NOT LISTED FOR SALE

5218 Excalibur Way Lolo, MT 59847

Lolo Neighborhood

Estimated Value: $497,142 - $537,000

3 Beds
2.5 Baths
1,756 Sq Ft
$296/Sq Ft Est. Value

Last Sold July 26, 2018

Current estimated payment $2,925/month

7 Days on Market

Highlights

  • Mountain View
  • 2 Car Attached Garage
  • High-Efficiency Water Heater
  • Porch
  • Energy-Efficient Appliances
  • Forced Air Heating and Cooling System

About This Home

As of July 2018

Remarks: Back on the market, no fault of the home! Views and an impeccably kept home wait for you on Excalibur Way in Lolo! This Energy star Certified efficient home might as well be new. Built in 2007, with all the records intact all the way to the building plans, this home is ready for new owners to continue its legacy. It sits on the back edge of the subdivision on a corner lot, backing to privately owned acreage. Three bedrooms, two and a half baths and a two car garage- all bedrooms on the upper level, living room, kitchen and laundry on the main. Enjoy the Bitterroot mountains on your front porch and Lolo Peak in your fenced back yard. Call Melissa Huus at (406)531-0015 or your real estate professional!

Last Agent to Sell the Property

Melissa Huus

Exit Realty Bitterroot Valley North License #RRE-RBS-LIC-53758 Listed on: 06/07/2018

Exit Realty Bitterroot Valley North

Last Buyer's Agent

Rosemary Harrison

Windermere R E Missoula License #RRE-BRO-LIC-31856

Windermere R E Missoula

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,934

Year Built

  • Built in 2007

Lot Details

  • 4,792 Sq Ft Lot
  • Chain Link Fence
  • Few Trees

Parking

  • 2 Car Attached Garage

Home Design

  • Poured Concrete
  • Wood Frame Construction
  • Composition Roof

Interior Spaces

  • 1,756 Sq Ft Home
  • Mountain Views
  • Basement
  • Crawl Space

Kitchen

  • Oven or Range
  • Dishwasher
  • Disposal

Bedrooms and Bathrooms

  • 3 Bedrooms

Eco-Friendly Details

  • Energy-Efficient Appliances
  • Energy-Efficient HVAC

Outdoor Features

  • Porch

Utilities

  • Forced Air Heating and Cooling System
  • Heating System Uses Gas
  • Hot Water Heating System
  • High-Efficiency Water Heater
  • Phone Available
  • Cable TV Available

Community Details

  • Avalon Meadows Subdivision

Listing and Financial Details

  • Assessor Parcel Number 04209235104390000

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,934

Year Built

Built in 2007

Lot Details

0

Parking

2

Listing Details

  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Year Built: 2007
  • Listing I D: 21806833
  • Lot Size Acres: 0.11
  • Lot Size: 0.11
  • Road Frontage Type: City Street
  • Road Surface Type: Asphalt
  • Subdivision Name: Avalon Meadows
  • Garage Yn: Yes
  • Efficiency: Appliances, HVAC, Water Heater
  • Property Sub Type Additional: Single Family Residence
  • Special Features: VirtualTour

Interior Features

  • Basement: Crawl Space
  • Interior Amenities: High Speed Internet
  • Appliances: Dishwasher, Disposal, Range, Refrigerator
  • Basement YN: Yes
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Living Area: 1756.0

Exterior Features

  • Roof: Composition
  • Fencing: Chain Link, Fenced
  • Lot Features: Few Trees
  • View: Mountain(s), Residential
  • View: Yes
  • Waterfront Features: None
  • Waterfront: No
  • Construction Type: Fiber Cement, Wood Frame
  • Foundation Details: Poured
  • Patio And Porch Features: Porch

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.0
  • Parking Features: Attached, Garage, Paved

Utilities

  • Utilities: Cable Available, Electricity Available, Natural Gas Available, Phone Available
  • Heating: Electric, Forced Air, Gas, Hot Water
  • Cooling: Central Air
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Sidewalks

Lot Info

  • Lot Size Sq Ft: 4791.6
  • Parcel #: 04209235104390000
  • Zoning Description: Residential
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Year: 2017
  • Tax Annual Amount: 2933.61

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Nov 17, 2020
Sold by
Zeitz John C
Bought by
Zeitz John C and John C Zeitz Living Trust
Current Estimated Value
$519,047

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$248,392
Outstanding Balance
$225,865
Interest Rate
2.9%
Mortgage Type
VA
Estimated Equity
$285,158

Purchase Details

Closed on
Jul 24, 2019
Sold by
Zeitz John C
Bought by
Zeitz John C and The John C Zeitz Living Trust

Purchase Details

Listed on
Jun 7, 2018
Closed on
Jul 18, 2018
Sold by
Rund Ryan
Bought by
Zeitz John C
Seller's Agent
Melissa Huus
Exit Realty Bitterroot Valley North
Buyer's Agent
Rosemary Harrison
Windermere R E Missoula
List Price
$268,500
Sold Price
$268,500

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.78%
Original Mortgage
$265,000
Interest Rate
4.6%
Mortgage Type
VA

Purchase Details

Listed on
Mar 1, 2015
Closed on
Jun 5, 2015
Sold by
Sugarman Emily A and Yosuico Joshua Raymond
Bought by
Rund Ryan
Seller's Agent
Carroll Anne Sowerby
Ink Realty Group
Buyer's Agent
Laura Sherry Schereschewsky
Osprey Montana Real Estate
List Price
$239,900
Sold Price
$235,000
Premium/Discount to List
-$4,900
-2.04%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.35%
Original Mortgage
$202,246
Interest Rate
3.62%
Mortgage Type
VA

Purchase Details

Listed on
Mar 6, 2011
Closed on
Apr 30, 2012
Sold by
Cooley Patrick K and Cooley Carol A
Bought by
Sugarman Emily A
Seller's Agent
KIM BENNETT
Real Estate Brokers of Montana
Buyer's Agent
Carroll Anne Sowerby
Ink Realty Group
List Price
$229,000
Sold Price
$213,500
Premium/Discount to List
-$15,500
-6.77%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.13%
Original Mortgage
$217,857
Interest Rate
3.9%
Mortgage Type
New Conventional

Purchase Details

Listed on
Mar 6, 2011
Closed on
Apr 24, 2012
Sold by
Sugarman Emily A
Bought by
Sugarman Emily A and Yosuico Joshua Raymond
Seller's Agent
KIM BENNETT
Real Estate Brokers of Montana
Buyer's Agent
Carroll Anne Sowerby
Ink Realty Group
List Price
$229,000
Sold Price
$213,500
Premium/Discount to List
-$15,500
-6.77%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$217,857
Interest Rate
3.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 26, 2007
Sold by
Avalon Investors Llc
Bought by
Noon Mark S and Noon Shannon J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$182,550
Interest Rate
6.1%
Mortgage Type
Construction
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
Zeitz John C -- Amrock
Zeitz John C -- Amrock
Zeitz John C -- None Available
Zeitz John C -- First American Title Co
Rund Ryan -- First American Title Co
Sugarman Emily A -- First American Title Company
Sugarman Emily A -- First American Title Company
Noon Mark S -- Stm
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Zeitz John C $248,392
Closed Zeitz John C $265,000
Previous Owner Rund Ryan $202,246
Previous Owner Sugarman Emily A $217,857
Previous Owner Cooley Patrick K $155,032
Previous Owner Noon Mark S $182,550
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/26/2018 07/26/18 Sold -- -- --
06/14/2018 06/14/18 Pending -- -- --
06/07/2018 06/07/18 For Sale $268,500 +11.9% $153 / Sq Ft
06/08/2015 06/08/15 Sold -- -- --
03/03/2015 03/03/15 Pending -- -- --
03/01/2015 03/01/15 For Sale $239,900 +4.8% $135 / Sq Ft
04/30/2012 04/30/12 Sold -- -- --
03/18/2012 03/18/12 Pending -- -- --
03/06/2011 03/06/11 For Sale $229,000 -- $129 / 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 $391 $383,100 $82,731 $300,369
2023 $391 $383,100 $82,731 $300,369
2022 $391 $293,600 $0 $0
2021 $393 $293,600 $0 $0
2020 $391 $256,100 $0 $0
2019 $390 $256,100 $0 $0
2018 $2,916 $240,400 $0 $0
2017 $2,934 $240,400 $0 $0
2016 $2,693 $211,800 $0 $0
2015 $2,565 $211,800 $0 $0
2014 $2,637 $122,642 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Montana Regional MLS

MLS Number: 21806833

Montana Regional MLS

APN: 04-2092-35-1-04-39-0000