NOT LISTED FOR SALE

40 Primrose Unit 155 Aliso Viejo, CA 92656

Estimated Value: $994,000 - $1,133,000

3 Beds
2 Baths
1,696 Sq Ft
$633/Sq Ft Est. Value

About This Home

This home is located at 40 Primrose Unit 155, Aliso Viejo, CA 92656 and is currently estimated at $1,073,249, approximately $632 per square foot. 40 Primrose Unit 155 is a home located in Orange County with nearby schools including Wood Canyon Elementary School, Don Juan Avila Middle School, and Aliso Niguel High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jul 26, 2020
Sold by
Shumate Jacob H and Shumate Autumn D
Bought by
Shumate Jacob H and Shumate Autumn D
Current Estimated Value
$1,073,249

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$472,500
Outstanding Balance
$420,845
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$654,606

Purchase Details

Closed on
Dec 31, 2019
Sold by
Shumate Jacob H and Shumate Autumn D
Bought by
Shumate Jacob H and Shumate Autumn D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$465,500
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 21, 2016
Sold by
Shumate Jacob H and Shumate Autumn D
Bought by
Shumate Jacob H and Shumate Autumn D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$411,000
Interest Rate
3.58%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 19, 2016
Sold by
Shumate Jacob H and Shumate Autumn D
Bought by
The Shumate Revocable Living Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$411,000
Interest Rate
3.58%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 21, 2014
Sold by
Shumate Jacob and Shumate Autumn D
Bought by
The Shumate Revocable Living Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$417,000
Interest Rate
4.11%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 12, 2007
Sold by
Shumate Jacob and Shumate Autumn
Bought by
Shumate Jasob H and Shumate Autumn D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$458,000
Interest Rate
8.12%
Mortgage Type
Negative Amortization

Purchase Details

Closed on
Mar 29, 2005
Sold by
Murad Sultan and Murad Ninotchka Cortina
Bought by
Shumate Jacob and Shumate Autumn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$435,000
Interest Rate
1%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Feb 9, 1998
Sold by
Schwartz Leonard and Schwartz Darlene Mae
Bought by
Murad Sultan and Murad Ninotchka Cortina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$161,910
Interest Rate
7.11%

Purchase Details

Closed on
Dec 27, 1996
Sold by
Wright Darlene M and Mae Darlene Mae
Bought by
Schwartz Leonard and Schwartz Darlene Mae

Purchase Details

Closed on
Feb 24, 1993
Sold by
Wright Darlene Mae
Bought by
Wright Darlene M and The Darlene M Wright 1993 Trust
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
Shumate Jacob H -- Accommodation
Shumate Jacob H -- Wfg National Title Co Of Ca
Shumate Jacob H -- Accommodation
Shumate Jacob H -- Wfg National Title Co Of Ca
Shumate Jacob H -- Title365
The Shumate Revocable Living Trust -- Accommodation
The Shumate Revocable Living Trust -- First American Title Company
Shumate Jacob -- First American Title Company
Shumate Jasob H -- None Available
Shumate Jacob $580,000 First American Title Co
Murad Sultan $180,000 Benefit Land Title Company
Schwartz Leonard -- --
Wright Darlene M -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Shumate Jacob H $59,000
Open Shumate Jacob H $472,500
Closed Shumate Jacob H $465,500
Closed Shumate Jacob H $100,000
Closed Shumate Jacob H $73,000
Closed Shumate Jacob H $411,000
Closed Shumate Jacob H $22,700
Closed Shumate Jacob $417,000
Closed Shumate Jacob $458,000
Closed Shumate Jacob $435,000
Previous Owner Murad Sultan $120,000
Previous Owner Murad Sultan $197,000
Previous Owner Murad Sultan $200,200
Previous Owner Murad Sultan $15,000
Previous Owner Murad Sultan $161,910
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 $7,962 $808,464 $578,643 $229,821
2024 $7,962 $792,612 $567,297 $225,315
2023 $7,105 $708,992 $523,311 $185,681
2022 $6,968 $695,091 $513,050 $182,041
2021 $6,833 $681,462 $502,990 $178,472
2020 $6,835 $681,462 $502,990 $178,472
2019 $6,699 $668,100 $493,127 $174,973
2018 $6,569 $655,000 $483,457 $171,543
2017 $6,033 $602,000 $430,457 $171,543
2016 $6,071 $602,000 $430,457 $171,543
2015 $6,425 $602,000 $430,457 $171,543
2014 $5,497 $519,000 $347,457 $171,543
Source: Public Records

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