NOT LISTED FOR SALE

Estimated Value: $1,804,116 - $2,095,000

2 Beds
2 Baths
1,234 Sq Ft
$1,542/Sq Ft Est. Value

Last Sold May 31, 2023

Last sale price $1,655,000 $1,341 Per Sq Ft

Est. 15% increase in value since last sale

Current estimated payment $10,974/month

10 Days on Market

Highlights

  • Golf Course Community
  • Solar Power System
  • Peek-A-Boo Views
  • Concordia Elementary School Rated A
  • Updated Kitchen
  • Bamboo Flooring

About This Home

As of May 2023

Get a slice of the California Dream. Becoming harder to find, this charming, beautifully remodeled bungalow built in 1959, is positioned on a quiet ocean-view street. Simply stated, this Southwest Charmer is classic in design. Located on the 100 block, well away from the freeway and offering nearby access to excellent sandy beaches and fun surf, this home sits in an ideal spot within this extremely desirable neighborhood. Elevated up above the street for peek ocean views, this single level home offers two master bedrooms both with ensuites. The Gorgeous natural-lit living room with a cozy wood burning / gas fireplace, desk niche, and a classic archway transitions to a modern re-modeled kitchen. Step into your large entertaining backyard through the convenient access from both master bedrooms. This coastal charmer has been upgraded to solar, a tankless water heater and no maintenance, artificial grass. Additional features include: Quartz countertops, new external paint, central A/C, hardwood floors, skylights, newly re-modeled bathrooms and kitchen with Thermador appliances. The envious double car garage includes two additional driveway parking spots. The expansion potential of this property could realize ocean views from a second story and even more panorama ocean views achieved from a rooftop deck. Other values include proximity to year-round world-class surfing at Trestles to the south and walkability to downtown to the north, beachy lifestyle nearby, amazing Riviera, Lost Winds, and only 900 yards to T-street beach. Enjoy fine dining nearby, a 2.5 mile beach trail, and an overall laidback community. Homes in this prime location at this price point are rarely available. Live your dream!

Last Agent to Sell the Property

Bobbi Fuller

Engel & Völkers Dana Point License #02062056 Listed on: 04/30/2023

Engel & Völkers Dana Point

Co-Listed By

Don Atkinson

Engel & Völkers Dana Point License #01977086

Engel & Völkers Dana Point

Last Buyer's Agent

Don Atkinson

Engel & Völkers Dana Point License #01977086

Engel & Völkers Dana Point

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,547

Year Built

  • Built in 1959

Lot Details

  • 4,368 Sq Ft Lot
  • Landscaped
  • Level Lot
  • Back and Front Yard

Parking

  • 2 Car Garage
  • Parking Available
  • Single Garage Door
  • Driveway

Home Design

  • Bungalow

Interior Spaces

  • 1,234 Sq Ft Home
  • 1-Story Property
  • Crown Molding
  • Ceiling Fan
  • Recessed Lighting
  • Wood Burning Fireplace
  • Gas Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Peek-A-Boo Views

Kitchen

  • Updated Kitchen
  • Eat-In Kitchen
  • Breakfast Bar
  • Gas Range
  • Microwave
  • Ice Maker
  • Water Line To Refrigerator
  • Dishwasher
  • Quartz Countertops
  • Self-Closing Drawers
  • Disposal

Flooring

  • Bamboo
  • Wood
  • Tile
  • Vinyl

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • Remodeled Bathroom
  • 2 Full Bathrooms
  • Quartz Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Bathtub with Shower
  • Walk-in Shower
  • Linen Closet In Bathroom

Laundry

  • Laundry Room
  • Laundry in Garage
  • Washer Hookup

Eco-Friendly Details

  • Energy-Efficient Appliances
  • Grid-tied solar system exports excess electricity
  • ENERGY STAR Qualified Equipment
  • Solar Power System
  • Solar owned by seller
  • Solar Heating System

Outdoor Features

  • Slab Porch or Patio
  • Exterior Lighting

Schools

  • San Clemente High School

Utilities

  • Cooling System Powered By Gas
  • High Efficiency Air Conditioning
  • Forced Air Heating and Cooling System
  • High Efficiency Heating System
  • Vented Exhaust Fan
  • Baseboard Heating
  • 220 Volts in Garage
  • Natural Gas Connected
  • Tankless Water Heater
  • Cable TV Available

Listing and Financial Details

  • Legal Lot and Block 48 / 3
  • Tax Tract Number 822
  • Assessor Parcel Number 69214343
  • $22 per year additional tax assessments

Community Details

Overview

  • No Home Owners Association

Recreation

  • Golf Course Community
  • Water Sports
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$7,547

Year Built

Built in 1959

Lot Details

0

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Other Phone Description: 949-558-8768
  • Other Phone Number: 949-558-8768
  • Property Attached: No
  • Subdivision Name Other: Southwest
  • View: Yes
  • Architectural Style: Bungalow
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 69214343
  • Year Built: 1959
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1234.00 Square Feet
  • Interior Amenities: Ceiling Fan(s), Crown Molding, Quartz Counters, Recessed Lighting
  • Stories: 1
  • Entry Location: Ground level
  • Common Walls: No Common Walls
  • Flooring: Bamboo, Tile, Vinyl, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, Dining Room, In Kitchen
  • Entry Level: 1
  • Fireplace Features: Living Room, Gas, Gas Starter, Wood Burning
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 1341.17
  • Room Type: All Bedrooms Down, Family Room, Kitchen, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Bedroom
  • Bathroom Features: Bathtub, Shower, Shower In Tub, Double Sinks In Master Bath, Linen Closet/Storage, Privacy Toilet Door, Quartz Counters, Remodeled, Walk-In Shower
  • Room Kitchen Features: Remodeled Kitchen, Self-Closing Drawers

Exterior Features

  • Patio: Yes
  • View: Peek-A-Boo
  • Patio And Porch Features: Concrete, Patio, Patio Open, Slab
  • Pool Private: No

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Driveway, Garage, Garage - Single Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Electricity Connected, Natural Gas Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Range, Ice Maker, Microwave, Tankless Water Heater, Vented Exhaust Fan, Water Heater, Water Line to Refrigerator
  • Electric: 220 Volts in Garage, Photovoltaics on Grid, Photovoltaics Seller Owned
  • Heating Type: Baseboard, Central, Fireplace(s), Forced Air, High Efficiency, Solar
  • Laundry Features: In Garage, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Electric, Energy Star Qualified Equipment, Gas, High Efficiency
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Biking, Curbs, Golf, Hiking, Watersports, Sidewalks, Storm Drains, Street Lights

Schools

  • School District: Capistrano Unified
  • High School: San Clemente
  • High School: San Clemente
  • High School2: SANCLE

Green Features

  • Efficiency: Appliances
  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard, Landscaped, Level with Street, Walkstreet
  • Lot Size Sq Ft: 4368.00
  • Lot Size Acres: 0.1003

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4368.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Block: 3
  • Tax Census Tract: 421.16
  • Tax Lot: 48
  • Tax Tract Number: 822
  • TaxOtherAnnualAssessmentAmount: 22.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
May 16, 2024
Sold by
Shultz Christopher and Shultz Lilta L
Bought by
Shultz Family Trust and Shultz
Current Estimated Value
$1,902,279

Purchase Details

Listed on
Apr 30, 2023
Closed on
May 16, 2023
Sold by
Dorothy Jane Herriges Trust
Bought by
Shultz Christopher and Shultz Lilta L
Seller's Agent
Bobbi Fuller
Engel & Völkers Dana Point
Buyer's Agent
Don Atkinson
Engel & Völkers Dana Point
List Price
$1,495,000
Sold Price
$1,655,000
Premium/Discount to List
$160,000
10.7%
Views
51

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.95%
Original Mortgage
$1,089,000
Interest Rate
6.39%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 25, 2022
Sold by
Dorothy Jane Herriges Trust and Herriges Dorothy Jane
Bought by
Dorothy Jane Herriges Trust and Herriges

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,444,490
Interest Rate
5.81%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 17, 2006
Sold by
Herriges Dorothy Jane
Bought by
The Dorothy Jane Herriges Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$202,000
Interest Rate
6.57%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 1, 2005
Sold by
Herriges Jane D and Herriges Dorothy Jane
Bought by
The Dorothy Jane Herriges Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$75,000
Interest Rate
6.21%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Apr 14, 1995
Sold by
Donley Susan Patricia and Donley Edwin P
Bought by
Donley Edwin P and Donley Eleanor H
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
Shultz Family Trust -- None Listed On Document
Shultz Christopher $1,655,000 Stewart Title Of California
Dorothy Jane Herriges Trust -- Fnc Title
The Dorothy Jane Herriges Trust -- Accommodation
Herriges Dorothy Jane -- Fidelity National Title Co
The Dorothy Jane Herriges Trust -- --
Donley Edwin P -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Shultz Christopher $1,089,000
Previous Owner Dorothy Jane Herriges Trust $2,444,490
Previous Owner Herriges Dorothy Jane $1,995,000
Previous Owner Dorothy Jane Herriges Trust $1,148,400
Previous Owner The Dorothy Jane Herriges Trust $1,148,400
Previous Owner The Dorothy Jane Herriges Trust $1,406,276
Previous Owner Herriges Dorothy Jane $938,250
Previous Owner Herriges Dorothy Jane $202,000
Previous Owner Herriges Dorothy Jane $75,000
Previous Owner Herriges Jane D $184,500
Previous Owner Herriges Jane D $144,400
Previous Owner Herriges Jane D $109,000
Previous Owner Herriges Jane D $100,000
Previous Owner Herriges Jane D $64,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/31/2023 05/31/23 Sold $1,655,000 +10.7% $1,341 / Sq Ft
05/10/2023 05/10/23 Pending -- -- --
04/30/2023 04/30/23 For Sale $1,495,000 -- $1,212 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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 $7,547 $765,994 $735,355 $30,639
2024 $7,547 $750,975 $720,936 $30,039
2023 $16,664 $88,765 $41,525 $47,240
2022 $830 $87,025 $40,711 $46,314
2021 $813 $85,319 $39,913 $45,406
2020 $804 $84,445 $39,504 $44,941
2019 $787 $82,790 $38,730 $44,060
2018 $2,975 $81,167 $37,970 $43,197
2017 $2,938 $79,576 $37,226 $42,350
2016 $739 $78,016 $36,496 $41,520
2015 $726 $76,845 $35,948 $40,897
2014 $710 $75,340 $35,244 $40,096
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23068069

California Regional Multiple Listing Service (CRMLS)

APN: 692-143-43