NOT LISTED FOR SALE

Estimated Value: $1,171,150 - $1,300,000

4 Beds
3 Baths
3,220 Sq Ft
$379/Sq Ft Est. Value

Last Sold June 05, 2014

Last sale price $880,000 $273 Per Sq Ft

Est. 39% increase in value since last sale

Current estimated payment $7,514/month

92 Days on Market

Highlights

  • Private Pool
  • 0.34 Acre Lot
  • North Facing Home
  • Waterfront
  • 2 Fireplaces

About This Home

As of June 2014

Extraordinary setting where the lagoon meets the Mokelumne River provides an expansive water views with an amazing waterscape for this property. Gorgeous landscape grounds with pool and spa, water features, brick path terraces down to the boat dock. The residence offers a well-designed floor plan and provides expansive views to the water from most every room. All living area is on the first level and all bedrooms are on the 2nd level. (see attached information detail sheet)

Last Agent to Sell the Property

Theresa Williams

PMZ Real Estate License #00514726 Listed on: 02/07/2014

Last Buyer's Agent

Joseph Petersen

Petersen & Company License #01489372

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $10,511

Year Built

  • Built in 1989 | Remodeled

Lot Details

  • 0.34 Acre Lot
  • Waterfront
  • North Facing Home
  • Zoning described as FP

HOA Fees

  • $45 Monthly HOA Fees

Parking

  • 3 Car Garage

Home Design

  • Raised Foundation

Interior Spaces

  • 3,220 Sq Ft Home
  • 2-Story Property
  • 2 Fireplaces
  • Window Treatments

Bedrooms and Bathrooms

  • 4 Bedrooms
  • 3 Full Bathrooms

Pool

  • Private Pool
  • Spa

Community Details

  • Association fees include 0

Listing and Financial Details

  • Assessor Parcel Number 041-280-11

Home Details

Home Type

Single Family

Est. Annual Taxes

$10,511

Year Built

Built in 1989 | Remodeled

Lot Details

0

HOA Fees

$45 per month

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Detached,Custom
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Year Built: 1989
  • Stories: 2
  • Remodeled/Updated Desc: Kitchen 0-5YR
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Built-In Electric Oven,Compactor,Dishwasher,Disposal,Double Oven,Electric Cook Top,Free Standing Refrigerator,Microwave,Plumbed For Ice Maker
  • Fireplace Features: Family Room,Gas Log,Gas Piped,Living Room
  • Fireplaces: 2
  • Flooring: Laminate,Wood
  • Master Bathroom Features: Closet,Double Sinks,Shower Stall(s),Tub,Window
  • Master Bedroom Features: Balcony,Closet,Outside Access
  • Bathroom Features: Double Sinks,Shower Stall(s),Tile,Tub
  • Bathrooms: 3.00
  • Dining Room Features: Breakfast Nook,Dining Bar,Formal Room
  • Kitchen Features: Granite Counter,Kitchen/Family Combo,Pantry Cabinet
  • Room Type: Baths Other,Master Bathroom,Master Bedroom
  • Price Per Square Foot: 273.29
  • Square Footage: 3220
  • Window Features: Window Coverings

Exterior Features

  • Construction Materials: Brick,Frame,Stucco
  • Property Faces: North
  • Disclosures/Documents: CC&Rs,Pest Certification Available
  • Fencing: Back Yard,Front Yard
  • Foundation: Raised
  • Frontage Type: Waterfront
  • Horse Property: No
  • Listing Price: 950000.00
  • Lot Features: Auto Sprinkler F&R,Auto Sprinkler Front,Dead End,Street Lights,Other,Lake/River Access
  • Patio And Porch Features: Covered Deck,Covered Patio
  • Pool Features: Built-In,Gunite Construction,On Lot,Pool/Spa Combo,Heated
  • Pool: Yes
  • Property Condition: Updated/Remodeled
  • Roof: Composition,Other
  • Spa Features: Spa/Hot Tub Built-In
  • Spa: Yes
  • View Description: Special

Garage/Parking

  • Garage Spaces: 3
  • Parking Features: Attached,Boat Dock,Drive Thru Garage,Garage Door Opener,Garage Facing Front,Other
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Security: Carbon Mon Detector,Smoke Detector
  • Sewer: See Remarks
  • Utilities: All Public,Cable Available,Cable Connected,Internet Available,Natural Gas Connected
  • Cooling: Central,MultiUnits
  • Electric: 220 Volts,220 Volts in Laundry
  • Heating: Central,MultiUnits,Natural Gas
  • Laundry Features: Cabinets,Inside Room,Sink,Upper Floor
  • Water Source: Public

Condo/Co-op/Association

  • Association Fee: 540
  • Association Fee Frequency: Annually
  • Association Fee Includes: 0
  • Association: Yes

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: FP
  • Lot Size Acres: 0.3356
  • Lot Size Sq Ft: 14619

Tax Info

  • Assessor Parcel Number: 041-280-11
  • Bonds/Assessments/Taxes Description: Local Assessments
  • Bonds/Assessments/Taxes: Yes

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 7, 2014
Closed on
May 29, 2014
Sold by
Shumate William E and William E Shumate Revocable Tr
Bought by
Boyett Vernon H and Sharon N Boyett Family Trust
Seller's Agent
Theresa Williams
PMZ Real Estate
Buyer's Agent
Joseph Petersen
Petersen & Company
List Price
$950,000
Sold Price
$880,000
Premium/Discount to List
-$70,000
-7.37%
Current Estimated Value
$1,219,383

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$339,383
Avg. Annual Appreciation
2.96%
Original Mortgage
$704,000
Interest Rate
4.27%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 30, 2006
Sold by
Shumate William E
Bought by
Shumate William E and William E Shumate Revocable Tr

Purchase Details

Closed on
Oct 10, 2003
Sold by
Shumate William E and William E Shumate Revocable Tr
Bought by
Shumate William E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
6.14%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 6, 2001
Sold by
Shumate William E
Bought by
Shumate William E and The William E Shumate Revocabl

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$407,000
Interest Rate
6.84%
Mortgage Type
Unknown

Purchase Details

Closed on
Aug 29, 2001
Sold by
Stipe Robert John and Stipe Diana Gordon
Bought by
Shumate William E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$558,000
Interest Rate
7%
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
Boyett Vernon H -- Old Republic Title Company
Shumate William E -- None Available
Shumate William E -- Fidelity Natl Title Ins Co
Shumate William E -- --
Shumate William E $620,000 Old Republic Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Boyett Vernon H $585,000
Closed Boyett Vernon H $704,000
Previous Owner Shumate William E $200,000
Previous Owner Shumate William E $400,000
Previous Owner Shumate William E $407,000
Previous Owner Shumate William E $558,000
Previous Owner Stipe Robert John $248,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/05/2014 06/05/14 Sold $880,000 -7.4% $273 / Sq Ft
05/08/2014 05/08/14 Pending -- -- --
02/05/2014 02/05/14 For Sale $950,000 -- $295 / Sq Ft
Source: MetroList

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 $10,511 $984,300 $295,000 $689,300
2023 $10,580 $984,300 $295,000 $689,300
2022 $10,899 $1,016,530 $635,332 $381,198
2021 $11,095 $996,599 $622,875 $373,724
2020 $10,805 $986,381 $616,489 $369,892
2019 $10,585 $967,041 $604,401 $362,640
2018 $10,436 $948,080 $592,550 $355,530
2017 $10,201 $929,491 $580,932 $348,559
2016 $9,560 $911,267 $569,542 $341,725
2014 $7,983 $747,150 $224,145 $523,005
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MetroList

MLS Number: 14007500

MetroList

APN: 041-280-11