NOT LISTED FOR SALE

Estimated Value: $1,717,000 - $2,280,429

4 Beds
2.5 Baths
2,627 Sq Ft
$797/Sq Ft Est. Value

Last Sold July 30, 2020

Last sale price $1,311,000 $499 Per Sq Ft

Est. 60% increase in value since last sale

Current estimated payment $13,111/month

9 Days on Market

Highlights

  • Retreat
  • Mediterranean Architecture
  • Home Office
  • Olivenhain Pioneer Elementary Rated A
  • Great Room
  • Eat-In Kitchen

About This Home

As of July 2020

The 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 Listed By

Mark Caspersen

Compass License #01857725 Listed on: 06/17/2020

Compass

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

Home Details

Home Type

Single Family

Est. Annual Taxes

$15,704

Year Built

Built in 1998

Lot Details

0

HOA Fees

$80 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Carlsbad South
  • Zoning: R-1:SINGLE
  • Architectural Style: Mediterranean
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 2644620300
  • Year Built: 1998
  • Special Features: None

Interior Features

  • Living Area: 2627.00
  • Stories: 2
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Area, Dining Room, Family Kitchen
  • Levels: Two
  • Price Per Square Foot: 499.05
  • Room Type: Family Room, Formal Entry, Great Room, Retreat, Office, Kitchen, Living Room, Master Bedroom, All Bedrooms Up, Laundry, Master Bathroom

Exterior Features

  • Fence: Yes
  • Fencing: Wood
  • Pool Private: No
  • Roof: Composition
  • Construction Materials: Stucco

Garage/Parking

  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Heated Garage
  • Total Parking Spaces: 6.00
  • Uncovered Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Refrigerator
  • Heating Type: Natural Gas, Forced Air
  • Laundry Features: Gas Dryer Hookup, Individual Room
  • Water Source: Public
  • Cooling: Wall/Window Unit(s)
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 80.00
  • Association Fee Frequency: Monthly
  • Association Name: Santa Fe Owners Assoc.
  • Phone: 760-603-9404

Lot Info

  • Land Lease: No
  • Lot Size Sq Ft: 11713.00
  • Lot Size Acres: 0.2700

Multi Family

  • Lot Size Area: 11713.0000 Square Feet

Tax Info

  • TaxOtherAnnualAssessmentAmount: 400.00

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%
Total Days on Market
9
Current Estimated Value
$2,094,107

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$783,107
Avg. Annual Appreciation
10.89%
Original Mortgage
$1,113,000
Outstanding Balance
$997,865
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$1,160,169

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
9.04%
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%

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
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 $182,413
Open Merz Christian $1,113,000
Previous Owner Helmer James A $150,000
Previous Owner Helmer James A $450,000
Previous Owner Conover Robert A $157,000
Previous Owner Conover Robert A $175,000
Previous Owner Conover Robert A $174,400
Previous Owner Conover Robert A $175,850
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
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
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

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 $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

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: 200027939

California Regional Multiple Listing Service (CRMLS)

APN: 264-462-03