NOT LISTED FOR SALE

5020 Bear Creek Rd Lodi, CA 95240

Estimated Value: $1,033,000 - $1,120,763

3 Beds
3 Baths
2,598 Sq Ft
$413/Sq Ft Est. Value

Last Sold June 11, 2020

Last sale price $765,000 $294 Per Sq Ft

Est. 40% increase in value since last sale

Current estimated payment $6,496/month

13 Days on Market

Highlights

  • No HOA
  • Double Pane Windows
  • Central Heating and Cooling System
  • Formal Dining Room
  • Shed

About This Home

As of June 2020

Is your backyard feeling a little cramped these days? How does 2.74 acres sound? This is country living at it finest! Nestled amid a cherry orchard is this beautiful custom home. This 3 bedrooms, 3 bathrooms, 2,598 square foot open concept home is a true gem! Enjoy warm summer days on the shaded patio, or head up to the large deck for beautiful views of the countryside. The home has recent updates including carpet and paint, and many other improvements within the last five years. Situated only minutes from town, the location is great for someone who wants to be out in the country with quick access to Hwy 99. Talk to your accountant about the tax incentives of owning an orchard, and don't let this opportunity pass you by!

Last Agent to Sell the Property

Meghan Lange

Petersen & Company License #01766256 Listed on: 04/14/2020

Co-Listed By

Joseph Petersen

Petersen & Company License #01489372

Last Buyer's Agent

Erin Hopps-Stacher

Peter Boysen Realty License #02093966

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $9,729

Year Built

  • Built in 1988 | Remodeled

Lot Details

  • 2.74 Acre Lot
  • Zoning described as AL-5

Parking

  • 2 Car Garage

Home Design

  • Raised Foundation
  • Composition Roof

Interior Spaces

  • 2,598 Sq Ft Home
  • 2-Story Property
  • Double Pane Windows
  • Family Room with Fireplace
  • Formal Dining Room
  • Laundry in unit

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 3 Full Bathrooms

Outdoor Features

  • Shed

Utilities

  • Central Heating and Cooling System
  • Well
  • Septic System

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Assessor Parcel Number 061-090-60

Home Details

Home Type

Single Family

Est. Annual Taxes

$9,729

Year Built

Built in 1988 | Remodeled

Lot Details

0

Parking

2

Listing Details

  • Property Type: Residential
  • Subtype Description: Custom,Ranchette/Country
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Year Built: 1988
  • Stories: 2
  • Remodeled/Updated Desc: Bath 0-5YR,Kitchen 0-5YR,Other-Rmks 0-5YR
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Fireplace Features: Family Room
  • Fireplaces: 1
  • Flooring: Carpet,Laminate
  • Bathroom Features: Double Sinks,Shower Stall(s),See Remarks
  • Bathrooms: 3.00
  • Dining Room Features: Formal Area
  • Room Type: Baths Other
  • Main Level: Bedroom(s),Full Bath(s)
  • Price Per Square Foot: 294.46
  • Square Footage: 2598
  • Window Features: Dual Pane Full

Exterior Features

  • Other Structures: Shed(s)
  • Construction Materials: Brick,Stucco,Wood
  • Foundation: Raised
  • Listing Price: 795000.00
  • Pool: No
  • Property Condition: Updated/Remodeled
  • Roof: Composition

Garage/Parking

  • Garage Spaces: 2

Utilities

  • Sewer: Septic System
  • Utilities: See Remarks
  • Cooling: Central
  • Heating: Central
  • Laundry Features: Inside Room
  • Water Source: Well

Condo/Co-op/Association

  • Association: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: AL-5
  • Irrigation: Shares Domestic Well
  • Lot Size Acres: 2.7400
  • Lot Size Sq Ft: 119354

Tax Info

  • Assessor Parcel Number: 061-090-60
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 29, 2022
Sold by
Costamagna and Kari
Bought by
A And K Costamagna Revocable Living Trust
Current Estimated Value
$1,072,441

Purchase Details

Closed on
Nov 22, 2021
Sold by
Costamagna Kari Marie and Costamagna Andrew Michael
Bought by
Costamagna Kari Marie and Costamagna Andrew Michael

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$700,000
Interest Rate
3.05%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 14, 2020
Closed on
Jun 3, 2020
Sold by
Rostomily Jeff P and Rostomily Jacquelyn G
Bought by
Costamagna Andrew and Costamagna Kari
Seller's Agent
Meghan Lange
Petersen & Company
Buyer's Agent
Erin Hopps-Stacher
Peter Boysen Realty
List Price
$795,000
Sold Price
$765,000
Premium/Discount to List
-$30,000
-3.77%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.56%
Original Mortgage
$580,000
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 12, 2002
Sold by
Levey Donald L and Levey Marylee
Bought by
Rostomily Jeff P and Rostomily Jacquelyn G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,700
Interest Rate
5.25%
Mortgage Type
Unknown

Purchase Details

Closed on
Oct 20, 1998
Sold by
Levey and M
Bought by
Levey Donald L and Levey Marylee
Source: Public Records

Range of Values:

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Average Value
Not Available
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
A And K Costamagna Revocable Living Trust $20,909 --
Costamagna Kari Marie -- North American Title Co Inc
Costamagna Andrew $765,000 Old Republic Title Company
Rostomily Jeff P $559,000 Old Republic Title Co
Levey Donald L -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Costamagna Kari Marie $700,000
Previous Owner Costamagna Andrew $580,000
Previous Owner Rostomily Jeff P $300,700
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
06/11/2020 06/11/20 Sold $765,000 -3.8% $294 / Sq Ft
04/27/2020 04/27/20 Pending -- -- --
04/14/2020 04/14/20 For Sale $795,000 -- $306 / 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
2025 $9,729 $874,520 $306,219 $568,301
2024 $9,470 $857,373 $300,215 $557,158
2023 $9,363 $840,563 $294,329 $546,234
2022 $9,233 $824,082 $288,558 $535,524
2021 $9,002 $772,924 $282,900 $490,024
2020 $7,577 $690,000 $280,000 $410,000
2019 $7,572 $690,000 $280,000 $410,000
2018 $7,050 $639,000 $229,000 $410,000
2017 $7,029 $639,000 $229,000 $410,000
2016 $6,183 $588,000 $210,000 $378,000
2014 $5,518 $520,000 $130,000 $390,000
Source: Public Records

Agents Affiliated with this Home

  • Meghan Lange

    Seller's Agent in 2020

    Meghan Lange

    Petersen & Company

    (209) 368-8010

    19 Total Sales

    Meghan Lange
    Section Image
  • Joseph Petersen

    Seller Co-Listing Agent in 2020

    Joseph Petersen

    Petersen & Company

    (209) 210-8010

    108 Total Sales

    Joseph Petersen
    Section Image
  • Erin Hopps-Stacher

    Buyer's Agent in 2020

    Erin Hopps-Stacher

    Peter Boysen Realty

    (916) 690-7592

    38 Total Sales

    Erin Hopps-Stacher
    Section Image
  • Beth Calder

    Buyer Co-Listing Agent in 2020

    Beth Calder

    Meridian Estates Inc.

    (209) 747-6798

    52 Total Sales

    Beth Calder
    Section Image
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Map

Source: MetroList

MLS Number: 20021243

MetroList

APN: 061-090-60

California San Joaquin County Lodi 95240

5020 Bear Creek Rd, Lodi, CA

This home is located at 5020 Bear Creek Rd, Lodi, CA 95240 since 14 April 2020 and is currently estimated at $1,072,441, approximately $412 per square foot. This property was built in 1988. 5020 Bear Creek Rd is a home located in San Joaquin County with nearby schools including Live Oak Elementary School, Morada 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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