$7,500,000
SOLD MAR 21, 2025
4 Beds
3 Baths
4,100 Sq Ft
0.48 Acres

Recently Sold

$1,829 Per Sq Ft

Highlights

  • Popular Property
  • White Water Ocean Views
  • Custom Home
  • Moulton Elementary Rated A
  • Above Ground Spa
  • Open Floorplan

About This Home

As of March 2025

Sold while processing, entered for comp purposes.

Last Agent to Sell the Property

Bryan Gerlach

Engel & Völkers Dana Point Brokerage Phone: 949-241-9059 License #01906646 Listed on: 03/21/2025

Engel & Völkers Dana Point

Co-Listed By

Paul Brutoco

Engel & Völkers Dana Point Brokerage Phone: 949-241-9059 License #02146711

Last Buyer's Agent

Garrett Weston

Coldwell Banker Realty License #01385026

Coldwell Banker Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $40,469

Year Built

  • Built in 1977

Lot Details

  • 0.48 Acre Lot
  • Flag Lot

HOA Fees

  • $43 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Parking Available

Property Views

  • White Water Ocean
  • Coastline
  • Bay
  • Catalina
  • Panoramic
  • City Lights
  • Golf Course
  • Bluff
  • Mountain

Home Design

  • Custom Home

Interior Spaces

  • 4,100 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Beamed Ceilings
  • Cathedral Ceiling
  • Two Way Fireplace
  • See Through Fireplace
  • Family Room with Fireplace
  • Dining Room with Fireplace
  • L-Shaped Dining Room
  • Laundry Room

Kitchen

  • Breakfast Bar
  • Walk-In Pantry
  • Gas Oven
  • Six Burner Stove
  • Built-In Range
  • Range Hood
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Flooring

  • Wood
  • Stone

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • Walk-In Closet
  • 3 Full Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub
  • Walk-in Shower

Pool

  • Above Ground Spa
  • Fiberglass Spa

Outdoor Features

  • Deck
  • Wood patio
  • Outdoor Fireplace
  • Exterior Lighting

Location

  • Suburban Location

Utilities

  • Two cooling system units
  • Forced Air Heating and Cooling System
  • Vented Exhaust Fan

Listing and Financial Details

  • Tax Lot 80
  • Tax Tract Number 4272
  • Assessor Parcel Number 67017209
  • $2,246 per year additional tax assessments

Community Details

Overview

  • Monarch Bay Terrace Association, Phone Number (949) 668-0800
  • La Perla HOA
  • Monarch Bay Terrace Subdivision

Security

  • Resident Manager or Management On Site

Home Details

Home Type

Single Family

Est. Annual Taxes

$40,469

Year Built

Built in 1977

Lot Details

0

HOA Fees

$43 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Architectural Style: Custom Built
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67017209
  • Year Built: 1977
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4100.00 Square Feet
  • Interior Amenities: Beamed Ceilings, Cathedral Ceiling(s), Granite Counters, High Ceilings, Open Floorplan
  • Stories: 1
  • Entry Location: Front
  • Common Walls: No Common Walls
  • Flooring: Stone, Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Dining Ell, Dining Room
  • Entry Level: 1
  • Fireplace Features: Dining Room, Family Room, Outside, See Through, Two Way
  • Levels: One
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 1829.27
  • Room Type: All Bedrooms Down, Main Floor Primary Bedroom, Walk-In Closet, Walk-In Pantry
  • Spa Features: Above Ground, Fiberglass
  • Bathroom Features: Bathtub, Shower, Double Sinks In Primary Bath
  • Room Kitchen Features: Kitchen Island

Exterior Features

  • Patio: Yes
  • View: Bay, Bluff, Catalina, City Lights, Coastline, Golf Course, Mountain(s), Ocean, Panoramic, Water, White Water
  • Patio And Porch Features: Deck, Wood
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Garage
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Built-In Range, Dishwasher, Gas Oven, Gas Range, Range Hood, Refrigerator, Vented Exhaust Fan
  • Heating Type: Forced Air
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Dual
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Management
  • Association Fee: 520.00
  • Association Fee Frequency: Annually
  • Association Name: Monarch Bay Terrace
  • Phone: 949-668-0800
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights, Suburban
  • Association Management: La Perla

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Lot 20000-39999 Sqft, Flag Lot
  • Lot Size Sq Ft: 20909.00
  • Lot Size Acres: 0.4800

Multi Family

  • Lease Considered: No
  • Lot Size Area: 20909.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 80
  • Tax Tract Number: 4272
  • TaxOtherAnnualAssessmentAmount: 2246.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 26, 2023
Sold by
Houseweart Living Trust
Bought by
Houseweart Living Trust

Purchase Details

Closed on
Nov 22, 2014
Sold by
Houseweart George W and Houseweart Elizabeth A
Bought by
Houseweart Living Trust

Purchase Details

Closed on
Sep 30, 2013
Sold by
Schaffer Ira and Schaffer Denise
Bought by
Houseweart George W and Houseweart Elizabeth A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
4.13%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 22, 2000
Sold by
Creed John M and Creed Nancy J
Bought by
Schaffer Ira and Schaffer Denise

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
8.24%

Purchase Details

Closed on
Jul 22, 1998
Sold by
Bruen Charles P and Bruen Barbara L
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
$275,000
Interest Rate
6.91%
Source: Public Records

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Range of Values:

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Deed -- None Listed On Document
Interfamily Deed Transfer -- None Available
Grant Deed $3,150,000 Fidelity National Title San
Grant Deed $1,350,000 Chicago Title Co
Grant Deed $1,075,000 Chicago Title Insurance Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $1,390,000 New Conventional
Previous Owner $2,000,001 New Conventional
Previous Owner $1,000,000 New Conventional
Previous Owner $250,000 Credit Line Revolving
Previous Owner $750,000 No Value Available
Previous Owner $282,000 Unknown
Previous Owner $500,000 Credit Line Revolving
Previous Owner $275,000 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/18/2025 07/18/25 For Sale $7,950,000 +6.0% $1,708 / Sq Ft
03/21/2025 03/21/25 Sold $7,500,000 0.0% $1,829 / Sq Ft
03/21/2025 03/21/25 For Sale $7,500,000 +138.1% $1,829 / Sq Ft
12/19/2013 12/19/13 Sold $3,150,000 -12.4% $768 / Sq Ft
05/30/2013 05/30/13 For Sale $3,595,000 -- $877 / 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
2024 $40,469 $3,785,750 $3,078,637 $707,113
2023 $39,495 $3,711,520 $3,018,271 $693,249
2022 $38,660 $3,638,746 $2,959,090 $679,656
2021 $38,160 $3,567,399 $2,901,069 $666,330
2020 $37,363 $3,530,820 $2,871,322 $659,498
2019 $36,610 $3,461,589 $2,815,022 $646,567
2018 $35,759 $3,393,715 $2,759,825 $633,890
2017 $34,975 $3,327,172 $2,705,711 $621,461
2016 $34,296 $3,261,934 $2,652,658 $609,276
2015 $33,665 $3,212,937 $2,612,812 $600,125
2014 $33,116 $3,150,000 $2,561,630 $588,370
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG25061164

California Regional Multiple Listing Service (CRMLS)

APN: 670-172-09