Seller's Agent in 2021
Douglas Dunlap
Surterre Properties Inc
(949) 545-2000
9 in this area
22 Total Sales
23 Cassis Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $2,760,176 - $3,094,000
4
Beds
2.5
Baths
2,000
Sq Ft
$1,474/Sq Ft
Est. Value
Highlights
- Ocean View
- On Golf Course
- Primary Bedroom Suite
- John Malcom Elementary School Rated A
- Gated with Attendant
- Updated Kitchen
About This Home
As of May 2021Panoramic ocean and golf course view home perched above the Monarch Beach Golf Links. Located within the prestigious guard-gated community of
Ritz Pointe on a premier front-row orientation. This exceptional property features unobstructed views, a large pool-sized backyard and room to expand. Enjoy resort-style indoor/outdoor living in this beautifully upgraded 4 bedroom, 3 bathroom beach villa including remodeled gourmet kitchen, wide plank wood flooring, newer carpeting and custom iron staircase railing. The primary-suite boasts ocean and golf course views from numerous prominent windows, sliding glass doors, and from the private balcony. Experience majestic sunsets from the serene backyard and delightful balcony. Fall asleep to the soothing sounds of ocean waves. Stroll to the beach on the nature path from private Ritz Pointe Community access, without crossing any major streets. Conveniently located near the Waldorf Astoria, The Ritz Carlton Resort, The Monarch Bay Club, five-star restaurants, upscale shopping and world-class golf courses.
** * The spacious open floorplan with two-story ceilings offers room to grow. The two-story ceiling above the dining room is a perfect spot to add-on a second floor loft; thereby, expanding the homes livable square footage and capitalizing on the amazing ocean and golf course views!
Last Agent to Sell the Property
Surterre Properties Inc License #00482174 Listed on: 04/21/2021
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $24,006
Year Built
- Built in 1995 | Remodeled
Lot Details
- 6,000 Sq Ft Lot
- On Golf Course
- East Facing Home
- Glass Fence
- Wrought Iron Fence
- Block Wall Fence
- Landscaped
- Sprinkler System
- Lawn
- Back and Front Yard
HOA Fees
Parking
- 2 Car Direct Access Garage
- Parking Available
- Two Garage Doors
- Garage Door Opener
Property Views
- Ocean
- Panoramic
- Golf Course
Home Design
- Mediterranean Architecture
- Entry on the 1st floor
- Slab Foundation
- Tile Roof
- Stucco
Interior Spaces
- 2,000 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Cathedral Ceiling
- Ceiling Fan
- Recessed Lighting
- Double Pane Windows
- Plantation Shutters
- Family Room with Fireplace
- Great Room
- Dining Room
- Laundry Room
Kitchen
- Updated Kitchen
- Breakfast Area or Nook
- Breakfast Bar
- Gas Oven
- Built-In Range
- Microwave
- Dishwasher
Flooring
- Wood
- Carpet
Bedrooms and Bathrooms
- 4 Bedrooms
- All Upper Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
- Upgraded Bathroom
- Makeup or Vanity Space
- Dual Vanity Sinks in Primary Bathroom
- Private Water Closet
- Soaking Tub
- Separate Shower
Outdoor Features
- Balcony
- Patio
- Exterior Lighting
- Outdoor Grill
Schools
- Malcolm Elementary School
- Marco Forester Middle School
- Dana Hills High School
Utilities
- Central Heating and Cooling System
- Underground Utilities
- Natural Gas Connected
- Gas Water Heater
Listing and Financial Details
- Tax Lot 36
- Tax Tract Number 13503
- Assessor Parcel Number 67250136
Community Details
Overview
- Corniche Sur Mer Assoc. Association, Phone Number (714) 508-9070
- Action Property Management Association, Phone Number (949) 450-0202
- Optimum Professional Property Services HOA
- California Cortina Subdivision
- Maintained Community
Security
- Gated with Attendant
- Controlled Access
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Apr 21, 2021
Closed on
May 12, 2021
Sold by
Wicktom Marcia C
Bought by
Wiguna Sharif W and Wiguna Swanny
Seller's Agent
Douglas Dunlap
Surterre Properties Inc
Buyer's Agent
James Scarcelli
Realty One Group West
List Price
$2,000,000
Sold Price
$1,975,000
Premium/Discount to List
-$25,000
-1.25%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$973,544
Avg. Annual Appreciation
9.70%
Original Mortgage
$822,375
Outstanding Balance
$748,438
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$2,200,106
Purchase Details
Listed on
Apr 21, 2021
Closed on
Apr 15, 2021
Sold by
Wicktom Marcia C
Bought by
Wicktom Marcia C and Kole Cynthia W
Seller's Agent
Douglas Dunlap
Surterre Properties Inc
Buyer's Agent
James Scarcelli
Realty One Group West
List Price
$2,000,000
Sold Price
$1,975,000
Premium/Discount to List
-$25,000
-1.25%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$822,375
Outstanding Balance
$748,438
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$2,200,106
Purchase Details
Listed on
Apr 27, 2017
Closed on
May 26, 2017
Sold by
Pemberton Richard Lee and Pemberton Scott Alan
Bought by
Wicktom Marcia C
Seller's Agent
Donald Cook
First Team Real Estate
Buyer's Agent
Lee Spath
First Team Real Estate
List Price
$1,499,000
Sold Price
$1,495,000
Premium/Discount to List
-$4,000
-0.27%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.23%
Purchase Details
Closed on
Aug 28, 2008
Sold by
Kanstul Mark F
Bought by
Pemberton Leon E and Pemberton Shirley
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$669,000
Interest Rate
6.51%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Jun 14, 2006
Sold by
Kleinberg S Taylor and Kleinberg Cathy K
Bought by
Kanstul Mark K and The Sunset Trust
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,160,000
Interest Rate
7.37%
Mortgage Type
Negative Amortization
Purchase Details
Closed on
Feb 18, 2005
Sold by
Kleinberg S Taylor
Bought by
Kleinberg S Taylor and Kleinberg Cathy
Purchase Details
Closed on
Sep 23, 2004
Sold by
Dobrovitch Cathy Kim
Bought by
Kleinberg S Taylor
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$960,000
Interest Rate
3.87%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Sep 4, 2004
Sold by
Kelman Seth
Bought by
Kleinberg S Taylor
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$960,000
Interest Rate
3.87%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Dec 4, 2000
Sold by
The Jerry & Deborah Kalman Family Trust
Bought by
Kelman Seth
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$556,750
Interest Rate
8.97%
Purchase Details
Closed on
Aug 20, 1998
Sold by
Kalman Jerry L
Bought by
Kalman Jerry L and Kalman Deborah L
Purchase Details
Closed on
Mar 20, 1998
Sold by
Donald Crowell
Bought by
Kalman Jerry L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$397,800
Interest Rate
7.37%
Purchase Details
Closed on
Jun 7, 1995
Sold by
Crowell Constanza
Bought by
Crowell Donald L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$246,000
Interest Rate
8.36%
Purchase Details
Closed on
Apr 28, 1995
Sold by
Kaufman & Broad South Coast Inc
Bought by
Crowell Donald L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$246,000
Interest Rate
8.36%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Wiguna Sharif W | $1,975,000 | Lawyers Title | |
| Wicktom Marcia C | -- | None Listed On Document | |
| Wicktom Marcia C | $1,495,000 | Western Resources Title Comp | |
| Pemberton Leon E | $1,115,000 | California Title Company | |
| Kanstul Mark K | $1,450,000 | California Title Company | |
| Kleinberg S Taylor | -- | -- | |
| Kleinberg S Taylor | -- | First American Title Co | |
| Kleinberg S Taylor | $1,200,000 | First American Title Co | |
| Kelman Seth | $655,000 | Chicago Title Co | |
| Kalman Jerry L | -- | -- | |
| Kalman Jerry L | $442,000 | Chicago Title Co | |
| Crowell Donald L | -- | First American Title Ins Co | |
| Crowell Donald L | $329,000 | First American Title Ins Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Wiguna Sharif W | $822,375 | |
| Previous Owner | Pemberton Leon E | $625,500 | |
| Previous Owner | Pemberton Leon E | $650,000 | |
| Previous Owner | Pemberton Leon E | $663,602 | |
| Previous Owner | Pemberton Leon E | $669,000 | |
| Previous Owner | Kanstul Mark K | $1,160,000 | |
| Previous Owner | Kleinberg Stuart T | $100,000 | |
| Previous Owner | Kleinberg S Taylor | $960,000 | |
| Previous Owner | Kelman Seth | $556,750 | |
| Previous Owner | Kalman Jerry L | $397,800 | |
| Previous Owner | Crowell Donald L | $246,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 05/27/2021 05/27/21 | Sold | $1,975,000 | -1.3% | $988 / Sq Ft |
| 04/21/2021 04/21/21 | For Sale | $2,000,000 | +39900.0% | $1,000 / Sq Ft |
| 04/20/2021 04/20/21 | Pending | -- | -- | -- |
| 04/01/2019 04/01/19 | Rented | $5,000 | -4.8% | -- |
| 02/27/2019 02/27/19 | Price Changed | $5,250 | -2.8% | $3 / Sq Ft |
| 11/08/2018 11/08/18 | For Rent | $5,400 | +107900.0% | -- |
| 08/23/2017 08/23/17 | Rented | $5 | -99.9% | -- |
| 08/11/2017 08/11/17 | Under Contract | -- | -- | -- |
| 06/16/2017 06/16/17 | For Rent | $5,500 | 0.0% | -- |
| 06/01/2017 06/01/17 | Sold | $1,495,000 | -0.3% | $748 / Sq Ft |
| 05/06/2017 05/06/17 | Pending | -- | -- | -- |
| 04/27/2017 04/27/17 | For Sale | $1,499,000 | -- | $750 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $24,006 | $2,152,281 | $1,878,833 | $273,448 |
| 2024 | $24,006 | $2,110,080 | $1,841,993 | $268,087 |
| 2023 | $23,245 | $2,054,790 | $1,805,875 | $248,915 |
| 2022 | $22,639 | $2,014,500 | $1,770,465 | $244,035 |
| 2021 | $17,667 | $1,602,941 | $1,375,410 | $227,531 |
| 2020 | $17,840 | $1,586,505 | $1,361,307 | $225,198 |
| 2019 | $17,298 | $1,555,398 | $1,334,615 | $220,783 |
| 2018 | $16,788 | $1,524,900 | $1,308,446 | $216,454 |
| 2017 | $13,846 | $1,237,181 | $956,926 | $280,255 |
| 2016 | $13,450 | $1,212,923 | $938,163 | $274,760 |
| 2015 | $13,165 | $1,194,704 | $924,071 | $270,633 |
| 2014 | $12,939 | $1,171,302 | $905,970 | $265,332 |
Source: Public Records
Agents Affiliated with this Home
-
Douglas Dunlap
-
Loralie Dunlap
L
Seller Co-Listing Agent in 2021
Loralie Dunlap
Surterre Properties Inc
(949) 545-2000
4 in this area
14 Total Sales
-
James Scarcelli
Buyer's Agent in 2021
James Scarcelli
Realty One Group West
(949) 413-3380
4 in this area
16 Total Sales
-
G
Seller's Agent in 2019
Gene Preuss
Gene Preuss Rentals-Management
-
Lee Spath
Seller's Agent in 2017
Lee Spath
First Team Real Estate
(949) 637-6854
2 Total Sales
-
Donald Cook
D
Seller's Agent in 2017
Donald Cook
First Team Real Estate
(714) 969-6116
14 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC21083449
APN: 672-501-36
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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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