NOT LISTED FOR SALE

521 N Juniper Bay Rd Unit E Somers, MT 59932

Estimated Value: $1,772,000 - $1,807,420

3 Beds
3 Baths
2,618 Sq Ft
$1,500/mo HOA Fee

Last Sold May 24, 2024

Current estimated payment $12,078/month

Highlights

  • Boat Dock
  • Home fronts navigable water
  • RV or Boat Parking
  • Lakeside Elementary School Rated A-
  • Boat Slip
  • RV Parking in Community

About This Home

As of May 2024

Ease of use and incredible views from the great room, covered patio and master bedroom, make this third story condominium a must see. Located in Somers, Montana; this lake front condominium is located within an easy drive to Whitefish, Bigfork, Kalispell, Glacier National Park and Whitefish Mountain Resort. Relax on the expansive covered deck overlooking the lake or take the boat out from your own boat slip with hydraulic lift. Facing east to catch the morning sun and views of the Swan mountains, this condo is finished in extremely high end finishes. An elevator for ease of access and power sun screen to make the built in barbeque on the deck comfortable in the evenings. Use the association area near the lake for the fire pit and dock area to enjoy the lake in the evenings. Large tandem two car garage is large enough for your boat, water toys or RV. Only five other units in this development makes it a quiet getaway for relaxing on the shores of Flathead Lake.

Last Listed By

David Girardot

PureWest Real Estate - Kal/Commercial License #RRE-BRO-LIC-12946 Listed on: 04/30/2024

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $7,410

Year Built

  • Built in 2009

Lot Details

  • Home fronts navigable water
  • Property fronts a county road
  • Barbed Wire
  • Landscaped
  • Gentle Sloping Lot
  • Sprinkler System

HOA Fees

  • $1,500 Monthly HOA Fees

Parking

  • 2 Car Garage
  • Garage Door Opener
  • RV or Boat Parking

Property Views

  • Lake
  • Mountain

Home Design

  • Poured Concrete

Interior Spaces

  • 2,618 Sq Ft Home
  • Property has 2 Levels
  • Open Floorplan
  • Vaulted Ceiling
  • 1 Fireplace

Kitchen

  • Oven or Range
  • Microwave
  • Dishwasher

Bedrooms and Bathrooms

  • 3 Bedrooms

Laundry

  • Dryer
  • Washer

Home Security

Outdoor Features

  • Boat Slip
  • Docks
  • Dock Available
  • Fire Pit
  • Built-In Barbecue

Utilities

  • Central Air
  • Heat Pump System
  • Natural Gas Connected

Listing and Financial Details

  • Assessor Parcel Number 07383435203037005

Community Details

Overview

  • Association fees include common area maintenance, insurance, ground maintenance, maintenance structure, sewer, trash, water
  • Juniper Landing Association
  • RV Parking in Community

Amenities

  • Community Barbecue Grill
  • Picnic Area
  • Elevator

Recreation

  • Boat Dock
  • Boating
  • RV or Boat Storage in Community

Security

  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$7,410

Year Built

Built in 2009

Lot Details

0

HOA Fees

$1,500 per month

Parking

2

Listing Details

  • Property Sub Type: Condominium
  • Property Type: Residential
  • Year Built: 2009
  • Directions: Hwy 93 south to N. Juniper Bay Road south of Somers. Take road to property.
  • Listing I D: 30024225
  • Road Frontage Type: County Road
  • Road Surface Type: Asphalt
  • Water Body Name: Flathead Lake
  • Architectural Style: Other
  • Carport Y N: No
  • Garage Yn: Yes
  • Unit Levels: Two
  • New Construction: No
  • Property Sub Type Additional: Condominium
  • Special Features: None

Interior Features

  • Basement: None
  • Interior Amenities: Fireplace, Main Level Primary, Open Floorplan, Vaulted Ceiling(s)
  • Appliances: Dryer, Dishwasher, Microwave, Range, Refrigerator, Washer
  • Basement YN: No
  • Full Bathrooms: 1
  • Three Quarter Bathrooms: 2
  • Total Bedrooms: 3
  • Fireplaces: 1
  • Fireplace: Yes
  • Living Area: 2618.0
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Exterior Feat.: Built-in Barbecue, Barbecue, Boat Slip, Dock, Fire Pit
  • Lot Features: Gentle Sloping, Landscaped, Sprinklers In Ground
  • View: Lake, Mountain(s)
  • View: Yes
  • Waterfront Features: Dock Access, Navigable Water, Waterfront
  • Waterfront: Yes
  • Foundation Details: Poured

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.0
  • Parking Features: Garage, Garage Door Opener, RV Access/Parking

Utilities

  • Utilities: Electricity Connected, Natural Gas Connected
  • Heating: Heat Pump
  • Security: Smoke Detector(s)
  • Cooling: Central Air
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Amenities: Boat Dock, Elevator(s), Barbecue, Picnic Area, RV/Boat Storage, RV Parking, Boat Slip
  • Association Fee: 1500.0
  • Association Fee Frequency: Monthly
  • Association Name: Juniper Landing
  • Association: Yes

Fee Information

  • Association Fee Includes: Common Area Maintenance, Insurance, Maintenance Grounds, Maintenance Structure, Sewer, Trash, Water

Lot Info

  • Land Lease: No
  • Parcel #: 07383435203037005
  • Zoning Description: R-2/Scenic Corridor
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Year: 2023
  • Tax Annual Amount: 7410.25

Multi Family

  • Above Grade Finished Area Units: Square Feet

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 30, 2024
Closed on
May 21, 2024
Sold by
Logan Health
Bought by
Chris And Cinco Sorrow Living Trust and Sorrow
Seller's Agent
David Girardot
PureWest Real Estate - Kal/Commercial
Buyer's Agent
Greg LeFevre
Flathead Lake RE Advisors LLC
List Price
$1,798,000
Sold Price
$1,850,000
Premium/Discount to List
$52,000
2.89%
Total Days on Market
0
Views
40
Current Estimated Value
$1,789,710

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$60,290
Avg. Annual Appreciation
-3.46%
Original Mortgage
$380,000
Outstanding Balance
$376,727
Interest Rate
6.88%
Mortgage Type
New Conventional
Estimated Equity
$1,412,983

Purchase Details

Listed on
Apr 30, 2024
Closed on
Mar 29, 2024
Sold by
Bradley J Schipper Living Trust and Schipper Bradley J
Bought by
Logan Health
Seller's Agent
David Girardot
PureWest Real Estate - Kal/Commercial
Buyer's Agent
Greg LeFevre
Flathead Lake RE Advisors LLC
List Price
$1,798,000
Sold Price
$1,850,000
Premium/Discount to List
$52,000
2.89%
Views
40

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Outstanding Balance
$376,727
Interest Rate
6.88%
Mortgage Type
New Conventional
Estimated Equity
$1,412,983

Purchase Details

Listed on
Apr 11, 2023
Closed on
Jun 15, 2023
Sold by
Updike Karen Beth
Bought by
Bradley J Schipper Ni Living Trust
Seller's Agent
Bethany Johnson
PureWest Real Estate - Whitefish
Buyer's Agent
Kara Chapman
Performance Real Estate, Inc.
List Price
$1,798,000
Sold Price
$1,748,000
Premium/Discount to List
-$50,000
-2.78%
Views
52

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.22%
Original Mortgage
$726,200
Interest Rate
6.39%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 19, 2021
Sold by
Jochim Lawrence W
Bought by
Updike Karen Beth and Updike Gregory Scott

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$800,000
Interest Rate
4.52%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 13, 2020
Sold by
Jochim Lawrence W and The Lawrence W Jochim Revocabl
Bought by
Jochim Lawrence W and The Lawrence W Jochim Revocabl

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$405,000
Interest Rate
2.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 31, 2011
Sold by
Jochim Lawrence W
Bought by
Lawrence W Jochim Revocable Trust

Purchase Details

Closed on
Oct 28, 2010
Sold by
Juniper Bay Investment Group Llc
Bought by
Jochim Lawrence W

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
4.17%
Mortgage Type
New Conventional

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
Chris And Cinco Sorrow Living Trust -- Fidelity National Title
Logan Health -- Fidelity National Title
Bradley J Schipper Ni Living Trust -- Fidelity National Title
Updike Karen Beth -- Premier Title
Jochim Lawrence W -- Mortgage Connect Lp
Lawrence W Jochim Revocable Trust -- None Available
Jochim Lawrence W -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Chris And Cinco Sorrow Living Trust $380,000
Previous Owner Updike Karen $726,200
Previous Owner Bradley J Schipper Ni Living Trust $1,223,600
Previous Owner Updike Karen Beth $800,000
Previous Owner Jochim Lawrence W $405,000
Previous Owner Lawrence W Jochim Revocable Trust $300,000
Previous Owner Jochim Lawrence W $417,000
Previous Owner Jennifer Bay Investment Group Llc $2,419,620
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/24/2024 05/24/24 Sold -- -- --
04/30/2024 04/30/24 For Sale $1,798,000 0.0% $687 / Sq Ft
06/15/2023 06/15/23 Sold -- -- --
04/11/2023 04/11/23 For Sale $1,798,000 -- $687 / Sq Ft
Source: Montana Regional MLS

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 $7,299 $1,336,776 $0 $0
2023 $9,300 $1,297,236 $0 $0
2022 $8,269 $1,102,200 $0 $0
2021 $8,671 $1,102,200 $0 $0
2020 $7,210 $892,700 $0 $0
2019 $7,370 $949,600 $0 $0
2018 $6,592 $807,800 $0 $0
2017 $5,693 $807,800 $0 $0
2016 $5,360 $742,800 $0 $0
2015 $5,554 $742,800 $0 $0
2014 $5,318 $447,408 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Montana Regional MLS

MLS Number: 30024225

Montana Regional MLS

APN: 07-3834-35-2-03-03-7005