NOT LISTED FOR SALE

Estimated Value: $1,398,000 - $1,456,219

2 Beds
2 Baths
1,369 Sq Ft
$1,038/Sq Ft Est. Value

Last Sold September 16, 2022

Last sale price $1,150,000 $840 Per Sq Ft

Est. 24% increase in value since last sale

Current estimated payment $9,184/month

57 Days on Market

Highlights

  • Ocean View
  • Senior Community
  • Main Floor Bedroom
  • Spa
  • Open Floorplan
  • Meeting Room

About This Home

As of September 2022

This beautiful, Single-Level, attached Single Family Residence is in the prestigious 55+ community of Monarch Summit II. Elegantly Remodeled to perfection for comfort and a care-free life. Upgraded throughout with the open concept kitchen that flows easily into the dining and living areas. Amenities include a fully equipped kitchen with elegant cabinetry and countertops, Stainless appliances, Upgraded Windor windows and sliders, Adjustable Silhouette blinds with decorative casings, Vaulted/high ceilings, Gas fireplace, Soft carpeted bedrooms, Luxury bathrooms with tumbled stone showers, Travertine-style porcelain tiling flows seamlessly, blurring the lines between indoor & outdoor into the private front courtyard with security door and rear patio open to nice ocean and coastline views and breezes that can be seen/felt from the living area and owner's suite. Even the garage has been upgraded with drywall and an enclosed ceiling for additional storage overhead. Short distance to the fabulous Monarch Summit II Clubhouse area with pool and spa. Your new home is on a single-loaded cul-de-sac with a green belt out your front door, just minutes away from world famous beaches. A must see!

Last Agent to Sell the Property

Rick Carter, Esq.

Carter Group Real Estate License #01419999 Listed on: 06/15/2022

Co-Listed By

Anthony Salay

Pacific Sotheby's Int'l Realty License #01964400

Last Buyer's Agent

Annie Clougherty

Compass License #01716801

Compass

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $11,814

Year Built

  • Built in 1976

Lot Details

  • 2,822 Sq Ft Lot
  • Cul-De-Sac
  • Fenced
  • Stucco Fence

HOA Fees

  • $470 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • 2 Open Parking Spaces
  • Parking Available
  • Front Facing Garage
  • Single Garage Door

Property Views

  • Ocean
  • Coastline

Home Design

  • Planned Development
  • Slab Foundation
  • Spanish Tile Roof
  • Stucco

Interior Spaces

  • 1,369 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Ceiling Fan
  • Recessed Lighting
  • Blinds
  • Casement Windows
  • Family Room Off Kitchen
  • Living Room with Fireplace

Kitchen

  • Open to Family Room
  • Electric Oven
  • Electric Cooktop
  • Microwave
  • Dishwasher

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • 2 Full Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub with Shower
  • Walk-in Shower

Laundry

  • Laundry Room
  • Laundry in Kitchen

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Accessible Home Design

  • No Interior Steps

Outdoor Features

  • Spa
  • Tile Patio or Porch
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Central Heating and Cooling System
  • Natural Gas Connected
  • Gas Water Heater
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 70
  • Tax Tract Number 8292
  • Assessor Parcel Number 65807211
  • $20 per year additional tax assessments

Community Details

Overview

  • Senior Community
  • Monarch Summit II Association, Phone Number (949) 367-1923
  • Laguna Shores Management Corp HOA
  • Monarch Summit II Subdivision
  • Maintained Community

Amenities

  • Community Barbecue Grill
  • Meeting Room
  • Recreation Room

Recreation

  • Community Pool
  • Community Spa
  • Hiking Trails

Home Details

Home Type

Single Family

Est. Annual Taxes

$11,814

Year Built

Built in 1976

Lot Details

0

HOA Fees

$470 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: Refrigerator
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Monarch Summit II (MS2)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 65807211
  • Year Built: 1976
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1369.00 Square Feet
  • Interior Amenities: Ceiling Fan(s), Open Floorplan, Recessed Lighting
  • Stories: 1
  • Common Walls: 2+ Common Walls
  • Flooring: Carpet, Tile
  • Accessibility Features: No Interior Steps
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Fireplace Features: Living Room
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 840.03
  • Room Type: All Bedrooms Down, Living Room, Main Floor Bedroom, Main Floor Master Bedroom
  • Spa Features: Association
  • Window Features: Blinds, Casement Windows
  • Bathroom Features: Shower, Shower In Tub, Double Sinks In Master Bath, Walk-In Shower
  • Room Kitchen Features: Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • View: Coastline, Ocean
  • Fence: Yes
  • Fencing: Stucco Wall
  • Patio And Porch Features: Patio Open, Tile
  • Pool Features: Association
  • Pool Private: No
  • Roof: Spanish Tile
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 1
  • Parking: Yes
  • Parking Features: Garage Faces Front, Garage - Single Door
  • Total Parking Spaces: 4.00
  • Uncovered Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Phone Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Electric Oven, Electric Cooktop, Gas Water Heater, Microwave
  • Electric: Electricity - On Property
  • Heating Type: Central
  • Laundry Features: In Closet, In Kitchen
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Barbecue, Hiking Trails, Recreation Room, Meeting Room, Maintenance Grounds
  • Association Fee: 470.00
  • Association Fee Frequency: Monthly
  • Association Name: Monarch Summit II
  • Phone: 949-367-1923
  • Senior Community: Yes
  • Common Interest: Planned Development
  • Community Features: Curbs, Hiking, Gutters, Sidewalks, Street Lights
  • Association Management: Laguna Shores Management Corp

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac
  • Lot Size Sq Ft: 2822.00
  • Lot Size Acres: 0.0648

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2822.0000 Square Feet
  • Number Of Units In Community: 200
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 70
  • Tax Tract Number: 8292
  • TaxOtherAnnualAssessmentAmount: 20.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 15, 2022
Closed on
Aug 12, 2022
Sold by
Sequeira Family Revocable Trust
Bought by
Delaney William T and Delaney Mary Anne
Seller's Agent
Rick Carter, Esq.
Carter Group Real Estate
Buyer's Agent
Annie Clougherty
Compass
List Price
$1,160,000
Sold Price
$1,150,000
Premium/Discount to List
-$10,000
-0.86%
Views
3
Current Estimated Value
$1,421,305

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$271,305
Avg. Annual Appreciation
6.09%
Original Mortgage
$695,000
Outstanding Balance
$661,575
Interest Rate
4.63%
Mortgage Type
New Conventional
Estimated Equity
$709,011

Purchase Details

Closed on
May 10, 2016
Sold by
Sequeira Leonard J and Sequeira Lynette A
Bought by
Sequeira Lynette A and Sequeira Family Revocable Trust

Purchase Details

Listed on
Apr 13, 2015
Closed on
Apr 17, 2015
Sold by
Brundage Rebecca C
Bought by
The Sequeira Family Revocable Trust
Seller's Agent
Jim Allensworth
Coldwell Banker Realty
Buyer's Agent
Giulietta Wilson
Pacific Sotheby's Int'l Realty
List Price
$725,000
Sold Price
$725,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.36%

Purchase Details

Closed on
Mar 1, 2011
Sold by
Nivison J Richard
Bought by
Brundage Richard M and Brundage Rebecca C

Purchase Details

Closed on
Oct 15, 2002
Sold by
Nivison J Richard
Bought by
Nivison J Richard and The J Richard Nivison Trust

Purchase Details

Closed on
Nov 12, 1997
Sold by
Nivison J Richard
Bought by
Jobe Harold G and Waters Trust

Purchase Details

Closed on
Sep 19, 1995
Sold by
Mccollum Jon G and Mccollum Lucia G
Bought by
Nivison J Richard

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$111,000
Interest Rate
7.8%

Purchase Details

Closed on
Sep 15, 1995
Sold by
Jensen Paul and Jensen Flora
Bought by
Mccollum Jon G and Mccollum Lucia G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$111,000
Interest Rate
7.8%
Source: Public Records

Range of Values:

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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
Delaney William T $1,150,000 Wfg National Title
Sequeira Lynette A -- None Available
The Sequeira Family Revocable Trust $725,000 Equity Title
Brundage Richard M $430,000 Equity Title Orange County-I
Nivison J Richard -- --
Jobe Harold G -- --
Nivison J Richard $185,000 Chicago Title Co
Mccollum Jon G -- Chicago Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Delaney Mary Anne $145,713
Closed Delaney Mary Anne $103,140
Open Delaney William T $695,000
Previous Owner Nivison J Richard $111,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/16/2022 09/16/22 Sold $1,150,000 -0.9% $840 / Sq Ft
08/11/2022 08/11/22 Pending -- -- --
06/15/2022 06/15/22 For Sale $1,160,000 +60.0% $847 / Sq Ft
05/08/2015 05/08/15 Sold $725,000 0.0% $530 / Sq Ft
04/16/2015 04/16/15 Pending -- -- --
04/13/2015 04/13/15 For Sale $725,000 -- $530 / 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 $11,814 $1,196,460 $1,074,570 $121,890
2024 $11,814 $1,173,000 $1,053,500 $119,500
2023 $11,563 $1,150,000 $1,032,843 $117,157
2022 $8,295 $825,969 $709,692 $116,277
2021 $8,085 $804,983 $695,776 $109,207
2020 $8,004 $796,729 $688,641 $108,088
2019 $7,846 $781,107 $675,138 $105,969
2018 $7,694 $765,792 $661,900 $103,892
2017 $7,542 $750,777 $648,922 $101,855
2016 $7,396 $736,056 $636,198 $99,858
2015 $4,657 $458,382 $360,767 $97,615
2014 -- $449,403 $353,700 $95,703
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC22129170

California Regional Multiple Listing Service (CRMLS)

APN: 658-072-11