NOT LISTED FOR SALE

5 Upton St Halifax, MA 02338

Estimated Value: $419,000 - $440,825

3 Beds
1 Bath
1,029 Sq Ft
$418/Sq Ft Est. Value

Last Sold November 07, 2022

Last sale price $390,000 $379 Per Sq Ft

Est. 10% increase in value since last sale

Current estimated payment $2,683/month

2 Days on Market

Highlights

  • Marina
  • Property is near public transit
  • No HOA
  • Waterfront
  • Dutch Architecture
  • Window Unit Cooling System

About This Home

As of November 2022

This is a charming 3 bed 1 bath home, good-sized fenced in yard with fruit bearing trees in Halifax, MA. This home features the main living area on the first floor and all the bedrooms on the second, also a backup generator for when the power goes out. The house is approximately 200FT from West Monponsett Lake and there is also beach access with no HOA fees approximately 600FT away. Boat ramp is ½ mile away and a 5-minute drive to Stetson Pond Beach also less than 15-minute drive to Bridgewater State University. Home is easy to show so come take a look before it’s too late.

Last Agent to Sell the Property

Ken Johnson

Whitty Real Estate Listed on: 09/08/2022

Last Buyer's Agent

Josh MacNeil

Rosen Realty Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,478

Year Built

  • Built in 1925

Lot Details

  • 8,850 Sq Ft Lot
  • Waterfront
  • Kennel
  • Fenced

Home Design

  • Dutch Architecture
  • Frame Construction
  • Shingle Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,029 Sq Ft Home
  • Sheet Rock Walls or Ceilings
  • Insulated Windows
  • Washer and Electric Dryer Hookup

Kitchen

  • Range
  • Microwave
  • Dishwasher

Flooring

  • Carpet
  • Laminate

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 1 Full Bathroom

Unfinished Basement

  • Basement Fills Entire Space Under The House
  • Block Basement Construction

Parking

  • 2 Car Parking Spaces
  • Stone Driveway
  • Off-Street Parking

Outdoor Features

  • Rain Gutters

Location

  • Property is near public transit
  • Property is near schools

Utilities

  • Window Unit Cooling System
  • 1 Cooling Zone
  • Forced Air Heating System
  • 2 Heating Zones
  • Heating System Uses Oil
  • Generator Hookup
  • 100 Amp Service
  • Power Generator
  • Electric Water Heater
  • Private Sewer

Listing and Financial Details

  • Assessor Parcel Number M:19 P:394,1013814

Community Details

Recreation

  • Marina

Additional Features

  • No Home Owners Association
  • Shops

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,478

Year Built

Built in 1925

Lot Details

0

Listing Details

  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Architectural Style: Gambrel /Dutch
  • Year Built: 1925
  • Buyer Agency: 2
  • Transaction Broker: 0
  • Year Built Details: Actual,Renovated Since
  • SUB AGENCY OFFERED: No
  • Year Round: Yes
  • Compensation Based On: Gross/Full Sale Price
  • ResoPropertyType: Residential
  • ResoBuildingAreaSource: PublicRecords
  • Special Features: None

Interior Features

  • Flooring: Carpet, Laminate
  • Interior Amenities: Finish - Sheetrock
  • Fireplace YN: No
  • Appliances: Range,Dishwasher,Microwave,Refrigerator, Electric Water Heater,Tank Water Heater, Utility Connections for Electric Range, Utility Connections for Electric Dryer
  • Total Bedrooms: 3
  • Full Bathrooms: 1
  • Total Bathrooms: 1
  • Total Bathrooms: 1
  • Laundry Features: Washer Hookup
  • Basement: Full, Concrete, Unfinished
  • Accessibility Features: No
  • Living Area: 1029
  • Window Features: Insulated Windows
  • MAIN LO: AC0487
  • LIST PRICE PER Sq Ft: 369.19
  • PRICE PER Sq Ft: 379.01
  • MAIN SO: A49501

Exterior Features

  • Exterior Features: Rain Gutters, Kennel
  • Construction Materials: Frame
  • Fencing: Fenced/Enclosed, Fenced
  • Foundation Details: Concrete Perimeter
  • Home Warranty YN: No
  • Road Frontage Type: Public
  • Roof: Shingle
  • Waterfront Features: Beach Front, Lake/Pond, 0 to 1/10 Mile To Beach, Beach Ownership(Public)
  • Waterfront YN: No

Garage/Parking

  • Garage YN: No
  • Parking Features: Off Street, Stone/Gravel
  • Total Parking Spaces: 2

Utilities

  • Sewer: Private Sewer
  • Utilities: for Electric Range, for Electric Dryer, Washer Hookup, Generator Connection
  • Cooling: Window Unit(s)
  • Heating: Forced Air, Oil
  • Cooling Y N: Yes
  • Electric: 100 Amp Service, Generator Connection
  • Heating YN: Yes
  • Water Source: Public
  • HEAT ZONES: 2
  • COOLING ZONES: 1

Condo/Co-op/Association

  • Association YN: No
  • Community Features: Public Transportation, Shopping, House of Worship, Marina, Public School, T-Station, University
  • Senior Community YN: No

Lot Info

  • Parcel Number: M:19 P:394,1013814
  • Zoning: Resid
  • Farm Land Area Units: Square Feet
  • Lot Size Acres: 0.2
  • Lot Size Area: 0.2
  • Lot Size Sq Ft: 8850
  • Lot Size Units: Acres
  • Property Attached YN: No
  • PAGE: 23
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Year: 2022
  • Tax Annual Amount: 4478
  • Tax Book Number: 571

Multi Family

  • Basement Included Sq Ft: No

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Oct 23, 2020
Sold by
Wright Christopher N and Wright Noel J
Bought by
Wright Christopher N
Current Estimated Value
$430,206

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$140,740
Outstanding Balance
$125,181
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$305,025

Purchase Details

Closed on
Jan 11, 2010
Sold by
Deutsche Bank Natl T C
Bought by
Wright Christopher N and Wright Noel J

Purchase Details

Closed on
Nov 2, 2009
Sold by
Curtin Tara A and Curtin Anthony F
Bought by
Deutsche Bank Natl T C

Purchase Details

Closed on
Dec 21, 2001
Sold by
Waterman Steven M and Waterman Kristen D
Bought by
Curtin Anthony F and Curtin Tara A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$136,000
Interest Rate
6.54%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 31, 1998
Sold by
Bachelder Kevin M and Bachelder Colleen M
Bought by
Waterman Stevenmm and Larkin Kristen D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$115,600
Interest Rate
6.92%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Sep 11, 1992
Sold by
Deegan Robert W and Deegan Joan M
Bought by
Bachelder Kevin M and Bachelder Colleen M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$96,400
Interest Rate
8.08%
Mortgage Type
Purchase Money Mortgage
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
Wright Christopher N -- None Available
Wright Christopher N $175,000 --
Deutsche Bank Natl T C $322,662 --
Curtin Anthony F $170,000 --
Waterman Stevenmm $117,000 --
Bachelder Kevin M $101,500 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Wright Christopher N $140,740
Previous Owner Bachelder Kevin M $136,000
Previous Owner Bachelder Kevin M $115,600
Previous Owner Bachelder Kevin M $96,400
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
11/07/2022 11/07/22 Sold $390,000 +2.7% $379 / Sq Ft
09/11/2022 09/11/22 Pending -- -- --
09/08/2022 09/08/22 For Sale $379,900 -- $369 / Sq Ft
Source: MLS Property Information Network (MLS PIN)

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 $4,711 $330,100 $144,700 $185,400
2024 $4,572 $317,500 $139,200 $178,300
2023 $4,403 $295,900 $135,100 $160,800
2022 $4,478 $279,700 $134,000 $145,700
2021 $4,271 $245,600 $128,800 $116,800
2020 $4,029 $231,000 $128,800 $102,200
2019 $3,919 $224,300 $125,100 $99,200
2018 $3,634 $205,900 $112,200 $93,700
2017 $3,441 $185,700 $100,300 $85,400
2016 $3,452 $179,300 $99,300 $80,000
2015 $3,405 $179,300 $99,300 $80,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MLS Property Information Network (MLS PIN)

MLS Number: 73034222

MLS Property Information Network (MLS PIN)

APN: HALI-000019-000000-000394