NOT LISTED FOR SALE

40971 Burgess Ct Temecula, CA 92591

Chardonnay Hills Neighborhood

Estimated Value: $887,102 - $961,000

5 Beds
3 Baths
3,035 Sq Ft
$299/Sq Ft Est. Value

Last Sold February 10, 2022

Last sale price $800,000 $264 Per Sq Ft

Est. 14% increase in value since last sale

Current estimated payment $5,647/month

114 Days on Market

Highlights

  • Private Pool
  • Main Floor Primary Bedroom
  • Tennis Courts
  • Margarita Middle School Rated A-
  • Granite Countertops
  • 4-minute walk to Chardonnay Hills Community Park

About This Home

As of February 2022

This Temecula two-story cul-de-sac home offers granite countertops, and a two-car garage.

Last Agent to Sell the Property

Jacqueline Moore

OPENDOOR BROKERAGE INC. License #02120512 Listed on: 09/22/2021

Last Buyer's Agent

Judy Haines

eXp Realty of California Inc License #01815601

eXp Realty of California Inc

Home Details

Home Type

  • Single Family

Year Built

  • Built in 2001

Lot Details

  • 7,841 Sq Ft Lot
  • Cul-De-Sac

HOA Fees

  • $130 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available

Interior Spaces

  • 3,035 Sq Ft Home
  • 2-Story Property
  • Gas Fireplace

Kitchen

  • Microwave
  • Dishwasher
  • Granite Countertops

Bedrooms and Bathrooms

  • 5 Bedrooms | 2 Main Level Bedrooms
  • Primary Bedroom on Main
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Washer Hookup

Pool

  • Private Pool

Schools

  • Rancho Elementary School
  • Margarita Middle School
  • Temecula Valley High School

Utilities

  • Central Heating and Cooling System
  • Heating System Uses Natural Gas
  • Septic Type Unknown

Listing and Financial Details

  • Tax Lot 8
  • Tax Tract Number 23101
  • Assessor Parcel Number 953500008
  • $612 per year additional tax assessments

Community Details

Overview

  • The Chardonnay Hills HOA, Phone Number (951) 244-0048
  • The Avalon Management Group Inc. HOA
  • Maintained Community

Recreation

  • Tennis Courts
  • Community Pool
  • Hiking Trails

Home Details

Home Type

Single Family

Year Built

Built in 2001

Lot Details

0

HOA Fees

$130 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • View: No
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 953500008
  • Year Built: 2001
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3035.00 Square Feet
  • Interior Amenities: Granite Counters
  • Stories: 2
  • Common Walls: No Common Walls
  • Appliances: Yes
  • Full Bathrooms: 3
  • Total Bedrooms: 5
  • Fireplace Features: Gas
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 263.59
  • Room Type: Kitchen, Main Floor Master Bedroom
  • Room Kitchen Features: Granite Counters

Exterior Features

  • Pool Features: Private, Community
  • Pool Private: Yes

Garage/Parking

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

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Microwave
  • Heating Type: Central, Natural Gas
  • Laundry Features: Washer Hookup
  • Sewer: Unknown
  • Water Source: Public
  • Cooling: Central Air, Electric
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Tennis Court(s), Hiking Trails, Maintenance Grounds
  • Association Fee: 130.00
  • Association Fee Frequency: Monthly
  • Association Name: The Chardonnay Hills HOA
  • Phone: 9512440048
  • Senior Community: No
  • Community Features: Hiking, Sidewalks
  • Association Management: The Avalon Management Group Inc.

Schools

  • Elementary School: Rancho
  • High School: Temecula Valley
  • Middle Or Junior School: Margarita
  • Elementary School #2: RANCHO2
  • High School2: TEMVAL2

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac
  • Lot Size Sq Ft: 7841.00
  • Lot Size Acres: 0.1800

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7841.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 432.67
  • Tax Lot: 8
  • Tax Tract Number: 23101
  • TaxOtherAnnualAssessmentAmount: 612.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 22, 2021
Closed on
Feb 4, 2022
Sold by
Opendoor Property Trust I
Bought by
Mendoza Robert Navarro and Navarro Marcela
Seller's Agent
Jacqueline Moore
OPENDOOR BROKERAGE INC.
Buyer's Agent
Judy Haines
eXp Realty of California Inc
List Price
$820,000
Sold Price
$800,000
Premium/Discount to List
-$20,000
-2.44%
Current Estimated Value
$908,276

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$108,276
Avg. Annual Appreciation
3.31%
Original Mortgage
$560,000
Outstanding Balance
$519,370
Interest Rate
3.45%
Mortgage Type
New Conventional
Estimated Equity
$388,906

Purchase Details

Closed on
Jul 16, 2021
Sold by
Rocco Family Trust and Rocco Anthony Paul
Bought by
Delaware Statutory Trust and Opendoor Property Trust

Purchase Details

Closed on
Feb 29, 2020
Sold by
Rocco Anthony Paul and Rocco Erika Renee
Bought by
Rocco Anthony Paul and Rocco Erika Renee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$448,000
Interest Rate
3.4%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 18, 2004
Sold by
Rocco Anthony P and Rocco Erika R
Bought by
Rocco Anthony Paul and Rocco Erika Renee

Purchase Details

Closed on
Dec 11, 2000
Sold by
Lennar Homes Of California Inc
Bought by
Rocco Anthony P and Rocco Erika R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$195,200
Interest Rate
7.06%
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Mendoza Robert Navarro $800,000 Ticor Title
Delaware Statutory Trust $837,500 North American Title
Rocco Anthony Paul -- Amrock Inc
Rocco Anthony Paul -- Amrock Inc
Rocco Anthony Paul -- --
Rocco Anthony P $244,500 North American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Mendoza Robert Navarro $560,000
Previous Owner Rocco Anthony Paul $448,000
Previous Owner Rocco Anthony P $195,200
Closed Rocco Anthony P $48,800
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
02/10/2022 02/10/22 Sold $800,000 +1.7% $264 / Sq Ft
01/14/2022 01/14/22 Pending -- -- --
12/03/2021 12/03/21 Price Changed $787,000 -1.6% $259 / Sq Ft
11/11/2021 11/11/21 Price Changed $800,000 -0.2% $264 / Sq Ft
09/30/2021 09/30/21 Price Changed $802,000 -2.2% $264 / Sq Ft
09/22/2021 09/22/21 For Sale $820,000 -- $270 / 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 $9,266 $848,965 $95,508 $753,457
2023 $9,266 $816,000 $91,800 $724,200
2022 $9,450 $837,400 $90,000 $747,400
2021 $4,552 $383,949 $62,631 $321,318
2020 $4,501 $380,013 $61,989 $318,024
2019 $4,432 $372,563 $60,774 $311,789
2018 $4,342 $365,259 $59,584 $305,675
2017 $3,907 $324,398 $58,416 $265,982
2016 $3,831 $318,038 $57,271 $260,767
2015 $3,761 $313,262 $56,411 $256,851
2014 $3,644 $307,128 $55,307 $251,821
Source: Public Records

Agents Affiliated with this Home

  • Jacqueline Moore

    Seller's Agent in 2022

    Jacqueline Moore

    OPENDOOR BROKERAGE INC.

    (480) 462-5392

    1 in this area

    6,965 Total Sales

    Jacqueline Moore
    Section Image

  • J

    Buyer's Agent in 2022

    Judy Haines

    eXp Realty of California Inc

    Section Image
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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: IV21209422

California Regional Multiple Listing Service (CRMLS)

APN: 953-500-008

California Riverside County Temecula 92591 Chardonnay Hills

40971 Burgess Ct, Temecula, CA

Not Listed for Sale

Detached

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