NOT LISTED FOR SALE

Estimated Value: $1,106,000 - $1,378,261

4 Beds
2.5 Baths
3,277 Sq Ft
$387/Sq Ft Est. Value

Last Sold May 24, 2017

Last sale price $602,500 $184 Per Sq Ft

Est. 111% increase in value since last sale

Current estimated payment $7,691/month

42 Days on Market

Highlights

  • Private Pool
  • Gated Community
  • 0.25 Acre Lot
  • Chandler Traditional Academy Independence Campus Rated A
  • Waterfront
  • Community Lake

About This Home

As of May 2017

See 3D TOUR!! ***UPDATE: COMING THIS WEEK: New Exterior Paint, New Bedroom Carpet, and other updates! Shimmering waterfront property with upgrades throughout! Plantation shutters, crown molding, gorgeous wood & tile flooring, designer paint & stunning stacked stone fireplace add to the brilliant architectural design of this home! Gourmet kitchen features stainless steel appliances, custom cabinetry, granite counter, walk in pantry & center island. 3 car garage w/epoxy flooring & floor to ceiling cabinets! 4 spacious bedrooms. Master has a private exit, walk in closet & soothing spa like bath with garden tub, separate shower & his & her vanities. Entertain family & friends in the spectacular backyard oasis! Rejuvenate in the Pebble Tec Infinity pool or relax under the covered patio that overlooks the green grass & scenic azure water. Solar tubes Solar tubes brighten this home. Excellent school districts

Last Agent to Sell the Property

Adam Prather

Russ Lyon Sotheby's International Realty License #SA659490000 Listed on: 02/03/2017

Russ Lyon Sotheby's International Realty

Last Buyer's Agent

Adam Prather

Russ Lyon Sotheby's International Realty License #SA659490000

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,771

Year Built

  • Built in 2002

Lot Details

  • 0.25 Acre Lot
  • Waterfront
  • Desert faces the front and back of the property
  • Block Wall Fence
  • Grass Covered Lot

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Garage Door Opener

Home Design

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

Interior Spaces

  • 3,277 Sq Ft Home
  • 1-Story Property
  • Ceiling height of 9 feet or more
  • Ceiling Fan
  • Gas Fireplace
  • Family Room with Fireplace

Kitchen

  • Eat-In Kitchen
  • Breakfast Bar
  • Gas Cooktop
  • Built-In Microwave
  • Kitchen Island
  • Granite Countertops

Flooring

  • Wood
  • Carpet
  • Stone
  • Tile

Bedrooms and Bathrooms

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

Accessible Home Design

  • No Interior Steps

Outdoor Features

  • Private Pool
  • Covered patio or porch

Schools

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

Utilities

  • Refrigerated Cooling System
  • Heating System Uses Natural Gas
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 174
  • Assessor Parcel Number 303-90-201

Community Details

Overview

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

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,771

Year Built

Built in 2002

Lot Details

0

HOA Fees

$146 per month

Parking

3

Listing Details

  • Cross Street: Alma School/Ocotillo
  • Legal Info Range: 5E
  • Property Type: Residential
  • Ownership: Fee Simple
  • HOA #2 Name: Ocotillo Comm Assoc
  • HOA #2 Phone Number: 480-704-2900
  • HOA #2 Transfer Fee: 185.0
  • 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: 145.5
  • Basement: N
  • Parking Spaces Total Covered Spaces: 3.0
  • Separate Den Office Sep Den Office: N
  • Year Built: 2002
  • Tax Year: 2016
  • Directions: South on Alma School past Ocotillo. Turn right onto Balboa, right onto Coconino, right onto Ambrosia, Left onto Coconino to Jojoba Way.
  • Property Sub Type: Single Family - Detached
  • Horses: No
  • Lot Size Acres: 0.25
  • Subdivision Name: CATALINA SHORES AT OCOTILLO
  • Property Attached Yn: No
  • ResoBuildingAreaSource: Assessor
  • Association Fees:HOA Fee2: 89.0
  • Special Features: VirtualTour

Interior Features

  • Flooring: Carpet, Stone, Tile, Wood
  • Basement YN: No
  • Spa Features: None
  • Possible Bedrooms: 4
  • Total Bedrooms: 4
  • Fireplace Features: 1 Fireplace, Family Room, Gas
  • Fireplace: Yes
  • Interior Amenities: Eat-in Kitchen, Breakfast Bar, 9+ Flat Ceilings, No Interior Steps, Kitchen Island, Pantry, Double Vanity, Full Bth Master Bdrm, Separate Shwr & Tub, High Speed Internet, Granite Counters
  • Living Area: 3277.0
  • Stories: 1
  • Kitchen Features:Built-in Microwave: Yes
  • Community Features:Gated Community2: Yes
  • Kitchen Features:Granite Countertops: Yes
  • Kitchen Features:Kitchen Island: Yes
  • Kitchen Features Pantry: Yes
  • Fireplace:Fireplace Family Rm: Yes
  • Other Rooms:Family Room: Yes
  • Fireplace:Gas Fireplace: Yes
  • Kitchen Features:Wall Oven(s): Yes
  • Kitchen Features:Cook Top Gas: Yes
  • Community Features:Lake Subdivision: Yes
  • KitchenFeatures:Refrigerator: Yes

Exterior Features

  • Fencing: Block
  • Exterior Features: Covered Patio(s), Patio
  • Lot Features: Waterfront Lot, Desert Back, Desert Front, Gravel/Stone Front, Gravel/Stone Back, Grass Front, Grass Back
  • Pool Features: Private
  • Pool Private: Yes
  • Waterfront: Yes
  • Disclosures: Seller Discl Avail
  • Construction Type: Brick Veneer, Painted, Stucco, Frame - Wood
  • Roof: Tile
  • Construction:Frame - Wood: Yes
  • Exterior Features:Covered Patio(s): Yes
  • Exterior Features:Patio: Yes

Garage/Parking

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

Utilities

  • Cooling: Refrigeration, Ceiling Fan(s)
  • Heating: Natural Gas
  • Water Source: City Water
  • Heating:Natural Gas: Yes

Condo/Co-op/Association

  • Community Features: Gated Community, Lake Subdivision
  • Amenities: Management
  • Association #2 Fee: 56.5
  • Association #2 Fee Frequency: Monthly
  • Association Fee: 89.0
  • Association Fee Frequency: Monthly
  • Association: Ocotillo Comm Assoc
  • Association Name: Balboa Way Comm Asso
  • Association Phone #2: 480-704-2900
  • Phone: 480-704-2900
  • Association: Yes

Association/Amenities

  • Association Fees:HOA YN2: Y
  • Association Fees:HOA Transfer Fee2: 370.0
  • Association Fees:HOA Paid Frequency: Monthly
  • Association Fees:HOA Name4: Balboa Way Comm Asso
  • Association Fees:HOA Telephone4: 480-704-2900
  • 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: 480-704-2900
  • Association Fees:HOA Paid Frequency 2: Monthly
  • Association Fees:Cap ImprovementImpact Fee 2 _percent_: $
  • Association Fees:HOA Management Company 2: Premier Comm Mgmt
  • Association Fees:HOA Management Phone 2: 480-704-2900

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: 11042.0
  • Parcel #: 303-90-201
  • ResoLotSizeUnits: SquareFeet

Building Info

  • Builder Name: TW LEWIS

Tax Info

  • Tax Annual Amount: 5771.0
  • Tax Book Number: 303.00
  • Tax Lot: 174
  • Tax Map Number: 90.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 22, 2020
Sold by
Hernandez Julio and Hernandez Mary H
Bought by
Hernandez Julio and Hernandez Mary Helen
Total Days on Market
42
Current Estimated Value
$1,269,815

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$508,399
Outstanding Balance
$381,777
Interest Rate
2.67%
Mortgage Type
New Conventional
Estimated Equity
$888,038

Purchase Details

Closed on
May 10, 2019
Sold by
The Robert Heinz Living Trust
Bought by
Hernandez Julio and Hernandez Mary H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$547,600
Interest Rate
4%
Mortgage Type
New Conventional

Purchase Details

Listed on
Feb 3, 2017
Closed on
May 17, 2017
Sold by
James Frank Lee
Bought by
Robert Heinz Living Trust
Seller's Agent
Adam Prather
Russ Lyon Sotheby's International Realty
Buyer's Agent
Adam Prather
Russ Lyon Sotheby's International Realty
List Price
$625,000
Sold Price
$602,500
Premium/Discount to List
-$22,500
-3.6%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.73%

Purchase Details

Closed on
Jul 11, 2016
Sold by
James Frank Lee
Bought by
James Frank Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$417,000
Interest Rate
3.66%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 25, 2013
Sold by
Costner James Joan and James Frank Lee
Bought by
James Frank Lee

Purchase Details

Closed on
Apr 7, 2006
Sold by
James Frank Lee and Costner James Joan Melinda
Bought by
James Frank Lee and Costner James Joan Melinda

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$440,000
Interest Rate
6.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 8, 2005
Sold by
James Frank Lee and James Joan Melinda Costner
Bought by
James Frank Lee and James Joan Melinda Costner

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$125,000
Interest Rate
5.81%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Oct 18, 2004
Sold by
Davis Timothy and Davis Kerry
Bought by
James Frank Lee and James Joan Melinda Costner

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$333,700
Interest Rate
5.82%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 19, 2003
Sold by
T W Lewis Co
Bought by
Davis Timothy and Davis Kerry

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$301,950
Interest Rate
3.75%
Mortgage Type
New Conventional
Source: Public Records

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Range of Values:

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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
Hernandez Julio -- Pioneer Title Agency Inc
Hernandez Julio $684,500 Security Title Agency Inc
Robert Heinz Living Trust $602,500 First Arizona Title Agency L
James Frank Lee -- First American Title
James Frank Lee -- None Available
James Frank Lee -- Title Guaranty Agency
James Frank Lee -- Premier Title Group
James Frank Lee $550,000 Fidelity National Title
Davis Timothy $372,498 Chicago Title Insurance Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Hernandez Julio $508,399
Closed Hernandez Julio $547,600
Previous Owner Robert Heinz Living Trust $0
Previous Owner James Frank Lee $417,000
Previous Owner James Frank Lee $417,000
Previous Owner James Frank Lee $410,943
Previous Owner James Frank Lee $414,615
Previous Owner James Frank Lee $125,000
Previous Owner James Frank Lee $440,000
Previous Owner James Frank Lee $125,000
Previous Owner James Frank Lee $359,600
Previous Owner James Frank Lee $333,700
Previous Owner Davis Timothy $301,950
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/24/2017 05/24/17 Sold $602,500 -1.2% $184 / Sq Ft
03/10/2017 03/10/17 Price Changed $610,000 -0.8% $186 / Sq Ft
02/17/2017 02/17/17 Price Changed $615,000 -1.6% $188 / Sq Ft
02/03/2017 02/03/17 For Sale $625,000 0.0% $191 / Sq Ft
04/01/2016 04/01/16 Rented $2,800 0.0% --
03/18/2016 03/18/16 Under Contract -- -- --
03/03/2016 03/03/16 For Rent $2,800 +1.8% --
11/01/2015 11/01/15 Rented $2,750 0.0% --
10/13/2015 10/13/15 Under Contract -- -- --
10/09/2015 10/09/15 For Rent $2,750 +5.8% --
12/01/2013 12/01/13 Rented $2,600 0.0% --
11/08/2013 11/08/13 Under Contract -- -- --
11/01/2013 11/01/13 For Rent $2,600 -- --
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 $5,006 $75,005 -- --
2024 $6,169 $71,433 -- --
2023 $6,169 $86,430 $17,280 $69,150
2022 $5,955 $66,750 $13,350 $53,400
2021 $6,138 $64,160 $12,830 $51,330
2020 $6,100 $61,110 $12,220 $48,890
2019 $5,865 $55,970 $11,190 $44,780
2018 $5,759 $55,320 $11,060 $44,260
2017 $5,375 $54,260 $10,850 $43,410
2016 $5,771 $58,460 $11,690 $46,770
2015 $5,533 $54,280 $10,850 $43,430
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Arizona Regional Multiple Listing Service (ARMLS)

MLS Number: 5556247

Arizona Regional Multiple Listing Service (ARMLS)

APN: 303-90-201