NOT LISTED FOR SALE

Estimated Value: $997,185 - $1,188,000

2 Beds
2.5 Baths
2,034 Sq Ft
$400/mo HOA Fee

Last Sold October 23, 2012

Last sale price $379,500 $187 Per Sq Ft

Est. 186% increase in value since last sale

Current estimated payment $6,733/month

57 Days on Market

Highlights

  • Private Pool
  • Gated Community
  • 1.56 Acre Lot
  • La Costa Heights Elementary School Rated A
  • Golf Course View
  • Fireplace in Primary Bedroom

About This Home

As of October 2012

Welcome home! Take advantage of this rare opportunity to buy in the Roundtree Gated Community that is situated right off the South 14th hole of the La Costa Golf Resort. This home is truly turnkey with new upgraded low profile carpet, fresh paint and wood flooring. The kitchen boasts new appliances and slab granite counter tops. The personal touches such as the built in entertainment center, upstairs technology area and attention to detail really make this home special. Enjoy the ocean breeze that flows through the open floor plan with views of the golf course from the pool. The master bedroom overlooks the courtyard, has a fireplace, a wonderful bathroom and large walk in closet. The additional upstairs bonus/bedroom has a private bath, walk in closet and views of the back greens.

Last Agent to Sell the Property

Heather Pack

ERA Donahoe Realty License #01467167 Listed on: 07/15/2012

Last Buyer's Agent

NoEmail NoEmail

NONMEMBER MRML

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,835

Year Built

  • Built in 1982

Lot Details

  • Fenced

HOA Fees

  • $400 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Golf Course
  • Courtyard

Home Design

  • Contemporary Architecture
  • Turnkey
  • Tile Roof
  • Stucco

Interior Spaces

  • 2,034 Sq Ft Home
  • Living Room with Fireplace
  • Formal Dining Room

Kitchen

  • Breakfast Area or Nook
  • Oven
  • Range
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Fireplace in Primary Bedroom
  • All Upper Level Bedrooms
  • Walk-In Closet

Laundry

  • Laundry Room
  • Laundry in Garage

Pool

  • Private Pool
  • Spa

Outdoor Features

  • Patio
  • Porch

Utilities

  • Forced Air Heating and Cooling System
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 9094
  • Assessor Parcel Number 2162903902

Community Details

Overview

  • 16 Units
  • Round Tree Association, Phone Number (760) 633-2943

Recreation

  • Community Pool
  • Community Spa

Security

  • Resident Manager or Management On Site
  • Card or Code Access
  • Gated Community

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,835

Year Built

Built in 1982

Lot Details

0

HOA Fees

$400 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: Yes
  • Security: Card/Code Access, Gated Community, Resident Manager
  • View: Yes
  • Architectural Style: Contemporary
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 2162903902
  • Year Built: 1982
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2034.00
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 2
  • Eating Area: Breakfast Nook, Separated
  • Fireplace Features: Living Room, Master Bedroom
  • Levels: Two
  • Price Per Square Foot: 186.58
  • Room Type: All Bedrooms Up, Walk-In Closet
  • Spa Features: Association

Exterior Features

  • Patio: Yes
  • View: Courtyard, Golf Course
  • Fence: Yes
  • Patio And Porch Features: Porch, Patio
  • Pool Features: Association
  • Pool Private: Yes
  • Roof: Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00

Utilities

  • Utilities: Cable Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Microwave, Oven, Range, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: In Garage
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub
  • Association Fee: 400.00
  • Association Fee Frequency: Monthly
  • Association Name: Round Tree
  • Phone: 760-633-2943
  • Senior Community: No

Schools

  • School District: Carlsbad Unified

Lot Info

  • Lot Size Sq Ft: 68041.00
  • Lot Size Acres: 1.5620

Multi Family

  • Lease Considered: No
  • Lot Size Area: 68041.0000 Square Feet
  • Number Of Units In Community: 16
  • Number Of Units Total: 16

Tax Info

  • Tax Lot: 1
  • Tax Tract Number: 9094

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
May 14, 2022
Sold by
Surdy Jerome A and Surdy Mary C
Bought by
Surdy Family Trust
Current Estimated Value
$1,087,046

Purchase Details

Closed on
Jun 28, 2019
Sold by
Surdy Jerome A and Surdy Mary C
Bought by
Surdy Jerome A and Surdy Mary C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$227,000
Interest Rate
3.82%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 4, 2015
Sold by
Surdy Jerome A and Surdy Mary C
Bought by
Surdy Family Trust

Purchase Details

Closed on
Dec 3, 2013
Sold by
Grasso John and Grasso Lynda
Bought by
Surdy Jerome A and Surdy Mary C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$175,000
Interest Rate
4.13%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jul 15, 2012
Closed on
Sep 24, 2012
Sold by
Sunny Desert Corp
Bought by
Grasso John and Grasso Lynda
Seller's Agent
Heather Pack
ERA Donahoe Realty
Buyer's Agent
NoEmail NoEmail
NONMEMBER MRML
List Price
$399,900
Sold Price
$379,500
Premium/Discount to List
-$20,400
-5.1%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.39%
Original Mortgage
$360,000
Interest Rate
3.52%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 1, 2012
Sold by
Blehm Clayton D
Bought by
Sunny Desert Corp

Purchase Details

Closed on
Feb 18, 1999
Sold by
Ayers Joyce M
Bought by
Blehm Clayton D

Purchase Details

Closed on
Dec 2, 1994
Sold by
Shintaku Gerald Yoshito and Shintaku Cathleen C
Bought by
Ayers Joyce M

Purchase Details

Closed on
Dec 18, 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
Surdy Family Trust -- None Listed On Document
Surdy Jerome A -- None Available
Surdy Family Trust -- None Available
Surdy Jerome A $499,000 First American Title Company
Grasso John $385,000 Chicago Title
Sunny Desert Corp $292,000 None Available
Blehm Clayton D $225,000 Chicago Title Co
Ayers Joyce M $207,000 Chicago Title Company
-- $229,200 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Surdy Jerome A $227,000
Previous Owner Surdy Jerome A $175,000
Previous Owner Grasso John $360,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/23/2012 10/23/12 Sold $379,500 -5.1% $187 / Sq Ft
09/10/2012 09/10/12 Pending -- -- --
09/08/2012 09/08/12 For Sale $399,900 +5.4% $197 / Sq Ft
08/31/2012 08/31/12 Off Market $379,500 -- --
07/15/2012 07/15/12 For Sale $399,900 -- $197 / 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 $6,835 $611,693 $365,429 $246,264
2024 $6,835 $599,700 $358,264 $241,436
2023 $6,631 $587,942 $351,240 $236,702
2022 $6,466 $576,414 $344,353 $232,061
2021 $6,352 $565,112 $337,601 $227,511
2020 $6,242 $559,319 $334,140 $225,179
2019 $6,119 $548,353 $327,589 $220,764
2018 $6,003 $537,602 $321,166 $216,436
2017 $5,900 $527,062 $314,869 $212,193
2016 $5,718 $516,729 $308,696 $208,033
2015 $5,611 $508,969 $304,060 $204,909
2014 $5,479 $499,000 $298,104 $200,896
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: T12088094

California Regional Multiple Listing Service (CRMLS)

APN: 216-290-39-02