NOT LISTED FOR SALE

Estimated Value: $1,096,000 - $1,186,000

4 Beds
3.5 Baths
3,311 Sq Ft
$345/Sq Ft Est. Value

Last Sold March 24, 2023

Last sale price $1,000,000 $302 Per Sq Ft

Est. 17% increase in value since last sale

Current estimated payment $7,423/month

40 Days on Market

Highlights

  • Primary Bedroom Suite
  • 0.65 Acre Lot
  • Orchard Views
  • John F. Kennedy Elementary School Rated A-
  • Open Floorplan
  • Fireplace in Primary Bedroom

About This Home

As of March 2023

Welcome to Rancho Valencia, a unique, gated community nestled among citrus and avocado groves. Situated on an oversized corner lot, this home is the largest single-story plan in the community. As you walk the welcoming pathways that lead you into the entry courtyard, you’re surrounded by rose bushes and mature trees. Entering the home see the open floor plan with 10-foot high ceilings throughout the home. The living room, dining room, and entry have 12” ceramic tiles. In the living room, leaded glass windows let in plenty of natural light giving a custom look to the room. The dining room connects to the living room making the two rooms contiguous and great for entertaining. On the other side of the hallway is a large library with wood floors and French doors leading to a courtyard. At the end of the hall, is the great room with a gourmet kitchen and spacious family room. The kitchen has granite tile counters, a large island with a prep sink, a 5-burner gas cooktop, a breakfast bar, and rich wood cabinetry. A butler’s pantry connects the kitchen to the dining room. The family room is bright with a large fireplace, an entertainment nook, and custom wood shutters on the windows. There is space between the kitchen and the family room for an informal dining table, with views of the lovely backyard through the slider. The main bedroom has its own fireplace, a backyard door, and leaded glass windows on the back wall. All the windows have custom wood shutters and blinds. The main bathroom has a large jet tub, double sinks, granite tile counters, and a walk-in shower. Bedrooms 2 & 3 are both spacious with large closets and share a Jack and Jill bathroom. As you head towards the garage there is an office nook off the hall with built-in desks and bookcase shelving or create your own exercise room. The laundry room is large and leads to the 2-car garage. The garage has custom cabinets, epoxy flooring, and a 220V car charger. Venture outside to the backyard featuring a stamped concrete patio and pathways, fountains, rose gardens and a gas fire pit, not to mention RV/Trailer parking. The large separate casita also has its own bathroom, a perfect guest house retreat or multigeneration options. There are 3 HVAC units to keep everyone happy. The citrus groves are maintained by the HOA and are certified organic groves. Come take a look and make this home yours!

Last Agent to Sell the Property

Charlotte McKenzie

COLDWELL BANKER REALTY License #01721257 Listed on: 12/15/2022

COLDWELL BANKER REALTY

Co-Listed By

ROBERT MC KENZIE

COLDWELL BANKER REALTY License #02049571

Last Buyer's Agent

Sabrina Covington

Covington & Associates License #01351926

Home Details

Home Type

  • Single Family

Year Built

  • Built in 2003

Lot Details

  • 0.65 Acre Lot
  • Cul-De-Sac
  • Wrought Iron Fence
  • Corner Lot
  • Front and Back Yard Sprinklers
  • Garden
  • Density is up to 1 Unit/Acre

HOA Fees

  • $275 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • 5 Open Parking Spaces

Property Views

  • Orchard Views
  • Mountain
  • Park or Greenbelt
  • Neighborhood

Home Design

  • Slab Foundation
  • Fire Rated Drywall
  • Concrete Roof

Interior Spaces

  • 3,311 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Built-In Features
  • Dry Bar
  • Recessed Lighting
  • Stained Glass
  • Sliding Doors
  • Atrium Doors
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room
  • Dining Room
  • Bonus Room

Kitchen

  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Self-Cleaning Convection Oven
  • Built-In Range
  • Range Hood
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Dressing Area
  • Upgraded Bathroom
  • Jack-and-Jill Bathroom
  • Makeup or Vanity Space
  • Hydromassage or Jetted Bathtub
  • Bathtub with Shower
  • Walk-in Shower
  • Linen Closet In Bathroom

Laundry

  • Laundry Room
  • Washer Hookup

Outdoor Features

  • Exterior Lighting
  • Rain Gutters

Location

  • Property is near a park
  • Property is near public transit
  • Urban Location

Schools

  • Kennedy Elementary School
  • Earhart Middle School
  • King High School

Utilities

  • Central Heating and Cooling System
  • Vented Exhaust Fan
  • 220 Volts in Garage
  • Natural Gas Connected
  • Water Heater

Listing and Financial Details

  • Tax Lot 79
  • Tax Tract Number 29242
  • Assessor Parcel Number 276100058
  • $1,336 per year additional tax assessments

Community Details

Overview

  • Rancho Valencia Association, Phone Number (800) 404-0141

Recreation

  • Park

Security

  • Controlled Access

Home Details

Home Type

Single Family

Year Built

Built in 2003

Lot Details

0

HOA Fees

$275 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Road Surface Type: Paved
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 276100058
  • Year Built: 2003
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3311.00 Square Feet
  • Interior Amenities: Built-in Features, Dry Bar, Granite Counters, Open Floorplan, Pantry, Recessed Lighting
  • Stories: 1
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Door Features: Atrium Doors, Sliding Doors
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook, Dining Room
  • Fireplace Features: Family Room, Master Bedroom
  • Levels: One
  • Main Level Bathrooms: 4
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 302.02
  • Room Type: Bonus Room, Dressing Area, Family Room, Jack & Jill, Kitchen, Laundry, Living Room, Main Floor Master Bedroom, Master Bathroom, Master Bedroom, Master Suite, Separate Family Room
  • Window Features: Stained Glass
  • Bathroom Features: Bathtub, Shower, Shower In Tub, Jetted Tub, Linen Closet/Storage, Upgraded, Vanity Area
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room, Walk-In Pantry

Exterior Features

  • Foundation: Slab
  • View: Mountain(s), Neighborhood, Orchard, Park/Greenbelt
  • Fence: Yes
  • Fencing: Wrought Iron
  • Pool Private: No
  • Roof: Concrete
  • Construction Materials: Drywall Walls

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 7.00
  • Uncovered Spaces: 5.00

Utilities

  • Utilities: Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Built-In Range, Convection Oven, Dishwasher, Microwave, Range Hood, Self Cleaning Oven, Vented Exhaust Fan, Water Heater
  • Electric: 220 Volts in Garage
  • Heating Type: Central
  • Laundry Features: Inside, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Controlled Access
  • Association Fee: 275.00
  • Association Fee Frequency: Monthly
  • Association Name: Rancho Valencia
  • Phone: 800-404-0141
  • Senior Community: No
  • Community Features: Curbs, Gutters, Park, Sidewalks, Street Lights, Urban
  • Association Management: Rancho Valencia

Schools

  • Elementary School: Kennedy
  • High School: King
  • Middle Or Junior School: Earhart
  • Elementary School #2: KENNED
  • High School2: KING

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre, Corner Lot, Cul-De-Sac, Front Yard, Garden, Lot 20000-39999 Sqft, Near Public Transit, Park Nearby, Sprinklers In Front, Sprinklers In Rear
  • Lot Size Sq Ft: 28314.00
  • Lot Size Acres: 0.6500
  • Latitude Manual: 33.90348600

Multi Family

  • Lease Considered: No
  • Lot Size Area: 28314.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 420.05
  • Tax Lot: 79
  • Tax Tract Number: 29242
  • TaxOtherAnnualAssessmentAmount: 1336.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 8, 2023
Sold by
Nishiie Paul and Jost Andreas
Bought by
Jost & Nishiie Trust and Jost
Current Estimated Value
$1,167,270

Purchase Details

Listed on
Dec 15, 2022
Closed on
Jan 26, 2023
Sold by
Ellison John A Living Trust
Bought by
Nishiie Paul Kunio and Jost Andreas
Seller's Agent
Charlotte McKenzie
COLDWELL BANKER REALTY
Buyer's Agent
Sabrina Covington
Covington & Associates
List Price
$990,000
Sold Price
$1,000,000
Premium/Discount to List
$10,000
1.01%
Views
63

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.90%

Purchase Details

Closed on
Oct 16, 2018
Sold by
Ellison John A
Bought by
Ellison John A and John A Ellison Living Trust U A Date

Purchase Details

Closed on
Dec 19, 2017
Sold by
Heinson Ann
Bought by
Heinson Ann and The Heinson Trust

Purchase Details

Closed on
Mar 3, 2016
Sold by
Heinson Ann and Ellison John A
Bought by
Heinson Ann and Ellison John A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$290,000
Interest Rate
3%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Apr 4, 2015
Sold by
Heinson Ann
Bought by
Heinson Ann and Ellison John A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$294,000
Interest Rate
3%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 3, 2015
Sold by
Ellison John A
Bought by
Heinson Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$294,000
Interest Rate
3%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 16, 2009
Sold by
Ellison John A and Heinson Ann
Bought by
Ellison John A and Heinson Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Interest Rate
5.19%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 9, 2005
Sold by
Ellison John A and Heinson Ann
Bought by
Ellison John A and Heinson Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$625,500
Interest Rate
5.72%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 20, 2004
Sold by
Turner Sutton Karen Gwen
Bought by
Sutton Robert W and Sutton Karen G

Purchase Details

Closed on
Apr 25, 2002
Sold by
Continental Residential Inc
Bought by
Turner Karen G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$314,300
Interest Rate
6.7%
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Jost & Nishiie Trust -- None Listed On Document
Nishiie Paul -- None Listed On Document
Nishiie Paul Kunio $1,000,000 --
Ellison John A -- None Available
Heinson Ann -- None Available
Heinson Ann -- First American Title Company
Heinson Ann -- None Available
Heinson Ann -- First American Title
Ellison John A -- Title Court Service Inc
Ellison John A -- Diversified Title & Escrow
Ellison John A $695,000 Diversified Title & Escrow
Sutton Robert W -- --
Turner Karen G $393,000 Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Heinson Ann $290,000
Previous Owner Heinson Ann $294,000
Previous Owner Ellison John A $380,000
Previous Owner Ellison John A $625,500
Previous Owner Turner Karen G $314,300
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
03/24/2023 03/24/23 Sold $1,000,000 +1.0% $302 / Sq Ft
01/24/2023 01/24/23 Pending -- -- --
12/15/2022 12/15/22 For Sale $990,000 -- $299 / 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 $12,380 $1,040,400 $187,272 $853,128
2023 $12,380 $931,134 $187,559 $743,575
2022 $11,396 $912,878 $183,882 $728,996
2021 $10,357 $815,825 $161,965 $653,860
2020 $9,403 $728,416 $144,612 $583,804
2019 $9,171 $707,200 $140,400 $566,800
2018 $8,865 $680,000 $135,000 $545,000
2017 $8,878 $680,000 $137,000 $543,000
2016 $8,164 $645,000 $130,000 $515,000
2015 $7,924 $619,000 $125,000 $494,000
2014 $7,333 $558,000 $112,000 $446,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: IV22255921

California Regional Multiple Listing Service (CRMLS)

APN: 276-100-058