7 4 0 4 H i l l s i d e D r, La Jolla, CA 92037
7 4 0 4 H i l l s i d e D r, La Jolla, CA 92037
Single Family Residence Status 180041999 MLS # 7404 Hillside Drive Address La Jolla CA City, St 4 Beds Total 4863 Living Area Living Area Units Living Area Source 1970 Year Built
Closed
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
7 2
List Price Original List Price Close Price Subdivision Name
$9,995,000 $13,000,000 $7,500,538 Other
Neighborhood
Hidden Valley
LP / SqFt SP / SqFt Listing Date Close Date
$1,542.37 $1,542.37 7/30/2018 6/21/2019
DOM CDOM
285 285
PROPERTY HISTORY DETAIL Address 7404 Hillside Drive La Jolla, CA 92037
2.500 Buyer Agency Comp Buyer Agency Comp Type %
5
MLS #180041999
MLS # 180041999
Cross Street: Via Siena.
Directions
Public Remarks Exceptionally private, top-of-the-world marvel with out-of-this-world views. An impressive driveway leads to the 3-acre/2-parcel property, featuring a mid-century modern gem, guest house & endless possibilities! 14-ft ceilings & expansive, picture-perfect windows capture dazzling sunsets & 180-degree ocean & coastline views. Art & architectural fans will appreciate the extraordinary design elements that make this property so incomparable. Neighborhoods: Hidden Valley Equipment: Dryer,Pool/Spa/Equipment, Washer Other Fees: 0 Sewer: Sewer Connected Guest House Est. SQFT: 900
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Modern Occupant Type Parcel Number 3521420700 Zoning R-1 Entry Level Entry Location # of Units In Community Levels One
Dishwasher, Gas Oven, Gas Cooktop, Microwave, Refrigerator City Lights, Coastline, Golf Course, Mountain(s), Neighborhood, In Ground, Private Electric Dryer Hookup, Individual Room, Gas Dryer Hookup Fireplace(s), Forced Air, Natural Gas None
Carpet, Tile
Window Features
Garage Spaces 2.00 Carport Spaces Uncovered Spaces 8.00 Park/Complex Parking Driveway High School District
Senior Community? CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees Total Monthly Fee
Patio And Porch Spa Door Features Eating Area Sewer Security Features Roof Construction
Lot Size Acres 3.1300 Lot Size Area 136,461.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 136,461.00 Lot Size Source Assessor
Patio, Patio Open, Stone
Area Automatic Gate Flat, Shingle Wood Siding Foundation Details Fireplace? Yes Fireplace Guest House
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 03:43 PM
Class RESIDENTIAL
List Date 7/30/2018
DOM 285
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 11:53:18 AM
Current Entry
Closed
$7,500,538
Brett Dickinson
Pacific Sotheby's Int'l Realty
PROPERTY HISTORY DETAIL Address 7404 Hillside Drive La Jolla, CA 92037
Property Information M P U T HOLDINGS TRUST (11-25-13) N/A 7404 HILLSIDE DR LA JOLLA, CA 92037-3938 7404 HILLSIDE DR LA JOLLA, CA 92037-3938
Primary Owner : Secondary Owner : Site Address :
MLS #180041999
Mailing Address : MLS # 180041999
Prepared For: Chg Date Chg Type
Class RESIDENTIAL
Donna Medrea
09/20/2020 Current Entry Pacific Sotheby's International Realty 11:53:18 AM
List Date 7/30/2018
DOM 285
Status
Price
List Agent Agent Name
List Office Office Name
Closed
$7,500,538
Brett Dickinson
Pacific Sotheby's Int'l Realty
1111 Prospect Street Suite 100 La Jolla, CA 92037
Stewart Title
7676 Hazard Center Dr Ste1400 San Diego, CA 92108 Phone: (619) 398-5648 Fax: ( ) Property Address:
352-142-07-00
Title Representative:
Marc Angstead
Phone:
352-142-07-00 San Diego N/A 0083.03 N/A N/A 1227-H6 Abbreviated Description: DIST:0020 A ; City/Muni/Twp: SAN DIEGO
CITY:SAN DIEGO PM00628 PAR
Property Characteristics
7404 HILLSIDE DR LA JOLLA, CA 92037
Assessor's Parcel No:
Assessor Parcel Number : CountyName : Tax Account ID : Phone : Census Tract : Housing Tract Number : Lot Number : Page Grid : Legal Description :
Bedrooms : Bathrooms : Partial Bath : Total Rooms : Zoning :
3 4.0 1 0 R-1:SINGLE
Year Built : Garage : Fireplace : Pool/Spa :
2005 G N/A P
Square Feet : Lot size : Number of Units : Use Code :
4863 2.53 AC 0 Single Family Residential
Sale/Loan Information
8588771250
Thank You For Choosing Stewart Title This title information has been furnished without charge by Stewart Title in conformance with the rules established by the California Insurance Commissioner, who urges you to shop for the best service available and compare charges and fees for title insurance and other services associated with the purchase or sale of a home. This information is provided as an accommodation only. The infomation contained herein is not a complete statement or representation of the status of title to the property in question and no assurances are made or liability assumed as to the accuracy thereof. If you wish protection against loss with respect to the status of title, you should obtain a commitment, binder or policy of title insurance.
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate.
Transfer Date : Transfer Value : First Loan Amt :
06/21/2019 $7,501,000 $1,999,000
Assessment/Tax Information
Assessed Value : Land Value : Improvement Value : Percent Improvement :
$7,037,688 $6,031,135 $1,006,553 14 %
Document # : 2019-0245349 Cost/Sq Feet : $ 1542 Lender : JPMORGAN CHASE BANK NA
Tax Amount : Tax Status : Tax Rate Area : Homeowner Exemption :
$86,284.70 Current 8-001 N
© 2023 Black Knight Technologies, LLC. All Rights Reserved.
10/11/2023 07:35:05 AM
Customer Service Rep: Laura Ash
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate. © 2023 Black Knight Technologies, LLC. All Rights Reserved.
10/11/2023 07:35:05 AM
Customer Service Rep:Laura Ash
7404 HILLSIDE DR LA JOLLA, CA 92037-3938
Address
Date
Price
SqFt
BR/Bth
Year Built
Lot Size
1. 2402 Paseo Dorado, La Jolla
03/17/2023
$7,650,000
4740
4/4
2009
21159
2. 1895 Spindrift Dr, La Jolla
12/02/2022
$5,100,000
4470
4/4
1988
8184
3. 7960 Roseland Dr, La Jolla
03/21/2023
$7,250,000
4316
4/3
1984
10953
4. 2752 Caminito Prado, La Jolla
06/08/2023
$3,200,000
3924
4/4
1990
8963
5. 1245 Park Row, La Jolla
09/27/2023
$5,250,000
4349
3/4
2012
8715
6. 1424 Olivet Ln, La Jolla
04/03/2023
$5,051,000
4196
4/4
2017
27878
7. 1178 Virginia W ay, La Jolla
06/08/2023
$5,100,000
4428
4/4
2005
8719
8. 7617 Pepita W ay, La Jolla
02/21/2023
$3,950,000
4030
4/5
2003
5846
9. 7682 Hillside Dr, La Jolla
05/30/2023
$4,872,500
4765
4/4
2005
7200
10. 2352 Via Capri Ct, La Jolla
11/28/2022
$4,175,000
4531
4/3
1990
15800
Address
Date
11. 7241 Carrizo Dr, La Jolla
09/29/2023
Price $6,000,000
SqFt 5752
BR/Bth
Year Built
Lot Size
4/4
2016
14604
Criteria Selected: Searched by Radius: 1 miles Minimum Area: 3,890 SqFt. Maximum Area: 5,835 SqFt. Maximum Bathrooms: 5 Minimum Bathrooms: 3 Maximum Bedrooms: 4 Minimum Bedrooms: 2 Pool: All Land Use: Same as Subject Date Range: 04/14/2023 to 10/11/2023 Area Sales Analysis Bedrooms: Baths: Lot Size: Living Area (SqFt): Sale Price: Year Built: Age:
Median 4 4 8,963 4,428 $5,100,000 2005 18
Low 3 3 5,846 3,924 $3,200,000 1984 6
High 4 5 27,878 5,752 $7,650,000 2017 39
Subject Property Sale Date: 06/21/2019 Lot Size: 2.53 AC
Year Built: Square Feet:
2005 4,863
Price: $7,501,000 $/SF: $1,542
Pool: P BR/Bth: 3/4.0
Comparable Sales Data No.
Address
Date
1 2402 PASEO DORADO LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
SqFt BR/Bth Year Built
Lot Size Pool Pool
$0
$1,613
4,740
21,159 AC
4/4
2009
12/02/2022 $5,100,000
$0
$1,140
4,470
4/4
1988
03/21/2023 $7,250,000
$0
$1,679
4,316
4/3
1984
06/08/2023 $3,200,000 $2,000,000
$815
3,924
4/4
1990
8,184 AC
P
10,953 AC
P
8,963 AC N/A
CHADWICK GIVENS, ERIKA RHEIN GIVENS Seller: EDITH HIGH SANCHEZ, ANNE S LA WER 346-560-51-00 Document #: 2023-0150097 Lot:27 Subdivision:HIDDEN VALLEY Map Ref:MAP 6862City/Muni/Twp:LA JOLLA Single Family Residential Located approximately 0.57 miles from subject property.
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate.
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate.
© 2023 Black Knight Technologies, LLC. All Rights Reserved.
© 2023 Black Knight Technologies, LLC. All Rights Reserved.
Customer Service Rep: Laura Ash
P
DAVID C DRESSLER, LAUREN S DRESSLER Seller: STEVEN FRANK SNYDER, THE WILLIAM M 346-461-17-00 Document #: 2023-0070359 Lot:2 Subdivision:PARCEL MAP NO 11512 City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.57 miles from subject property.
4 2752 CAMINITO PRADO LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
$/SF
GERALD S SHMAVONIAN Seller: MICHAEL MARTIN BROOKS, REX D CROSS Document #: 2022-0455814 346-451-15-00 Lot:46&47 Subdivision:LA JOLLA VISTA Map Ref:MAP 1762Abbreviated Description:PORTION LOT46 Single Family Residential Located approximately 0.62 miles from subject property.
3 7960 ROSELAND DR LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
03/17/2023 $7,650,000
Loan
BPJLJ VIEW LLC Seller: WILLIAM BOLD, ROCHELLE BOLD Document #: 2023-0069281 346-400-09-00 Lot:2 Subdivision:PALMER TERRACE Map Ref:MAP 4283City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.68 miles from subject property.
2 1895 SPINDRIFT DR LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
Price
Customer Service Rep: Laura Ash
Comparable Sales Data No.
Address
Date
5 1245 PARK ROW LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
8,715 AC N/A
3/4
2012
04/03/2023 $5,051,000
$0
$1,203
4,196
4/4
2017
27,878 AC N/A
06/08/2023 $5,100,000
$0
$1,151
4,428
4/4
2005
8,719 AC N/A
02/21/2023 $3,950,000 $2,950,000
$980
4,030
4/5
2003
5,846 AC N/A
05/30/2023 $4,872,500 $1,500,000 $1,022
4,765
4/4
2005
7,200 AC N/A
11/28/2022 $4,175,000
$0
$921
4,531
4/3
1990
15,800 AC
P
2352 VIA CAPRI CT LLC Seller: ROBERT D FRANK, THE WHALEN FAMILY Document #: 2022-0450447 352-161-10-00 Lot:10 Subdivision:HIDDEN VALLEY HILLS UNIT NO 1 Map Ref:MAP 3921City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.19 miles from subject property.
11 7241 CARRIZO DR LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
4,349
XIANG LI, ZHONG JUNE WANG Seller: RICHARD P HAMADA, MICHELE D HAMADA 352-130-17-00 Document #: 2023-0140602 Lot:2 Subdivision:LA JOLLA HILLSIDE Map Ref:MAP 8782City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.24 miles from subject property.
10 2352 VIA CAPRI CT LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
Lot Size Pool Pool
CHRISTOPHER S MORRIS, CSM Seller: BARBARA FINN PRESSLEY, PRESSLEY 350-513-01-00 Document #: 2023-0044013 Lot:1 Block:1 Subdivision:VILLA TRACT OF LA JOLLA PARK Map Ref:MAP 1535City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.69 miles from subject property.
9 7682 HILLSIDE DR LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
09/27/2023 $5,250,000 $5,250,000 $1,207
SqFt BR/Bth Year Built
NELSON J BROWN, MICHELLE L BROWN Seller: SAINDAJU LLC Document #: 2023-0150293 350-483-12-00 Lot:23&24 Block:25 Subdivision:LA JOLLA PARK Map Ref:MAP 352City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.88 miles from subject property.
8 7617 PEPITA WAY LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
$/SF
OLIVET LN LLC Seller: MICHAEL NOVAK, DANIELLE CAMPBELL Document #: 2023-0085421 350-370-12-00 Lot:15-17 Block:74 Subdivision:VILLA TRACT LA JOLLA PARK Map Ref:MAP 976City/Muni/Twp:SAN DIEGO Single Family Residential Located approximately 0.64 miles from subject property.
7 1178 VIRGINIA WAY LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
Loan
ERIC KOREVAAR, THE ERIC KOREVAAR Seller: JAMES MICHAEL JONES, THE MATTHEW Document #: 2023-0262625 350-191-20-00 Block:41 Subdivision:LA JOLLA PARK Map Ref:MAP 352Abbreviated Description:PORTION LOTS17&18 Single Family Residential Located approximately 0.90 miles from subject property.
6 1424 OLIVET LN LA JOLLA, CA 92037 Owner: APN: Legal: Land Use:
Price
09/29/2023 $6,000,000
$0
$1,043
5,752
4/4
2016
14,604 AC
P
HRH LA JOLLA LLC Seller: BROCK MICHAEL WEATHERUP, MARY Document #: 2023-0265030 352-243-03-00 Lot:13 Block:C Subdivision:LA JOLLA COUNTRY CLUB HEIGHTS Map Ref:MAP 1975City/Muni/Twp:SAN Single Family Residential Located approximately 0.38 miles from subject property.
YAN QING 7430 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-142-13-00 Telephone: Square Feet: 6,822 Year Built: 2018 Sale Date: Land Use:
BASTARACHE EDWARD A & CORNELL S
Bedrooms: 5 Bathrooms: 8 Lot size:
17,865
Garage:
G
Lot size:
5,173
Garage:
G
Single Family Residential
DANG HOANG-YEN THI 7411 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-141-09-00
Bedrooms:
Telephone:
Bathrooms: 3
Telephone:
Bathrooms: 6
Square Feet: 4,283 Year Built: 1988 Sale Date:
Lot size: Garage:
Square Feet: 6,246 Year Built: 1993 Sale Date: 01/25/2007
Lot size: Garage:
Land Use:
5,344 G
Land Use:
Single Family Residential
4 12,035 G
Single Family Residential
DARNAUD FAMILY TRUST (04-25-02) 7440 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-142-15-00 Bedrooms: 3 Telephone: Bathrooms: 3
LAI CHRISTOPHER LIVING TRUST (09-30-04) 7454 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-142-04-00 Bedrooms: 4 Telephone: Bathrooms: 3
Square Feet: 4,079 Year Built: 2013 Sale Date: 03/02/2009
Square Feet: 2,972 Year Built: 1975 Sale Date:
Land Use:
Lot size:
10,621
Garage:
G
Land Use:
Single Family Residential
LUNA BEAR PHOENIX LLC
7420 CAMINITO BASSANO W LA JOLLA, CA 92037 APN: 352-730-07-00
7447 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-141-11-00
Telephone: Square Feet: 3,491 Year Built: 1990 Sale Date: 03/18/2011 Land Use:
Bedrooms:
4
Bathrooms: 3 Lot size: 6,426 Garage: G
Land Use:
Bedrooms:
3 Bathrooms: 3 Lot size:
13,500
Garage:
G
Single Family Residential
24,225
Garage:
G
Bedrooms:
Telephone: Square Feet: 7,571 Year Built: 2021 Sale Date: Land Use:
Single Family Residential
Lot size:
Single Family Residential
ZWISLER ERIC V & TORI L TRUST (03-31-10)
Square Feet: 2,434 Year Built: 1985 Sale Date:
4
Bathrooms: 5 Lot size: 18,705 Garage: G
Single Family Residential
BURGER DONALD & PAULO-BURGER HERMINIA 7401 CAMINITO BASSANO W LA JOLLA, CA 92037 APN: 352-730-06-00 Bedrooms: 4 Telephone: 858-638-5449 Bathrooms: 3 Square Feet: 2,479 Year Built: 1986 Sale Date: 06/18/1992 Land Use:
Lot size:
4,780
Garage:
G
Single Family Residential
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate.
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate.
Customer Service Rep: Laura Ash
Bedrooms: 5 Bathrooms: 7
KANTOR KEM A & RENEE J REVOCABLE 2008 TRUST (08-19-08) 7430 CAMINITO BASSANO W LA JOLLA, CA 92037 APN: 352-730-08-00 Bedrooms: 4
7407 HILLSIDE DR LA JOLLA, CA 92037 APN: 352-164-08-00 Telephone:
10/11/2023 07:35:08 AM
Square Feet: 5,327 Year Built: 1993 Sale Date: Land Use:
Single Family Residential
DEVANEY ERIC J & YONG S
© 2023 Black Knight Technologies, LLC. All Rights Reserved.
7440 CAMINITO BASSANO W LA JOLLA, CA 92037 APN: 352-730-09-00 Telephone:
© 2023 Black Knight Technologies, LLC. All Rights Reserved.
10/11/2023 07:35:10 AM
Customer Service Rep: Laura Ash
7404 HILLSIDE DR LA JOLLA, CA 92037-3938
Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate. © 2023 Black Knight Technologies, LLC. All Rights Reserved.
10/11/2023 Confidential, Proprietary and/or Trade Secret. TM SM ® Trademark(s) of Black Knight IP Holding Company, LLC, or an affiliate. © 2023 Black Knight Technologies, LLC. All Rights Reserved.
10/11/2023 07:35:12 AM
Customer Service Rep: Laura Ash
Customer Service Rep:
Laura Ash
Matt Dishman Title Officer
Stewart Title of California, Inc. 7676 Hazard Center Dr, Ste 1400 San Diego, CA 92108 Phone: (619) 564-5600 Fax: (833) 839-7044 TeamMatt@stewart.com
PRELIMINARY REPORT Order No.: 2158475 Your File No.: Buyer/Borrower Name: T B D Seller Name: Michael C Pham and Urszula Tuszewicka Property Address: 7404 Hillside Drive, La Jolla, CA 92037
In response to the above referenced application for a policy of title insurance, Stewart Title of California, Inc.
hereby reports that it is prepared to issue, or cause to be issued, as of the date hereof, a policy or policies of title insurance describing the land and the estate or interest therein hereinafter set forth, insuring against loss which may be sustained by reason of a defect, lien or encumbrance not shown or referred to as an exception below or not excluded from coverage pursuant to the printed Schedules, Exclusions from Coverage, and Conditions of said policy forms. With respect to any contemplated owner’s policy, the printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said policy or policies are set forth in Exhibit A, attached. The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than that set forth in the arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive remedy of the parties. Limitations on Covered Risks applicable to the CLTA/ALTA Homeowner’s Policy of Title Insurance, which establish a Deductible Amount and a Maximum Dollar Limit of Liability for certain coverages, are also set forth in Exhibit A. Copies of the policy forms should be read. They are available from the office which issued this report. Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit A of this report carefully. The exceptions and exclusions are meant to provide you with notice of matters which are not covered under the terms of the title insurance policy and should be carefully considered. It is important to note that this preliminary report is not a written representation as to the condition of title and may not list all liens, defects, and encumbrances affecting title to the land.
IF ANY DECLARATION, GOVERNING DOCUMENT (FOR EXAMPLE, COVENANT, CONDITION OR RESTRICTION) OR DEED IDENTIFIED AND/OR LINKED IN THIS TITLE PRODUCT CONTAINS ANY RESTRICTION BASED ON AGE, RACE COLOR, RELIGION, SEX, GENDER, GENDER IDENTITY, GENDER EXPRESSION, SEXUAL ORIENTATION, FAMILIAL STATUS, MARITAL STATUS, DISABILITY, VETERAN OR MILITARY STATUS, GENETIC INFORMATION, NATIONAL ORIGIN, SOURCE OF INCOME AS DEFINED IN SUBDIVISION (p) OF SECTION 12955, OR ANCESTRY, THAT RESTRICTION VIOLATES STATE AND FEDERAL FAIR HOUSING LAWS AND IS VOID, AND MAY BE REMOVED PURSUANT TO SECTION 12956.2 OF THE GOVERNMENT CODE BY SUBMITTING A “RESTRICTIVE COVENANT MODIFICATION” FORM, TOGETHER WITH A COPY OF THE ATTACHED DOCUMENT WITH THE UNLAWFUL PROVISION REDACTED TO THE COUNTY RECORDER’S OFFICE. THE “RESTRICTIVE COVENANT MODIFICATION” FORM CAN BE OBTAINED FROM THE COUNTY RECORDER’S OFFICE AND MAY BE AVAILABLE ON ITS WEBSITE. THE FORM MAY ALSO BE AVAILABLE FROM THE PARTY THAT PROVIDED YOU WITH THIS DOCUMENT. LAWFUL RESTRICTIONS UNDER STATE AND FEDERAL LAW ON THE AGE OF OCCUPANTS IN SENIOR HOUSING OR HOUSING FOR OLDER PERSONS SHALL NOT BE CONSTRUED AS RESTRICTIONS BASED ON FAMILIAL STATUS.
This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance, a binder or commitment should be requested. Dated as of October 9, 2023 at 7:30AM When replying, please contact: Matt Dishman, Title Officer Stewart Title of California, Inc. 7676 Hazard Center Dr, Ste 1400 San Diego, CA 92108 (619) 564-5600 TeamMatt@stewart.com
Order No.: 2158475 Preliminary Report Page 1 of 8
Order No.: 2158475 Preliminary Report Page 2 of 8
PRELIMINARY REPORT The form of Policy of Title Insurance contemplated by this report is:
☐ Standard Coverage Owner’s Policy
LEGAL DESCRIPTION The land referred to herein is situated in the State of California, County of San Diego, City of La Jolla and described as follows: Parcels A and C in the City of San Diego, County of San Diego, State of California as shown at Page 628 of Parcel Maps Filed in the Office of the County Recorder of San Diego County, September 20, 1971.
☐ Extended Coverage Owner’s Policy
APN: 352-142-07-00, 352-142-09-00
☒ CLTA/ALTA Homeowners Policy
(End of Legal Description)
☐ Standard Coverage Loan Policy
MAP
☒ Extended Coverage Loan Policy ☐ Short Form Residential Loan Policy
SCHEDULE A
THE MAP(S) CONNECTED HEREWITH IS BEING PROVIDED AS A COURTESY AND FOR INFORMATIONAL PURPOSES ONLY; THIS MAP SHOULD NOT BE RELIED UPON. FURTHERMORE, THE PARCEL(S) SET OUT ON THE MAP(S) MAY NOT COMPLY WITH LOCAL SUBDIVISION OR BUILDING ORDINANCES. STEWART TITLE OF CALIFORNIA, INC. AND STEWART TITLE GUARANTY COMPANY ASSUME NO LIABILITY, RESPONSIBILITY OR INDEMNIFICATION RELATED TO THE MAP(S).
The estate or interest in the land hereinafter described or referred to covered by this report is: FEE Title to said estate or interest at the date hereof is vested in: Michael C. Pham and Urszula Tuszewicka, as Trustee(s) of the MPUT Holdings Trust dated November 25, 2013
Order No.: 2158475 Preliminary Report Page 3 of 8
Order No.: 2158475 Preliminary Report Page 4 of 8
SCHEDULE B At the date hereof, exceptions to coverage in addition to the printed exceptions and exclusions contained in said policy or policies would be as follows: Taxes: A.
General and special city and/or county taxes, including any personal property taxes, and any assessments collected with taxes, for the fiscal year 2023 - 2024: 1st Installment : $43,142.35 Status 1st : Open 2nd Installment: : $43,142.35 Status 2nd : Open Parcel No. : 352-142-07-00 Code Area/Tracer No. : 08001 Prior to recording, the final amount due for taxes must be confirmed with tax collector.
B.
General and special city and/or county taxes, including any personal property taxes, and any assessments collected with taxes, for the fiscal year 2023 - 2024: 1st Installment : $7,402.06 Status 1st : Open 2nd Installment: : $7,402.06 Status 2nd : Open Parcel No. : 352-142-09-00 Code Area/Tracer No. : 08001
5.
Easement and rights incidental thereto for public utilities and incidental purposes to The San Diego Gas and Electric Company, as set forth in a document recorded July 13, 1970 as Instrument No. 1970-121830 of Official Records.
6.
Easement and rights incidental thereto for sewer, water, general utility and incidental purposes, as set forth in a document recorded August 11, 1971 as Instrument No. 1971-178248 of Official Records.
7.
Easement and rights incidental thereto for driveway and access purposes, as set forth in a document recorded August 11, 1971 as Instrument No. 178248, of Official Records.
8.
The parcel map referred to in the legal description herein contains various restrictions and limitations improving or developing the property herein described including, but not limited to, potable water supply and sewage disposal system. Reference is hereby made to said parcel map for further particulars.
9.
Easement and rights incidental thereto for telecommunication facilities to Southwestern Cable TV., a Division of Time Warner Cable, a Division of Time Warner Entertainment Company, L.P, as set forth in a document recorded June 14, 1993 as Instrument No. 1993-0373270 of Official Records.
10.
Easement and rights incidental thereto for public utilities and incidental purposes to San Diego Gas & Electric Company, as set forth in a document recorded February 8, 2013 as Instrument No. 2013-0088124 of Official Records.
11.
Deed of Trust to secure an indebtedness in the amount shown below, and any other obligations secured thereby: Amount : $1,936,304.00 Dated : April 21, 2021 Trustor : Michael C. Pham and Urszula Tuszewicka, as trustee(s) of the MPUT Holdings Trust dated November 25, 2013 Trustee : JPMorgan Chase Bank, N.A. Beneficiary : JPMorgan Chase Bank, N.A. Recorded : April 30, 2021 as Instrument No. 2021-0336046 of Official Records.
12.
If title is to be insured in the trustee(s) of a trust or the trustee(s) act is to be insured, you must provide a full copy of the trust and any amendments thereto. In certain situations, you may be permitted to provide the STG Certification of Trust. Please contact your title officer to discuss the above requirements. The right is reserved to add requirements or additional items after completion of such review.
13.
Any facts, rights, interests or claims which would be disclosed by an inspection of the Land.
14.
To assist in the clarifying, confirming and eliminating certain title matters, provide to Stewart Title, prior to recording, a completed Statement of Information for all identified and known Sellers/Owners in this transaction.
Prior to recording, the final amount due for taxes must be confirmed with tax collector. C.
The lien of supplemental taxes, if any, assessed pursuant to the provisions of Chapter 3.5 (commencing with Section 75) of the Revenue and Taxation Code of the State of California.
D.
Taxes and/or assessments affecting the Land, if any, for community facility districts, including Mello Roos, which may exist by virtue of assessment maps or filed notices. These taxes and/or assessments are typically collected with the county taxes; however, sometimes they’re removed and assessed and collected separately.
Exceptions: 1.
Water rights, claims, or title to water, whether or not shown by the Public Records.
2.
Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B.
3.
Any facts, rights, interests or claims which would be disclosed by a Correct ALTA/NSPS Survey.
4.
Easement and rights incidental thereto for public utilities and incidental purposes to The Southern California Telephone Company, as set forth in a document recorded November 30, 1939 in Book 1122, Page 487, of Official Records.
Order No.: 2158475 Preliminary Report Page 5 of 8
(End of Exceptions)
Order No.: 2158475 Preliminary Report Page 6 of 8
NOTES AND REQUIREMENTS A. There are no transfers or conveyances shown in the Public Records within 24 months of the date of this Preliminary Report. If you have knowledge of any transfers or conveyances, please contact your title officer immediatedly for further requirements. B. There are no items in this Preliminary Report that will cause Stewart Title Guaranty Company to decline to attach the CLTA Endorsement Form 116 (or equivalent ALTA 22.1) or the CLTA Endorsement Form 116.01-06 (or equivalent ALTA 22-06), indicating that there is Single Family Residence; known as 7404 Hillside Drive, La Jolla, CA 92037. C. All Transactions - Seller(s) and Buyer(s) or Borrowers are provided, as attachments, the document entitled "Acknowledgement of Receipt, Understanding and Approval of STG Privacy Notice for Stewart Title Companies and Stewart’s Affiliated Business Arrangement Disclosure Statement" and the individually or similarly named documents, for review and acknowledgment prior to closing. D. All Transactions - Buyer(s)/Seller(s)/Borrower(s) are provided the Preliminary Report for review and acknowledgment prior to closing. Buyer(s) approval shall include the Preliminary Report items that are to remain as exceptions to the title policy.
CALIFORNIA "GOOD FUNDS" LAW California Insurance Code Section 12413.1 regulates the disbursement of escrow and sub-escrow funds by title companies. The law requires that funds be deposited in the title company escrow account and available for withdrawal prior to disbursement. Funds received by Stewart Title of California, Inc. via wire transfer may be disbursed upon receipt. Funds received via cashier’s checks or teller checks drawn on a California Bank may be disbursed on the next business day after the day of deposit. If funds are received by any other means, recording and/or disbursement may be delayed, and you should contact your title or escrow officer. All escrow and sub-escrow funds received will be deposited with other escrow funds in one or more non-interest bearing escrow accounts in a financial institution selected by Stewart Title of California, Inc.. Stewart Title of California, Inc. may receive certain direct or indirect benefits from the financial institution by reason of the deposit of such funds or the maintenance of such accounts with the financial institution, and Stewart Title of California, Inc. shall have no obligation to account to the depositing party in any manner for the value of, or to pay to such party, any benefit received by Stewart Title of California, Inc.. Such benefits shall be deemed additional compensation to Stewart Title of California, Inc. for its services in connection with the escrow or sub-escrow. If any check submitted is dishonored upon presentation for payment, you are authorized to notify all principals and/or their respective agents of such nonpayment.
E. All Transactions - Seller(s)/Owner(s) shall submit for review, prior to closing, a completed Stewart Title Guaranty Company's Owner's Affidavit and Indemnity. F. There are no items in this Preliminary Report that will cause Stewart Title Guaranty Company to decline to attach the CLTA Endorsement Form 100 (or equivalent ALTA 9) or, if applicable, the CLTA Endorsement Form 115.1-06 (or equivalent ALTA 4-06) or the CLTA Endorsement Form 115.1 (or equivalent ALTA 4) or the CLTA Endorsement Form 115.2-06 (or equivalent ALTA 506) to an ALTA Loan Policy, when issued in accordance with Stewart Title Guaranty Company's guidelines. G. A Preliminary Change of Ownership Report must be completed by the transferee (buyer) prior to the transfer of property in accordance with the provisions of Section 480.3 of the Revenue and Taxation Code. The Preliminary Change of Ownership Report should be submitted to the recorder concurrent with the recordation of any document effecting a change of ownership. If a document evidencing a change of ownership (i.e. Deed, Affidavit-Death Joint Tenant) is presented to the recorder for recording without a preliminary change of ownership report, the recorder may charge an additional $20.00.
Order No.: 2158475 Preliminary Report Page 7 of 8
Order No.: 2158475 Preliminary Report Page 8 of 8
Procedures to Accompany the Restrictive Covenant Modification Form
RECORDING REQUESTED BY
The law prohibits unlawfully restrictive covenants based upon: “…age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in subdivision (p) of Section 12955, or ancestry… Lawful restrictions under state and federal law on the age of occupants in senior housing or housing for older persons shall not be construed as restrictions based on familial status.” As the individual holding or acquiring an interest in the property, you may have any unlawfully restrictive covenants “removed”, which means “redacted.” To have the unlawfully restrictive covenant removed, you may prepare and submit to the county recorder’s office, a “Restrictive Covenant Modification” form (RCM) together with a copy of the attached document with the unlawfully restrictive covenant redacted. This request must be submitted to the county recorder’s office and must include your return address so the county recorder can notify you of the action taken by the county counsel. The process at the county recorder’s office is as follows: The county recorder takes the RCM with the redacted document and the original document attached and submits it to the county counsel for review to determine if, from a legal standpoint, the language was an unlawfully restrictive covenant and thus the redacted version should be indexed and recorded. The county counsel shall inform the county recorder of his/her determination within a reasonable amount of time, not to exceed three months from the date of your request. If county counsel determined that the redacted language was unlawful then, once recorded, the redacted document is the only one that effects the property and this modified document has the same effective date as the original document. If county counsel determined that the redacted language was not unlawful then county counsel will return the RCM package to the county recorder and the county recorder will advise the requestor that same the request has been denied and the redacted document has not been recorded. The modification document shall be indexed in the same manner as the original document and shall contain a recording reference to the original document.
AND WHEN RECORDED MAIL TO NAME ADDRESS CITY STATE & ZIP TITLE ORDER NO.
ESCROW NO.
RESTRICTIVE COVENANT MODIFICATION
APN NO.
(Unlawfully Restrictive Covenant Modification Pursuant to Government Code Section 12956.2)
I(We) have or are acquiring an ownership interest of record in the property located at document described below.
that is covered by the
The following reference document contains a restriction based on age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in Section 12955 of the Government Code, or ancestry, that violates state and federal fair housing laws and is void. Pursuant to Section 12956.2 of the Government Code, this document is being recorded solely for the purpose of eliminating that restrictive covenant as shown on page(s) of the document recorded on _______________ in book and page _______ or instrument number of the official records of the County of ______________________, State of California. Attached hereto is a true, correct and complete copy of the document referenced above, with the unlawful restrictive covenant redacted. This modification document shall be indexed in the same manner as the original document pursuant to subdivision (d) of Section 12956 of the Government. The effective date of the terms and conditions of the modification document shall be the same as the effective date of the original document. ___________________________________________ (Signature of Submitting Party)
___________________________________________ (Printed Name)
________________________________________ (Signature of Submitting Party)
________________________________________ (Printed Name)
_________________ County Counsel, or their designee, pursuant to Government Code Section 12956.2, hereby states that it has been determined that the original document referenced above _______ Does _______ Does Not contain an unlawful restriction and this modification may be recorded. County Counsel By: ________________________________________ Date: ________________________________________
EXHIBIT "A" LEGAL DESCRIPTION
AFFILIATED BUSINESS ARRANGEMENT DISCLOSURE STATEMENT
Order No.: 2158475 Escrow No.: 2158475
Date:
October 11, 2023
The land referred to herein is situated in the State of California, County of San Diego, City of La Jolla and described as follows:
File No.:
2158475
Property:
7404 Hillside Drive, La Jolla, CA 92037
From:
Stewart Title of California, Inc.
Parcels A and C in the City of San Diego, County of San Diego, State of California as shown at Page 628 of Parcel Maps Filed in the Office of the County Recorder of San Diego County, September 20, 1971. APN: 352-142-07-00, 352-142-09-00 (End of Legal Description)
This is to give you notice that Stewart Title of California, Inc. (“Stewart Title”) has a business relationship with Stewart Solutions, LLC, DBA – Stewart Specialty Insurance Services, LLC (“Stewart Insurance”). Stewart Information Services Corporation owns 100% of Stewart Insurance and . Because of this relationship, this referral may provide Stewart Title a financial or other benefit. Set forth below is the estimated charge or range of charges for the settlement services listed. You are NOT required to use the listed provider(s) as a condition for purchase, sale, or refinance of the subject Property. THERE ARE FREQUENTLY OTHER SETTLEMENT SERVICE PROVIDERS AVAILABLE WITH SIMILAR SERVICES. YOU ARE FREE TO SHOP AROUND TO DETERMINE THAT YOU ARE RECEIVING THE BEST SERVICES AND THE BEST RATE FOR THESE SERVICES. Stewart Insurance Settlement Service
Charge or range of charges
Hazard Insurance Home Warranty Natural Hazard Disclosure Report
$400.00 to $6,500.00 $255.00 to $ 780.00 $ 42.50 to $ 149.50
File No.: 2158475
Page 1 of 1
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22) CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE POLICY – 1990 (11-09-18)
ACKNOWLEDGEMENT OF RECEIPT, UNDERSTANDING AND APPROVAL OF STEWART TITLE GUARANTY COMPANY PRIVACY NOTICE FOR STEWART TITLE COMPANIES AND AFFILIATED BUSINESS ARRANGEMENT DISCLOSURE STATEMENT
EXCLUSIONS FROM COVERAGE The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, costs, attorneys' fees or expenses which arise by reason of: 1.
(a)
Any law, ordinance or governmental regulation (including but not limited to building or zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating (i) the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter erected on the land; (iii) a separation in ownership or a change in the dimensions or area of the land or any parcel of which the land is or was a part; or (iv) environmental protection, or the effect of any violation of these laws, ordinances or governmental regulations, except to the extent that a notice of the enforcement thereof or a notice of a defect, lien, or encumbrance resulting from a violation or alleged violation affecting the land has been recorded in the public records at Date of Policy.
(b)
Any governmental police power not excluded by (a) above, except to the extent that a notice of the exercise thereof or notice of a defect, lien or encumbrance resulting from a violation or alleged violation affecting the land has been recorded in the public records at Date of Policy.
The undersigned hereby acknowledge receipt of the Stewart Title Guaranty Company Privacy Notice for Stewart Title Companies and the Affiliated Business Arrangement Disclosure Statement that apply to this transaction. The undersigned further acknowledge that he/she/they have received, read, understand and accept these documents in connection with the above described transaction. The undersigned have received a copy of this acknowledgement as evidenced by the signature
2.
Rights of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not excluding from coverage any taking which has occurred prior to Date of Policy which would be binding on the rights of a purchaser for value without knowledge.
3.
Defects, liens, encumbrances, adverse claims or other matters:
below.
______________________________________ Michael C Pham
______________________________________ Urszula Tuszewicka
______________________________________ TBD
(a)
whether or not recorded in the public records at Date of Policy, but created, suffered, assumed or agreed to by the insured claimant;
(b)
not known to the Company, not recorded in the public records at Date of Policy, but known to the insured claimant and not disclosed in writing to the Company by the insured claimant prior to the date the insured claimant became an insured under this policy;
(c)
resulting in no loss or damage to the insured claimant;
(d)
attaching or created subsequent to Date of Policy; or
(e)
resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the insured mortgage or for the estate or interest insured by this policy.
4.
Unenforceability of the lien of the insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability or failure of any subsequent owner of the indebtedness, to comply with the applicable doing business laws of the state in which the land is situated.
5.
Invalidity or unenforceability of the lien of the insured mortgage, or claim thereof, which arises out of the transaction evidenced by the insured mortgage and is based upon usury or any consumer credit protection or truth in lending law.
6.
Any claim, which arises out of the transaction vesting in the insured the estate of interest insured by this policy or the transaction creating the interest of the insured lender, by reason of the operation of federal bankruptcy, state insolvency or similar creditors' rights laws.
© California Land Title Association. All rights reserved.
File No.: 2158475
Page 1 of 1
The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
1
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
EXCEPTIONS FROM COVERAGE - SCHEDULE B, PART I of: 1.
2. 3. 4. 5. 6.
This policy does not insure against loss or damage (and the Company will not pay costs, attorneys' fees or expenses) which arise by reason Taxes or assessments which are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the public records. Proceedings by a public agency which may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the public records. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of the land or which may be asserted by persons in possession thereof. Easements, liens or encumbrances, or claims thereof, not shown by the public records. Discrepancies, conflicts in boundary lines, shortage in area, encroachments, or any other facts which a correct survey would disclose, and which are not shown by the public records. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b) or (c) are shown by the public records. Any lien or right to a lien for services, labor or material unless such lien is shown by the public records at Date of Policy. EXCEPTIONS FROM COVERAGE - SCHEDULE B, PART II (Variable exceptions such as taxes, easements, CC&R’s, etc., are inserted here)] CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE OWNER’S POLICY (02-04-22)
EXCEPTIONS FROM COVERAGE Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage. This policy does not insure against loss or damage and the Company will not pay costs, attorneys’ fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: PART I 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. 2. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. PART II (Variable exceptions such as taxes, easements, CC&R’s, etc., are inserted here)
EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys’ fees, or expenses that arise by reason of: 1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6. 2. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. 3. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by the Insured Claimant; b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; c. resulting in no loss or damage to the Insured Claimant; d. attaching or created subsequent to the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 9 or 10); or e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors’ rights law, that the transaction vesting the Title as shown in Schedule A is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 9.b. 5. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. 6. Any lien on the Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk 2.b. 7. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. © California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
2
CLTA/ALTA HOMEOWNER’S POLICY OF TITLE INSURANCE (07-01-2021) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy and We will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1.
a.
2.
Any power to take the Land by condemnation. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 17.
3.
Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by You; b. not Known to Us, not recorded in the Public Records at the Date of Policy, but Known to You and not disclosed in writing to Us by You prior to the date You became an Insured under this policy; c. resulting in no loss or damage to You; d. attaching or created subsequent to the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 5, 8.f., 25, 26, 27, 28, or 32); or e. resulting in loss or damage that would not have been sustained if You paid consideration sufficient to qualify You as a bona fide purchaser of the Title at the Date of Policy. Lack of a right: a. to any land outside the area specifically described and referred to in Item 3 of Schedule A; and b. in any street, road, avenue, alley, lane, right-of-way, body of water, or waterway that abut the Land. Exclusion 4 does not modify or limit the coverage provided under Covered Risk 11 or 21.
4.
any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, or regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23, or 27.
© California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
3
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
5.
The failure of Your existing structures, or any portion of Your existing structures, to have been constructed before, on, or after the Date of Policy in accordance with applicable building codes. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 14 or 15.
6.
Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors’ rights law, that the transfer of the Title to You is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 30.
2. 3. 4.
5. 6.
7.
Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence.
7.
8.
Negligence by a person or an entity exercising a right to extract or develop oil, gas, minerals, groundwater, or any other subsurface substance.
8. 9.
9.
Any lien on Your Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 9 does not modify or limit the coverage provided under Covered Risk 8.a. or 27.
10.
Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land.
Your insurance for the following Covered Risks is limited on the Owner’s Coverage Statement as follows: For Covered Risk 16, 18, 19, and 21 Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A. The deductible amounts and maximum dollar limits shown on Schedule A are as follows: Our Maximum Dollar Your Deductible Amount Limit of Liability % of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 18:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 19:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 21:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
LIMITATIONS ON COVERED RISKS
Your insurance for the following Covered Risks is limited on the Owner’s Coverage Statement as follows:
LIMITATIONS ON COVERED RISKS
Covered Risk 16:
The failure of Your existing structures, or any part of them, to be constructed in accordance with applicable building codes. This Exclusion does not limit the coverage described in Covered Risk 14 or 15. The right to take the Land by condemning it. This Exclusion does not limit the coverage described in Covered Risk 17. Risks: a. that are created, allowed, or agreed to by You, whether or not they are recorded in the Public Records; b. that are Known to You at the Policy Date, but not to Us, unless they are recorded in the Public Records at the Policy Date; c. that result in no loss to You; or d. that first occur after the Policy Date - this does not limit the coverage described in Covered Risk 7, 8.e., 25, 26, 27 or 28. Failure to pay value for Your Title. Lack of a right: a. to any land outside the area specifically described and referred to in paragraph 3 of Schedule A; and b. in streets, alleys, or waterways that touch the Land. This Exclusion does not limit the coverage described in Covered Risk 11 or 21. The transfer of the Title to You is invalid as a preferential transfer or as a fraudulent transfer or conveyance under federal bankruptcy, state insolvency, or similar creditors’ rights laws. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances.
For Covered Risk 16, 18, 19, and 21 Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A.
The deductible amounts and maximum dollar limits shown on Schedule A are as follows: Your Deductible Amount
Our Maximum Dollar Limit of Liability
Covered Risk 16:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 18:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 19:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
Covered Risk 21:
% of Policy Amount Shown in Schedule A or $______ (whichever is less)
$ _____
CLTA/ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13) EXCLUSIONS In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from: 1. Governmental police power, and the existence or violation of those portions of any law or government regulation concerning: a. building; b. zoning; c. land use; d. improvements on the Land; e. land division; and f. environmental protection. This Exclusion does not limit the coverage described in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27. © California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
4
© California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
5
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev. 11-04-22)
ALTA OWNER’S POLICY (07-01-2021)
5.
EXCLUSIONS FROM COVERAGE
6. 7.
The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys’ fees, or expenses that arise by reason of:
1.
2. 3.
4.
5. 6. 7.
a.
any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by the Insured Claimant; b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; c. resulting in no loss or damage to the Insured Claimant; d. attaching or created subsequent to the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 9 or 10); or e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors’ rights law, that the transaction vesting the Title as shown in Schedule A is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 9.b. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. Any lien on the Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk 2.b. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. EXCEPTIONS FROM COVERAGE
This policy does not insure against loss or damage and the Company will not pay costs, attorneys’ fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: NOTE: The 2021 ALTA Owner’s Policy may be issued to afford either Standard Coverage or Extended Coverage. In addition to variable exceptions such as taxes, easements, CC&R’s, etc., the Exceptions from Coverage in a Standard Coverage policy will also include the Western Regional Standard Coverage Exceptions listed as 1 through 7 below:
2. 3. 4.
(a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land or (b) asserted by persons or parties in possession of the Land. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy.
© California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
2006 ALTA OWNER’S POLICY (06-17-06) EXCLUSIONS FROM COVERAGE The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of:
1.
2. 3.
4.
5.
(a)
Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting, or relating to (i) the occupancy, use, or enjoyment of the Land; (ii) the character, dimensions, or location of any improvement erected on the Land; (iii) the subdivision of land; or (iv) environmental protection; or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion 1(a) does not modify or limit the coverage provided under Covered Risk 5. (b) Any governmental police power. This Exclusion 1(b) does not modify or limit the coverage provided under Covered Risk 6. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8. Defects, liens, encumbrances, adverse claims, or other matters (a) created, suffered, assumed, or agreed to by the Insured Claimant; (b) not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; (c) resulting in no loss or damage to the Insured Claimant; (d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 9 and 10); or (e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Title. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors’ rights laws, that the transaction vesting the Title as shown in Schedule A, is (a) a fraudulent conveyance or fraudulent transfer; or (b) a preferential transfer for any reason not stated in Covered Risk 9 of this policy. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy and the date of recording of the deed or other instrument of transfer in the Public Records that vests Title as shown in Schedule A. EXCEPTIONS FROM COVERAGE
Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage.
1.
(a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at Date of Policy. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B.
6
This policy does not insure against loss or damage, and the Company will not pay costs, attorneys’ fees or expenses, that arise by reason of:
NOTE: The 2006 ALTA Owner’s Policy may be issued to afford either Standard Coverage or Extended Coverage. In addition to variable exceptions such as taxes, easements, CC&R’s, etc., the Exceptions from Coverage in a Standard Coverage policy will also include the Western Regional Standard Coverage Exceptions listed below as 1 through 7 below: 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. 2. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. © California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association.
7
CERTIFICATION OF TRUST (California Probate Code 18100.5)
IMPORTANT: THIS CERTIFICATION OF TRUST MUST BE FULLY COMPLETED File No.: 2158475
I/(We)
(Name of Trustee(s))
as Trustee(s) of the
AVAILABLE DISCOUNTS DISCLOSURE STATEMENT This is to give you notice that Stewart Title of California, Inc. (“Stewart Title”) is pleased to inform you that upon proper qualification, there are premium discounts available upon the purchase of title insurance covering improved property with a one to four family residential dwelling. Such discounts apply to and include: Property located within an area proclaimed a state or federal disaster area;
(Name of Trust)
dated 11-25-2013 (the “Trust”) am/are providing the information set forth below at the request of Stewart Title Guaranty Company, a Texas corporation, and its policy issuing agent , a California corporation (hereafter collectively called "Company"). WHEREAS, Company has been requested to issue a title insurance policy on the real property described in Schedule “A” of the Preliminary Report or Commitment issued under order number 2158475; and WHEREAS, Company has determined that information concerning the Trust is necessary to ascertain whether Company will be able to issue the requested policy of title insurance;
Property purchased from a foreclosing beneficiary or successful bidder at a foreclosure sale;
THEREFORE, acting in my/our capacity as Trustee(s) of the Trust, I/we hereby certify and confirm to Company that the information set forth below is accurate and correct.
Property being refinanced.
1.
The Trust identification number (SSN or employer Tax ID) is: _________________________
Please talk with your escrow or title officer to determine your qualification for any of these discounts.
2.
As set out in the Trust, the Settlor(s) of the Trust is/are:
3.
The current active Trustee(s) of the Trust is/are:
4.
As set out in the Trust, the powers of the Trustee(s) include: (check all that apply) ____ The power to sell, convey and grant trust property. ____ The power to hypothecate (borrow money and encumber/lien trust property). ____ The power to invest and reinvest trust assets, including providing loans.
5.
As set out in the Trust, are all currently active Trustee(s) required to execute documents when exercising the powers set forth above? (circle one) YES NO
6.
As set out in the Trust, the Trust is: (check the appropriate box)
7.
As set out in the Trust, if it’s revocable, the name(s) of the person(s) identified as having power to revoke the Trust is/are:
8.
The Trust and the individual named Settlor(s) do not have any liens or money judgments pending, filed and/or recorded against the Trust and/or Settlor(s).
9.
The Trust and/or the individually named Settlor(s) are not aware of any threatened, pending, or filed lawsuits nor have it/they settled any lawsuits within the three (3) calendar years immediately preceding the signing of this Certification.
10.
By signing below, the undersigned Trustee(s) affirm that the Trust is in full force and effect and has not been revoked or terminated; in addition, the Trust has not been modified or amended in any manner which would cause the representations set forth herein to be incorrect.
11.
Is this Certification of Trust is being executed by all currently active Trustees of the Trust? (circle one) YES NO If “NO,” please explain: ___________________________________________________________________
File No.: 2158475
Order No.: 2158475 Certification of Trust CA (rev. 7-2020)
____ Revocable
____ Irrevocable
Page 1 of 2
STGC TITLE PREMIUM DISCOUNT APPLICATION AND CONFIRMATION OF ELIGIBILITY
12.
Are there any living persons or entities named as Trustee in the Trust who are not “currently active Trustees”? (circle one) YES NO If “YES,” identify by name and explain why: _____________________________ _______________________________________________________________________________________
13.
The undersigned Trustees acknowledge and understand that Company may require additional information, including copies and/or excerpts of the Trust and any amendments, when necessary, in order to make an insurance determination.
Order Number: 2158475
There are no claims, challenges of any kind, and/or alleged causes of action, contesting or questioning the validity of the Trust or the Trustee(s) authority to act on behalf of the Trust.
APN: 352-142-07-00, 352-142-09-00
14.
PLEASE READ, COMPLETE AND RESPOND TO ALL STATEMENTS IN THIS CERTIFICATION BEFORE SIGNING. THE TRUSTEE(S) HEREBY CERTIFY UNDER PENALTY OF PERJURY THAT THE INFORMATION IS TRUE, ACCURATE AND CORRECT TO THE BEST OF HIS/HER/THEIR KNOWLEDGE. IF YOU DO NOT UNDERSTAND OR HAVE ANY QUESTIONS ABOUT THIS CERTIFICATION, YOU SHOULD SEEK THE ASSISTANCE OF YOUR INDEPENDENT FINANCIAL AND/OR LEGAL ADVISOR BEFORE SIGNING. THE TRUSTEE(S) UNDERSTAND THAT COMPANY MAY DECIDE NOT TO PROVIDE THE REQUESTED TITLE INSURANCE DESPITE THE INFORMATION AND AFFIRMATIONS CONTAINED HEREIN. Date Signed:
Date Signed:
Print Trustee Name
Print Trustee Name
Trustee Signature
Trustee Signature
Date Signed:
Date Signed:
Print Trustee Name
Print Trustee Name
Trustee Signature
Trustee Signature
County of _____________________
In connection with the request of the Undersigned (“Applicant”) for the preparation and issuance of title insurance, Applicant provides this completed STGC Title Premium Discount Application and Confirmation of Eligibility (“Request Form”) for the benefit of, and reliance by, title insurer Stewart Title Guaranty Company, and its policy issuing agent Stewart Title of California, Inc. (collectively hereafter referred to as “Stewart Title”) in connection with pricing the title premium in the above referenced transaction: 1. Applicant understands that Stewart Title has available for qualifying requestors a 10% discount on the title insurance premium charged under certain circumstances; however, all endorsement fees and other charges are not discounted. 2. Applicant understands that Stewart Title is only able to provide such discount if requested through providing this completed Request Form and is received by Stewart Title at least five (5) business days prior to recording of the transaction to which a discount is requested. 3. Applicant understands that Stewart Title prohibits combined discounts; accordingly, Stewart Title will provide this requested discount and disregard other applicable discounts, if any, when eligibility requirements for such discount are satisfied. 4. Applicant requests the following discount and affirms that Applicant meets the criteria and requirements set forth to qualify for such selected discount (SELECT ONLY ONE QUALIFYING DISCOUNT):
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached and not the truthfulness, accuracy, or validity of that document.
State of California
Property: 7404 Hillside Drive, La Jolla, CA 92037
☐
Active military personnel and honorably discharged veteran discount* – To qualify for an active military personnel or honorably discharged veteran discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is engaged in full-time, active duty in the military on the date signed below or was a honorably discharged veteran.
☐
Senior citizen discount – To qualify for a senior citizen discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is 55 years of age or older on the date signed below.
} }SS. }
On ________________________________ before me, _____________________________________ , Notary Public, personally appeared ______________________________________________________________________________ who proved to be on the basis of satisfactory evidence to be the person(s), whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s) or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal.
(This area for official notarial seal)
Signature _____________________________________
Order No.: 2158475 Certification of Trust CA (rev. 7-2020)
*Active military personnel and honorably discharged veterans include those members from the following U.S. military services branches: Air Force, Army, Coast Guard, Marine Corps, Navy and Space Force, and any active Reserve members of these military services branches and any active members of the Air or Army National Guard. Page 2 of 2
File No.: 2158475
Page 1 of 2
Updated 9/2020
☐
☐
First-time homebuyer discount – To qualify for a first-time homebuyer discount: (1) the property being purchased is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s) is a U.S. citizen, permanent resident or qualified alien and has either never owned any property or, has not been an owner in a primary residence for the last three calendar years from the date signed below. First responder discount – To qualify for a first responder discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is currently employed as a police officer, firefighter, paramedic or emergency medical technician on the date signed below.
#dss12901SOIProp
CONFIDENTIAL THE STREET ADDRESS of the property in this transaction is: (IF NONE LEAVE BLANK)
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
PLEASE READ AND COMPLETE THE STGC TITLE PREMIUM DISCOUNT REQUEST FORM ON THE PREVIOUS PAGE BEFORE SIGNING BELOW. IF YOU DO NOT UNDERSTAND OR HAVE ANY QUESTIONS ABOUT THIS AFFIDAVIT, YOU SHOULD CONTACT YOUR LOCAL STEWART TITLE PROFESSIONAL. THE UNDERSIGNED DECLARES UNDER PENALTY OF PERJURY THAT THE ABOVE INFORMATION IS TRUE AND CORRECT. ________________________________________ Signature
________________________________________ Signature
________________________________________ Printed Name
________________________________________ Printed Name
________________________________________ Date Signed
________________________________________ Date Signed
CITY La Jolla, CA 92037
ADDRESS 7404 Hillside Drive
IMPROVEMENTS: ☐ SINGLE RESIDENCE ☐ MULTIPLE RESIDENCE ☐ COMMERCIAL OCCUPIED BY: ☐ OWNER ☐ TENANTS CONSTRUCTION OR IMPROVEMENTS WITHIN THE LAST 6 MONTHS? ☐ YES ☐ NO IF YES, STATE NATURE WORK DONE
#dss12901SOI FIRST
This Request Form is completed under penalty of perjury and is made for the purpose of inducing Stewart Title to provide the title premium discount, and the representations contained herein are material to such insurance coverage pricing. The undersigned hereby indemnifies and holds Stewart Title harmless from any loss or damage, liability, costs, expenses and attorneys’ fees which it may sustain to the extent any representation contained herein is incorrect. The undersigned understands that Stewart Title may decide not to provide the requested title insurance despite the information and affirmations contained herein.
Stewart Title of California, Inc. STATEMENT OF INFORMATION
PARTY 1
PARTY 2
MIDDLE
LAST
FIRST
FORMER LAST NAME(S), IF ANY
MIDDLE
LAST
FORMER LAST NAME(S), IF ANY
BIRTHPLACE
BIRTH DATE
BIRTHPLACE
BIRTH DATE
Social Security No.
DRIVER'S LICENSE NO.
Social Security No.
DRIVER'S LICENSE NO.
Home ☐ AM SINGLE
☐ AM MARRIED
Cell ☐ HAVE A DOMESTIC PARTNER
Home ☐ AM SINGLE
Cell ☐ AM MARRIED ☐ HAVE A DOMESTIC PARTNER
Date of Marriage or Partnership
Date of Marriage or Partnership
NAME OF CURRENT SPOUSE OR DOM. PARTNER (if other than Party 2):
NAME OF CURRENT SPOUSE OR DOM. PARTNER (if other than Party 1):
NAME OF FORMER SPOUSE/DOM. PARTNER: (IF NONE, WRITE “NONE”):
NAME OF FORMER SPOUSE/DOM. PARTNER: (IF NONE, WRITE “NONE”):
Dissolutions pending Yes No Required to make child support payments? Yes No Required to make Family support payments? Yes No If paying former spouse directly, please provide address:
Dissolutions pending Yes No Required to make child support payments? Yes No Required to make Family support payments? Yes No If paying former spouse directly, please provide address:
#dss12901Party
Party 1: Party 2:
(circle one) (circle one) (circle one)
OCCUPATIONS FOR LAST 10 YEARS (attach additional 10 year information, if applicable) Occupation
Firm Name
Street and City
No. Years
Occupation
Firm Name
Street and City
No. Years
RESIDENCES FOR LAST 10 YEARS (attach additional 10 year information, if applicable)
Party 1: Party 2:
Street No.
Street Name
City
No. Years
Street No.
Street Name
City
No. Years
Email Address
#dss12901EM
If you would like us to contact you by email, please provide your email address Home Phone:
Business Phone:
Cell Phone:
The undersigned declare, under penalty of perjury, that foregoing is true and correct. Signature: File No.: 2158475
Page 2 of 2
Updated 9/2020
Date:
Order No.: 2158475 - Statement of Information CA Rev. 4/09
Signature:
Date:
(circle one) (circle one) (circle one)
OWNER'S AFFIDAVIT AND INDEMNITY k.
Order No.: 2158475 Address/Location: 7404 Hillside Drive, La Jolla, CA 92037 APN: 352-142-07-00, 352-142-09-00
l.
In connection with the request of the Undersigned (“Affiant”) for the preparation and issuance of insurance, Affiant makes the following statements and representations for the benefit of, and reliance by, title insurer STEWART TITLE GUARANTY COMPANY, and its policy issuing agent STEWART TITLE OF CALIFORNIA, INC. (collectively hereafter referred to as "TITLE"): 1. Affiant owns and holds title to the land described in Schedule A of the Preliminary Report or Commitment issued in connection with the above referenced Order Number (the “Land”). 2. The Affiant's ownership and/or possession of the Land has been peaceful and undisturbed, and title thereto has never been disputed, questioned or rejected, nor has the issuance of title insurance ever been refused, except as follows: (If none, please state “none”) _________________________________________________________________________________ 3. Other than the Affiant, there are no parties entitled to possession of the Land other than the following: (If none, please state “none”) _________________________________________________________________________________
Any unrecorded or recorded easements, covenants, conditions, or restrictions affecting the Land, other than those listed in the Preliminary Report or Title Commitment.
Any use of the property for the production, sale, warehousing or transporting of fresh fruits, vegetables, livestock or poultry (e.g., supermarkets, restaurants, wineries, breweries and meat packing plants).
With regard to 8a.-8l, except as follows: (If none, please state “none”) _______________________________________________________________________________ 9. No proceedings in bankruptcy or receivership have been instituted or filed by, or against, the Affiant or any other property owner currently in title. 10. There are no unpaid taxes, assessments or utility type bills including but not limited to bills for water, sewer, hazardous waste, recycling, storm drain and/or rubbish and there are no liens related to such utilities from or on the Land, with the exception of the following: (If none, please state “none”) _________________________________________________________________________________ 11. There are no financial obligations secured by trust deeds, mortgages, financing statements, vendor’s liens, security agreements or otherwise, against the Land, except as set forth in the Preliminary Report, proforma and/or Commitment, and as set forth below: (If none, please state “none”) Creditor
Approximate Balance
4. There are no leases, licenses, options, rights of first refusal, or contracts to sell, affecting the Land, or any parties currently in possession, of the Land, except the following: (If none, please state “none”) _________________________________________________________________________________ 5. All assessments by a management company or owners’ association, or for common area or building maintenance, if any, are paid current or are not yet due and payable except for the following. (If none, please state “none”) _________________________________________________________________________________ 6. There are no pending contemplated repairs/improvements to the Land, except the following: (If none, please state “none) _________________________________________________________________________________ 7. There has been no construction, building materials, repairs, improvements, or remodeling performed, provided, furnished or delivered within the last 12 months, except as follows: (If none, please state “none”) _________________________________________________________________________________ This work performed, as detailed above, was completed on ________________________ (date of completion).
8. Affiant is not aware of the existence of any of the following: a. b. c. d. e. f. g. h. i. j.
Improvements, including fences, encroaching into any easements on the Land, or over any boundary lines of the Land. Adjoining property improvements encroaching onto the Land. Liens against the Land and/or judgments or tax liens against Affiant or any other property owner currently in title, except those described in the Preliminary Report or Commitment issued in connection with the above referenced Order Number. Outstanding claims or persons entitled to claims for mechanics' or materialman liens against the Land. Pending repairs/improvements to any adjacent street(s) or any assessments related to road maintenance Any pending litigation involving the Land, the Affiant or any other property owner currently in title. Recent improvements completed or being made to any common area(s) located within the subdivision in which the Land is located. Violations of building permits, zoning laws or recorded covenants, conditions and/or restrictions imposed on the Land. Any pending assessments for Community Facility Districts. Any new, pending or existing obligation or loan including any home improvements on the Land pursuant to the PACE or HERO program, or any other similar type program.
Order No.: 2158475 Owners Affidavit and Indemnity CA
Page 1 of 3 Rev. 9/2021
12. There has been no harvesting or production of any oil, gas, geothermal materials or other minerals from or on the Land and there are no oil, gas, geothermal and/or mineral leases, licenses, options, rights of first refusal, and/or contracts to sell, affecting the mineral rights associated with the Land, or other parties currently in possession, of the mineral rights on the Land, except the following: (If none, please state “none”) _________________________________________________________________________________ 13. Other than the Affiant, there are no other parties currently in possession of the Land, including but not limited to, any possessory interest associated with the harvesting of any oil, gas, geothermal materials or other minerals, except the following: (If none, please state “none”) _________________________________________________________________________________ 14. Affiant has not executed and will not execute any documents or instruments related to the title to, or interest in, the Land prior to the recordation of the documents in this transaction. 15. By signing below, Affiant agrees to cooperate with TITLE and, upon request from TITLE, to promptly provide and/or execute, any corrective or curative information or documentation requested. This is a sworn affidavit and is made for the purpose of inducing TITLE to provide certain insurance coverage to a purchaser and/or lender, and the representations contained herein are material to such insurance coverage. The undersigned hereby indemnifies and holds Stewart Title Guaranty Company and its policy issuing agent identified above harmless from any loss or damage, liability, costs, expenses and attorneys’ fees which it may sustain under its policies of title insurance or commitments to the extent any representation contained herein is incorrect. The undersigned understands that TITLE may decide not to provide the requested title insurance despite the information and affirmations contained herein. PLEASE READ, COMPLETE AND RESPOND TO ALL STATEMENTS CONTAINED IN THIS OWNER’S AFFIDAVIT AND INDEMNITY BEFORE SIGNING IN THE PRESENCE OF A NOTARY PUBLIC. THE NOTARY PUBLIC WILL EXECUTE THE ACKNOWLEDGMENT ON THE FOLLOWING PAGE. HOWEVER, IF YOU DO NOT UNDERSTAND OR HAVE ANY QUESTIONS ABOUT THIS AFFIDAVIT, YOU SHOULD SEEK THE ASSISTANCE OF YOUR INDEPENDENT FINANCIAL AND/OR LEGAL ADVISOR BEFORE SIGNING. Order No.: 2158475 Owners Affidavit and Indemnity CA
Page 2 of 3 Rev. 9/2021
STEWART INFORMATION SERVICES CORPORATION GRAMM-LEACH BLILEY PRIVACY NOTICE
______________________________________ Michael C Pham
Updated: August 24, 2023
This Stewart Information Services Corporation Privacy Notice (“Notice”) explains how we and our affiliates and majority-owned subsidiary companies (collectively, “Stewart,” “our,” or “we”) collect, use, and protect personal information, when and to whom we disclose such information, and the choices you have about the use and disclosure of your information. Pursuant to Title V of the Gramm-Leach Bliley Act (“GLBA”) and other Federal and state laws and regulations applicable to financial institutions, consumers have the right to limit some, but not all sharing of their personal information. Please read this Notice carefully to understand how Stewart uses your personal information.
______________________________________ Urszula Tuszewicka
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached and not the truthfulness, accuracy, or validity of that document.
State of California
) ) ss. County of ______________ ) Subscribed and sworn to (or affirmed) before me on this _______ day of ______________________, 20____, by ____________________________________________________________________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
The types of personal information Stewart collects, and shares depends on the product or service you have requested. Stewart may collect the following categories of personal and financial information from you throughout your transaction: 1.
Identifiers: Real name, alias, online IP address if accessing company websites, email address, account name, unique online identifier, or other similar identifiers.
2.
Demographic Information: Marital status, gender, date of birth.
3.
Personal Information and Personal Financial Information: Full name, signature, social security number, address, driver’s license number, passport number, telephone number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, credit reports, or any other information necessary to complete the transaction.
Stewart may collect personal information about you from:
___________________________________________ Notary Signature
1. 2. 3.
Publicly available information from government records. Information we receive directly from you or your agent(s), such as your lender or real estate broker. Information we receive from consumer reporting agencies and/or governmental entities, either directly from these entities or through others. Stewart may use your personal information for the following purposes: 1. 2. 3.
To provide products and services to you in connection with a transaction. To improve our products and services. To communicate with you about our affiliates’, and others’ products and services, jointly or independently.
Stewart may use or disclose the personal information we collect for one or more of the following purposes:
Order No.: 2158475 Owners Affidavit and Indemnity CA
Page 3 of 3 Rev. 9/2021
To fulfill or meet the reason for which the information is provided. To provide, support, personalize, and develop our website, products, and services. To create, maintain, customize, and secure your account with Stewart. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To prevent and/or process claims. To assist third party vendors/service providers who complete transactions or perform services on Stewart’s behalf pursuant to valid service provider agreements. As necessary or appropriate to protect the rights, property or safety of Stewart, our customers, or others. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To help maintain the safety, security, and integrity of our website, products and services, databases and other technologybased assets, and business. To respond to law enforcement or regulator requests as required by applicable law, court order, or governmental regulations. Auditing for compliance with federal and state laws, rules, and regulations. Performing services including maintaining or servicing accounts, providing customer service, processing, or fulfilling orders and transactions, verifying customer information, processing payments. To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred.
File No.: 2158475
Updated 08/24/2023
Effective Date: January 1, 2020 Updated: August 24, 2023
Stewart will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice. Disclosure of Personal Information to Affiliated Companies and Nonaffiliated Third Parties
STEWART INFORMATION SERVICES CORPORATION PRIVACY NOTICE FOR CALIFORNIA RESIDENTS
Stewart does not sell your personal information to nonaffiliated third parties. Stewart may share your information with those you have designated as your agent throughout the course of your transaction (for example, your realtor, broker, or a lender). Stewart may disclose your personal information to non-affiliated third-party service providers and vendors to render services to complete your transaction.
Stewart Information Services Corporation and its affiliates and majority-owned subsidiary companies (collectively, “Stewart,” “our,” or “we”) respect and
We share your personal information with the following categories of third parties:
2020 (“CPRA”), we are providing this Privacy Notice (“CCPA Notice”). This CCPA Notice explains how we collect, use, and disclose personal
Non-affiliated service providers and vendors we contract with to render specific services (For example, search companies, mobile notaries, and companies providing credit/debit card processing, billing, shipping, repair, customer service, auditing, marketing, etc.) To enable Stewart to prevent criminal activity, fraud, material misrepresentation, or nondisclosure. Stewart’s affiliated and subsidiary companies. Parties involved in litigation and attorneys, as required by law. Financial rating organizations, rating bureaus and trade associations, taxing authorities, if required in the transaction. Federal and State Regulators, law enforcement and other government entities to law enforcement or authorities in connection with an investigation, or in response to a subpoena or court order. The law does not require your prior authorization or consent and does not allow you to restrict the disclosures described above. Additionally, we may disclose your information to third parties for whom you have given us authorization or consent to make such disclosure. We do not otherwise share your Personal Information or browsing information with non-affiliated third parties, except as required or permitted by law.
Right to Limit Use of Your Personal Information You have the right to opt-out of sharing of your personal information among our affiliates to directly market to you. To opt-out of sharing your information with affiliates for direct marketing, you may send an “opt out” request to OptOut@stewart.com, or contact us through other available methods provided under “Contact Information” in this Notice. We do not share your Personal Information with nonaffiliates for their use to directly market to you without your consent. How Stewart Protects Your Personal Information Stewart maintains physical, technical, and administrative safeguards and policies to protect your personal information. Contact Information If you have specific questions or comments about this Notice, the ways in which Stewart collects and uses your information described herein, or your choices and rights regarding such use, please do not hesitate to contact us at: Phone: Email:
Toll Free at 1-866-571-9270 Privacyrequest@stewart.com
are committed to protecting your privacy. Pursuant to the California Consumer Privacy Act of 2018 (“CCPA”) and the California Privacy Rights Act of
information, when and to whom we disclose such information, and the rights you, as a California resident have regarding your Personal Information. This CCPA Notice supplements the information contained in Stewart’s existing privacy notice and applies solely to all visitors, users, consumers, and others who reside in the State of California or are considered California Residents as defined in the CCPA (“consumers” or “you”). All terms defined in the CCPA & CPRA have the same meaning when used in this Notice. Personal and Sensitive Personal Information Stewart Collects Stewart has collected the following categories of personal and sensitive personal information from consumers within the last twelve (12) months: A. Identifiers. A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver's license number, passport number, or other similar identifiers. B. Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). A name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information. C. Protected classification characteristics under California or federal law. Age, race, color, ancestry, national origin, citizenship, marital status, sex (including gender, gender identity, gender expression), veteran or military status. D. Commercial information. Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. E. Internet or other similar network activity. Browsing history, search history, information on a consumer's interaction with a website, application, or advertisement. F. Geolocation data Stewart obtains the categories of personal and sensitive information listed above from the following categories of sources:
Use of Personal and Sensitive Personal Information
Postal Address: Stewart Information Services Corporation Attn: Mary Thomas, Chief Compliance and Regulatory Officer 1360 Post Oak Blvd., Ste. 100, MC #14-1 Houston, TX 77056
Stewart may use or disclose the personal or sensitive information we collect for one or more of the following purposes: a. b. c. d. e. f. g. h. i. j. k. l. m. n.
File No.: 2158475
Directly and indirectly from customers, their designees, or their agents (For example, realtors, lenders, attorneys, brokers, etc.) Directly and indirectly from activity on Stewart’s website or other applications. From third parties that interact with Stewart in connection with the services we provide.
Updated 08/24/2023
To fulfill or meet the reason for which the information is provided. To provide, support, personalize, and develop our website, products, and services. To create, maintain, customize, and secure your account with Stewart. To process your requests, purchases, transactions, and payments and prevent transactional fraud. To prevent and/or process claims. To assist third party vendors/service providers who complete transactions or perform services on Stewart’s behalf pursuant to valid service provider agreements. As necessary or appropriate to protect the rights, property or safety of Stewart, our customers, or others. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our website, third-party sites, and via email or text message (with your consent, where required by law). To help maintain the safety, security, and integrity of our website, products and services, databases and other technology-based assets, and business. To respond to law enforcement or regulator requests as required by applicable law, court order, or governmental regulations. Auditing for compliance with federal and state laws, rules, and regulations. Performing services including maintaining or servicing accounts, providing customer service, processing, or fulfilling orders and transactions, verifying customer information, processing payments, providing advertising or marketing services or other similar services. To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred.
File No.: 2158475
Updated 08/24/2023
Stewart will not collect additional categories of personal or sensitive information or use the personal or sensitive information we collected for materially different, unrelated, or incompatible purposes without providing you notice.
v. Limit the Use of Sensitive Personal Information You have the right to limit how your sensitive personal information, as defined in the CCPA and CPRA is disclosed or shared with third parties.
Disclosure of Personal Information to Affiliated Companies and Nonaffiliated Third Parties
Exercising Your Rights Under CCPA and CPRA
Stewart does not sell your personal information to nonaffiliated third parties. Stewart may share your information with those you have designated as your agent throughout the course of your transaction (for example, a realtor, broker, or a lender).
If you have questions or comments about this notice, the ways in which Stewart collects and uses your information described herein, your choices and rights regarding such use, or wish to exercise your rights under California law, please submit a verifiable consumer request to us by the available means provided below:
We share your personal information with the following categories of third parties: a.
Service providers and vendors we contract with to render specific services (For example, search companies, mobile notaries, and companies providing credit/debit card processing, billing, shipping, repair, customer service, auditing, marketing, etc.) b. Affiliated Companies. c. Parties involved in litigation and attorneys, as required by law. d. Financial rating organizations, rating bureaus and trade associations. e. Federal and State Regulators, law enforcement and other government entities In the preceding twelve (12) months, Stewart has disclosed the following categories of personal information: Category A: Identifiers Category B: California Customer Records personal information categories Category C: Protected classification characteristics under California or federal law Category D: Commercial Information Category E: Internet or other similar network activity Category F: Non-public education information A.
i.
Your Consumer Rights and Choices Under CCPA and CPRA The CCPA and CPRA provide consumers (California residents as defined in the CCPA) with specific rights regarding their personal information. This section describes your rights and explains how to exercise those rights. Access to Specific Information and Data Portability Rights You have the right to request that Stewart disclose certain information to you about our collection and use of your personal information over the past 12 months. Once we receive and confirm your verifiable consumer request, Stewart will disclose to you:
ii.
The categories of personal information Stewart collected about you. The categories of sources for the personal information Stewart collected about you. Stewart’s business or commercial purpose for collecting that personal information. The categories of third parties with whom Stewart shares that personal information. The specific pieces of personal information Stewart collected about you (also called a data portability request). If Stewart disclosed your personal data for a business purpose, a listing identifying the personal information categories that each category of recipient obtained.
Deletion Request Rights You have the right to request that Stewart delete any personal information we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable consumer request, Stewart will delete (and direct our service providers to delete) your personal information from our records, unless an exception applies. Stewart may deny your deletion request if retaining the information is necessary for us or our service providers to:
1.
Emailing us at OptOut@stewart.com; or
2.
Visiting https://www.stewart.com/en/quick-links/ccpa-request.html
Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child, if applicable. To designate an authorized agent, please contact Stewart through one of the methods mentioned above. You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must:
Provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative.
Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it.
Stewart cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. Making a verifiable consumer request does not require you to create an account with Stewart. Response Timing and Format We endeavor to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to an additional 45 days), we will inform you of the reason and extension period in writing. A written response will be delivered by mail or electronically, at your option. Any disclosures we provide will only cover the 12-month period preceding the verifiable consumer request’s receipt. The response we provide will also explain the reasons we cannot comply with a request, if applicable. Stewart does not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request. Non-Discrimination Stewart will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not:
Deny you goods or services. Charge you a different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties. Provide you a different level or quality of goods or services. Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services.
1.
Complete the transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform our contract with you.
2.
Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities.
3.
Debug products to identify and repair errors that impair existing intended functionality.
4.
Exercise free speech, ensure the right of another consumer to exercise their free speech rights, or exercise another right provided for by law.
5.
Comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 seq.).
6.
Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information’s deletion may likely render impossible or seriously impair the research’s achievement, if you previously provided informed consent.
7.
Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.
Link to Privacy Notice
8.
Comply with a legal obligation.
https://www.stewart.com/en/privacy.html
9.
Make other internal and lawful uses of that information that are compatible with the context in which you provided it.
Contact Information
iii. Opt-Out of Information Sharing and Selling Stewart does not share or sell information to third parties, as the terms are defined under the CCPA and CPRA. Stewart only shares your personal information as commercially necessary and in accordance with this CCPA Notice. iv. Correction of Inaccurate Information You have the right to request that Stewart correct any inaccurate information maintained about. File No.: 2158475
Updated 08/24/2023
Record Retention Your personal information will not be kept for longer than is necessary for the business purpose for which it is collected and processed. We will retain your personal information and records based on established record retention policies pursuant to California law and in compliance with all federal and state retention obligations. Additionally, we will retain your personal information to comply with applicable laws, regulations, and legal processes (such as responding to subpoenas or court orders), and to respond to legal claims, resolve disputes, and comply with legal or regulatory recordkeeping requirements. Changes to This CCPA Notice Stewart reserves the right to amend this CCPA Notice at our discretion and at any time. When we make changes to this CCPA Notice, we will post the updated Notice on Stewart’s website and update the Notice’s effective date.
Stewart Information Services Corporation Attn: Mary Thomas, Chief Compliance and Regulatory Officer 1360 Post Oak Blvd., Ste. 100, MC #14-1 Houston, TX 77056
File No.: 2158475
Updated 08/24/2023
Comparative Market Analysis
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1
CMA Summary Report
22002610 S 6SD
SFR
7505 Hillside Dr LA JOLLA (92037)
5
6
3/22 /2023
32 ,670.00
10285
143
$16,950,000
RESIDENTIAL Summary Statistics Low
Average
Median
LP:$37,500,000
High
$15,800,000
$22,605,714
$16,950,000
SP:$15,800,000
$15,800,000
$15,800,000
$15,800,000
RESIDENTIAL - Active Status
Number of Properties: 6
Num
MLS #
PropSubT
Address
MLSAreaMjr
TotalBdrms TotalBaths
LotSzSqft
LivingArea
DOM LP
LP/LivingArea
1
230019397SD A
Single Family Residence
6389 Castejon Drive
LA JOLLA (92037)
6
9
21,400.00
11000
8
$15,800,000
$1,436.36
2
230005110SD A
Single Family Residence
5833 Rutgers Rd
LA JOLLA (92037)
6
7
40,510.00
8586
206
$16,495,000
$1,921.15
3
230019878SD A
Single Family Residence
6357 Castejon Dr
LA JOLLA (92037)
5
9
19,800.00
8011
3
$16,750,000
$2,090.88
4
NDP2204175 A
Single Family Residence
7007 Country Club Drive
LA JOLLA (92037)
10
14
271,814.40
22897
529
$19,995,000
$873.26
5
230000986SD A
Single Family Residence
1547 El Camino Del Teatro
LA JOLLA (92037)
5
11
66,646.00
11239
269
$34,750,000
$3,091.91
6
NDP2200181 A
Single Family Residence
7007 Country Club Drive
LA JOLLA (92037)
10
14
1,306,800.00
22897
642
$37,500,000
$1,637.77
Avg
7
10
287828.40
14105
276
$23,548,333 $1,841.89
Min
5
7
19800.00
8011
3
$15,800,000 $873.26
Max
10
14
1306800.00
22897
642
$37,500,000 $3,091.91
Med
6
10
53578.00
11119
237
$18,372,500 $1,779.46
RESIDENTIAL - Sold Num
MLS #
Stat PropSu Address us bT
Information Provided Courtesy of:
MLSAreaMjr
TotalBdr TotalBat CloseDa LotSzSq LivingArea ms hs te ft
Donna Medrea DRE Lic# CA
00922764
PHONE:
858-204-1810
Pacific Sotheby's Int'l Realty - Office: 858-926-3060
10/10/2023
Number of Properties: 1
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
DOM LP
Search Criteria Class=RE - RESIDENTIAL AND Close Date=01/01/2023-06/06/2079 AND Listing Visibility Type=MLS Listing,Coming Soon AND Price>15000000 AND Status=A Active,U - Active Under ContractS - Closed AND PostalCode=92037
LP/LivingArea
SP
SP/LivingArea
Information Provided Courtesy of:
Donna Medrea DRE Lic# CA
00922764
PHONE:
858-204-1810
Pacific Sotheby's Int'l Realty - Office: 858-926-3060
10/10/2023
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Search Criteria Class=RE - RESIDENTIAL AND Close Date=01/01/2023-06/06/2079 AND Listing Visibility Type=MLS Listing,Coming Soon AND Price>15000000 AND Status=A Active,U - Active Under ContractS - Closed AND PostalCode=92037
$1,648.03
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Map of Comparable Listings
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
7505 Hillside Dr
7007 Country Club Drive
7007 Country Club Drive
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
CLOSED
3/22/23
ACTIVE
4/29/22
ACTIVE
1/6/22
Details MLS #
220026106SD
MLS #
NDP2204175
MLS #
NDP2200181
List Price
$16,950,000
List Price
$19,995,000
List Price
$37,500,000
Sold Price
$15,800,000
Sold Price
-
Sold Price
-
Adjusted Price
-
Adjusted Price
-
-
Sold Date
-
Adjusted Price STATUS:
MLS #
STATUS
ADDRESS
BEDS
BATHS
Hillside Drive, La Jolla, California 92037
-
-
S = CLOSED
A = ACTIVE
SQFT
PRICE
-
-
1
Subject
2
220026106SD
S
7505 Hillside Dr
5
6.00
10,285.0
$15,800,000
3
NDP2204175
A
7007 Country Club Drive
10
14.00
22,897.0
$19,995,000
4
NDP2200181
A
7007 Country Club Drive
10
14.00
22,897.0
$37,500,000
5
230019397SD
A
6389 Castejon Drive
6
9.00
11,000.0
$15,800,000
6
230005110SD
A
5833 Rutgers Rd
6
7.00
8,586.0
$16,495,000
7
230000986SD
A
1547 El Camino Del Teatro
5
11.00
11,239.0
$34,750,000
8
230019878SD
A
6357 Castejon Dr
5
9.00
8,011.0
$16,750,000
-
Sold Date
3/22/23
Sold Date
$/Sqft
$1,536
$/Sqft
$873
$/Sqft
$1,638
DOM
143
DOM
528
DOM
641
Year Built
1997
Year Built
1980
Year Built
1980
Sqft
10,285.0
Sqft
22,897.0
Sqft
Lot Size (sqft)
32,670
Lot Size (sqft)
271,814
Lot Size (sqft)
1,306,800
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Taxes
-
Taxes
-
Taxes
-
Beds
5
Beds
10
Beds
10
Baths
6.00
Baths
14.00
Baths
14.00
Garages
8
Garages
8
Garages
8
Acres
0.75
Acres
6.24
Acres
30.0
Compass
Donna Medrea
Donna Medrea
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
1
22,897.0
Willis Allen Real Estate
Willis Allen Real Estate
2
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
Comparative Market Analysis
Comparable Properties
6389 Castejon Drive
5833 Rutgers Rd
1547 El Camino Del Teatro
6357 Castejon Dr
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
ACTIVE
10/2/23
ACTIVE
Hillside Drive, La Jolla, California 92037
3/18/23
ACTIVE
1/12/23
ACTIVE
Details
10/6/23
Details
MLS #
230019397SD
MLS #
230005110SD
MLS #
230000986SD
MLS #
230019878SD
List Price
$15,800,000
List Price
$16,495,000
List Price
$34,750,000
List Price
$16,750,000
Sold Price
-
Sold Price
-
Sold Price
-
Sold Price
-
Adjusted Price
-
Adjusted Price
-
Adjusted Price
-
Adjusted Price
-
Sold Date
-
Sold Date
-
Sold Date
-
Sold Date
-
$/Sqft
$1,436
$/Sqft
$1,921
$/Sqft
$3,092
$/Sqft
$2,091
DOM
5
DOM
1
DOM
260
DOM
1
Year Built
2019
Year Built
2023
Year Built
2022
Year Built
2011
Sqft
11,000.0
Sqft
8,586.0
Sqft
11,239.0
Sqft
8,011.0
Lot Size (sqft)
21,400
Lot Size (sqft)
40,510
Lot Size (sqft)
66,646
Lot Size (sqft)
19,800
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Taxes
-
Taxes
-
Taxes
-
Taxes
-
Beds
6
Beds
6
Beds
5
Beds
5
Baths
9.00
Baths
7.00
Baths
11.00
Baths
9.00
Garages
4
Garages
6
Garages
4
Garages
4
Acres
0.93
Acres
1.53
Acres
Acres
0.4913 eXp Realty of California, Inc.
Compass
Compass
0.4545 Compass
Donna Medrea
Donna Medrea
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
3
4
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Property Statistics S
1 Sold Listings LOWEST
$15,800,000
A
AVERAGE
$15,800,000
HIGH
$15,800,000
AVG PRICE / SQFT
AVG DOM
AVG PRICE / SQFT
AVG DOM
$1,536
143
6 Active Listings LOWEST
$15,800,000
AVERAGE
$23,548,333
HIGH
$37,500,000
$1,842
239
Analysis
Donna Medrea Pacific Sotheby's Int'l Realty
Donna Medrea Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
6
CMA Summary Report RESIDENTIAL Summary Statistics High
Low
Average
Median
LP:$37,500,000
$15,800,000
$21,821,363
$18,900,000
SP:$21,800,000
$15,800,000
$18,075,000
$17,400,000
RESIDENTIAL - Active Num
MLS #
1
Status
Number of Properties: 6
1
22002610 S 6SD
SFR
7505 Hillside Dr
LA JOLLA (92037)
5
6
3/22 /2023
32 10285 ,670.00
143
$16,950,000
$1,648.03
$15,800,000
$1,536.22
2
22000156 S 6SD
SFR
2681 Idle Hour Lane
LA JOLLA (92037)
9
14
11/17 /2022
125 14252 ,017.00
240
$18,900,000
$1,326.13
$17,000,000
$1,192.82
3
20005442 S 0
SFR
8436 Westway Dr LA JOLLA (92037)
7
10
4/29 /2021
20 8078 ,346.00
63
$17,900,000
$2,215.90
$17,400,000
$2,154.00
4
20004533 S 0
SFR
6251 La Jolla Scenic Dr So.
LA JOLLA (92037)
5
9
5/21 /2021
43 9000 ,984.00
230
$22,000,000
$2,444.44
$18,375,000
$2,041.67
5
22000350 S 4SD
SFR
1320 Muirlands Dr LA JOLLA (92037)
6
10
3/15 /2022
28 12628 ,314.00
22
$22,995,000
$1,820.95
$21,800,000
$1,726.32
Avg
6
9
50066. 10848 20
139
$19,749,000 $1,891.09
$18,075,000 $1,730.21
PropSubT
Address
MLSAreaMjr
TotalBdrms TotalBaths
LotSzSqft
LivingArea
DOM LP
LP/LivingArea
230019397SD A
Single Family Residence
6389 Castejon Drive
LA JOLLA (92037)
6
9
21,400.00
11000
8
$15,800,000
$1,436.36
Min
5
6
20346. 8078 00
22
$16,950,000 $1,326.13
$15,800,000 $1,192.82
2
230005110SD A
Single Family Residence
5833 Rutgers Rd
LA JOLLA (92037)
6
7
40,510.00
8586
206
$16,495,000
$1,921.15
Max
9
14
240
$22,995,000 $2,444.44
$21,800,000 $2,154.00
3
230019878SD A
Single Family Residence
6357 Castejon Dr
LA JOLLA (92037)
5
9
19,800.00
8011
3
$16,750,000
$2,090.88
125017 14252 .00
Med
6
10
$18,900,000 $1,820.95
$17,400,000 $1,726.32
NDP2204175 A
Single Family Residence
7007 Country Club Drive
LA JOLLA (92037)
10
14
271,814.40
22897
529
$19,995,000
$873.26
32670. 10285 00
143
4 5
230000986SD A
Single Family Residence
1547 El Camino Del Teatro
LA JOLLA (92037)
5
11
66,646.00
11239
269
$34,750,000
$3,091.91
6
NDP2200181 A
Single Family Residence
7007 Country Club Drive
LA JOLLA (92037)
10
14
1,306,800.00
22897
642
$37,500,000
$1,637.77
Avg
7
10
287828.40
14105
276
$23,548,333 $1,841.89
Min
5
7
19800.00
8011
3
$15,800,000 $873.26
Max
10
14
1306800.00
22897
642
$37,500,000 $3,091.91
Med
6
10
53578.00
11119
237
$18,372,500 $1,779.46
RESIDENTIAL - Sold Num
MLS #
Stat PropSu Address us bT
MLSAreaMjr
Number of Properties: 5
TotalBdr TotalBat CloseDa LotSzS LivingArea ms hs te qft
DOM LP
LP/LivingArea
SP
SP/LivingArea
Information Provided Courtesy of:
Information Provided Courtesy of:
Donna Medrea DRE Lic# CA
00922764
PHONE:
858-204-1810
Pacific Sotheby's Int'l Realty - Office: 858-926-3060
10/10/2023
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Search Criteria Class=RE - RESIDENTIAL AND Close Date=01/01/2021-06/06/2079 AND Listing Visibility Type=MLS Listing,Coming Soon AND Price>15000000 AND Status=A Active,U - Active Under ContractS - Closed AND PostalCode=92037
Donna Medrea DRE Lic# CA
00922764
PHONE:
858-204-1810
Pacific Sotheby's Int'l Realty - Office: 858-926-3060
10/10/2023
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Search Criteria Class=RE - RESIDENTIAL AND Close Date=01/01/2021-06/06/2079 AND Listing Visibility Type=MLS Listing,Coming Soon AND Price>15000000 AND Status=A Active,U - Active Under ContractS - Closed AND PostalCode=92037
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Map of Comparable Listings
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
8436 Westway Dr
6251 La Jolla Scenic Dr So.
1320 Muirlands Dr
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
CLOSED
4/29/21
CLOSED
5/21/21
CLOSED
3/15/22
Details MLS #
200054420
MLS #
200045330
MLS #
220003504SD
List Price
$17,900,000
List Price
$22,000,000
List Price
$22,995,000
Sold Price
$17,400,000
Sold Price
$18,375,000
Sold Price
$21,800,000
Adjusted Price STATUS:
MLS #
STATUS
ADDRESS
BEDS
BATHS
Hillside Drive, La Jolla, California 92037
-
-
S = CLOSED
A = ACTIVE
SQFT
PRICE
-
-
1
Subject
2
200054420
S
8436 Westway Dr
7
10.00
8,078.0
$17,400,000
3
200045330
S
6251 La Jolla Scenic Dr So.
5
9.00
9,000.0
$18,375,000
4
220003504SD
S
1320 Muirlands Dr
6
10.00
12,628.0
$21,800,000
5
220001566SD
S
2681 Idle Hour Lane
9
14.00
14,252.0
$17,000,000
6
220026106SD
S
7505 Hillside Dr
5
6.00
10,285.0
$15,800,000
7
NDP2204175
A
7007 Country Club Drive
10
14.00
22,897.0
$19,995,000
8
NDP2200181
A
7007 Country Club Drive
10
14.00
22,897.0
$37,500,000
9
230019397SD
A
6389 Castejon Drive
6
9.00
11,000.0
$15,800,000
10
230005110SD
A
5833 Rutgers Rd
6
7.00
8,586.0
$16,495,000
11
230000986SD
A
1547 El Camino Del Teatro
5
11.00
11,239.0
$34,750,000
12
230019878SD
A
6357 Castejon Dr
5
9.00
8,011.0
$16,750,000
-
Adjusted Price
Adjusted Price
-
Sold Date
4/29/21
Sold Date
5/21/21
Sold Date
3/15/22
$/Sqft
$2,154
$/Sqft
$2,042
$/Sqft
$1,726
DOM
63
DOM
230
DOM
22
Year Built
2016
Year Built
Year Built
2021
Sqft
8,078.0
Sqft
9,000.0
Sqft
Lot Size (sqft)
20,346
Lot Size (sqft)
43,984
Lot Size (sqft)
2018 12,628.0 28,314
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Taxes
-
Taxes
-
Taxes
-
Beds
7
Beds
5
Beds
6
Baths
10.00
Baths
9.00
Baths
10.00
6
Garages
6
Acres
0.65
Garages
8
Garages
Acres
0.47
Acres
Berkshire Hathaway HomeService
Donna Medrea
Donna Medrea
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
1
-
1.0097 Berkshire Hathaway HomeService
Compass
2
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
2681 Idle Hour Lane
7505 Hillside Dr
7007 Country Club Drive
7007 Country Club Drive
6389 Castejon Drive
5833 Rutgers Rd
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
La Jolla, CA 92037
CLOSED
11/17/22
CLOSED
3/22/23
ACTIVE
4/29/22
ACTIVE
Details
1/6/22
ACTIVE
10/2/23
ACTIVE
3/18/23
Details
MLS #
220001566SD
MLS #
220026106SD
MLS #
NDP2204175
MLS #
NDP2200181
MLS #
230019397SD
MLS #
230005110SD
List Price
$18,900,000
List Price
$16,950,000
List Price
$19,995,000
List Price
$37,500,000
List Price
$15,800,000
List Price
$16,495,000
Sold Price
$17,000,000
Sold Price
$15,800,000
Sold Price
-
Sold Price
-
Sold Price
-
Sold Price
-
Adjusted Price
-
Adjusted Price
-
Adjusted Price
-
Adjusted Price
-
-
Sold Date
-
Sold Date
-
Sold Date
-
Adjusted Price
-
Adjusted Price
-
Sold Date
11/17/22
Sold Date
3/22/23
Sold Date
$/Sqft
$1,193
$/Sqft
$1,536
$/Sqft
$873
$/Sqft
$1,638
$/Sqft
$1,436
$/Sqft
$1,921
DOM
241
DOM
143
DOM
528
DOM
641
DOM
5
DOM
1
Year Built
1996
Year Built
1997
Year Built
1980
Year Built
1980
Year Built
Sqft
14,252.0
Sqft
10,285.0
Sqft
22,897.0
Sqft
Lot Size (sqft)
125,017
Lot Size (sqft)
32,670
Lot Size (sqft)
271,814
Lot Size (sqft)
22,897.0 1,306,800
2022
Year Built
2011
Sqft
11,000.0
Sqft
8,586.0
Lot Size (sqft)
21,400
Lot Size (sqft)
40,510
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Area
92037 - La Jolla
Taxes
-
Taxes
-
Taxes
-
Taxes
-
Taxes
-
Taxes
-
Beds
9
Beds
5
Beds
10
Beds
10
Beds
6
Beds
6
Baths
14.00
Baths
6.00
Baths
14.00
Baths
14.00
Baths
9.00
Baths
7.00
4
Garages
6
Acres
0.93
Garages
6
Garages
8
Garages
8
Garages
8
Garages
Acres
2.87
Acres
0.75
Acres
6.24
Acres
30.0
Acres
Pacific Sotheby's Int'l Realty
Compass
Willis Allen Real Estate
Willis Allen Real Estate
Donna Medrea
Donna Medrea
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
3
0.4913 eXp Realty of California, Inc.
Compass
4
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Properties
1547 El Camino Del Teatro
6357 Castejon Dr
La Jolla, CA 92037
La Jolla, CA 92037
ACTIVE
1/12/23
ACTIVE
10/6/23
Details MLS #
230000986SD
MLS #
230019878SD
List Price
$34,750,000
List Price
$16,750,000
Sold Price
-
Sold Price
-
Adjusted Price
-
Adjusted Price
-
Sold Date
-
Sold Date
-
$/Sqft
$3,092
$/Sqft
$2,091
DOM
260
DOM
1
Year Built
2019
Year Built
2023
Sqft
11,239.0
Sqft
8,011.0
Lot Size (sqft)
66,646
Lot Size (sqft)
19,800
Area
92037 - La Jolla
Area
92037 - La Jolla
Taxes
-
Taxes
-
Beds
5
Beds
5
Baths
11.00
Baths
9.00 4
Garages
4
Garages
Acres
1.53
Acres
Compass
Analysis
0.4545 Compass
Donna Medrea Donna Medrea Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
Pacific Sotheby's Int'l Realty 5
Comparative Market Analysis
Hillside Drive, La Jolla, California 92037
Comparable Property Statistics S
5 Sold Listings LOWEST
$15,800,000
A
AVERAGE
$18,075,000
HIGH
$21,800,000
AVG PRICE / SQFT
AVG DOM
AVG PRICE / SQFT
AVG DOM
$1,730
140
6 Active Listings LOWEST
$15,800,000
AVERAGE
$23,548,333
HIGH
$37,500,000
$1,842
239
Donna Medrea Pacific Sotheby's Int'l Realty donna@donnamedrea.com | DRE # 00922764
7
ACTIVE COMPS
Status Single Family Residence Active Start Showing MLS # 230019397SD 3525120300 APN Close Date 6389 Castejon Drive Addr La Jolla CA City, PC 92037 Beds Total 6 Baths 1/2 2 Baths 1/4
Baths Total 9 Baths 3/4 Baths Full 7
Living Area 11000 Year Built 2022 LA JOLLA Subdivision Neighborhood Muirlands Sp Listing Cond Listing Agreement ER 2.00 BA Comp PER BA Comp Dual Variable Comp? No
Virtual Tour URL
List Price Orig Close List Date Mod
$15,800,000 $15,800,00 DOM 8 8 CDOM 10/2/2023 Price/SqF $1,436.3 10/6/2023
Attached Grg? Yes Garage Spaces 4.00 Uncovered Spaces 6.00 Parking Concrete, Street Cabana, Covered, Enclosed, Lanai, See Remarks, Stone View Coastline, Ocean, White Water Senior Community? No Patio And Porch
REMARKS AND SHOWING INFO Indulge in the epitome of luxury at this extraordinary new construction residence nestled in the esteemed Muirlands neighborhood of La Jolla, California. This architectural marvel showcases 6 bedrooms, 7 bathrooms, and a lavish living space spanning an impressive 11,000 square feet of indoor/outdoor area, resting on an expansive 1/2 acre lot. Immerse yourself in a carefully designed open floor plan that seamlessly merges sophistication with modern comforts. Natural light floods the interior through oversized windows and sliding doors, offering partial ocean and hillside views from various angles, with high ceilings that create an airy ambiance, enhancing the expansive resort-style living throughout the residence. A culinary paradise awaits in the chef's kitchen, equipped with top-of-the-line stainless steel appliances and ample counter space. Entertain effortlessly around the large island or host grand meals in the formal dining area. The outdoor space is a haven of relaxation, featuring a second-floor heated pool and spa for year-round enjoyment. Indulge in alfresco dining at the outdoor kitchen or unwind in the backyard while absorbing the breathtaking 180-degree ocean and coastline views. For sports enthusiasts, the property offers ocean-view Basketball and Bocce Ball courts, ensuring endless year-round entertainment, while fitness enthusiasts can enjoy an expansive fitness room, a lavish shower steamer, and an optional outdoor gym. Two master bedroom suites, one per floor, offer the utmost opulence and privacy at your own private Oasis. ----- Offering a full-size residential elevator for a single-level living experience and easy access to each floor - Offering an Entertainment Lounge, Expansive Gym, Private Courtyard, Primary Level Great Room, Dual Primary Suites, and PRIVATE REMARKS http://www.6389castejondrive.com Estimated square footage includes under-roof indoor/outdoor living areas, approx 2,600 sqft. Buyer to verify all square footage and information. Ocean, coastline and treetop views from the Kitchen, Great Room, and Front Balcony/Bedroom. 180-degree panoramic ocean views from the elevated backyard and sports court amenities. Listing Agents are principals of the subject property. *** Mandatory Remarks:None Known. Bed 2 Dimension: 10x13 Bed 3 Dimension: 17x14 Bed 4 Dimension: 15x17 Bed 5 Dimension: 15x13 Breakfast Area Dim: 8x9 Dining Room Dimen: 30x30 Extra Room 1 Dim: 25x33 Extra Room 2 Dim: 33x20 Extra Room 3 Dim: 21x18 Family Room Dim: 40x22 Kitchen Dim: 20x15 Living Room Dim: 30x30 Master Bedroom Dim: 23x24 Frontage Dim in Ft: 94 Optional Bedroom: 0 Architectural Style: Custom Built View: Custom Built Equipment: Dryer,Fire Sprinklers,Garage Door Opener,Pool/Spa/Equipment, Range/Oven, Washer, Water Filtration Sewer: Sewer Connected
DIRECTIONS From the intersection of Nautilus Street and La Jolla Scenic Drive S, head south on La Jolla Scenic Drive S, then turn left onto Castejon Drive. Cross Street: La Jolla SHOWING POF required for showing - By Appointment Only,,,.
Occupant
Occupant Name
List Agent Co-List Agent Office Broker
Occupant Phone
Cesar Mora - Cell: 858-539-6232 Natasha N Mora - Cell: 858-539-6308 SAND-635784
Close Price
Off Market Buyer Agent Co-Buyer Buyer Office Buyer
Close Date
HOA Amenities
Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source
Concessions
Total Monthly Fee: High School $0 HOA Fee HOA Fee
Lock Box
List Agent Email: cesar@expoluxsd.com LA State License 01948302 eXp Realty of California, Inc. - Office: 858-258-7383 List Office List Office Corporate LIC# 01878277 BA State CoBA State BO State Concessions
Expiration Date
Appliances 6 Burner Stove, Barbecue, Built-In Range, Convection Oven, Dishwasher, Double Oven, Freezer, Disposal, Gas Cooking, Gas
Listing Terms
Cash, Cash To New Loan, Submit
$0.00
HOA Fee 2 HOA Fee 2 Freq HOA Name 2 HOA Phone 2 Other Fees/Month 0 Entry Level 21,400.00 Lot Size Area 0.4913 Lot Size Acres #Units In
Name HOA Ex R-1 Zoning No Land Lease? Other Living Area Assessor Lot Size 21,400.00 Lot Size Sqft Cooling Central Air Heating Forced Air, Natural Gas Fireplace Gas, Great Room, Master Bedroom, Outside, Patio Laundry Gas & Elec Dryer Hookup, Individual Room, Upper Level, Gas Dryer Hookup Pool Heated, Gas Heat, In Ground, Lap, Infinity, Pebble, Tile, Waterfall Spa Heated
Ex
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 12:31 PM
Property Report for 6389 CASTEJON DR, cont.
Tuesday, October 10, 2023
9/1/1998
9/29/1998
Grossman Burt
Grossman Deprise
Intrafamily Transfer & Dissolution
19980621953
2/2/1994
2/8/1994
Grossman Burt & Grossman Deprise
Grossman Burt
Individual Deed
19940089546
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$1,681,885.00
$32,978.00 (2.0%)
$1,648,907.00
$32,331.00 (2.0%)
$1,616,576.00
Assessed Improvements
$3,060,000.00
$1,441,267.00 (89.0%)
$1,618,733.00
$682,076.00 (72.8%)
$936,657.00
Total Assessment
$4,741,885.00
$1,474,245.00 (45.1%)
$3,267,640.00
$714,407.00 (28.0%)
$2,553,233.00
Exempt Reason % Improved
65%
TAXES Tax Year
LOCATION
PROPERTY SUMMARY
Property Address
6389 Castejon Dr La Jolla, CA 92037-6933
Subdivision
Muirlands Crest Unit 2
Carrier Route
C024
County
San Diego County, CA
Map Code
1247J1
APN/Tax ID
352-512-03-00
Alt. APN
$31,493.54
2020
$21,677.68
2019
$21,715.88
Single Family Residential
2017
$19,144.26
Improvement Type
Single Family Residential
2016
$18,840.34
Square Feet
8278
2015
$18,560.82
# of Buildings
1
2014
$18,265.44
2013
$18,240.56
Name
Bula Developments Inc
MORTGAGE HISTORY
Mailing Address
1615 S Mariposa Rd Stockton, CA 95205-7727
Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
No
05/18/2022
$8,750,000
Bula Developments Inc
Mandalay Income Fund I Spe I L
2022-0212734
05/18/2022
$750,000
Bula Developments Inc
Marquee Funding Group
2022-0212735
12/02/2021
$850,000
Bula Developments Inc
Basil H Alwan Trust
2021-0822543
01/11/2021
$4,875,000
Bula Development Inc
Basil H Alwan Trust
2021-0021010
09/03/2019
$985,000
Bula Developments Inc
6389 Castejon
2019-0376623
08/30/2019
$3,732,000
Bula Developments Inc
Triumph Capital Partners
2019-0375298
07/03/2018
$175,000
6389 Castejon LLC
Emprise Realty Group
2018-0271861
07/02/2018
$1,350,000
6389 Castejon LLC
5 Arch Funding
2018-0270028
07/15/2014
$1,250,000
McNeil John A Gonzalez McNeil Lydia M
Wells Fargo
2014-0292397
04/08/2005
$500,000
Mc Neil John A Gonzalez Mc Neil Lydia M
Clarion Mortgage Capital
2005-0291860
04/08/2005
$870,000
Mc Neil John A Gonzalez Mc Neil Lydia M
Clarion Mortgage Capital
2005-0291859
12/10/2002
$1,642,500
McNeil John A Gonzalez McNeil Lydia M
Hawthorne Savings Federal Savings Bank
2002-1121028
04/26/2000
$80,000
Bechta John D
Wells Fargo
2000-0213095
02/23/1999
$600,000
Bechta John D
Bank Of America
1999-0111280
08001
Owner Right Vesting
2020 Census Trct/Blk
83.10/2
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
Bird Rock Elementary School
1.7 mi
Elementary: K to 5
Distance
Muirlands Middle School
1.1 mi
Middle: 6 to 8
Distance
La Jolla High School
1.4 mi
High: 9 to 12
Distance
SALES HISTORY THROUGH 09/29/2023
4/24/2018
2021
Land Use
Tax Area
8/30/2019
$39,779.12
$19,611.34
Owner Occupied
5/2/2019
2022
2018
San Diego
Date Recorded Amount
Total Taxes
Residential
City
Settlement Date
County Taxes
Property Type
CURRENT OWNER
GENERAL PARCEL INFORMATION
City Taxes
Buyer/Owners
Seller
Instrument
$1,760,000
Bula Developments Inc
6389 Castejon LLC
Grant Deed
20190375297
7/2/2018
$1,760,000
6389 Castejon LLC
McNeil John A & Grant Deed Gonzalez McNeil Lydia M
20180270027
9/16/2002
12/10/2002
$1,315,000
McNeil John A & Gonzalez McNeil Bechta John D Lydia M
Grant Deed
20021121027
2/12/1999
2/23/1999
$750,000
Bechta John D
Grant Deed
19990111279
Grossman Burt
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
No. Parcels Book/Page Or Document#
FORECLOSURE HISTORY Filing Date Auction Date
Defendant(s)
Plaintiff
Foreclosure Type
Case Number
Book/Page or Document#
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 6389 CASTEJON DR, cont. 09/15/2023
Bula Developments Inc
Black Horse Capital Inc
Preforeclosure
2023-0251388
Property Report for 6389 CASTEJON DR, cont. X
Minimal
Area of minimal flood hazard, usually depicted on FIRMs as 060295-06073C1603G above the 500-year flood level.
PROPERTY CHARACTERISTICS: BUILDING Building # 1
LISTING ARCHIVE
Type
Single Family Residential
Condition
Effective Year Built
1965
Stories
BRs
6
Baths
Total Sq. Ft.
8,278
Units MLS # 8
Building Square Feet (Living Space)
F1
H
Rooms
Building Square Feet (Other)
Status
Status Change Date
List Date
List Price
Closing Closing Date Price
Listing Agent
Listing Broker
Cesar Mora
Exp Realty Of California, Inc.
230006469SD Expired
07/31/2023 04/08/2023 $19,995,000
Cesar Mora
Exp Realty Of California, Inc.
220026265SD Expired
04/08/2023 10/19/2022 $21,995,000
Cesar Mora
Exp Realty Of California, Inc.
220020062SD Expired
10/02/2022 08/18/2022 $24,995,000
Cesar Mora
Exp Realty
180064479
Sold
09/04/2019 11/20/2018
$2,695,000
09/03/2019
$2,676,500 Suzanne M Barry
Berkshire Cesar Hathaway Homeservice Mora
United Realty Group
180064257
Sold
09/04/2019 11/20/2018
$2,695,000
09/03/2019
$2,676,500 Suzanne M Barry
Berkshire Cesar Hathaway Homeservice Mora
United Realty Group
07/02/2018
$1,760,000 Gina Hixson
Berkshire Suzanne Hathaway Homeservice M Barry
Berkshire Hathaway Homeservice
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
180019405
Sold
07/05/2018 04/14/2018 $1,895,000
Building Data Source
180007705
Cancelled
04/14/2018 02/13/2018 $1,995,000
26033785
Sold
07/08/2002 $1,415,000
12/10/2002
$1,315,000 Susana Corrigan
996001027
Sold
01/13/1999 $785,000
02/24/1999
$750,000
986019142
Expired
08/17/1998 $785,000
- OTHER Gina Hixson
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Garage
4 CAR
Year Built
Condition
Pool
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
/86
Lot Square Feet
21,400
Latitude/Longitude
32.832544°/-117.249273°
Acreage
0.49
Berkshire Hathaway Homeservice Berkshire Susana Hathaway Homeservice Corrigan
K Barbara C Ursula Anderson Younie Realtor K Barbara C Ursula Anderson Younie Realtor
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Muirlands Crest Unit 2
Plat Book/Page
Block/Lot
/86
Tax Area
Tract Number
003345
Description
Tr 3345 Lot 86
08001
FEMA FLOOD ZONES Flood Risk
BFE
Description
FIRM Panel ID
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
FIRM Panel Eff. Date
Buyer Broker
10/01/2023 10/02/2023 $15,800,000
Quality
Occupancy
Buyer Agent
230019397SD For Sale
- CONSTRUCTION
Zone Code
05/16/2012
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Susana Corrigan
Berkshire Hathaway Homeservice Berkshire Hathaway Homeservice
Single Family Residence Status 230005110SD MLS # 5833 Rutgers Rd Address La Jolla CA City, St 6 Beds Total 8586 Living Area Living Area Units Living Area Source Assessor 2011 Year Built
Active
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
7 0
$16,495,000 $16,495,000
List Price Original List Price Close Price Subdivision Name
LAJ
Neighborhood
La Jolla Palisades
$1,921.15 LP / SqFt SP / SqFt 3/18/2023 Listing Date Close Date Virtual Tour URL Unbranded
DOM CDOM
206 206
2.250 Buyer Agency Comp Buyer Agency Comp Type %
7
Cross Street: La Jolla Scenic South.
Directions
Public Remarks Set on nearly one acre of land and with captivating panoramic views of the ocean, bay, and city skyline, this Mediterranean-chic estate radiates elegance. The fully-gated property offers exquisite architecture while expansive view terraces capture the horizon from sunrise to sunset. A recent top-to-bottom refresh includes a remodeled kitchen, new French doors, new carpeting, refinished wood floors, resurfaced tennis court, and more. The sprawling estate also features a guest house, wine room, six-car garage, home theater, luxurious paneled library/office, and stunning resort-style pool with swim-up bar and water slide. As an added bonus, this exceptional residence is powered almost entirely by solar.
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Occupant Type Parcel Number 3581430200 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Three Or More
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
Barbecue, Built-In, Convection Oven, Dishwasher, Disposal, Gas Cooking, Gas Range, Microwave, Refrigerator Mountain(s), Ocean Patio And Porch In Ground In Ground Spa Gas & Elec Dryer Hookup, Individual Room Door Features Dining Room Forced Air, Natural Gas Eating Area Central Air, Zoned Sewer Security Features Roof Stucco Construction Window Features Foundation Details
Garage Spaces 6.00 Carport Spaces Uncovered Spaces 8.00 Park/Complex Parking Driveway High School District
Lot Size Acres 0.9300 Lot Size Area 40,510.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 40,510.00 Lot Size Source Assessor
Fireplace? Yes Fireplace Family Room, Living Room, Master Retreat, Outside, See Remarks
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 12:38 PM
Property Report for 5833 RUTGERS RD, cont.
Tuesday, October 10, 2023
4/29/2004
5/19/2004
7/16/2003 7/16/2003
$1,800,000
Moradi Vahid & Moradi Kelli
Cardwell Ramona D
Grant Deed
20040457749
9/9/2003
Cardwell Ramona D
Cardwell Ramona D
Intrafamily Transfer & Dissolution
20031103726
9/8/2003
Cardwell Ramona D
Cardwell Ramona D
Intrafamily Transfer & Dissolution
20031090302
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$1,503,237.00
$29,475.00 (2.0%)
$1,473,762.00
$28,897.00 (2.0%)
$1,444,865.00
Assessed Improvements
$2,312,589.00
$45,344.00 (2.0%)
$2,267,245.00
$44,455.00 (2.0%)
$2,222,790.00
Total Assessment
$3,815,826.00
$74,819.00 (2.0%)
$3,741,007.00
$73,352.00 (2.0%)
$3,667,655.00
Exempt Reason % Improved
61%
TAXES Tax Year
LOCATION
PROPERTY SUMMARY
Property Address
5833 Rutgers Rd La Jolla, CA 92037-7832
Subdivision
Muirlands Vista Unit 1
Carrier Route
C024
County
San Diego County, CA
Map Code
1247H3
Residential
Land Use
Single Family Residential
Improvement Type
Single Family Residential
Square Feet
8586
# of Buildings
1
CURRENT OWNER
GENERAL PARCEL INFORMATION APN/Tax ID
Property Type
358-143-02-00
Alt. APN
City Taxes
County Taxes
Total Taxes
2022
$45,536.96
2021
$45,225.32
2020
$44,675.92
2019
$43,877.80
2018
$41,015.62
2017
$40,042.20
2016
$39,411.56
2015
$38,828.94
2014
$38,212.94
2013
$38,161.58
Name
Moradi Family Trust 09-08-97
Mailing Address
5833 Rutgers Rd La Jolla, CA 92037-7832
MORTGAGE HISTORY
City
San Diego
Owner Occupied
Yes
Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
Tax Area
08001
Owner Right Vesting
Family Trust
09/22/2023
$700,000
Jbm R&D
2023-0258225
2020 Census Trct/Blk
83.10/3
Moradi Vahid Moradi Family Trust And Morad
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
08/31/2022
$2,700,000
2022-0348601
0.9 mi
Moradi Vahid Moradi Family Trust And Morad
Friendly Hills Bank
Bird Rock Elementary School Elementary: K to 5
Distance
12/14/2020
$3,000,000
Moradi Vahid Moradi Family Trust And Morad
Bank Of Southern California
2020-0801098
Muirlands Middle School
1.1 mi
12/14/2016
$2,835,000
2016-0683136
Distance
Moradi Vahid The Moradi Family Trust
Mufg Union Bank
Middle: 6 to 8 La Jolla High School
1.3 mi
05/16/2016
$4,500,000
Moradi Vahid Moradi Family Trust
Kelli Moradi
2016-0235413
High: 9 to 12
Distance
04/24/2013
$2,917,000
Moradi Vahid Moradi Kelli
Union Bank
2013-0255254
04/10/2012
$3,000,000
Moradi Vahid Moradi Kelli
Union Bank
2012-0207584
08/08/2011
$500,000
Moradi Vahid Moradi Kelli
Union Bank
2011-0402229
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Date Recorded Amount
Buyer/Owners
Seller
Instrument
No. Parcels Book/Page Or Document#
12/8/2016
12/14/2016
Moradi Vahid & Moradi Family Trust
Moradi Vahid & Moradi Family Trust
Intrafamily Transfer & Dissolution
20160683134
07/15/2011
$3,000,000
Union Bank
2011-0360607
10/14/2016
11/1/2016
Moradi Vahid & Moradi Family Trust
Moradi Kelli
Intrafamily Transfer & Dissolution
20160593978
Moradi Vahid Moradi Kelli
10/30/2009
$3,000,000
Us Bank
2009-0604887
10/28/2009
11/3/2009
Moradi Vahid & Moradi Kelli
Moradi Vahid & Moradi Kelli
Intrafamily Transfer & Dissolution
20090610765
Moradi Vahid Moradi Kelli
05/19/2004
$1,440,000
Union Bank
2004-0457750
10/28/2009
10/30/2009
Moradi Vahid & Moradi Kelli
Moradi Vahid & Moradi Intrafamily Transfer Kelli & Dissolution COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
20090604886
Moradi Vahid Moradi Kelli
09/08/2003
$300,000
Cardwell Ramona D
North Island Financial Credit Union
2003-1090303
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 5833 RUTGERS RD, cont.
Property Report for 5833 RUTGERS RD, cont. FEMA FLOOD ZONES
FORECLOSURE HISTORY
Zone Code
No foreclosures were found for this parcel.
X
PROPERTY CHARACTERISTICS: BUILDING Building # 1 Type
Single Family Residential
Condition
Effective Year Built
2011
Stories
BRs
6
Baths
Total Sq. Ft.
8,586
Building Square Feet (Living Space)
H
Minimal
Description
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1584H above the 500-year flood level.
Status Change Date
List Date
List Price
230005110SD For Sale
03/17/2023
03/18/2023
200020399
Expired
07/18/2020
190064595
Cancelled
190008485
Listing Agent
Listing Broker
$16,495,000
Ross B Clark
Compass
05/06/2020
$8,495,000
Ross B Clark
Berkshire Hathaway Homeservice
04/10/2020
12/10/2019
$8,900,000
Ross B Clark
Berkshire Hathaway Homeservice
Expired
12/10/2019
02/13/2019
$9,295,000
Ross B Clark
Berkshire Hathaway Homeservice
180054185
Expired
05/01/2019
09/27/2018
$10,888,000
Greg Noonan
Berkshire Hathaway Homeservice
170059630
Expired
09/26/2018
11/21/2017
$10,888,000
Ross B Clark
Berkshire Hathaway Homeservice
MLS # F
BFE
Rooms
Building Square Feet (Other)
Status
Closing Closing Date Price
- CONSTRUCTION Quality
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Garage
6 CAR
Year Built
Condition
Pool
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
/19
Lot Square Feet
40,510
Latitude/Longitude
32.821658°/-117.254535°
Acreage
0.93
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Muirlands Vista Unit 1
Plat Book/Page
Block/Lot
/19
Tax Area
Tract Number
003133
Description
Tr 3133 Lot 19
FIRM Panel Eff. Date 12/20/2019
LISTING ARCHIVE
Units
7
Flood Risk
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
08001
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Buyer Agent
Buyer Broker
Single Family Residence Status 230019878SD MLS # 6357 Castejon Dr Address La Jolla CA City, St 5 Beds Total 8011 Living Area Living Area Units Living Area Source Plans 2023 Year Built
Active
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
9 3
$16,750,000 $16,750,000
List Price Original List Price Close Price Subdivision Name
LAJ
Neighborhood
La Jolla Muirlands
$2,090.88 LP / SqFt SP / SqFt 10/6/2023 Listing Date Close Date Virtual Tour URL Unbranded
DOM CDOM
3 3
PROPERTY HISTORY DETAIL Address 6357 Castejon Dr La Jolla, CA 92037
2.000 Buyer Agency Comp Buyer Agency Comp Type %
6
MLS #230019878SD
MLS # 230019878SD
Cross Street: 5.
Directions
Public Remarks An estate meticulously crafted by Pelican Development, renowned for their exceptional quality and thoughtful attention to detail showcasing a level of construction, design and amenities that surpasses all expectations. Designed by acclaimed EOS Architecture seamlessly marrying the allure of single level living with the added dimension and versatility of multiple levels. The soaring vaulted ceilings enhanced with exposed oak beams create an atmosphere that is equally warm and welcoming as it is grand and luxurious. See additional remarks below. A floating staircase serves as a stunning centerpiece enhancing the grandeur of the property that leads you to an impressive view of lush landscaping and a unique, sit-down ocean view of the Southern California coastline in the grand living room. The heart of the home, a large custom kitchen features a La Cornue, €œChâteau€ gas range with dual ovens made to order outside of Paris, France making this kitchen a culinary enthusiast's dream. Honed Taj Mahal Quartzite counters, a complete prep kitchen with warming drawer and built in Miele coffee machine ensure beauty and convenience at every turn. Restoration Hardware lighting and Waterstone kitchen faucets add a touch of elegance to the space. The open floor plan connects the kitchen to the covered outdoor kitchen ideal for warm summers days or enjoy cozy evenings by the fireplace while indulging in a barbecue feast using the Lynx BBQ that is poolside. The semi-formal dining room comes outfitted with a beautiful climate controlled custom wine display and La Cantina pocket doors providing a seamless transition between indoor and outdoor spaces. The primary retreat offers a private sanctuary complete with view, fireplace, two custom closets and a seasonal closet. The spa-quality master bath features marble counters, heated floors, skylights, soaking tub, cedar ceilings and oversized shower as well as two water closets creating a serene and luxurious atmosphere. Stay active in the gym next to the master retreat, complete with a steam HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Occupant Type Vacant Parcel Number 3525120700 Zoning Entry Level Entry Location 1 # of Units In Community Levels Three Or More
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
6 Burner Stove, Barbecue, Built-In, Double Oven, Electric Oven, Electric Range, Electric Cooktop, EN STAR Qual Appliances, Free-Standing Range, Mountain(s), Ocean Patio And Porch In Ground Spa Individual Room, See Remarks Door Features See Remarks, Zoned Eating Area Central Air Sewer Security Features Metal Roof Stucco Construction Stone, WOOD Window Features Foundation Details
Garage Spaces 4.00 Carport Spaces Uncovered Spaces 4.00 Park/Complex Parking Carport, Driveway, Concrete High School District
Lot Size Acres 0.4545 Lot Size Area 19,800.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 19,800.00 Lot Size Source Assessor
Other Structures Guest House Detached Fireplace? Yes Fireplace Living Room, Master Retreat, Patio
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 12:47 PM
Class RESIDENTIAL
List Date 10/7/2023
DOM 3
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
10/06/2023 8:30:12 PM
First Recorded Entry
Active
$16,750,000
Eugenia A Garcia-Ovies
Compass
$19,995,000 $28,000,000
Single Family Residence Status Active NDP2204175 MLS # 7007 Country Club Drive Address La Jolla CA City, St Zip 92037
List Price Original List Price Close Price Subdivision Name
10 Beds Total 22897 Living Area Living Area Units Square Feet Living Area Source Assessor 1980 Year Built
Country Club Neighborhood Special Listing Condition Standard
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
14 5
$873.26 LP / SqFt SP / SqFt 4/29/2022 Listing Date Close Date Virtual Tour URL Unbranded
DOM CDOM
529 529
2.00 Buyer Agency Comp Buyer Agency Comp Type %
9
Country Club Dr.
Directions
Public Remarks Prominently located at the top of the Country Club neighborhood overlooking the picturesque Village toward amazingly vast panoramic ocean views, the iconic Foxhill Estate is among La Jolla's largest and most legendary residential properties, on 6.24 acres with a recently updated and expanded 23,000 SF main home and multiple ancillary structures. It is fully gated, incredibly private and has astonishingly expansive grounds, gardens, features and ocean views. The classically elegant home is luxurious, as are the amenities such as tennis court, pool, gym with sports courts, multiple guest rooms, guest houses and apartments. The well manicured grounds associated with this portion of the Foxhill Estate include extensive flowering gardens, a fruit & vegetable greenhouse, and acres of grassy lawns, privacy hedges and beautiful trees, all accessed by meandering paths. Even without the adjacent lots which are also available separately, Foxhill is distinguished as the ultimate Southern California estate!
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Occupant Type Owner Parcel Number 3523000400 Zoning R1:SINGLE Entry Level 1 Entry Location front door # of Units In Community 1 Levels Two
Senior Community? No Water Source Public Hook-Up Available CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) 0.00 Tax Other Annual Assessment Amount Source Unknown Other Fees Total Monthly Fee $0.00
None Golf, Street Lights City Lights, Coastline, Golf Course, Neighborhood, Ocean, In Ground Individual Room
Patio And Porch Spa Door Features Eating Area Sewer Security Features Roof Construction
Central Air
Window Features
Garage Spaces 8.00 Carport Spaces Uncovered Spaces Park/Complex High School District San Diego Unified
Lot Size Acres 6.2400 Lot Size Area 6.24 Lot Size Units Acres Lot Size Dim Lot Size Sqft 271,814.40 Lot Size Source Other
None
Sewer Connected
Foundation Details Lot Features 0-1 Unit/Acre, Landscaped, Yard Fireplace? Yes Fireplace Family Room, Living Room, Master Bedroom, Patio
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 12:52 PM
MLS # 20543250
PROPERTY HISTORY DETAIL Address 7007 Country Club Drive La Jolla, CA 92037
MLS #NDP2204175
MLS # NDP2204175
Class RESIDENTIAL
List Date 4/29/2022
DOM 529
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
10/03/2023 5:18:14 PM
List Price
Active
$19,995,000
Drew E Nelson
Willis Allen Real Estate
03/20/2023 11:08:44 AM
List Price
Active
$24,900,000
Drew E Nelson
Willis Allen Real Estate
04/29/2022 3:43:57 PM
First Recorded Entry
Active
$28,000,000
Drew E Nelson
Willis Allen Real Estate
MLS # NDP2200181
Class RESIDENTIAL
List Date 1/6/2022
DOM 642
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
10/03/2023 5:17:36 PM
List Price
Active
$37,500,000
Drew E Nelson
Willis Allen Real Estate
03/20/2023 11:09:22 AM
List Price
Drew E Nelson
Willis Allen Real Estate
03/04/2022 6:11:53 PM
List Price
Active
$49,000,000
Drew E Nelson
Willis Allen Real Estate
01/06/2022 5:38:45 PM
First Recorded Entry
Active
$55,000,000
Drew E Nelson
Willis Allen Real Estate
MLS # 200003765
Active
Class RESIDENTIAL
$44,000,000
List Date 1/23/2020
DOM 210
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
08/20/2020 4:28:00 PM
Tax Other Annual Assessment Amount Source
Canceled
$37,000,000
Andrew E Nelson
Willis Allen Real Estate
08/25/2020 7:03:17 PM
Status
Canceled
$37,000,000
Andrew E Nelson
Willis Allen Real Estate
01/23/2020 11:56:00 AM
First Recorded Entry
Active
$37,000,000
Andrew E Nelson
Willis Allen Real Estate
MLS # 200003769
Class RESIDENTIAL
List Date 1/23/2020
DOM 168
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
07/09/2020 1:19:00 PM
Tax Other Annual Assessment Amount Source
Canceled
$25,000,000
Andrew E Nelson
Willis Allen Real Estate
08/25/2020 7:03:17 PM
Status
Canceled
$25,000,000
Andrew E Nelson
Willis Allen Real Estate
01/23/2020 11:59:00 AM
First Recorded Entry
Active
$25,000,000
Andrew E Nelson
Willis Allen Real Estate
Class RESIDENTIAL
List Date 1/13/2020
DOM 473
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
04/05/2022 5:31:11 PM
List Office
Expired
$37,000,000
Joshua Altman
Douglas Elliman of California, Inc.
05/01/2021 5:36:58 AM
List Price, Status
Expired
$37,000,000
Joshua Altman
Douglas Elliman
01/13/2020 5:31:12 PM
First Recorded Entry
Active
$25,000,000
Joshua Altman
Douglas Elliman
MLS # 200002160
Class RESIDENTIAL
List Date 1/13/2020
DOM 17
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 12:08:43 PM
Current Entry
Expired
$37,000,000
Greg Noonan
Berkshire Hathaway HomeService
MLS # 200002161
Class RESIDENTIAL
List Date 1/13/2020
DOM 17
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 12:08:43 PM
Current Entry
Expired
$25,000,000
Greg Noonan
Berkshire Hathaway HomeService
MLS # 150001980
Class RESIDENTIAL
List Date 1/12/2015
DOM 206
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 11:56:43 AM
Current Entry
Closed
$17,000,000
Greg Noonan
Berkshire Hathaway HomeService
MLS # 130055818
Class RESIDENTIAL
List Date 10/16/2013
DOM 452
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 12:06:04 PM
Current Entry
Expired
$28,000,000
Greg Noonan
Berkshire Hathaway HomeService
$34,750,000 $34,750,000
Single Family Residence Status Active 230000986SD MLS # 1547 El Camino Del Teatro Address La Jolla CA City, St Zip 92037
List Price Original List Price Close Price Subdivision Name
LAJ
5 Beds Total 11239 Living Area Living Area Units Living Area Source Assessor 2019 Year Built
Neighborhood
Muirlands
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
11 5
$3,091.91 LP / SqFt SP / SqFt 1/12/2023 Listing Date Close Date Virtual Tour URL Unbranded
DOM CDOM
269 269
PROPERTY HISTORY DETAIL Address 1547 El Camino Del Teatro La Jolla, CA 92037
1.500 Buyer Agency Comp Buyer Agency Comp Type %
6
MLS #230000986SD
MLS # 230000986SD
Cross Street: Muirlands Dr..
Directions
Public Remarks A marvel of sculptural and exceptional design slowly reveals its magnificence from a secluded drive on the most exclusive street in La Jolla. Dubbed €œThe Tree House€ by award-winning architects, KAA Design, the 1 1/2-acre estate balances panoramic ocean views and vivid natural topography with a sophisticated materiality and nuanced colors. The homes edifices of cantilevered volumes brilliantly integrate with a collective of mature cork oak, Torrey Pines and fragrant Southern magnolias, while honed limestone flooring, rich woods, and rough-hewn stone walls are elegantly juxtaposed with private courtyards and reflecting pools. Beyond compare, this masterful home offers the finest union of architecture, design, and landscape. This warm yet contemporary home sustainably incorporates all the latest technology, radiant floor heating, state of the art security systems, 126 solar panels with batteries and a back up generator. The living room TV/video wall is 130". Detached 1200 square foot recreational room with bar and home theater (screen is 150"). Outdoor cooking area has commercial grade appliances, a wood burning pizza oven, Evo, sink, refrigerator and wine cooler. Lap pool is 150 feet long. Private dog area with separate entrance. Architecture-KAA Design. Built by TW Construction and Pamela Smith Interior designer.
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Contemporary Occupant Type Parcel Number 3524000700 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Two
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
Barbecue, Built-In, Convection Oven, Dishwasher, Double Oven, Disposal, Gas Cooking, Microwave, Range Hood, Refrigerator Covered, Deck, Stone Ocean Patio And Porch In Ground In Ground Spa Electric Dryer Hookup, Individual Room, Gas Dryer Hookup Door Features Dining Room, See Remarks Forced Air, Natural Gas Eating Area Central Air, Zoned Sewer Security Features Automatic Gate See Remarks Roof Concrete, Stone, Wood Siding Construction Stone, WOOD Window Features Foundation Details
Garage Spaces 4.00 Carport Spaces Uncovered Spaces 12.00 Park/Complex Parking Driveway High School District
Lot Size Acres 1.5300 Lot Size Area 66,646.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 66,646.00 Lot Size Source Assessor
Other Structures Guest House Detached Fireplace? Yes Fireplace Family Room, Fire Pit, Living Room, Master Bedroom, Patio, See Remarks
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 12:56 PM
Class RESIDENTIAL
List Date 1/14/2023
DOM 269
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
01/13/2023 8:05:36 PM
First Recorded Entry
Active
$34,750,000
Ross B Clark
Compass
SOLD COMPS
Single Family Residence Status 220026106SD MLS # 7505 Hillside Dr Address La Jolla CA City, St 5 Beds Total 10285 Living Area Living Area Units Living Area Source Assessor 1997 Year Built
Closed
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
6 0
List Price Original List Price Close Price Subdivision Name
$16,950,000 $16,950,000 $15,800,000 LAJ
Neighborhood
Hillside
$1,536.22 LP / SqFt $1,536.22 SP / SqFt 10/17/2022 Listing Date 3/22/2023 Close Date Virtual Tour URL Unbranded
DOM CDOM
143 143
PROPERTY HISTORY DETAIL Address 7505 Hillside Dr La Jolla, CA 92037
2.000 Buyer Agency Comp Buyer Agency Comp Type %
6
MLS #220026106SD
MLS # 220026106SD
Class RESIDENTIAL
List Date 10/17/2022
DOM 143
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
03/22/2023 4:13:19 PM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$15,800,000
Ross B Clark
Compass
03/09/2023 2:57:45 PM
Status
Pending
$16,950,000
Ross B Clark
Compass
10/17/2022 1:23:44 PM
First Recorded Entry
Active
$16,950,000
Ross B Clark
Compass
Cross Street: Via Siena.
Directions
MLS # 210007373 Public Remarks Commanding ocean views are found in this private, gated Bill Hayer-designed masterpiece. Filled with light and brightness, the home offers an ideal layout with 5 bedrooms, 6 baths and 10,285 sf of living space. A newly remodeled chefs kitchen, wine cellar, multiple offices, massage room, elevator & expansive garage are just a few highlights. The master suite features 2 roomy closets, while the beautiful courtyard includes a pool and large entertaining spaces. Live the La Jolla dream with views and more!
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Occupant Type Parcel Number 3521410400 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Three Or More
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
Built-In Range, Convection Oven, Dishwasher, Freezer, Disposal, Gas Range, Microwave, Refrigerator Ocean Patio And Porch Electric Heat, Gas Heat, In Ground In Ground Spa Electric Dryer Hookup, Individual Room, Gas Dryer Hookup Door Features Family Kitchen, Dining Room Electric, Forced Air, Natural Gas Eating Area Central Air Sewer Security Features Roof Stucco Construction Window Features Foundation Details
Garage Spaces 8.00 Carport Spaces Uncovered Spaces 14.00 Park/Complex Parking Driveway, Garage, Gated High School District
Lot Size Acres 0.7500 Lot Size Area 32,670.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 32,670.00 Lot Size Source Assessor
Fireplace? Yes Fireplace Family Room, Living Room, See Remarks
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 03:20 PM
Class RESIDENTIAL
List Date 3/22/2021
DOM 573
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
10/16/2022 4:05:31 AM
Status
Expired
$16,950,000
Ross B Clark
Compass
09/15/2021 9:35:39 AM
List Office
Active
$16,950,000
Ross B Clark
Compass
03/22/2021 1:59:41 PM
First Recorded Entry
Active
$16,950,000
Ross B Clark
Berkshire Hathaway HomeService
MLS # 200027962
Class RESIDENTIAL
List Date 6/17/2020
DOM 275
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
03/20/2021 5:25:09 AM
Status
Expired
$17,950,000
Ross B Clark
Berkshire Hathaway HomeService
09/20/2020 12:09:55 PM
First Recorded Entry
Active
$17,950,000
Ross B Clark
Berkshire Hathaway HomeService
Property Report for 7505 HILLSIDE DR, cont. TAX ASSESSMENT Tuesday, October 10, 2023
Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$1,609,679.00
$31,562.00 (2.0%)
$1,578,117.00
$30,943.00 (2.0%)
$1,547,174.00
Assessed Improvements
$3,561,437.00
$69,832.00 (2.0%)
$3,491,605.00
$68,462.00 (2.0%)
$3,423,143.00
Total Assessment
$5,171,116.00
$101,394.00 (2.0%)
$5,069,722.00
$99,405.00 (2.0%)
$4,970,317.00
Exempt Reason
Homeowners Exemption
% Improved
69%
TAXES Tax Year
LOCATION
PROPERTY SUMMARY
Property Address
7505 Hillside Dr La Jolla, CA 92037-3941
Subdivision
Resubdivision Of La Jolla Hills 2
Carrier Route
C039
County
San Diego County, CA
Map Code
1227H6
APN/Tax ID
352-141-04-00
Alt. APN
Total Taxes
2022
$61,613.78
2021
$61,190.34
2020
$60,445.94
2019
$59,364.20
2018
$55,489.64
2017
$54,171.12
2016
$53,316.92
Residential
2015
$52,527.34
Land Use
Single Family Residential
2014
$51,691.92
Improvement Type
Single Family Residential
2013
$51,622.08
Square Feet
10285
MORTGAGE HISTORY
# of Buildings
1
Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
05/12/2023
$7,465,000
Oshea Dermot Oshea Ciara And Oshea Ciara
Rocket Mortgage
2023-0124642
Name
Oshea Dermot Oshea Clara
Mailing Address
5911 La Jolla Mesa Dr La Jolla, CA 92037-7813
FORECLOSURE HISTORY No foreclosures were found for this parcel.
City
San Diego
Owner Occupied
No
Tax Area
08001
Owner Right Vesting
Family Trust
2020 Census Trct/Blk
83.03/2
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
La Jolla Elementary School
0.9 mi
Elementary: K to 5
Distance
Muirlands Middle School
1.1 mi
Middle: 6 to 8
Distance
La Jolla High School
1.2 mi
High: 9 to 12
Distance
PROPERTY CHARACTERISTICS: BUILDING Building # 1
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Date Recorded Amount
3/21/2023
3/22/2023
5/17/1999
5/24/1999
Spanos Dean A & Spanos Susan LSpanos Dean A & Susan Intrafamily Transfer L & Dissolution
19990350631
6/19/1995
9/19/1995
City Of San Diego
Spanos Dean A & Spanos Susan L
Grant Deed
19950417690
6/3/1994
8/19/1994
Spanos Dean A & Spanos Susan LGreene Samuel T
Grant Deed
19940501188
$15,800,000
County Taxes
Property Type
CURRENT OWNER
GENERAL PARCEL INFORMATION
City Taxes
Buyer/Owners
Seller
Instrument
Oshea Dermot & Oshea Clara
Spanos Dean A & Spanos Susan L
Grant Deed
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
No. Parcels Book/Page Or Document# 20230073895
Type
Single Family Residential
Condition
Effective Year Built
1997
Stories
BRs
5
Baths
Total Sq. Ft.
10,285
Units
6
Building Square Feet (Living Space)
F
H
Rooms
Building Square Feet (Other)
- CONSTRUCTION Quality
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 7505 HILLSIDE DR, cont. - OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Garage
8 CAR
Year Built
Condition
Pool
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
/B
Lot Square Feet
32,670
Latitude/Longitude
32.844936°/-117.256799°
Acreage
0.75
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Resubdivision Of La Jolla Hills 2
Plat Book/Page
Block/Lot
/B
Tax Area
Tract Number
002087
Description
Tr 2087 Lot B (Ex St)Doc94-501188 In
08001
FEMA FLOOD ZONES Zone Code X
Flood Risk
BFE
Description
Minimal
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1582H above the 500-year flood level.
FIRM Panel Eff. Date 12/20/2019
LISTING ARCHIVE Status Change Date
List Date
List Price
Closing Date
Listing Closing Price Agent
220026106SD Sold
03/21/2023
10/17/2022
$16,950,000
03/22/2023
$15,800,000
210007373
Expired
10/16/2022
03/22/2021
200027962
Expired
03/20/2021
06/17/2020
MLS #
Status
Buyer Listing Broker Agent
Ross B Clark
Compass
$16,950,000
Ross B Clark
Compass
$17,950,000
Ross B Clark
Berkshire Hathaway Homeservices California Properties
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Drew E Nelson
Buyer Broker Willis Allen Real Estate
Single Family Residence Status 220001566SD MLS # 2681 Idle Hour Lane Address La Jolla CA City, St 9 Beds Total 14252 Living Area Living Area Units Living Area Source Assessor 1996 Year Built
Closed
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
14 3
List Price Original List Price Close Price Subdivision Name
$18,900,000 $23,500,000 $17,000,000 LAJ
Neighborhood
La Jolla Farms
11
$1,192.82 LP / SqFt $1,192.82 SP / SqFt 1/24/2022 Listing Date 11/17/2022 Close Date Virtual Tour URL Unbranded VT URL Unbranded 2 2.500 Buyer Agency Comp Buyer Agency Comp Type %
DOM CDOM
240 240
Cross Street: Black Gold.
Directions
Public Remarks Set within the exclusive and prestigious La Jolla Farms neighborhood, 2681 Idle Hour Lane, is one of Southern California€™s most iconic properties. Located on one of the largest homesites in the community, boasting nearly 3 acres of immaculate gated grounds, this remarkable residence is a sanctuary of peace and privacy, while also offering the extremely rare opportunity to own the highly-coveted Black€™s Beach gate key. A beautiful cobblestone driveway leads to the grand estate, featuring a timeless classic architectural style with incomparable quality and design. The main residence and guest house combined offer 9 bedrooms, 14 baths, and over 14,200 square feet of beautifully appointed living spaces. The fully-equipped chef€™s kitchen features a stunning oversized butcher block island with seating for six, dual ranges, and a wall of roll-down doors to conceal countertop appliances. Enjoy breakfast with a view in the grand atrium with its glass cathedral ceiling, where you can soak in the sunshine while sipping on your morning tea. With a wood-paneled game room with a library loft, formal dining room, a disco room with mirrored ceilings, and a home theater, 2681 Idle Lane is truly the ultimate family and entertaining home. The sumptuous main-level owner€™s suite boasts French doors leading out to the private grounds, and a spa-inspired bath, complete with a unique free-standing glass and gold shower, makeup vanity, and a warming fireplace. Step outside and enjoy a morning yoga flow, while breathing in that fresh coastal air. Reminiscent of a five-star wellness retreat, the secluded grounds truly offer every amenity imaginable, both relaxing and recreational. Expansive lawns and layered foliage lead to your own private lake with an island, surrounded by mature trees, where you can meditate to the soothing sounds of birds chirping and water flowing. The property also features a spacious guest house, private lake with small dock and island, expansive recreation rooms, a full gym, cold plunge, wet and dry sauna rock-climbing arch, and a HOA Fee $0 HOA Fee Frequency HOA Name La Jolla Farms HOA Phone 000-000-0000 HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Cape Cod, Traditional Occupant Type Owner Parcel Number 3420330700 Zoning Entry Level Entry Location # of Units In Community Levels Three Or More
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
Biking Trails, Guard, Hiking Trails, Jogging Track, Security 6 Burner Stove, Barbecue, Built-In Range, Built-In, Convection Oven, Dishwasher, Double Oven, Freezer, Disposal, Gas Cooking, Gas Oven, Gas Covered, Enclosed Glass Porch, Patio, Stone, Terrace, Wrap Pond, River, Trees/Woods, Water Patio And Porch Heated, Gas Heat, In Ground, Private, Solar Heat Heated, In Ground Spa Electric Dryer Hookup, Gas & Elec Dryer Hookup, Individual Door Features Area, Dining Room, Separated Fireplace(s), Forced Air, Natural Gas, Zoned Eating Area Central Air, Electric, High Efficiency, Zoned Sewer Security Features 24 Hour Security, Automatic Gate, Carbon Mon Detector(s), Fire Concrete Cable Available, Sewer Connected, Water Connected Roof Brick, Stone, Stucco, Wood Siding Construction Carpet, Stone, Tile, WOOD Window Features Foundation Details
Garage Spaces 6.00 Carport Spaces Uncovered Spaces 10.00 Park/Complex Parking Circular Driveway, Driveway, Driveway Brick, Paved, Garage - Three Door, Golf Cart Garage
Lot Size Acres 2.8700 Lot Size Area 125,017.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 125,017.00 Lot Size Source Assessor
Lot Features Sprinkler System, Sprinklers Manual Other Structures Guest House, Guest House Attached, Sauna Private, Shed, Sport Court Private, Tennis Court Private, Guest House Detached Fireplace? Yes Fireplace Bonus Room, Family Room, Fire Pit, Game
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 03:24 PM
MLS # 150062343
PROPERTY HISTORY DETAIL Address 2681 Idle Hour Lane La Jolla, CA 92037
MLS # 220015415SD
Class RESIDENTIAL LEASE
List Date 6/17/2022
DOM 61
List Date 11/23/2015
DOM 859
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 11:44:01 AM
Current Entry
Expired
$22,900,000
Greg Noonan
Berkshire Hathaway HomeService
MLS # 46074839
MLS #220001566SD
Class RESIDENTIAL
Class RESIDENTIAL
List Date 11/30/2004
DOM 0
Chg Date
Chg Type
Status
Price
List Agent Agent Name
12/01/2004 9:58:00 AM
Current Entry
Canceled
$23,000,000
Janet M Davis Berkshire Hathaway HomeService
MLS # 46056302
Class RESIDENTIAL
List Date 9/3/2004
List Office Office Name
DOM 252
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
Chg Date
Chg Type
Status
Price
08/17/2022 11:22:30 AM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$75,000
Amber Anderson
Pacific Sotheby's Int'l Realty
List Agent Agent Name
List Office Office Name
06/24/2019 10:01:00 AM
Current Entry
Closed
$17,760,000
Andrew E Nelson
Willis Allen Real Estate
06/17/2022 12:59:04 PM
First Recorded Entry
Active
$75,000
Amber Anderson
Pacific Sotheby's Int'l Realty
MLS # 220001566SD
Class RESIDENTIAL
List Date 1/31/2022
DOM 240
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
11/18/2022 9:04:50 PM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$17,000,000
Amber Anderson
Pacific Sotheby's Int'l Realty
09/28/2022 1:38:41 PM
Status
Pending
$18,900,000
Amber Anderson
Pacific Sotheby's Int'l Realty
08/26/2022 4:02:13 PM
List Price
Active
$18,900,000
Amber Anderson
Pacific Sotheby's Int'l Realty
06/17/2022 11:36:43 AM
List Price
Active
$19,900,000
Amber Anderson
Pacific Sotheby's Int'l Realty
05/16/2022 12:57:54 PM
List Price
Active
$21,500,000
Amber Anderson
Pacific Sotheby's Int'l Realty
01/31/2022 3:17:20 AM
Status
Active
$23,500,000
Amber Anderson
Pacific Sotheby's Int'l Realty
01/24/2022 8:42:23 PM
First Recorded Entry
Coming Soon $23,500,000
Amber Anderson
Pacific Sotheby's Int'l Realty
MLS # 180008771
Class RESIDENTIAL
List Date 2/19/2018
DOM 205
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 11:51:37 AM
Current Entry
Closed
$16,245,000
Greg Noonan
Berkshire Hathaway HomeService
Property Report for 2681 IDLE HOUR LN, cont.
Tuesday, October 10, 2023
6/2/2005
6/22/2005
$4,440,000
Avalon Capital Group LLC
Crow Thomas Leslie & Crow Carol Ann
Grant Deed
20050525796
5/1/2005
6/13/2005
Crow Thomas Leslie & Crow Carol Moeller James E & Ann Tlc/Cgc Trust
Grant Deed
20050493314
10/11/1995
10/24/1995
Moeller James E & Southpac Trust Crow Thomas L & Crow Quit Claim Deed International Inc Carol Ann
19950478807
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$10,000,000.00
$11,765.00 (0.1%)
$9,988,235.00
$195,847.00 (2.0%)
$9,792,388.00
Assessed Improvements
$7,000,000.00
-$253,662.00 (-3.5%)
$7,253,662.00
$142,228.00 (2.0%)
$7,111,434.00
Total Assessment
$17,000,000.00
-$241,897.00 (-1.4%)
$17,241,897.00
$338,075.00 (2.0%)
$16,903,822.00
Exempt Reason % Improved
41%
TAXES Tax Year
LOCATION
PROPERTY SUMMARY
Property Address
2681 Idle Hour Ln La Jolla, CA 92037-1123
Subdivision
City Of San Diego
Carrier Route
C026
County
San Diego County, CA
Map Code
1227J1
Residential
Land Use
Single Family Residential
Improvement Type
Single Family Residential
Square Feet
14242
# of Buildings
1
CURRENT OWNER
GENERAL PARCEL INFORMATION APN/Tax ID
Property Type
342-033-07-00
Alt. APN
City Taxes
County Taxes
Total Taxes
2022
$209,796.78
2021
$208,360.46
2020
$205,144.50
2019
$200,210.02
2018
$190,888.18
2017
$255,997.02
2016
$251,974.26
2015
$248,247.48
2014
$244,302.52
2013
$243,974.10
Name
Asher Ap LLC
Mailing Address
10616 Rush St El Monte, CA 91733-3432
MORTGAGE HISTORY
No
Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
11/17/2022
$8,500,000
Asher Ap LLC
Fidelity Bridge Loans
2022-0441497
09/05/2003
$1,000,000
Moeller James E Southpac Trust International I
Northern Trust Bank Of Califor
2003-1089058
08/19/2002
$5,000,000
Moeller James E Southpac Trust International I
Northern Trust Bank Of Ca Nati
2002-0701542
City
San Diego
Owner Occupied
Tax Area
08001
Owner Right Vesting
2020 Census Trct/Blk
83.12/1
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
Torrey Pines Elementary School
1.6 mi
Elementary: K to 5
Distance
Muirlands Middle School
3.7 mi
03/09/2000
$5,047,107
Tlc/Cgc Trust
Crow Family Partnership
2000-0119463
Middle: 6 to 8
Distance
12/28/1999
$500,000
Moeller James E Southpac Trust International I
Bank Of America
1999-0837421
La Jolla High School
3.8 mi
High: 9 to 12
Distance
12/23/1998
$3,000,000
Moeller James E Southpac Trust International I
Bank Of America
1998-0843456
FORECLOSURE HISTORY
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Date Recorded Amount
10/24/2022
11/17/2022
$17,000,000
Asher Ap LLC
Bgp Idle Hour LLC
Grant Deed
20220441496
9/7/2018
9/13/2018
$16,245,000
Bgp Idle Hour LLC
Avalon Capital Group LLC
Grant Deed
20180379792
10/15/2007
1/8/2008
Avalon Capital Group LLC
Waitt Joan
Quit Claim Deed
20080008984
6/1/2005
6/22/2005
$13,320,000
Buyer/Owners
Avalon Capital Group LLC
Seller
Instrument
Moeller James E & Grant Deed Tlc/Cgc Trust COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
No. Parcels Book/Page Or Document#
20050525797
No foreclosures were found for this parcel.
PROPERTY CHARACTERISTICS: BUILDING Building # 1 Type
Single Family Residential
Condition
Effective Year Built
1996
Stories
BRs
9
Baths
Total Sq. Ft.
14,242
Units
11 F 1
H
Rooms
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 2681 IDLE HOUR LN, cont. Building Square Feet (Living Space)
Building Square Feet (Other)
Property Report for 2681 IDLE HOUR LN, cont. 180008771
Sold
12/21/2018 02/19/2018 $19,980,000
09/13/2018
150062343
Expired
03/31/2018 11/23/2015
$22,900,000
Greg Noonan
Berkshire Hathaway Homeservice
46074839
Cancelled
11/30/2004
$23,000,000
Janet M Davis
Berkshire Hathaway Homeservice
46056302
Sold
09/03/2004 $23,000,000
- CONSTRUCTION Quality
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
06/22/2005
$16,245,000 Greg Noonan
$17,760,000
Berkshire Chris Hathaway Warren Homeservice
Andrew E Willis Allen Nelson Real Estate
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Garage
7 CAR
Year Built
Condition
Pool
PROPERTY CHARACTERISTICS: LOT Land Use
Lot Dimensions
Single Family Residential
Block/Lot Latitude/Longitude
32.882707°/-117.246141°
Lot Square Feet
125,017
Acreage
2.87
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
City Of San Diego
Block/Lot
Plat Book/Page Tax Area
Tract Number
Pm17543
Description
Pm17543 Par 1
08001
FEMA FLOOD ZONES Zone Code X
Flood Risk
BFE
Description
Minimal
FIRM Panel Eff. Date
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 060295-06073C1338G above the 500-year flood level.
05/16/2012
LISTING ARCHIVE MLS #
Status
220001566SD Sold
Status Change Date
List Date
11/18/2022
01/31/2022 $18,900,000
List Price
Closing Closing Date Price 11/17/2022
Listing Agent
$17,000,000 Amber Anderson
Listing Broker
Buyer Agent
Buyer Broker
Pacific Sotheby's Int'l Realty
Amber Anderson
Pacific Sotheby's Int'l Realty
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Greg Noonan
Advani Realty
Berkshire Hathaway Homeservice
Single Family Residence Status 200054420 MLS # 8436 Westway Dr Address La Jolla CA City, St 7 Beds Total 8078 Living Area Living Area Units Living Area Source 2021 Year Built
Closed
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
10 2
List Price Original List Price Close Price Subdivision Name
$17,900,000 $17,900,000 $17,400,000 LAJ
Neighborhood
La Jolla Shores
$2,154.00 LP / SqFt $2,154.00 SP / SqFt 12/21/2020 Listing Date 4/29/2021 Close Date Virtual Tour URL Unbranded
DOM CDOM
63 63
PROPERTY HISTORY DETAIL Address 8436 Westway Dr La Jolla, CA 92037
2.000 Buyer Agency Comp Buyer Agency Comp Type %
8
MLS #200054420
MLS # 200054420
Class RESIDENTIAL
List Date 12/21/2020
DOM 63
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
04/29/2021 10:20:57 AM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$17,400,000
Susana Corrigan
Berkshire Hathaway HomeService
02/22/2021 2:16:31 PM
Status
Pending
$17,900,000
Susana Corrigan
Berkshire Hathaway HomeService
12/21/2020 4:15:27 PM
First Recorded Entry
Active
$17,900,000
Susana Corrigan
Berkshire Hathaway HomeService
Cross Street: Calle Del Oro.
Directions
MLS # 130060161 Public Remarks Dynamic Shores contemporary residence with the best views imaginable. Brand new and years in the making, it offers high style, a gorgeous aesthetic, an energizing vitality. Beautifully sited on a prime lot, just blocks to the surf and sand, this marvelous home is extraordinary in its design, affording it comfortable living in an open/airy environment. The ever-changing view panorama is exquisite, from sunrise to sunset, day in and day out. Be the first to live in this almost-completed home with a space for every need. Plenty spacious, it offers 7 en-suite bedrooms, 8 full and 2 half baths, a theater, gym, office/den, refrigerated wine room, 8-plus-car garage, and elevator. Open in concept, the living areas are extremely inviting with easy flow to massive decking and the infinity-pool. The home reflects an abundance of good taste; exquisite finishes/materials; a soothing color palette.... Gorgeous! Equipment: Garage Door Opener Other Fees: 0 Sewer: Sewer Connected
Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Contemporary Occupant Type Vacant Parcel Number 3466900400 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Two
Built-In Range, Dishwasher, Freezer, Disposal, Refrigerator Coastline, Mountain(s), Ocean, See Remarks Infinity Individual Room, See Remarks Forced Air, Natural Gas Central Air, Zoned
Window Features
Garage Spaces 8.00 Carport Spaces Uncovered Spaces 4.00 Park/Complex Parking Driveway High School District
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees Total Monthly Fee
Patio And Porch Spa Door Features Eating Area Sewer Security Features Roof Construction
Lot Size Acres 0.4700 Lot Size Area 20,346.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 20,346.00 Lot Size Source Assessor
Chg Type
Status
09/19/2020 4:24:45 PM
First Recorded Entry
Expired
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Class RESIDENTIAL LEASE
Price
DOM 2108 List Agent Agent Name
List Office Office Name
Veronica De Saracho
Berkshire Hathaway HomeService
List Date 4/26/2012
DOM 70
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
07/05/2012 4:46:00 PM
Current Entry
Closed
$6,800
Veronica De Saracho
Berkshire Hathaway HomeService
MLS # 90004131
Class RESIDENTIAL
List Date 1/20/2009
DOM 162
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
06/24/2019 10:08:00 AM
List Price, Status, List Agent, List Office, Close Price, Buyer Agent, Buyer Office, Tax Other Annual Assessment Amount Source
Closed
$3,700,000
Virginia B Luscomb
Willis Allen Real Estate
See Remarks In Ground
07/15/2009 12:00:00 AM
List Price, Status
Pending
$3,700,000
CRMLS FILL Agent
CRMLS
Dining Room
07/01/2009 12:00:00 AM
List Price
Active
$3,900,000
CRMLS FILL Agent
CRMLS
05/22/2009 3:39:00 PM
List Price
Active
$4,250,000
CRMLS FILL Agent
CRMLS
04/09/2009 11:44:00 AM
List Price
Active
$4,500,000
CRMLS FILL Agent
CRMLS
04/01/2009 1:58:00 PM
Status
Active
$4,900,000
CRMLS FILL Agent
CRMLS
03/30/2009 12:04:00 PM
Status
Pending
$4,900,000
CRMLS FILL Agent
CRMLS
See Remarks Stucco Foundation Details Fireplace?
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
List Date 11/13/2013
Chg Date
MLS # 120021546
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2
Class RESIDENTIAL LEASE
Office Corporate LIC# 01767484
10/10/2023 03:27 PM
MLS # 90004131
Class RESIDENTIAL
List Date 1/20/2009
DOM 162
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
03/24/2009 12:00:00 AM
List Price
Active
$4,900,000
CRMLS FILL Agent
CRMLS
03/13/2009 3:17:00 PM
List Price
Active
$5,900,000
CRMLS FILL Agent
CRMLS
01/20/2009 4:58:00 PM
First Recorded Entry
Active
$5,900,000
CRMLS FILL Agent
CRMLS
MLS # 76042863
Class RESIDENTIAL LEASE
List Date 5/27/2007
DOM 126
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
06/24/2019 10:02:00 AM
Current Entry
Expired
$6,000
Virginia B Luscomb
Willis Allen Real Estate
MLS # 56079322
Class RESIDENTIAL
List Date 10/28/2005
DOM 49
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
06/24/2019 10:02:00 AM
Current Entry
Closed
$7,000
Virginia B Luscomb
Willis Allen Real Estate
MLS # 56031534
Class RESIDENTIAL
Tuesday, October 10, 2023
List Date 5/9/2005
DOM 78
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
06/24/2019 3:09:00 AM
Current Entry
Closed
$4,250,000
Jeanne H Gleeson
Berkshire Hathaway HomeService
LOCATION
PROPERTY SUMMARY
Property Address
8436 Westway Dr La Jolla, CA 92037-2026
Subdivision
La Jolla Costa Dorada
Carrier Route
C041
County
San Diego County, CA
Map Code
1227H4
Residential
Land Use
Single Family Residential
Improvement Type
Single Family Residential
Square Feet
8078
# of Buildings
1
CURRENT OWNER
GENERAL PARCEL INFORMATION APN/Tax ID
Property Type
346-690-04-00
Alt. APN
Name
Monjay Homes LLC
Mailing Address
8436 Westway Dr La Jolla, CA 92037-2026 No
City
San Diego
Owner Occupied
Tax Area
08001
Owner Right Vesting
2020 Census Trct/Blk
83.12/3
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
Torrey Pines Elementary School
0.4 mi
Elementary: K to 5
Distance
Muirlands Middle School
2.2 mi
Middle: 6 to 8
Distance
La Jolla High School
2.2 mi
High: 9 to 12
Distance
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Date Recorded Amount
Buyer/Owners
Seller
Instrument
4/17/2021
4/29/2021
7/10/2009
7/15/2009
12/24/2005
2/17/2006
$17,400,000
Monjay Homes LLC
West Way Drive LLC
Grant Deed
20210329724
$3,700,000
West Way Drive LLC
Tutor Time Deer Valley Grant Deed Group LLC
20090387742
6/15/2005
10/26/2005
Tutor Time Deer Valley Group LLC Nshe Folsom LLC $4,260,000
Nshe Folsom LLC
Grant Deed
Langtry Susan Y & The Grant Deed Langtry Family Trust COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
No. Parcels Book/Page Or Document#
20060116865 20050929006
Property Report for 8436 WESTWAY DR, cont. 6/7/2001
6/12/2001
Langtry Robert W & Langtry Susan Langtry Robert W & Y Langtry Susan Y
Intrafamily Transfer & Dissolution
20010391978
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$14,565,600.00
$285,600.00 (2.0%)
$14,280,000.00
$10,309,345.00 (259.6%)
$3,970,655.00
Assessed Improvements
$3,537,360.00
$69,360.00 (2.0%)
$3,468,000.00
$1,454,665.00 (72.3%)
$2,013,335.00
Total Assessment
$18,102,960.00
$354,960.00 (2.0%)
$17,748,000.00
$11,764,010.00 (196.6%)
$5,983,990.00
Property Report for 8436 WESTWAY DR, cont. Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES
Exempt Reason % Improved
Feature
20%
Size or Description
Year Built
Condition
Pool
TAXES Tax Year
City Taxes
County Taxes
Total Taxes
Garage
8 CAR
2022
$215,912.42
PROPERTY CHARACTERISTICS: LOT
2021
$73,766.98
Land Use
Single Family Residential
Lot Dimensions
2020
$64,194.62
Block/Lot
/4
Lot Square Feet
20,346
2019
$48,871.74
Latitude/Longitude
32.859422°/-117.250422°
Acreage
0.47
2018
$49,336.76
PROPERTY CHARACTERISTICS: UTILITIES/AREA
2017
$48,165.86
Gas Source
Road Type
2016
$47,407.60
Electric Source
Topography
2015
$46,706.68
Water Source
District Trend
2014
$45,965.42
Sewer Source
School District
2013
$45,903.66
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
MORTGAGE HISTORY Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
LEGAL DESCRIPTION
09/28/2021
$10,000,000
Monjay Homes LLC
Wells Fargo
2021-0681502
Subdivision
La Jolla Costa Dorada
Plat Book/Page
04/29/2021
$1,250,000
Monjay Homes LLC
Calprivate Bank
2021-0331562
Block/Lot
/4
Tax Area
04/29/2021
$12,500,000
Monjay Homes LLC
Calprivate Bank
2021-0331562
Tract Number
006865
07/15/2010
$1,850,000
West Way Drive LLC
Bank Of America
2010-0354343
Description
Tr 6865 Lot 4
10/26/2005
$2,762,500
Nshe Folsom LLC
Wells Fargo
2005-0929007
FORECLOSURE HISTORY
X
PROPERTY CHARACTERISTICS: BUILDING Building # 1 Type
Single Family Residential
Condition
Effective Year Built
2021
Stories
BRs
7
Baths
Total Sq. Ft.
8,078
Building Square Feet (Living Space)
FEMA FLOOD ZONES Zone Code
No foreclosures were found for this parcel.
Units
F1
H
Flood Risk
BFE
Minimal
Description
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1582H above the 500-year flood level.
Status
Status Change Date
List Date
List Price
Closing Closing Date Price
Rooms
Listing Agent
Quality
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
12/20/2019
Buyer Listing Broker Agent
Buyer Broker
Berkshire Hathaway J Homeservices Robert Wolf California Properties
Wolf Real Estate Group
200054420 Sold
04/29/2021
12/21/2020
$17,900,000
04/29/2021
$17,400,000 Susana Corrigan
90004131
Sold
07/15/2009
01/20/2009
$3,900,000
07/15/2009
$3,700,000
Virginia B Luscomb
Willis Allen Real Estate
Veronica De Saracho
Berkshire Hathaway Homeservice
56079322
Sold
10/28/2005
$7,000
12/19/2005
$7,000
Virginia B Luscomb
Willis Allen Real Estate
David J Wolfe
La Jolla Broker Associates
56031534
Sold
05/09/2005
$4,500,876
10/26/2005
$4,250,000
Jeanne H Gleeson
Berkshire Hathaway
Virginia B Luscomb
Willis Allen Real Estate
Building Square Feet (Other)
- CONSTRUCTION
FIRM Panel Eff. Date
LISTING ARCHIVE MLS #
9
08001
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Single Family Residence Status Closed 200045330 MLS # 6251 La Jolla Scenic Dr So. Address La Jolla CA City, St Zip 92037
List Price Original List Price Close Price Subdivision Name
$22,000,000 $24,000,000 $18,375,000 LAJ
5 Beds Total 9000 Living Area Living Area Units Living Area Source 2016 Year Built
Neighborhood
Olde Muirlands
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
9 3
LP / SqFt SP / SqFt Listing Date Close Date
$2,041.67 $2,041.67 9/16/2020 5/21/2021
DOM CDOM
230 230
PROPERTY HISTORY DETAIL Address 6251 La Jolla Scenic Dr So. La Jolla, CA 92037
2.000 Buyer Agency Comp Buyer Agency Comp Type %
6
MLS #200045330
MLS # 200045330
Cross Street: La Jolla Rancho Road.
Directions
Public Remarks Designed and built by world-renowned architects, Marmol Radziner, this exquisite modernist retreat combines dramatic architecture and design with warm and inviting spaces. Comprised of three perfectly-sited structures anchored by curated outdoor spaces, it was built with the highest quality standards and maximum attention to detail. No compromises were made in building this one-of-a-kind residence that offers seamless indoor and outdoor living. See Supplement and attached informational documents. There are beautiful, bay|city, day-and-night views from the second story. This modernist retreat is comprised of three separate structures sited on a flat acre; the two-story main residence, climate-controlled automobile gallery with luxe office/den above, and a glorious space housing a world-class gym and spa facility. All open to delightful green areas, inviting entertainment spaces and a walking path. Live green roofs are used beautifully. The gorgeously-finished, climate-controlled auto gallery can serve as a multi-purpose space for entertaining, as an art gallery, etc. Offers elevated living and the ultimate in privacy. To see is to believe. Sewer: Sewer Connected Topography: LL
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Modern Occupant Type Owner Parcel Number 3580700900 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Two
Bay, See Remarks In Ground, See Remarks Individual Room, See Remarks See Remarks See Remarks, Zoned
Patio And Porch Spa Door Features Eating Area Sewer Security Features Roof Construction
Window Features
Garage Spaces 6.00 Carport Spaces Uncovered Spaces 8.00 Park/Complex Parking Driveway, Guest, See Remarks High School District
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee
Lot Size Acres 1.0097 Lot Size Area 43,984.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 43,984.00 Lot Size Source
See Remarks
Area, See Remarks
See Remarks Stone, Stucco Foundation Details Fireplace? Yes Fireplace Fire Pit, Living Room, See Remarks, See Through
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 03:31 PM
Class RESIDENTIAL
List Date 9/16/2020
DOM 230
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
05/21/2021 10:59:29 AM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$18,375,000
Susana Corrigan
Berkshire Hathaway HomeService
05/04/2021 10:00:42 AM
Status
Pending
$22,000,000
Susana Corrigan
Berkshire Hathaway HomeService
12/29/2020 10:08:45 AM
List Price
Active
$22,000,000
Susana Corrigan
Berkshire Hathaway HomeService
09/20/2020 12:10:46 PM
First Recorded Entry
Active
$24,000,000
Susana Corrigan
Berkshire Hathaway HomeService
MLS # 120048077
Class RESIDENTIAL
List Date 9/22/2012
DOM 11
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
11/02/2012 11:05:00 AM
Current Entry
Closed
$2,430,000
Gregg G Whitney
Avalon Real Estate Services
Property Report for 6251 LA JOLLA SCENIC DR S, cont. TAX ASSESSMENT Tuesday, October 10, 2023
Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$15,475,950.00
$303,450.00 (2.0%)
$15,172,500.00
$11,955,894.00 (371.7%)
$3,216,606.00
Assessed Improvements
$3,641,400.00
$71,400.00 (2.0%)
$3,570,000.00
-$3,399,313.00 (-48.8%)
$6,969,313.00
Total Assessment
$19,117,350.00
$374,850.00 (2.0%)
$18,742,500.00
$8,556,581.00 (84.0%)
$10,185,919.00
Exempt Reason % Improved
19%
TAXES Tax Year
LOCATION
PROPERTY SUMMARY
Property Address
6251 La Jolla Scenic Dr S La Jolla, CA 92037-6349
Subdivision
Pueblo Lands Of San Diego
Carrier Route
C024
County
San Diego County, CA
Map Code
1247H2
APN/Tax ID
358-070-09-00
Alt. APN
$125,542.96
2020
$124,017.10
2019
$121,800.52
2018
$113,852.36
2017
$111,150.44
2016
$57,717.10
Single Family Residential
2014
$28,810.60
Improvement Type
Single Family Residential
2013
$42,597.56
Square Feet
8502
MORTGAGE HISTORY
# of Buildings
1
Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
08/12/2021
$11,025,000
Dana Zeff Dana Zeff Trust And Dana Zeff
Jp Morgan Chase Bank
2021-0574792
11/02/2012
$1,700,000
Levitt Jay Bradley Ridenhour Levitt Jennifer Lynn
Wells Fargo
2012-0686563
08/31/2010
$207,000
Allen John B Allen Judith K
Citi Mortgage
2010-0452220
02/01/2005
$221,000
Allen Jr John B Allen Judith K
Citi Mortgage
2005-0084232
02/01/2005
$221,000
Allen John B Allen Judith K And Allen Judit
Citi Mortgage
2005-0084232
03/20/2002
$100,000
Allen John B Allen Judith K And Allen Judit
Citibank
2002-0232675
03/20/2002
$225,000
Allen John B Allen Judith K And Allen Judit
Citibank
2002-0232674
03/20/2002
$225,000
Allen Jr John B Allen Judith K
Citibank
2002-0232674
03/20/2002
$100,000
Allen Jr John B Allen Judith K
Citibank
2002-0232675
Name
Zeff Dana Trust 06-11-08
Mailing Address
6251 La Jolla Scenic Dr S La Jolla, CA 92037-6349
Tax Area
08001
Owner Right Vesting
Trust
2020 Census Trct/Blk
83.10/3
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
Bird Rock Elementary School
1.3 mi
Elementary: K to 5
Distance
Muirlands Middle School
1.0 mi
Middle: 6 to 8
Distance
La Jolla High School
1.2 mi
High: 9 to 12
Distance
SALES HISTORY THROUGH 09/29/2023
7/14/2016
2021
Land Use
Yes
5/21/2021
$228,009.36
$43,010.48
Owner Occupied
5/13/2021
2022
2015
San Diego
Date Recorded Amount
Total Taxes
Residential
City
Settlement Date
County Taxes
Property Type
CURRENT OWNER
GENERAL PARCEL INFORMATION
City Taxes
Seller
Instrument
$18,375,000
Zeff Dana & Dana Zeff Trust
Btc Trust Company Of South Dakota
Grant Deed
20210385869
7/18/2016
$13,000,000
Btc Trust Company Of South Dakota
Levitt Jay Bradley
Grant Deed
20160358149
Type
Single Family Residential
Condition
10/19/2012
11/2/2012
$2,430,000
Levitt Jay Bradley
Allen Jr John B & Allen Judith K
Grant Deed
20120686562
Effective Year Built
2016
Stories
10/15/2001
10/17/2001
BRs
5
Baths
Allen Jr John B & Allen Judith K
Allen John B & Allen Intrafamily Transfer Judith K & Dissolution COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
No. Parcels Book/Page Or Document#
FORECLOSURE HISTORY
Buyer/Owners
20010752749
No foreclosures were found for this parcel.
PROPERTY CHARACTERISTICS: BUILDING Building # 1 Units
7
F
H
Rooms
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 6251 LA JOLLA SCENIC DR S, cont. Total Sq. Ft.
Property Report for 6251 LA JOLLA SCENIC DR S, cont. Homeservices California Properties
8,502
Building Square Feet (Living Space)
Building Square Feet (Other)
- CONSTRUCTION
120048077 Sold
Quality
Roof Framing
Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
11/02/2012
09/22/2012 $2,495,000
11/02/2012
$2,430,000
Gregg G Whitney
Avalon Real Estate Services
Claire Melbo
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Year Built
Condition
Pool Garage
6 CAR
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
/1774
Lot Square Feet
41,594
Latitude/Longitude
32.827565°/-117.253332°
Acreage
0.96
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Pueblo Lands Of San Diego
Plat Book/Page
Block/Lot
/1774
Tax Area
Tract Number
Mm0036
Description
Mm0036 Lot 1774 Por
08001
FEMA FLOOD ZONES Zone Code X
Flood Risk
BFE
Minimal
Description
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1584H above the 500-year flood level.
FIRM Panel Eff. Date 12/20/2019
LISTING ARCHIVE MLS #
Status
200045330 Sold
Status Change Date
List Date
List Price
Closing Closing Date Price
Listing Agent
Listing Broker Buyer Agent
Buyer Broker
$18,375,000 Susana Berkshire Jonathan Corrigan Hathaway Schneeweiss COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Schneeweiss Properties
05/21/2021 09/16/2020 $22,000,000
05/21/2021
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Berkshire Hathaway Homeservice
Single Family Residence Status 220003504SD MLS # 1320 Muirlands Dr Address La Jolla CA City, St 6 Beds Total 12628 Living Area Living Area Units Living Area Source Other 2018 Year Built
Closed
Zip 92037
Baths Total Baths 1/2 Baths 1/4 Baths 3/4 Baths Full
10 2
List Price Original List Price Close Price Subdivision Name
$22,995,000 $22,995,000 $21,800,000 LAJ
Neighborhood
La Jolla
$1,726.32 LP / SqFt $1,726.32 SP / SqFt 2/17/2022 Listing Date 3/15/2022 Close Date Virtual Tour URL Unbranded
DOM CDOM
22 22
PROPERTY HISTORY DETAIL Address 1320 Muirlands Dr La Jolla, CA 92037
2.000 Buyer Agency Comp Buyer Agency Comp Type %
8
MLS #220003504SD
MLS # 220003504SD
Class RESIDENTIAL
List Date 2/17/2022
DOM 22
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
03/16/2022 8:12:04 AM
Status, Close Price, Buyer Agent, Buyer Office
Closed
$21,800,000
Ross B Clark
Compass
03/14/2022 1:23:21 PM
Status
Pending
$22,995,000
Ross B Clark
Compass
02/17/2022 6:53:40 AM
First Recorded Entry
Active
$22,995,000
Ross B Clark
Compass
Cross Street: La Jolla.
Directions
MLS # 210001070 Public Remarks This recently completed architectural masterpiece sits on the rim of a spectacular canyon, boasting sprawling views of the Pacific Ocean, La Jolla Country Club and the charming Village of La Jolla. Reminiscent of a Four Seasons Resort, this exceptional Contemporary/Spanish home is meticulously designed with over 12,000 sf of details that will leave you breathless: Private gated compound, 6 bedrooms w/en suite baths including casita w/ kitchen and living area, see supp.remarks below Cont. maids quarters/gen suite w/ full kitchen and separate entrance, catering kitchen, fully appointed ocean view gym w/spa bath, sauna and steam room, 180 degree ocean view library/office w/hospitality kitchen, game room w/ 2 lane bowling alley, wine cellar, citrus garden w/BBQ , Pool level outdoor kitchen/dining and fire pit overlooking the ocean. Warmth abounds inside and out in multiple courtyards; the sunlit €œCoffee Court€, the fragrant €œGarden Court€ with €œshe shed€ and commercial dog bath and the fire-lit €œPrivate interior Courtyard€. Multiple ocean view balconies and the €œRomantic Ocean View Terrace€ over look a 65 foot long pool and jacuzzi. Truly a piece of art and an entertainers dream. Equipment: Fire Sprinklers,Garage Door Opener,Pool/Spa/Equipment, Range/Oven, Shed(s), Washer, Water Filtration Sewer: Sewer Connected Topography: GSL
HOA Fee $0 HOA Fee Frequency HOA Name HOA Phone HOA Fee 2 HOA Fee 2 Frequency HOA Name 2 HOA Phone 2 Assessments HOA Amenities Community Feat Appliances View Pool Laundry Heating Cooling Electric Utilities Accessibility Flooring
Architectural Style Contemporary, Mediterranean Occupant Type Parcel Number 3517511100 Zoning R-1:SINGLE Entry Level Entry Location # of Units In Community Levels Three Or More
Senior Community? No CFD/Mello-Roos No Tax Other Annual Assmnt Amt(CFD/Mello-Roos) Tax Other Annual Assessment Amount Source Other Fees 0 Total Monthly Fee $0.00
List Date 1/14/2021
DOM 322
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
12/02/2021 3:28:55 AM
Status
Expired
$22,995,000
Ross B Clark
Compass
09/17/2021 9:27:34 AM
List Office
Active
$22,995,000
Ross B Clark
Compass
01/14/2021 12:55:29 PM
First Recorded Entry
Active
$22,995,000
Ross B Clark
Berkshire Hathaway HomeService
MLS # 200035258
Class RESIDENTIAL
List Date 7/25/2020
DOM 147
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
12/20/2020 5:12:13 AM
Status
Expired
$24,000,000
Ross B Clark
Berkshire Hathaway HomeService
Barbecue, Billiard Room, Fire Pit
09/20/2020 12:10:15 PM
First Recorded Entry
Active
$24,000,000
Ross B Clark
Barbecue, Built-In, Convection Oven, Dishwasher, Double Oven, Freezer, Disposal, Gas Cooking, Ice Maker, Microwave, Refrigerator Mountain(s), Ocean Covered, Deck, Slab Patio And Porch In Ground In Ground Spa Electric Dryer Hookup, Individual Room, Gas Dryer Hookup Door Features Forced Air, Natural Gas, Zoned Area, Family Kitchen, Dining Room Eating Area Central Air, Zoned Sewer Security Features Automatic Gate Roof Stucco Construction Stone, WOOD Window Features Foundation Details
Berkshire Hathaway HomeService
Chg Date
Chg Type
Status
Price
List Agent Agent Name
List Office Office Name
09/20/2020 12:01:28 PM
Current Entry
Closed
$3,275,000
Timothy M Nelson
Willis Allen Real Estate
Garage Spaces 6.00 Carport Spaces Uncovered Spaces 8.00 Park/Complex Parking Driveway High School District
Lot Size Acres 0.6500 Lot Size Area 28,314.00 Lot Size Units Square Feet Lot Size Dim Lot Size Sqft 28,314.00 Lot Size Source Assessor
Other Structures Guest House, Sauna Private, Guest House Detached Fireplace? Yes Fireplace Family Room, Fire Pit, Living Room, Master Bedroom, Patio
©CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed.
Provided By:
Class RESIDENTIAL
Donna Medrea
CA BRE LIC#
00922764
Page 1 of 1
Office Corporate LIC# 01767484
10/10/2023 03:36 PM
MLS # 130014942
Class RESIDENTIAL
List Date 3/25/2013
DOM 357
Property Report for 1320 MUIRLANDS DR, cont.
Tuesday, October 10, 2023
11/14/2014
11/17/2014
Davidson Dawn R & Dawn R Davidson Trust
Davidson Dawn
Intrafamily Transfer & Dissolution
20140499178
11/14/2014
11/17/2014
Davidson Dawn
Davidson Bill & Davidson Intrafamily Transfer Dawn & Dissolution
20140499177
3/5/2014
3/17/2014
Davidson Bill & Davidson Dawn
Jackson Christopher C A Grant Deed & C C Jackson Family Trust
20140102838
7/29/2010
8/27/2010
Jackson Cynthia C & C C Jackson Jackson Cynthia Family Trust
7/16/1993
6/1/2010
Jackson Cynthia
$3,275,000
Intrafamily Transfer & Dissolution
20100448985
Jackson Cynthia & Clark Intrafamily Transfer Carter & Dissolution
20100273231
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$15,300,000.00
$11,747,890.00 (330.7%)
$3,552,110.00
$69,649.00 (2.0%)
$3,482,461.00
Assessed Improvements
$6,936,000.00
$1,790,482.00 (34.8%)
$5,145,518.00
$100,892.00 (2.0%)
$5,044,626.00
Total Assessment
$22,236,000.00
$13,538,372.00 (155.7%)
$8,697,628.00
$170,541.00 (2.0%)
$8,527,087.00
Exempt Reason % Improved
LOCATION
TAXES
PROPERTY SUMMARY
Property Address
1320 Muirlands Dr La Jolla, CA 92037-6825
Subdivision
Muirlands
Carrier Route
C015
County
San Diego County, CA
Map Code
1247G2
APN/Tax ID
Property Type
Residential
Tax Year
Land Use
Single Family Residential
2022
$105,827.32
Improvement Type
Single Family Residential
2021
$105,102.76
Square Feet
11144
2020
$103,825.40
# of Buildings
1
2019
$101,969.80
2018
$71,906.72
2017
$41,579.34
2016
$39,855.08
2015
$39,265.90
2014
$4,218.10
2013
$4,212.48
CURRENT OWNER
GENERAL PARCEL INFORMATION 351-751-11-00
Alt. APN
31%
Name
Muirlands Cottage Properties LLC
Mailing Address
759 Burgundy Rd Incline Village, NV 89451-8005 No
City Taxes
County Taxes
City
San Diego
Owner Occupied
Tax Area
08001
Owner Right Vesting
2020 Census Trct/Blk
83.11/1
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
La Jolla Elementary School
0.9 mi
Elementary: K to 5
Distance
Muirlands Middle School
0.4 mi
Middle: 6 to 8
Distance
FORECLOSURE HISTORY
La Jolla High School
0.7 mi
No foreclosures were found for this parcel.
High: 9 to 12
Distance
PROPERTY CHARACTERISTICS: BUILDING
Date Recorded Amount
3/3/2022
3/15/2022
3/7/2019
$21,800,000
MORTGAGE HISTORY Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
07/30/2015
$3,000,000
Davidson William A William A Davidson Living Trus
First Republic
2015-0401320
Building # 1
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Total Taxes
Buyer/Owners
Seller
Instrument
No. Parcels Book/Page Or Document#
Muirlands Cottage Properties LLC Davidson Dawn R & Dawn R Davidson Trust
Grant Deed
20220116336
3/21/2019
Davidson Dawn R & The Dawn R Davidson William A Davidson Trust
Intrafamily Transfer & Dissolution
20190102190
7/16/2015
7/30/2015
Davidson William A
Davidson Dawn R & Dawn R Davidson Trust
Intrafamily Transfer & Dissolution
20150401319
7/16/2015
7/30/2015
Davidson William A
Davidson William A
Intrafamily Transfer & Dissolution COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
20150401318
Type
Single Family Residential
Condition
Effective Year Built
2018
Stories
BRs
5
Baths
Total Sq. Ft.
11,144
Building Square Feet (Living Space)
Units
7
F1
H
Rooms
Building Square Feet (Other)
- CONSTRUCTION Quality
Roof Framing
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 1320 MUIRLANDS DR, cont. Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
Property Report for 1320 MUIRLANDS DR, cont. 130014942
Sold
12/30/2018
03/25/2013
$3,450,000
03/17/2014
$3,275,000
Timothy Willis Allen M Nelson Real Estate
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Year Built
Condition
Pool Garage
6 CAR
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
12/
Lot Square Feet
28,314
Latitude/Longitude
32.827657°/-117.263459°
Acreage
0.65
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Muirlands
Plat Book/Page
Block/Lot
12/
Tax Area
Tract Number
002024
Description
Tr 2024 Blk 12 Por
08001
FEMA FLOOD ZONES Zone Code X
Flood Risk
BFE
Description
Minimal
FIRM Panel Eff. Date
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1584H above the 500-year flood level.
12/20/2019
LISTING ARCHIVE Status Change Date
List Date
List Price
Closing Date
Listing Closing Price Agent
220003504SD Sold
03/16/2022
02/17/2022
$22,995,000
03/15/2022
$21,800,000
210001070
Expired
12/02/2021
01/14/2021
200035258
Expired
12/20/2020
07/25/2020
MLS #
Status
Listing Broker
Buyer Agent
Buyer Broker
Ross B Clark
Compass
Vincent Renda
Century 21 1st Choice Realty
$22,995,000
Ross B Clark
Compass
$24,000,000
Ross B Clark
Berkshire Hathaway Homeservice
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Ross B Clark
Willis Allen Real Estate
Property Report for 1320 MUIRLANDS DR, cont.
Tuesday, October 10, 2023
11/14/2014
11/17/2014
Davidson Dawn R & Dawn R Davidson Trust
Davidson Dawn
Intrafamily Transfer & Dissolution
20140499178
11/14/2014
11/17/2014
Davidson Dawn
Davidson Bill & Davidson Intrafamily Transfer Dawn & Dissolution
20140499177
3/5/2014
3/17/2014
Davidson Bill & Davidson Dawn
Jackson Christopher C A Grant Deed & C C Jackson Family Trust
20140102838
7/29/2010
8/27/2010
Jackson Cynthia C & C C Jackson Jackson Cynthia Family Trust
7/16/1993
6/1/2010
Jackson Cynthia
$3,275,000
Intrafamily Transfer & Dissolution
20100448985
Jackson Cynthia & Clark Intrafamily Transfer Carter & Dissolution
20100273231
TAX ASSESSMENT Tax Assessment
2023
Change (%)
2022
Change (%)
2021
Assessed Land
$15,300,000.00
$11,747,890.00 (330.7%)
$3,552,110.00
$69,649.00 (2.0%)
$3,482,461.00
Assessed Improvements
$6,936,000.00
$1,790,482.00 (34.8%)
$5,145,518.00
$100,892.00 (2.0%)
$5,044,626.00
Total Assessment
$22,236,000.00
$13,538,372.00 (155.7%)
$8,697,628.00
$170,541.00 (2.0%)
$8,527,087.00
Exempt Reason % Improved
LOCATION
TAXES
PROPERTY SUMMARY
Property Address
1320 Muirlands Dr La Jolla, CA 92037-6825
Subdivision
Muirlands
Carrier Route
C015
County
San Diego County, CA
Map Code
1247G2
APN/Tax ID
Property Type
Residential
Tax Year
Land Use
Single Family Residential
2022
$105,827.32
Improvement Type
Single Family Residential
2021
$105,102.76
Square Feet
11144
2020
$103,825.40
# of Buildings
1
2019
$101,969.80
2018
$71,906.72
2017
$41,579.34
2016
$39,855.08
2015
$39,265.90
2014
$4,218.10
2013
$4,212.48
CURRENT OWNER
GENERAL PARCEL INFORMATION 351-751-11-00
Alt. APN
31%
Name
Muirlands Cottage Properties LLC
Mailing Address
759 Burgundy Rd Incline Village, NV 89451-8005 No
City Taxes
County Taxes
City
San Diego
Owner Occupied
Tax Area
08001
Owner Right Vesting
2020 Census Trct/Blk
83.11/1
SCHOOL ZONE INFORMATION
Assessor Roll Year
2023
La Jolla Elementary School
0.9 mi
Elementary: K to 5
Distance
Muirlands Middle School
0.4 mi
Middle: 6 to 8
Distance
FORECLOSURE HISTORY
La Jolla High School
0.7 mi
No foreclosures were found for this parcel.
High: 9 to 12
Distance
PROPERTY CHARACTERISTICS: BUILDING
Date Recorded Amount
3/3/2022
3/15/2022
3/7/2019
$21,800,000
MORTGAGE HISTORY Date Recorded
Loan Amount
Borrower
Lender
Book/Page or Document#
07/30/2015
$3,000,000
Davidson William A William A Davidson Living Trus
First Republic
2015-0401320
Building # 1
SALES HISTORY THROUGH 09/29/2023 Settlement Date
Total Taxes
Buyer/Owners
Seller
Instrument
No. Parcels Book/Page Or Document#
Muirlands Cottage Properties LLC Davidson Dawn R & Dawn R Davidson Trust
Grant Deed
20220116336
3/21/2019
Davidson Dawn R & The Dawn R Davidson William A Davidson Trust
Intrafamily Transfer & Dissolution
20190102190
7/16/2015
7/30/2015
Davidson William A
Davidson Dawn R & Dawn R Davidson Trust
Intrafamily Transfer & Dissolution
20150401319
7/16/2015
7/30/2015
Davidson William A
Davidson William A
Intrafamily Transfer & Dissolution COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
20150401318
Type
Single Family Residential
Condition
Effective Year Built
2018
Stories
BRs
5
Baths
Total Sq. Ft.
11,144
Building Square Feet (Living Space)
Units
7
F1
H
Rooms
Building Square Feet (Other)
- CONSTRUCTION Quality
Roof Framing
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Property Report for 1320 MUIRLANDS DR, cont. Shape
Roof Cover Deck
Partitions
Cabinet Millwork
Common Wall
Floor Finish
Foundation
Interior Finish
Floor System
Air Conditioning
Exterior Wall
Heat Type
Structural Framing
Bathroom Tile
Fireplace
Plumbing Fixtures
Property Report for 1320 MUIRLANDS DR, cont. 130014942
Sold
12/30/2018
03/25/2013
$3,450,000
03/17/2014
$3,275,000
Timothy Willis Allen M Nelson Real Estate
- OTHER Occupancy
Building Data Source
PROPERTY CHARACTERISTICS: EXTRA FEATURES Feature
Size or Description
Year Built
Condition
Pool Garage
6 CAR
PROPERTY CHARACTERISTICS: LOT Land Use
Single Family Residential
Lot Dimensions
Block/Lot
12/
Lot Square Feet
28,314
Latitude/Longitude
32.827657°/-117.263459°
Acreage
0.65
PROPERTY CHARACTERISTICS: UTILITIES/AREA Gas Source
Road Type
Electric Source
Topography
Water Source
District Trend
Sewer Source
School District
Zoning Code
Unfd San Diego
R-1:Single Fam-Res
Owner Type
LEGAL DESCRIPTION Subdivision
Muirlands
Plat Book/Page
Block/Lot
12/
Tax Area
Tract Number
002024
Description
Tr 2024 Blk 12 Por
08001
FEMA FLOOD ZONES Zone Code X
Flood Risk
BFE
Description
Minimal
FIRM Panel Eff. Date
FIRM Panel ID
Area of minimal flood hazard, usually depicted on FIRMs as 06073C1584H above the 500-year flood level.
12/20/2019
LISTING ARCHIVE Status Change Date
List Date
List Price
Closing Date
Listing Closing Price Agent
220003504SD Sold
03/16/2022
02/17/2022
$22,995,000
03/15/2022
$21,800,000
210001070
Expired
12/02/2021
01/14/2021
200035258
Expired
12/20/2020
07/25/2020
MLS #
Status
Listing Broker
Buyer Agent
Buyer Broker
Ross B Clark
Compass
Vincent Renda
Century 21 1st Choice Realty
$22,995,000
Ross B Clark
Compass
$24,000,000
Ross B Clark
Berkshire Hathaway Homeservice
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
COPYRIGHT © 2023 COURTHOUSE RETRIEVAL SYSTEM, INC. ALL RIGHTS RESERVED. Information Deemed Reliable But Not Guaranteed.
Ross B Clark
Willis Allen Real Estate
DONNA L. MEDREA OCEANFRONT & LUXURY PROPERTIES
858.204.1810
donna@donnamedrea.com www.donnamedrea.com DRE #00922764
OVER $2+ BILLION SOLD!
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