Seller's Agent in 2023
Jim Shockey
Berkshire Hathaway HomeService
(949) 300-0900
11 in this area
22 Total Sales
67 San Raphael Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $2,954,000 - $3,264,000
3
Beds
3.5
Baths
2,068
Sq Ft
$1,491/Sq Ft
Est. Value
Highlights
- Ocean View
- Gated with Attendant
- Open Floorplan
- John Malcom Elementary School Rated A
- Primary Bedroom Suite
- Deck
About This Home
As of May 2023This Spectacular Ocean View residence has been completely customized and features vast ocean and hillside views. It is located within the private community of Ritz Pointe. The 3 Bedroom, 4 bathroom home is designed for entertaining and enjoyment with a 800+ Sq Ft ocean view Great room!
The focal point of the kitchen is the large island which will comfortably seat 10 guest. All custom Shaker Style cabinetry with soft close hinges and drawers enclose the stainless steel appliances, Wolf range with Wok, and a full size temperature controlled wine storage. Panoramic folding doors open onto the 300 Sq. Ft. newly reconstructed balcony with frameless glass walls.. The interior finishes include a new glass enclosed staircase, New Luxury Vinyl flooring and freshly painted interior and exterior, custom LED lighting, updated plumbing and new heat and air conditioner. The rear yard and patio are enclosed by frameless glass fencing, a circular rose garden, and well maintained landscaping. The community has a nature trail leading to the beach, Waldorf Astoria Resort or the Monarch Beach golf course.
Last Agent to Sell the Property
Berkshire Hathaway HomeService License #00380355 Listed on: 04/04/2023
Last Buyer's Agent
Berkshire Hathaway HomeService License #00380355 Listed on: 04/04/2023
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $31,070
Year Built
- Built in 1994 | Remodeled
Lot Details
- 6,314 Sq Ft Lot
- Landscaped
- Front and Back Yard Sprinklers
- Private Yard
- Back and Front Yard
- Property is zoned PC
HOA Fees
Parking
- 2 Car Attached Garage
- Attached Carport
- Parking Available
- Front Facing Garage
- Driveway
Property Views
- Ocean
- Coastline
- City Lights
Home Design
- Mediterranean Architecture
- Planned Development
- Spanish Tile Roof
- Tile Roof
- Stucco
Interior Spaces
- 2,068 Sq Ft Home
- 2-Story Property
- Open Floorplan
- High Ceiling
- Recessed Lighting
- Double Pane Windows
- Blinds
- Great Room
- Family Room Off Kitchen
- Dining Room
- Vinyl Flooring
Kitchen
- Breakfast Area or Nook
- Open to Family Room
- Breakfast Bar
- Convection Oven
- Built-In Range
- Microwave
- Freezer
- Dishwasher
- Quartz Countertops
- Pots and Pans Drawers
- Built-In Trash or Recycling Cabinet
- Self-Closing Drawers and Cabinet Doors
- Disposal
Bedrooms and Bathrooms
- 3 Bedrooms | 2 Main Level Bedrooms
- Primary Bedroom Suite
- Multi-Level Bedroom
- Walk-In Closet
- Remodeled Bathroom
- Granite Bathroom Countertops
- Dual Vanity Sinks in Primary Bathroom
- Bathtub with Shower
Laundry
- Laundry Room
- Gas Dryer Hookup
Home Security
- Carbon Monoxide Detectors
- Fire and Smoke Detector
- Fire Sprinkler System
Outdoor Features
- Balcony
- Deck
- Tile Patio or Porch
- Exterior Lighting
- Rain Gutters
Schools
- Malcom Elementary School
- Marco Forester Middle School
- Dana Hills High School
Utilities
- Forced Air Heating and Cooling System
- Vented Exhaust Fan
- Underground Utilities
- Natural Gas Connected
- Tankless Water Heater
- Sewer Paid
- Cable TV Available
Listing and Financial Details
- Tax Lot 24
- Tax Tract Number 13505
- Assessor Parcel Number 67251124
Community Details
Overview
- Cornice Sur Mer Association, Phone Number (714) 508-9070
- Action Management Association, Phone Number (949) 450-0202
- Optimum HOA
- California Cortina Subdivision
Recreation
- Hiking Trails
Security
- Gated with Attendant
- Controlled Access
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Apr 4, 2023
Closed on
Apr 12, 2023
Sold by
Ken And Tracy Tran Family Trust
Bought by
Huber Family Trust
Seller's Agent
Jim Shockey
Berkshire Hathaway HomeService
Buyer's Agent
Jim Shockey
Berkshire Hathaway HomeService
List Price
$2,798,888
Sold Price
$2,798,888
Views
18
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
$285,282
Avg. Annual Appreciation
4.29%
Original Mortgage
$1,959,922
Outstanding Balance
$1,907,800
Interest Rate
6.42%
Mortgage Type
New Conventional
Estimated Equity
$1,176,370
Purchase Details
Listed on
Jun 26, 2021
Closed on
Jul 7, 2021
Sold by
Xu Xiaoqing
Bought by
Hu Wei
Seller's Agent
Debra Dec
Ritz Pointe Realty
Buyer's Agent
Julie Nguyen
T.N.G. Real Estate Consultants
List Price
$1,660,000
Sold Price
$2,008,088
Premium/Discount to List
$348,088
20.97%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
20.01%
Purchase Details
Listed on
Jun 26, 2021
Closed on
Jul 5, 2021
Sold by
He Wei and Xu Chu Ning
Bought by
Tran Ken and Tran Tracy
Seller's Agent
Debra Dec
Ritz Pointe Realty
Buyer's Agent
Julie Nguyen
T.N.G. Real Estate Consultants
List Price
$1,660,000
Sold Price
$2,008,088
Premium/Discount to List
$348,088
20.97%
Purchase Details
Listed on
Oct 20, 2012
Closed on
Feb 20, 2013
Sold by
Ivey Kenneth R and Ivey Cynthia C
Bought by
He Wei and Xu Chu Ning
Seller's Agent
Jim Shockey
Berkshire Hathaway HomeService
Buyer's Agent
Tony Siok
Realty Benefit
List Price
$1,295,000
Sold Price
$1,265,000
Premium/Discount to List
-$30,000
-2.32%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.68%
Purchase Details
Closed on
Jul 23, 2008
Sold by
Ivey Kenneth R and Ivey Cynthia C
Bought by
Ivey Kenneth R and Ivey Family Living Trust
Purchase Details
Closed on
May 22, 2002
Sold by
Bitter Douglas and Bitter Elaine
Bought by
Ivey Kenneth R and Ivey Cynthia C
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$584,050
Interest Rate
6.74%
Purchase Details
Closed on
Sep 4, 1998
Sold by
Douglas Bitter
Bought by
Bitter Douglas and Bitter Elaine
Purchase Details
Closed on
Aug 27, 1996
Sold by
Elaine Bitter
Bought by
Bitter Douglas
Purchase Details
Closed on
Jun 10, 1996
Sold by
Bitter Douglas
Bought by
Bitter Elaine
Purchase Details
Closed on
Aug 8, 1994
Sold by
Kaufman & Broad South Coast Inc
Bought by
Bitter Douglas and Bitter Elaine
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$276,200
Interest Rate
4.75%
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 |
|---|---|---|---|
| Huber Family Trust | $2,800,000 | California Title Company | |
| Hu Wei | -- | Lawyers Title Company | |
| Tran Ken | $2,008,500 | Lawyers Title Company | |
| He Wei | $1,265,000 | None Available | |
| Ivey Kenneth R | -- | None Available | |
| Ivey Kenneth R | -- | None Available | |
| Ivey Kenneth R | $730,000 | Chicago Title Co | |
| Bitter Douglas | -- | -- | |
| Bitter Douglas | -- | -- | |
| Bitter Elaine | -- | -- | |
| Bitter Douglas | $307,000 | First American Title Ins |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Huber Family Trust | $1,959,922 | |
| Previous Owner | Ivey Kenneth R | $227,966 | |
| Previous Owner | Ivey Kenneth R | $500,000 | |
| Previous Owner | Ivey Kenneth R | $532,663 | |
| Previous Owner | Ivey Kenneth R | $566,800 | |
| Previous Owner | Ivey Kenneth R | $571,873 | |
| Previous Owner | Ivey Kenneth R | $584,050 | |
| Previous Owner | Bitter Douglas | $475,000 | |
| Previous Owner | Bitter Douglas | $368,000 | |
| Previous Owner | Bitter Douglas | $276,200 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 05/08/2023 05/08/23 | Sold | $2,798,888 | 0.0% | $1,353 / Sq Ft |
| 04/09/2023 04/09/23 | Pending | -- | -- | -- |
| 04/04/2023 04/04/23 | For Sale | $2,798,888 | +39.4% | $1,353 / Sq Ft |
| 07/14/2021 07/14/21 | Sold | $2,008,088 | +21.0% | $934 / Sq Ft |
| 06/27/2021 06/27/21 | Pending | -- | -- | -- |
| 06/26/2021 06/26/21 | For Sale | $1,660,000 | +31.2% | $772 / Sq Ft |
| 03/08/2013 03/08/13 | Sold | $1,265,000 | -2.3% | $588 / Sq Ft |
| 10/20/2012 10/20/12 | For Sale | $1,295,000 | -- | $602 / 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 | $31,070 | $2,913,002 | $2,641,806 | $271,196 |
| 2024 | $31,070 | $2,855,885 | $2,590,006 | $265,879 |
| 2023 | $22,339 | $2,048,249 | $1,811,285 | $236,964 |
| 2022 | $22,155 | $2,008,088 | $1,775,770 | $232,318 |
| 2021 | $16,031 | $1,439,124 | $1,202,059 | $237,065 |
| 2020 | $15,726 | $1,424,368 | $1,189,733 | $234,635 |
| 2019 | $15,403 | $1,396,440 | $1,166,405 | $230,035 |
| 2018 | $15,078 | $1,369,059 | $1,143,534 | $225,525 |
| 2017 | $14,725 | $1,342,215 | $1,121,112 | $221,103 |
| 2016 | $14,386 | $1,315,898 | $1,099,130 | $216,768 |
| 2015 | $14,127 | $1,296,132 | $1,082,620 | $213,512 |
| 2014 | $13,881 | $1,270,743 | $1,061,413 | $209,330 |
Source: Public Records
Agents Affiliated with this Home
-
Jim Shockey
-
D
Seller's Agent in 2021
Debra Dec
Ritz Pointe Realty
-
Julie Nguyen
Buyer's Agent in 2021
Julie Nguyen
T.N.G. Real Estate Consultants
(714) 243-0034
1 in this area
32 Total Sales
-
T
Buyer's Agent in 2013
Tony Siok
Realty Benefit
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC23052975
APN: 672-511-24
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