Seller's Agent in 2016
Steven Abraham
First Team Real Estate
(949) 378-4005
8 in this area
23 Total Sales
33641 Holtz Hill Rd Dana Point, CA 92629
Estimated Value: $2,454,000 - $2,797,651
5
Beds
3
Baths
3,633
Sq Ft
$733/Sq Ft
Est. Value
Highlights
- In Ground Spa
- Primary Bedroom Suite
- Open Floorplan
- Marco Forster Middle School Rated A-
- Gated Community
- Maid or Guest Quarters
About This Home
As of April 2016POSITIONED BEHIND THE PRIVATE GATES IN THE ULTRA DESIRABLE COMMUNITY OF DIAMOND RIDGE ESTATES, THIS 3,633 SQ. FT. OPEN FLOOR PLAN ESTATE AFFORDS THE FEEL OF A SINGLE STORY HOME. DESIGNED BY AN AWARD WINNING ARCHITECTURAL FIRM, THIS CUSTOM HOME IS EXQUISITELY APPOINTED WITH A DRAMATIC GRAND FOYER FEATURING A SOARING CEILING & STUNNING SWEEPING GRAND STAIRWAY, AN EXTENDED HALLWAY WITH BEAUTIFUL ARCHES & WALL CUTOUTS FOR ART, THREE BEDROOMS ON THE MAIN LIVING LEVEL, WHICH INCLUDES A LUXURIOUS MASTER EN SUITE WITH FIREPLACE & SPA-LIKE BATHROOM WITH TWO WALK-IN CLOSETS, THREE BONUS ROOMS UPSTAIRS WITH A FULL BATH ROOM, A DEN, A DINING ROOM, A LAUNDRY ROOM & A SPACIOUS FAMILY ROOM WITH FIREPLACE & CUSTOM BUILT-IN CABINETS WHICH OPENS TO THE STAINLESS GOURMET KITCHEN WITH GRANITE COUNTERTOPS. ADDITIONAL UNPARALLELED AMENITIES INCLUDE VAULTED CEILINGS, A LIGHT & BRIGHT COLOR SCHEME, CEILING FANS, RECESSED LIGHTING, SOLID CORE DOORS, ENCASED WINDOWS & DOORS, PLANTATION SHUTTERS, DUAL PANED WINDOWS, DOUBLE DOOR ENTRIES, SKYLIGHTS, DUAL CONTROLLED AIR CONDITIONING UNITS, AN OUTDOOR SPA, AN OVERSIZED TWO CAR GARAGE WITH BUILT-INS, ALL ON AN 8,782 SQ. FT. LOT. CLOSE PROXIMITY TO THE DANA POINT HARBOR, 3 WORLD CLASS RESORTS, THE PACIFIC OCEAN, RESTAURANTS, & SHOPPING.
Last Agent to Sell the Property
First Team Real Estate License #01246369 Listed on: 01/22/2016
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $17,183
Year Built
- Built in 2001
Lot Details
- 8,782 Sq Ft Lot
- Wrought Iron Fence
- Stucco Fence
- Sprinkler System
- Private Yard
- Back and Front Yard
HOA Fees
- $225 Monthly HOA Fees
Parking
- 2 Car Direct Access Garage
- Parking Available
- Two Garage Doors
- Driveway
Home Design
- Mediterranean Architecture
- Turnkey
- Slab Foundation
- Spanish Tile Roof
- Stucco
Interior Spaces
- 3,633 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Central Vacuum
- Built-In Features
- Cathedral Ceiling
- Ceiling Fan
- Recessed Lighting
- Double Pane Windows
- Shutters
- French Doors
- Formal Entry
- Family Room with Fireplace
- Great Room
- Living Room
- L-Shaped Dining Room
- Den
- Bonus Room
- Center Hall
Kitchen
- Breakfast Area or Nook
- Eat-In Kitchen
- Breakfast Bar
- Double Oven
- Electric Oven
- Six Burner Stove
- Freezer
- Dishwasher
- Kitchen Island
- Granite Countertops
- Disposal
Flooring
- Carpet
- Tile
Bedrooms and Bathrooms
- 5 Bedrooms
- Primary Bedroom on Main
- Fireplace in Primary Bedroom
- Fireplace in Primary Bedroom Retreat
- Primary Bedroom Suite
- Walk-In Closet
- Dressing Area
- Jack-and-Jill Bathroom
- Maid or Guest Quarters
- 3 Full Bathrooms
Laundry
- Laundry Room
- Washer and Gas Dryer Hookup
Outdoor Features
- In Ground Spa
- Concrete Porch or Patio
- Rain Gutters
Utilities
- Two cooling system units
- Central Heating and Cooling System
- Vented Exhaust Fan
- Gas Water Heater
Community Details
- Gated Community
Listing and Financial Details
- Tax Lot 4
- Tax Tract Number 14102
- Assessor Parcel Number 68222162
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Closed on
Sep 9, 2021
Sold by
Donnelly Paul J and Donnelly Gerri A
Bought by
Donnelly Paul J and Donnelly Gerri A
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$820,000
Outstanding Balance
$754,224
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$1,877,873
Purchase Details
Listed on
Jan 22, 2016
Closed on
Mar 8, 2016
Sold by
Steffen Mala Bhargava
Bought by
Donnelly Revocable Living Trust
Seller's Agent
Steven Abraham
First Team Real Estate
Buyer's Agent
Christy Nichols
Surterre Properties Inc
List Price
$1,350,000
Sold Price
$1,275,000
Premium/Discount to List
-$75,000
-5.56%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.10%
Original Mortgage
$800,000
Interest Rate
3.64%
Mortgage Type
New Conventional
Purchase Details
Closed on
Jul 5, 2012
Sold by
Bhargava Urmila
Bought by
Steffen Mala Bhargava and Mbs Legacy Trust
Purchase Details
Closed on
Jul 15, 2010
Sold by
Bhargava Urmila
Bought by
Bhargava Urmila and Urmila Bhargava Revocable Declaration Of
Purchase Details
Closed on
Aug 28, 2002
Sold by
Emerald Ridge Llc
Bought by
Bhargava Urmila
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 |
|---|---|---|---|
| Donnelly Paul J | -- | Accommodation | |
| Donnelly Revocable Living Trust | $1,275,000 | First American Title | |
| Steffen Mala Bhargava | -- | None Available | |
| Bhargava Urmila | -- | None Available | |
| Bhargava Urmila | -- | None Available | |
| Bhargava Urmila | $840,000 | Chicago Title Co | |
| Bhargava Urmila | -- | Chicago Title Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Donnelly Paul J | $820,000 | |
| Previous Owner | Donnelly Revocable Living Trust | $800,000 | |
| Previous Owner | Bhargava Urmila | $400,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 04/19/2016 04/19/16 | Sold | $1,275,000 | -5.6% | $351 / Sq Ft |
| 03/04/2016 03/04/16 | Pending | -- | -- | -- |
| 01/22/2016 01/22/16 | For Sale | $1,350,000 | 0.0% | $372 / Sq Ft |
| 08/28/2014 08/28/14 | Rented | $4,500 | -2.2% | -- |
| 07/29/2014 07/29/14 | Under Contract | -- | -- | -- |
| 06/06/2014 06/06/14 | For Rent | $4,600 | -- | -- |
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 | $17,183 | $1,509,337 | $884,883 | $624,454 |
| 2024 | $17,183 | $1,479,743 | $867,533 | $612,210 |
| 2023 | $16,705 | $1,450,729 | $850,523 | $600,206 |
| 2022 | $16,279 | $1,422,284 | $833,846 | $588,438 |
| 2021 | $15,882 | $1,394,397 | $817,497 | $576,900 |
| 2020 | $15,573 | $1,380,100 | $809,115 | $570,985 |
| 2019 | $15,185 | $1,353,040 | $793,250 | $559,790 |
| 2018 | $14,803 | $1,326,510 | $777,696 | $548,814 |
| 2017 | $14,433 | $1,300,500 | $762,447 | $538,053 |
| 2016 | $11,805 | $1,044,373 | $584,294 | $460,079 |
| 2015 | $11,405 | $1,028,686 | $575,517 | $453,169 |
| 2014 | $11,206 | $1,008,536 | $564,243 | $444,293 |
Source: Public Records
Agents Affiliated with this Home
-
-
Seller Co-Listing Agent in 2016
Nima Tehrany
Compass
(310) 617-6462
82 Total Sales
-
Buyer's Agent in 2016
Christy Nichols
Surterre Properties Inc
(949) 545-2014
3 in this area
27 Total Sales
-
Seller's Agent in 2014
Stella Frize
First Team Real Estate
(714) 336-7554
11 Total Sales
-
s
Buyer's Agent in 2014
scott craig
Pacific Equity Real Estate
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: LG16014794
APN: 682-221-62
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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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