NOT LISTED FOR SALE

Estimated Value: $890,716 - $1,172,000

2 Beds
2.5 Baths
2,366 Sq Ft
$416/Sq Ft Est. Value

Last Sold February 27, 2024

Last sale price $885,000 $374 Per Sq Ft

Est. 11% increase in value since last sale

Current estimated payment $6,483/month

69 Days on Market

Highlights

  • Lake Front
  • Fitness Center
  • RV Parking in Community
  • On Golf Course
  • Active Adult
  • Panoramic View

About This Home

As of February 2024

Sun City Palm Desert - Monterey. Located on one of the desirable locations in Sun City, this prized greatroom home sits above a tranquil greenbelt and lake. The south facing rear yard has an expansive stamped concrete patio with soothing water feature, built-in barbecue island & a gas/lava-rock fire pit. Panoramic views of the greenbelt and mountains can be seen from the rear yard as well as from inside the home. A gated front courtyard and leaded glass front door provides curb appeal. Inside, 10ft ceilings & transom windows provide abundant natural light. Shutters are on all but the greatroom view windows. The greatroom has custom cabinetry & a marble-trimmed gas fireplace. The kitchen has corian counters w/rounded edges, stainless appliances, and a breakfast bar. Raised-panel maple cabinetry is in the kitchen, laundry & bathrooms. The breakfast nook has a large bay window along w/a window seat that has built-in storage. The den/office has a custom built-in desk & shelving. The spacious primary suite has a slider to the rear patio & a huge walk-in closet w/built-in storage. The primary suite bathroom has dual sinks w/upgraded fixtures, an oversized spa tub & a large stall shower w/rimless glass doors; tile surfaces. The ample guest suite has a built-in desk. Its bathroom has a stall shower & tiles surfaces. The laundry room has a utility sink and plenty of room for storage. The 2+ golf cart garage has built-in storage. Furniture available outside of escrow.

Last Agent to Sell the Property

Michael Horne

Compass License #01701660 Listed on: 12/07/2023

Compass

Co-Listed By

Robert Horne

Compass License #01258187

Last Buyer's Agent

Kimberly Jones

Tarbell REALTORS

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $10,675

Year Built

  • Built in 2002

Lot Details

  • 8,276 Sq Ft Lot
  • Lake Front
  • On Golf Course
  • South Facing Home
  • Drip System Landscaping
  • Sprinklers on Timer

HOA Fees

Property Views

  • Panoramic
  • Golf Course
  • Mountain
  • Park or Greenbelt

Interior Spaces

  • 2,366 Sq Ft Home
  • 1-Story Property
  • Gas Log Fireplace
  • Great Room with Fireplace
  • Den
  • Laundry Room

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms

Parking

  • 3 Car Attached Garage
  • Side by Side Parking
  • Golf Cart Garage

Utilities

  • Two cooling system units
  • Central Heating and Cooling System
  • Heating System Uses Natural Gas

Listing and Financial Details

  • Assessor Parcel Number 752430001

Community Details

Overview

  • Active Adult
  • Association fees include clubhouse, security, cable TV
  • Sun City Subdivision, Monterey Floorplan
  • RV Parking in Community
  • Greenbelt
  • Planned Unit Development

Amenities

  • Clubhouse
  • Banquet Facilities
  • Billiard Room
  • Meeting Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Fitness Center
  • Dog Park

Security

  • Resident Manager or Management On Site
  • 24 Hour Access
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$10,675

Year Built

Built in 2002

Lot Details

0

HOA Fees

$390 per month

Listing Details

  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Property Attached/Detached: No
  • Property Orientation Faces: Leisure Faces South
  • Levels: One
  • Builder Model Name: Monterey
  • Building Number Of Stories: 1
  • List Price per Sq Ft: 379.97
  • Lp Sp Ratio: 0.9800
  • View Type: Golf Course, Panoramic, Park/Green Belt, Mountain(s)
  • Year Built: 2002
  • Co Listing Member Address: 39620 Washington St. Suite A, Palm Desert, CA 92211
  • Co Listing Member Fax: (760) 779-4488
  • Co Listing Office Address: 39620 Washington St. Suite A, Palm Desert, CA 92211
  • Listing I D: 219103824
  • Listing Member Address: 39620 Washington St. Suite A, Palm Desert, CA 92211
  • Listing Member Fax: (760) 779-4100
  • Listing Office Address: 39620 Washington St. Suite A, Palm Desert, CA 92211
  • Selling Office Address: 7898 Mission Grove Pkwy S #102, Riverside, CA 92508
  • Land Type: Fee
  • Subdivision: Sun City
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Fireplace Location: Great Room
  • Fireplace Features: Gas Log
  • Flooring: Carpet, Tile
  • Total Bedrooms: 2
  • Half Bathrooms: 1
  • Total Bathrooms: 3.00
  • Full Bathrooms: 2
  • Laundry: Individual Room
  • Estimated Sq Ft: 2366.00

Exterior Features

  • Planned Unit Development: Yes
  • View: Yes
  • Waterfront: Lake

Garage/Parking

  • Garage: Yes
  • Garage Description: Attached
  • Parking: Golf Cart Garage, Side By Side
  • Total Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Cooling Type: Air Conditioning, Dual, Central Air
  • Heating: Central, Fireplace(s)
  • Heating Fuel: Natural Gas
  • Security: 24 Hour Security, Gated Community
  • Sewer: In, Connected and Paid

Association/Amenities

  • Community Features: Golf Course Within Development, Pickle Ball Courts, Doggie Park, RV Access/Parking
  • Association #1 Frequency: Monthly
  • Association #2 Frequency: Monthly
  • Gated Community: Yes
  • Golf Course Within Development: Yes

Condo/Co-op/Association

  • Association Fees Include: Clubhouse, Security, Cable TV
  • Association Amenities: Bocce Ball Court, Tennis Courts, Management, Meeting Room, Golf Course, Fitness Center, RV Parking, Clubhouse, Billiard Room, Banquet Facilities
  • HOA Information: Yes
  • HOA Fee 1: 348.50
  • HOA Fee 2: 41.00
  • Senior Community: Yes
  • Total Monthly Association Fees: 390.00

Lot Info

  • Sprinklers: Yes
  • Assessor Parcel Number: 752430001
  • Irrigation: Drip System, Sprinkler Timer
  • Lot Location: Greenbelt, On Golf Course
  • Lot Size: 8276.00

Rental Info

  • Furnished: Unfurnished
  • Land Lease Type: Fee Simple

Multi Family

  • Total Fireplaces: 1

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 9, 2025
Sold by
Weinberg Stephen Edward and Weinberg Denise Ellen
Bought by
Stephen E Weinberg Revocable Trust and Weinberg
Current Estimated Value
$985,179

Purchase Details

Listed on
Dec 7, 2023
Closed on
Feb 1, 2024
Sold by
Savinar Lewis C and Revocab Joan
Bought by
Weinberg Stephen Edward and Weinberg Denise Ellen
Seller's Agent
Michael Horne
Compass
Buyer's Agent
Kimberly Jones
Tarbell REALTORS
List Price
$899,000
Sold Price
$885,000
Premium/Discount to List
-$14,000
-1.56%
Views
63

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.04%
Original Mortgage
$708,000
Interest Rate
6.5%
Mortgage Type
New Conventional

Purchase Details

Listed on
Nov 5, 2013
Closed on
Jan 9, 2014
Sold by
Caron Circele Maureen R
Bought by
Savinar Joan and The Lewis C Savinar & Joan Savinar Revoc
Seller's Agent
Michael Horne
Coldwell Banker Realty
Buyer's Agent
Toby Marantz
HomeSmart
List Price
$629,000
Sold Price
$624,000
Premium/Discount to List
-$5,000
-0.79%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.53%

Purchase Details

Closed on
May 15, 2006
Sold by
Caron Circele Maureen R
Bought by
Caron Circele Maureen R and The Maureen R Caron Revocable Trust

Purchase Details

Closed on
Oct 23, 2002
Sold by
Circele Gerald G
Bought by
Caron Circele Maureen R
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Stephen E Weinberg Revocable Trust -- None Listed On Document
Weinberg Stephen Edward $885,000 Equity Title Company
Savinar Joan $624,000 Equity Title Orange County-I
Caron Circele Maureen R -- None Available
Caron Circele Maureen R -- First American Title Co
Caron Circele Maureen R $491,500 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Weinberg Stephen Edward $708,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
02/27/2024 02/27/24 Sold $885,000 -1.6% $374 / Sq Ft
02/14/2024 02/14/24 Pending -- -- --
12/07/2023 12/07/23 For Sale $899,000 +44.1% $380 / Sq Ft
01/31/2014 01/31/14 Sold $624,000 -0.8% $264 / Sq Ft
01/28/2014 01/28/14 Pending -- -- --
01/02/2014 01/02/14 For Sale $629,000 +0.8% $266 / Sq Ft
12/20/2013 12/20/13 Off Market $624,000 -- --
11/05/2013 11/05/13 For Sale $629,000 -- $266 / Sq Ft
Source: California Desert Association of REALTORS®

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 $10,675 $902,700 $306,000 $596,700
2023 $10,675 $735,224 $257,327 $477,897
2022 $9,073 $720,809 $252,282 $468,527
2021 $8,877 $706,677 $247,336 $459,341
2020 $8,712 $699,432 $244,800 $454,632
2019 $8,546 $685,718 $240,000 $445,718
2018 $8,401 $672,274 $235,295 $436,979
2017 $8,317 $659,093 $230,682 $428,411
2016 $8,136 $646,170 $226,159 $420,011
2015 $8,167 $636,466 $222,763 $413,703
2014 $6,812 $532,000 $184,000 $348,000
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Desert Association of REALTORS®

MLS Number: 219103824

California Desert Association of REALTORS®

APN: 752-430-001