NOT LISTED FOR SALE

Estimated Value: $782,024 - $874,000

3 Beds
3.5 Baths
2,742 Sq Ft
$297/Sq Ft Est. Value

Last Sold May 18, 2019

Last sale price $725,000 $264 Per Sq Ft

Est. 12% increase in value since last sale

Current estimated payment $5,467/month

8 Days on Market

Highlights

  • On Golf Course
  • Active Adult
  • Clubhouse
  • Fitness Center
  • Panoramic View
  • High Ceiling

About This Home

As of May 2019

55+ Sun City Palm Desert. Most popular PORTOFINO Estate model with 3 full bedrooms and en-suite bathrooms PLUS a powder bath! Elevated over the Santa Rosa golf course with stunning South and West panoramic mountain views. Nice curb appeal. gated entry. Inside, 10 ft. and 12 ft. ceilings, New windows in 2013, New HVAC (Trane) in 2015, Newer carpet, paint, upgraded tile. Kitchen features classic mitered corner window with view, skylight, upgraded cabinets, new appliances in 2013, chefs island, breakfast bar. Two-sided cozy fireplace between the living room and family room, custom built-ins. Master suite has door out to patio, shutters, crown molding, master bath has dual vanity with soaking tub, shower with glass block accents, Two walk in closets. RETREAT room/exercise room/office. Laundry room has utility sink and plenty of cabinets. 2 car garage plus golf cart garage has epoxy floors. Interior photos soon.

Last Agent to Sell the Property

Lynda Reich

HomeSmart License #01933696 Listed on: 04/10/2019

HomeSmart

Last Buyer's Agent

Mike Ostrom

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $10,030

Year Built

  • Built in 1998

Lot Details

  • 6,970 Sq Ft Lot
  • On Golf Course
  • South Facing Home
  • Wrought Iron Fence
  • Drip System Landscaping

HOA Fees

Property Views

  • Panoramic
  • Golf Course
  • Mountain

Interior Spaces

  • 2,742 Sq Ft Home
  • 2-Story Property
  • Crown Molding
  • High Ceiling
  • Gas Log Fireplace
  • Stone Fireplace
  • Shutters
  • Custom Window Coverings
  • Family Room with Fireplace
  • Living Room with Fireplace
  • Dining Room

Kitchen

  • Breakfast Bar
  • Dishwasher

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms

Laundry

  • Dryer
  • Washer

Parking

  • 3 Car Attached Garage
  • Driveway

Outdoor Features

  • Concrete Porch or Patio

Utilities

  • Property is located within a water district
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 748330010

Community Details

Overview

  • Active Adult
  • Association fees include clubhouse, security
  • Sun City Subdivision, Portofino Floorplan

Amenities

  • Clubhouse
  • Billiard Room
  • Meeting Room
  • Card Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Fitness Center

Security

  • Controlled Access

Home Details

Home Type

Single Family

Est. Annual Taxes

$10,030

Year Built

Built in 1998

Lot Details

0

HOA Fees

$299 per month

Listing Details

  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Property Attached/Detached: No
  • Property Orientation Faces: Leisure Faces South
  • Levels: One
  • Builder Model Name: Portofino
  • Builders Tract Code: Sun City
  • Building Number Of Stories: 2
  • Included In Sale: Washer, Dryer, Refrigerator.
  • List Price per Sq Ft: 268.05
  • Lp Sp Ratio: 0.9864
  • Unit Total In Complex: 5000
  • View Type: Golf Course, Panoramic, Mountain(s)
  • Water District Name: CVWD
  • Year Built: 1998
  • Listing I D: 219010709
  • Listing Member Address: 73301 Fred Waring Dr., Ste 101, Palm Desert, CA 92260
  • Listing Office Address: 73301 Fred Waring Dr., Ste 101, Palm Desert, CA 92260
  • Listing Office Fax: (760) 844-7550
  • Selling Member Address: 47060 Washington Street, #5101, La Quinta, CA 92253
  • Selling Office Address: 47060 Washington Street, #5101, La Quinta, CA 92253
  • Selling Office Fax: (760) 844-7550
  • Land Type: Fee
  • Subdivision: Sun City
  • Special Features: None

Interior Features

  • Appliances: Dryer, Washer, Refrigerator, Dishwasher
  • Fireplace: Yes
  • Fireplace Location: Family Room, Living Room
  • Interior Amenities: Crown Molding, High Ceilings (9 Ft+)
  • Fireplace Features: Gas Log, Stone
  • Flooring: Carpet, Tile
  • Total Bedrooms: 3
  • Half Bathrooms: 1
  • Total Bathrooms: 4.00
  • Full Bathrooms: 3
  • Eating Areas: Breakfast Counter/Bar
  • Estimated Sq Ft: 2742.00
  • Windows Treatments: Custom Window Covering, Shutters

Exterior Features

  • Fencing: Wrought Iron
  • Patio: Concrete Slab
  • View: Yes

Garage/Parking

  • Garage: Yes
  • Garage Description: Attached
  • Parking: Driveway
  • Total Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • TV Svcs: Cable TV
  • Sewer: In, Connected and Paid
  • Water: Water District

Association/Amenities

  • Community Features: Golf Course Within Development
  • Association #1 Frequency: Monthly
  • Association #2 Frequency: Monthly
  • Pet Rules: Assoc Pet Rules
  • Golf Course Within Development: Yes

Condo/Co-op/Association

  • Association Fees Include: Clubhouse, Security
  • Association Amenities: Billiard Room, Tennis Courts, Pet Rules, Meeting Room, Fitness Center, Card Room, Clubhouse, Controlled Access
  • HOA Information: Yes
  • HOA Fee 1: 255.50
  • HOA Fee 2: 42.50
  • Senior Community: Yes
  • Total Monthly Association Fees: 298.00

Lot Info

  • Sprinklers: Yes
  • Assessor Parcel Number: 748330010
  • Irrigation: Drip System
  • Lot Acres: 0.1600
  • Lot Location: On Golf Course
  • Lot Size: 6970.00

Rental Info

  • Furnished: Unfurnished
  • Land Lease Type: Fee Simple
  • Short Term Rentals: Yes

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 10, 2019
Closed on
Apr 19, 2019
Sold by
Pamela Thompson Living Trust
Bought by
Swaim Family Trust
Seller's Agent
Lynda Reich
HomeSmart
Buyer's Agent
Mike Ostrom
List Price
$735,000
Sold Price
$725,000
Premium/Discount to List
-$10,000
-1.36%
Current Estimated Value
$813,756

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$88,756
Avg. Annual Appreciation
1.82%
Original Mortgage
$580,000
Outstanding Balance
$506,779
Interest Rate
4%
Mortgage Type
New Conventional
Estimated Equity
$306,977

Purchase Details

Closed on
Oct 13, 2017
Sold by
Thompson Ellen Pamela
Bought by
Thompson Ellen Pamela

Purchase Details

Closed on
Mar 13, 2012
Sold by
Schilling Margaret
Bought by
Schilling Margaret

Purchase Details

Closed on
Oct 13, 2010
Sold by
Adell Sharon L
Bought by
Schilling Margaret M

Purchase Details

Closed on
Jan 29, 1998
Sold by
Del Webb California Corp
Bought by
Adell Mary C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$227,150
Interest Rate
7.02%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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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
Swaim Family Trust $725,000 Fidelity National Title Co
Thompson Ellen Pamela -- First American Title Company
Schilling Margaret -- None Available
Schilling Margaret M $530,000 Equity Title Orange County-I
Adell Mary C $389,318 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Swaim Family Trust $580,000
Previous Owner Adell Mary C $227,150
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
05/18/2019 05/18/19 Sold $725,000 -1.4% $264 / Sq Ft
04/18/2019 04/18/19 Pending -- -- --
04/10/2019 04/10/19 For Sale $735,000 0.0% $268 / Sq Ft
10/31/2016 10/31/16 Rented $2,600 -13.3% --
07/13/2016 07/13/16 For Rent $3,000 -- --
Source: California Desert Association of REALTORS®

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 $10,030 $808,746 $46,848 $761,898
2023 $10,030 $777,343 $45,030 $732,313
2022 $9,597 $762,102 $44,148 $717,954
2021 $9,391 $747,160 $43,283 $703,877
2020 $9,216 $739,500 $42,840 $696,660
2019 $7,714 $608,695 $213,043 $395,652
2018 $7,570 $596,761 $208,866 $387,895
2017 $7,437 $585,061 $204,771 $380,290
2016 $7,278 $573,590 $200,756 $372,834
2015 $7,305 $564,977 $197,742 $367,235
2014 $7,186 $553,912 $193,869 $360,043
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Desert Association of REALTORS®

MLS Number: 219010709

California Desert Association of REALTORS®

APN: 748-330-010