Seller's Agent in 2020
Lisa Sharp
Nest Realty Lake Norman
(704) 530-6777
7 in this area
85 Total Sales
574 Oak Tree Rd Mooresville, NC 28117
Lake Norman Neighborhood
0.5
Acre
$154,000
Price per Acre
21,780
Sq Ft Lot
Highlights
- Access To Lake
- Community Lake
- Wooded Lot
- Lake Norman Elementary School Rated A-
- Wetlands on Lot
- 2-minute walk to Lochmere Park
About This Lot
As of October 2020***WATER VIEW***.05 ACRES, close to shopping and schools. Low HOA's of $125/quarterly that include community pools, boat dock, boat slips. No pier allowed on lot. Community ramp and day slips right down street. One of the few lots available with City water/sewer that can be tapped into at street.
Last Agent to Sell the Property
Southern Homes of the Carolinas, Inc License #279090 Listed on: 11/12/2014
Last Buyer's Agent
Southern Homes of the Carolinas, Inc License #279090 Listed on: 11/12/2014
Property Details
Property Type
- Land
Lot Details
- Wooded Lot
- Property is zoned Residential Lot
HOA Fees
- $42 Monthly HOA Fees
Listing and Financial Details
- Assessor Parcel Number 4637-50-0905.000
Community Details
Overview
- Bumgardner Mgt. Association, Phone Number (704) 829-7878
- Community Lake
Recreation
- Community Pool
- Access To Lake
- Wetlands on Lot
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
May 28, 2020
Closed on
Oct 19, 2020
Sold by
Reilly Christopher John and Reilly Diane
Bought by
Mccauley James Bruce and Mccauley Polly H
Seller's Agent
Lisa Sharp
Nest Realty Lake Norman
Buyer's Agent
Joe Puma
Puma & Associates Realty, Inc.
List Price
$675,000
Sold Price
$620,000
Premium/Discount to List
-$55,000
-8.15%
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
$327,889
Avg. Annual Appreciation
8.83%
Original Mortgage
$496,000
Outstanding Balance
$447,105
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$491,610
Purchase Details
Closed on
Aug 30, 2018
Sold by
Reily Christopher John and Reily Diane
Bought by
Reily Christopher John and Reily Diane
Purchase Details
Listed on
Nov 12, 2014
Closed on
Jun 29, 2015
Sold by
Mccullough Dicy
Bought by
Reilly Christopher John
Seller's Agent
Joni Gabriel
Southern Homes of the Carolinas, Inc
Buyer's Agent
Joni Gabriel
Southern Homes of the Carolinas, Inc
List Price
$104,900
Sold Price
$77,000
Premium/Discount to List
-$27,900
-26.6%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
27.72%
Purchase Details
Closed on
Oct 31, 2003
Sold by
Morrison Cove Llc
Bought by
Mccullough Michael and Mccullough Dicy
Purchase Details
Closed on
Dec 1, 1997
Bought by
Morrison Cove Llc
Purchase Details
Closed on
Jan 1, 1996
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 | Type | Sale Price | Title Company |
|---|---|---|---|
| Warranty Deed | $620,000 | None Available | |
| Interfamily Deed Transfer | -- | None Available | |
| Warranty Deed | $77,000 | None Available | |
| Warranty Deed | $68,000 | -- | |
| Deed | -- | -- | |
| Deed | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Loan Amount | Loan Type |
|---|---|---|---|
| Open | $125,000 | Credit Line Revolving | |
| Open | $496,000 | New Conventional | |
| Previous Owner | $120,000 | No Value Available | |
| Previous Owner | $250,500 | New Conventional | |
| Previous Owner | $330,000 | Credit Line Revolving | |
| Previous Owner | $330,000 | Construction |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 10/19/2020 10/19/20 | Sold | $620,000 | -4.6% | $185 / Sq Ft |
| 09/09/2020 09/09/20 | Pending | -- | -- | -- |
| 08/11/2020 08/11/20 | Price Changed | $650,000 | -3.7% | $194 / Sq Ft |
| 08/08/2020 08/08/20 | For Sale | $675,000 | +8.9% | $201 / Sq Ft |
| 07/31/2020 07/31/20 | Off Market | $620,000 | -- | -- |
| 05/28/2020 05/28/20 | For Sale | $675,000 | +776.6% | $201 / Sq Ft |
| 06/29/2015 06/29/15 | Sold | $77,000 | -26.6% | -- |
| 06/01/2015 06/01/15 | Pending | -- | -- | -- |
| 11/12/2014 11/12/14 | For Sale | $104,900 | -- | -- |
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 | $7,643 | $756,290 | $187,500 | $568,790 |
| 2023 | $7,643 | $756,290 | $187,500 | $568,790 |
| 2022 | $5,338 | $461,600 | $120,000 | $341,600 |
| 2021 | $5,334 | $461,600 | $120,000 | $341,600 |
| 2020 | $5,158 | $461,600 | $120,000 | $341,600 |
| 2019 | $5,112 | $461,600 | $120,000 | $341,600 |
| 2018 | $4,571 | $408,050 | $82,500 | $325,550 |
| 2017 | $1,329 | $120,000 | $120,000 | $0 |
| 2016 | $1,329 | $120,000 | $120,000 | $0 |
| 2015 | $1,329 | $120,000 | $120,000 | $0 |
| 2014 | -- | $180,000 | $180,000 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Lisa Sharp
-
Joe Puma
Buyer's Agent in 2020
Joe Puma
Puma & Associates Realty, Inc.
(704) 649-9029
11 in this area
169 Total Sales
-
Joni Gabriel
Seller's Agent in 2015
Joni Gabriel
Southern Homes of the Carolinas, Inc
(704) 806-7275
2 in this area
13 Total Sales
-
Sally Leatherwood
Seller Co-Listing Agent in 2015
Sally Leatherwood
Southern Homes of the Carolinas, Inc
(704) 891-3607
41 Total Sales
Map
Source: Canopy MLS (Canopy Realtor® Association)
MLS Number: CAR3047265
APN: 4637-50-0905.000
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