NOT LISTED FOR SALE

68 Upper Oak Dr San Rafael, CA 94903

Mont Marin-San Rafael Park Neighborhood

Estimated Value: $1,737,000 - $1,792,501

3 Beds
3.5 Baths
2,990 Sq Ft
$592/Sq Ft Est. Value

Last Sold December 05, 2023

Last sale price $1,735,000 $580 Per Sq Ft

Est. 2% increase in value since last sale

Current estimated payment $11,264/month

90 Days on Market

Highlights

  • Spa
  • Sauna
  • View of Hills
  • Lucas Valley Elementary School Rated A-
  • Solar Power System
  • 1-minute walk to Jerry R Russom Park

About This Home

As of December 2023

Mont Marin is a hidden gem that offers the perfect blend of natural beauty, modern amenities, and easy access to downtown San Rafael and the greater Bay Area. This 3 bed (easily converted back to 4 BD), 3.5 bath home is sited on a quiet street and provides plenty of opportunity to enjoy the great outdoors. Mature trees and lush landscaping bring nature right up to your doorstep. Inside, the light-filled interiors feature an open and airy floor plan with hardwood floors, spacious bedrooms, and plenty of windows to allow natural light to stream in. The grand scale living room is flooded with light that seamlessly connects with the dining area and offers direct access to both front and back outdoor spaces. There is an additional entertainment space complete with a wet bar and deck access steps from the kitchen. The enormous primary suite on the upper floor offers ample opportunity to create your sanctuary with a separate sitting area next to the fireplace, a deck for morning meditation, and working sauna. Steps below the primary, are two additional bedrooms, one ensuite. The spacious multi-level deck with hot tub is ideal for alfresco dining or relaxing in nature.

Last Agent to Sell the Property

Tracey Broadman

Vanguard Properties License #01323049 Listed on: 09/06/2023

Vanguard Properties

Last Buyer's Agent

Phoebe Reyes

Bay Area Modern Real Estate License #01925674

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1968

Lot Details

  • 8,320

HOA Fees

  • $2 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Garage Door Opener

Property Views

  • Hills
  • Park or Greenbelt

Home Design

  • Traditional Architecture
  • Split Level Home

Interior Spaces

  • 2,990 Sq Ft Home
  • 3-Story Property
  • Skylights
  • Electric Fireplace
  • Living Room with Fireplace
  • 2 Fireplaces
  • Dining Room
  • Sauna

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom Upstairs

Laundry

  • Dryer
  • Washer
  • 220 Volts In Laundry

Additional Features

  • Solar Power System
  • Spa
  • 8,320 Sq Ft Lot
  • Central Heating and Cooling System

Community Details

  • Mont Marin/San Rafael Neighborhood Assoc Association
  • Mont Marin Subdivision

Listing and Financial Details

  • Assessor Parcel Number 165-112-10

Home Details

Home Type

Single Family

Year Built

Built in 1968

Lot Details

8,320 Sq Ft Lot

HOA Fees

$2 per month

Parking

2

Listing Details

  • Type: Residential
  • Property Sub Type: Single Family Residence
  • Subtype Description: Detached
  • Directions To Property: Lucas Valley to Canyon Oak to Upper Oak Drive
  • Lot Size Acres: 0.1910
  • Stories: 3
  • Levels: Multi/Split
  • ArchitecturalStyle: Traditional
  • Special Features: None

Interior Features

  • Number Of Fireplaces: 2
  • Bedrooms: 3
  • Master Bathroom Features: Sauna
  • Half Bathrooms: 1
  • Full Bathrooms: 3
  • Living Room Features: Skylight(s)
  • Price Per Square Foot: 580.27
  • Square Footage: 2990.00
  • Bathrooms: 4
  • Fireplace Features: Electric, Living Room, Other
  • Main Level: Dining Room, Kitchen, Living Room
  • Spa Features: Spa/Hot Tub Built-In

Exterior Features

  • Lot Features: See Remarks
  • View: Garden/Greenbelt, Hills

Garage/Parking

  • Parking Features: Attached, Garage Door Opener, Interior Access
  • Total Parking Spaces: 4.00
  • Garage Spaces: 2.00
  • Driveway/Sidewalks: Paved Driveway, Paved Sidewalk

Utilities

  • Cooling: Central
  • Electric: 220 Volts in Laundry
  • Sewer: Public Sewer
  • Utilities: Public, Solar, See Remarks
  • Water Source: Public
  • Heating: Central
  • Laundry Features: Dryer Included, Washer Included

Association/Amenities

  • Association Features: See Remarks

Condo/Co-op/Association

  • Association Fee: 20
  • Association Fee Frequency: Annually
  • Association Name: Mont Marin/San Rafael Neighborhood Assoc
  • Association Phone: (000) 000-0000

Fee Information

  • Association Fee Includes: None

Lot Info

  • Assessor Parcel Number: 165-112-10
  • Lot Size Sq Ft: 8320.00

Building Info

  • Year Built: 1968

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 6, 2023
Closed on
Nov 30, 2023
Sold by
Smith Craig A and Fan Tan
Bought by
Nguyen Hung Phi and Buchwalter Simone Elissa
Seller's Agent
Tracey Broadman
Vanguard Properties
Buyer's Agent
Phoebe Reyes
Bay Area Modern Real Estate
List Price
$1,795,000
Sold Price
$1,735,000
Premium/Discount to List
-$60,000
-3.34%
Views
77
Current Estimated Value
$1,769,375

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$34,375
Avg. Annual Appreciation
0.86%
Original Mortgage
$1,388,000
Outstanding Balance
$1,365,529
Interest Rate
7.63%
Mortgage Type
New Conventional
Estimated Equity
$403,846

Purchase Details

Closed on
Sep 5, 2023
Sold by
Craig A Smith Trust and Smith Craig A
Bought by
Smith Craig A and Smith Tan Fan

Purchase Details

Closed on
Jan 23, 2007
Sold by
Smith Craig A and Smith Fan Tan
Bought by
Smith Craig A and Smith Fan Tan

Purchase Details

Closed on
Aug 2, 2005
Sold by
Smith Craig and Smith Fan Tan
Bought by
Smith Craig A and Smith Fan Tan

Purchase Details

Closed on
Jul 29, 2005
Sold by
Smith Craig and Smith Fan Tan
Bought by
Smith Craig A and Smith Fan Tan

Purchase Details

Closed on
May 13, 2005
Sold by
Topel Hans J and Topel Annegret C
Bought by
Smith Craig and Smith Fan Tan

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$850,000
Interest Rate
5.25%
Mortgage Type
Fannie Mae Freddie Mac
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Nguyen Hung Phi $1,735,000 First American Title
Smith Craig A -- None Listed On Document
Smith Craig A -- Accommodation
Smith Craig A -- --
Smith Craig A -- Fidelity National Title Co
Smith Craig $1,175,000 Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Nguyen Hung Phi $1,388,000
Previous Owner Smith Craig $850,000
Closed Smith Craig $115,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
12/05/2023 12/05/23 Sold $1,735,000 -0.6% $580 / Sq Ft
10/25/2023 10/25/23 Price Changed $1,745,000 -2.8% $584 / Sq Ft
09/06/2023 09/06/23 For Sale $1,795,000 -- $600 / Sq Ft
Source: Bay Area Real Estate Information Services (BAREIS)

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 $23,465 $1,769,700 $969,000 $800,700
2024 $22,421 $1,735,000 $950,000 $785,000
2023 $20,002 $1,563,394 $864,087 $699,307
2022 $19,206 $1,532,749 $847,149 $685,600
2021 $18,317 $1,502,698 $830,540 $672,158
2020 $18,405 $1,487,294 $822,026 $665,268
2019 $17,745 $1,458,142 $805,914 $652,228
2018 $17,558 $1,429,562 $790,118 $639,444
2017 $16,673 $1,401,543 $774,632 $626,911
2016 $16,482 $1,374,071 $759,448 $614,623
2015 $14,327 $1,162,246 $536,421 $625,825
2014 $12,326 $1,037,721 $478,948 $558,773
Source: Public Records

Agents Affiliated with this Home

  • Tracey Broadman

    Seller's Agent in 2023

    Tracey Broadman

    Vanguard Properties

    (415) 940-0171

    1 in this area

    39 Total Sales

    Tracey Broadman
    Section Image
  • Phoebe Reyes

    Buyer's Agent in 2023

    Phoebe Reyes

    Bay Area Modern Real Estate

    (415) 577-4127

    1 in this area

    92 Total Sales

    Phoebe Reyes
    Section Image
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Map

Source: Bay Area Real Estate Information Services (BAREIS)

MLS Number: 323908183

Bay Area Real Estate Information Services (BAREIS)

APN: 165-112-10

California Marin County San Rafael 94903 Mont Marin-San Rafael Park

68 Upper Oak Dr, San Rafael, CA

Not Listed for Sale

Detached

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Bay Area Real Estate Information Services (BAREIS) Listing information deemed reliable but not guaranteed. Copyright 2026 Bay Area Real Estate Information Services, Inc. All Right Reserved.

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