Seller's Agent in 2014
Robert Jensen
Coldwell Banker Realty
(949) 249-6611
1 in this area
5 Total Sales
1 Porto Cervo Dr Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $3,162,000 - $3,882,953
5
Beds
5
Baths
3,410
Sq Ft
$1,031/Sq Ft
Est. Value
Highlights
- Ocean View
- Gated with Attendant
- 0.32 Acre Lot
- Marco Forster Middle School Rated A-
- In Ground Pool
- Open Floorplan
About This Home
As of December 2014Resort-style living in prestigious Monarch Beach! This remodeled 5 BR/5 BA home, perfect for family and entertaining, is located on one of the largest lots within this guard-gated area. Downstairs is a large living & formal dining room with cathedral ceilings and a full wet-bar. The fully-functional kitchen offers top quality with granite counters, finely upgraded cabinetry, stainless appliances with a wood accented ceiling. A spacious family room, bedroom and full bath complete the downstairs. A custom wrought-iron stairway leads upstairs to a beautiful Master suite. The Master has been finished with polished Venetian plaster and includes an upgraded Master bath, fireplace and private deck with a peek ocean view. Also upstairs are 2 bedrooms - each with en-suite bath. The laundry has been relocated to the upstairs for added convenience. The lush, tropical backyard features a large pool and spa, stone barbeque and great space for outdoor dining & entertaining. A private view deck in the elevated corner of the property offers an ocean view. Accessible from the backyard is a casita with a private entrance and full bath – perfect for an office or extra bedroom. To top it all off, you’re a short walk to Salt Creek beach, the Ritz-Carlton and the St. Regis.
Last Agent to Sell the Property
Coldwell Banker Realty License #01878087 Listed on: 10/01/2014
Last Buyer's Agent
Lance Hall
Agentinc License #01352343
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $20,491
Year Built
- Built in 1986
Lot Details
- 0.32 Acre Lot
- Corner Lot
- Back Yard
HOA Fees
Parking
- 3 Car Attached Garage
- Parking Available
- Driveway
Property Views
- Ocean
- Peek-A-Boo
Home Design
- Mediterranean Architecture
Interior Spaces
- 3,410 Sq Ft Home
- Open Floorplan
- Wet Bar
- Built-In Features
- Crown Molding
- Cathedral Ceiling
- Ceiling Fan
- Recessed Lighting
- Plantation Shutters
- Wood Frame Window
- Family Room with Fireplace
- Living Room with Fireplace
- Dining Room
Kitchen
- Double Oven
- Six Burner Stove
- Range Hood
- Microwave
- Dishwasher
- Granite Countertops
- Disposal
Flooring
- Carpet
- Tile
Bedrooms and Bathrooms
- 5 Bedrooms
- Main Floor Bedroom
- Fireplace in Primary Bedroom
- Maid or Guest Quarters
- 5 Full Bathrooms
Laundry
- Laundry Room
- Laundry on upper level
Pool
- In Ground Pool
- In Ground Spa
Outdoor Features
- Balcony
- Stone Porch or Patio
- Exterior Lighting
- Outdoor Grill
Utilities
- Two cooling system units
- Central Heating and Cooling System
- Vented Exhaust Fan
Community Details
- Gated with Attendant
Listing and Financial Details
- Tax Lot 15
- Tax Tract Number 11222
- Assessor Parcel Number 67236115
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Oct 1, 2014
Closed on
Jan 9, 2015
Sold by
Kerr Annette
Bought by
Kerr Annette and Annette Kerr Trust
Seller's Agent
Robert Jensen
Coldwell Banker Realty
Buyer's Agent
Lance Hall
Agentinc
List Price
$1,490,000
Sold Price
$1,490,000
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,024,738
Avg. Annual Appreciation
8.22%
Purchase Details
Listed on
Oct 1, 2014
Closed on
Nov 22, 2014
Sold by
Travis D Michael and Travis Laura Ann
Bought by
Kerr Annette
Seller's Agent
Robert Jensen
Coldwell Banker Realty
Buyer's Agent
Lance Hall
Agentinc
List Price
$1,490,000
Sold Price
$1,490,000
Purchase Details
Closed on
Feb 20, 2008
Sold by
Snyder Dan L and Snyder Nanci L
Bought by
Travis D Michael and Travis Laura Ann
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
4.95%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Aug 2, 2005
Sold by
Warner P Craig and Warner Myrna O
Bought by
Snyder Dan L and Snyder Nanci L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,029,000
Interest Rate
7.25%
Mortgage Type
Fannie Mae Freddie Mac
Purchase Details
Closed on
Nov 19, 1999
Sold by
William Junkin and William Cynthia A
Bought by
Warner P Craig and Warner Myrna O
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$600,000
Interest Rate
7.37%
Purchase Details
Closed on
Jun 12, 1996
Sold by
David Chang and Tamana Tsuji Tamana
Bought by
Junkin William W and David Cynthia A
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$425,000
Interest Rate
4.95%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Kerr Annette | -- | None Available | |
| Kerr Annette | $1,490,000 | Equity Title | |
| Travis D Michael | $1,850,000 | Multiple | |
| Snyder Dan L | $1,470,000 | Lawyers Title | |
| Warner P Craig | $750,000 | Orange Coast Title | |
| Junkin William W | $625,000 | Orange Coast Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Previous Owner | Travis D Michael | $1,000,000 | |
| Previous Owner | Snyder Dan L | $1,029,000 | |
| Previous Owner | Warner P Craig | $600,000 | |
| Previous Owner | Junkin William W | $425,000 | |
| Closed | Warner P Craig | $37,500 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 12/01/2014 12/01/14 | Sold | $1,490,000 | 0.0% | $437 / Sq Ft |
| 11/01/2014 11/01/14 | Pending | -- | -- | -- |
| 10/01/2014 10/01/14 | For Sale | $1,490,000 | -- | $437 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
Tax History
| Year | Tax Paid | Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. | Land | Improvement |
|---|---|---|---|---|
| 2025 | $20,491 | $1,790,752 | $1,348,273 | $442,479 |
| 2024 | $20,491 | $1,755,640 | $1,321,837 | $433,803 |
| 2023 | $19,728 | $1,721,216 | $1,295,918 | $425,298 |
| 2022 | $19,359 | $1,687,467 | $1,270,508 | $416,959 |
| 2021 | $19,050 | $1,654,380 | $1,245,596 | $408,784 |
| 2020 | $18,235 | $1,637,417 | $1,232,824 | $404,593 |
| 2019 | $18,168 | $1,605,311 | $1,208,651 | $396,660 |
| 2018 | $17,785 | $1,573,835 | $1,184,952 | $388,883 |
| 2017 | $17,450 | $1,542,976 | $1,161,718 | $381,258 |
| 2016 | $17,025 | $1,512,722 | $1,138,939 | $373,783 |
| 2015 | $15,937 | $1,490,000 | $1,121,831 | $368,169 |
| 2014 | $13,944 | $1,300,000 | $878,386 | $421,614 |
Source: Public Records
Agents Affiliated with this Home
-
Robert Jensen
-
L
Buyer's Agent in 2014
Lance Hall
Agentinc
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC14210688
APN: 672-361-15
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