NOT LISTED FOR SALE

Estimated Value: $568,000 - $607,000

3 Beds
2.5 Baths
1,722 Sq Ft
$338/Sq Ft Est. Value

Last Sold September 20, 2021

Last sale price $520,000 $302 Per Sq Ft

Est. 12% increase in value since last sale

Current estimated payment $3,944/month

41 Days on Market

Highlights

  • Golf Course Community
  • Senior Community
  • Golf Course View
  • Fitness Center
  • Primary Bedroom Suite
  • Community Lake

About This Home

As of September 2021

BOM**PENDING FINAL CANELLATION. Location, Location, Location....REMODEL HOME Welcomes you to the gated 55+ community of the The Colony at Cal Oaks. This highly upgraded 2 Story home is in a prime location on a quiet culde-sac street and backs up to a peaceful area. The home boasts 2 bedrooms, 2 bathrooms & an optional bedroom/craft room. The open floor plan includes a spacious kitchen open to the living room with New Quartz counters and tons of cabinet space. The home has New Vinyl plank flooring throughout, vaulted ceilings, a large master suite, and an indoor laundry room. New AC unit and New Water Heater. Enjoy the outdoors... step into the backyard where you will find peace and tranquility with no homes directly behind you. The low maintenance backyard offers a custom patio cover and large concrete entertaining area . The home is also complete with a covered entry and 2 car garage. Come see the best The Colony has to offer.

Last Agent to Sell the Property

Erick Ciprian

ROA California Inc License #01826437 Listed on: 08/04/2021

Last Buyer's Agent

Judy Haley

Equity Union License #01274930

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $6,154

Year Built

  • Built in 1989

Lot Details

  • 4,791 Sq Ft Lot
  • Density is up to 1 Unit/Acre

HOA Fees

  • $255 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Golf Course
  • Pool
  • Neighborhood

Interior Spaces

  • 1,722 Sq Ft Home
  • Living Room with Fireplace

Bedrooms and Bathrooms

  • 3 Bedrooms | 2 Main Level Bedrooms
  • Primary Bedroom Suite

Laundry

  • Laundry Room
  • Laundry Chute

Utilities

  • Cooling System Powered By Gas
  • Central Air

Listing and Financial Details

  • Assessor Parcel Number 947240042

Community Details

Overview

  • Senior Community
  • The Colony Association, Phone Number (951) 677-4341
  • Community Lake

Amenities

  • Outdoor Cooking Area
  • Clubhouse

Recreation

  • Golf Course Community
  • Tennis Courts
  • Community Playground
  • Fitness Center
  • Community Pool
  • Park
  • Jogging Track
  • Bike Trail

Security

  • Security Guard

Home Details

Home Type

Single Family

Est. Annual Taxes

$6,154

Year Built

Built in 1989

Lot Details

0

HOA Fees

$255 per month

Parking

2

Listing Details

  • Assessments: No
  • Property Attached: No
  • View: Yes
  • Zoning: R-1
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 947240042
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1722.00
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Fireplace Features: Living Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 301.97
  • Room Type: Master Suite

Exterior Features

  • View: Golf Course, Neighborhood, Pool
  • Pool Features: Community
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Sprinklers: No
  • Laundry: Yes
  • Laundry Features: Inside, Laundry Chute
  • Water Source: Public
  • Cooling: Central Air, Gas
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Biking Trails, Clubhouse, Golf Course, Guard, Gym/Ex Room, Jogging Track, Outdoor Cooking Area, Playground, Pool, Security, Tennis Court(s)
  • Association Fee: 255.00
  • Association Fee Frequency: Monthly
  • Association Name: The colony
  • Phone: 951-677-4341
  • Senior Community: Yes
  • Community Features: Curbs, Golf, Sidewalks, Storm Drains, Biking, Lake, Park

Schools

  • School District: Murrieta

Lot Info

  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size Sq Ft: 4791.00
  • Lot Size Acres: 0.1100

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4791.0000 Square Feet
  • Number Of Units In Community: 100

Tax Info

  • Tax Tract Number: 000000

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 4, 2021
Closed on
Aug 27, 2021
Sold by
Sd Finest Group Llc
Bought by
Helmstead Cindy D and The Cindy D Helmstead Living T
Seller's Agent
Erick Ciprian
ROA California Inc
Buyer's Agent
Judy Haley
Equity Union
List Price
$529,900
Sold Price
$520,000
Premium/Discount to List
-$9,900
-1.87%
Current Estimated Value
$582,839

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$62,839
Avg. Annual Appreciation
1.44%
Original Mortgage
$494,000
Outstanding Balance
$449,824
Interest Rate
2.7%
Mortgage Type
New Conventional
Estimated Equity
$100,186

Purchase Details

Listed on
Apr 23, 2021
Closed on
May 19, 2021
Sold by
Rios Betty Anderson and Betty Anderson Rios Living Tru
Bought by
Sd Finest Group Llc
Seller's Agent
Monica Vasquez
Keller Williams Realty
Buyer's Agent
Jeanne Gallagher
KW Peninsula Estates
List Price
$449,000
Sold Price
$375,000
Premium/Discount to List
-$74,000
-16.48%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
221.40%
Original Mortgage
$320,000
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 3, 2005
Sold by
Rios Betty A
Bought by
Rios Betty Anderson

Purchase Details

Closed on
Apr 12, 2005
Sold by
Buttler William R and Buttler Joan E
Bought by
Rios Betty A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
5.72%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 19, 1999
Sold by
Mcindoo Donald P and Mcindoo Sylvia L
Bought by
Buttler William R and Buttler Joan E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$65,000
Interest Rate
7.68%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 30, 1998
Sold by
Mcindoo Donald P and Mcindoo Sylvia L
Bought by
Mcindoo Donald P and Mcindoo Sylvia L

Purchase Details

Closed on
Mar 1, 1994
Sold by
Ba Properties Inc
Bought by
Mcindoo Donald P and Mcindoo Sylvia L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$84,000
Interest Rate
7.21%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 11, 1994
Sold by
Equitable Deed Company
Bought by
Ba Properties Inc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$84,000
Interest Rate
7.21%
Mortgage Type
Purchase Money Mortgage
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
Helmstead Cindy D $520,000 Ticor Title San Diego Branch
Sd Finest Group Llc $375,000 Ticor Title Co Sd Branch
Rios Betty Anderson -- --
Rios Betty A $379,000 Financial Title Company
Buttler William R $170,000 American Title
Mcindoo Donald P -- Old Republic Title Company
Mcindoo Donald P $105,000 World Title
Ba Properties Inc $162,968 Chicago Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Helmstead Cindy D $494,000
Previous Owner Sd Finest Group Llc $320,000
Previous Owner Rios Betty A $50,000
Previous Owner Rios Betty A $300,000
Previous Owner Buttler William R $100,244
Previous Owner Buttler William R $30,000
Previous Owner Buttler William R $100,000
Previous Owner Buttler William R $65,000
Previous Owner Mcindoo Donald P $84,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/20/2021 09/20/21 Sold $520,000 -1.9% $302 / Sq Ft
09/14/2021 09/14/21 Pending -- -- --
09/06/2021 09/06/21 For Sale $529,900 0.0% $308 / Sq Ft
08/09/2021 08/09/21 Pending -- -- --
08/04/2021 08/04/21 For Sale $529,900 +41.3% $308 / Sq Ft
06/08/2021 06/08/21 Sold $375,000 -16.5% $218 / Sq Ft
04/30/2021 04/30/21 For Sale $449,000 -- $261 / 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 $6,154 $551,827 $127,344 $424,483
2023 $6,154 $530,400 $122,400 $408,000
2022 $6,132 $520,000 $120,000 $400,000
2021 $4,970 $424,709 $167,964 $256,745
2020 $7,865 $379,205 $149,968 $229,237
2019 $7,740 $368,160 $145,600 $222,560
2018 $7,821 $354,000 $140,000 $214,000
2017 $7,405 $339,000 $134,000 $205,000
2016 $3,822 $320,000 $127,000 $193,000
2015 $3,722 $310,000 $123,000 $187,000
2014 $3,260 $278,000 $110,000 $168,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PTP2105512

California Regional Multiple Listing Service (CRMLS)

APN: 947-240-042