NOT LISTED FOR SALE

5122 Montreal Dr San Jose, CA 95130

Westmont Neighborhood

Estimated Value: $2,005,000 - $2,064,910

3 Beds
2 Baths
1,127 Sq Ft
$1,813/Sq Ft Est. Value

Last Sold May 29, 2013

Last sale price $895,000 $794 Per Sq Ft

Est. 128% increase in value since last sale

Current estimated payment $12,000/month

9 Days on Market

Highlights

  • Primary Bedroom Suite
  • Deck
  • Wood Flooring
  • Westmont High School Rated A
  • Two Way Fireplace
  • Covered Patio or Porch

About This Home

As of May 2013

Welcome to this elegant, upgraded home. The chefs grade kitchen is complete with granite counter tops, cherry cabinets, stainless appliances, drink refrigerator & natural stone lined fireplace. The home has built-in speakers, recessed lighting, closet organizers, hardwood floors, double paned windows & doors. Master bathroom with marble and subway tiles. Forest Hill, Rolling Hills & Westmont High

Last Agent to Sell the Property

Margit Forsberg

Compass License #00671999 Listed on: 04/22/2013

Last Buyer's Agent

Hans Vilaivan

KW Advisors License #01862351

KW Advisors

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $14,543

Year Built

  • Built in 1959

Lot Details

  • Fenced
  • Front and Back Yard Sprinklers
  • Sprinklers on Timer
  • Zoning described as R18

Parking

  • 2 Car Garage

Home Design

  • Composition Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,127 Sq Ft Home
  • 1-Story Property
  • Two Way Fireplace
  • Double Pane Windows
  • Living Room with Fireplace
  • Dining Room
  • Laundry in Garage

Kitchen

  • Eat-In Kitchen
  • Built-In Oven
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Wood
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom Suite
  • 2 Full Bathrooms

Outdoor Features

  • Deck
  • Covered Patio or Porch

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Within 50 Feet
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 403-35-034

Home Details

Home Type

Single Family

Est. Annual Taxes

$14,543

Year Built

Built in 1959

Lot Details

0

Parking

2

Listing Details

  • Subclass: Single Family Home
  • Style: Ranch
  • Age: 54
  • Sale Price Per Sq Ft: 794.14
  • Listing Class: Residential
  • Structure Sq Ft: 1127
  • Barclay Horizontal: 27
  • Barclays Page: 75
  • Incorporated: Yes
  • Map Book Page: 852
  • Map Book Page Secondary: 75
  • Map Side Coordinate: 7
  • Map Side Coordinate Secondary: 59
  • Map Top Coordinate: J
  • Map Top Coordinate Secondary: 27
  • Thomas Bros Page: 852
  • Thomas Brothers: J7
  • Year Built: 1959
  • Zoning Description: R18
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Family Room: No Family Room, No Separate Family Room
  • Fireplace: Living Room, Dual See Thru, Yes
  • Dining Room: No Formal Dining Room, Eat in Kitchen
  • Kitchen: Dishwasher, Garbage Disposal, Refrigerator, Microwave, Oven - Built-In
  • Living Sq Ft: 1127
  • Stories: 1
  • Bedrooms: Primary Suite / Retreat
  • Laundry: In Garage
  • Flooring: Tile, Wood
  • Maximum Bathrooms: 2
  • Maximum Numberof Bedrooms: 3
  • Minimum Bathrooms: 2
  • Minimum Numberof Bedrooms: 3
  • Full Bathrooms: 2
  • Total Bedrooms: 3

Exterior Features

  • Foundation: Concrete Perimeter
  • Pool Description: Pool - No
  • Roof: Composition
  • Yard/Grounds: Patio(s)/Deck(s) - Covered, Sprinkler(s) - Front, Sprinkler(s) - Rear, Sprinklers - Auto, Deck, Fenced

Garage/Parking

  • Garage Spaces: 2
  • Garage Max: 2
  • Garage Min: 2

Utilities

  • Cooling System: Central AC
  • Heating System: Forced Air
  • Sewer/Septic System: Sewer in Street, Sewer Connected

Association/Amenities

  • Amenities Miscellaneous: Double Pane Windows(s)

Schools

  • School District: Campbell Union High
  • Elementary School: Forest Hill Elementary
  • Middle School: Rolling Hills Middle
  • High School: Westmont High
  • High School: 242
  • Elementary School: 55
  • Middle School: 63

Lot Info

  • Parcel Number: 403-35-034
  • List Price per Sq Ft: 664.60
  • Lot Size Area Minimum Units: Square Feet
  • Minimum Lot Size: 6000.00
  • Lot Size Area Maximum Units: Square Feet
  • Lot Size Area Max Search: 6000.00
  • Lot Size Area Min Search: 6000.00
  • Maximum Lot Size: 6000.00
  • Map Book: Thomas Bros
  • Map Book Secondary: Barclay

Green Features

  • Energy Features: Double Pane Windows

Multi Family

  • Maximum Building Height: 1
  • Minimum Building Height: 1

MLS Schools

  • High School District Text: Campbell Union High
  • Elementary School Text: Forest Hill Elementary
  • High School Text: Westmont High
  • Middle School Text: Rolling Hills Middle

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 22, 2013
Closed on
May 3, 2013
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Shen Ting and Mao Jianxiu
Seller's Agent
Margit Forsberg
Compass
Buyer's Agent
Hans Vilaivan
KW Advisors
List Price
$749,000
Sold Price
$895,000
Premium/Discount to List
$146,000
19.49%
Current Estimated Value
$2,042,728

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,147,728
Avg. Annual Appreciation
6.99%
Original Mortgage
$625,000
Interest Rate
3.12%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 9, 2011
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Rotbert Craig N and Rotbert Faye L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$308,500
Interest Rate
4.63%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 5, 2011
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Rotbert Craig N and Rotbert Faye L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$308,500
Interest Rate
4.63%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 14, 2010
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Rotbert Criag N and Rotbert Faye L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$307,600
Interest Rate
4.45%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 11, 2009
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Rotbert Craig N and Rotbert Faye L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$312,500
Interest Rate
5.03%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 9, 2005
Sold by
Rotbert Craig N and Rotbert Faye L
Bought by
Rotbert Craig N and Rotbert Faye L

Purchase Details

Closed on
Mar 27, 2002
Sold by
Valstyn Carol
Bought by
Valstyn Carol

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$392,000
Interest Rate
6.75%

Purchase Details

Closed on
Mar 22, 2002
Sold by
Valstyn Carol
Bought by
Rotbert Craig N and Rotbert Faye L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$392,000
Interest Rate
6.75%

Purchase Details

Closed on
Feb 11, 1999
Sold by
Cozart Cloyd L
Bought by
Cozart Cloyd Lee
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
Shen Ting $895,000 Chicago Title Company
Rotbert Craig N -- First American Title Company
Rotbert Craig N -- Accommodation
Rotbert Criag N -- Accommodation
Rotbert Craig N -- First American Title Company
Rotbert Craig N -- First American Title Company
Rotbert Craig N -- First American Title Company
Rotbert Craig N -- --
Valstyn Carol -- Stewart Title
Rotbert Craig N $490,000 Stewart Title
Cozart Cloyd Lee -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Shen Ting $530,000
Closed Shen Ting $549,000
Closed Shen Ting $606,000
Closed Shen Ting $625,000
Previous Owner Rotbert Craig N $308,500
Previous Owner Rotbert Craig N $307,600
Previous Owner Rotbert Craig N $312,500
Previous Owner Rotbert Craig N $333,700
Previous Owner Rotbert Craig N $392,000
Previous Owner Rotbert Craig N $48,950
Previous Owner Rotbert Craig N $392,000
Closed Rotbert Craig N $49,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/29/2013 05/29/13 Sold $895,000 +19.5% $794 / Sq Ft
05/01/2013 05/01/13 Pending -- -- --
04/22/2013 04/22/13 For Sale $749,000 -- $665 / Sq Ft
Source: MLSListings

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 $14,543 $1,102,117 $826,529 $275,588
2024 $14,543 $1,080,508 $810,323 $270,185
2023 $14,281 $1,059,323 $794,435 $264,888
2022 $14,171 $1,038,553 $778,858 $259,695
2021 $13,911 $1,018,190 $763,587 $254,603
2020 $13,560 $1,007,751 $755,758 $251,993
2019 $13,399 $987,992 $740,940 $247,052
2018 $13,033 $968,620 $726,412 $242,208
2017 $12,787 $949,628 $712,169 $237,459
2016 $12,070 $931,008 $698,205 $232,803
2015 $11,907 $917,025 $687,718 $229,307
2014 $11,198 $899,063 $674,247 $224,816
Source: Public Records

Agents Affiliated with this Home

  • M

    Seller's Agent in 2013

    Margit Forsberg

    Compass

  • Hans Vilaivan

    Buyer's Agent in 2013

    Hans Vilaivan

    KW Advisors

    (408) 858-6126

    60 Total Sales

    Hans Vilaivan
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Map

Source: MLSListings

MLS Number: ML81313190

MLSListings

APN: 403-35-034

California Santa Clara County San Jose 95130 Westmont

5122 Montreal Dr, San Jose, CA

This home is located at 5122 Montreal Dr, San Jose, CA 95130 since 22 April 2013 and is currently estimated at $2,042,728, approximately $1,812 per square foot. This property was built in 1959. 5122 Montreal Dr is a home located in Santa Clara County with nearby schools including Westmont High School, Forest Hill Elementary School, and Marshall Lane Elementary School.

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