NOT LISTED FOR SALE

Estimated Value: $4,474,000 - $5,284,000

3 Beds
2 Baths
2,418 Sq Ft
$2,003/Sq Ft Est. Value

Last Sold March 04, 2024

Last sale price $4,200,000 $1,737 Per Sq Ft

Est. 15% increase in value since last sale

Current estimated payment $27,937/month

12 Days on Market

Highlights

  • Ocean View
  • In Ground Pool
  • Updated Kitchen
  • Moulton Elementary Rated A
  • Primary Bedroom Suite
  • Open Floorplan

About This Home

As of March 2024

Spectacular Mid Century Modern with ocean, Catalina & hill views from this single-story Monarch Bay Terrace home overlooking Monarch Bay! Features include open spacious floor plan with expansive floor to ceiling windows bringing in lots of light and ocean views from every room! This inviting 3 bedroom, 2 bath home flows nicely around the beautiful pool/
spa with ocean views creating easy indoor/outdoor living. Remodeled kitchen with new cabinets, quartz countertops, Italian Bertazzoni range, 14 wine bottle + beverage undercounter fridge, and Kitchen-Aid dishwasher & refrigerator, natural mahogany woodwork and island opening to family room. Living room and dining room have ocean views and share fireplace. Primary bedroom has views of pool and ocean! Primary bathroom is tastefully remodeled with 2 separate vanities, stand alone tub, new cabinets and quartz counter-tops, statement tile wall, expanded shower, walk-in closet and an adjacent Zen courtyard with infra-red sauna. New pergola with built-in firepit is a perfect spot to watch the sunset! New cabinets in laundry area. New ceiling fans and light fixtures in all bedrooms. New outdoor pool bar. Its your own private resort! Located close to Salt Creek Beach, walking & biking trails, Five-star resorts Ritz Carlton, Waldorf Astoria, Montage, golf courses, Dana Point harbor, shops and restaurants.

Last Agent to Sell the Property

Terri Trinidad

Surterre Properties Brokerage Phone: 949-929-5865 License #00904888 Listed on: 02/03/2024

Surterre Properties

Last Buyer's Agent

Amy Calvert

Coldwell Banker Realty License #01859117

Coldwell Banker Realty

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1962 | Remodeled

Lot Details

  • 9,900 Sq Ft Lot
  • Glass Fence
  • Partially Fenced Property
  • Front and Back Yard Sprinklers
  • Density is up to 1 Unit/Acre

HOA Fees

  • $35 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available

Property Views

  • Ocean
  • Catalina
  • Hills
  • Pool

Home Design

  • Entry on the 1st floor

Interior Spaces

  • 2,418 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Cathedral Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Gas Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Home Office
  • Atrium Room
  • Stone Flooring
  • Fire and Smoke Detector

Kitchen

  • Updated Kitchen
  • Open to Family Room
  • Eat-In Kitchen
  • Gas Oven
  • Six Burner Stove
  • Gas Range
  • Dishwasher
  • Kitchen Island
  • Quartz Countertops
  • Self-Closing Drawers
  • Disposal

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Primary Bedroom on Main
  • Primary Bedroom Suite
  • Walk-In Closet
  • Upgraded Bathroom
  • Bathroom on Main Level
  • 2 Full Bathrooms
  • Tile Bathroom Countertop
  • Dual Vanity Sinks in Primary Bathroom
  • Soaking Tub
  • Multiple Shower Heads
  • Separate Shower
  • Exhaust Fan In Bathroom
  • Closet In Bathroom

Laundry

  • Laundry Room
  • Gas Dryer Hookup

Pool

  • In Ground Pool
  • Heated Spa

Outdoor Features

  • Open Patio
  • Exterior Lighting

Schools

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

Additional Features

  • No Interior Steps
  • Forced Air Heating and Cooling System

Community Details

  • Monarch Bay Terrace Association, Phone Number (949) 833-2699
  • Keystone HOA
  • Monarch Bay Terrace Subdivision

Listing and Financial Details

  • Tax Lot 48
  • Tax Tract Number 3845
  • Assessor Parcel Number 67008309
  • $1,857 per year additional tax assessments

Home Details

Home Type

Single Family

Year Built

Built in 1962 | Remodeled

Lot Details

9,900 Sq Ft Lot

HOA Fees

$35 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Security: Smoke Detector(s)
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Property Condition: Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67008309
  • Year Built: 1962
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2418.00 Square Feet
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fan(s), Open Floorplan, Recessed Lighting
  • Stories: 1
  • Common Walls: No Common Walls
  • Flooring: Stone
  • Accessibility Features: No Interior Steps
  • Appliances: Yes
  • Full Bathrooms: 2
  • Total Bedrooms: 3
  • Eating Area: Dining Room, In Kitchen
  • Entry Level: 1
  • Fireplace Features: Living Room, Gas
  • Levels: One
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 1736.97
  • Room Type: Atrium, Family Room, Laundry, Living Room, Main Floor Bedroom, Main Floor Primary Bedroom, Primary Bathroom, Primary Bedroom, Primary Suite, Office, Walk-In Closet
  • Spa Features: Private, Heated
  • Bathroom Features: Bathtub, Shower, Closet In Bathroom, Double Sinks In Primary Bath, Dual Shower Heads (or Multiple), Exhaust Fan(s), Main Floor Full Bath, Separate Tub And Shower, Soaking Tub, Tile Counters, Upgraded, Walk-In Shower
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Quartz Counters, Remodeled Kitchen, Self-Closing Drawers

Exterior Features

  • Patio: Yes
  • View: Catalina, Hills, Ocean, Pool
  • Fence: Yes
  • Fencing: Glass, Partial
  • Patio And Porch Features: Patio, Patio Open
  • Pool Features: Private, In Ground
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage
  • Total Parking Spaces: 2.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Disposal, Gas Oven, Gas Range, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Gas Dryer Hookup, Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Call for Rules
  • Association Fee: 420.00
  • Association Fee Frequency: Annually
  • Association Name: Monarch Bay Terrace
  • Phone: 949-833-2699
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights
  • Association Management: Keystone

Schools

  • 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: 0-1 Unit/Acre, Lot 6500-9999, Sprinkler System, Sprinklers In Front, Sprinklers In Rear
  • Lot Size Sq Ft: 9900.00
  • Lot Size Acres: 0.2273

Multi Family

  • Lease Considered: No
  • Lot Size Area: 9900.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 48
  • Tax Tract Number: 3845
  • TaxOtherAnnualAssessmentAmount: 1857.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 3, 2024
Closed on
Feb 28, 2024
Sold by
Kristin M Weston Revocable Trust
Bought by
Craig Morris Driver And Catherine Burt Driver and Driver
Seller's Agent
Terri Trinidad
Surterre Properties
Buyer's Agent
Amy Calvert
Coldwell Banker Realty
List Price
$4,800,000
Sold Price
$4,200,000
Premium/Discount to List
-$600,000
-12.5%
Views
47
Current Estimated Value
$4,842,812

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$642,812
Avg. Annual Appreciation
7.27%
Original Mortgage
$1,425,999
Outstanding Balance
$1,402,146
Interest Rate
6.6%
Mortgage Type
New Conventional
Estimated Equity
$3,440,666

Purchase Details

Closed on
Aug 9, 2022
Sold by
Weston Kristin M and Weston Dwayne W
Bought by
Kristin M Weston Revocable Trust

Purchase Details

Listed on
Mar 16, 2021
Closed on
Apr 12, 2021
Sold by
Koa Wood Llc
Bought by
Nimsger Kristin Marie
Seller's Agent
Sue Stanton
Coldwell Banker Realty
Buyer's Agent
Terri Trinidad
Surterre Properties
List Price
$3,195,000
Sold Price
$2,875,000
Premium/Discount to List
-$320,000
-10.02%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.35%
Original Mortgage
$2,012,500
Interest Rate
4%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jul 11, 2016
Closed on
Jun 16, 2016
Sold by
Frederick Jane L
Bought by
Koa Wood Llc
Seller's Agent
Sue Stanton
Coldwell Banker Realty
Buyer's Agent
Ken Carr
Pacific Sotheby's Int'l Realty
Sold Price
$6,700

Purchase Details

Closed on
Jan 18, 2011
Sold by
Frederick Jane L
Bought by
Frederick Jane L and Jane L Frederick Revocable Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$417,000
Interest Rate
4.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 25, 2003
Sold by
Frederick Jane L
Bought by
Frederick Jane L and Jane L Frederick Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$703,000
Interest Rate
5.84%

Purchase Details

Closed on
Aug 26, 2002
Sold by
Frederick Jane L
Bought by
Frederick Jane L and Jane L Frederick Revocable Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$706,334
Interest Rate
6.29%

Purchase Details

Closed on
Feb 18, 2000
Sold by
Joseph Ruth and Joseph Katalin Ruth
Bought by
Frederick Jane L and Jane L Frederick Revocable Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$720,000
Interest Rate
8%

Purchase Details

Closed on
Sep 2, 1998
Sold by
Ruth Joseph A
Bought by
Ruth Joseph A and Bard Ruth Katalin

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$576,000
Interest Rate
6.88%

Purchase Details

Closed on
Jul 15, 1996
Sold by
Reed Grace
Bought by
Ruth Joseph A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$394,661
Interest Rate
4.95%

Purchase Details

Closed on
Nov 9, 1993
Sold by
Mccombie James P
Bought by
Mccombie James Patrick
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Craig Morris Driver And Catherine Burt Driver $4,200,000 Lawyers Title Company
Kristin M Nimsger Revocable Trust -- Lawyers Title Company
Kristin M Weston Revocable Trust -- --
Nimsger Kristin Marie $2,875,000 Equity Title Orange County
Koa Wood Llc -- None Available
Frederick Jane L -- California Title
Frederick Jane L -- California Title Company
Frederick Jane L -- California Title Company
Frederick Jane L -- --
Frederick Jane L -- California Title Company
Frederick Jane L $900,000 First American Title Ins Co
Ruth Joseph A -- Chicago Title Co
Ruth Joseph A $439,000 Chicago Title Co
Mccombie James Patrick -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Craig Morris Driver And Catherine Burt Driver $1,425,999
Previous Owner Nimsger Kristin Marie $2,012,500
Previous Owner Frederick Jane L $417,000
Previous Owner Frederick Jane L $703,000
Previous Owner Frederick Jane L $706,334
Previous Owner Frederick Jane L $720,000
Previous Owner Ruth Joseph A $576,000
Previous Owner Ruth Joseph A $394,661
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
03/04/2024 03/04/24 Sold $4,200,000 -8.6% $1,737 / Sq Ft
02/12/2024 02/12/24 Price Changed $4,595,000 -4.3% $1,900 / Sq Ft
02/03/2024 02/03/24 For Sale $4,800,000 +67.0% $1,985 / Sq Ft
05/10/2021 05/10/21 Sold $2,875,000 -7.1% $1,189 / Sq Ft View Prior Sale
04/06/2021 04/06/21 Pending -- -- --
03/23/2021 03/23/21 Price Changed $3,095,000 -3.1% $1,280 / Sq Ft
03/16/2021 03/16/21 For Sale $3,195,000 0.0% $1,321 / Sq Ft
07/30/2016 07/30/16 Rented $6,700 0.0% --
07/11/2016 07/11/16 For Rent $6,700 0.0% --
07/09/2016 07/09/16 Off Market $6,700 -- --
07/02/2016 07/02/16 For Rent $6,700 -- --
Source: California Regional Multiple Listing Service (CRMLS)

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 $32,447 $4,284,000 $3,928,783 $355,217
2024 $32,447 $3,050,973 $2,653,020 $397,953
2023 $32,063 $2,991,150 $2,601,000 $390,150
2022 $31,589 $2,932,500 $2,550,000 $382,500
2021 $14,183 $1,283,874 $966,690 $317,184
2020 $14,500 $1,270,710 $956,778 $313,932
2019 $14,093 $1,245,795 $938,018 $307,777
2018 $13,869 $1,221,368 $919,625 $301,743
2017 $13,511 $1,197,420 $901,593 $295,827
2016 $13,149 $1,173,942 $883,915 $290,027
2015 $12,467 $1,156,309 $870,638 $285,671
2014 $12,248 $1,133,659 $853,583 $280,076
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG24024932

California Regional Multiple Listing Service (CRMLS)

APN: 670-083-09

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