NOT LISTED FOR SALE

Estimated Value: $949,000 - $1,629,400

4 Beds
3 Baths
2,489 Sq Ft
$473/Sq Ft Est. Value

Last Sold January 30, 2024

Last sale price $1,600,000 $643 Per Sq Ft

Est. 26% decrease in value since last sale

Current estimated payment $6,613/month

3 Days on Market

Highlights

  • Boat Dock
  • Custom Home
  • Built-In Freezer
  • River Access
  • River View
  • 0.36 Acre Lot

About This Home

As of January 2024

This once in a lifetime classic custom home, is located on the ever-desirable lagoon for full nature views. Built in 1963 by Architect Martin Sward of Lodi, with unique and rare design features including the exterior made of stained rough sawn redwood. This house includes 4 bedrooms and 3 full baths, two being suites, one on the first level and the second tucked away in a private upstairs loft, featuring a private balcony above the secluded wine garden. The modernized kitchen features Viking range, double ovens, built-in Sub-Zero refrigerator, drawer Sub-Zero freezer, Bosch dishwasher, upgraded stone countertops, large kitchen island, and expansive water views, open to the main living space. The great room features accent-stained rough sawn redwood with fireplace, exposed wood and beam ceilings with large window sliding doors highlighting water views opening to the exterior deck. The formal sitting/dining room are open, featuring hardwood floors, wood-accent, fireplace, ceilings and water views. The mature .36 acre yard features spacious grass area, large deck wrapping all main living areas, workshop, wine cellar with breeze-air cooling unit and private wine garden. Boat dock is built in with close boat launch access. They truly don't make them like they used to.

Last Agent to Sell the Property

Beth Calder

Meridian Estates Inc. License #01997949 Listed on: 01/04/2024

Last Buyer's Agent

Ryan Sherman

Sherman & Associates RE License #01410123

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $1,976

Year Built

  • Built in 1962 | Remodeled

Lot Details

  • 0.36 Acre Lot
  • Landscaped
  • Lot Sloped Down
  • Manual Sprinklers System

HOA Fees

  • $29 Monthly HOA Fees

Parking

  • 2 Car Garage
  • 2 Carport Spaces

Home Design

  • Custom Home
  • Raised Foundation
  • Composition Roof

Interior Spaces

  • 2,489 Sq Ft Home
  • 2-Story Property
  • Beamed Ceilings
  • Fireplace With Gas Starter
  • Window Treatments
  • Family Room with Fireplace
  • 2 Fireplaces
  • Living Room
  • River Views
  • Laundry in unit

Kitchen

  • Double Oven
  • Free-Standing Electric Range
  • Built-In Freezer
  • Built-In Refrigerator
  • Dishwasher
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bedroom Upstairs
  • 3 Full Bathrooms

Home Security

  • Prewired Security
  • Fire and Smoke Detector

Outdoor Features

  • River Access
  • Covered Deck
  • Separate Outdoor Workshop
  • Pergola
  • Front Porch

Utilities

  • Central Heating and Cooling System
  • 220 Volts

Listing and Financial Details

  • Assessor Parcel Number 039-271-12

Community Details

Overview

  • Association fees include 0

Amenities

  • Community Barbecue Grill

Recreation

  • Boat Dock
  • Park

Home Details

Home Type

Single Family

Est. Annual Taxes

$1,976

Year Built

Built in 1962 | Remodeled

Lot Details

0

HOA Fees

$29 per month

Parking

2

Listing Details

  • Property Type: Residential
  • Subtype Description: Custom
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Stories: 2
  • Year Built: 1962
  • Remodeled/Updated Desc: Kitchen 11-15YR
  • ResoPropertyType: Residential
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Built-In Freezer, Built-In Refrigerator, Dishwasher, Disposal, Double Oven, Free Standing Electric Range
  • Interior Amenities: Open Beam Ceiling
  • Fireplace Features: Living Room, Family Room, Gas Starter
  • Fireplaces: 2
  • Flooring: Carpet, Tile, Wood
  • Master Bathroom Features: Shower Stall(s),Double Sinks
  • Master Bedroom Features: Closet,Ground Floor,Outside Access
  • Total Bathrooms: 3
  • Bathroom Features: Shower Stall(s),Double Sinks,Tub
  • Dining Room Features: Breakfast Nook,Formal Room
  • Family Room Features: Deck Attached,Great Room,Open Beam Ceiling
  • Kitchen Features: Breakfast Area,Island,Stone Counter,Kitchen/Family Combo
  • Living Room Features: Cathedral/Vaulted,Deck Attached
  • Main Level: Bedroom(s),Living Room,Dining Room,Family Room,Master Bedroom,Full Bath(s),Kitchen
  • Price Per Square Foot: 642.83
  • Square Footage: 2489.00
  • Window Features: Window Coverings

Exterior Features

  • Other Structures: Pergola, Workshop
  • Construction Materials: Wood
  • Disclosures/Documents: Association Docs
  • Foundation: Raised
  • Home Warranty: No
  • Horse Property: No
  • Listing Price: 1850000.00
  • Lot Features: Manual Sprinkler F&R, River Access, Landscape Back, Landscape Front
  • Patio And Porch Features: Front Porch, Back Porch, Covered Deck, Uncovered Deck
  • Pool: No
  • Roof: Composition
  • Spa: No
  • Topography: Downslope
  • View Description: River

Garage/Parking

  • Carport Spaces: 2.00
  • Garage Spaces: 2.00
  • Parking Features: Boat Dock, Covered
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Security: Security System Prewired, Smoke Detector
  • Sewer: Public Sewer
  • Utilities: Public
  • Cooling: Central
  • Electric: 220 Volts
  • Heating: Central
  • Laundry Features: Cabinets, Inside Room
  • Water Source: Public

Condo/Co-op/Association

  • Association Features: Barbeque, Park, Other
  • Association Fee: 350
  • Association Fee Frequency: Annually
  • Association Fee Includes: 0
  • Association: Yes
  • Senior Community: No
  • ResoAssociationFeeFrequency: Annually

Association/Amenities

  • Mandatory Association: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: SFR
  • Irrigation: None
  • Lot Size Acres: 0.3571
  • Lot Size Sq Ft: 15555.00
  • ResoLotSizeUnits: Acres

Tax Info

  • Assessor Parcel Number: 039-271-12
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 4, 2024
Closed on
Jan 23, 2024
Sold by
Burlington Family Revocable Trust
Bought by
Vernon Family Trust and Vernon
Seller's Agent
Beth Calder
Meridian Estates Inc.
Buyer's Agent
Ryan Sherman
Sherman & Associates RE
List Price
$1,850,000
Sold Price
$1,600,000
Premium/Discount to List
-$250,000
-13.51%
Views
81
Current Estimated Value
$1,178,133

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$421,867
Avg. Annual Appreciation
-19.41%
Original Mortgage
$900,000
Outstanding Balance
$887,930
Interest Rate
6.38%
Mortgage Type
New Conventional
Estimated Equity
$254,672

Purchase Details

Closed on
Dec 24, 1997
Sold by
Norma Burlington
Bought by
Burlington Bruce A

Purchase Details

Closed on
Oct 28, 1997
Sold by
Bruce Burlington
Bought by
Burlington Bruce A and Burlington Norma Jean
Source: Public Records

Range of Values:

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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
Vernon Family Trust $1,600,000 Old Republic Title
Burlington Bruce A -- Central Valley Title Company
Burlington Bruce A -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Vernon Family Trust $900,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/30/2024 01/30/24 Sold $1,600,000 -13.5% $643 / Sq Ft
01/07/2024 01/07/24 Pending -- -- --
01/04/2024 01/04/24 For Sale $1,850,000 -- $743 / 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 $1,976 $187,634 $33,644 $153,990
2023 $1,933 $183,956 $32,985 $150,971
2022 $1,889 $180,350 $32,339 $148,011
2021 $1,922 $176,814 $31,705 $145,109
2020 $1,871 $175,002 $31,380 $143,622
2019 $1,832 $171,571 $30,765 $140,806
2018 $1,805 $168,208 $30,162 $138,046
2017 $1,763 $164,911 $29,571 $135,340
2016 $1,652 $161,678 $28,991 $132,687
2014 $1,610 $156,131 $27,997 $128,134
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MetroList

MLS Number: 224001098

MetroList

APN: 039-271-12