NOT LISTED FOR SALE

Estimated Value: $5,704,061 - $6,751,000

4 Beds
3 Baths
3,870 Sq Ft
$1,600/Sq Ft Est. Value

Last Sold December 22, 2022

Last sale price $4,600,000 $1,189 Per Sq Ft

Est. 35% increase in value since last sale

Current estimated payment $36,979/month

40 Days on Market

Highlights

  • White Water Ocean Views
  • Primary Bedroom Suite
  • Custom Home
  • Moulton Elementary Rated A
  • Ocean Side of Freeway
  • Open Floorplan

About This Home

As of December 2022

Absolutely mesmerizing white water and panoramic views from this thoughtfully designed true single-story home in Monarch Bay Terrace. The views are truly spectacular, looking down upon the waves crashing along the sand at Salt Creek, all of Monarch Beach to San Clemente, and beyond to San Diego on a clear day. High open beamed ceilings and European oak flooring shine in this spacious and thoughtfully laid out floor plan that highlights the incredible view from the moment you walk in the front door and continues into your voluminous living area and master bedroom. Expansive private atriums bring in additional light and provide more flexible space for you to bring your vision for this home to life. When you aren’t enjoying the breathtaking ocean views from your home, take advantage of the nearby premier Orange County resorts, Salt Creek Beach, Monarch Beach Golf Links, the Dana Point Headlands and Lantern Village.
There is also the opportunity for the discerning buyer to collaborate with the Seller to obtain permits, and have the home delivered with a complete to the studs redevelopment, including additions added and backyard expanded with an in ground spa. Please see the renderings. Agent has more details.

Last Agent to Sell the Property

Bryan Gerlach

Engel & Völkers Dana Point License #01906646 Listed on: 09/07/2022

Engel & Völkers Dana Point

Co-Listed By

Samantha Paez

Engel & Völkers Dana Point License #02155901

Last Buyer's Agent

Douglas Dunlap

Surterre Properties Inc License #00482174

Surterre Properties Inc

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $49,365

Year Built

  • Built in 1974

Lot Details

  • 0.28 Acre Lot
  • Cul-De-Sac
  • Sprinkler System

HOA Fees

  • $35 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • 3 Open Parking Spaces
  • Parking Available
  • Front Facing Garage
  • Driveway

Property Views

  • White Water Ocean
  • Coastline
  • Catalina
  • Panoramic
  • City Lights
  • Golf Course
  • Hills

Home Design

  • Custom Home
  • Wood Product Walls
  • Tile Roof

Interior Spaces

  • 3,870 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Beamed Ceilings
  • Cathedral Ceiling
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • French Doors
  • Entrance Foyer
  • Family Room with Fireplace
  • Great Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Living Room with Attached Deck
  • Dining Room with Fireplace
  • Home Office
  • Atrium Room
  • Storage
  • Utility Room
  • Center Hall
  • Pull Down Stairs to Attic

Kitchen

  • Eat-In Kitchen
  • Walk-In Pantry
  • Double Self-Cleaning Oven
  • Gas Oven
  • Six Burner Stove
  • Gas Range
  • Range Hood
  • Water Line To Refrigerator
  • Quartz Countertops
  • Pots and Pans Drawers
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • 3 Full Bathrooms
  • Quartz Bathroom Countertops
  • Walk-in Shower
  • Exhaust Fan In Bathroom

Laundry

  • Laundry Room
  • Gas Dryer Hookup

Accessible Home Design

  • No Interior Steps

Outdoor Features

  • Ocean Side of Freeway
  • Covered Patio or Porch
  • Lanai
  • Exterior Lighting
  • Rain Gutters

Schools

  • Moulton Elementary School
  • Niguel Hills Middle School
  • Dana Hills High School

Utilities

  • Forced Air Heating System
  • Heating System Uses Natural Gas

Community Details

  • Monarch Bay Terrace HOA, Phone Number (949) 833-2600
  • Keystone Pacific HOA
  • Monarch Bay Terrace Subdivision

Listing and Financial Details

  • Tax Lot 41
  • Tax Tract Number 4272
  • Assessor Parcel Number 67016123
  • $1,459 per year additional tax assessments

Home Details

Home Type

Single Family

Est. Annual Taxes

$49,365

Year Built

Built in 1974

Lot Details

0

HOA Fees

$35 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Zoning: R
  • Architectural Style: Custom Built
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67016123
  • Year Built: 1974
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3870.00 Square Feet
  • Interior Amenities: Beamed Ceilings, Cathedral Ceiling(s), High Ceilings, Living Room Deck Attached, Open Floorplan, Pantry, Pull Down Stairs to Attic, Recessed Lighting, Stone Counters, Storage, Wood Product Walls
  • Stories: 1
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Accessibility Features: No Interior Steps
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Door Features: French Doors
  • Eating Area: Area, Family Kitchen, Dining Room
  • Fireplace Features: Dining Room, Family Room, Living Room, Gas, Gas Starter, Great Room
  • Levels: One
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 1188.63
  • Room Type: All Bedrooms Down, Atrium, Attic, Center Hall, Entry, Foyer, Great Room, Kitchen, Laundry, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Bedroom, Master Suite, Office, Utility Room, Walk-In Closet, Walk-In Pantry
  • Window Features: Double Pane Windows
  • Bathroom Features: Shower, Exhaust Fan(s), Quartz Counters, Walk-In Shower
  • Room Kitchen Features: Pots & Pan Drawers, Quartz Counters, Stone Counters, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Exterior Features: Rain Gutters
  • View: Catalina, City Lights, Coastline, Golf Course, Hills, Ocean, Panoramic, Water, White Water
  • Patio And Porch Features: Covered, Lanai, Patio
  • Pool Private: No
  • Roof: Tile
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage, Garage Faces Front
  • Total Parking Spaces: 6.00
  • Uncovered Spaces: 3.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Double Oven, Disposal, Gas Oven, Gas Range, Range Hood, Self Cleaning Oven, Water Line to Refrigerator
  • Heating Type: Central, Fireplace(s), Forced Air, Natural Gas
  • Laundry Features: Gas Dryer Hookup, Individual Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 420.00
  • Association Fee Frequency: Annually
  • Association Name: Monarch Bay Terrace HOA
  • Phone: 949-833-2600
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights
  • Association Management: Keystone Pacific

Schools

  • School District: Capistrano Unified
  • Elementary School: Moulton
  • Middle School: Niguel Hills
  • High School: Dana Hills
  • Elementary School: Moulton
  • High School: Dana Hills
  • Middle Or Junior School: Niguel Hills
  • Elementary School #2: MOULTO
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Lot 10000-19999 Sqft, Sprinkler System
  • Lot Size Sq Ft: 12225.00
  • Lot Size Acres: 0.2806

Multi Family

  • Lease Considered: Yes
  • Lot Size Area: 12225.0000 Square Feet
  • Number Of Units Total: 1
  • Waterfront Features: Ocean Side of Freeway

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 41
  • Tax Tract Number: 4272
  • TaxOtherAnnualAssessmentAmount: 1459.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Oct 18, 2022
Sold by
Forte Living Llc
Bought by
Wuerth Michael G and Wuerth Christine
Current Estimated Value
$6,192,265

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,990,000
Interest Rate
5.38%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 23, 2021
Closed on
Dec 2, 2021
Sold by
Creed Nancy J and The Creed Trust
Bought by
Forte Living Llc
Seller's Agent
Ray E. McAfoose
Coldwell Banker Realty
Buyer's Agent
Bryan Gerlach
Engel & Völkers Dana Point
List Price
$3,950,000
Sold Price
$3,900,000
Premium/Discount to List
-$50,000
-1.27%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.94%
Original Mortgage
$3,621,530
Interest Rate
2.98%
Mortgage Type
Commercial

Purchase Details

Closed on
Feb 15, 2019
Sold by
Creed John M and Creed Nancy J
Bought by
Creed John M and Creed Nancy J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$4,545,000
Interest Rate
4.4%
Mortgage Type
Reverse Mortgage Home Equity Conversion Mortgage

Purchase Details

Listed on
Jul 14, 2012
Closed on
Nov 6, 2012
Sold by
Hilgers Cynthia D
Bought by
Creed John M and Creed Nancy J
Seller's Agent
Colleen Pestana
Rise Realty
Buyer's Agent
Ray E. McAfoose
Coldwell Banker Realty
List Price
$2,299,000
Sold Price
$1,931,000
Premium/Discount to List
-$368,000
-16.01%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.48%

Purchase Details

Closed on
Aug 24, 1993
Sold by
Hilgers Cynthia D
Bought by
Hilgers Cynthia D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$350,000
Interest Rate
7.16%
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
Wuerth Michael G $4,600,000 Pacific Coast Title
Forte Living Llc $3,900,000 Equity Title Orange County
Creed John M -- Chicago Title Company
Creed John M $1,931,000 Fidelity National Title
Hilgers Cynthia D -- Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Wuerth Michael G $2,990,000
Previous Owner Forte Living Llc $3,621,530
Previous Owner Creed John M $4,545,000
Previous Owner Hilgers Cynthia D $350,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
12/22/2022 12/22/22 Sold $4,600,000 0.0% $1,189 / Sq Ft
10/18/2022 10/18/22 Pending -- -- --
09/07/2022 09/07/22 For Sale $4,600,000 0.0% $1,189 / Sq Ft
04/08/2022 04/08/22 Rented $14,000 0.0% --
04/08/2022 04/08/22 Under Contract -- -- --
04/04/2022 04/04/22 For Rent $14,000 0.0% --
12/27/2021 12/27/21 Sold $3,900,000 -1.3% $1,008 / Sq Ft View Prior Sale
10/29/2021 10/29/21 Pending -- -- --
10/23/2021 10/23/21 For Sale $3,950,000 +104.6% $1,021 / Sq Ft
12/05/2012 12/05/12 Sold $1,931,000 -15.3% $499 / Sq Ft View Prior Sale
08/10/2012 08/10/12 Price Changed $2,279,000 -0.9% $589 / Sq Ft
07/14/2012 07/14/12 For Sale $2,299,000 -- $594 / 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 $49,365 $4,848,629 $4,318,682 $529,947
2024 $49,365 $4,729,672 $4,234,001 $495,671
2023 $47,806 $4,600,000 $4,150,981 $449,019
2022 $40,709 $3,900,000 $3,472,145 $427,855
2021 $19,980 $1,832,355 $1,318,925 $513,430
2020 $19,678 $1,813,567 $1,305,401 $508,166
2019 $19,406 $1,778,007 $1,279,805 $498,202
2018 $18,939 $1,743,145 $1,254,711 $488,434
2017 $18,512 $1,708,966 $1,230,109 $478,857
2016 $18,182 $1,675,457 $1,205,989 $469,468
2015 $17,570 $1,650,291 $1,187,874 $462,417
2014 $17,258 $1,617,965 $1,164,606 $453,359
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG22193728

California Regional Multiple Listing Service (CRMLS)

APN: 670-161-23