562 Oak Tree Rd Unit 2 Mooresville, NC 28117
Lake Norman NeighborhoodEstimated Value: $796,000 - $1,480,585
4
Beds
3.5
Baths
2,981
Sq Ft
$363/Sq Ft
Est. Value
Highlights
- Whirlpool in Pool
- Waterfront
- Transitional Architecture
- Lake Norman Elementary School Rated A-
- Open Floorplan
- 3-minute walk to Lochmere Park
About This Home
As of October 2018One of the best waterfront values in 28117. Immaculately maintained home with must-see outdoor oasis! Circular driveway welcomes you to this home featuring double sided fireplace, gourmet kitchen, master bedroom on main with lake views and updated bathroom, wet bar, 5 hole putting green, water fountain, stone terrace with outdoor fireplace and built in grill, hot tub, covered dock with boat lift. Peaceful community at the end of Oak Tree Road with access to neighborhood pools and boat ramps. Seller has gas cooktop option, if that is preferred.
Last Agent to Sell the Property
Lake Norman Realty, Inc. License #201285 Listed on: 09/07/2018
Co-Listed By
Jessica Giammarinaro
Lake Norman Realty, Inc. License #279513
Last Buyer's Agent
Kim Myers
Carolina Real Estate Experts The Dan Jones Group License #281875
Home Details
Home Type
- Single Family
Year Built
- Built in 1999
Lot Details
- Waterfront
HOA Fees
- $42 Monthly HOA Fees
Parking
- Attached Garage
- Circular Driveway
Home Design
- Transitional Architecture
- Stone Siding
Interior Spaces
- Open Floorplan
- Wet Bar
- Cathedral Ceiling
- Skylights
- Fireplace
- Window Treatments
- Crawl Space
Kitchen
- Breakfast Bar
- Kitchen Island
Flooring
- Wood
- Tile
Bedrooms and Bathrooms
- Walk-In Closet
Pool
- Whirlpool in Pool
- Spa
Outdoor Features
- Outdoor Fireplace
- Outdoor Gas Grill
Listing and Financial Details
- Assessor Parcel Number 4637-41-8088.000
Community Details
Overview
- Oak Tree HOA
Recreation
- Community Pool
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Sep 7, 2018
Closed on
Oct 11, 2018
Sold by
Macleod Lawrence J and Macleod Ellen C
Bought by
Coggins William Joseph and Coggins Rebekah Bonsel
Seller's Agent
Maria Jacobs
Lake Norman Realty, Inc.
Buyer's Agent
Kim Myers
Carolina Real Estate Experts The Dan Jones Group
List Price
$734,900
Sold Price
$725,000
Premium/Discount to List
-$9,900
-1.35%
Total Days on Market
4
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$355,646
Avg. Annual Appreciation
8.07%
Original Mortgage
$453,100
Outstanding Balance
$402,321
Interest Rate
4.5%
Mortgage Type
New Conventional
Estimated Equity
$812,689
Purchase Details
Closed on
Jun 10, 2010
Sold by
Dembiec Jeffrey E and Dembiec Linda
Bought by
Macleod Lawrence J and Macleod Ellen C
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$251,428
Interest Rate
3.37%
Mortgage Type
New Conventional
Purchase Details
Closed on
Sep 1, 2000
Sold by
Caputo Charles A and Caputo Carol M
Bought by
Dembiec Jeffrey E and Dembiec Linda
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$250,000
Interest Rate
8.24%
Purchase Details
Closed on
May 22, 2000
Sold by
Caputo Carol M
Bought by
Caputo Charles A
Purchase Details
Closed on
Feb 22, 1999
Sold by
Pelchat Jeffrey L and Pelchat Theresa L
Bought by
Caputo Charles A and Caputo Carol M
Purchase Details
Closed on
Aug 1, 1997
Similar Homes in Mooresville, NC
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Coggins William Joseph | $725,000 | None Available | |
| Macleod Lawrence J | $551,500 | None Available | |
| Dembiec Jeffrey E | $435,000 | -- | |
| Caputo Charles A | -- | -- | |
| Caputo Charles A | $100,000 | -- | |
| -- | $95,000 | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Coggins William Joseph | $453,100 | |
| Closed | Coggins William Joseph | $126,500 | |
| Previous Owner | Macleod Lawrence J | $342,000 | |
| Previous Owner | Macleod Lawrence J | $212,000 | |
| Previous Owner | Macleod Lawrence J | $135,000 | |
| Previous Owner | Macleod Lawrence J | $251,428 | |
| Previous Owner | Dembiec Linda A | $417,000 | |
| Previous Owner | Dembiec Jeffrey E | $143,000 | |
| Previous Owner | Dembiec Jeffrey | $237,000 | |
| Previous Owner | Dembiec Linda A | $251,000 | |
| Previous Owner | Dembiec Jeffrey E | $250,000 | |
| Closed | Caputo Charles A | $0 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 10/11/2018 10/11/18 | Sold | $725,000 | -1.3% | $243 / Sq Ft |
| 09/11/2018 09/11/18 | Pending | -- | -- | -- |
| 09/07/2018 09/07/18 | For Sale | $734,900 | -- | $247 / Sq Ft |
Source: Canopy MLS (Canopy Realtor® Association)
Tax History Compared to Growth
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 | $12,008 | $1,058,830 | $437,500 | $621,330 |
| 2023 | $10,595 | $1,058,830 | $437,500 | $621,330 |
| 2022 | $7,814 | $683,110 | $280,000 | $403,110 |
| 2021 | $7,810 | $683,110 | $280,000 | $403,110 |
| 2020 | $7,720 | $675,070 | $280,000 | $395,070 |
| 2019 | $7,652 | $675,070 | $280,000 | $395,070 |
| 2018 | $5,979 | $524,330 | $280,000 | $244,330 |
| 2017 | $5,919 | $524,330 | $280,000 | $244,330 |
| 2016 | $5,919 | $524,330 | $280,000 | $244,330 |
| 2015 | $5,919 | $524,330 | $280,000 | $244,330 |
| 2014 | $6,063 | $548,140 | $280,000 | $268,140 |
Source: Public Records
Agents Affiliated with this Home
-
Maria Jacobs
Seller's Agent in 2018
Maria Jacobs
Lake Norman Realty, Inc.
(704) 806-3770
11 in this area
75 Total Sales
-
J
Seller Co-Listing Agent in 2018
Jessica Giammarinaro
Lake Norman Realty, Inc.
-
K
Buyer's Agent in 2018
Kim Myers
Carolina Real Estate Experts The Dan Jones Group
(980) 254-0254
Map
Source: Canopy MLS (Canopy Realtor® Association)
MLS Number: CAR3431541
APN: 4637-41-8088.000
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