NOT LISTED FOR SALE

Estimated Value: $3,447,000 - $3,956,820

3 Beds
2.5 Baths
2,306 Sq Ft
$1,649/Sq Ft Est. Value

Last Sold May 28, 2015

Last sale price $1,150,000 $499 Per Sq Ft

Est. 231% increase in value since last sale

Current estimated payment $21,779/month

Highlights

  • Ocean View
  • Primary Bedroom Suite
  • Retreat
  • Moulton Elementary Rated A
  • 15,300 Sq Ft lot
  • Corner Lot

About This Home

As of July 2016

Monarch Bay Terrace single level home, city lights, golf course, mountain view home! This home is situated on a corner lot in the heart of Monarch Beach. Three bedrooms two and a half bathrooms. Great floor plan ,open and spacious, upgraded kitchen & baths with granite, high ceilings, huge back balcony with expansive views. Very clean. Best priced home in Dana Point!
Owner will consider a month to month shorter term lease with a minimum commitment of 6 months.

Last Agent to Rent the Property

Julia Kim

Call Realty License #01893179 Listed on: 06/09/2016

Last Renter's Agent

Julia Kim

Call Realty License #01893179 Listed on: 06/09/2016

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $19,378

Year Built

  • Built in 1974

Lot Details

  • 0.35 Acre Lot
  • Corner Lot

Parking

  • 2 Car Garage

Property Views

  • Ocean
  • Coastline
  • Golf Course
  • Neighborhood

Interior Spaces

  • 2,306 Sq Ft Home
  • Formal Entry
  • Great Room
  • Family Room
  • Living Room
  • Dining Room with Fireplace

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Retreat
  • Primary Bedroom on Main
  • Primary Bedroom Suite

Outdoor Features

  • Exterior Lighting
  • Rain Gutters

Utilities

  • Central Air

Community Details

  • Property has a Home Owners Association
  • Mountainous Community

Listing and Financial Details

  • Security Deposit $4,000
  • Rent includes association dues, gardener
  • Tax Lot 4
  • Tax Tract Number 4272
  • Assessor Parcel Number 67016101

Home Details

Home Type

Single Family

Est. Annual Taxes

$19,378

Year Built

Built in 1974

Lot Details

0

Parking

2

Rental Info

  • Cashiers Check: 1ST Month Rent, Pet Deposit, Security Deposit
  • Credit Check Paid By: Tenant
  • Deposit Key: 50
  • Deposit Pets: 500
  • Deposit Security: 4000
  • Furnished: Unfurnished
  • Pets Allowed: Call
  • Transfer Fee Paid By: Tenant

Listing Details

  • Other Phone Description: Julia Kim
  • Other Phone Number: 4243323204
  • Property Attached: No
  • Subdivision Name Other: Pointe Monarch (PMON)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential Lease
  • Parcel Number: 67016101
  • Year Built: 1974
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2306.00
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Fireplace Features: Dining Room
  • Levels: One
  • Price Per Square Foot: 1.73
  • Room Type: Family Room, Formal Entry, Foyer, Great Room, Living Room, Master Bedroom, Main Floor Bedroom, Main Floor Master Bedroom, Master Suite, Retreat

Exterior Features

  • View: Coastline, Golf Course, Neighborhood, Ocean
  • Pool Private: No

Garage/Parking

  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Connected
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Senior Community: No
  • Community Features: Curbs, Gutters, Mountainous, Sidewalks, Street Lights, Storm Drains

Schools

  • School District: Capistrano Unified

Lot Info

  • Lot Features: Corner Lot
  • Lot Size Sq Ft: 15300.00
  • Price Per Lot Square Foot: 0.26

Multi Family

  • Insurance Water Furniture: No
  • Lease Term: Negotiable
  • Rent Includes: Association Dues, Gardener

Tax Info

  • Tax Lot: 4
  • Tax Tract Number: 4272

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 29, 2015
Closed on
Sep 3, 2015
Sold by
Schlack Michael and Schlack Alaine J
Bought by
Schlack Family Trust
Seller's Agent
Sheri Sandler
Realty One Group West
Buyer's Agent
Julia Kim
Call Realty
Sold Price
$4,000
Current Estimated Value
$3,803,205

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$3,799,205

Purchase Details

Listed on
Sep 10, 2014
Closed on
Apr 10, 2015
Sold by
Wall Violet M
Bought by
Schlack Michael and Schlack Aline J
Seller's Agent
Andrea Ballesteros
Coldwell Banker Realty
Buyer's Agent
Sheri Sandler
Realty One Group West
List Price
$1,495,000
Sold Price
$1,150,000
Premium/Discount to List
-$345,000
-23.08%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.20%
Original Mortgage
$700,000
Interest Rate
3%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
May 19, 2009
Sold by
Wall Violet M
Bought by
Wall Violet M and Trust A Of The Wall Family Trust

Purchase Details

Closed on
May 9, 2008
Sold by
Leshinski Robert S and Leshinki Barbara Kasch
Bought by
Wall Violet M and The Wall Family Trust

Purchase Details

Closed on
Jan 9, 2002
Sold by
Relantis
Bought by
Leshinski Robert S and Leshinski Barbara Kasch

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$577,425
Interest Rate
6.84%

Purchase Details

Closed on
Apr 27, 2001
Sold by
Union Bank Of California Na
Bought by
Anderson Joseph F

Purchase Details

Closed on
Apr 12, 2001
Sold by
Anderson Joseph F
Bought by
Relantis

Purchase Details

Closed on
Oct 24, 2000
Sold by
Anderson Joseph F
Bought by
Anderson Joseph F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$100,000
Interest Rate
3.95%

Purchase Details

Closed on
Jun 7, 1996
Sold by
Virginia Shefflin
Bought by
Shefflin Virginia Deming and Virginia Deming Shefflin Living Trust

Purchase Details

Closed on
May 16, 1995
Sold by
Quick John R and Quick Andrea C
Bought by
Shefflin Virginia
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Schlack Family Trust -- None Available
Schlack Michael $1,150,000 California Title Company
Wall Violet M -- None Available
Wall Violet M $1,070,000 Chicago Title Company
Leshinski Robert S $770,000 Southland Title Corporation
Anderson Joseph F -- Southland Title Corporation
Relantis -- --
Anderson Joseph F -- Chicago Title Co
Shefflin Virginia Deming -- --
Shefflin Virginia $385,000 Chicago Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Schlack Michael $700,000
Previous Owner Leshinski Robert S $577,425
Previous Owner Anderson Joseph F $100,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
07/01/2016 07/01/16 Rented $4,000 0.0% --
06/09/2016 06/09/16 For Rent $4,000 0.0% --
07/06/2015 07/06/15 Rented $4,000 -13.0% --
06/06/2015 06/06/15 Under Contract -- -- --
05/29/2015 05/29/15 For Rent $4,600 0.0% --
05/28/2015 05/28/15 Sold $1,150,000 -14.8% $511 / Sq Ft View Prior Sale
03/24/2015 03/24/15 Pending -- -- --
02/02/2015 02/02/15 Price Changed $1,349,900 -9.7% $600 / Sq Ft
09/10/2014 09/10/14 For Sale $1,495,000 -- $664 / 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 $19,378 $1,694,635 $1,021,572 $673,063
2024 $19,378 $1,661,407 $1,001,541 $659,866
2023 $18,505 $1,628,831 $981,903 $646,928
2022 $18,276 $1,596,894 $962,650 $634,244
2021 $17,775 $1,565,583 $943,775 $621,808
2020 $17,300 $1,549,530 $934,097 $615,433
2019 $16,853 $1,519,148 $915,782 $603,366
2018 $16,371 $1,489,361 $897,825 $591,536
2017 $13,192 $1,190,887 $880,221 $310,666
2016 $12,903 $1,167,537 $862,962 $304,575
2015 $12,601 $1,169,418 $889,239 $280,179
2014 -- $1,146,511 $871,820 $274,691
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PV16124389

California Regional Multiple Listing Service (CRMLS)

APN: 670-161-01