NOT LISTED FOR SALE

40 Ballantree Rancho Santa Margarita, CA 92688

Estimated Value: $1,145,676 - $1,219,000

3 Beds
2 Baths
1,970 Sq Ft
$593/Sq Ft Est. Value

About This Home

This home is located at 40 Ballantree, Rancho Santa Margarita, CA 92688 and is currently estimated at $1,169,169, approximately $593 per square foot. 40 Ballantree is a home located in Orange County with nearby schools including Melinda Heights Elementary School, Rancho Santa Margarita Intermediate School, and Trabuco Hills High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jul 21, 2006
Sold by
Lewis Robert J and Lewis Caroline L
Bought by
Lewis Robert J and Lewis Caroline L
Current Estimated Value
$1,169,169

Purchase Details

Closed on
Apr 27, 2005
Sold by
Rivera Erick O and Vila De Rivera Maria A
Bought by
Lewis Robert James and Lewis Caroline Layton

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$556,000
Interest Rate
5.12%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Oct 24, 2003
Sold by
Rivera Erick O
Bought by
Rivera Erick O and Viladerivera Maria A

Purchase Details

Closed on
May 27, 2003
Sold by
Derivera Maria Alejandra Villa Gandara
Bought by
Escobedo Erick O Rivera

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$357,750
Interest Rate
5.61%
Mortgage Type
Stand Alone First

Purchase Details

Closed on
May 20, 2003
Sold by
Hartman Joseph T
Bought by
Escobedo Erick O Rivera

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$357,750
Interest Rate
5.61%
Mortgage Type
Stand Alone First

Purchase Details

Closed on
May 15, 2003
Sold by
Schutte George E and Schutte Christine D
Bought by
Walker Eleanore F and Hartman Joseph T

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$357,750
Interest Rate
5.61%
Mortgage Type
Stand Alone First

Purchase Details

Closed on
Jul 19, 1999
Sold by
Margaros Peter J and Margaros Kimberly T
Bought by
Schutte George E and Schutte Christine D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$189,500
Interest Rate
7.64%

Purchase Details

Closed on
Aug 25, 1997
Sold by
Ballantree Llc
Bought by
Margaros Peter J and Margaros Kimberly T

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$35,000
Interest Rate
7.49%
Mortgage Type
Stand Alone Second
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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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
Lewis Robert J -- None Available
Lewis Robert James $695,000 --
Rivera Erick O -- --
Escobedo Erick O Rivera -- Commonwealth Land Title Co
Escobedo Erick O Rivera $477,000 Commonwealth Land Title
Walker Eleanore F $477,000 Commonwealth Land Title
Schutte George E $289,500 Fidelity National Title Ins
Margaros Peter J $207,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lewis Robert J $308,600
Closed Lewis Robert J $345,000
Closed Lewis Robert J $476,000
Previous Owner Lewis Robert James $69,400
Previous Owner Lewis Robert James $556,000
Previous Owner Rivera Erick O $35,000
Previous Owner Escobedo Erick O Rivera $357,750
Previous Owner Schutte George E $220,000
Previous Owner Schutte George E $189,500
Previous Owner Margaros Peter J $35,000
Previous Owner Margaros Peter J $35,000
Previous Owner Margaros Peter J $186,300
Source: Public Records

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 $9,655 $949,769 $709,355 $240,414
2024 $9,655 $931,147 $695,447 $235,700
2023 $9,431 $912,890 $681,811 $231,079
2022 $7,551 $729,640 $544,706 $184,934
2021 $7,381 $715,334 $534,026 $181,308
2020 $7,353 $708,000 $528,551 $179,449
2019 $8,358 $708,000 $528,551 $179,449
2018 $9,736 $708,000 $528,551 $179,449
2017 $9,801 $674,000 $494,551 $179,449
2016 $9,094 $608,650 $429,201 $179,449
2015 $9,013 $608,650 $429,201 $179,449
2014 $9,422 $608,650 $429,201 $179,449
Source: Public Records

Map

California Orange County Rancho Santa Margarita 92688

40 Ballantree, Rancho Santa Margarita, CA

This home is located at 40 Ballantree, Rancho Santa Margarita, CA 92688 and is currently estimated at $1,169,169, approximately $593 per square foot. 40 Ballantree is a home located in Orange County with nearby schools including Melinda Heights Elementary School, Rancho Santa Margarita Intermediate School, and Trabuco Hills High School.

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