Seller's Agent in 2021
Mark Taylor
Compass
(949) 335-8698
1 in this area
115 Total Sales
13 Marbella Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $4,365,537 - $5,235,000
3
Beds
3.5
Baths
3,624
Sq Ft
$1,281/Sq Ft
Est. Value
Highlights
- Ocean View
- On Golf Course
- Primary Bedroom Suite
- John Malcom Elementary School Rated A
- 24-Hour Security
- Updated Kitchen
About This Home
As of June 2021Welcome to the pinnacle of coastal Orange County resort living, 13 Marbella. Masterfully redesigned and effectively rebuilt in 2014, this home effortlessly melds today’s leading design trends with the casual comfort of beach side living. The original single level floor plan, located in the 24-hour guard gated community of Monarch Beach Estates, has been completely gutted and reconfigured to create a one-of-a-kind open living space, encompassing 3,624 square feet with three over-sized bedroom suites and three and one half baths. Allow your cares to melt away as you enter the private gated courtyard and find the gracious great room with fourteen foot ceilings, custom fireplace, wet bar, and sets of french doors opening to the rear of the property. The abundant, tranquil outdoor living space offers a gracious backyard perched above the Monarch Beach Golf Links and boasts a built-in barbecue, fire feature, and manicured landscaping that frames a dramatic elevated view orientation. The chef’s kitchen features natural stone countertops, a freestanding Wolf Range, Subzero dual unit refrigerator and freezer, double dishwashers, a built-in espresso machine, and walk-in pantry. Indulge in a spacious master retreat with a sitting area, access to the backyard, and a tranquil bath with "his & hers" vanities, a soaking tub, and a boutique inspired dressing room. The two secondary bedroom suites, complete with interior living space, will have your guests requesting to extend their stay complete the interior living space. A finished three car garage and driveway offers ample off street parking, additional storage, and epoxy flooring. This is a rare opportunity to secure a finished residence ideally located adjacent to Dana Point's finest golf, hotels, restaurants, beaches, and shopping unlikely to ever be equaled.
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $24,202
Year Built
- Built in 2014
Lot Details
- 8,750 Sq Ft Lot
- On Golf Course
- Back Yard
- Density is up to 1 Unit/Acre
HOA Fees
Parking
- 3 Car Attached Garage
- 3 Open Parking Spaces
- Parking Storage or Cabinetry
- Parking Available
- Front Facing Garage
Property Views
- Ocean
- Panoramic
- Golf Course
- Mountain
- Park or Greenbelt
Home Design
- Contemporary Architecture
- Slab Foundation
- Tile Roof
Interior Spaces
- 3,624 Sq Ft Home
- Open Floorplan
- Wet Bar
- Wired For Sound
- High Ceiling
- Recessed Lighting
- Double Pane Windows
- Formal Entry
- Family Room Off Kitchen
- Living Room with Fireplace
- Dining Room
- Wood Flooring
- Sump Pump
- Laundry Room
Kitchen
- Updated Kitchen
- Open to Family Room
- Breakfast Bar
- Double Oven
- Gas Oven
- Six Burner Stove
- Gas Range
- Range Hood
- Microwave
- Freezer
- Ice Maker
- Dishwasher
- Kitchen Island
- Granite Countertops
- Disposal
Bedrooms and Bathrooms
- 3 Main Level Bedrooms
- Primary Bedroom on Main
- Primary Bedroom Suite
- Double Master Bedroom
- Stone Bathroom Countertops
- Dual Vanity Sinks in Primary Bathroom
- Private Water Closet
- Bathtub
- Separate Shower
- Exhaust Fan In Bathroom
- Linen Closet In Bathroom
- Closet In Bathroom
Outdoor Features
- Exterior Lighting
- Outdoor Grill
- Rain Gutters
Utilities
- Forced Air Zoned Heating and Cooling System
- Vented Exhaust Fan
Listing and Financial Details
- Tax Lot 20
- Tax Tract Number 11548
- Assessor Parcel Number 67239122
Community Details
Overview
- The Estates Association, Phone Number (949) 833-2600
- Keystone Pacific Association, Phone Number (949) 833-2600
- Estates At Monarch Beach Subdivision
- Maintained Community
Amenities
- Picnic Area
Recreation
- Dog Park
Security
- 24-Hour Security
- Controlled Access
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Apr 22, 2021
Closed on
Apr 30, 2021
Sold by
Foster Robert C and Grewe Kara L
Bought by
Morris Thomas C and Morris Kathryn Z
Seller's Agent
Mark Taylor
Compass
Buyer's Agent
Dean Lueck
Compass
List Price
$3,295,000
Sold Price
$3,400,000
Premium/Discount to List
$105,000
3.19%
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
$1,244,134
Avg. Annual Appreciation
7.40%
Original Mortgage
$2,210,000
Outstanding Balance
$1,957,789
Interest Rate
1.75%
Mortgage Type
New Conventional
Estimated Equity
$2,686,345
Purchase Details
Listed on
Feb 5, 2015
Closed on
Feb 23, 2015
Sold by
R & B Capital Group Llc
Bought by
Foster Robert C and Grewe Kara L
Seller's Agent
Kelly Gwin
Realty One Group West
Buyer's Agent
Susan McDonnell
HomeSmart, Evergreen Realty
List Price
$2,995,000
Sold Price
$2,910,000
Premium/Discount to List
-$85,000
-2.84%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.53%
Purchase Details
Listed on
May 20, 2013
Closed on
May 29, 2013
Sold by
Sapsowitz Phyllis
Bought by
R & B Capital Group Llc
Seller's Agent
Mila Evans
Key Home Group
Buyer's Agent
Kelly Gwin
Realty One Group West
List Price
$1,699,000
Sold Price
$1,500,000
Premium/Discount to List
-$199,000
-11.71%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
44.80%
Purchase Details
Listed on
May 20, 2013
Closed on
Apr 29, 2013
Sold by
Carlisle Anne L
Bought by
Sapsowitz Phyllis and Sapsowitz Family Trust
Seller's Agent
Mila Evans
Key Home Group
Buyer's Agent
Kelly Gwin
Realty One Group West
List Price
$1,699,000
Sold Price
$1,500,000
Premium/Discount to List
-$199,000
-11.71%
Purchase Details
Listed on
Mar 30, 2012
Closed on
Apr 11, 2012
Sold by
Sapsowitz Phyllis
Bought by
Carlisle Anne L and The Anne Carlisle Trust
Seller's Agent
Shaun Hurley
Coldwell Banker Realty
Buyer's Agent
Rick Langevin
Surterre Properties Inc.
List Price
$1,750,000
Sold Price
$1,650,000
Premium/Discount to List
-$100,000
-5.71%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
-8.60%
Original Mortgage
$1,000,000
Interest Rate
3.94%
Mortgage Type
New Conventional
Purchase Details
Closed on
Jun 7, 2004
Sold by
Sapsowitz Sidney H and Sapsowitz Phyllis
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Interest Rate
5.35%
Mortgage Type
New Conventional
Purchase Details
Closed on
Apr 19, 2004
Sold by
Sapsowitz Sidney H and Sapsowitz Phyllis
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Interest Rate
5.35%
Mortgage Type
New Conventional
Purchase Details
Closed on
Dec 13, 2001
Sold by
Sapsowitz Sidney H and Sapsowitz Phyllis
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$435,000
Interest Rate
6.57%
Purchase Details
Closed on
Oct 19, 2001
Sold by
Sapsowitz Sidney E and Sapsowitz Phyllis
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$435,000
Interest Rate
6.57%
Purchase Details
Closed on
Dec 6, 1996
Sold by
Sapsowitz Sidney H and Sapsowitz Phyllis
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Purchase Details
Closed on
Sep 4, 1996
Sold by
Bonnell Phillip L and Bonnell Janet D
Bought by
Sapsowitz Sidney H and Sapsowitz Phyllis
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$450,000
Interest Rate
8.1%
Purchase Details
Closed on
Jul 3, 1996
Sold by
Bonnell Phillip L and Bonnell Janet D
Bought by
Bonnell Phillip L and Bonnell Janet D
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$50,000
Interest Rate
8.18%
Purchase Details
Closed on
Jan 26, 1994
Sold by
Bonnell Phillip L and Bonnell Janet D
Bought by
Bonnell Phillip L and Bonnell Janet D
Purchase Details
Closed on
Oct 30, 1993
Sold by
Coast Federal Bank Fsb
Bought by
Bonnell Phillip L and Bonnell Janet D
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$476,000
Interest Rate
6.88%
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 |
|---|---|---|---|
| Morris Thomas C | $3,400,000 | Chicago Title Company | |
| Foster Robert C | $2,910,000 | Ticor Title | |
| R & B Capital Group Llc | -- | Ticor Title Company | |
| Sapsowitz Phyllis | $1,600,000 | Ticor Title Company | |
| Carlisle Anne L | $1,625,090 | Ticor Title Company | |
| Sapsowitz Sidney H | -- | -- | |
| Sapsowitz Sidney H | -- | Southland Title Corporation | |
| Sapsowitz Sidney H | -- | -- | |
| Sapsowitz Sidney H | -- | United Title Company | |
| Sapsowitz Sidney H | -- | -- | |
| Sapsowitz Sidney H | $795,500 | Fidelity National Title Ins | |
| Bonnell Phillip L | -- | Continental Lawyers Title Co | |
| Bonnell Phillip L | -- | -- | |
| Bonnell Phillip L | $595,000 | Stewart Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Morris Thomas C | $2,210,000 | |
| Previous Owner | Carlisle Anne L | $1,000,000 | |
| Previous Owner | Sapsowitz Sidney H | $380,000 | |
| Previous Owner | Sapsowitz Sidney H | $435,000 | |
| Previous Owner | Sapsowitz Sidney H | $450,000 | |
| Previous Owner | Bonnell Phillip L | $50,000 | |
| Previous Owner | Bonnell Phillip L | $476,000 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 06/11/2021 06/11/21 | Sold | $3,400,000 | +3.2% | $938 / Sq Ft | |
| 04/29/2021 04/29/21 | For Sale | $3,295,000 | -3.1% | $909 / Sq Ft | |
| 04/26/2021 04/26/21 | Off Market | $3,400,000 | -- | -- | |
| 04/22/2021 04/22/21 | For Sale | $3,295,000 | +13.2% | $909 / Sq Ft | |
| 03/23/2015 03/23/15 | Sold | $2,910,000 | -2.8% | $746 / Sq Ft | View Prior Sale |
| 02/06/2015 02/06/15 | Pending | -- | -- | -- | |
| 02/05/2015 02/05/15 | For Sale | $2,995,000 | +99.7% | $768 / Sq Ft | |
| 06/06/2013 06/06/13 | Sold | $1,500,000 | -11.7% | $441 / Sq Ft | View Prior Sale |
| 05/20/2013 05/20/13 | For Sale | $1,699,000 | +3.0% | $500 / Sq Ft | |
| 05/15/2012 05/15/12 | Sold | $1,650,000 | -5.7% | $485 / Sq Ft | View Prior Sale |
| 04/14/2012 04/14/12 | Pending | -- | -- | -- | |
| 03/30/2012 03/30/12 | For Sale | $1,750,000 | -- | $515 / 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 | $24,202 | $2,204,884 | $1,271,288 | $933,596 |
| 2024 | $24,202 | $2,161,651 | $1,246,360 | $915,291 |
| 2023 | $23,796 | $2,119,266 | $1,221,921 | $897,345 |
| 2022 | $23,095 | $2,077,712 | $1,197,962 | $879,750 |
| 2021 | $32,680 | $3,231,041 | $2,371,539 | $859,502 |
| 2020 | $34,045 | $3,197,911 | $2,347,222 | $850,689 |
| 2019 | $33,444 | $3,135,207 | $2,301,198 | $834,009 |
| 2018 | $32,636 | $3,073,733 | $2,256,077 | $817,656 |
| 2017 | $31,912 | $3,013,464 | $2,211,840 | $801,624 |
| 2016 | $31,249 | $2,954,377 | $2,168,471 | $785,906 |
| 2015 | $18,383 | $1,706,982 | $1,177,424 | $529,558 |
| 2014 | $17,973 | $1,665,025 | $1,154,360 | $510,665 |
Source: Public Records
Agents Affiliated with this Home
-
Mark Taylor
-
Dylan Mason
D
Seller Co-Listing Agent in 2021
Dylan Mason
Compass
(949) 294-7832
1 in this area
90 Total Sales
-
Dean Lueck
Buyer's Agent in 2021
Dean Lueck
Compass
(949) 275-1801
3 in this area
137 Total Sales
-
Kelly Gwin
K
Seller's Agent in 2015
Kelly Gwin
Realty One Group West
(949) 290-7000
12 Total Sales
-
Susan McDonnell
Buyer's Agent in 2015
Susan McDonnell
HomeSmart, Evergreen Realty
(949) 545-2076
16 Total Sales
-
Mila Evans
Seller's Agent in 2013
Mila Evans
Key Home Group
(949) 861-7070
23 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: NP21078173
APN: 672-391-22
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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