Doug Swanson BRE
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1 Healdsburg Santa Rosa Sebastopol BENNETT VALLEY WINE COUNTRY LUXURY ESTATE 6830 GARDNER RANCH ROAD, SANTA ROSA With gorgeous views and privacy, this Bennett Valley estate sits on 40± acres overlooking majestic rolling hills, mountains and nearby vineyards. The home has just been through an extensive remodel inside and out where no expense was spared with luxury finishes in all areas of the home and property. The main home offers over 4,000± square feet of living area with 2,600± square feet on the entry level including the master suite, office, kitchen, family and living rooms all attached to wrap-around decks that take full advantage of the properties breathtaking view setting. The lower level has an additional 1,400± square feet with 2 bedrooms and 2 bonus rooms as well as the laundry. Also enjoy a 968± detached guest house that has 2 bedrooms, its own living room and a kitchenette. There is a tastefully remodeled 6 car detached garage that houses a powerful solar array. Living here is truly a wine country dream come true. $4,395,000 Doug Swanson BRE doug@srealproperty.com MMVI Sotheby s International Realty Affiliates, Inc. All Rights Reserved. Sotheby s International Realty is a licensed trademark to Sotheby s International Realty Affiliates, LLC. An Equal Opportunity Company. Equal Housing Opportunity. Each office is independently owned and operated, except offices owned and operated by NRT Incorporated. 709 Healdsburg Avenue, Healdsburg Ca.
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3 6830 Gardner Ranch Rd, Santa Rosa, CA 95404, Sonoma County 4 4,013 1,769,843 $2,375,000 MLS Beds MLS Sq Ft Lot Sq Ft MLS Sale Price PASTURE 07/31/2014 MLS Baths Yr Built Type MLS Sale Date Owner Information Owner Name: Castagna D C & Bragg R A M Tax Billing Zip: Trust Tax Billing Address: 6809 Bennett Valley Rd Tax Billing Zip+4: 9584 Tax Billing City & State: Santa Rosa, CA Owner Occupied: No Location Information Census Tract: Carrier Route: R043 Tax Information Tax ID: % Improved: 62% Tax Area: Lot: 2 Assessment & Tax Assessment Year Assessed Value - Total $2,029,833 $1,976,191 $1,983,414 Assessed Value - Land $767,603 $756,191 $748,195 Assessed Value - Improved $1,262,230 $1,220,000 $1,235,219 YOY Assessed Change ($) $53,642 -$7,223 YOY Assessed Change (%) 2.71% -0.36% Tax Year Total Tax Change ($) Change (%) 2014 $22, $22,762 $ % 2016 $36,434 $13, % Special Assessment Tax Amount Santa Rosa High 2014 Bond $ Bennett Valley Elem 2010 Bonds $ Santa Rosa High Bond $ Bennett Valley Elem Bond $ Santa Rosa High Bond 2002 $ So Co Junior College Bond $ Bennett Valley Fire $ Ws Dam-Russian River Pros $ Ms-Sonoma Mosquito #1 $24.00 Total Of Special Assessments $2, Characteristics Approx Lot SqFt: 1,769,843 Bedrooms: 4 Lot Acres: Total Baths: 4 Land Use - County: Pasture W/Resid MLS Total Baths: 4 Building Sq Ft: 4,013 Full Baths: 3 Stories: 2 Half Baths: 1 Style: Unknown Total Rooms: 4 Year Built: 1994 Quality: Good Courtesy of Nicholas King, Bay Area Real Estate Services The data within this report is compiled by CoreLogic from public and private sources. If desired, the accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality. Property Detail Generated on 03/14/2017 Page 1 of 3
4 Effective Year Built: 1999 Assessor's Building Quality: 8.0 Garage Capacity: MLS: 4 Land Use - Universal: Pasture Listing Information MLS Listing Number: MLS Selling Date: 07/31/2014 MLS Status: Sold MLS Selling Price: $2,375,000 MLS Status Date: 07/31/2014 MLS Listing Agent: B Doug Swanson MLS List Price: $2,495,000 MLS Listing Office: PACIFIC UNION INTERNATIONAL MLS Orig. List Price: $2,495,000 MLS Selling Agent : B Sudha Schlesinger MLS On Market Date: 05/05/2014 MLS Selling Office: PACIFIC UNION INTERNATIONAL Last Market Sale & Sales History Recording Date: 07/31/2014 Seller: Mcdermott M J & S A Trust Sale Price: $2,375,000 Document Number: Owner Name: Castagna D C & Bragg R A M Trust Deed Type: Grant Deed Recording Date 05/09/ /31/ /18/ /02/ /24/2001 Sale Price $2,375,000 $1,915,000 Nominal Y Y Y Buyer Name Seller Name Castagna D C & Bragg R A M Trust Castagna Daniel C Castagna Daniel C Mcdermott M J & S A Trust Mcdermott Michael & S Trust Mcdermott Micheal J & Stephanie A Mcdermott Michael J & Stephanie A Stephens Mark C & Mary A Stephens Mark C & Mary A Stephens Mark C Document Number Document Type Trustee's Deed(Transfer) Grant Deed Grant Deed Grant Deed Grant Deed Recording Date 01/14/ /30/ /30/1997 Sale Price $1,295,000 $151,304 Nominal Buyer Name Seller Name Stephens Mark C Colonial Investments Inc Colonial Investments Inc Hansen Elizabeth Jeanne Hansen Elizabeth Jeanne Gardner Robert W Document Number Document Type Corporation Grant Deed Trustee Deed Grant Deed Mortgage History Mortgage Date 07/31/ /02/ /24/ /14/ /11/1998 Mortgage Amt $1,900,000 $1,340,500 $325,000 $906,500 $50,000 Mortgage Lender Washington Mutual Bk Jp Morgan Chase Bk Na Fa Private Individual Washington Mutual Bk Mortgage Type Conventional Conventional Private Party Lender Conventional Private Party Lender Borrower Name Castagna Daniel C Mcdermott Michael J Stephens Mark C Stephens Mark C Colonial Investments Inc Mortgage Date 02/11/1998 Mortgage Amt $200,000 Mortgage Lender Thaler Inv LLC Mortgage Type Conventional Borrower Name Colonial Investments Inc Courtesy of Nicholas King, Bay Area Real Estate Services The data within this report is compiled by CoreLogic from public and private sources. If desired, the accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality. Property Detail Generated on 03/14/2017 Page 2 of 3
5 Property Map *Lot Dimensions are Estimated Courtesy of Nicholas King, Bay Area Real Estate Services The data within this report is compiled by CoreLogic from public and private sources. If desired, the accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality. Property Detail Generated on 03/14/2017 Page 3 of 3
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13 Sonoma County PRMD ActiveMap Property Report Page 1 of 1 3/14/ Acres* Zoning RRD B6 40/10 (Ac/DU)/Ac MIN, SR Land Use RRD 40 Land Use Policies Not Applicable Planning Area Polices Not Applicable Planning Area 5 - Santa Rosa Urban Service Areas Not Applicable Groundwater Availability Areas Zone 3 - Marginal groundwater Area and Specific Plans Bennett Valley Area Plan Redevelopment Plan Local Area Dev Guidelines Williamson Act Land Contract City Sphere of Influence City Urban Growth Flood Prone Urban Area Air Quality Control Board Waiver Prohibition Area Water Quality Control Board Wet Weather Zone Supervisor District Fire Protection Responsibility Area USGS Quad *Source: Sonoma County Assessor Assessor Map Not Applicable Not Applicable Type II Contract Not Applicable Not Applicable Not Applicable Bay Area Air Quality Management District Not Applicable North Coast Region C - Santa Rosa District 1 - Susan Gorin State 28E Click Here
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21 LENDING DISCLOSURE STATEMENT Ŧ See reverse of form for definitions Ŧ This information is provided by the County for your assistance in evaluating the cost of participating in this program. Taxes and Assessments are not covered by the Federal Truth in Lending Act, and disclosure of this information is not required by law. APPLICANT NAME RUTH BRAGG DANIEL C CASTAGNA PROPERTY ADDRESS 6830 GARDNER RANCH RD SANTA ROSA CA PROGRAM NAME Sonoma County Energy Independence Program PROGRAM ADDRESS 2300 County Center Dr., Ste A105 Santa Rosa, CA SCEIP FILE NO SIMPLE INTEREST RATE 7.00% ANNUAL PERCENTAGE RATE FINANCE CHARGE AMOUNT FINANCED TOTAL OF PAYMENTS The cost of your credit as a yearly rate. The dollar amount the credit will cost you over the entire term of your assessment. The amount of credit provided to you on your behalf. E* % E$ E$ E$ *E is defined as Estimate Your payment schedule will be: 40 NUMBER OF PAYMENTS AMOUNT OF PAYMENTS* WHEN PAYMENTS ARE DUE $ The amount you will have paid after you have made all payments as scheduled , , , , Payments are due in the same manner and in the same installments as the general taxes of the County on real property. *All amounts and payments are estimated based on the maximum Assessment amount. After the final disbursement of Assessment proceeds a statement will be provided showing principal and payment amounts. SECURITY The County will put a lien against the property entered into the property address field above. APPLICABLE FEES See Reverse LATE CHARGES Your payments will be collected in the same manner as your property taxes and will be subject to the same penalties, procedure, sale and lien priority in case of delinquency as applicable for property taxes. PREPAYMENT If you prepay this assessment in full you may have to pay a premium of up to 3 percent under current market conditions. See Prepayment" on the back of this Statement for additional information. See your contract documents for any additional information regarding non-payment, default, required repayment in full before scheduled date, and prepayment refunds and penalties. Written itemization of the Amount Financed and interest charges will be provided upon request. I/We hereby acknowledge reading and receiving a complete copy of this disclosure. I/We understand there is no commitment for the Program to provide this financing and there is no obligation for me/us to accept this financing upon delivery or signing of this disclosure. Applicant s Signature Date Applicant s Signature Date Applicant s Signature Date Applicant s Signature Date REV 01/26/2015
22 Sonoma County Energy Independence Program Lending Disclosure Statement Definitions Amount Financed Amount of Payments Annual Percentage Rate Applicant Name Additional Fees Finance Charge Itemization Late Charges Number of Payments Prepayment Program Name SCEIP File No Security Simple Interest Rate Total of Payments When Payments are Due Amount of the assessment actually made available to a borrower, repayable according to terms of the assessment contract. It is equal to the Assessment Amount less any prepaid fees, All amounts and payments are estimated based on the maximum assessment amount. After the final disbursement of assessment proceeds, a repayment schedule will be provided. Effective cost of credit in consumer loans and real estate loans expressed as a percentage interest rate. The annual percentage rate is the interest rate the borrower actually pays, including fees required in order to participate in the program. Property Owner requesting the contractual assessment. Annual Assessment Fee 1 $40.00 Automated Valuation Report $12.00 Multiple Disbursement Fee Per Interim Disbursement $ No Permit Required SCEIP Inspection Fee (varies by jurisdiction) $ $ Recording Fee 2 $66.00 Title Costs Initial Financing requests less than $5,000 $50.00 Financing requests $5,000 to $500,000 $ Financing requests over $500,000 require title search and insurance. TBD Contact SCEIP for estimate. Title Costs Second project within 180 days $30.00 All projects subject to local jurisdiction building permit fees The Assessee s total cost of assessment, including interest, fees, and prepaid interest. Under the Truth in Lending Act, the finance charge must be disclosed as the total dollar cost of credit. Contrast with ANNUAL PERCENTAGE RATE, which states the cost of credit as an annualized rate. This is the amount the Assessee will pay over the entire term of the assessment. This amount will change if the assessment is paid off early or the initial amount of the assessment is less than the amount listed in item #6, Amount Financed. The finance charge does not include late payment fees or annual fees. This is a line item breakdown of the amount of your assessment. Your payments will be collected in the same manner as your property taxes and will be subject to the same penalties, procedure, sale, and lien priority in case of delinquency as applicable for property taxes. This is the number of installment payments requested by the applicant. This assessment may be prepaid in at any time, but may incur up to a three percent premium. Currently, there is no premium, but it may be imposed by future bond investors in order to allow you to prepay this assessment in full. Available payoff dates are at the end of each month except for March and September when payoff dates are the 10 th of the following month. Please call for a correct payoff quote prior to sending any payment. Partial prepayments are not permitted except at the discretion of the County in the case multiple disbursement contracts, and only from remaining unspent assessment proceeds. Entity that coordinates with the Applicant and Sonoma County Tax Collector to assign the assessment to the property. Sonoma County Energy Independence Program File number assigned to the application. The real property that will be pledged as collateral for the assessment. Interest rate calculation based on the original principal amount. The Total of Payments is the amount you will have paid after making all payments as scheduled. Payments are payable in the same manner and in the same installments as the general taxes of the County on real property payable. TBD 1 The Annual Administrative Assessment shall not exceed $40.00 in fiscal year of the assessment, and shall thereafter be adjusted annually for cost of living based on the U.S. Department of Labor, Bureau of Labor Statistics, and Consumer Price Index for all urban consumers for the Northern California Counties. The Annual Assessment charge is calculated in the Annual Percentage Rate (APR). 2 The Recording Fee for the Assessment Lien documents and Assessment Contract are set by State law and the County Recorder s Office and is updated annually. REV 01/26/2015
Doug Swanson Craig Sikes BRE BARDY ROAD, SANTA ROSA
Healdsburg Santa Rosa Sebastopol EXTRAORDINARY BENNETT VALLEY ESTATE 2840 BARDY ROAD, SANTA ROSA Abundant sunshine, profuse gardens & amazing views on 4.33+/- acres. This expansive Bennett Valley property
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