NOT LISTED FOR SALE

Estimated Value: $3,296,000 - $4,587,000

5 Beds
3.5 Baths
3,712 Sq Ft
$1,067/Sq Ft Est. Value

Last Sold March 21, 2017

Last sale price $2,219,400 $598 Per Sq Ft

Est. 75% increase in value since last sale

Current estimated payment $23,594/month

109 Days on Market

Highlights

  • Solar Heated In Ground Pool
  • Updated Kitchen
  • Wood Flooring
  • Heinz Kaiser Elementary School Rated A
  • Multi-Level Bedroom
  • Bonus Room

About This Home

As of March 2017

A rare offering, this charming 3,712 square foot family home on a 11,682 square foot pie shaped lot, located at the end of a cul-de-sac in the desirable Upper Newport Bay neighborhood of Newport Beach. This 5 bedroom, 3.5 bath residence features a welcoming front porch, living room with a large picture window that overlooks the front lawn, a two car garage, and a classic carport which adds historical charm to this beautiful home. The living room and cozy dining room have been maintained in their original charm along with their original custom hardwood pattern floors. An open kitchen with built-in refrigerator, cooking and dining island, flows into a large family room with an over-sized brick fireplace centerpiece, custom Cherrywood cabinetry, wine refrigerator, custom hardwood pattern floors, breakfast nook, all which look out to the large backyard, patio and pool. The master bedroom includes a large private patio overlooking the pool and backyard. The home also includes a large downstairs office and an upstairs office-sewing room off of the master bedroom, laundry room, and large upstairs game room. Backyard includes a spa, 50 foot solar heated swimming pool with an automatic cover, & mature fruit trees. Close to beach, short walk to Back Bay.

Last Agent to Sell the Property

Tom Szulga

McMonigle Group Corp License #01212159 Listed on: 06/09/2016

McMonigle Group Corp

Last Buyer's Agent

Troy Gregory

Sotheby's International Realty License #01469060

Sotheby's International Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $27,768

Year Built

  • Built in 1936

Lot Details

  • 0.27 Acre Lot
  • Cul-De-Sac
  • Lawn
  • Back and Front Yard

Parking

  • 2 Car Garage
  • Attached Carport
  • Parking Available
  • Driveway

Interior Spaces

  • 3,712 Sq Ft Home
  • Built-In Features
  • Bay Window
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Home Office
  • Bonus Room
  • Wood Flooring
  • Laundry Room

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Gas Range
  • Range Hood
  • Microwave
  • Kitchen Island
  • Trash Compactor

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Multi-Level Bedroom

Pool

  • Solar Heated In Ground Pool
  • Heated Spa
  • In Ground Spa
  • Fence Around Pool
  • Pool Cover
  • Diving Board

Outdoor Features

  • Balcony
  • Patio
  • Rain Gutters
  • Front Porch

Schools

  • Ensign Middle School

Utilities

  • Central Heating

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Tax Lot 9
  • Tax Tract Number 2609
  • Assessor Parcel Number 42609142

Home Details

Home Type

Single Family

Est. Annual Taxes

$27,768

Year Built

Built in 1936

Lot Details

0

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Upper Newport Bay (UBNB)
  • View: No
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 42609142
  • Year Built: 1936
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3712.00 Square Feet
  • Interior Amenities: Balcony, Built-in Features
  • Entry Location: Ground Level
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook
  • Fireplace Features: Family Room, Living Room
  • Levels: Two
  • Price Per Square Foot: 597.90
  • Room Type: Bonus Room, Family Room, Living Room, Master Bedroom, Multi-Level Bedroom, Office
  • Spa Features: Heated, In Ground
  • Window Features: Bay Window(s)
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Exterior Features: Rain Gutters
  • Patio And Porch Features: Patio, Front Porch
  • Pool Features: Private, In Ground, Diving Board, Fenced, Pool Cover, Solar Heat
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Attached Carport, Driveway, Garage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Gas Range, Microwave, Range Hood, Trash Compactor
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Water Source: Public

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Curbs, Gutters

Schools

  • School District: Newport Mesa Unified
  • Middle School: Ensign
  • Middle Or Junior School: Ensign

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard, Lawn, Lot 10000-19999 Sqft
  • Lot Size Sq Ft: 11682.00
  • Price Per Lot Square Foot: 205.36

Multi Family

  • Lease Considered: No

Tax Info

  • Tax Lot: 9
  • Tax Tract Number: 2609

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Sep 23, 2016
Sold by
Friedman Jeffrey A and Friedman Lynn
Bought by
Summerfield Brian Russel and Baumberger Katherine Leigh
Current Estimated Value
$3,886,741

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,840,250
Interest Rate
4.23%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 3, 1997
Sold by
Friedman Jeffrey A and Lynn Friedman Lynn
Bought by
Friedman Jeffrey A and Friedman Lynn
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
Summerfield Brian Russel $2,219,500 California Title Company
Friedman Jeffrey A -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Summerfield Brian Russel $1,950,000
Closed Summerfield Brian Russel $145,000
Closed Summerfield Brian Russel $1,735,000
Previous Owner Summerfield Brian Russel $1,840,250
Previous Owner Friedman Jeffrey A $700,000
Previous Owner Friedman Jeffrey A $390,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/21/2017 03/21/17 Sold $2,219,400 -7.5% $598 / Sq Ft
09/26/2016 09/26/16 Pending -- -- --
06/09/2016 06/09/16 For Sale $2,399,000 -- $646 / 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 $27,768 $2,575,800 $2,320,786 $255,014
2024 $27,768 $2,525,295 $2,275,281 $250,014
2023 $26,997 $2,475,780 $2,230,668 $245,112
2022 $26,323 $2,427,236 $2,186,930 $240,306
2021 $25,677 $2,379,644 $2,144,049 $235,595
2020 $25,417 $2,355,244 $2,122,064 $233,180
2019 $24,880 $2,309,063 $2,080,455 $228,608
2018 $24,380 $2,263,788 $2,039,662 $224,126
2017 $6,833 $593,397 $410,130 $183,267
2016 $6,686 $581,762 $402,088 $179,674
2015 $6,622 $573,024 $396,048 $176,976
2014 $6,470 $561,800 $388,290 $173,510
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP16124065

California Regional Multiple Listing Service (CRMLS)

APN: 426-091-42