NOT LISTED FOR SALE

Estimated Value: $1,964,000 - $2,272,000

3 Beds
3.5 Baths
3,674 Sq Ft
$573/Sq Ft Est. Value

Last Sold June 11, 2024

Last sale price $2,100,000 $572 Per Sq Ft

Current estimated payment $12,878/month

20 Days on Market

Highlights

  • Concierge
  • Fitness Center
  • Solar Power System
  • Golf Course Community
  • Spa
  • Panoramic View

About This Home

As of June 2024

Welcome to a slice of paradise! We are pleased to offer this exquisite Estate View Home situated on a prime golf course lot with views of multiple fairways and soaring Eucalyptus groves. And, if that isn’t enough, the surrounding grounds are simply breathtaking. This beautifully crafted 3 bedroom, 3.5 bath home (with a ground floor owner’s suite) offers some of the best views in Trilogy. Enter the palatial foyer with its majestic spiral staircase and you’ll be in awe of the super high ceilings with transom windows which capture the spectacular views to their fullest extent. This stately home is highly upgraded and offers everything you could ever desire to host family and friends in style - a large open concept great room with a floor-to-ceiling stone fireplace on one end and a built-in display/TV wall on the other, an oversized dining room with French doors leading to the gardens, and a centrally-located culinary kitchen. The fully-equipped kitchen will entice the chef in you, featuring top-of-the-line GE Monogram stainless appliances including double wall ovens, warming drawer, built-in refrigerator, gas cooktop with stainless hood, a plethora of white Euro-style drawers and cabinets (some with lights and display glass), dramatic tile backsplash, granite countertops and island, custom pendant lighting and a spacious walk-in pantry. Venture outside and experience the gardens - they are magnificent with flowering plants, shrubs and trees, ponds, fountain, vineyard, meandering trellised flagstone pathways and patios, even a bridge - you’d swear you were wandering around an Italian villa! You’ll spend many hours enjoying the views, watching the golfers on Monarch Dunes 8th hole, or dining al fresco, all while surrounded by lush beauty. When it’s time to retire for the evening, head for the ground floor owner’s suite with spacious bedroom and master bathroom featuring a tiled shower with seamless glass enclosure, dual sinks, vanity, and a fully-decked out walk-in closet. Across the foyer is a guest bedroom with full en-suite bath and French doors leading to the private vineyard. Upstairs you’ll find an open loft space, plus a bedroom with full en-suite bath - a great private apartment space. In addition, there is a laundry with sink, storage, and folding table, 3-car garage with showroom epoxy floors, storage cabinets and a built-in work station. Best of all, this gorgeous Estate home is located in the heart of Trilogy where everyday is resort living.

Last Agent to Sell the Property

Molly Murphy

Compass California, Inc.-PB Brokerage Phone: 805-363-1662 License #01973035 Listed on: 04/30/2024

Compass California, Inc.-PB

Co-Listed By

Stacy Murphy

Compass California, Inc.-PB Brokerage Phone: 805-363-1662 License #01280894

Last Buyer's Agent

Molly Murphy

Compass California, Inc.-PB Brokerage Phone: 805-363-1662 License #01973035 Listed on: 04/30/2024

Compass California, Inc.-PB

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $15,000

Year Built

  • Built in 2007

Lot Details

  • 0.32 Acre Lot
  • Back and Front Yard
  • Property is zoned RSF

HOA Fees

  • $459 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Parking Available
  • Driveway

Property Views

  • Panoramic
  • Golf Course
  • Woods

Home Design

  • Entry on the 1st floor
  • Planned Development

Interior Spaces

  • 3,674 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wired For Data
  • Built-In Features
  • High Ceiling
  • Recessed Lighting
  • Entryway
  • Family Room
  • Living Room with Fireplace
  • Tile Flooring
  • Laundry Room

Kitchen

  • Walk-In Pantry
  • Double Oven
  • Microwave
  • Dishwasher

Bedrooms and Bathrooms

  • 3 Bedrooms | 2 Main Level Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet
  • Makeup or Vanity Space
  • Dual Vanity Sinks in Primary Bathroom
  • Walk-in Shower
  • Closet In Bathroom

Eco-Friendly Details

  • Solar Power System

Outdoor Features

  • Spa
  • Fire Pit
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Cooling Available
  • Central Heating
  • Private Water Source
  • Private Sewer

Listing and Financial Details

  • Tax Lot 245
  • Tax Tract Number 2341
  • Assessor Parcel Number 091503010

Community Details

Overview

  • Front Yard Maintenance
  • Ccma/Wma Association, Phone Number (805) 343-7508
  • Hoamco HOA
  • Trilogy Subdivision
  • Maintained Community

Amenities

  • Concierge
  • Community Fire Pit
  • Community Barbecue Grill
  • Sauna
  • Clubhouse
  • Banquet Facilities
  • Meeting Room
  • Recreation Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Community Playground
  • Fitness Center
  • Community Pool
  • Community Spa
  • Horse Trails

Home Details

Home Type

Single Family

Est. Annual Taxes

$15,000

Year Built

Built in 2007

Lot Details

0

HOA Fees

$459 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Trilogy(600)
  • View: Yes
  • Zoning: RSF
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 091503010
  • Year Built: 2007
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3674.00 Square Feet
  • Interior Amenities: Built-in Features, High Ceilings, Open Floorplan, Pantry, Recessed Lighting, Wired for Data
  • Stories: 2
  • Entry Location: first floor
  • Common Walls: No Common Walls
  • Flooring: Tile
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Entry Level: 1
  • Fireplace Features: Living Room, Fire Pit
  • Levels: Two
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 571.58
  • Room Type: Entry, Family Room, Kitchen, Laundry, Living Room, Main Floor Bedroom, Main Floor Primary Bedroom, Walk-In Closet, Walk-In Pantry
  • Spa Features: Association
  • Bathroom Features: Closet In Bathroom, Double Sinks In Primary Bath, Vanity Area, Walk-In Shower

Exterior Features

  • View: Golf Course, Panoramic, Trees/Woods
  • Pool Features: Association
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Garage
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Double Oven, Microwave, Refrigerator
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Private Sewer
  • Water Source: Private
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pickleball, Pool, Spa/Hot Tub, Sauna, Fire Pit, Barbecue, Playground, Golf Course, Tennis Court(s), Bocce Ball Court, Horse Trails, Gym/Ex Room, Clubhouse, Banquet Facilities, Recreation Room, Meeting Room, Concierge, Maintenance Grounds, Maintenance Front Yard
  • Association Fee: 459.00
  • Association Fee Frequency: Monthly
  • Association Name: CCMA/WMA
  • Phone: 805.343.7508
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Golf, Gutters, Horse Trails, Sidewalks, Storm Drains, Street Lights
  • Association Management: HOAMCO

Schools

  • School District: Lucia Mar Unified

Green Features

  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard
  • Lot Size Sq Ft: 13945.00
  • Lot Size Acres: 0.3201
  • Latitude Manual: 35.03346300

Multi Family

  • Lease Considered: No
  • Lot Size Area: 13945.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 123.06
  • Tax Lot: 245
  • Tax Tract Number: 2341-1

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 30, 2024
Closed on
May 23, 2024
Sold by
Susan L Beazley Revocable Trust and Greene Gretchen K
Bought by
Roman Bettencourt and Roman Shelly Bettencourt
Seller's Agent
Molly Murphy
Compass California, Inc.-PB
Buyer's Agent
Molly Murphy
Compass California, Inc.-PB
List Price
$2,250,000
Sold Price
$2,100,000
Premium/Discount to List
-$150,000
-6.67%
Views
14
Current Estimated Value
$2,106,667

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$6,667
Avg. Annual Appreciation
-0.67%

Purchase Details

Closed on
Jan 24, 2020
Sold by
Polkinghome Brian K and Polkinghome Sharron L
Bought by
Beazley Susan L and The Susan L Beazley Revocable

Purchase Details

Listed on
Oct 20, 2014
Closed on
Feb 18, 2015
Sold by
Wolfe David L and Wolfe Bonnie J
Bought by
The Brian G Sharron L Polkinghorn Living
Seller's Agent
Linda Del
Monarch Realty
Buyer's Agent
Sherri Masters
Home Masters Realty
List Price
$1,189,000
Sold Price
$1,155,000
Premium/Discount to List
-$34,000
-2.86%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.73%

Purchase Details

Closed on
Nov 12, 2012
Sold by
Wolfe David L and Wolfe Bonnie J
Bought by
Wolfe David L and Wolfe Bonnie J

Purchase Details

Closed on
Nov 8, 2007
Sold by
Shea Homes Lp
Bought by
Wolfe David L and Wolfe Bonnie J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$906,844
Interest Rate
6.37%
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
Roman Bettencourt $2,100,000 Fidelity National Title
Beazley Susan L $1,340,000 Fidelity National Title Co
The Brian G Sharron L Polkinghorn Living $1,155,000 Fidelity National Title Co
Wolfe David L -- None Available
Wolfe David L -- None Available
Wolfe David L $1,134,000 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Wolfe David L $906,844
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/11/2024 06/11/24 Sold $2,100,000 -6.7% $572 / Sq Ft
05/21/2024 05/21/24 Pending -- -- --
04/30/2024 04/30/24 For Sale $2,250,000 +67.9% $612 / Sq Ft
04/15/2020 04/15/20 Sold $1,340,000 -0.7% $365 / Sq Ft
01/13/2020 01/13/20 Pending -- -- --
01/02/2020 01/02/20 Price Changed $1,350,000 -0.7% $367 / Sq Ft
01/01/2020 01/01/20 For Sale $1,359,000 +17.7% $370 / Sq Ft
03/06/2015 03/06/15 Sold $1,155,000 -2.9% $357 / Sq Ft
02/04/2015 02/04/15 Pending -- -- --
10/20/2014 10/20/14 For Sale $1,189,000 -- $368 / 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 $15,000 $2,142,000 $918,000 $1,224,000
2024 $14,827 $1,436,748 $643,320 $793,428
2023 $14,827 $1,408,577 $630,706 $777,871
2022 $14,602 $1,380,959 $618,340 $762,619
2021 $14,574 $1,353,882 $606,216 $747,666
2020 $14,016 $1,303,908 $576,941 $726,967
2019 $13,929 $1,278,342 $565,629 $712,713
2018 $13,761 $1,253,278 $554,539 $698,739
2017 $13,141 $1,196,065 $543,666 $652,399
2016 $12,393 $1,172,613 $533,006 $639,607
2015 $12,214 $1,155,000 $580,000 $575,000
2014 $9,990 $963,000 $485,000 $478,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PI24069472

California Regional Multiple Listing Service (CRMLS)

APN: 091-503-010