NOT LISTED FOR SALE

138 Montara Dr Aliso Viejo, CA 92656

Estimated Value: $880,951 - $1,015,000

2 Beds
2 Baths
1,552 Sq Ft
$321/mo HOA Fee

Last Sold December 12, 2016

Last sale price $541,000 $349 Per Sq Ft

Est. 72% increase in value since last sale

Current estimated payment $5,911/month

162 Days on Market

Highlights

  • In Ground Pool
  • No Units Above
  • Loft
  • Oak Grove Elementary School Rated A
  • Main Floor Primary Bedroom
  • Formal Dining Room

About This Home

As of December 2016

Highly Upgraded 2 bed/ 2 bath Unit with Loft, Large Balcony and Attached 2 Car Garage with a Driveway in the Popular St. Tropez Community. This Beauty Features a Complete Kitchen Remodel with Custom Cabinets with Under Light Cabinet Lighting, Roll Out Drawers in Pantry, Soft Close Drawers, Lazy Susan in Corner Cabinet, Limestone Counter Tops, Hand-laid Subway Tile Back Splash, and New Appliances. New Carpet in Bedrooms and Loft. Custom Built Fireplace Mantle with Storage/Media Built-ins plus Tiled Exterior and Refinished Interior with New Gas Logs. New Door Casing and Baseboards Throughout. New Ceiling Fans and Light Fixtures with Recessed Lighting in Master Bedroom. The Association just completed a re-pipe of the complex with PEX. This Unit Shows Great, Buyers will Love this Beauty in one of the Great Aliso Viejo Communities!

Last Agent to Sell the Property

Steve Baker

America's Choice Properties License #01515311 Listed on: 08/19/2016

Last Buyer's Agent

Kelli Walters

Rise Realty License #01381537

Rise Realty

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,144

Year Built

  • Built in 1992 | Remodeled

Lot Details

  • No Units Above
  • Two or More Common Walls

HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Two Garage Doors
  • Garage Door Opener
  • Driveway

Home Design

  • Stucco

Interior Spaces

  • 1,552 Sq Ft Home
  • Ceiling Fan
  • Living Room with Fireplace
  • Formal Dining Room
  • Loft
  • Carpet

Kitchen

  • Breakfast Bar
  • Electric Oven
  • Gas Cooktop
  • Microwave
  • Dishwasher

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Primary Bedroom on Main
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Laundry in Kitchen

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Balcony
  • Patio
  • Wrap Around Porch

Utilities

  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 12932
  • Assessor Parcel Number 93450750

Community Details

Overview

  • 145 Units
  • St. Tropaz Association
  • Aliso Viejo Community Assoc Association

Amenities

  • Picnic Area

Recreation

  • Community Pool
  • Community Spa

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,144

Year Built

Built in 1992 | Remodeled

Lot Details

0

HOA Fees

$321 per month

Parking

2

Listing Details

  • Assessments: No
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Subdivision Name Other: St. Tropez (STP)
  • View: No
  • Property Condition: Updated/Remodeled
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93450750
  • Year Built: 1992
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1552.00 Square Feet
  • Interior Amenities: Balcony, Ceiling Fan(s)
  • Common Walls: 2+ Common Walls, No One Above
  • Flooring: Carpet
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Eating Area: Breakfast Counter / Bar, Separated
  • Fireplace Features: Living Room
  • Levels: Two
  • Price Per Square Foot: 348.58
  • Room Type: Loft, Main Floor Bedroom, Main Floor Master Bedroom
  • Spa Features: Association, In Ground

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Patio, Wrap Around
  • Pool Features: Association, In Ground
  • Pool Private: No
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Driveway, Garage, Garage - Two Door, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Electric Oven, Gas Range, Gas Cooktop, Microwave
  • Heating Type: Forced Air
  • Laundry Features: In Kitchen, Inside
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Aliso Viejo Community Assoc
  • Amenities: Picnic Area, Pool, Spa/Hot Tub
  • Association Fee: 290.00
  • Association #2 Fee: 92.00
  • Association #2 Fee Frequency: Quarterly
  • Association Fee Frequency: Monthly
  • Association Name: St. Tropaz
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Sidewalks

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 145

Tax Info

  • Tax Lot: 1
  • Tax Tract Number: 12932

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 19, 2016
Closed on
Dec 9, 2016
Sold by
Walsh Michael and Walsh Kelly
Bought by
Bachelor Bonnie E and Bachelor Robert
Seller's Agent
Steve Baker
America's Choice Properties
Buyer's Agent
Kelli Walters
Rise Realty
List Price
$549,927
Sold Price
$541,000
Premium/Discount to List
-$8,927
-1.62%
Current Estimated Value
$931,988

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$390,988
Avg. Annual Appreciation
6.18%
Original Mortgage
$401,000
Interest Rate
3.47%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 5, 2011
Closed on
Jul 16, 2012
Sold by
Graham Carla Dee
Bought by
Walsh Michael and Walsh Kelly
Seller's Agent
Marcos Prolo
Berrington Properties Inc
Buyer's Agent
Steve Baker
America's Choice Properties
List Price
$299,000
Sold Price
$307,000
Premium/Discount to List
$8,000
2.68%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
14.01%
Original Mortgage
$291,650
Interest Rate
3.56%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 3, 2005
Sold by
Morrison Terry J and Morrison Elizabeth
Bought by
Graham Carla Dee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$39,160
Interest Rate
5%
Mortgage Type
Balloon

Purchase Details

Closed on
Feb 17, 1998
Sold by
Rino Larosa J and Rino Patricia A
Bought by
Morrison Terry J and Morrison Elizabeth

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$178,705
Interest Rate
7.06%
Mortgage Type
VA
Source: Public Records

Range of Values:

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Average Value
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List Price
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 Buyer Sale Price Title Company
Bachelor Bonnie E $541,000 Title 365
Walsh Michael $307,000 Chicago Title Company
Graham Carla Dee $498,000 Southland Title
Morrison Terry J $174,000 American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Bachelor Robert $360,000
Closed Bachelor Bonnie E $401,000
Previous Owner Walsh Michael $291,650
Previous Owner Graham Carla $39,160
Previous Owner Graham Carla Dee $398,400
Previous Owner Graham Carla Dee $49,800
Previous Owner Morrison Terry J $35,000
Previous Owner Morrison Terry J $178,705
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/12/2016 12/12/16 Sold $541,000 -1.6% $349 / Sq Ft
11/05/2016 11/05/16 Pending -- -- --
11/05/2016 11/05/16 For Sale $549,927 +1.7% $354 / Sq Ft
06/20/2016 06/20/16 Off Market $541,000 -- --
06/20/2016 06/20/16 For Sale $549,927 +1.7% $354 / Sq Ft
06/12/2016 06/12/16 Off Market $541,000 -- --
05/27/2016 05/27/16 For Sale $549,927 +79.1% $354 / Sq Ft
08/20/2012 08/20/12 Sold $307,000 -1.0% $196 / Sq Ft
12/21/2011 12/21/11 Price Changed $310,000 +3.7% $198 / Sq Ft
10/05/2011 10/05/11 For Sale $299,000 -- $191 / 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 $6,144 $627,874 $465,595 $162,279
2024 $6,144 $615,563 $456,465 $159,098
2023 $6,002 $603,494 $447,515 $155,979
2022 $5,883 $591,661 $438,740 $152,921
2021 $5,766 $580,060 $430,137 $149,923
2020 $5,706 $574,113 $425,727 $148,386
2019 $5,593 $562,856 $417,379 $145,477
2018 $5,483 $551,820 $409,195 $142,625
2017 $5,373 $541,000 $401,171 $139,829
2016 $3,202 $319,350 $177,356 $141,994
2015 $3,632 $314,554 $174,692 $139,862
2014 $3,559 $308,393 $171,270 $137,123
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC16114353

California Regional Multiple Listing Service (CRMLS)

APN: 934-507-50