NOT LISTED FOR SALE

1373 Phelps Ave Unit 12 San Jose, CA 95117

Castlemont Neighborhood

Estimated Value: $535,000 - $631,000

2 Beds
1 Bath
840 Sq Ft
$340/mo HOA Fee

Last Sold March 01, 2023

Last sale price $515,000 $613 Per Sq Ft

Est. 17% increase in value since last sale

Current estimated payment $4,231/month

42 Days on Market

Highlights

  • Private Pool
  • Breakfast Area or Nook
  • Laundry Facilities
  • George C. Payne Elementary School Rated A-
  • Forced Air Heating System
  • South Facing Home

About This Home

As of March 2023

Bright & spacious 2 bedrooms with 1 full bath. Upstairs unit overlooking pool and green area. Pet friendly complex. Large balcony. Covered 1 assigned carport parking & additional storage. HOA includes a pool, lush landscaping, mailboxes, additional parking for occupants with pass, separate laundry facilities, and low HOA dues. Easy Access to Light Rail, San Tomas Expy and Hwy 17! Convenient location near downtown Campbell, Santana Row, shopping malls, freeways, Campbell Community Center, parks, dining and so much more! Award winning Moreland Schools! Make this your next affordable and fabulous home or investment today!

Last Agent to Sell the Property

Alice Bidel

Intero Real Estate Services License #01414216 Listed on: 11/03/2022

Intero Real Estate Services

Last Buyer's Agent

Ronelyn Samudio

Intero Real Estate Services License #01342544

Intero Real Estate Services

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $7,213

Year Built

  • Built in 1963

Lot Details

  • 828

HOA Fees

  • $340 Monthly HOA Fees

Parking

  • 1 Carport Space

Home Design

  • Composition Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 840 Sq Ft Home
  • 1-Story Property
  • Breakfast Area or Nook

Bedrooms and Bathrooms

  • 2 Bedrooms
  • 1 Full Bathroom

Additional Features

  • Private Pool
  • South Facing Home
  • Forced Air Heating System

Listing and Financial Details

  • Assessor Parcel Number 305-12-084

Community Details

Overview

  • Association fees include common area electricity, exterior painting, garbage, insurance - common area, maintenance - common area, maintenance - exterior, pool spa or tennis, water, water / sewer
  • San Tomas Estates Association
  • Built by San Tomas Estates
  • The community has rules related to parking rules

Amenities

  • Laundry Facilities

Pet Policy

  • Pets Allowed

Property Details

Home Type

Condominium

Est. Annual Taxes

$7,213

Year Built

Built in 1963

Lot Details

0

HOA Fees

$340 per month

Listing Details

  • Subclass: Condominium
  • Restrictions: Parking Restrictions, Pets - Allowed, Pets - Rules
  • Age: 59
  • Listing Class: Residential
  • Maximum Unit Floor Number: 2
  • Structure Sq Ft: 840
  • Complex Name: San Tomas Estates
  • Year Built: 1963
  • Zoning Description: RM
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Family Room: No Family Room
  • Dining Room: Breakfast Nook
  • Living Sq Ft: 840
  • Stories: 1
  • Laundry: Community Facility
  • Maximum Numberof Bedrooms: 2
  • Minimum Numberof Bedrooms: 2
  • Full Bathrooms: 1
  • Total Bedrooms: 2

Exterior Features

  • Foundation: Concrete Perimeter
  • Roof: Composition
  • Pool: Yes
  • Property Faces: South

Garage/Parking

  • Garage Parking Features: Carport
  • Carport Min: 1

Utilities

  • Heating System: Central Forced Air - Gas
  • Sewer/Septic System: Sewer - Public

Condo/Co-op/Association

  • HOA Fees: 340
  • HOA Fee Frequency: Monthly
  • Association Fees Include: Common Area Electricity, Exterior Painting, Garbage, Insurance - Common Area, Maintenance - Common Area, Maintenance - Exterior, Pool, Spa, or Tennis, Water, Water / Sewer
  • H O A Name Text: San Tomas Estates
  • H O A Exist: Yes

Schools

  • School District: Campbell Union High
  • Elementary School: George C. Payne Elementary
  • Middle School: Moreland Middle
  • High School: Prospect High
  • High School: 241
  • Elementary School: 158
  • Middle School: 35652

Lot Info

  • Parcel Number: 305-12-084

Multi Family

  • Utilities: Public Utilities
  • Maximum Building Height: 2
  • Minimum Building Height: 2

MLS Schools

  • High School District Text: Campbell Union High
  • Elementary School Text: George C. Payne Elementary
  • High School Text: Prospect High
  • Middle School Text: Moreland Middle

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 3, 2022
Closed on
Feb 7, 2023
Sold by
Liu Karen
Bought by
Batta Shiv Kumar and Batta Aarti R
Seller's Agent
Alice Bidel
Intero Real Estate Services
Buyer's Agent
Ronelyn Samudio
Intero Real Estate Services
List Price
$498,000
Sold Price
$515,000
Premium/Discount to List
$17,000
3.41%
Current Estimated Value
$601,038

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$86,038
Avg. Annual Appreciation
6.11%
Original Mortgage
$412,000
Outstanding Balance
$401,303
Interest Rate
6.33%
Mortgage Type
New Conventional
Estimated Equity
$193,873

Purchase Details

Closed on
Jul 13, 2007
Sold by
San Tomas Estates Cooperative Inc
Bought by
Liu Karen

Purchase Details

Closed on
Nov 9, 2005
Sold by
Rittenhouse Wrenn
Bought by
San Tomas Estates Cooperative Inc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$217,600
Interest Rate
5.93%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Apr 7, 2004
Sold by
Wu Helena
Bought by
San Thomas Estates Cooperative

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$181,429
Interest Rate
5.57%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 4, 2002
Sold by
Marquez Christine
Bought by
San Tomas Estates Cooperative Inc
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
Batta Shiv Kumar $515,000 Orange Coast Title
Liu Karen -- Commonwealth Land Title Co
San Tomas Estates Cooperative Inc -- Commonwealth Land Title
San Thomas Estates Cooperative -- Commonwealth Land Title
San Tomas Estates Cooperative Inc -- Commonwealth Land Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Batta Shiv Kumar $412,000
Previous Owner Liu Karen $184,000
Previous Owner Liu Karen $70,500
Previous Owner Liu Karen $216,000
Previous Owner Liu Karen $219,000
Previous Owner Liu Karen $220,000
Previous Owner Liu Karen $233,000
Previous Owner Liu Karen $233,000
Previous Owner San Tomas Estates Cooperative Inc $217,600
Previous Owner San Thomas Estates Cooperative $181,429
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/01/2023 03/01/23 Sold $515,000 +3.4% $613 / Sq Ft
12/16/2022 12/16/22 Pending -- -- --
11/03/2022 11/03/22 For Sale $498,000 -- $593 / Sq Ft
Source: MLSListings

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 $7,213 $525,300 $262,650 $262,650
2023 $5,152 $357,258 $178,629 $178,629
2022 $5,090 $350,254 $175,127 $175,127
2021 $5,004 $343,388 $171,694 $171,694
2020 $4,933 $339,868 $169,934 $169,934
2019 $4,772 $333,204 $166,602 $166,602
2018 $4,663 $326,672 $163,336 $163,336
2017 $4,608 $320,268 $160,134 $160,134
2016 $4,337 $313,990 $156,995 $156,995
2015 $4,296 $309,274 $154,637 $154,637
2014 $4,160 $303,216 $151,608 $151,608
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MLSListings

MLS Number: ML81912213

MLSListings

APN: 305-12-084