NOT LISTED FOR SALE

Estimated Value: $2,363,000 - $2,769,000

4 Beds
5 Baths
3,187 Sq Ft
$809/Sq Ft Est. Value

Last Sold July 28, 2020

Last sale price $1,825,000 $573 Per Sq Ft

Est. 39% increase in value since last sale

Current estimated payment $15,653/month

16 Days on Market

Highlights

  • Boathouse
  • Lake Front
  • Built-In Refrigerator
  • Westridge Elementary School Rated A+
  • Bay View
  • 2-minute walk to Lake Grove Swim Park

About This Home

As of July 2020

Live on the water this summer! Best paddleboarding location- West Bay- offers lakeside living out back door! This Larry Todd built home has wide plank hardwood floors, white custom cabinetry, high ceilings & an open floor plan. Incredible backyard w/stone fireplace, syn lawn, fire pit, water feature & racks for boards & kayaks. Fun "kids' custom clubhouse area above the boathouse. Each level has its' own lake view off private patios. Superb entertaining house and a place to call home for years!

Last Agent to Sell the Property

Kendall Bergstrom-DeLancellotti

Cascade Hasson Sotheby's International Realty License #880800210 Listed on: 06/12/2020

Cascade Hasson Sotheby's International Realty

Last Buyer's Agent

Adrian Olmstead

Cascade Hasson Sotheby's International Realty License #201218667

Cascade Hasson Sotheby's International Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $16,544

Year Built

  • Built in 2015

Lot Details

  • 4,356 Sq Ft Lot
  • Lake Front
  • Property Fronts a Bay or Harbor
  • Property fronts an easement
  • Level Lot
  • Sprinkler System

HOA Fees

  • $181 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway
  • Off-Street Parking

Property Views

  • Bay
  • Lake

Home Design

  • Traditional Architecture
  • Composition Roof
  • Shake Siding
  • Concrete Perimeter Foundation
  • Cedar

Interior Spaces

  • 3,187 Sq Ft Home
  • 3-Story Property
  • Central Vacuum
  • Gas Fireplace
  • Family Room
  • Living Room
  • Dining Room
  • Wood Flooring
  • Finished Basement
  • Natural lighting in basement
  • Laundry Room

Kitchen

  • Built-In Oven
  • Built-In Range
  • Microwave
  • Built-In Refrigerator
  • Dishwasher
  • ENERGY STAR Qualified Appliances
  • Kitchen Island
  • Quartz Countertops
  • Tile Countertops
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Soaking Tub

Outdoor Features

  • Boathouse
  • Deck
  • Patio
  • Outdoor Water Feature
  • Outdoor Fireplace

Schools

  • Westridge Elementary School
  • Lakeridge Middle School
  • Lakeridge High School

Utilities

  • 95% Forced Air Zoned Heating and Cooling System
  • Heating System Uses Gas
  • Gas Water Heater

Community Details

  • $7,500 One-Time Secondary Association Fee
  • Lake Oswego Corporation Association, Phone Number (503) 636-1422
  • Lo Waterfront West Bay Subdivision

Listing and Financial Details

  • Assessor Parcel Number 05024774

Home Details

Home Type

Single Family

Est. Annual Taxes

$16,544

Year Built

Built in 2015

Lot Details

0

HOA Fees

$181 per month

Parking

2

Listing Details

  • Standard Status: Closed
  • MLS Status: Sold
  • Property Type: Residential
  • Stories: 3
  • Year Built: 2015
  • Property Condition: Resale
  • Property Sub Type: SingleFamilyResidence
  • Architectural Style: Traditional
  • New Construction: No
  • Property Attached Yn: No
  • Open House: No
  • PublicRemarksAssociation: HOA covers lake access as each owner is purchasing a share of the lake corporation, effectively becoming a shareholder upon home closing. The pending HOA litigation refers to Kramer V. City of Lake Oswego- see attached PDF
  • Room 10 Features: Daylight,HardwoodFloors,Patio
  • Room 11 Features: EatBar,HardwoodFloors,Island,Pantry
  • Room 12 Features: BuiltinFeatures,Fireplace,GreatRoom,HardwoodFloors,Patio
  • Room 13 Features: Balcony,BeamedCeilings,ClosetOrganizer
  • Room 9 Features: Formal,HardwoodFloors
  • Special Features: VirtualTour

Interior Features

  • Total Bathrooms: 3.2
  • Fireplaces: 1
  • Interior Amenities: CentralVacuum, GarageDoorOpener, HardwoodFloors, Laundry, SoakingTub, Sprinkler
  • Room 4 Description: _4thBedroom
  • Room 4 Level: Lower
  • Basement: Daylight, Finished
  • Appliances: BuiltinOven, BuiltinRange, BuiltinRefrigerator, Dishwasher, Disposal, ENERGYSTARQualifiedAppliances, GasAppliances, Island, Microwave, Pantry, Quartz, Tile
  • Full Bathrooms: 3
  • Half Bathrooms: 2
  • Total Bedrooms: 4
  • Fireplace Features: Gas
  • Fireplace: Yes
  • Association Contact: Jeff Ward, Manager
  • BathroomsFullLowerLevel: 1
  • BathroomsFullUpperLevel: 2
  • BathroomsPartialLowerLevel: 1
  • BathroomsPartialMainLevel: 1
  • BathroomsTotalLowerLevel: 1.1
  • BathroomsTotalMainLevel: 0.1
  • BathroomsTotalUpperLevel: 2.0
  • Lot Size Range: SqFt3000to4999
  • Other Room10 Area: 256
  • Additional Room 10 Level: Lower
  • Room 11 Level: Main
  • Room 12 Level: Main
  • Room 13 Level: Upper
  • Fourth Bedroom Area: 144
  • Bedroom 7 Area: 154
  • Room 7 Description: _2ndBedroom
  • Additional Room 7 Level: Upper
  • Other Room8 Area: 169
  • Room 8 Description: _3rdBedroom
  • Additional Room 8 Level: Lower
  • Other Room9 Area: 165
  • Room 9 Description: DiningRoom
  • Additional Room 9 Level: Main

Exterior Features

  • Exterior Description: Cedar,ShakeSiding
  • Exterior Features: BoatHouse, Deck, OutdoorFireplace, Patio, Sprinkler, WaterFeature
  • Lot Size: 3,000 to 4,999 SqFt
  • Waterfront: Yes
  • Foundation Details: ConcretePerimeter
  • View: Yes
  • Lot Features: Level, Terraced
  • Road Surface Type: Paved
  • Waterfront Features: BayFront, Lake
  • Disclosures: Disclosure
  • Home Warranty: No
  • Roof: Composition
  • View: Bay,Lake

Garage/Parking

  • Garage Type: Attached
  • Parking Description: Driveway, OffStreet
  • Attached Garage: Yes
  • Garage Spaces: 2.0
  • Total Parking Spaces: 2.0

Utilities

  • Fuel Description: Gas
  • Hot Water: Gas
  • Cooling: CentralAir
  • Cooling Y N: Yes
  • Heating: ForcedAir95Plus
  • Heating Yn: Yes
  • Sewer: PublicSewer
  • Water Source: PublicWater

Condo/Co-op/Association

  • Association Amenities: LakeEasement
  • Senior Community: No
  • Association #2 Fee: 7500.0
  • Association #2 Fee Frequency: OneTime
  • Association Fee: 2170.0
  • Association Fee Frequency: Annually
  • Association Name: Lake Oswego Corporation
  • Phone: 503-636-1422
  • Association: Yes
  • Association Email: info@lakecorp.com

Association/Amenities

  • AssociationAddress: 700 McVey Ave, Lake Oswego, OR 97034
  • AssociationPendingLitigationYN: Yes
  • AssociationStatus: Active

Schools

  • Elementary School: Westridge
  • High School: Lakeridge
  • Middle Or Junior School: Lakeridge

Lot Info

  • Farm: No
  • Zoning: resid
  • Lot Size Acres: 0.1
  • Lot Size Sq Ft: 4356.0
  • Parcel #: 05024774

Green Features

  • Green Certification: No

Tax Info

  • Tax Deferral: No
  • Tax Year: 2019
  • Tax Annual Amount: 16543.61

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 12, 2020
Closed on
Jul 15, 2020
Sold by
Dunleavy Catherine and Dunleavy Michael J
Bought by
Holverson Seth T
Seller's Agent
Kendall Bergstrom-DeLancellotti
Cascade Hasson Sotheby's International Realty
Buyer's Agent
Adrian Olmstead
Cascade Hasson Sotheby's International Realty
List Price
$1,825,000
Sold Price
$1,825,000
Current Estimated Value
$2,533,621

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$708,621
Avg. Annual Appreciation
8.80%
Original Mortgage
$1,458,773
Outstanding Balance
$1,310,094
Interest Rate
3.2%
Mortgage Type
New Conventional
Estimated Equity
$1,483,952

Purchase Details

Listed on
Apr 18, 2017
Closed on
Jul 3, 2017
Sold by
Shanaberger Scott A and Shanaberger Karen L
Bought by
Dunleavy Catherine and Dunleavy Michael J
Seller's Agent
Kendall Bergstrom-DeLancellotti
Cascade Hasson Sotheby's International Realty
Buyer's Agent
Kendall Bergstrom-DeLancellotti
Cascade Hasson Sotheby's International Realty
List Price
$1,750,000
Sold Price
$1,750,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.39%
Original Mortgage
$400,000
Interest Rate
3.95%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 10, 2015
Sold by
Haladay Jay S and Haladay Renee
Bought by
Shanaberger Scott A and Shanaberger Karen L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,015,000
Interest Rate
2.75%
Mortgage Type
New Conventional

Purchase Details

Listed on
Feb 21, 2013
Closed on
Nov 27, 2013
Sold by
Colwell Judith
Bought by
Haladay Jay S and Haladay Renee
Seller's Agent
Carolyn Vivian
Oregon First
Buyer's Agent
Carolyn Vivian
Oregon First
List Price
$465,000
Sold Price
$365,000
Premium/Discount to List
-$100,000
-21.51%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
18.97%
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
Holverson Seth T $1,825,000 Fidelity National Ttl Of Or
Dunleavy Catherine $1,750,000 Fidelity Natl Title Co Of Or
Shanaberger Scott A $1,450,000 Wfg Title
Haladay Jay S $365,000 Wfg Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Holverson Seth T $1,458,773
Previous Owner Dunleavy Catherine $400,000
Previous Owner Shanaberger Scott A $1,015,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/28/2020 07/28/20 Sold $1,825,000 0.0% $573 / Sq Ft
06/28/2020 06/28/20 Pending -- -- --
06/12/2020 06/12/20 For Sale $1,825,000 +4.3% $573 / Sq Ft
07/11/2017 07/11/17 Sold $1,750,000 0.0% $569 / Sq Ft
04/19/2017 04/19/17 Pending -- -- --
04/18/2017 04/18/17 For Sale $1,750,000 +379.5% $569 / Sq Ft
11/27/2013 11/27/13 Sold $365,000 -21.5% $119 / Sq Ft
03/26/2013 03/26/13 Pending -- -- --
02/21/2013 02/21/13 For Sale $465,000 -- $151 / Sq Ft
Source: Regional Multiple Listing Service (RMLS)

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
2023 $20,000 $1,008,577 $0 $0
2022 $18,837 $979,201 $0 $0
2021 $17,398 $950,681 $0 $0
2020 $16,961 $922,992 $0 $0
2019 $16,544 $896,109 $0 $0
2018 $15,733 $870,009 $0 $0
2017 $15,180 $844,669 $0 $0
2016 $13,820 $820,067 $0 $0
2015 $9,772 $582,704 $0 $0
2014 $3,040 $178,295 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Regional Multiple Listing Service (RMLS)

MLS Number: 20484483

Regional Multiple Listing Service (RMLS)

APN: 05024774