Seller's Agent in 2024
Lisa Dunn
Laurel Real Estate Resources
(949) 233-8603
9 in this area
25 Total Sales
50 Ballantree Rancho Santa Margarita, CA 92688
Estimated Value: $1,120,000 - $1,207,000
3
Beds
2.5
Baths
1,857
Sq Ft
$626/Sq Ft
Est. Value
Highlights
- Primary Bedroom Suite
- City Lights View
- Property is near a park
- Melinda Heights Elementary School Rated A-
- Clubhouse
- Cathedral Ceiling
About This Home
As of March 2024Oh my, what a wonderful view! That's what you will say looking from the deck off the primary bedroom! Located in one of the most highly sought areas in Melinda Heights, this home is located on the perimeter of the neighborhood with views of the rolling foothills, city lights and on a clear day, even a peek of the ocean! Spacious rooms throughout the home, including a large formal living/dining area. The kitchen has tons of counter space and opens to the breakfast nook area & family room with fireplace. Enjoy that beautiful view from the kitchen & family room, too! Upstairs, all of the bedrooms are very good sized. The primary bedroom has a sliding door leading to the view deck, perfect for enjoying the sunrise! The primary bath has both a large oval tub and stall shower, dual sinks and a walk in closet. The secondary bedrooms are also good sized and they share a secondary bathroom with dual sinks and separate tub/shower with a dividing door. The backyard has a producing lemon tree, grassy area and patio area, perfect for entertaining with sunny days ahead! Conveniently located near Melinda Heights Elementary; Altisima Park (with pickle ball courts!) and community pool; access to the 241 toll road; hotel & shopping and more! This property is zoned as a detached site condominium.
Last Agent to Sell the Property
Laurel Real Estate Resources License #01161749 Listed on: 02/10/2024
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $10,660
Year Built
- Built in 1997
Lot Details
- 3,000 Sq Ft Lot
- Level Lot
- Lawn
- Front Yard
HOA Fees
Parking
- 2 Car Direct Access Garage
- Parking Available
- Driveway
Property Views
- City Lights
- Hills
Home Design
- Planned Development
Interior Spaces
- 1,857 Sq Ft Home
- 2-Story Property
- Cathedral Ceiling
- Recessed Lighting
- Gas Fireplace
- Family Room with Fireplace
- Family Room Off Kitchen
- Living Room
Kitchen
- Open to Family Room
- Granite Countertops
Bedrooms and Bathrooms
- 3 Bedrooms
- All Upper Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
Laundry
- Laundry Room
- Laundry in Garage
- Washer and Gas Dryer Hookup
Location
- Property is near a park
- Suburban Location
Schools
- Melinda Heights Elementary School
- Rancho Santa Margarita Middle School
- Trabuco Hills High School
Utilities
- Central Heating and Cooling System
Listing and Financial Details
- Tax Lot 1
- Tax Tract Number 14274
- Assessor Parcel Number 93027465
- $124 per year additional tax assessments
Community Details
Overview
- Samlarc Association, Phone Number (949) 709-0010
- Keystone Association, Phone Number (949) 833-2600
- Firstservices HOA
- Ballantree Subdivision
Amenities
- Picnic Area
- Clubhouse
Recreation
- Tennis Courts
- Pickleball Courts
- Sport Court
- Community Playground
- Community Pool
- Dog Park
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Feb 10, 2024
Closed on
Feb 20, 2024
Sold by
Taft R Terry
Bought by
Sun Wei and Li Bixia
Seller's Agent
Lisa Dunn
Laurel Real Estate Resources
Buyer's Agent
april kang
Real Estate Ebroker Inc
List Price
$1,080,000
Sold Price
$1,120,000
Premium/Discount to List
$40,000
3.7%
Views
89
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$42,015
Avg. Annual Appreciation
2.21%
Purchase Details
Listed on
Oct 7, 2019
Closed on
Oct 16, 2019
Sold by
Hammans Shelley and Fletcher Thomas
Bought by
Taft R Terry and Roger Terry Taft Living Trust
Seller's Agent
Mark Paulson
Berkshire Hathaway HomeService
Buyer's Agent
Lisa Dunn
Laurel Real Estate Resources
List Price
$699,900
Sold Price
$699,000
Premium/Discount to List
-$900
-0.13%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.59%
Original Mortgage
$391,000
Interest Rate
3.65%
Mortgage Type
Commercial
Purchase Details
Closed on
May 10, 2002
Sold by
Oliver Harry P and Oliver Lisa K
Bought by
Hammans Shelley and Fletcher Thomas
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,700
Interest Rate
6.89%
Purchase Details
Closed on
May 1, 1997
Sold by
Ballantree Llc
Bought by
Oliver Harry P and Oliver Lisa K
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$166,750
Interest Rate
7.91%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Sun Wei | $1,120,000 | First American Title | |
| Taft R Terry | $699,000 | California Title Company | |
| Hammans Shelley | $377,000 | Orange Coast Title | |
| Oliver Harry P | $208,500 | First American Title Ins |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Previous Owner | Taft R Terry | $391,000 | |
| Previous Owner | Hammans Shelley | $260,000 | |
| Previous Owner | Hammans Shelley | $254,216 | |
| Previous Owner | Hammans Shelley | $50,000 | |
| Previous Owner | Fletcher Thomas | $298,839 | |
| Previous Owner | Hammans Shelley | $300,700 | |
| Previous Owner | Oliver Harry P | $298,800 | |
| Previous Owner | Oliver Harry P | $100,000 | |
| Previous Owner | Oliver Harry P | $58,000 | |
| Previous Owner | Oliver Harry P | $35,000 | |
| Previous Owner | Oliver Harry P | $166,750 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 03/01/2024 03/01/24 | Sold | $1,120,000 | +3.7% | $603 / Sq Ft |
| 02/16/2024 02/16/24 | For Sale | $1,080,000 | -3.6% | $582 / Sq Ft |
| 02/15/2024 02/15/24 | Off Market | $1,120,000 | -- | -- |
| 02/15/2024 02/15/24 | Pending | -- | -- | -- |
| 02/10/2024 02/10/24 | For Sale | $1,080,000 | 0.0% | $582 / Sq Ft |
| 02/01/2020 02/01/20 | Rented | $3,450 | 0.0% | -- |
| 01/24/2020 01/24/20 | Under Contract | -- | -- | -- |
| 01/20/2020 01/20/20 | Price Changed | $3,450 | -1.4% | $2 / Sq Ft |
| 11/29/2019 11/29/19 | For Rent | $3,500 | 0.0% | -- |
| 11/14/2019 11/14/19 | Sold | $699,000 | -0.1% | $376 / Sq Ft |
| 10/07/2019 10/07/19 | For Sale | $699,900 | -- | $377 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $10,660 | $1,142,400 | $902,568 | $239,832 |
| 2024 | $10,660 | $1,020,000 | $795,542 | $224,458 |
| 2023 | $7,647 | $734,772 | $525,907 | $208,865 |
| 2022 | $7,521 | $720,365 | $515,595 | $204,770 |
| 2021 | $7,352 | $706,241 | $505,486 | $200,755 |
| 2020 | $7,325 | $699,000 | $500,303 | $198,697 |
| 2019 | $5,750 | $499,262 | $314,344 | $184,918 |
| 2018 | $7,001 | $489,473 | $308,180 | $181,293 |
| 2017 | $7,266 | $479,876 | $302,137 | $177,739 |
| 2016 | $7,276 | $470,467 | $296,213 | $174,254 |
| 2015 | $7,098 | $463,401 | $291,764 | $171,637 |
| 2014 | $7,374 | $454,324 | $286,049 | $168,275 |
Source: Public Records
Agents Affiliated with this Home
-
Lisa Dunn
-
april kang
a
Buyer's Agent in 2024
april kang
Real Estate Ebroker Inc
(949) 899-7748
1 in this area
5 Total Sales
-
Brandee Cook
B
Seller Co-Listing Agent in 2020
Brandee Cook
Brandee Cook, Broker
(714) 248-5085
-
Mark Paulson
Seller's Agent in 2019
Mark Paulson
Berkshire Hathaway HomeService
(714) 305-0797
2 in this area
45 Total Sales
-
S
Seller Co-Listing Agent in 2019
Sandra Starks
Coldwell Banker Realty
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC24028761
APN: 930-274-65
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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