NOT LISTED FOR SALE

Estimated Value: $789,000 - $923,000

4 Beds
3 Baths
2,130 Sq Ft
$483/mo HOA Fee

Last Sold February 19, 2014

Last sale price $437,000 $205 Per Sq Ft

Est. 92% increase in value since last sale

Current estimated payment $5,383/month

42 Days on Market

Highlights

  • Fitness Center
  • Clubhouse
  • Tennis Courts
  • View of Trees or Woods
  • Community Pool
  • Den

About This Home

As of February 2014

Beautiful end unit townhome located in the Monarch Dunes Resort Community. Home backs up to the butterfly habitat which offers tranquil views of the surrounding area. Large floor plan with 4 bedrooms, 3 full bathrooms, interior laundry room, and so much more.

Last Agent to Sell the Property

Darin Charp

License #01885014 Listed on: 12/10/2013

Last Buyer's Agent

David Fuentes

Coast & County Brokers License #01862152

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $5,510

Year Built

  • Built in 2008

Lot Details

  • 1,394

HOA Fees

  • $483 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available

Home Design

  • Slab Foundation
  • Clay Roof

Interior Spaces

  • 2,130 Sq Ft Home
  • Double Pane Windows
  • Family Room
  • Dining Room
  • Den
  • Views of Woods
  • Laundry Room

Kitchen

  • Gas Oven or Range
  • Microwave
  • Dishwasher
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • 3 Full Bathrooms

Outdoor Features

  • Exterior Lighting

Utilities

  • Forced Air Heating System
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 091610014

Community Details

Overview

  • Master Insurance
  • Trilogy At Monarch Dunes Resort Association, Phone Number (805) 343-1690
  • Maintained Community

Recreation

  • Tennis Courts
  • Fitness Center
  • Community Pool
  • Community Spa

Additional Features

  • Clubhouse
  • Resident Manager or Management On Site

Property Details

Home Type

Condominium

Est. Annual Taxes

$5,510

Year Built

Built in 2008

Lot Details

0

HOA Fees

$483 per month

Parking

2

Listing Details

  • Subdivision Name Other: Trilogy(600)
  • View: Yes
  • Zoning: CON
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 091610014
  • Year Built: 2008
  • Special Features: None

Interior Features

  • Living Area: 2130.00
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Eating Area: Dining Room
  • Levels: Two
  • Price Per Square Foot: 205.16
  • Room Type: Den, Family Room
  • Window Features: Double Pane Windows

Exterior Features

  • Foundation: Slab
  • View: Trees/Woods
  • Roof: Clay

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Covered
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Phone Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Gas Cooking, Disposal, Microwave, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Inside
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Clubhouse, Gym/Ex Room, Insurance, Management, Maintenance Grounds, Pool, Spa/Hot Tub, Tennis Court(s), Trash
  • Association Fee: 483.00
  • Association Fee Frequency: Monthly
  • Association Name: Trilogy At Monarch Dunes Resort
  • Phone: 805-343-1690
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights

Lot Info

  • Lot Features: Paved
  • Lot Size Sq Ft: 1407.00
  • Lot Size Acres: 0.0320

Multi Family

  • Lot Size Area: 1407.0000 Square Feet

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Dec 10, 2013
Closed on
Mar 10, 2014
Sold by
Hooptner Scott C and Hoeptner Deborah S
Bought by
The Scott C & Deborah S Hoeptner Trust and Hoeptner Deborah S
Seller's Agent
Darin Charp
Buyer's Agent
David Fuentes
Coast & County Brokers
List Price
$459,000
Sold Price
$437,000
Premium/Discount to List
-$22,000
-4.79%
Current Estimated Value
$837,741

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$400,741
Avg. Annual Appreciation
5.70%
Original Mortgage
$187,001
Outstanding Balance
$142,437
Interest Rate
4.47%
Mortgage Type
New Conventional
Estimated Equity
$690,080

Purchase Details

Listed on
Dec 10, 2013
Closed on
Jan 29, 2014
Sold by
Yoelin Sherwin D and Yoellin Rochelle E
Bought by
Hoeptner Scott C and Hoeptner Deborah S
Seller's Agent
Darin Charp
Buyer's Agent
David Fuentes
Coast & County Brokers
List Price
$459,000
Sold Price
$437,000
Premium/Discount to List
-$22,000
-4.79%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$187,001
Outstanding Balance
$142,437
Interest Rate
4.47%
Mortgage Type
New Conventional
Estimated Equity
$690,080

Purchase Details

Closed on
Sep 8, 2012
Sold by
Yoelin Sherwin D and Yoelin Rochelle E
Bought by
Yoelin Sherwin D and Yoelin Rochelle E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$396,675
Interest Rate
3.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 13, 2011
Sold by
Yoelin Sherwin D and Yoelin Rochelle E
Bought by
Yoelin Sherwin D and Yoelin Rochelle E

Purchase Details

Closed on
Jul 24, 2008
Sold by
Woodlands Townhomes Llc
Bought by
Yoelin Sherwin D and Yoelin Rochelle E

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
5.75%
Mortgage Type
Purchase Money Mortgage
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
The Scott C & Deborah S Hoeptner Trust -- None Available
Hoeptner Scott C $437,000 First American Title Company
Yoelin Sherwin D -- Accommodation
Yoelin Sherwin D -- Orange Coast Title
Yoelin Sherwin D -- None Available
Yoelin Sherwin D $535,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Hoeptner Scott C $187,001
Previous Owner Yoelin Sherwin D $396,675
Previous Owner Yoelin Sherwin D $417,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
02/19/2014 02/19/14 Sold $437,000 -4.8% $205 / Sq Ft
01/21/2014 01/21/14 Pending -- -- --
12/10/2013 12/10/13 For Sale $459,000 -- $215 / 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 $5,510 $535,690 $190,001 $345,689
2024 $5,447 $525,187 $186,276 $338,911
2023 $5,447 $514,890 $182,624 $332,266
2022 $5,365 $504,795 $179,044 $325,751
2021 $5,355 $494,898 $175,534 $319,364
2020 $5,294 $489,825 $173,735 $316,090
2019 $5,261 $480,222 $170,329 $309,893
2018 $5,199 $470,807 $166,990 $303,817
2017 $5,101 $461,576 $163,716 $297,860
2016 $4,811 $452,526 $160,506 $292,020
2015 $4,742 $445,730 $158,096 $287,634
2014 $4,566 $437,000 $165,000 $272,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PI1039611

California Regional Multiple Listing Service (CRMLS)

APN: 091-610-014