NOT LISTED FOR SALE

5515 York Rd Helena, MT 59602

Estimated Value: $687,000 - $2,278,204

3 Beds
3 Baths
5,508 Sq Ft
$298/Sq Ft Est. Value

Last Sold May 03, 2024

Current estimated payment $9,768/month

622 Days on Market

Highlights

  • Lake Front
  • Boat Slip
  • Vaulted Ceiling
  • Docks
  • Indoor Pool
  • Separate Outdoor Workshop

About This Home

As of May 2024

Stunning Montana lakefront luxury home with attractive OWNER FINANCING for qualified buyers, Seller is offering a competitive rate of 1.5% lower than the current 30 year mortgage rate at time of contract!. This amazing waterfront home has all the features and finishes you would expect and then some. Private beach and dock, large shop for boat storage and waterfront decks with views for days. The interior recently has had an extensive renovation with new flooring, tile, baths, kitchen, paint and trim. Every inch of this home has been tastefully appointed in finish and attention. The 3 bedrooms plus large bunkhouse loft comfortably sleeps large groups and gatherings. In addition to the luxurious master suite and spacious common areas of the main floor, you will also appreciate the 11 foot

Last Agent to Sell the Property

Chad Davis

Keller Williams Western MT Brokerage Phone: 406-579-4270 License #RRE-RBS-LIC-16163 Listed on: 06/24/2022

Keller Williams Western MT

Last Buyer's Agent

Kristi Holmlund

Holmlund Properties, LLC License #RRE-BRO-LIC-79091

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $9,069

Year Built

  • Built in 1979

Lot Details

  • 0.48 Acre Lot
  • Lake Front
  • Home fronts navigable water
  • Few Trees
  • Zoning described as r1

HOA Fees

  • $41 Monthly HOA Fees

Parking

  • 2 Car Detached Garage
  • Garage Door Opener

Property Views

  • Lake
  • Mountain

Home Design

  • Poured Concrete
  • Composition Roof

Interior Spaces

  • 5,508 Sq Ft Home
  • Vaulted Ceiling
  • Fireplace
  • Window Treatments
  • Basement
  • Crawl Space

Kitchen

  • Oven or Range
  • Dishwasher
  • Disposal

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 3 Full Bathrooms

Laundry

  • Dryer
  • Washer

Home Security

  • Home Security System
  • Fire and Smoke Detector

Outdoor Features

  • Indoor Pool
  • Boat Slip
  • Docks
  • Separate Outdoor Workshop

Utilities

  • Forced Air Heating System
  • Heating System Uses Natural Gas
  • Septic Tank
  • Private Sewer
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 05199626201130000

Home Details

Home Type

Single Family

Est. Annual Taxes

$9,069

Year Built

Built in 1979

Lot Details

0

HOA Fees

$41 per month

Parking

2

Listing Details

  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Year Built: 1979
  • Directions: From Helena on York Road past lakeside on Right.
  • Listing I D: 22208993
  • Road Frontage Type: Waterfront
  • Lot Size Acres: 0.48
  • Lot Size: 0.48
  • Road Surface Type: Asphalt
  • Water Body Name: Hauser
  • Architectural Style: Other
  • Garage Yn: Yes
  • Property Sub Type Additional: Single Family Residence
  • Attribution Contact: 406-579-4270
  • Special Features: VirtualTour

Interior Features

  • Basement: Crawl Space
  • Interior Amenities: High Speed Internet, Main Level Primary, Vaulted Ceiling(s)
  • Appliances: Dryer, Dishwasher, Disposal, Range, Refrigerator, Washer
  • Basement YN: Yes
  • Full Bathrooms: 3
  • Total Bedrooms: 3
  • Fireplace: Yes
  • Living Area: 5508.0
  • Window Features: Window Treatments

Exterior Features

  • Exterior Feat.: Boat Slip, Dock
  • Roof: Composition
  • Fencing: None
  • Lot Features: Few Trees
  • Pool Features: Indoor
  • Topography: Varied
  • View: Lake, Mountain(s)
  • View: Yes
  • Waterfront Features: Lake, Navigable Water, Waterfront
  • Waterfront: Yes
  • Construction Type: Fiber Cement
  • Foundation Details: Poured
  • Other Structures: Workshop
  • Property Condition: Updated/Remodeled

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.0
  • Parking Features: Detached, Garage, Garage Door Opener, Paved

Utilities

  • Utilities: Cable Available, Electricity Available
  • Heating: Forced Air, Natural Gas
  • Security: Security System, Smoke Detector(s)
  • Heating Yn: Yes
  • Sewer: Private Sewer, Septic Tank

Condo/Co-op/Association

  • Association Fee: 495.0
  • Association Fee Frequency: Annually
  • Association: Yes

Schools

  • Junior High Dist: District No. 1

Lot Info

  • Lot Size Sq Ft: 20908.8
  • Parcel #: 05199626201130000
  • Zoning Description: r1
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Year: 2021
  • Tax Annual Amount: 9069.0

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 24, 2022
Closed on
May 2, 2024
Sold by
Muggli Gayle and Muggli Steven
Bought by
Myers Jeremy and Myers Jeanne
Seller's Agent
Chad Davis
Keller Williams Western MT
Buyer's Agent
Kristi Holmlund
Holmlund Properties, LLC
List Price
$2,940,000
Views
755
Current Estimated Value
$1,639,068

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
-22.18%
Original Mortgage
$1,760,000
Outstanding Balance
$1,743,245
Interest Rate
6.87%
Mortgage Type
Seller Take Back
Estimated Equity
-$171,014
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
Myers Jeremy -- Flying S Title & Escrow
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Myers Jeremy $1,760,000
Previous Owner Muggli Gayle $38,165
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/03/2024 05/03/24 Sold -- -- --
01/04/2024 01/04/24 Price Changed $2,940,000 0.0% $534 / Sq Ft
01/04/2024 01/04/24 For Sale $2,940,000 -1.7% $534 / Sq Ft
12/31/2023 12/31/23 Off Market -- -- --
06/02/2023 06/02/23 For Sale $2,990,000 0.0% $543 / Sq Ft
05/31/2023 05/31/23 Off Market -- -- --
05/08/2023 05/08/23 Price Changed $2,990,000 -16.9% $543 / Sq Ft
11/22/2022 11/22/22 Price Changed $3,600,000 -5.3% $654 / Sq Ft
08/20/2022 08/20/22 Price Changed $3,800,000 -5.0% $690 / Sq Ft
06/24/2022 06/24/22 For Sale $4,000,000 -- $726 / 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 $9,757 $1,299,700 $0 $0
2023 $9,996 $1,299,700 $0 $0
2022 $8,988 $937,400 $0 $0
2021 $9,192 $937,400 $0 $0
2020 $6,999 $671,800 $0 $0
2019 $7,298 $671,800 $0 $0
2018 $6,433 $602,147 $0 $0
2017 $5,760 $694,600 $0 $0
2016 $4,148 $456,613 $0 $0
2015 $3,847 $456,613 $0 $0
2014 $4,532 $294,362 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Montana Regional MLS

MLS Number: 22208993

Montana Regional MLS

APN: 05-1996-26-2-01-13-0000