NOT LISTED FOR SALE

14 Montana Del Lago Dr Rancho Santa Margarita, CA 92688

Estimated Value: $597,653 - $614,000

2 Beds
2 Baths
827 Sq Ft
$503/mo HOA Fee

Last Sold January 30, 2024

Last sale price $558,000 $675 Per Sq Ft

Est. 9% increase in value since last sale

Current estimated payment $4,222/month

119 Days on Market

Highlights

  • Community Lake
  • Clubhouse
  • Community Pool
  • Trabuco Mesa Elementary School Rated A
  • Main Floor Bedroom
  • 2-minute walk to Rancho Santa Margarita Lake Park

About This Home

As of January 2024

Lakefront community with one of best location in Rancho Santa Magarita! Come live your best life in heart of RSM. Near the RSM Lake & beach club, 14 Montana Del Lago offers 2 bedrooms,2 baths and a charming front porch. Enter onto a bright and open floor plan with laminated wood flooring. Features in clude a downstairs bedroom and bathroom, walk-in closets, fireplace,plantation shutters. convenient in- unit laundry closet with NEW stackable washer/ dryer, ceiling fan, stainless steel appliances. the second bedroom and full bathroom is located upstairs. NEW A/C, NEW WATER HEATER.
This unit comes with a one-car detached oversized garage, and a permit for a second car.

Last Agent to Sell the Property

Alicia Song

OneTop Realty License #01994370 Listed on: 09/13/2023

Last Buyer's Agent

Neal Schnitzer

Anvil Real Estate License #02098918

Anvil Real Estate

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $4,905

Year Built

  • Built in 1995

Lot Details

  • 1,437

HOA Fees

Parking

  • 1 Open Parking Space
  • 1 Car Garage

Interior Spaces

  • 827 Sq Ft Home
  • 2-Story Property
  • Living Room with Fireplace

Bedrooms and Bathrooms

  • 2 Bedrooms | 1 Main Level Bedroom
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer

Schools

  • Trabuco Mesa Elementary School
  • Rancho Santa Margarita Middle School
  • Trabucco Hills High School

Additional Features

  • Two or More Common Walls
  • Central Air

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 13666
  • Assessor Parcel Number 93083128
  • $98 per year additional tax assessments

Community Details

Overview

  • 124 Units
  • Montana Del Lago Association, Phone Number (714) 285-2626
  • Samlarc Association, Phone Number (949) 709-0010
  • Community Lake

Amenities

  • Clubhouse

Recreation

  • Community Playground
  • Community Pool
  • Community Spa
  • Hiking Trails

Property Details

Home Type

Condominium

Est. Annual Taxes

$4,905

Year Built

Built in 1995

Lot Details

0

HOA Fees

$503 per month

Parking

1

Listing Details

  • Structure Type: Multi Family
  • Assessments: No
  • Other Phone Description: 949-392-0910
  • Other Phone Number: 949-392-0910
  • Property Attached: Yes
  • View: No
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93083128
  • Year Built: 1995
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 827.00 Square Feet
  • Stories: 2
  • Entry Location: front
  • Common Walls: 2+ Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Entry Level: 1
  • Fireplace Features: Living Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 674.73
  • Room Type: Laundry, Living Room, Main Floor Bedroom, Walk-In Closet

Exterior Features

  • Pool Features: Association, Community
  • Pool Private: No

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 1.00
  • Total Parking Spaces: 2.00
  • Uncovered Spaces: 1.00

Utilities

  • Laundry: Yes
  • Laundry Features: Dryer Included, Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Playground, Hiking Trails, Clubhouse
  • Association Fee: 421.60
  • Association #2 Fee: 81.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Montana Del Lago
  • Phone: 714-285-2626
  • Association Phone #2: 949-709-0010
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Hiking, Lake
  • Association Management: Montana Del Lago
  • Association Management 2: SAMLARC

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Trabuco Mesa
  • Middle School: Rancho Santa Margarita
  • High School: Trabucco Hills
  • Elementary School: Trabuco Mesa
  • High School: Trabucco Hills
  • Middle Or Junior School: Rancho Santa Margarita
  • Elementary School #2: TRAMES
  • High School2: TRAHIL2

Lot Info

  • Additional Parcels: No
  • Land Lease: No

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 124
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.51
  • Tax Lot: 1
  • Tax Tract Number: 13666
  • TaxOtherAnnualAssessmentAmount: 98.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 13, 2023
Closed on
Jan 16, 2024
Sold by
Kim Living Trust
Bought by
Dunn Michael John and Simsuangco Angela Ashley
Seller's Agent
Alicia Song
OneTop Realty
Buyer's Agent
Neal Schnitzer
Anvil Real Estate
List Price
$618,800
Sold Price
$558,000
Premium/Discount to List
-$60,800
-9.83%
Total Days on Market
119
Views
301
Current Estimated Value
$607,413

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$49,413
Avg. Annual Appreciation
4.66%
Original Mortgage
$547,893
Outstanding Balance
$540,807
Interest Rate
6.95%
Mortgage Type
FHA
Estimated Equity
$58,005

Purchase Details

Listed on
Aug 25, 2021
Closed on
Jul 28, 2021
Sold by
Esquivel Rosa I
Bought by
Kim Su Chin and Kim Jade Ok
Seller's Agent
Alicia Song
OneTop Realty
Buyer's Agent
Gaelyn Goldsworthy
Bullock Russell RE Services
Sold Price
$2,400

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.18%

Purchase Details

Listed on
Mar 27, 2014
Closed on
Jun 24, 2014
Sold by
Esquivel Tomas
Bought by
Esquivel Rosa I
Seller's Agent
Christina Ford
Ford Realty, Inc.
Buyer's Agent
Hugo Barron
Re/Max Property Connection
List Price
$299,900
Sold Price
$280,000
Premium/Discount to List
-$19,900
-6.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.95%
Original Mortgage
$12,960
Interest Rate
4.13%
Mortgage Type
Unknown

Purchase Details

Listed on
Mar 27, 2014
Closed on
Jun 16, 2014
Sold by
Shakouri Kamran M and Shakouri Ana A
Bought by
Esquivel Rosa I
Seller's Agent
Christina Ford
Ford Realty, Inc.
Buyer's Agent
Hugo Barron
Re/Max Property Connection
List Price
$299,900
Sold Price
$280,000
Premium/Discount to List
-$19,900
-6.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$12,960
Interest Rate
4.13%
Mortgage Type
Unknown

Purchase Details

Closed on
Mar 14, 2012
Sold by
Shakouri Kamran M and Shakouri Ana A
Bought by
Shakouri Kamran M and Shakouri Ana A

Purchase Details

Closed on
Nov 25, 2003
Sold by
Lynch Marta
Bought by
Shakouri Kamran M and Shakouri Ana A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$221,600
Interest Rate
4.27%
Mortgage Type
Negative Amortization

Purchase Details

Closed on
Jun 16, 1995
Sold by
Rgc M Associates Lp
Bought by
Lynch Marta

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$87,850
Interest Rate
7.59%
Mortgage Type
FHA
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
Dunn Michael John $558,000 California Best Title
Kim Su Chin $450,000 Lawyers Title
Esquivel Rosa I -- California Title Company
Esquivel Rosa I $280,000 California Title Company
Shakouri Kamran M -- None Available
Shakouri Kamran M $277,000 First American Title Company
Lynch Marta $90,000 First American Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Dunn Michael John $547,893
Previous Owner Esquivel Rosa L $12,960
Previous Owner Esquivel Rosa L $15,000
Previous Owner Esquivel Rosa I $194,000
Previous Owner Shakouri Kamran M $221,600
Previous Owner Lynch Marta $150,000
Previous Owner Lynch Marta $107,000
Previous Owner Lynch Marta $87,850
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/30/2024 01/30/24 Sold $558,000 0.0% $675 / Sq Ft
01/11/2024 01/11/24 Pending -- -- --
11/29/2023 11/29/23 Price Changed $558,000 -6.7% $675 / Sq Ft
11/04/2023 11/04/23 Price Changed $598,000 -3.4% $723 / Sq Ft
09/13/2023 09/13/23 For Sale $618,800 0.0% $748 / Sq Ft
09/07/2021 09/07/21 Rented $2,400 0.0% --
09/04/2021 09/04/21 Under Contract -- -- --
08/25/2021 08/25/21 For Rent $2,400 0.0% --
08/19/2021 08/19/21 Sold $450,000 0.0% $544 / Sq Ft
07/26/2021 07/26/21 Pending -- -- --
07/12/2021 07/12/21 For Sale $450,000 +60.7% $544 / Sq Ft
07/30/2014 07/30/14 Sold $280,000 -3.4% $350 / Sq Ft
05/24/2014 05/24/14 Price Changed $289,900 -1.7% $362 / Sq Ft
04/27/2014 04/27/14 Price Changed $294,900 -1.7% $369 / Sq Ft
03/27/2014 03/27/14 For Sale $299,900 -- $375 / 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 $4,905 $569,160 $441,805 $127,355
2024 $4,905 $468,180 $360,820 $107,360
2023 $4,794 $459,000 $353,745 $105,255
2022 $4,714 $450,000 $346,808 $103,192
2021 $2,816 $310,889 $200,160 $110,729
2020 $3,157 $307,702 $198,108 $109,594
2019 $3,494 $301,669 $194,223 $107,446
2018 $3,441 $295,754 $190,414 $105,340
2017 $3,477 $289,955 $186,680 $103,275
2016 $3,687 $284,270 $183,020 $101,250
2015 $3,774 $280,000 $180,270 $99,730
2014 $3,765 $275,000 $173,474 $101,526
Source: Public Records

Agents Affiliated with this Home

  • A

    Seller's Agent in 2024

    Alicia Song

    OneTop Realty

    (714) 562-9900

    2 in this area

    31 Total Sales

    Section Image

  • N

    Buyer's Agent in 2024

    Neal Schnitzer

    Anvil Real Estate

    (424) 355-5456

    1 in this area

    39 Total Sales

    Section Image
  • Hugo Barron

    Seller's Agent in 2021

    Hugo Barron

    RE/MAX

    2 in this area

    86 Total Sales

    Section Image
  • Gaelyn Goldsworthy

    Buyer's Agent in 2021

    Gaelyn Goldsworthy

    Bullock Russell RE Services

    (949) 285-3599

    4 in this area

    35 Total Sales

    Section Image
  • Christina Ford

    Seller's Agent in 2014

    Christina Ford

    Ford Realty, Inc.

    (949) 922-3673

    64 in this area

    81 Total Sales

    Section Image
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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PW23161601

California Regional Multiple Listing Service (CRMLS)

APN: 930-831-28

California Orange County Rancho Santa Margarita 92688

14 Montana Del Lago Dr, Rancho Santa Margarita, CA

This home is located at 14 Montana Del Lago Dr, Rancho Santa Margarita, CA 92688 since 13 September 2023 and is currently estimated at $607,413, approximately $734 per square foot. This property was built in 1995. 14 Montana Del Lago Dr is a home located in Orange County with nearby schools including Trabuco Mesa Elementary School, Rancho Santa Margarita Intermediate School, and Trabuco Hills High School.

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

California Regional Multiple Listing Service (CRMLS) 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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