NOT LISTED FOR SALE

Estimated Value: $1,070,000 - $1,162,000

2 Beds
2 Baths
1,734 Sq Ft
$635/Sq Ft Est. Value

Last Sold January 31, 2023

Last sale price $945,000 $545 Per Sq Ft

Est. 17% increase in value since last sale

Current estimated payment $6,821/month

4 Days on Market

Highlights

  • Concierge
  • Fitness Center
  • Solar Power System
  • Golf Course Community
  • Spa
  • Open Floorplan

About This Home

As of January 2023

Welcome to the ever-popular Monterey II, a 2 bedroom, 2 bath, plus den solar home, located on one of the most pristine courts in all of Trilogy. Built in 2014, this 1734 sq. ft. coastal exterior home offers an open-concept living space, loads of natural light, and rich designer details, including gorgeous scraped wood flooring, two-tone paint, antiqued bronze fixtures, and extra LED lighting. The kitchen is inviting, featuring maple-stained Shaker-style cabinetry, decorative tile backsplash, elegant ivory Silestone countertops, large curved-front island which seats four comfortably, a gas range, and a spacious in-kitchen dining space. Adjacent, the bright den/office has a glass French door enclosure for an air of privacy, and across the way is the great room, which offers a cozy fireplace and lots of windows which bring in plenty of natural light, plus exceptional views of the park-like backyard. Head outside through the sliding glass door to the covered patio and the great outdoors, where you’ll discover a free-standing stone fireplace - it’s the perfect spot to relax and sip on some local wine while enjoying the expansive grounds that seem to go on forever! You’ll spend many hours in this incredible space, with a meandering paver pathway through a delightful array of trees and shrubs - and as an added bonus, it’s completely private and pet-friendly. Back inside, the master suite is where you’ll wake up refreshed every day - the spacious bedroom is light and airy with another fabulous view of the backyard, and the master bath features tile floors, dual sinks with Silestone countertop, a beautifully tiled shower with thick frameless glass enclosure, and a walk-in closet. When family and friends come to visit, you can house them in their own private wing up front. There you’ll find a sunny bedroom and a full bath next door with sleek Silestone countertop and a marble-look tiled shower/tub combo. In addition there’s a laundry with storage, hallway linen storage, and a 2+ car garage featuring a long strip of lower storage cabinets with a solid surface countertop - it’s a great spot to work on a myriad of hobbies and projects. You’ll also find a wall of floor-to-ceiling cabinets for even more great storage. Best of all, this lovely home is located in Trilogy where you’ll enjoy an active life with resort style amenities including pickle-ball/bocce/tennis courts, gym, pool, spa, and two sensational golf courses.

Last Agent to Sell the Property

Molly Murphy

Compass California, Inc.-PB License #01973035 Listed on: 01/04/2023

Compass California, Inc.-PB

Co-Listed By

Stacy Murphy

Compass California, Inc.-PB License #01280894

Last Buyer's Agent

Margaret Kelly

Ocean Breeze Real Estate, Inc. License #01415177

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,365

Year Built

  • Built in 2014

Lot Details

  • 9,273 Sq Ft Lot
  • Cul-De-Sac
  • Back and Front Yard
  • Property is zoned REC

HOA Fees

  • $459 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Driveway

Home Design

  • Planned Development

Interior Spaces

  • 1,734 Sq Ft Home
  • Open Floorplan
  • Wired For Data
  • Recessed Lighting
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Den
  • Laundry Room

Kitchen

  • Open to Family Room
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Built-In Trash or Recycling Cabinet

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • Walk-In Closet
  • 2 Full Bathrooms

Eco-Friendly Details

  • Solar Power System

Outdoor Features

  • Spa
  • Patio
  • Outdoor Fireplace
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Central Heating
  • Private Water Source
  • Tankless Water Heater
  • Private Sewer

Listing and Financial Details

  • Tax Lot 667
  • Assessor Parcel Number 091706016

Community Details

Overview

  • Front Yard Maintenance
  • Ccma/Wma Association, Phone Number (805) 343-7508
  • Hoamco HOA
  • Trilogy Subdivision
  • Maintained Community

Amenities

  • Concierge
  • Community Fire Pit
  • Community Barbecue Grill
  • Picnic Area
  • Sauna
  • Clubhouse
  • Banquet Facilities

Recreation

  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Community Playground
  • Fitness Center
  • Community Pool
  • Community Spa
  • Park
  • Horse Trails
  • Hiking Trails
  • Bike Trail

Security

  • Resident Manager or Management On Site

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,365

Year Built

Built in 2014

Lot Details

0

HOA Fees

$459 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Trilogy(600)
  • View: No
  • Zoning: REC
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 091706016
  • Year Built: 2014
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1734.00 Square Feet
  • Interior Amenities: Open Floorplan, Recessed Lighting, Wired for Data
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Fireplace Features: Family Room, Outside
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 544.98
  • Room Type: All Bedrooms Down, Den, Kitchen, Laundry, Walk-In Closet
  • Spa Features: Community
  • Room Kitchen Features: Built-In Trash/Recycling, Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Patio
  • Pool Features: Community
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Driveway, Garage
  • Total Parking Spaces: 2.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Microwave, Refrigerator, Tankless Water Heater
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Private Sewer
  • Water Source: Private

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pickleball, Pool, Spa/Hot Tub, Sauna, Fire Pit, Barbecue, Picnic Area, Playground, Golf Course, Tennis Court(s), Bocce Ball Court, Biking Trails, Hiking Trails, Horse Trails, Gym/Ex Room, Clubhouse, Banquet Facilities, Concierge, Maintenance Grounds, Management, Maintenance Front Yard
  • Association Fee: 459.00
  • Association Fee Frequency: Monthly
  • Association Name: CCMA/WMA
  • Phone: 805-343-7508
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Golf, Gutters, Park, Sidewalks, Storm Drains, Street Lights
  • Association Management: HOAMCO

Schools

  • School District: Lucia Mar Unified

Green Features

  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard
  • Lot Size Sq Ft: 9273.00
  • Lot Size Acres: 0.2129

Multi Family

  • Lease Considered: No
  • Lot Size Area: 9273.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 123.06
  • Tax Lot: 667

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 4, 2023
Closed on
Jan 11, 2023
Sold by
Howard Stern And Beth F Ladin Living Tru
Bought by
Randy R Kruse And Lisa Polino Kruse Living Tr
Seller's Agent
Molly Murphy
Compass California, Inc.-PB
Buyer's Agent
Margaret Kelly
Ocean Breeze Real Estate, Inc.
List Price
$975,000
Sold Price
$945,000
Premium/Discount to List
-$30,000
-3.08%
Views
26
Current Estimated Value
$1,100,959

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$155,959
Avg. Annual Appreciation
5.10%

Purchase Details

Closed on
Nov 9, 2015
Sold by
Stern Howard L and Ladin Beth Frances
Bought by
Howard Stern & Beth F Ladin Living Trust

Purchase Details

Closed on
Nov 20, 2014
Sold by
Shea Homes Limited Partnership
Bought by
Stern Howard L and Ladin Beth Frances

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$417,000
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Randy R Kruse And Lisa Polino Kruse Living Tr $945,000 Fidelity National Title
Howard Stern & Beth F Ladin Living Trust -- None Available
Stern Howard L $570,500 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Stern Howard L $417,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/31/2023 01/31/23 Sold $945,000 -3.1% $545 / Sq Ft
01/08/2023 01/08/23 Pending -- -- --
01/04/2023 01/04/23 For Sale $975,000 -- $562 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

Tax History Compared to Growth

Source: Public Records

Tax History

Year Tax Paid Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. Land Improvement
2025 $4,365 $431,518 $181,951 $249,567
2024 $6,896 $423,058 $178,384 $244,674
2023 $6,896 $658,908 $323,448 $335,460
2022 $6,791 $645,989 $317,106 $328,883
2021 $6,777 $633,324 $310,889 $322,435
2020 $6,699 $626,831 $307,702 $319,129
2019 $6,656 $614,541 $301,669 $312,872
2018 $6,575 $602,492 $295,754 $306,738
2017 $6,451 $590,679 $289,955 $300,724
2016 $6,082 $579,098 $284,270 $294,828
2015 $6,069 $570,400 $280,000 $290,400
2014 $1,776 $170,000 $170,000 $0
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PI23002013

California Regional Multiple Listing Service (CRMLS)

APN: 091-706-016