NOT LISTED FOR SALE

Estimated Value: $4,088,000 - $5,664,000

4 Beds
4.5 Baths
4,435 Sq Ft
$1,100/Sq Ft Est. Value

Last Sold May 12, 2017

Last sale price $3,150,000 $710 Per Sq Ft

Est. 55% increase in value since last sale

Current estimated payment $29,414/month

76 Days on Market

Highlights

  • White Water Ocean Views
  • Solar Heated In Ground Pool
  • Ocean Side of Freeway
  • Marco Forster Middle School Rated A-
  • Primary Bedroom Suite
  • Gated Community

About This Home

As of May 2017

SPECTACULAR, STUNNING, PANORAMIC…the description could go on & on about the 180 degree, sit-down ocean views from nearly every room in this former model home in the highly coveted, gated community of Bal Harbour. The relaxing ocean breeze provides the perfect environment to enjoy magnificent sunsets whether from poolside, at the BBQ, from the dining room or almost every room in the house. The view of the moonrise is enthralling from the master bedroom terrace. A few of this home’s amenities include Limestone Lagos Azul flooring throughout the first floor, Walnut Gotheire Europen Random Plank hardwood flooring at the second floor, wainscoting, wood paneling, designer paint, & crown molding. The Gourmet Kitchen with ocean views is at the heart of this home & features a Viking six-burner stove & griddle, SubZero refrigerator, two Viking dishwashers, Thermador Masterpiece Double Oven, complemented by a Viking 54-bottle wine chiller. Other features include nine foot ceilings on both floors, spacious walk-in master closet & spa-like master bathroom, motorized exterior awnings for the family room & master bedroom, solar pool heater, & easy to use Smarthome technology to control the lighting & the sprinkler system. Additionally, all bedrooms have their own en-suite bathrooms, while the 4th bedroom is currently being used as an office. Don’t miss this opportunity to live in Bal Harbour Estates, walk to Dana Point Harbor, local beaches, restaurants & shopping!

Last Agent to Sell the Property

Christy Holmes

Real Broker License #01427665 Listed on: 02/07/2017

Real Broker

Co-Listed By

Jason Holmes

Real Broker License #01891912

Last Buyer's Agent

Grace Leigh

Pacific Sterling Realty License #01373939

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $38,884

Year Built

  • Built in 2002

Lot Details

  • 8,795 Sq Ft Lot
  • Cul-De-Sac
  • Level Lot
  • Front and Back Yard Sprinklers

HOA Fees

  • $310 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Workshop in Garage

Property Views

  • White Water Ocean
  • Coastline
  • Harbor
  • Catalina
  • Panoramic
  • City Lights

Home Design

  • Entry on the 1st floor
  • Turnkey
  • Composition Roof
  • Wood Siding

Interior Spaces

  • 4,435 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wired For Sound
  • Built-In Features
  • High Ceiling
  • Awning
  • Entrance Foyer
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Workshop
  • Laundry Room

Kitchen

  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Double Convection Oven
  • Six Burner Stove
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Flooring

  • Carpet
  • Stone

Bedrooms and Bathrooms

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

Home Security

  • Alarm System
  • Smart Home
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Pool

  • Solar Heated In Ground Pool
  • Heated Spa
  • In Ground Spa
  • Saltwater Pool
  • Solar Heated Spa
  • Waterfall Pool Feature

Outdoor Features

  • Ocean Side of Freeway
  • Balcony
  • Deck
  • Covered Patio or Porch
  • Exterior Lighting
  • Outdoor Grill

Schools

  • Dana Elementary School
  • Marco Forester Middle School
  • Dana Hills High School

Additional Features

  • Suburban Location
  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 40
  • Tax Tract Number 15405
  • Assessor Parcel Number 66853136

Community Details

Overview

  • Bal Harbour Community Assoc. Association, Phone Number (949) 367-9430

Recreation

  • Hiking Trails
  • Bike Trail

Security

  • Controlled Access
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$38,884

Year Built

Built in 2002

Lot Details

0

HOA Fees

$310 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s), Gated Community, Security System, Smoke Detector(s), Wired for Alarm System
  • Subdivision Name Other: Bal Harbour (BALH)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 66853136
  • Year Built: 2002
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4435.00 Square Feet
  • Interior Amenities: Balcony, Built-in Features, Granite Counters, High Ceilings, Home Automation System, Open Floorplan, Wired for Sound
  • Stories: 2
  • Entry Location: Ground
  • Common Walls: No Common Walls
  • Flooring: Carpet, Stone
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook, Dining Room
  • Entry Level: 1
  • Fireplace Features: Family Room, Living Room, Master Bedroom, Master Retreat
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 710.26
  • Room Type: All Bedrooms Up, Family Room, Foyer, Kitchen, Laundry, Living Room, Master Suite, Retreat, Walk-In Closet, Walk-In Pantry, Workshop
  • Spa Features: Heated, In Ground, Solar Heated
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Exterior Features: Awning(s), Barbecue Private, Lighting
  • View: Catalina, City Lights, Coastline, Harbor, Ocean, Panoramic, Water, White Water
  • Patio And Porch Features: Covered, Deck, Patio
  • Pool Features: Private, In Ground, Waterfall, Salt Water, Heated, Solar Heat
  • Pool Private: Yes
  • Roof: Composition
  • Spa: Yes
  • Construction Materials: Wood Siding

Garage/Parking

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

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Convection Oven, Dishwasher, Double Oven, Microwave
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Biking Trails, Hiking Trails, Controlled Access
  • Association Fee: 310.00
  • Association Fee Frequency: Monthly
  • Association Name: Bal Harbour Community Assoc.
  • Phone: 949-367-9430
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights, Suburban

Schools

  • School District: Capistrano Unified
  • Elementary School: Dana
  • Middle School: Marco Forester
  • High School: Dana Hills
  • Elementary School: Dana
  • High School: Dana Hills
  • Middle Or Junior School: Marco Forester
  • Elementary School #2: DANA
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Level, Sprinklers In Front, Sprinklers In Rear, Sprinklers Timer
  • Lot Size Sq Ft: 8795.00

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 1
  • Number Of Units Total: 1
  • Waterfront Features: Ocean Side of Freeway

Tax Info

  • Tax Census Tract: 423.11
  • Tax Lot: 40
  • Tax Tract Number: 15405

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 7, 2017
Closed on
May 12, 2017
Sold by
Knisely Thomas
Bought by
Trulis Barbara L
Seller's Agent
Christy Holmes
Real Broker
Buyer's Agent
Grace Leigh
Pacific Sterling Realty
List Price
$3,495,000
Sold Price
$3,150,000
Premium/Discount to List
-$345,000
-9.87%
Current Estimated Value
$4,878,470

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,728,470
Avg. Annual Appreciation
5.35%

Purchase Details

Listed on
Feb 7, 2017
Closed on
Apr 17, 2017
Sold by
Trulis Barbara L
Bought by
Guo Congba and Tlan Ge
Seller's Agent
Christy Holmes
Real Broker
Buyer's Agent
Grace Leigh
Pacific Sterling Realty
List Price
$3,495,000
Sold Price
$3,150,000
Premium/Discount to List
-$345,000
-9.87%

Purchase Details

Closed on
Nov 5, 2010
Sold by
Trulis Barbara L
Bought by
Trulis Barbara L and Dana Point Qprt #1

Purchase Details

Closed on
Sep 14, 2005
Sold by
Stavi Raines William and Stavi Raines Jacqueline
Bought by
Trulis Barbara L and Barbara Lynne Trulis Revocable Trust

Purchase Details

Closed on
Dec 18, 2003
Sold by
Makallon Dana Point Llc
Bought by
Stavi Raines William and Stavi Raines Jacqueline

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
2.87%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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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
Trulis Barbara L -- Lawyers Title Company
Guo Congba $3,150,000 Lawyers Title
Trulis Barbara L -- None Available
Trulis Barbara L -- None Available
Trulis Barbara L $3,657,500 Equity Title Company
Stavi Raines William $2,400,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Stavi Raines William $1,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/12/2017 05/12/17 Sold $3,150,000 -7.2% $710 / Sq Ft
04/24/2017 04/24/17 Pending -- -- --
03/29/2017 03/29/17 Price Changed $3,395,000 -2.9% $766 / Sq Ft
02/07/2017 02/07/17 For Sale $3,495,000 -- $788 / 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 $38,884 $3,655,843 $2,678,010 $977,833
2024 $38,884 $3,584,160 $2,625,500 $958,660
2023 $37,779 $3,513,883 $2,574,020 $939,863
2022 $37,121 $3,444,984 $2,523,549 $921,435
2021 $36,284 $3,377,436 $2,474,068 $903,368
2020 $35,879 $3,342,805 $2,448,699 $894,106
2019 $34,683 $3,277,260 $2,400,685 $876,575
2018 $33,988 $3,213,000 $2,353,612 $859,388
2017 $19,931 $1,845,782 $1,107,321 $738,461
2016 $20,041 $1,845,782 $1,107,321 $738,461
2015 $19,603 $1,845,782 $1,107,321 $738,461
2014 $19,612 $1,845,782 $1,107,321 $738,461
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC17025442

California Regional Multiple Listing Service (CRMLS)

APN: 668-531-36