NOT LISTED FOR SALE

9 Bergenia Rancho Santa Margarita, CA 92688

Estimated Value: $1,077,031 - $1,202,000

3 Beds
2.5 Baths
1,652 Sq Ft
$695/Sq Ft Est. Value

Last Sold November 29, 2012

Last sale price $470,000 $285 Per Sq Ft

Est. 144% increase in value since last sale

Current estimated payment $6,591/month

8 Days on Market

Highlights

  • Private Pool
  • All Bedrooms Downstairs
  • Breakfast Area or Nook
  • Trabuco Mesa Elementary School Rated A
  • Spanish Architecture
  • 2 Car Attached Garage

About This Home

As of November 2012

First impressions are lasting impressions & you`ll remember this property for all the right reasons! A darling Montecito home in beautiful RSM. Walking up to the front you will be greeted by a lovely & spacious courtyard with a seating and entertaining area that wraps around to the gorgeous back yard. This residence boasts a very private corner lot and an OPEN View. W/3 bedrooms, 2 1/2 baths the floor plan is open and spacious w/approx 1560 sq feet of living space.The vaulted ceilings & many windows enhance the light & bright feeling you have while in this home. The kitchen features a new stainless steel stove & oven, is open to the family room which has a fireplace for those cozy evenings. A formal dining room is perfect for all of your family gatherings. Stepping outside to the backyard you`ll be greeted with a lot of space and privacy;Room for a pool, very quiet and private. Super location close to everything ,it doesn`t get better than this. Welcome home to 9 Bergenia!!!

Last Agent to Sell the Property

Joan Wilson

Regency Real Estate Brokers License #00420118 Listed on: 10/10/2012

Regency Real Estate Brokers

Last Buyer's Agent

Teresa Showalter

Keller Williams Realty License #01397017

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,940

Year Built

  • Built in 1987

Lot Details

  • 5,414

HOA Fees

  • $55 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Two Garage Doors
  • Garage Door Opener
  • Driveway

Home Design

  • Spanish Architecture
  • Block Foundation
  • Slab Foundation
  • Spanish Tile Roof
  • Clay Roof
  • Stucco

Interior Spaces

  • 1,652 Sq Ft Home
  • Wood Burning Fireplace
  • Electric Fireplace
  • Gas Fireplace
  • Entrance Foyer
  • Family Room
  • Storage
  • Laundry in Garage

Kitchen

  • Breakfast Area or Nook
  • Gas Oven or Range
  • Range
  • Dishwasher
  • Ceramic Countertops

Flooring

  • Carpet
  • Tile
  • Vinyl

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Bedrooms Down
  • Jack-and-Jill Bathroom

Pool

  • Private Pool
  • Spa

Utilities

  • Central Heating and Cooling System
  • Sewer Paid

Additional Features

  • Slab Porch or Patio
  • 5,414 Sq Ft Lot

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 12465
  • Assessor Parcel Number 83328401

Community Details

Overview

  • Villa Verde

Recreation

  • Community Pool
  • Community Spa

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,940

Year Built

Built in 1987

Lot Details

0

HOA Fees

$55 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Montecito
  • View: No
  • Architectural Style: Spanish
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 83328401
  • Year Built: 1987
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1652.00
  • Interior Amenities: Ceramic Counters, Storage
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile, Vinyl
  • Appliances: Yes
  • Full Bathrooms: 1
  • Half Bathrooms: 1
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 3
  • Eating Area: Breakfast Nook
  • Fireplace Features: Electric, Gas, Wood Burning
  • Levels: Two
  • Price Per Square Foot: 284.50
  • Room Type: All Bedrooms Down, Family Room, Foyer, Jack & Jill
  • Spa Features: Association

Exterior Features

  • Patio: Yes
  • Foundation: Block, Slab
  • Fence: No
  • Patio And Porch Features: Concrete, Slab
  • Pool Features: Association
  • Pool Private: Yes
  • Roof: Clay, Spanish Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Concrete, Driveway, Garage Door Opener, Garage - Two Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Connected
  • Sprinklers: No
  • Heating: No
  • Laundry: No
  • Appliances: Dishwasher, Free Standing, Gas Cooking, Range
  • Heating Type: Central
  • Laundry Features: In Garage
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub
  • Association Fee: 55.00
  • Association Fee Frequency: Monthly
  • Senior Community: No

Lot Info

  • Land Lease Purchase: No
  • Lot Size Sq Ft: 5414.00
  • Lot Size Acres: 0.1240

Multi Family

  • Lease Considered: No
  • Lot Size Area: 5414.0000 Square Feet

Tax Info

  • Tax Lot: 1
  • Tax Tract Number: 12465

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
May 20, 2016
Sold by
Beyer Nathan P and Beyer Stephanie A
Bought by
Beyer Nathan P and Beyer Stephanie A
Current Estimated Value
$1,148,508

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$436,000
Outstanding Balance
$346,179
Interest Rate
3.58%
Mortgage Type
New Conventional
Estimated Equity
$802,329

Purchase Details

Listed on
Oct 10, 2012
Closed on
Oct 22, 2012
Sold by
Green Dennis M and Green Renee C
Bought by
Beyer Nathan and Schuurmans Stephanie
Seller's Agent
Joan Wilson
Regency Real Estate Brokers
Buyer's Agent
Teresa Showalter
Keller Williams Realty
List Price
$459,900
Sold Price
$470,000
Premium/Discount to List
$10,100
2.2%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.16%
Original Mortgage
$461,487
Interest Rate
3.5%
Mortgage Type
FHA

Purchase Details

Closed on
Dec 17, 2001
Sold by
Merritt Kenneth B and Merritt Patricia L
Bought by
Green Dennis M and Green Renee C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$263,200
Interest Rate
6.84%
Mortgage Type
Balloon

Purchase Details

Closed on
Aug 4, 1997
Sold by
Esther Mendelsohn and Esther Michael
Bought by
Merritt Kenneth B and Merritt Patricia L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$185,250
Interest Rate
7.61%

Purchase Details

Closed on
Aug 4, 1995
Sold by
Mendelsohn Esther B
Bought by
Mendelsohn Esther B and Mendelsohn Michael S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$103,000
Interest Rate
7.5%
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
Beyer Nathan P -- Lawyers Title
Beyer Nathan $470,000 Orange Coast Title Company O
Green Dennis M $329,000 Fidelity National Title Ins
Merritt Kenneth B $195,000 Fidelity National Title Ins
Merritt Kenneth B $195,000 Fidelity National Title Ins
Mendelsohn Esther B -- Commonwealth Land Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Beyer Nathan P $436,000
Closed Beyer Nathan $461,487
Previous Owner Green Dennis M $263,200
Previous Owner Merritt Kenneth B $185,250
Previous Owner Mendelsohn Esther B $103,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
11/29/2012 11/29/12 Sold $470,000 0.0% $285 / Sq Ft
10/18/2012 10/18/12 Pending -- -- --
10/16/2012 10/16/12 Off Market $470,000 -- --
10/10/2012 10/10/12 For Sale $459,900 -- $278 / 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 $5,940 $578,764 $415,335 $163,429
2024 $5,940 $567,416 $407,191 $160,225
2023 $5,805 $556,291 $399,207 $157,084
2022 $5,707 $545,384 $391,380 $154,004
2021 $4,868 $534,691 $383,706 $150,985
2020 $5,558 $529,209 $379,772 $149,437
2019 $6,215 $518,833 $372,326 $146,507
2018 $6,126 $508,660 $365,025 $143,635
2017 $6,207 $498,687 $357,868 $140,819
2016 $6,641 $488,909 $350,851 $138,058
2015 $6,805 $481,566 $345,581 $135,985
2014 $6,673 $472,133 $338,811 $133,322
Source: Public Records

Agents Affiliated with this Home

  • J

    Seller's Agent in 2012

    Joan Wilson

    Regency Real Estate Brokers

    (949) 433-2620

    29 in this area

    30 Total Sales

    Joan Wilson
    Section Image

  • T

    Buyer's Agent in 2012

    Teresa Showalter

    Keller Williams Realty

See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: S714604

California Regional Multiple Listing Service (CRMLS)

APN: 833-284-01

California Orange County Rancho Santa Margarita 92688

9 Bergenia, Rancho Santa Margarita, CA

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