NOT LISTED FOR SALE

Estimated Value: $2,879,941 - $3,568,000

5 Beds
3 Baths
3,091 Sq Ft
$1,058/Sq Ft Est. Value

Last Sold December 12, 2014

Last sale price $1,675,000 $542 Per Sq Ft

Est. 95% increase in value since last sale

Current estimated payment $19,583/month

9 Days on Market

Highlights

  • Ocean View
  • Heated Pool
  • Updated Kitchen
  • John Malcom Elementary School Rated A
  • Primary Bedroom Suite
  • Cape Cod Architecture

About This Home

As of December 2014

Fabulous cape cod style home located in the prestigious Beacon Hill "Summit" community! Gorgeous panoramic OCEAN VIEWS of Catalina Island, hills and sunsets, this lovely home is on a huge premium lot of 10,500 sq. ft. at the end of a single loaded cul-de-sac street. This fantastic layout boasts the largest floor plan in Beacon Hill with 4 bd., a bonus rm. (5th bd.), a music/library area and living room which are open to the formal dining area. The newly remodeled chef's kitchen includes granite counters, a Viking 48-inch Pro-style gas range with double ovens, a Viking hood with a warming shelf, Bosh D/W and a walk-in pantry. Interior features include cathedral-vaulted ceilings, hardwood flooring throughout first floor, built-ins, shutters, and wainscoting in entry, living room and hallway. Enjoy the 180 degree OCEAN, HILLS AND SUNSET VIEWS from the large deck just off the master suite which includes a double sided fireplace that opens to the master bathroom featuring beautiful marble vanities, walk-in closets and a soaking tub. Resort-style amenities in this community include three swimming pools, six tennis courts, spas, greenbelt and playground areas. Great location, within three miles of world famous beaches, five-star resorts, and Dana Point Harbor!

Last Agent to Sell the Property

Susan Richter

First Team Real Estate License #01935181 Listed on: 10/27/2014

First Team Real Estate

Co-Listed By

Darel Rosen

First Team Real Estate License #01301108

Last Buyer's Agent

maryann orlando

First Team Real Estate License #00911110

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $20,627

Year Built

  • Built in 1986

Lot Details

  • 10,498 Sq Ft Lot
  • Cul-De-Sac
  • Glass Fence
  • Masonry wall
  • Level Lot

HOA Fees

  • $175 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Driveway

Property Views

  • Ocean
  • Catalina
  • Panoramic
  • City Lights
  • Canyon
  • Hills

Home Design

  • Cape Cod Architecture
  • Concrete Roof

Interior Spaces

  • 3,091 Sq Ft Home
  • 2-Story Property
  • Built-In Features
  • Crown Molding
  • Wainscoting
  • Cathedral Ceiling
  • Ceiling Fan
  • Skylights
  • Recessed Lighting
  • Two Way Fireplace
  • Gas Fireplace
  • Shutters
  • Double Door Entry
  • French Doors
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Home Office
  • Library
  • Bonus Room
  • Laundry Room

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Open to Family Room
  • Walk-In Pantry
  • Double Oven
  • Gas Range
  • Range Hood
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Fireplace in Primary Bedroom
  • All Upper Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet

Pool

  • Heated Pool
  • Spa

Outdoor Features

  • Balcony
  • Exterior Lighting

Utilities

  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 29
  • Tax Tract Number 12455
  • Assessor Parcel Number 65219129

Community Details

Overview

  • Dana Pacific Association, Phone Number (949) 248-4300
  • Built by Taylor-Woodrow
  • Deauville

Recreation

  • Tennis Courts
  • Sport Court
  • Community Playground
  • Community Pool
  • Community Spa
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$20,627

Year Built

Built in 1986

Lot Details

0

HOA Fees

$175 per month

Parking

3

Listing Details

  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Beacon Hill Summit (BHM)
  • View: Yes
  • Architectural Style: Cape Cod
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 65219129
  • Year Built: 1986
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3091.00
  • Interior Amenities: Built-in Features, Balcony, Cathedral Ceiling(s), Ceiling Fan(s), Crown Molding, Granite Counters, High Ceilings, Pantry, Recessed Lighting, Stone Counters, Two Story Ceilings, Unfurnished, Wainscoting
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 3
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: Double Door Entry, French Doors
  • Eating Area: Breakfast Nook, Dining Room
  • Entry Level: 1
  • Fireplace Features: Family Room, Gas, Living Room, Master Bedroom, Two Way
  • Levels: Two
  • Price Per Square Foot: 541.90
  • Room Type: All Bedrooms Up, Bonus Room, Entry, Family Room, Library, Living Room, Master Suite, Walk-In Pantry, Walk-In Closet, Separate Family Room, Office
  • Spa Features: Association
  • Window Features: Shutters, Skylight(s)
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Remodeled Kitchen

Exterior Features

  • View: Catalina, City Lights, Canyon, Hills, Ocean, Panoramic
  • Fence: Yes
  • Fencing: Glass, Masonry
  • Builder Name: Taylor-Woodrow
  • Pool Features: Association, Community, Heated
  • Pool Private: Yes
  • Roof: Concrete
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Direct Garage Access, Garage
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Double Oven, Dishwasher, Disposal, Gas Range, Range Hood
  • Heating Type: Forced Air
  • Laundry Features: Individual Room
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Biking Trails, Hiking Trails, Playground, Pool, Spa/Hot Tub, Sport Court, Tennis Court(s)
  • Association Fee: 175.00
  • Association Fee Frequency: Monthly
  • Association Name: Dana Pacific
  • Phone: 949-248-4300
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights

Schools

  • School District: Capistrano Unified

Lot Info

  • Lot Features: Cul-De-Sac, Level
  • Lot Size Sq Ft: 10498.00
  • Lot Size Acres: 0.2410

Multi Family

  • Lease Considered: No
  • Lot Size Area: 10498.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 29
  • Tax Tract Number: 12455

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 13, 2021
Sold by
Ward Brian and Ward Sari
Bought by
Ward Brian Douglas and Ward Sari Lynn
Current Estimated Value
$3,271,735

Purchase Details

Listed on
Oct 27, 2014
Closed on
Nov 7, 2014
Sold by
Holzkamp Deborah L and Shary Steven J
Bought by
Ward Brian and Ward Sari
Seller's Agent
Susan Richter
First Team Real Estate
Buyer's Agent
maryann orlando
First Team Real Estate
List Price
$1,729,000
Sold Price
$1,675,000
Premium/Discount to List
-$54,000
-3.12%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.44%
Original Mortgage
$999,000
Interest Rate
3.95%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 3, 2003
Sold by
Heine Roy and Heine Holly
Bought by
Shary Steven J and Holzkamp Deborah L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
5.26%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 2, 2002
Sold by
Heine Roy and Heine Holly
Bought by
Heine Roy and Heine Holly

Purchase Details

Closed on
Jun 1, 2001
Sold by
Patton Bruce G and Patton Christine L
Bought by
Heine Roy and Heine Holly

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$350,000
Interest Rate
7.24%

Purchase Details

Closed on
Jul 28, 1998
Sold by
Patton Bruce G and Patton Christine L
Bought by
Patton Bruce G and Patton Christine L

Purchase Details

Closed on
May 12, 1998
Sold by
Patton Bruce G and Patton Christine L
Bought by
Patton Bruce G and Patton Christine L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$455,000
Interest Rate
6.75%

Purchase Details

Closed on
Oct 13, 1997
Sold by
Patton Bruce G and Patton Christine L
Bought by
Patton Bruce G and Patton Christine L
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Ward Brian Douglas -- None Available
Ward Brian $1,675,000 Western Resources Title
Shary Steven J $1,025,000 First American Title Co
Heine Roy -- --
Heine Roy $845,000 Fidelity National Title Co
Patton Bruce G -- Lawyers Title Company
Patton Bruce G -- Gateway Title
Patton Bruce G -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Ward Brian $930,000
Closed Ward Brian $984,500
Closed Ward Brian $998,000
Closed Ward Brian $999,000
Previous Owner Holzkamp Debbie L $250,000
Previous Owner Shary Steven J $750,000
Previous Owner Heine Roy $350,000
Previous Owner Patton Bruce G $50,000
Previous Owner Patton Bruce G $455,000
Previous Owner Patton Bruce G $50,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/12/2014 12/12/14 Sold $1,675,000 -3.1% $542 / Sq Ft
11/05/2014 11/05/14 Pending -- -- --
10/27/2014 10/27/14 For Sale $1,729,000 -- $559 / 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 $20,627 $2,085,119 $1,655,987 $429,132
2024 $20,627 $2,044,235 $1,623,517 $420,718
2023 $20,188 $2,004,152 $1,591,683 $412,469
2022 $19,803 $1,964,855 $1,560,473 $404,382
2021 $19,420 $1,926,329 $1,529,876 $396,453
2020 $19,226 $1,906,577 $1,514,189 $392,388
2019 $19,302 $1,869,194 $1,484,499 $384,695
2018 $19,520 $1,832,544 $1,455,392 $377,152
2017 $18,930 $1,796,612 $1,426,855 $369,757
2016 $18,539 $1,700,543 $1,398,878 $301,665
2015 $17,832 $1,675,000 $1,377,866 $297,134
2014 $12,129 $1,137,000 $859,836 $277,164
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC14229345

California Regional Multiple Listing Service (CRMLS)

APN: 652-191-29