700,000 | $611,000 |
| 2020 | $11,178 | $979,041 | $284,845 | $694,196 |
| 2019 | $10,961 | $959,845 | $279,260 | $680,585 |
| 2018 | $10,771 | $941,026 | $273,785 | $667,241 |
| 2017 | $10,277 | $893,164 | $268,417 | $624,747 |
| 2016 | $9,970 | $875,652 | $263,154 | $612,498 |
| 2015 | $9,809 | $862,500 | $259,202 | $603,298 |
| 2014 | -- | $442,077 | $132,855 | $309,222 |
Source: Public Records
Agents Affiliated with this Home
-
-
P
Seller Co-Listing Agent in 2020
Peter Caspersen
Compass
-
J
Buyer's Agent in 2020
Joseph M. Torrente
John T. Peterson, Broker
-
Curtis Knopp
Buyer's Agent in 2020
Curtis Knopp
Knopp Coastal Realty
(760) 263-4735
2 in this area
63 Total Sales
-
Cheri Luckhardt
Seller's Agent in 2014
Cheri Luckhardt
Windermere Real Estate
(619) 518-4070
20 Total Sales
-
Dale Marie Perkins
Buyer's Agent in 2014
Dale Marie Perkins
HomeSmart Realty West
(760) 214-1252
3 in this area
18 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: 200027939
APN: 264-462-03
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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