NOT LISTED FOR SALE

Estimated Value: $1,262,000 - $1,282,000

4 Beds
3 Baths
3,164 Sq Ft
$402/Sq Ft Est. Value

Last Sold July 09, 2024

Last sale price $1,229,000 $388 Per Sq Ft

Est. 3% increase in value since last sale

Current estimated payment $7,306/month

7 Days on Market

Highlights

  • Lap Pool
  • Primary Bedroom Suite
  • Bonus Room
  • Rancho Buena Vista High School Rated A-
  • Park or Greenbelt View
  • Hiking Trails

About This Home

As of July 2024

Welcome Home!! Located in the much sought after gated community of Ocean Terrace. This 3164sqft home is the largest floor plan in the community. The home features 4 beds, 3 baths, HUGE bonus room, oversized 3 car garage with ample storage space, vaulted ceiling and an abundance of natural light. The home has brand new carpet through-out and fresh paint while still allowing for its new owners to add their personal touches/upgrades. The primary suite is expansive with large walk-in closet, large double vanity including make up area, jacuzzi and shower. The private backyard which backs on to a greenbelt has a large lap pool and spa and is ready for all the summer fun. Additional features include plantation shutters, indoor laundry room with additional countertop space, sink and storage. The community of Ocean Terrace is located alongside Calavera Preserve, with over 260 acres this is the perfect place for those who enjoy hiking and biking. This home and neighborhood are a must see!

Last Agent to Sell the Property

Shandell Goodman

HomeSmart Realty West Brokerage Email: shandell@californiasfinestrealty.com License #02124685 Listed on: 05/08/2024

HomeSmart Realty West

Last Buyer's Agent

Rhoda Badillo

The Avenue Home Collective License #02018808

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,293

Year Built

  • Built in 1991

Lot Details

  • 6,300 Sq Ft Lot
  • Drip System Landscaping
  • Front Yard Sprinklers
  • Garden

HOA Fees

  • $125 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Home Design

  • Entry on the 1st floor

Interior Spaces

  • 3,164 Sq Ft Home
  • 2-Story Property
  • Wood Burning Fireplace
  • Fireplace With Gas Starter
  • Family Room with Fireplace
  • Living Room with Fireplace
  • Bonus Room
  • Park or Greenbelt Views

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Washer Hookup

Pool

  • Lap Pool
  • In Ground Pool

Additional Features

  • Exterior Lighting
  • No Heating

Listing and Financial Details

  • Tax Tract Number 1177

Community Details

Overview

  • Ocean Terrace Spinnaker Ridge Association, Phone Number (760) 931-4180
  • Property is near a preserve or public land
  • Greenbelt

Recreation

  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,293

Year Built

Built in 1991

Lot Details

0

HOA Fees

$125 per month

Parking

3

Listing Details

  • Assessments: No
  • Property Attached: No
  • View: Yes
  • Zoning: residential
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Year Built: 1991
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3164.00
  • Stories: 2
  • Common Walls: No Common Walls
  • Appliances: No
  • Full Bathrooms: 3
  • Total Bedrooms: 4
  • Entry Level: 1
  • Fireplace Features: Family Room, Gas Starter, Living Room, Wood Burning
  • Levels: One
  • Price Per Square Foot: 388.43
  • Room Type: Bonus Room, Family Room, Kitchen, Laundry, Living Room, Primary Suite, Separate Family Room, Walk-In Closet

Exterior Features

  • View: Park/Greenbelt
  • Fence: No
  • Pool Features: In Ground, Lap, Private
  • Pool Private: Yes
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: No
  • Total Parking Spaces: 3.00

Utilities

  • Sprinklers: Yes
  • Heating: No
  • Laundry: Yes
  • Laundry Features: Individual Room, Inside, Washer Hookup
  • Sewer: Public Sewer

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 125.00
  • Association Fee Frequency: Monthly
  • Association Name: Ocean Terrace Spinnaker Ridge
  • Phone: 760 931 4180
  • Senior Community: No
  • Community Features: Curbs, Preserve/Public Land, Sidewalks, Storm Drains, Street Lights, Biking, Hiking

Lot Info

  • Land Lease: No
  • Lot Features: Garden, Greenbelt, Sprinklers Drip System, Sprinklers In Front
  • Lot Size Sq Ft: 6300.00
  • Lot Size Acres: 0.1446

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6300.0000 Square Feet
  • Number Of Units In Community: 204

Tax Info

  • Tax Tract Number: 01177

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 10, 2025
Sold by
Jjt Lucky Trust and Barbee Joseph A
Bought by
Jjt Lucky Trust and Barbee
Current Estimated Value
$1,271,239

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$321,821
Outstanding Balance
$292,024
Interest Rate
6.76%
Estimated Equity
$979,215

Purchase Details

Listed on
May 8, 2024
Closed on
May 17, 2024
Sold by
Morton B And Sheila J Needle Living Trus and Needle Sheila J
Bought by
Jjt Lucky Trust and Barbee
Seller's Agent
Shandell Goodman
HomeSmart Realty West
Buyer's Agent
Rhoda Badillo
The Avenue Home Collective
List Price
$1,218,000
Sold Price
$1,229,000
Premium/Discount to List
$11,000
0.9%
Views
33

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.83%
Original Mortgage
$1,106,100
Interest Rate
6.94%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 23, 2004
Sold by
Needle Morton B and Needle Sheila J
Bought by
Morton B & Shiela J Needle Living Trust

Purchase Details

Closed on
Apr 25, 1995
Sold by
Kibbett William S and Kibbett Margaret L
Bought by
Needle Morton B and Needle Sheila J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$100,000
Interest Rate
8.01%

Purchase Details

Closed on
Jun 26, 1992
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
Jjt Lucky Trust -- Lawyers Title Company
Jjt Lucky Trust $1,229,000 Ticor Title
Morton B & Shiela J Needle Living Trust -- --
Needle Morton B $298,000 South Coast Title Co
-- $290,900 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Jjt Lucky Trust $321,821
Open Jjt Lucky Trust $806,500
Previous Owner Jjt Lucky Trust $1,106,100
Previous Owner Needle Morton B $100,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/09/2024 07/09/24 Sold $1,229,000 +0.9% $388 / Sq Ft
05/15/2024 05/15/24 Pending -- -- --
05/08/2024 05/08/24 For Sale $1,218,000 -- $385 / 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 $5,293 $1,229,000 $900,000 $329,000
2024 $5,293 $490,710 $161,367 $329,343
2023 $5,164 $481,089 $158,203 $322,886
2022 $5,150 $471,656 $155,101 $316,555
2021 $5,033 $462,409 $152,060 $310,349
2020 $5,015 $457,668 $150,501 $307,167
2019 $4,940 $448,695 $147,550 $301,145
2018 $4,694 $439,898 $144,657 $295,241
2017 $70 $431,273 $141,821 $289,452
2016 $4,494 $422,818 $139,041 $283,777
2015 $4,476 $416,468 $136,953 $279,515
2014 $4,364 $408,311 $134,271 $274,040
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NDP2403938

California Regional Multiple Listing Service (CRMLS)

APN: 169-455-27