NOT LISTED FOR SALE

Estimated Value: $1,064,895 - $1,123,000

4 Beds
3.5 Baths
3,258 Sq Ft
$338/Sq Ft Est. Value

Last Sold November 01, 2021

Last sale price $999,500 $307 Per Sq Ft

Est. 10% increase in value since last sale

Current estimated payment $6,762/month

3 Days on Market

Highlights

  • Heated Spa
  • Gated Community
  • Community Lake
  • Chandler Traditional Academy Independence Campus Rated A
  • 0.26 Acre Lot
  • Wood Flooring

About This Home

As of November 2021

No more showings Highly upgraded & remodeled luxury home in desirable neighborhood where homes rarely come on the market. Premier lake front GATED community w/ only single level homes & mature landscaping hosts this executive property with heated pool on large corner lot. Over $125,000 in recent upgrades include new windows, interior/exterior paint, plumbing fixtures, appliances, SmartHome enhancements, newer pool equipment, and remodeled kitchen. Gourmet kitchen w/ 36'' gas cooktop, warming drawer, trash compactor, wine cooler & large island. Quarter of an acre corner lot deep in the interior of the community makes for a private setting. Curb appeal that is the envy of the neighbors. Home is lightly lived in & immaculately clean. 4 bedrooms+outfitted den/home office. 3 full baths +powder. On trend white exterior paint with black framed windows. Separate en suite is ideal for guests. On point remodeled master bath w/ free standing tub. All wood and tile floors; no carpet! N/S exposure makes for the ideal outdoor entertaining setting with covered patio, spa, built-in grill and outdoor TV (conveys). 3 gar garage with newer insulated garage doors and smart openers. New Trane A/C-furnace units installed in 2017 with 10 year warranty. CTA Independence is a short walk. No more school pick up lines! Close to Village Racquet Club, Intel, dining and social. See upgrade list under Documents.

Last Listed By

Jillian Corwin

DPR Realty LLC License #SA577773000 Listed on: 09/22/2021

DPR Realty LLC

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,033

Year Built

  • Built in 2003

Lot Details

  • 0.26 Acre Lot
  • Private Streets
  • Block Wall Fence
  • Corner Lot
  • Front and Back Yard Sprinklers
  • Sprinklers on Timer
  • Grass Covered Lot

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Garage Door Opener

Home Design

  • Santa Barbara Architecture
  • Wood Frame Construction
  • Tile Roof
  • Stucco

Interior Spaces

  • 3,258 Sq Ft Home
  • 1-Story Property
  • Ceiling height of 9 feet or more
  • Ceiling Fan
  • Skylights
  • Gas Fireplace
  • Double Pane Windows
  • ENERGY STAR Qualified Windows with Low Emissivity
  • Washer and Dryer Hookup

Kitchen

  • Eat-In Kitchen
  • Breakfast Bar
  • Gas Cooktop
  • Built-In Microwave
  • ENERGY STAR Qualified Appliances
  • Kitchen Island

Flooring

  • Wood
  • Tile

Bedrooms and Bathrooms

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

Home Security

  • Security System Owned
  • Smart Home

Accessible Home Design

  • Accessible Hallway
  • No Interior Steps

Eco-Friendly Details

  • ENERGY STAR Qualified Equipment for Heating

Pool

  • Pool Updated in 2021
  • Heated Spa
  • Play Pool
  • Above Ground Spa
  • Pool Pump

Outdoor Features

  • Covered patio or porch
  • Built-In Barbecue

Schools

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

Utilities

  • Zoned Heating and Cooling System
  • Heating System Uses Natural Gas
  • Water Purifier
  • Water Softener
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 142
  • Assessor Parcel Number 303-90-169

Community Details

Overview

  • Association fees include ground maintenance, street maintenance
  • Premier Comm Mgmt Association, Phone Number (480) 704-2900
  • Balboa Way Comm Asso Association, Phone Number (480) 704-2900
  • Association Phone (480) 704-2900
  • Built by TW Lewis
  • Catalina Shores At Ocotillo Subdivision
  • Community Lake

Recreation

  • Community Playground
  • Bike Trail

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,033

Year Built

Built in 2003

Lot Details

0

HOA Fees

$173 per month

Parking

3

Listing Details

  • Cross Street: Ocotillo & Alma School
  • Legal Info Range: 5E
  • Property Type: Residential
  • Ownership: Fee Simple
  • HOA #2 Name: Balboa Way Comm Asso
  • HOA #2 Phone Number: 4807042900
  • 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: 173.0
  • Basement: N
  • Updated Partial or Full Bathrooms: Partial
  • Bathrooms Year Updated: 2019
  • Updated Floors: Partial
  • Items Updated Floor Yr Updated: 2017
  • Updated Heating or Cooling Units: Partial
  • Items Updated Ht Cool Yr Updated: 2017
  • Updated Kitchen: Partial
  • Items Updated Kitchen Yr Updated: 2019
  • Updated Plumbing: Partial
  • Items Updated Plmbg Yr Updated: 2019
  • Updated Pool: Partial
  • Items Updated Pool Yr Updated: 2021
  • Updated Wiring: Partial
  • Items Updated Wiring Yr Updated: 2019
  • Parking Spaces Slab Parking Spaces: 3.0
  • Parking Spaces Total Covered Spaces: 3.0
  • Separate Den Office Sep Den Office: Y
  • Year Built: 2003
  • Spa Private: Yes
  • Tax Year: 2021
  • Directions: **Enter off of Balboa Way by the Village Racquet Club. Straight to gate/enter code. From there GPS is accurate and will guide you to your client's new home. DO NOT enter off of Lake Dr.
  • Property Sub Type: Single Family Residence
  • Horses: No
  • Lot Size Acres: 0.26
  • Subdivision Name: CATALINA SHORES AT OCOTILLO
  • Architectural Style: Santa Barbara/Tuscan
  • Efficiency: Multi-Zones
  • Property Attached Yn: No
  • ResoBuildingAreaSource: Appraiser
  • Association Fees:HOA Fee2: 180.0
  • Cooling ENERGY STAR Qualified Equipment: Yes
  • Cooling:Central Air: Yes
  • Special Features: VirtualTour

Interior Features

  • Flooring: Tile, Wood
  • Basement YN: No
  • Spa Features: Above Ground, Heated, Private
  • Appliances: Water Purifier
  • Accessibility Features: Accessible Hallway(s)
  • Possible Bedrooms: 5
  • Total Bedrooms: 4
  • Fireplace Features: 1 Fireplace, Gas
  • Fireplace: Yes
  • Interior Amenities: Master Downstairs, Eat-in Kitchen, Breakfast Bar, 9+ Flat Ceilings, No Interior Steps, Soft Water Loop, Kitchen Island, Pantry, Double Vanity, Full Bth Master Bdrm, Separate Shwr & Tub, High Speed Internet, Smart Home
  • Living Area: 3258.0
  • Stories: 1
  • Window Features: Skylight(s), Low-Emissivity Windows, Dual Pane, ENERGY STAR Qualified Windows
  • ResoLivingAreaSource: Appraiser
  • Kitchen Features:RangeOven Elec: Yes
  • Kitchen Features:Built-in Microwave: Yes
  • Kitchen Features:Kitchen Island: Yes
  • Community Features:BikingWalking Path: Yes
  • Kitchen Features Pantry: Yes
  • Other Rooms:Great Room: Yes
  • Kitchen Features:Non-laminate Counter: Yes
  • Other Rooms:Family Room: Yes
  • Kitchen Features:Reverse Osmosis: Yes
  • Kitchen Features:Wall Oven(s): Yes
  • Community Features:Children_squote_s Playgrnd: Yes
  • Kitchen Features:Cook Top Gas: Yes
  • Kitchen Features:Multiple Ovens: Yes
  • KitchenFeatures:Refrigerator: Yes
  • Community Features:Gated: Yes
  • Community Features:Lake: Yes

Exterior Features

  • Fencing: Block
  • Exterior Features: Private Street(s), Built-in Barbecue
  • Lot Features: Sprinklers In Rear, Sprinklers In Front, Corner Lot, Grass Front, Grass Back, Auto Timer H2O Front, Auto Timer H2O Back
  • Pool Features: Play Pool, Variable Speed Pump, Heated, Private
  • Pool Private: Yes
  • Disclosures: Agency Discl Req, Seller Discl Avail
  • Construction Type: Synthetic Stucco, Wood Frame, Painted, Stucco
  • Patio And Porch Features: Covered Patio(s), Patio
  • Roof: Tile
  • Construction:Frame - Wood: Yes
  • Exterior Features:Covered Patio(s): Yes
  • Exterior Features:Built-in BBQ: Yes
  • Exterior Features:Patio: Yes
  • Exterior Features:Private Street(s): Yes

Garage/Parking

  • Total Covered Spaces: 3.0
  • Parking Features: Garage Door Opener, Extended Length Garage, Direct Access
  • Attached Garage: No
  • Garage Spaces: 3.0
  • Open Parking Spaces: 3.0
  • Parking Features:Garage Door Opener: Yes
  • Parking Features:Direct Access: Yes

Utilities

  • Cooling: Central Air, Ceiling Fan(s), ENERGY STAR Qualified Equipment, Programmable Thmstat
  • Heating: ENERGY STAR Qualified Equipment, Natural Gas
  • Laundry Features: Engy Star (See Rmks), Wshr/Dry HookUp Only
  • Security: Security System Owned
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Water Source: City Water
  • Heating:Natural Gas: Yes
  • Heating:ENERGY STAR Qualified Equipment2: Yes

Condo/Co-op/Association

  • Community Features: Lake, Gated, Playground, Biking/Walking Path
  • Amenities: Management
  • Association #2 Fee: 339.0
  • Association #2 Fee Frequency: Quarterly
  • Association Fee: 180.0
  • Association Fee Frequency: Quarterly
  • Association: Balboa Way Comm Asso
  • Association Name: Ocotillo Comm. Assoc
  • Association Phone #2: 4807042900
  • 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: Quarterly
  • Association Fees:HOA Name4: Ocotillo Comm. Assoc
  • Association Fees:HOA Telephone4: 4807042900
  • 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 Comm Mgmt.
  • Association Fees:HOA Management Phone: 4807042900
  • Association Fees:HOA Paid Frequency 2: Quarterly
  • Association Fees:Cap ImprovementImpact Fee 2 _percent_: $
  • Association Fee Incl:Street Maint: Yes
  • Association Fees:HOA Management Company 2: Premier Comm Mgmt
  • Association Fees:HOA Management Phone 2: 4807042900

Fee Information

  • Association Fee Includes: Maintenance Grounds, Street Maint

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: 11272.0
  • Parcel #: 303-90-169
  • ResoLotSizeUnits: SquareFeet

Building Info

  • Builder Name: TW Lewis

Tax Info

  • Tax Annual Amount: 5033.0
  • Tax Book Number: 303.00
  • Tax Lot: 142
  • Tax Map Number: 90.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 22, 2021
Closed on
Oct 21, 2021
Sold by
Theadore Jason C and Theadore Jennifer L
Bought by
Schelter Jeff J and Schelter Marissa A
Seller's Agent
Jillian Corwin
DPR Realty LLC
Buyer's Agent
Jenna Lassen
NextHome Source
List Price
$979,900
Sold Price
$999,500
Premium/Discount to List
$19,600
2%
Total Days on Market
3
Current Estimated Value
$1,100,224

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$100,724
Avg. Annual Appreciation
2.37%
Original Mortgage
$599,700
Outstanding Balance
$553,941
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$533,048

Purchase Details

Listed on
Sep 19, 2018
Closed on
Nov 30, 2018
Sold by
Bates John R and Bates Wendy M
Bought by
Theadore Jason C and Theadore Jennifer L
Seller's Agent
Nicole W. Hamming
Glass House International
Buyer's Agent
Brock O'Neal
West USA Realty
List Price
$679,900
Sold Price
$675,000
Premium/Discount to List
-$4,900
-0.72%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
14.44%
Original Mortgage
$607,500
Interest Rate
4.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 13, 2015
Sold by
Bates John R and Bates Wendy M
Bought by
The Bates Family Revocable Living Trust and Bates Wendy M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$449,600
Interest Rate
3.85%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 10, 2013
Sold by
Bates John R and Abtes Wendy M
Bought by
Bates John R and Bates Wendy M

Purchase Details

Closed on
Jun 15, 2007
Sold by
Hill Deborah S
Bought by
Bates Wendy M and Bates John R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$576,000
Interest Rate
6.62%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 22, 2004
Sold by
Hill Deborah S
Bought by
Hill Deborah S and Deborah S Hill Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$438,400
Interest Rate
4.75%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 26, 2004
Sold by
Daniel Athelyn C and Daniel Rickey E
Bought by
Hill Deborah S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$438,400
Interest Rate
4.75%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 21, 2003
Sold by
Daniel Rickey E and Daniel Athelyn C
Bought by
Daniel Athelyn C and Daniel Rickey E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$355,100
Interest Rate
5.12%
Mortgage Type
New Conventional

Purchase Details

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

Range of Values:

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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
Schelter Jeff J $999,500 First American Title Ins Co
Theadore Jason C $675,000 Old Republic Title Agency
The Bates Family Revocable Living Trust -- Accommodation
Bates John R -- Driggs Title Agency Inc
Bates John R -- None Available
Bates Wendy M $720,000 Equity Title Agency Inc
Hill Deborah S -- Westland Title Agency Of Az
Hill Deborah S $548,000 Westland Title Agency Of Az
Daniel Athelyn C -- Chicago Title Insurance Co
Daniel Rickey E $443,972 Chicago Title Insurance Co
Stonebridge Capital Properties Llc $3,470,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Schelter Jeff J $599,700
Previous Owner Theadore Jason C $607,500
Previous Owner Bates John R $449,600
Previous Owner The Bates Family Revocable Living Trust $56,143
Previous Owner Bates Wendy M $43,000
Previous Owner Bates Wendy M $540,000
Previous Owner Bates Wendy M $576,000
Previous Owner Hill Deborah S $100,000
Previous Owner Hill Deborah S $438,400
Previous Owner Daniel Rickey E $355,100
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
11/01/2021 11/01/21 Sold $999,500 +2.0% $307 / Sq Ft
09/25/2021 09/25/21 Pending -- -- --
09/22/2021 09/22/21 For Sale $979,900 +45.2% $301 / Sq Ft
12/05/2018 12/05/18 Sold $675,000 -0.7% $205 / Sq Ft
09/18/2018 09/18/18 For Sale $679,900 -- $207 / 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 $5,170 $62,706 -- --
2024 $5,059 $59,720 -- --
2023 $5,059 $74,020 $14,800 $59,220
2022 $4,880 $57,120 $11,420 $45,700
2021 $5,033 $54,720 $10,940 $43,780
2020 $5,002 $52,150 $10,430 $41,720
2019 $4,805 $48,220 $9,640 $38,580
2018 $4,651 $47,620 $9,520 $38,100
2017 $4,334 $46,980 $9,390 $37,590
2016 $4,145 $50,010 $10,000 $40,010
2015 $3,969 $46,710 $9,340 $37,370
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Arizona Regional Multiple Listing Service (ARMLS)

MLS Number: 6296857

Arizona Regional Multiple Listing Service (ARMLS)

APN: 303-90-169