$653,000
SOLD DEC 21, 2018

11 Montgomery Unit 41 Irvine, CA 92604

Walnut Neighborhood
3 Beds
2.5 Baths
1,633 Sq Ft
$235/mo HOA Fee

Recently Sold

$400 Per Sq Ft

1% Below List Price

15 Days on Market

Highlights

  • In Ground Pool
  • Updated Kitchen
  • Cathedral Ceiling
  • Greentree Elementary School Rated A
  • Traditional Architecture
  • Wood Flooring

About This Home

As of December 2018

Welcome to your impeccably and tastefully remodeled home! With 3 bedrooms, 2.5 bathrooms and 1,633 square feet of living space, this property is located in the wonderful community of Heritage Park. Highlighted by an open living area with vaulted ceilings, an entertainer’s kitchen with plentiful counter space and storage, three well-sized bedrooms upstairs, and an adorable patio space connecting you to your two car garage, your beautiful new space is ready for you to move right in! Upgrades include wood floors, plantation shutters, dual pane windows, updated kitchen cabinets and honed granite countertops, stunning bathrooms including marble floors in the master bath, recessed lighting, new carpet, and recently upgraded Central AC, water heater, and furnace -- this home has it all! The Heritage Park community is quiet and peaceful, with well maintained walking paths, grass areas, community playground, and pool. And you couldn’t be better located; central to everything that Irvine has to offer. You’ll be walking distance to Irvine High School and other top-rated schools within the award-winning Irvine school district, and just a short stroll across the street and you’ll be able to enjoy your weekends at the beautiful Heritage Park. This property checks all the boxes, you’ll love calling it “home”.

Last Agent to Sell the Property

Stuart Wann

Compass License #01998521 Listed on: 10/24/2018

Compass

Co-Listed By

Elizabeth Wann

First Team Real Estate License #02049385

Last Buyer's Agent

Yuling Lee

Treelane Realty Group Inc. License #01716174

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $7,575

Year Built

  • Built in 1977

Lot Details

  • Two or More Common Walls
  • Vinyl Fence
  • Landscaped

HOA Fees

  • $235 Monthly HOA Fees

Parking

  • 2 Car Garage
  • Parking Available
  • Garage Door Opener

Home Design

  • Traditional Architecture
  • Turnkey
  • Slab Foundation
  • Shingle Roof
  • Asphalt Roof
  • Stucco

Interior Spaces

  • 1,633 Sq Ft Home
  • 2-Story Property
  • Cathedral Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Plantation Shutters
  • Family Room with Fireplace

Kitchen

  • Updated Kitchen
  • Eat-In Kitchen
  • Electric Oven
  • Electric Range
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms
  • Remodeled Bathroom
  • Dual Vanity Sinks in Primary Bathroom
  • Walk-in Shower
  • Exhaust Fan In Bathroom

Laundry

  • Laundry Room
  • Laundry in Garage
  • Washer and Electric Dryer Hookup

Home Security

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Patio
  • Exterior Lighting

Schools

  • Irvine High School

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 10
  • Tax Tract Number 9720
  • Assessor Parcel Number 93516041

Community Details

Overview

  • 187 Units
  • Yale Maintenance Association, Phone Number (714) 557-5900
  • Maintained Community

Amenities

  • Community Barbecue Grill
  • Picnic Area

Recreation

  • Community Playground
  • Community Pool
  • Community Spa

Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$7,575

Year Built

Built in 1977

Lot Details

0

HOA Fees

$235 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: Yes
  • Road Surface Type: Maintained, Paved
  • Security: Carbon Monoxide Detector(s), Fire and Smoke Detection System, Smoke Detector(s)
  • Subdivision Name Other: Heritage Park (HP)
  • View: No
  • Architectural Style: Traditional
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93516041
  • Year Built: 1977
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1633.00 Square Feet
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fan(s), Recessed Lighting
  • Stories: 2
  • Common Walls: 2+ Common Walls
  • Flooring: Carpet, Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Eating Area: Area
  • Fireplace Features: Family Room, Gas
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 399.88
  • Room Type: All Bedrooms Up, Family Room, Kitchen
  • Spa Features: Association, In Ground
  • Window Features: Double Pane Windows, Plantation Shutters
  • Bathroom Features: Shower, Double Sinks In Master Bath, Exhaust Fan(s), Remodeled, Walk-In Shower
  • Room Kitchen Features: Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Fence: Yes
  • Fencing: Vinyl
  • Patio And Porch Features: Patio
  • Pool Features: Association, In Ground
  • Pool Private: No
  • Roof: Asphalt, Shingle
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Electric Oven, Electric Range, Disposal, Microwave
  • Heating Type: Central, Fireplace(s)
  • Laundry Features: Electric Dryer Hookup, In Garage, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Barbecue, Picnic Area, Playground, Maintenance Grounds
  • Association Fee: 235.00
  • Association Fee Frequency: Monthly
  • Association Name: Yale Maintenance
  • Phone: 714-557-5900
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights

Schools

  • School District: Irvine Unified
  • High School: Irvine
  • High School: Irvine
  • High School2: IRVINE

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Landscaped

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 187
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 525.05
  • Tax Lot: 10
  • Tax Tract Number: 9720

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 24, 2018
Closed on
Nov 21, 2018
Sold by
Trevithick Kevin W and Trevithick Jennifer J
Bought by
Xu Zhongmei
Seller's Agent
Stuart Wann
Compass
Buyer's Agent
Yuling Lee
Treelane Realty Group Inc.
List Price
$659,000
Sold Price
$653,000
Premium/Discount to List
-$6,000
-0.91%
Current Estimated Value
$1,047,830

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$394,830
Avg. Annual Appreciation
6.47%
Original Mortgage
$391,800
Outstanding Balance
$352,125
Interest Rate
5.37%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$645,919

Purchase Details

Listed on
Oct 24, 2018
Closed on
Nov 13, 2018
Sold by
Fu Xiang
Bought by
Xu Zhongmei
Seller's Agent
Stuart Wann
Compass
Buyer's Agent
Yuling Lee
Treelane Realty Group Inc.
List Price
$659,000
Sold Price
$653,000
Premium/Discount to List
-$6,000
-0.91%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$391,800
Outstanding Balance
$352,125
Interest Rate
5.37%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$645,919
Source: Public Records

Range of Values:

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Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Grant Deed $653,000 Western Resources Title Co
Interfamily Deed Transfer -- Western Resources Title Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $391,800 Adjustable Rate Mortgage/ARM
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/04/2023 07/04/23 For Rent $3,800 0.0% --
07/03/2023 07/03/23 Rented $3,800 0.0% --
06/30/2023 06/30/23 Off Market $3,800 -- --
06/09/2023 06/09/23 For Rent $3,800 +8.6% --
03/10/2022 03/10/22 Rented $3,500 0.0% --
02/10/2022 02/10/22 Under Contract -- -- --
02/01/2022 02/01/22 Price Changed $3,500 +1.4% $2 / Sq Ft
01/30/2022 01/30/22 For Rent $3,450 0.0% --
01/26/2022 01/26/22 Off Market $3,450 -- --
01/11/2022 01/11/22 For Rent $3,450 +19.4% --
02/05/2019 02/05/19 Rented $2,890 0.0% --
01/29/2019 01/29/19 Under Contract -- -- --
01/26/2019 01/26/19 Price Changed $2,890 -5.2% $2 / Sq Ft
01/05/2019 01/05/19 For Rent $3,050 0.0% --
12/21/2018 12/21/18 Sold $653,000 -0.9% $400 / Sq Ft
11/08/2018 11/08/18 Pending -- -- --
10/24/2018 10/24/18 For Sale $659,000 -- $404 / 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 $7,575 $728,431 $605,055 $123,376
2024 $7,575 $714,149 $593,192 $120,957
2023 $7,379 $700,147 $581,561 $118,586
2022 $7,239 $686,419 $570,158 $116,261
2021 $7,074 $672,960 $558,978 $113,982
2020 $7,035 $666,060 $553,246 $112,814
2019 $6,879 $653,000 $542,398 $110,602
2018 $2,456 $223,050 $96,809 $126,241
2017 $2,405 $218,677 $94,911 $123,766
2016 $2,303 $214,390 $93,050 $121,340
2015 $2,269 $211,170 $91,652 $119,518
2014 $2,227 $207,034 $89,857 $117,177
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC18256108

California Regional Multiple Listing Service (CRMLS)

APN: 935-160-41