$669,000
SOLD MAR 21, 2016
2 Beds
2.5 Baths
2,149 Sq Ft
4,864 Sq Ft Lot

Recently Sold

$311 Per Sq Ft

1% Below List Price

3 Days on Market

Highlights

  • Ocean View
  • Fitness Center
  • Senior Community
  • Golf Course Community
  • Spa
  • RV Parking in Community

About This Home

As of September 2019

Wonderful home, pride of ownership, 2 bedroom with huge loft and 2.5 bathrooms, 2,149 sq. ft. of living space, open floor plan and beautiful ocean views. Upgrades throughout, central A/C and heat, built in outdoor BBQ, tile and wood floors, custom tile entry, lush landscape, active 55+ gated community with resort-like amenities, private 18 hole golf course, oversized heated pool and spa, tennis courts, dog park, RV park, 27,000 sq. ft. clubhouse and auditorium, fitness center, billiard room, arts and craft studio, photo lab center, dance, music, movie and card room. Truly a must see. This is not just living...it's a lifestyle! To Live, Live by the Sea!

Last Agent to Sell the Property

Justin Miller

Beach City Brokers License #01425870 Listed on: 02/08/2016

Beach City Brokers

Last Buyer's Agent

Brett Wheeler

Engel & Völkers Newport Beach License #01965687

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,785

Year Built

  • Built in 1998

Lot Details

  • 4,864 Sq Ft Lot
  • Sprinkler System
  • Private Yard

HOA Fees

  • $430 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • 2 Open Parking Spaces
  • Parking Available
  • Driveway

Property Views

  • Ocean
  • Panoramic
  • Mountain

Home Design

  • Spanish Architecture
  • Mediterranean Architecture
  • Fire Rated Drywall
  • Tile Roof
  • Clay Roof

Interior Spaces

  • 2,149 Sq Ft Home
  • Formal Entry
  • Family Room with Fireplace
  • Great Room
  • Family or Dining Combination
  • Den
  • Loft
  • Laundry Room

Flooring

  • Wood
  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms

Outdoor Features

  • Spa
  • Covered Patio or Porch

Utilities

  • Forced Air Heating and Cooling System
  • Heating System Uses Natural Gas
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 64
  • Tax Tract Number 12630
  • Assessor Parcel Number 1695013200

Community Details

Overview

  • Senior Community
  • RV Parking in Community

Amenities

  • Community Barbecue Grill
  • Clubhouse
  • Banquet Facilities
  • Billiard Room
  • Card Room
  • Recreation Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Fitness Center
  • Community Pool
  • Community Spa
  • Hiking Trails

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,785

Year Built

Built in 1998

Lot Details

0

HOA Fees

$430 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Security: Gated Community
  • View: Yes
  • Architectural Style: Mediterranean, Spanish
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 1695013200
  • Year Built: 1998
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2149.00
  • Entry Location: Ground Level
  • Common Walls: No Common Walls
  • Flooring: Laminate, Tile, Wood
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 2
  • Eating Area: In Family Room, Dining Room
  • Fireplace Features: Family Room
  • Levels: Two
  • Price Per Square Foot: 311.31
  • Room Type: Den, Family Room, Formal Entry, Great Room, Loft, Master Bedroom
  • Spa Features: Association

Exterior Features

  • Patio: Yes
  • View: Mountain(s), Ocean, Panoramic
  • Patio And Porch Features: Covered, Slab
  • Pool Features: Community
  • Pool Private: No
  • Roof: Clay, Tile
  • Spa: Yes
  • Construction Materials: Drywall Walls

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Driveway
  • Total Parking Spaces: 4.00
  • Uncovered Spaces: 2.00

Utilities

  • Utilities: Cable Available, Natural Gas Available, Sewer Connected, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Forced Air, Natural Gas
  • Laundry Features: Individual Room
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Barbecue, Golf Course, Tennis Court(s), Hiking Trails, Gym/Ex Room, Clubhouse, Billiard Room, Card Room, Banquet Facilities, Recreation Room, Common RV Parking, Pet Rules
  • Association Fee: 430.00
  • Association Fee Frequency: Monthly
  • Senior Community: Yes
  • Community Features: Curbs

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Sprinkler System, Yard
  • Lot Size Sq Ft: 4864.00
  • Price Per Lot Square Foot: 137.54
  • Lot Size Acres: 0.1120

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4864.0000 Square Feet
  • Number Of Units In Community: 1

Tax Info

  • Tax Lot: 64
  • Tax Tract Number: 12630

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 13, 2019
Closed on
Sep 3, 2019
Sold by
Moran Nancie L and Lee Roy Wheeler Revocable Trus
Bought by
Henretty Jean and Henretty Family Trust
Seller's Agent
Coleen Brennan
Engel & Völkers Newport Beach
Buyer's Agent
Sue Silva
Coldwell Banker Realty
List Price
$725,000
Sold Price
$700,000
Premium/Discount to List
-$25,000
-3.45%
Current Estimated Value
$1,233,695

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$533,695
Avg. Annual Appreciation
9.55%

Purchase Details

Listed on
Feb 8, 2016
Closed on
Mar 11, 2016
Sold by
Sussman Jan
Bought by
Wheeler Lee R
Seller's Agent
Justin Miller
Beach City Brokers
Buyer's Agent
Brett Wheeler
Engel & Völkers Newport Beach
List Price
$679,000
Sold Price
$669,000
Premium/Discount to List
-$10,000
-1.47%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.30%
Original Mortgage
$363,000
Interest Rate
3.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 13, 2005
Sold by
Sussman Kurt and Sussman Shirley Zacks
Bought by
Sussman Kurt and Kurt Sussman Revocable Trust

Purchase Details

Closed on
Apr 10, 1998
Sold by
Sussman Kurt
Bought by
Sussman Shirley Zacks

Purchase Details

Closed on
Oct 23, 1997
Sold by
M J Brock & Sons Inc
Bought by
Sussman Kurt

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
7.36%
Mortgage Type
Balloon
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 Type Sale Price Title Company
Grant Deed $700,000 First American Title
Grant Deed $669,000 Bnt Title Company Of Ca
Interfamily Deed Transfer -- --
Gift Deed -- --
Grant Deed $279,500 Lawyers Title
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $363,000 New Conventional
Previous Owner $100,000 Balloon
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/24/2019 09/24/19 Sold $700,000 -3.4% $326 / Sq Ft
03/31/2019 03/31/19 Pending -- -- --
03/13/2019 03/13/19 For Sale $725,000 +8.4% $337 / Sq Ft
03/21/2016 03/21/16 Sold $669,000 -1.5% $311 / Sq Ft
02/11/2016 02/11/16 Pending -- -- --
02/08/2016 02/08/16 For Sale $679,000 -- $316 / 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 $2,785 $265,185 $132,592 $132,593
2024 $2,785 $259,987 $129,993 $129,994
2023 $2,716 $254,891 $127,445 $127,446
2022 $2,708 $249,895 $124,947 $124,948
2021 $2,646 $244,997 $122,498 $122,499
2020 $2,714 $242,485 $121,242 $121,243
2019 $7,728 $709,947 $424,483 $285,464
2018 $7,448 $696,027 $416,160 $279,867
2017 $7,309 $682,380 $408,000 $274,380
2016 $4,073 $376,702 $94,799 $281,903
2015 $4,058 $371,045 $93,376 $277,669
2014 $3,957 $363,777 $91,547 $272,230
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: SB16026532

California Regional Multiple Listing Service (CRMLS)

APN: 169-501-32