NOT LISTED FOR SALE

57 Santa Lucia Dana Point, CA 92629

Monarch Beach Neighborhood

Estimated Value: $2,455,000 - $3,474,000

4 Beds
4 Baths
2,077 Sq Ft
$1,477/Sq Ft Est. Value

Last Sold October 07, 2019

Last sale price $2,450,000 $1,180 Per Sq Ft

Est. 25% increase in value since last sale

Current estimated payment $18,957/month

About This Home

As of October 2019

This home has been completely customized throughout! The ocean views are spectacular from every inch of the interior as well as the ocean facing rear yard! All new doors and windows have been installed along with a custom balcony. Nothing is missing for the most discriminating home seeker! The unobstructed ocean views are one of a kind! The interior of the home has been superb customized as well as the exterior full sized balcony! All of which add the pleasure and enjoyment of a Ocean close lifestyle offers at this residence.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 6, 2019
Closed on
Sep 10, 2019
Sold by
Welliver William and Welliver Carl
Bought by
Kurtz Eric Chandler and Eric Chandler Kurtz Md Revocable Trust
Seller's Agent
Jim Shockey
Berkshire Hathaway HomeService
Buyer's Agent
Dana Wall, M.A.
Berkshire Hathaway HomeService
List Price
$2,500,000
Sold Price
$2,450,000
Premium/Discount to List
-$50,000
-2%
Current Estimated Value
$3,067,186

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$617,186
Avg. Annual Appreciation
3.82%

Purchase Details

Listed on
Nov 18, 2017
Closed on
Nov 1, 2017
Sold by
Hall Dianne R and Hall Lynn E
Bought by
Welliver William and Welliver Cari
Seller's Agent
Jim Shockey
Berkshire Hathaway HomeService
Buyer's Agent
Jim Shockey
Berkshire Hathaway HomeService
List Price
$1,595,000
Sold Price
$1,595,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
26.27%
Original Mortgage
$1,260,000
Interest Rate
3.62%
Mortgage Type
Second Mortgage Made To Cover Down Payment

Purchase Details

Closed on
Dec 17, 1999
Sold by
Hall Lynn E and Hall Dianne R
Bought by
Hall Dianne R and Hall Lynn E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$450,000
Interest Rate
3.95%

Purchase Details

Closed on
Sep 12, 1997
Sold by
Griffith Rupert E and Griffith Janet C
Bought by
Hall Lynn E and Hall Dianne R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$391,000
Interest Rate
5.95%

Purchase Details

Closed on
Feb 13, 1995
Sold by
Griffith Rupert E and Griffith Janet C
Bought by
Griffith Rupert E and Griffith Janet C

Purchase Details

Closed on
Oct 12, 1994
Sold by
Kaufman & Broad South Coast Inc
Bought by
Griffith Rupert E and Griffith Janet C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$287,100
Interest Rate
8.92%
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
Kurtz Eric Chandler $2,450,000 California Title Company
Welliver William $1,595,000 California Title Co
Hall Dianne R -- California Counties Title Co
Hall Lynn E $460,000 --
Griffith Rupert E -- --
Griffith Rupert E $383,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Welliver William $1,260,000
Previous Owner Hall Dianne R $450,000
Previous Owner Hall Lynn E $391,000
Previous Owner Griffith Rupert E $287,100
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
10/07/2019 10/07/19 Sold $2,450,000 -2.0% $1,180 / Sq Ft View Prior Sale
10/06/2019 10/06/19 Pending -- -- --
10/06/2019 10/06/19 For Sale $2,500,000 +56.7% $1,204 / Sq Ft
12/06/2017 12/06/17 Sold $1,595,000 0.0% $822 / Sq Ft View Prior Sale
11/30/2017 11/30/17 For Sale $1,595,000 0.0% $822 / Sq Ft
11/21/2017 11/21/17 Pending -- -- --
11/18/2017 11/18/17 For Sale $1,595,000 -- $822 / Sq Ft

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 $28,812 $2,679,430 $2,023,244 $656,186
2024 $28,812 $2,626,893 $1,983,573 $643,320
2023 $27,998 $2,575,386 $1,944,680 $630,706
2022 $27,433 $2,524,889 $1,906,549 $618,340
2021 $26,818 $2,475,382 $1,869,166 $606,216
2020 $26,251 $2,450,000 $1,850,000 $600,000
2019 $18,495 $1,654,344 $1,431,511 $222,833
2018 $17,497 $1,595,000 $1,403,442 $191,558
2017 $7,906 $632,874 $422,152 $210,722
2016 $7,371 $620,465 $413,874 $206,591
2015 $7,149 $611,146 $407,658 $203,488
2014 $7,033 $599,175 $399,673 $199,502
Source: Public Records

Agents Affiliated with this Home

  • Jim Shockey

    Seller's Agent in 2019

    Jim Shockey

    Berkshire Hathaway HomeService

    (949) 300-0900

    11 in this area

    21 Total Sales

    Jim Shockey
    Section Image
  • Dana Wall, M.A.

    Buyer's Agent in 2019

    Dana Wall, M.A.

    Berkshire Hathaway HomeService

    (949) 892-9598

    3 in this area

    30 Total Sales

    Dana Wall, M.A.
    Section Image
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Map

California Orange County Dana Point 92629 Monarch Beach

57 Santa Lucia, Dana Point, CA

This home is located at 57 Santa Lucia, Dana Point, CA 92629 and is currently estimated at $3,067,186, approximately $1,476 per square foot. 57 Santa Lucia is a home located in Orange County with nearby schools including John Malcom Elementary School, Marco Forster Middle School, and Dana Hills High School.

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

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