NOT LISTED FOR SALE

Estimated Value: $4,479,000 - $5,533,000

4 Beds
2.5 Baths
3,595 Sq Ft
$1,414/Sq Ft Est. Value

Last Sold January 20, 2019

Last sale price $2,200,000 $612 Per Sq Ft

Est. 131% increase in value since last sale

Current estimated payment $29,236/month

154 Days on Market

Highlights

  • White Water Ocean Views
  • Primary Bedroom Suite
  • Open Floorplan
  • Moulton Elementary Rated A
  • Updated Kitchen
  • Cathedral Ceiling

About This Home

As of January 2019

FEATURING WHITE-WATER OCEAN VISTAS, THIS CUSTOM-BUILT HOME IS LOCATED IN PRESTIGIOUS MONARCH BAY TERRACE. THIS PRIVATE, TRANQUIL RESIDENCE IMPRESSES WITH 4 BEDROOMS PLUS AN OFFICE, 2 1/2 BATHROOMS, AND AN ABUNDANCE OF FLOOR-TO-CEILING WINDOWS THAT OFFER BEAUTIFUL NATURAL LIGHT AND HIGHLIGHT VIEWS OF THE OCEAN, SADDLEBACK MOUNTAINS, COAST AND GOLF COURSE. THE REMODELED GOURMET KITCHEN SHOWCASES A CUSTOM ISLAND, WALK-IN PANTRY, TWO SINKS, BUILT-IN DESK, BREAKFAST EATING AREA, AND OCEAN VIEWS. THE DINING ROOM ENJOYS BREATHTAKING OCEAN VIEWS AS WELL. WARM UP NEAR THE TWO FIREPLACES IN THE LIVING AND FAMILY ROOMS. SIP YOUR MORNING COFFEE ON THE OCEAN-VIEW BALCONIES. OUTDOORS BOASTS A GATED ENTRY INCLUDING A COURTYARD WITH A FOUNTAIN AND A LARGE, PRIVATE YARD. THE HOME ALSO HAS AN OVERSIZED THREE-CAR GARAGE, A SEPARATE LARGE WORKSHOP AND EXTRA STORAGE ROOMS. THE SUPERIOR LOCATION IS CLOSE TO LAGUNA BEACH, DANA POINT HARBOR, PRISTINE BEACHES, FIVE-STAR RESORTS, GOURMET RESTAURANTS, WORLD-CLASS GOLF COURSES AND CONVENIENT UPSCALE SHOPPING.

Last Agent to Sell the Property

Douglas Dunlap

Surterre Properties Inc License #00482174 Listed on: 07/09/2018

Surterre Properties Inc

Co-Listed By

Loralie Dunlap

Surterre Properties Inc License #01087993

Last Buyer's Agent

Jim Shockey

Berkshire Hathaway HomeService License #00380355

Berkshire Hathaway HomeService

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $27,211

Year Built

  • Built in 1972 | Remodeled

Lot Details

  • 0.29 Acre Lot
  • Private Yard
  • Lawn
  • Garden
  • Back and Front Yard

HOA Fees

  • $25 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available

Property Views

  • White Water Ocean
  • Coastline

Home Design

  • Split Level Home

Interior Spaces

  • 3,595 Sq Ft Home
  • Open Floorplan
  • Built-In Features
  • Crown Molding
  • Beamed Ceilings
  • Cathedral Ceiling
  • Skylights
  • Recessed Lighting
  • Entryway
  • Family Room with Fireplace
  • Great Room
  • Living Room with Fireplace
  • Dining Room
  • Den
  • Workshop
  • Storage
  • Laundry Room

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Walk-In Pantry
  • Convection Oven
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Pots and Pans Drawers
  • Utility Sink
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms | 3 Main Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • Makeup or Vanity Space
  • Dual Sinks
  • Private Water Closet
  • Hydromassage or Jetted Bathtub
  • Separate Shower

Outdoor Features

  • Living Room Balcony
  • Brick Porch or Patio
  • Exterior Lighting
  • Rain Gutters

Location

  • Suburban Location

Schools

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

Utilities

  • Cooling Available
  • Central Heating

Listing and Financial Details

  • Tax Lot 31
  • Tax Tract Number 4269
  • Assessor Parcel Number 67003309

Community Details

Overview

  • Monarch Bay Terrace Association, Phone Number (949) 460-6229

Amenities

  • Laundry Facilities

Home Details

Home Type

Single Family

Est. Annual Taxes

$27,211

Year Built

Built in 1972 | Remodeled

Lot Details

0

HOA Fees

$25 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Other Phone Description: 949-290-9351
  • Property Attached: No
  • Road Surface Type: Paved
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Property Condition: Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67003309
  • Year Built: 1972
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3595.00 Square Feet
  • Interior Amenities: Balcony, Beamed Ceilings, Built-in Features, Cathedral Ceiling(s), Crown Molding, Granite Counters, Living Room Balcony, Open Floorplan, Pantry, Recessed Lighting, Storage
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Nook, Dining Room
  • Fireplace Features: Family Room, Living Room
  • Levels: Multi/Split
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 611.96
  • Room Type: Den, Entry, Family Room, Great Room, Kitchen, Laundry, Living Room, Master Suite, Walk-In Closet, Walk-In Pantry, Workshop
  • Window Features: Skylight(s)
  • Bathroom Features: Bathtub, Shower, Double Sinks In Bath(s), Jetted Tub, Privacy Toilet Door, Separate Tub And Shower, Vanity Area, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Island, Pots & Pan Drawers, Remodeled Kitchen, Utility Sink, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • View: Coastline, Ocean, Water, White Water
  • Patio And Porch Features: Brick, Concrete, Patio
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Concrete, Oversized
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Convection Oven, Dishwasher, Disposal, Microwave, Refrigerator
  • Heating Type: Central
  • Laundry Features: Common Area, Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Call for Rules
  • Association Fee: 300.00
  • Association Fee Frequency: Annually
  • Association Name: Monarch Bay Terrace
  • Phone: 949-460-6229
  • Senior Community: No
  • Community Features: Curbs, Gutters, Sidewalks, Street Lights, Suburban

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: Back Yard, Front Yard, Garden, Lawn, Yard
  • Lot Size Sq Ft: 12750.00
  • Lot Size Acres: 0.2927

Multi Family

  • Lease Considered: No
  • Lot Size Area: 12750.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 31
  • Tax Tract Number: 4269

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 30, 2021
Sold by
Tran Nhu Q
Bought by
Tran Nhu Quynh and Nhu Quynh Tran Trust
Current Estimated Value
$5,081,741

Purchase Details

Listed on
Jul 9, 2018
Closed on
Dec 24, 2018
Sold by
White Russell
Bought by
Tran Nhu Q
Seller's Agent
Douglas Dunlap
Surterre Properties Inc
Buyer's Agent
Jim Shockey
Berkshire Hathaway HomeService
List Price
$2,895,000
Sold Price
$2,200,000
Premium/Discount to List
-$695,000
-24.01%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
13.25%
Original Mortgage
$1,650,000
Outstanding Balance
$1,450,752
Interest Rate
4.7%
Mortgage Type
New Conventional
Estimated Equity
$3,630,989

Purchase Details

Listed on
Jul 9, 2018
Closed on
Dec 6, 2018
Sold by
Calkins Wayland P and Calkins Barbara R
Bought by
Tran Nhu Q
Seller's Agent
Douglas Dunlap
Surterre Properties Inc
Buyer's Agent
Jim Shockey
Berkshire Hathaway HomeService
List Price
$2,895,000
Sold Price
$2,200,000
Premium/Discount to List
-$695,000
-24.01%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,650,000
Outstanding Balance
$1,450,752
Interest Rate
4.7%
Mortgage Type
New Conventional
Estimated Equity
$3,630,989

Purchase Details

Closed on
Dec 17, 2012
Sold by
Calkins Wayland P and Calkins Barbara R
Bought by
Calkins Wayland P and Calkins Barbara R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$938,250
Interest Rate
3.2%
Mortgage Type
Reverse Mortgage Home Equity Conversion Mortgage

Purchase Details

Closed on
Mar 24, 1997
Sold by
Calkins Wayland P and Calkins Barbara R
Bought by
Calkins Wayland P and Calkins Barbara R
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
Tran Nhu Quynh -- None Available
Tran Nhu Q -- Lawyers Title Company
Tran Nhu Q $2,200,000 Lawyers Title
Calkins Wayland P -- Placer Title Company
Calkins Wayland P -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Tran Nhu Q $1,650,000
Previous Owner Calkins Wayland P $938,250
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
01/20/2019 01/20/19 Sold $2,200,000 -11.8% $612 / Sq Ft
09/20/2018 09/20/18 Price Changed $2,495,000 -9.1% $694 / Sq Ft
07/19/2018 07/19/18 Price Changed $2,745,000 -5.2% $764 / Sq Ft
07/09/2018 07/09/18 For Sale $2,895,000 -- $805 / 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 $27,211 $2,545,883 $1,980,804 $565,079
2024 $27,211 $2,418,043 $1,941,965 $476,078
2023 $26,454 $2,370,631 $1,903,887 $466,744
2022 $25,865 $2,324,149 $1,866,556 $457,593
2021 $25,322 $2,278,578 $1,829,957 $448,621
2020 $24,831 $2,253,064 $1,811,193 $441,871
2019 $3,845 $238,272 $57,165 $181,107
2018 $4,011 $233,600 $56,044 $177,556
2017 $3,756 $229,020 $54,945 $174,075
2016 $3,534 $224,530 $53,868 $170,662
2015 $3,177 $221,158 $53,059 $168,099
2014 $3,134 $216,826 $52,019 $164,807
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC18164942

California Regional Multiple Listing Service (CRMLS)

APN: 670-033-09