NOT LISTED FOR SALE

2428 Saint Moritz Dr Lodi, CA 95242

Sunwest Neighborhood

Estimated Value: $711,035 - $782,000

3 Beds
2 Baths
2,253 Sq Ft
$339/Sq Ft Est. Value

Last Sold November 05, 2019

Last sale price $598,000 $265 Per Sq Ft

Est. 28% increase in value since last sale

Current estimated payment $4,763/month

53 Days on Market

Highlights

  • Custom Home
  • 1 Fireplace
  • Covered Deck
  • Cathedral Ceiling
  • Combination Kitchen and Living
  • Attic Fan

About This Home

As of November 2019

Fire up the grill! Drink mimosas with your own freshly squeezed oj, play croquest. Spectacular setting awaits at this prestigious SunWest gem on .20 acr lot. Open floor plan, custom 3 Br / 2ba, soft lines, Italian tile, rich wood flooring all create a serene vibe. Brand new HVAC. View the pro designed, richly colored landscaping from the shade of the overhang & arbor. Chill from electric fans, Fan & lighting upgrades, paint throughout. All Hunter Douglas shutters & MBR blackout shade. Chef's delight. Kitchen has newer stainless appliances featuring convection oven, extensive counter space & cabinets galor. Newer Hot water heater, water softener & reverse osmosis. Enjoy a soothing soak in the spa! Showers have spotless streakless glass & heated floor tiles in master for warm toes! Upgraded alarm w/ all entries monitored including garage door, motion detector lights, ring system in front. 3 car garage has abundant storage. Completed roof inspection. Clean & gleaming. Turn key!

Last Agent to Sell the Property

Margo Cook

Schaffer & Company, Realtors License #00680008 Listed on: 08/12/2019

Last Buyer's Agent

Margo Cook

Schaffer & Company, Realtors License #00680008 Listed on: 08/12/2019

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $6,889

Year Built

  • Built in 1990 | Remodeled

Lot Details

  • 8,952 Sq Ft Lot
  • North Facing Home
  • Zoning described as r1

HOA Fees

  • $40 Monthly HOA Fees

Parking

  • 3 Car Garage
  • Front Facing Garage

Home Design

  • Custom Home
  • Contemporary Architecture
  • Slab Foundation
  • Tile Roof

Interior Spaces

  • 2,253 Sq Ft Home
  • 1-Story Property
  • Cathedral Ceiling
  • 1 Fireplace
  • Combination Kitchen and Living
  • Attic Fan

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms

Outdoor Features

  • Covered Deck

Utilities

  • Central Heating
  • 220 Volts
  • Sewer in Street

Community Details

  • Association fees include 0
  • Sunwest Subdivision

Listing and Financial Details

  • Assessor Parcel Number 027-330-14

Home Details

Home Type

Single Family

Est. Annual Taxes

$6,889

Year Built

Built in 1990 | Remodeled

Lot Details

0

HOA Fees

$40 per month

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Custom
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Year Built: 1990
  • Architectural Style: Contemporary
  • Stories: 1
  • Subdivision: SUNWEST
  • Remodeled/Updated Desc: Bath 0-5YR
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Built-In Gas Oven,Compactor,Dishwasher,Disposal,Free Standing Refrigerator,Gas Cook Top,Gas Water Heater,Ice Maker,Microwave
  • Interior Amenities: Cathedral Ceiling
  • Other Equipment: Attic Fan(s)
  • Fireplace Features: Family Room,Gas Log
  • Fireplaces: 1
  • Flooring: Carpet,Tile,Wood
  • Master Bathroom Features: Double Sinks,Jetted Tub,Shower Stall(s),Walk-In Closet,Window
  • Master Bedroom Features: Ground Floor,Sitting Area
  • Bathroom Features: Double Sinks,Tub w/Shower Over
  • Bathrooms: 2.00
  • Dining Room Features: Dining/Family Combo,Dining/Living Combo
  • Kitchen Features: Kitchen/Family Combo
  • Room Type: Baths Other,Great Room,Master Bathroom,Master Bedroom
  • Price Per Square Foot: 265.42
  • Square Footage: 2253
  • Window Features: Dual Pane Full,Window Coverings

Exterior Features

  • Construction Materials: Frame,Stucco
  • Property Faces: North
  • Disclosures/Documents: CC&Rs
  • Foundation: Slab
  • Horse Property: No
  • Listing Price: 599000.00
  • Lot Features: Auto Sprinkler F&R,Low Maintenance,Street Lights
  • Patio And Porch Features: Covered Deck
  • Pool: No
  • Property Condition: Updated/Remodeled
  • Roof: Tile
  • View Description: Local

Garage/Parking

  • Garage Spaces: 3
  • Parking Features: Garage Facing Front
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Security: Carbon Mon Detector,Security System Owned,Smoke Detector
  • Sewer: Sewer in Street
  • Utilities: All Public
  • Cooling: Ceiling Fan(s),Central
  • Electric: 220 Volts
  • Heating: Central
  • Laundry Features: Cabinets,Inside Room,Sink
  • Water Source: Meter on Site,Public

Condo/Co-op/Association

  • Association Fee: 475
  • Association Fee Frequency: Annually
  • Association Fee Includes: 0
  • Association: Yes

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: r1
  • Irrigation: Public District
  • Lot Size Acres: 0.2055
  • Lot Size Sq Ft: 8952

Tax Info

  • Assessor Parcel Number: 027-330-14
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 12, 2019
Closed on
Nov 1, 2019
Sold by
Ingram David and Kelly Nancy R
Bought by
Spencer David L and Spencer Nancy B
Seller's Agent
Margo Cook
Schaffer & Company, Realtors
Buyer's Agent
Margo Cook
Schaffer & Company, Realtors
List Price
$625,000
Sold Price
$598,000
Premium/Discount to List
-$27,000
-4.32%
Current Estimated Value
$763,009

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$165,009
Avg. Annual Appreciation
4.73%
Original Mortgage
$478,400
Outstanding Balance
$429,189
Interest Rate
3.75%
Mortgage Type
New Conventional
Estimated Equity
$353,304

Purchase Details

Closed on
Sep 19, 2014
Sold by
Ingram David and Kelly Nancy R
Bought by
Ingram Kelly Family Living Trust and Kelly Nancy R

Purchase Details

Closed on
Jun 18, 2010
Sold by
Pinson Stephen W and Pinson Marie Y
Bought by
Ingram David and Kelly Nancy R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$360,000
Interest Rate
4.99%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 20, 2007
Sold by
Ertman Paul J and Ertman Nicole A
Bought by
Pinson Stephen W and Pinson Marie Y

Purchase Details

Closed on
Aug 23, 2002
Sold by
Ertman Paul J and Ertman Nicole A
Bought by
Ertman Paul J and Ertman Nicole A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$215,000
Interest Rate
5.5%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 25, 2001
Sold by
Ertman Paul and Ertman Nicole
Bought by
Ertman Paul J and Ertman Nicole A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$217,000
Interest Rate
6.84%

Purchase Details

Closed on
Apr 30, 2001
Sold by
Ertman Paul and Ertman Nicole
Bought by
Ertman Paul J and Ertman Nicole A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$218,000
Interest Rate
6.92%

Purchase Details

Closed on
Aug 3, 2000
Sold by
Ertman Paul and Ertman Nicole
Bought by
Ertman Paul J and Ertman Nicole A
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
Spencer David L $598,000 North American Title Co Inc
Ingram Kelly Family Living Trust -- None Available
Ingram David $450,000 Old Republic Title Company
Pinson Stephen W $533,000 Fidelity Natl Title Co Of Ca
Ertman Paul J -- Alliance Title Co
Ertman Paul J -- Alliance Title Co
Ertman Paul J -- Chicago Title Co
Ertman Paul -- Chicago Title Co
Ertman Paul J -- Chicago Title Co
Ertman Paul -- Chicago Title Co
Ertman Paul J -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Spencer David L $478,400
Previous Owner Ingram David $339,000
Previous Owner Ingram David $360,000
Previous Owner Ertman Paul J $215,000
Previous Owner Ertman Paul $217,000
Previous Owner Ertman Paul $218,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
11/05/2019 11/05/19 Sold $598,000 -0.2% $265 / Sq Ft
10/04/2019 10/04/19 Pending -- -- --
09/23/2019 09/23/19 Price Changed $599,000 -4.2% $266 / Sq Ft
08/12/2019 08/12/19 For Sale $625,000 -- $277 / 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 $6,889 $641,173 $192,995 $448,178
2023 $6,810 $628,602 $189,211 $439,391
2022 $6,659 $616,277 $185,501 $430,776
2021 $6,779 $604,194 $181,864 $422,330
2020 $6,603 $598,000 $180,000 $418,000
2019 $5,671 $520,699 $173,566 $347,133
2018 $5,590 $510,490 $170,163 $340,327
2017 $5,464 $500,481 $166,827 $333,654
2016 $5,120 $490,671 $163,557 $327,114
2015 $5,065 $483,305 $161,102 $322,203
2014 $4,036 $384,000 $128,000 $256,000
Source: Public Records

Agents Affiliated with this Home

  • Margo Cook

    Seller's Agent in 2019

    Margo Cook

    Schaffer & Company, Realtors

    (209) 482-3293

    25 in this area

    60 Total Sales

    Margo Cook
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Map

Source: MetroList

MLS Number: 19055628

MetroList

APN: 027-330-14

California San Joaquin County Lodi 95242 Sunwest

2428 Saint Moritz Dr, Lodi, CA

This home is located at 2428 Saint Moritz Dr, Lodi, CA 95242 since 12 August 2019 and is currently estimated at $763,009, approximately $338 per square foot. This property was built in 1990. 2428 Saint Moritz Dr is a home located in San Joaquin County with nearby schools including Vinewood Elementary School, Lodi Middle School, and Tokay High School.

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

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