NOT LISTED FOR SALE

Estimated Value: $942,794 - $1,094,000

4 Beds
3 Baths
3,279 Sq Ft
$312/Sq Ft Est. Value

Last Sold September 27, 2019

Last sale price $608,000 $185 Per Sq Ft

Est. 67% increase in value since last sale

Current estimated payment $6,130/month

74 Days on Market

Highlights

  • Golf Course Community
  • Solar Power System
  • 0.24 Acre Lot
  • Chandler Traditional Academy Independence Campus Rated A
  • Gated Community
  • Community Lake

About This Home

As of September 2019

Meticulously cared for TW Lewis home in the popular Private Gated Community of Balboa Point in Ocotillo Lakes. Fall in love with the gorgeous interior, 12 ft ceilings. remodeled bathrooms, polished travertine flooring, lush landscaping, and spacious family room w/stone accented fireplace. Gourmet kitchen includes newer Kitchen Aid stainless appliances, granite counters and stone backsplash. Exquisite master retreat has , private exit, HUGE walk-in closet, lavish bath w/his & her sinks, garden tub, and snail shower. Pool size backyard w/ grapefruit trees, built in BBQ grill and bar. Water heater & Soft Water system replaced 2015 Complete HVAC system replaced 2016. ,New Owner can enjoy the benefits of the prepaid solar lease at ZERO cost to buyer. See document tab for details

Last Agent to Sell the Property

Karin Telles

HomeSmart License #BR566916000 Listed on: 05/24/2019

HomeSmart

Last Buyer's Agent

Penney Mullins

HomeSmart License #BR565101000

HomeSmart

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,024

Year Built

  • Built in 2002

Lot Details

  • 10,434 Sq Ft Lot
  • Block Wall Fence
  • Front and Back Yard Sprinklers
  • Sprinklers on Timer
  • Grass Covered Lot

HOA Fees

Parking

  • 3 Car Garage
  • Garage Door Opener

Home Design

  • Wood Frame Construction
  • Tile Roof
  • Stone Exterior Construction
  • Stucco

Interior Spaces

  • 3,279 Sq Ft Home
  • 1-Story Property
  • Ceiling height of 9 feet or more
  • Ceiling Fan
  • Double Pane Windows
  • Low Emissivity Windows
  • Family Room with Fireplace
  • Washer and Dryer Hookup

Kitchen

  • Eat-In Kitchen
  • Electric Cooktop
  • Built-In Microwave
  • Kitchen Island
  • Granite Countertops

Flooring

  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Remodeled Bathroom
  • Primary Bathroom is a Full Bathroom
  • 3 Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub With Separate Shower Stall

Outdoor Features

  • Covered patio or porch
  • Fire Pit
  • Built-In Barbecue

Schools

  • Chandler Traditional Academy - Independence Elementary School
  • Bogle Junior High School
  • Hamilton High School

Utilities

  • Central Air
  • Heating System Uses Natural Gas
  • Water Purifier
  • Water Softener
  • High Speed Internet
  • Cable TV Available

Additional Features

  • Solar Power System
  • Property is near a bus stop

Listing and Financial Details

  • Tax Lot 114
  • Assessor Parcel Number 303-90-136

Community Details

Overview

  • Association fees include ground maintenance
  • Premier Community Association, Phone Number (480) 704-2900
  • Ocotillo Community Association, Phone Number (480) 704-2900
  • Association Phone (480) 704-2900
  • Built by TW LEWIS
  • Ocotillo Lakes/Balboa Point Subdivision, Semi Custom Floorplan
  • Community Lake

Recreation

  • Golf Course Community
  • Tennis Courts
  • Bike Trail

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,024

Year Built

Built in 2002

Lot Details

0

HOA Fees

$151 per month

Parking

3

Listing Details

  • Cross Street: Alma School and Ocotillo
  • Legal Info Range: 5E
  • Property Type: Residential
  • Ownership: Fee Simple
  • HOA #2 Name: Ocotillo Community
  • HOA #2 Phone Number: 480-704-2900
  • HOA #2 Transfer Fee: 190.0
  • HOA #2: Y
  • HOA #3 Fee: N
  • Association Fees Land Lease Fee: N
  • Recreation Center Fee 2: N
  • Recreation Center Fee: N
  • Total Monthly Fee Equivalent: 150.5
  • Basement: N
  • Cooling HVAC SEER Rating: 20
  • Updated Partial or Full Bathrooms: Full
  • Bathrooms Year Updated: 2009
  • Updated Floors: Partial
  • Items Updated Floor Yr Updated: 2009
  • Updated Heating or Cooling Units: Full
  • Items Updated Ht Cool Yr Updated: 2016
  • Updated Kitchen: Partial
  • Items Updated Kitchen Yr Updated: 2012
  • Parking Spaces Slab Parking Spaces: 3.0
  • Parking Spaces Total Covered Spaces: 3.0
  • Separate Den Office Sep Den Office: N
  • Solar Panels Grid: On
  • Solar Panelsk W: 6.0
  • Year Built: 2002
  • Tax Year: 2018
  • Directions: From Alma School, go right on Balboa Way, Right on Oleander, Right on Yosemite, Left on to Purple Sage, Purple Sage turns and becomes Glacier Way.
  • Master Model: Semi Custom
  • Property Sub Type: Single Family Residence
  • Horses: No
  • Lot Size Acres: 0.24
  • Subdivision Name: Ocotillo Lakes/Balboa Point
  • Efficiency: Solar Panels
  • Property Attached Yn: No
  • Association Fees:HOA Fee2: 94.0
  • Windows:Dual Pane: Yes
  • Cooling:Ceiling Fan(s): Yes
  • Technology:Cable TV Avail: Yes
  • Windows:Low-E: Yes
  • Cooling:Central Air: Yes
  • Features:Water Purifier: Yes
  • Water Source City Water: Yes
  • Fireplace Features Fireplace Family Rm: Yes
  • Kitchen Features:Electric Cooktop: Yes
  • Technology:High Speed Internet: Yes
  • Special Features: VirtualTour

Interior Features

  • Flooring: Carpet, Stone
  • Basement YN: No
  • Spa Features: None
  • Appliances: Electric Cooktop, Water Purifier
  • Possible Bedrooms: 4
  • Total Bedrooms: 4
  • Fireplace Features: Fire Pit, 1 Fireplace, Family Room
  • Fireplace: Yes
  • Interior Amenities: High Speed Internet, Granite Counters, Double Vanity, Eat-in Kitchen, 9+ Flat Ceilings, Soft Water Loop, Kitchen Island, Pantry, Full Bth Master Bdrm, Separate Shwr & Tub
  • Living Area: 3279.0
  • Stories: 1
  • Window Features: Low-Emissivity Windows, Dual Pane
  • Kitchen Features:Built-in Microwave: Yes
  • Kitchen Features:Kitchen Island: Yes
  • Master Bathroom:Double Sinks: Yes
  • Community Features:BikingWalking Path: Yes
  • Community Features:Comm Tennis Court(s): Yes
  • Kitchen Features Pantry: Yes
  • Other Rooms:Family Room: Yes
  • Kitchen Features:Reverse Osmosis: Yes
  • Kitchen Features:Wall Oven(s): Yes
  • Kitchen Features:Walk-in Pantry: Yes
  • Community Features:Near Bus Stop: Yes
  • KitchenFeatures:Refrigerator: Yes
  • Community Features:Gated: Yes
  • Community Features:Lake: Yes
  • Fireplace Features:Fire Pit: Yes
  • Community Features:Golf: Yes
  • Kitchen Features:Granite Counters: Yes

Exterior Features

  • Fencing: Block
  • Exterior Features: Built-in Barbecue
  • Lot Features: Sprinklers In Rear, Sprinklers In Front, Grass Front, Grass Back, Auto Timer H2O Front, Auto Timer H2O Back
  • Pool Features: None
  • Disclosures: Seller Discl Avail
  • Construction Type: Stucco, Wood Frame, Stone
  • Patio And Porch Features: Covered Patio(s)
  • Roof: Tile
  • Construction:Frame - Wood: Yes
  • Exterior Features:Covered Patio(s): Yes
  • Exterior Features:Built-in BBQ: Yes

Garage/Parking

  • Total Covered Spaces: 3.0
  • Parking Features: Garage Door Opener, Attch'd Gar Cabinets
  • Attached Garage: No
  • Garage Spaces: 3.0
  • Open Parking Spaces: 3.0
  • Parking Features:Attch_squote_d Gar Cabinets: Yes
  • Parking Features:Garage Door Opener: Yes

Utilities

  • Cooling: Central Air, Ceiling Fan(s), Programmable Thmstat
  • Heating: Natural Gas
  • Laundry Features: Wshr/Dry HookUp Only
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Water Source: City Water
  • Heating:Natural Gas: Yes

Condo/Co-op/Association

  • Community Features: Golf, Lake, Gated, Near Bus Stop, Tennis Court(s), Biking/Walking Path
  • Association #2 Fee: 56.5
  • Association #2 Fee Frequency: Monthly
  • Association Fee: 94.0
  • Association Fee Frequency: Monthly
  • Association: Ocotillo Community
  • Association Name: Balboa Way Community
  • Association Phone #2: 480-704-2900
  • Phone: 480-704-2900
  • Association: Yes

Association/Amenities

  • Association Fees:HOA YN2: Y
  • Association Fees:HOA Transfer Fee2: 190.0
  • Association Fees:HOA Paid Frequency: Monthly
  • Association Fees:HOA Name4: Balboa Way Community
  • Association Fees:HOA Telephone4: 480-7042-900
  • Association Fees:PAD Fee YN2: N
  • Association Fees:Cap ImprovementImpact Fee _percent_: $
  • Association Fee Incl:Common Area Maint3: Yes
  • Association Fees:HOA Management Company: Premier Community
  • Association Fees:HOA Paid Frequency 2: Monthly
  • Association Fees:Cap ImprovementImpact Fee 2 _percent_: $

Fee Information

  • Association Fee Includes: Maintenance Grounds

Schools

  • Elementary School: Chandler Traditional Academy - Independence
  • High School: Hamilton High School
  • Junior High Dist: Chandler Unified District
  • Middle Or Junior School: Bogle Junior High School

Lot Info

  • Land Lease: No
  • Lot Size Sq Ft: 10434.0
  • Parcel #: 303-90-136

Building Info

  • Builder Name: TW LEWIS

Tax Info

  • Tax Annual Amount: 4024.0
  • Tax Book Number: 303.00
  • Tax Lot: 114
  • Tax Map Number: 90.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 24, 2019
Closed on
Sep 17, 2019
Sold by
Trice John Mack and Trice Sherman Lynn
Bought by
Barczak Brandon and Barczak Madison
Seller's Agent
Karin Telles
HomeSmart
Buyer's Agent
Penney Mullins
HomeSmart
List Price
$675,000
Sold Price
$608,000
Premium/Discount to List
-$67,000
-9.93%
Current Estimated Value
$1,015,147

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$407,147
Avg. Annual Appreciation
9.24%
Original Mortgage
$363,000
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 4, 2019
Sold by
Trice John M and Trice Sherman L
Bought by
John M And Sherman L Trice Living Trust

Purchase Details

Closed on
Oct 10, 2018
Sold by
Trice John M and The John M And Sherman L Trice
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$412,000
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 5, 2012
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$225,000
Interest Rate
3.85%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 19, 2012
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$225,000
Interest Rate
3.85%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 25, 2011
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$280,000
Interest Rate
4.09%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 21, 2011
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$280,000
Interest Rate
4.09%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 20, 2010
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$375,000
Interest Rate
4.38%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 6, 2009
Sold by
Trice John M and Trice Sherman L
Bought by
Trice John M and Trice Sherman L

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
4.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 5, 2009
Sold by
Tooley Jerry W and Tooley June E
Bought by
Trice John M and Trice Sherman L

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
4.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 13, 2005
Sold by
Jackson Scott C
Bought by
Tooley Jerry W and Tooley June E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$90,000
Interest Rate
5.68%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 11, 2002
Sold by
T W Lewis Company
Bought by
Jackson Scott C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$185,000
Interest Rate
6.24%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 22, 2002
Sold by
Stonebridge Capital Properties Llc
Bought by
T W Lewis Company

Purchase Details

Closed on
Mar 28, 2001
Sold by
T W Lewis Company
Bought by
Stonebridge Capital Properties Llc
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area

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
Barczak Brandon $608,000 Fidelity Natl Ttl Agcy Inc
John M And Sherman L Trice Living Trust -- None Available
Trice John M -- Servicelink
Trice John M -- None Available
Trice John M -- Lsi
Trice John M -- North American Title Company
Trice John M -- North American Title Company
Trice John M -- Precision Title Agency Inc
Trice John M -- Precision Title Agency Inc
Trice John M -- The Talon Group Ocotillo
Trice John M $535,000 The Talon Group Ocotillo
Tooley Jerry W $735,000 Security Title Agency Inc
Jackson Scott C $410,442 Chicago Title Insurance Co
T W Lewis Company $225,000 Transnation Title Insurance
Stonebridge Capital Properties Llc $2,920,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Barczak Brandon $354,000
Closed Barczak Brandon $363,000
Previous Owner Trice John M $412,000
Previous Owner Trice John M $225,000
Previous Owner Trice John M $280,000
Previous Owner Trice John M $375,000
Previous Owner Trice John M $400,000
Previous Owner Tooley Jerry W $90,000
Previous Owner Jackson Scott C $189,451
Previous Owner Jackson Scott C $185,000
Closed Tooley Jerry W $2,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/27/2019 09/27/19 Sold $608,000 -3.5% $185 / Sq Ft
08/05/2019 08/05/19 Pending -- -- --
08/05/2019 08/05/19 Price Changed $629,900 0.0% $192 / Sq Ft
07/22/2019 07/22/19 Pending -- -- --
07/19/2019 07/19/19 Price Changed $629,900 -3.1% $192 / Sq Ft
06/29/2019 06/29/19 Price Changed $649,900 -2.3% $198 / Sq Ft
06/20/2019 06/20/19 Price Changed $665,000 -1.5% $203 / Sq Ft
05/23/2019 05/23/19 For Sale $675,000 -- $206 / Sq Ft
Source: Arizona Regional Multiple Listing Service (ARMLS)

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 $4,480 $55,210 -- --
2024 $4,383 $52,581 -- --
2023 $4,383 $66,760 $13,350 $53,410
2022 $4,225 $51,100 $10,220 $40,880
2021 $4,359 $49,170 $9,830 $39,340
2020 $4,332 $46,630 $9,320 $37,310
2019 $4,159 $42,920 $8,580 $34,340
2018 $4,024 $42,250 $8,450 $33,800
2017 $3,744 $41,300 $8,260 $33,040
2016 $3,578 $43,710 $8,740 $34,970
2015 $3,423 $40,700 $8,140 $32,560
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
See All Agents

Map

Source: Arizona Regional Multiple Listing Service (ARMLS)

MLS Number: 5929901

Arizona Regional Multiple Listing Service (ARMLS)

APN: 303-90-136