NOT LISTED FOR SALE

2 Montana Del Lago Dr Rancho Santa Margarita, CA 92688

Estimated Value: $677,963 - $825,000

3 Beds
2 Baths
1,130 Sq Ft
$373/mo HOA Fee

Last Sold January 13, 2020

Last sale price $489,900 $434 Per Sq Ft

Est. 50% increase in value since last sale

Current estimated payment $4,829/month

34 Days on Market

Highlights

  • Golf Course Community
  • In Ground Pool
  • Updated Kitchen
  • Trabuco Mesa Elementary School Rated A
  • Primary Bedroom Suite
  • 3-minute walk to Rancho Santa Margarita Lake Park

About This Home

As of January 2020

Lake Front Community (Montana Del Lago) - End Unit, Bright And Sunny, 3 Bedrooms, 2 Baths, 2 Car Tandem Garage, Extra Parking Pass For Open Spots In The Community, Street Parking, Private Entrance With Large Front Patio, Vaulted Ceiling With Lots Of Windows, New Light Colored Carpet, Stainless Steel Appliances With Refrigerator Included, Fireplace, 2 Walk-In Closets, Mirrored Closet Doors, Washer & Dryer Included, Community Pool And Spa, Walk To Lake, Beach Club, Shops, Restaurants And More!

Last Agent to Sell the Property

Christina Ford

Ford Realty, Inc. License #00917868 Listed on: 11/02/2019

Last Buyer's Agent

Michael Odenbreit

RE/MAX TerraSol License #01894469

RE/MAX TerraSol

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $5,497

Year Built

  • Built in 1993 | Remodeled

Lot Details

  • End Unit
  • Two or More Common Walls
  • Wrought Iron Fence
  • Stucco Fence

HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Oversized Parking
  • Rear-Facing Garage
  • Tandem Garage
  • Single Garage Door
  • Garage Door Opener
  • No Driveway
  • On-Street Parking
  • Parking Permit Required

Home Design

  • Mediterranean Architecture
  • Turnkey
  • Slab Foundation
  • Tile Roof
  • Stucco

Interior Spaces

  • 1,130 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Cathedral Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Custom Window Coverings
  • Blinds
  • Window Screens
  • Formal Entry
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Living Room Balcony
  • Dining Room
  • Neighborhood Views

Kitchen

  • Updated Kitchen
  • Open to Family Room
  • Breakfast Bar
  • Gas Oven
  • Gas Cooktop
  • Free-Standing Range
  • Microwave
  • Freezer
  • Dishwasher
  • Granite Countertops
  • Pots and Pans Drawers
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Main Level Bedrooms
  • All Upper Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • Dressing Area
  • Mirrored Closets Doors
  • Remodeled Bathroom
  • 2 Full Bathrooms
  • Makeup or Vanity Space
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Soaking Tub
  • Bathtub with Shower

Laundry

  • Laundry Room
  • Laundry in Garage
  • Dryer
  • Washer

Home Security

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Enclosed Patio or Porch
  • Exterior Lighting
  • Rain Gutters

Location

  • Property is near a park
  • Suburban Location

Schools

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

Utilities

  • Central Heating and Cooling System
  • Water Heater
  • Sewer Paid
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 13666
  • Assessor Parcel Number 93083134

Community Details

Overview

  • 124 Units
  • Montana Del Lago Association, Phone Number (714) 285-2626
  • First Service Association, Phone Number (949) 448-6000
  • The Management Trust HOA
  • Built by RGC
  • Infinity
  • Community Lake

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Picnic Area

Recreation

  • Golf Course Community
  • Community Pool
  • Community Spa
  • Park
  • Dog Park
  • Hiking Trails
  • Bike Trail

Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$5,497

Year Built

Built in 1993 | Remodeled

Lot Details

0

HOA Fees

$373 per month

Parking

2

Listing Details

  • Structure Type: Multi Family
  • Assessments: No
  • Inclusions: Refrigerator & Washer/Dryer
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Montana Del Lago (MDL)
  • View: Yes
  • Architectural Style: Mediterranean
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93083134
  • Year Built: 1993
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1130.00 Square Feet
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fan(s), Granite Counters, High Ceilings, Living Room Balcony, Open Floorplan, Recessed Lighting, Tandem
  • Stories: 2
  • Entry Location: 1
  • Common Walls: 2+ Common Walls, End Unit
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 3
  • Door Features: Mirror Closet Door(s)
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Entry Level: 1
  • Fireplace Features: Living Room, Gas, Gas Starter
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 433.54
  • Room Type: All Bedrooms Up, Dressing Area, Entry, Formal Entry, Kitchen, Living Room, Master Bathroom, Master Bedroom, Master Suite, Walk-In Closet
  • Spa Features: Association, Community, In Ground
  • Window Features: Blinds, Custom Covering, Double Pane Windows, Drapes, Screens
  • Bathroom Features: Bathtub, Shower In Tub, Double Sinks In Master Bath, Privacy Toilet Door, Remodeled, Soaking Tub, Upgraded, Vanity Area
  • Room Kitchen Features: Granite Counters, Kitchen Open To Family Room, Pots & Pan Drawers, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Rain Gutters
  • View: Neighborhood
  • Fence: Yes
  • Fencing: Stucco Wall, Wrought Iron
  • Builder Name: RGC
  • Patio And Porch Features: Concrete, Enclosed, Patio, Porch, Front Porch, Slab
  • Pool Features: Association, Community, In Ground
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Parking Features: Direct Garage Access, Garage, Garage Faces Rear, Garage - Single Door, Garage Door Opener, No Driveway, Oversized, Permit Required, Street, Tandem Garage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Electricity Available, Natural Gas Available, Phone Available, Sewer Available, Water Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Free-Standing Range, Freezer, Disposal, Gas Oven, Gas Range, Gas Cooktop, Microwave, Refrigerator, Water Heater
  • Heating Type: Central, Fireplace(s)
  • Laundry Features: Dryer Included, Gas & Electric Dryer Hookup, In Garage, Washer Hookup, Washer Included
  • Sewer: Public Sewer, Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: SAMLARC
  • Amenities: Pool, Spa/Hot Tub, Barbecue, Outdoor Cooking Area, Picnic Area, Biking Trails, Hiking Trails, Sewer
  • Association Fee: 318.00
  • Association #2 Fee: 55.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Montana Del Lago
  • Phone: 714-285-2626
  • Association Phone #2: 949-448-6000
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Biking, Curbs, Dog Park, Golf, Hiking, Gutters, Lake, Park, Sidewalks, Street Lights, Suburban
  • Association Management: The Management Trust
  • Association Management 2: First Service

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
  • Lot Features: Corner Lot, Park Nearby

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 Model: C
  • Tax Tract: Montana Del Lago
  • Tax Tract Number: 13666

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 2, 2019
Closed on
Dec 11, 2019
Sold by
Heule Paul C and Heule Jacqueline
Bought by
Trainer Keith and Trainer Isabel Urteaga
Seller's Agent
Christina Ford
Ford Realty, Inc.
Buyer's Agent
Michael Odenbreit
RE/MAX TerraSol
List Price
$489,900
Sold Price
$489,900
Current Estimated Value
$733,802

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$243,902
Avg. Annual Appreciation
7.40%
Original Mortgage
$481,026
Interest Rate
4.12%
Mortgage Type
FHA

Purchase Details

Closed on
Jul 3, 2017
Sold by
Heule Paul C and Heule Jacqueline
Bought by
Heule Paul C and Heule Jacqueline

Purchase Details

Closed on
Apr 3, 2006
Sold by
Ivy Robert Wallace and Ivy Beverly Ann
Bought by
Heule Paul C and Heule Jacqueline

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$270,000
Interest Rate
6.29%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 11, 2004
Sold by
Ivy Beverly Ann
Bought by
Ivy Robert Wallace and Ivy Beverly Ann

Purchase Details

Closed on
May 26, 2004
Sold by
Ivy Robert
Bought by
Ivy Beverly Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$360,000
Interest Rate
5.12%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 24, 2004
Sold by
Martin Christopher and Martin Beth A
Bought by
Ivy Beverly Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$360,000
Interest Rate
5.12%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 21, 2001
Sold by
Plummer Mary Jane and Plummer Denise Ann
Bought by
Martin Christopher and Martin Beth A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$218,450
Interest Rate
6.91%
Mortgage Type
FHA

Purchase Details

Closed on
Sep 22, 1993
Sold by
Rgc M Associates L P
Bought by
Plummer Mary Jane and Plummer Denise Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$140,050
Interest Rate
7.19%
Mortgage Type
FHA
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
Trainer Keith $490,000 First American Title Company
Heule Paul C -- First American Title Company
Heule Paul C $470,000 Chicago Title Co
Ivy Robert Wallace -- --
Ivy Beverly Ann -- Southland Title
Ivy Beverly Ann $450,000 Southland Title
Martin Christopher $230,000 Landsafe Title
Plummer Mary Jane $146,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Trainer Keith $482,479
Closed Trainer Keith $481,026
Previous Owner Heule Paul C $238,763
Previous Owner Heule Paul C $270,000
Previous Owner Heule Paul C $270,000
Previous Owner Ivy Beverly Ann $360,000
Previous Owner Martin Christopher $266,000
Previous Owner Martin Christopher $218,450
Previous Owner Plummer Denise Ann $136,100
Previous Owner Plummer Denise Ann $137,900
Previous Owner Plummer Mary Jane $140,050
Closed Ivy Beverly Ann $67,500
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/13/2020 01/13/20 Sold $489,900 0.0% $434 / Sq Ft
11/02/2019 11/02/19 For Sale $489,900 -- $434 / 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 $5,497 $535,775 $390,557 $145,218
2024 $5,497 $525,270 $382,899 $142,371
2023 $5,372 $514,971 $375,391 $139,580
2022 $5,281 $504,874 $368,030 $136,844
2021 $4,817 $494,975 $360,814 $134,161
2020 $5,359 $518,160 $348,249 $169,911
2019 $5,955 $508,000 $341,420 $166,580
2018 $5,656 $482,000 $315,420 $166,580
2017 $4,812 $404,940 $238,360 $166,580
2016 $5,006 $397,000 $233,686 $163,314
2015 $4,473 $346,625 $183,311 $163,314
2014 $4,465 $346,625 $183,311 $163,314
Source: Public Records

Agents Affiliated with this Home

  • Christina Ford

    Seller's Agent in 2020

    Christina Ford

    Ford Realty, Inc.

    (949) 922-3673

    64 in this area

    81 Total Sales

    Section Image

  • M

    Buyer's Agent in 2020

    Michael Odenbreit

    RE/MAX

    Section Image
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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19256378

California Regional Multiple Listing Service (CRMLS)

APN: 930-831-34

California Orange County Rancho Santa Margarita 92688

2 Montana Del Lago Dr, Rancho Santa Margarita, CA

This home is located at 2 Montana Del Lago Dr, Rancho Santa Margarita, CA 92688 since 02 November 2019 and is currently estimated at $751,491, approximately $665 per square foot. This property was built in 1993. 2 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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