NOT LISTED FOR SALE

Estimated Value: $1,043,259 - $1,122,000

2 Beds
2 Baths
1,676 Sq Ft
$640/Sq Ft Est. Value

Last Sold June 12, 2019

Last sale price $690,000 $412 Per Sq Ft

Est. 56% increase in value since last sale

Current estimated payment $6,895/month

18 Days on Market

Highlights

  • Golf Course Community
  • Custom Home
  • Open Floorplan
  • All Bedrooms Downstairs
  • View of Trees or Woods
  • Property is near a clubhouse

About This Home

As of June 2019

Beautiful executive "Monterey" model home in a serene community located just feet from the Monarch Dunes golf course. Views from both the front and the back of this home allow you to feel immersed in nature while enjoying the conveniences of living in an expertly planned community. This unique home is completely upgraded with a fully landscaped low maintenance back yard ready for entertaining and relaxation. Complete with 2 bedrooms, 2 bathrooms and a generous den/office that could easily become another bedroom. This home also boasts custom tile floors and granite counter tops. The new owners of this unique property will rest easy knowing that they will have little to no electricity bill thanks to the leased solar panel system. Additional upgrades include a central vacuum system, security system and a reverse osmosis filtration system. You will truly be “living the dream” in this community which features a pool, gym, spa, tennis courts, bocci ball courts, art center, library and of course golf! All information deemed reliable but not guaranteed.

Last Agent to Sell the Property

Santino Cattaneo

Savings Realty License #01248210 Listed on: 03/28/2019

Last Buyer's Agent

Linda Del

Monarch Realty License #01310356

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,917

Year Built

  • Built in 2012 | Remodeled

Lot Details

  • 6,470 Sq Ft Lot
  • Rural Setting
  • Landscaped
  • Property is zoned REC

HOA Fees

  • $337 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Garage Door Opener

Property Views

  • Woods
  • Park or Greenbelt

Home Design

  • Custom Home
  • Turnkey
  • Slab Foundation
  • Tile Roof
  • Stucco

Interior Spaces

  • 1,676 Sq Ft Home
  • Open Floorplan
  • Crown Molding
  • Ceiling Fan
  • Fireplace
  • Blinds
  • Sliding Doors
  • Family Room
  • Home Office
  • Laundry Room

Kitchen

  • Eat-In Kitchen
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms | 1 Primary Bedroom on Main
  • All Bedrooms Down
  • Upgraded Bathroom
  • 2 Full Bathrooms
  • Walk-in Shower

Home Security

  • Home Security System
  • Fire Sprinkler System

Outdoor Features

  • Open Patio
  • Exterior Lighting
  • Outdoor Grill

Location

  • Property is near a clubhouse

Utilities

  • Forced Air Heating System
  • Water Purifier
  • Water Softener
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 091605002

Community Details

Overview

  • Trilogy At Monarch Dunes Golf Resort Association, Phone Number (805) 343-1690
  • Trilogy Monarch Dunes HOA
  • Built by Shea
  • Monterey

Amenities

  • Sauna

Recreation

  • Golf Course Community
  • Community Pool
  • Community Spa
  • Hiking Trails

Home Details

Home Type

Single Family

Est. Annual Taxes

$7,917

Year Built

Built in 2012 | Remodeled

Lot Details

0

HOA Fees

$337 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Other Phone Description: 8052689228
  • Property Attached: No
  • Security: Fire Sprinkler System, Security System
  • Subdivision Name Other: Trilogy(600)
  • View: Yes
  • Zoning: REC
  • Architectural Style: Custom Built
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 091605002
  • Year Built: 2012
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1676.00 Square Feet
  • Interior Amenities: Ceiling Fan(s), Crown Molding, Open Floorplan
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Door Features: Sliding Doors
  • Eating Area: Area
  • Levels: One
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 411.69
  • Room Type: All Bedrooms Down, Den, Family Room, Laundry, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Office
  • Window Features: Blinds
  • Bathroom Features: Shower, Upgraded
  • Room Kitchen Features: Granite Counters, Kitchen Island

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Barbecue Private, Lighting
  • View: Park/Greenbelt, Trees/Woods
  • Builder Name: Shea
  • Patio And Porch Features: Patio, Patio Open
  • Pool Features: Association
  • Pool Private: No
  • Roof: Tile
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Covered, Garage, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Cooktop, Microwave, Water Purifier, Water Softener
  • Heating Type: Forced Air
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Sauna
  • Association Fee: 337.00
  • Association Fee Frequency: Monthly
  • Association Name: Trilogy at Monarch Dunes Golf Resort
  • Phone: 8053431690
  • Senior Community: No
  • Community Features: Golf, Hiking, Rural
  • Association Management: Trilogy Monarch Dunes

Schools

  • School District: Lucia Mar Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Close to Clubhouse, Landscaped
  • Lot Size Sq Ft: 6470.00
  • Lot Size Acres: 0.1485

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6470.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 123.04

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 23, 2020
Sold by
Finn Thomas John and Finn Pamela H
Bought by
Finn Thomas John and Finn Pamela Harris
Current Estimated Value
$1,077,316

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$266,000
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Listed on
Mar 28, 2019
Closed on
Apr 18, 2019
Sold by
Bergen Family Trust
Bought by
Harris Finn Thomas John and Harris Finn Pamela
Seller's Agent
Santino Cattaneo
Savings Realty
Buyer's Agent
Linda Del
Monarch Realty
List Price
$695,000
Sold Price
$690,000
Premium/Discount to List
-$5,000
-0.72%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.31%
Original Mortgage
$265,000
Interest Rate
4.1%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jul 30, 2015
Closed on
Aug 21, 2015
Sold by
Tendell Christopher Brian and Tendell Jennifer Ann
Bought by
The Bergen Family Trust and Bergen Cindy A
Seller's Agent
Linda Del
Monarch Realty
Buyer's Agent
Linda Del
Monarch Realty
List Price
$619,000
Sold Price
$605,000
Premium/Discount to List
-$14,000
-2.26%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.62%
Original Mortgage
$342,000
Interest Rate
3.89%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 8, 2013
Sold by
Tendell Christopher Brian and Tendell Jennifer Ann
Bought by
Tendell Christopher Brian and Tendell Jennifer Ann

Purchase Details

Closed on
Dec 18, 2012
Sold by
Shea Homes Limited Partnership
Bought by
Tendell Christopher Brian and Tendell Jennifer Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$417,000
Interest Rate
3.27%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

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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
Finn Thomas John -- None Available
Harris Finn Thomas John $690,000 Fidelity National Title Co
The Bergen Family Trust $605,000 Fidelity National Title Co
Tendell Christopher Brian -- None Available
Tendell Christopher Brian $440,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Closed Finn Family Revocable Trust $268,300
Closed Finn Thomas John $268,300
Closed Finn Thomas John $266,000
Previous Owner Harris Finn Thomas John $265,000
Previous Owner The Bergen Family Trust $342,000
Previous Owner Tendell Christopher Brian $417,000
Previous Owner Tendell Christopher Brian $417,000
Previous Owner Shea Homes Limited Partnership $0
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/12/2019 06/12/19 Sold $690,000 -0.7% $412 / Sq Ft
04/15/2019 04/15/19 Pending -- -- --
03/28/2019 03/28/19 For Sale $695,000 +14.9% $415 / Sq Ft
10/02/2015 10/02/15 Sold $605,000 -2.3% $361 / Sq Ft
08/17/2015 08/17/15 Pending -- -- --
07/30/2015 07/30/15 For Sale $619,000 0.0% $369 / Sq Ft
07/27/2015 07/27/15 Pending -- -- --
04/03/2015 04/03/15 For Sale $619,000 -- $369 / 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 $7,917 $769,702 $418,317 $351,385
2024 $7,826 $754,611 $410,115 $344,496
2023 $7,826 $739,816 $402,074 $337,742
2022 $7,708 $725,311 $394,191 $331,120
2021 $7,694 $711,090 $386,462 $324,628
2020 $7,606 $703,800 $382,500 $321,300
2019 $6,957 $642,030 $344,892 $297,138
2018 $6,873 $629,442 $338,130 $291,312
2017 $6,743 $617,100 $331,500 $285,600
2016 $6,358 $605,000 $325,000 $280,000
2015 $4,719 $450,520 $256,152 $194,368
2014 $4,542 $441,696 $251,135 $190,561
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PI19069588

California Regional Multiple Listing Service (CRMLS)

APN: 091-605-002