NOT LISTED FOR SALE

Estimated Value: $3,019,000 - $3,943,387

5 Beds
4 Baths
3,100 Sq Ft
$1,144/Sq Ft Est. Value

Highlights

  • Ocean View
  • Heated Spa
  • Open Floorplan
  • Marco Forster Middle School Rated A-
  • 0.33 Acre Lot
  • Modern Architecture

About This Home

Gorgeous semi-custom Villa located in the Guard-Gated community of Monarch Beach. This is the largest model with a remodeled upstairs Excercise/Bonus room and Hardwood Flooring. This home is on a huge lot of over 14,000 sq ft complete with Pool and Spa. Peek Ocean View. A garden full of Fresh Divine Fruit Trees carefully Mastered by the homeowner. It backs to a lush Park with peek Sunset and Ocean Views. There are 4 Additional spacious Bedrooms,all have their own private baths. One full bedroom and bath downstairs, currently used as office. Plantation Shutters throughout. The home features Mediterranean Style Columns, Travertine flooring. Exquisite cathedral ceilings. A gourmet Kitchen with views of the lovely Pool, Spa and lush garden outside. The Master Suite has its own private retreat and balcony. Surrounded by The Links Golf Course, just a short walk to Salt Creek Beach and Dana Point Harbor.

Last Agent to Sell the Property

Dinah Roitz

Surterre Properties Inc License #00669883 Listed on: 11/12/2011

Last Buyer's Agent

Out of Area Out of Area

Out of Area

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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Average Value
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List Price
Sold Price
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Home Details

Home Type

  • Single Family

Year Built

  • Built in 1987

Lot Details

  • 14,241 Sq Ft Lot
  • Cul-De-Sac
  • Stone Wall
  • Wrought Iron Fence
  • Level Lot
  • Sprinklers Throughout Yard
  • Private Yard

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Garage Door Opener

Property Views

  • Ocean
  • Catalina
  • City Lights
  • Pool

Home Design

  • Modern Architecture
  • Tile Roof
  • Concrete Roof
  • Copper Plumbing
  • Stucco

Interior Spaces

  • 3,100 Sq Ft Home
  • Open Floorplan
  • Coffered Ceiling
  • Wood Burning Fireplace
  • Electric Fireplace
  • Gas Fireplace
  • Sliding Doors
  • Entrance Foyer
  • Family Room Off Kitchen
  • Living Room
  • Dining Room
  • Home Gym

Kitchen

  • Walk-In Pantry
  • Double Oven
  • Electric Cooktop
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Mirrored Closets Doors

Laundry

  • Laundry Room
  • Dryer

Pool

  • Heated Spa
  • Gas Heated Pool

Outdoor Features

  • Stone Porch or Patio

Utilities

  • Forced Air Heating and Cooling System
  • 220 Volts in Garage
  • 220 Volts in Kitchen
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 0.33
  • Tax Tract Number 11222
  • Assessor Parcel Number 67236128

Community Details

Overview

  • Largest

Amenities

  • Laundry Facilities

Home Details

Home Type

Single Family

Year Built

Built in 1987

Lot Details

0.33 Acres

HOA Fees

$321 per month

Parking

3

Listing Details

  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Villas II @ Monarch Beach
  • View: Yes
  • Architectural Style: Modern
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67236128
  • Year Built: 1987
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3100.00
  • Interior Amenities: Coffered Ceiling(s), Copper Plumbing Full, Open Floorplan
  • Flooring: Carpet, Stone
  • Appliances: Yes
  • Full Bathrooms: 3
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: Mirror Closet Door(s), Sliding Doors
  • Eating Area: Family Kitchen, Dining Room
  • Fireplace Features: Electric, Gas, Gas Starter, Wood Burning
  • Levels: Two
  • Price Per Square Foot: 362.26
  • Room Type: Family Room, Foyer, Exercise Room, Living Room, Walk-In Pantry
  • Spa Features: Heated, Private

Exterior Features

  • Patio: Yes
  • View: Catalina, City Lights, Ocean, Pool
  • Fence: Yes
  • Fencing: Stone, Wrought Iron
  • Patio And Porch Features: Stone
  • Pool Features: Gas Heat, Private
  • Pool Private: Yes
  • Roof: Concrete, Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage Door Opener
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Available, Sewer Available
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Double Oven, Dishwasher, Electric Cooking, Disposal, Microwave, Cooktop
  • Electric: 220 Volts in Garage, 220 Volts in Kitchen
  • Heating Type: Forced Air, Fireplace(s)
  • Laundry Features: Dryer Included, Gas Dryer Hookup, Individual Room
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 216.00
  • Association #2 Fee: 105.00
  • Association Fee Frequency: Monthly
  • Senior Community: No

Lot Info

  • Land Lease Purchase: No
  • Lot Features: Cul-De-Sac, Level, Sprinklers In Front, Sprinklers In Rear, Sprinklers On Side, Yard
  • Lot Size Sq Ft: 14241.00
  • Lot Size Acres: 0.3270

Multi Family

  • Lease Considered: No
  • Lot Size Area: 14241.0000 Square Feet

Tax Info

  • Tax Lot: 0.33
  • Tax Tract Number: 11222

Ownership History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Name Owned For Owner Type

Purchase Details

Closed on
Sep 26, 2023
Sold by
Carter Family Trust and Carter William H
Bought by
Current Estimated Value
$3,540,890

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$4,500,000
Interest Rate
7.12%
Mortgage Type
Reverse Mortgage Home Equity Conversion Mortgage

Purchase Details

Closed on
Jul 24, 2013
Sold by
Carter William H and Carter Diana M
Bought by
Carter William H and Carter Diana M

Purchase Details

Listed on
Nov 12, 2011
Closed on
Mar 6, 2012
Sold by
Macdonald Brian R and Macdonald Lucy
Bought by
Carter William H and Carter Diana M
Seller's Agent
Dinah Roitz
Surterre Properties Inc
Buyer's Agent
Out of Area Out of Area
Out of Area
List Price
$1,210,000
Sold Price
$1,123,000
Premium/Discount to List
-$87,000
-7.19%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.32%
Original Mortgage
$750,000
Interest Rate
3.87%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 26, 2009
Sold by
Durst Carol Audrey
Bought by
Macdonald Brian R and Macdonald Lucy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$808,000
Interest Rate
5.25%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Agents Specializing in Monarch Beach, CA

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Purchase History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Buyer Sale Price Title Company
-- Stewart Title Of California
Carter William H -- None Available
Carter William H $1,123,000 Ticor Title Tustin Orange Co
Macdonald Brian R $1,010,000 Fidelity National Title
Source: Public Records

Mortgage History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Status Borrower Loan Amount
Open $5,595,000
Closed Carter Family Trust $4,500,000
Previous Owner Carter William H $699,000
Previous Owner Carter Willliam R $741,000
Previous Owner Carter William H $750,000
Previous Owner Macdonald Brian R $808,000
Source: Public Records

Tax History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

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
2026 $16,886 $1,453,936 $1,030,753 $423,183
2025 $16,261 $1,425,428 $1,010,542 $414,886
2024 $16,261 $1,397,479 $990,728 $406,751
2023 $15,832 $1,370,078 $971,302 $398,776
2022 $15,600 $1,343,214 $952,257 $390,957
2021 $15,235 $1,316,877 $933,585 $383,292
2020 $14,811 $1,303,375 $924,013 $379,362
2019 $14,481 $1,277,819 $905,895 $371,924
2018 $14,200 $1,252,764 $888,132 $364,632
2017 $13,771 $1,228,200 $870,717 $357,483
2016 $13,474 $1,204,118 $853,644 $350,474
2015 $12,770 $1,186,032 $840,822 $345,210
2014 $12,545 $1,162,800 $824,352 $338,448
Source: Public Records

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: S679709

California Regional Multiple Listing Service (CRMLS)

APN: 672-361-28

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