S
Seller's Agent in 2023
Steven Kowalczyk
Professional Real Estate Sales
(949) 481-2171
1 in this area
6 Total Sales
5407 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $3,024,000 - $3,582,000
5
Beds
5.5
Baths
4,299
Sq Ft
$769/Sq Ft
Est. Value
Highlights
- Heated In Ground Pool
- Solar Power System
- Automatic Gate
- Portola Hills Elementary School Rated A
- Primary Bedroom Suite
- Gated Community
About This Home
As of February 2023PURE PERFECTION this home is a 10+ (PLAN 4) at the Oaks of Portola. This home has it all!! situated on an oversized lot with over $850k in builder & private designer upgrades. Upon entry you will immediately indulge in large open rooms with modern/contemporary allure. The vast & completely open concept style living room connects the home seamlessly with the gourmet kitchen, complete with a state-of-the-art appliance’s custom cabinetry & custom quartz kitchen counters making this kitchen a culinary dream come true. The large custom quartz kitchen island sits beautifully beside the open living room area making true ultimate entertainers delight. From the kitchen or living room you cannot help but be drawn into looking at a masterfully designed custom backyard pool area. The pool is perfectly located to accent the large back yard making it an Entertainers delight!! The backyard is complete with LYNX BBQ & outdoor appliances. This 5-bedroom home has a downstairs bedroom complete with kitchenette. There are 3 large upstairs secondary bedrooms each having their own en suite. The master bedroom is equipped with oversized walk-in shower Large soaking tub and large walk-in closet. Not to be missed is the upstairs bonus room/family retreat. This is an extremely well-Kept CLEAN home with tremendous amounts of upgrades throughout. There was no expense spared when designing this home with complete pride of ownership.
Last Agent to Sell the Property
Professional Real Estate Sales License #01414827 Listed on: 11/28/2022
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $33,778
Year Built
- Built in 2021
Lot Details
- 7,923 Sq Ft Lot
- Property fronts a private road
- Cross Fenced
- Wrought Iron Fence
- Block Wall Fence
- Fence is in excellent condition
- Drip System Landscaping
- Corner Lot
- Rectangular Lot
- Sprinklers Throughout Yard
- Wooded Lot
- Back and Front Yard
- Density is up to 1 Unit/Acre
- On-Hand Building Permits
HOA Fees
- $380 Monthly HOA Fees
Parking
- 2 Car Attached Garage
- Electric Vehicle Home Charger
- Parking Available
- Front Facing Garage
- Single Garage Door
- Garage Door Opener
- Driveway
- Automatic Gate
Home Design
- Spanish Architecture
- Mediterranean Architecture
- Brick Exterior Construction
- Permanent Foundation
- Fire Rated Drywall
- Blown-In Insulation
- Spanish Tile Roof
- Pre-Cast Concrete Construction
- Concrete Perimeter Foundation
Interior Spaces
- 4,299 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Wired For Sound
- Wired For Data
- Built-In Features
- Two Story Ceilings
- Ceiling Fan
- Recessed Lighting
- Free Standing Fireplace
- Fireplace Features Masonry
- Electric Fireplace
- Gas Fireplace
- Double Pane Windows
- Awning
- Insulated Windows
- Custom Window Coverings
- Roller Shields
- Window Screens
- Sliding Doors
- Panel Doors
- Formal Entry
- Family Room with Fireplace
- Family Room Off Kitchen
- Living Room
- Formal Dining Room
- Home Office
- Bonus Room
- Storage
- Neighborhood Views
Kitchen
- Kitchenette
- Breakfast Area or Nook
- Open to Family Room
- Eat-In Kitchen
- Breakfast Bar
- Walk-In Pantry
- Butlers Pantry
- Double Self-Cleaning Convection Oven
- Electric Oven
- Six Burner Stove
- Built-In Range
- Range Hood
- Recirculated Exhaust Fan
- Microwave
- Water Line To Refrigerator
- Dishwasher
- Kitchen Island
- Quartz Countertops
- Pots and Pans Drawers
- Built-In Trash or Recycling Cabinet
- Self-Closing Drawers and Cabinet Doors
- Disposal
- Instant Hot Water
Flooring
- Carpet
- Tile
- Vinyl
Bedrooms and Bathrooms
- 5 Bedrooms | 1 Main Level Bedroom
- Primary Bedroom Suite
- Walk-In Closet
- In-Law or Guest Suite
- Bathroom on Main Level
- Dual Vanity Sinks in Primary Bathroom
- Soaking Tub
- Bathtub with Shower
- Multiple Shower Heads
- Walk-in Shower
Laundry
- Laundry Room
- Laundry on upper level
- Washer and Gas Dryer Hookup
Home Security
- Closed Circuit Camera
- Carbon Monoxide Detectors
- Fire and Smoke Detector
- Fire Sprinkler System
Accessible Home Design
- Halls are 36 inches wide or more
- Doors swing in
- Doors are 32 inches wide or more
- More Than Two Accessible Exits
- Low Pile Carpeting
Eco-Friendly Details
- ENERGY STAR Qualified Appliances
- Energy-Efficient Windows
- Energy-Efficient Lighting
- Energy-Efficient Insulation
- ENERGY STAR Qualified Equipment
- Energy-Efficient Thermostat
- Solar Power System
Pool
- Heated In Ground Pool
- Heated Spa
- Gas Heated Pool
- Gunite Pool
- Saltwater Pool
- Gunite Spa
- Waterfall Pool Feature
- Pool Tile
- Permits For Spa
- Permits for Pool
Outdoor Features
- Covered Patio or Porch
- Outdoor Fireplace
- Arizona Room
- Fire Pit
- Exterior Lighting
- Outdoor Grill
- Rain Gutters
Location
- Property is near a park
Schools
- Portola Hills Elementary School
- Serrano Intermediate
- El Toro High School
Utilities
- Two cooling system units
- High Efficiency Air Conditioning
- Whole House Fan
- Central Heating and Cooling System
- Heating System Uses Natural Gas
- 220 Volts in Garage
- Natural Gas Connected
- Tankless Water Heater
- Hot Water Circulator
- Water Purifier
- Water Softener
- Cable TV Available
Listing and Financial Details
- Tax Lot 46
- Tax Tract Number 17300
- Assessor Parcel Number 60651148
- $49 per year additional tax assessments
Community Details
Overview
- Portola Hills North Association, Phone Number (949) 833-2600
- Keystone Pacific Property Management Llc HOA
- Built by Usa Portola East LLC
- Foothills
- Property is near a preserve or public land
Amenities
- Community Barbecue Grill
- Clubhouse
Recreation
- Community Playground
- Community Pool
- Community Spa
- Park
- Dog Park
- Hiking Trails
- Bike Trail
Security
- Card or Code Access
- Gated Community
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Nov 28, 2022
Closed on
Jan 25, 2023
Sold by
Williams Irina and Williams Jordan
Bought by
Mosley Emmett and Mosley Cynthia
Seller's Agent
Steven Kowalczyk
Professional Real Estate Sales
Buyer's Agent
Jeena Burnett
HomeSmart, Evergreen Realty
List Price
$3,099,999
Sold Price
$3,125,000
Premium/Discount to List
$25,001
0.81%
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
$181,415
Avg. Annual Appreciation
2.23%
Purchase Details
Closed on
Jan 14, 2021
Sold by
Usa Portola East Llc
Bought by
Williams Irina and Williams Jordan
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$822,375
Interest Rate
2.73%
Mortgage Type
New Conventional
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 |
|---|---|---|---|
| Mosley Emmett | $3,150,000 | First American Title | |
| Williams Irina | $1,587,000 | Fntg Builder Services |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Previous Owner | Williams Jordan | $40,000 | |
| Previous Owner | Williams Irina | $288,200 | |
| Previous Owner | Williams Irina | $288,200 | |
| Previous Owner | Williams Irina | $822,375 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 02/13/2023 02/13/23 | Sold | $3,125,000 | +0.8% | $727 / Sq Ft |
| 01/10/2023 01/10/23 | Pending | -- | -- | -- |
| 11/28/2022 11/28/22 | For Sale | $3,099,999 | -- | $721 / 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 | $33,778 | $3,277,260 | $1,876,179 | $1,401,081 |
| 2024 | $33,778 | $3,213,000 | $1,839,391 | $1,373,609 |
| 2023 | $17,599 | $1,698,668 | $472,112 | $1,226,556 |
| 2022 | $17,285 | $1,665,361 | $462,855 | $1,202,506 |
| 2021 | $9,364 | $908,313 | $75,623 | $832,690 |
| 2020 | $279 | $24,848 | $24,848 | $0 |
| 2019 | $297 | $24,361 | $24,361 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Steven Kowalczyk
-
Jeena Burnett
Buyer's Agent in 2023
Jeena Burnett
HomeSmart, Evergreen Realty
(949) 400-2625
1 in this area
17 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC22247141
APN: 606-511-48
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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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