NOT LISTED FOR SALE

Estimated Value: $2,733,000 - $3,782,000

4 Beds
4.5 Baths
4,106 Sq Ft
$797/Sq Ft Est. Value

Last Sold November 30, 2018

Last sale price $2,500,000 $609 Per Sq Ft

Est. 31% increase in value since last sale

Current estimated payment $19,461/month

5 Days on Market

Highlights

  • Boathouse
  • Lake Front
  • Docks
  • Forest Hills Elementary School Rated A
  • Community Boat Slip
  • Built-In Refrigerator

About This Home

As of November 2018

Incredibly charming Oswego Lake Front traditional located on the peninsula a short distance to downtown Lake Oswego and all of the amenities. A large, very private lot; this home has been well maintained and tastefully updated offering 4 bedrooms, 4 full and 1 half bath, great room, TV/recreation room, large dining room, comfortable master suite with 2 walk-in closets, loads of parking and 137 feet of water frontage.

Last Agent to Sell the Property

Justin Harnish

Harnish Company Realtors License #200112017 Listed on: 08/13/2018

Co-Listed By

Errol Bradley

Harnish Company Realtors License #200505082

Last Buyer's Agent

Dale Kuhn

John L. Scott License #941200020

John L. Scott

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $16,636

Year Built

  • Built in 1936

Lot Details

  • 0.64 Acre Lot
  • Lake Front
  • Fenced
  • Level Lot
  • Sprinkler System
  • Private Yard
  • Garden

HOA Fees

  • $239 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway
  • On-Street Parking

Home Design

  • Traditional Architecture
  • Cottage
  • Slab Foundation
  • Composition Roof
  • Board and Batten Siding
  • Cultured Stone Exterior
  • Cedar

Interior Spaces

  • 4,106 Sq Ft Home
  • 2-Story Property
  • Sound System
  • Built-In Features
  • Vaulted Ceiling
  • Ceiling Fan
  • 3 Fireplaces
  • Wood Burning Fireplace
  • Gas Fireplace
  • Family Room
  • Living Room
  • Dining Room
  • Den
  • Utility Room
  • Wood Flooring
  • Lake Views
  • Crawl Space
  • Security System Owned

Kitchen

  • Built-In Oven
  • Built-In Range
  • Built-In Refrigerator
  • Dishwasher
  • Stainless Steel Appliances
  • Cooking Island
  • Tile Countertops
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Hydromassage or Jetted Bathtub

Outdoor Features

  • Boathouse
  • Docks
  • Covered Deck
  • Covered Patio or Porch
  • Shed

Schools

  • Forest Hills Elementary School
  • Lake Oswego Middle School
  • Lake Oswego High School

Utilities

  • Forced Air Heating and Cooling System
  • Heating System Uses Gas
  • Radiant Heating System
  • Gas Water Heater
  • High Speed Internet

Listing and Financial Details

  • Assessor Parcel Number 00255976

Community Details

Overview

  • $5,000 One-Time Secondary Association Fee
  • Lake Corporation Association, Phone Number (503) 636-1422
  • Main Lake Waterfront Subdivision

Recreation

  • Community Boat Slip

Home Details

Home Type

Single Family

Est. Annual Taxes

$16,636

Year Built

Built in 1936

Lot Details

0

HOA Fees

$239 per month

Parking

2

Listing Details

  • Standard Status: Closed
  • MLS Status: Sold
  • Property Type: Residential
  • Stories: 2
  • Year Built: 1936
  • Property Condition: Resale
  • Property Sub Type: SingleFamilyResidence
  • Architectural Style: Cottage, Traditional
  • New Construction: No
  • Property Attached Yn: No
  • Open House: No
  • Room 10 Features: BuiltinFeatures,HardwoodFloors
  • Room 11 Features: GourmetKitchen,HardwoodFloors,Island
  • Room 12 Features: Fireplace,GreatRoom
  • Room 7 Features: HardwoodFloors
  • Room 8 Features: HardwoodFloors
  • Room 9 Features: Fireplace,Formal,HardwoodFloors
  • Special Features: VirtualTour

Interior Features

  • Total Bathrooms: 4.1
  • Fireplaces: 3
  • Interior Amenities: CeilingFan, GarageDoorOpener, HardwoodFloors, HighCeilings, HighSpeedInternet, JettedTub, SoakingTub, SoundSystem, VaultedCeiling
  • Room 4 Description: _4thBedroom
  • Room 4 Features: HardwoodFloors
  • Room 4 Level: Upper
  • Room 5 Description: Den
  • Room 5 Features: Bathroom,BuiltinFeatures
  • Room 5 Level: Main
  • Room 6 Description: UtilityRoom
  • Room 6 Features: BuiltinFeatures
  • Room 6 Level: Main
  • Basement: CrawlSpace
  • Appliances: BuiltinOven, BuiltinRange, BuiltinRefrigerator, CookIsland, Dishwasher, Disposal, GasAppliances, Pantry, StainlessSteelAppliance, Tile
  • Full Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Fireplace Features: Gas, WoodBurning
  • Fireplace: Yes
  • Association Contact: Jeff Ward
  • Main Level Full Bathrooms: 1
  • BathroomsFullUpperLevel: 3
  • BathroomsPartialMainLevel: 1
  • BathroomsTotalLowerLevel: 0.0
  • BathroomsTotalMainLevel: 1.1
  • BathroomsTotalUpperLevel: 3.0
  • Lot Size Range: SqFt20000toAcres1
  • Other Room10 Area: 322
  • Additional Room 10 Level: Main
  • Room 11 Level: Main
  • Room 12 Level: Main
  • Room 13 Level: Upper
  • Fourth Bedroom Area: 143
  • Fifth Bedroom Area: 108
  • Bedroom 7 Area: 224
  • Room 7 Description: _2ndBedroom
  • Additional Room 7 Level: Upper
  • Other Room8 Area: 364
  • Room 8 Description: _3rdBedroom
  • Additional Room 8 Level: Upper
  • Other Room9 Area: 322
  • Room 9 Description: DiningRoom
  • Additional Room 9 Level: Main

Exterior Features

  • Exterior Description: BoardBattenSiding,Cedar,CulturedStone
  • Exterior Features: BoatHouse, CoveredDeck, CoveredPatio, Dock, Fenced, Garden, Patio, Sprinkler, ToolShed, Yard
  • Lot Size: 20,000 SqFt to .99 Acres
  • Waterfront: Yes
  • Foundation Details: Slab
  • View: Yes
  • Lot Features: Level, Private, Sloped
  • Water Body Name: Oswego Lake
  • Waterfront Features: Lake
  • Disclosures: Disclosure
  • Home Warranty: No
  • Roof: Composition
  • View: Lake

Garage/Parking

  • Garage Type: Attached
  • Parking Description: Driveway, OnStreet
  • Attached Garage: Yes
  • Garage Spaces: 2.0
  • Total Parking Spaces: 2.0

Utilities

  • Fuel Description: Gas
  • Hot Water: Gas
  • Security: SecuritySystemOwned
  • Cooling: CentralAir
  • Cooling Y N: Yes
  • Heating: ForcedAir, Radiant
  • Heating Yn: Yes
  • Sewer: PublicSewer
  • Water Source: PublicWater

Condo/Co-op/Association

  • Association Amenities: BoatSlip, LakeEasement
  • Senior Community: No
  • Association #2 Fee: 5000.0
  • Association #2 Fee Frequency: OneTime
  • Association Fee: 2868.0
  • Association Fee Frequency: Annually
  • Association Name: Lake Corporation
  • Phone: 503-636-1422
  • Association: Yes
  • Association Email: jeff.ward@lakecorp.com

Association/Amenities

  • AssociationAddress: In file
  • AssociationPendingLitigationYN: Yes
  • AssociationStatus: Active

Schools

  • Elementary School: Forest Hills
  • High School: Lake Oswego
  • Middle Or Junior School: Lake Oswego

Lot Info

  • Lot Size Acres: 0.64
  • Lot Size Sq Ft: 27878.0
  • Parcel #: 00255976

Green Features

  • Green Certification: No

Tax Info

  • Tax Deferral: No
  • Tax Year: 2017
  • Tax Annual Amount: 16635.53

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 13, 2018
Closed on
Nov 29, 2018
Sold by
Marriott Dedre J
Bought by
Berner William E and Berner Laura L
Seller's Agent
Justin Harnish
Harnish Company Realtors
Buyer's Agent
Dale Kuhn
John L. Scott
List Price
$2,598,000
Sold Price
$2,500,000
Premium/Discount to List
-$98,000
-3.77%
Current Estimated Value
$3,271,900

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$771,900
Avg. Annual Appreciation
3.98%
Original Mortgage
$1,750,000
Outstanding Balance
$1,522,629
Interest Rate
4.2%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$1,749,271

Purchase Details

Closed on
Mar 19, 2014
Sold by
Caplan Sally H
Bought by
Marriott Dedre J

Purchase Details

Closed on
Nov 19, 2007
Sold by
Holser Alec S and Holser Binkley M
Bought by
Caplan Scott D and Caplan Sally H

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
6.38%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 2, 2001
Sold by
Marriott Dedre J
Bought by
Kerl Jon F and Kerl Linda E
Source: Public Records

Range of Values:

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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
Berner William E $2,500,000 Wfg Title
Marriott Dedre J $2,020,000 Wfg Title
Caplan Scott D $2,075,000 Western Title
Kerl Jon F -- Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Berner William E $1,750,000
Previous Owner Caplan Scott D $1,000,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
11/30/2018 11/30/18 Sold $2,500,000 -3.8% $609 / Sq Ft
08/18/2018 08/18/18 Pending -- -- --
08/13/2018 08/13/18 For Sale $2,598,000 -- $633 / Sq Ft
Source: Regional Multiple Listing Service (RMLS)

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 $23,106 $1,202,768 -- --
2023 $23,106 $1,167,736 $0 $0
2022 $21,762 $1,133,725 $0 $0
2021 $19,067 $1,044,245 $0 $0
2020 $18,588 $1,013,831 $0 $0
2019 $18,130 $984,302 $0 $0
2018 $17,241 $955,633 $0 $0
2017 $16,636 $927,799 $0 $0
2016 $15,143 $900,776 $0 $0
2015 $14,630 $874,540 $0 $0
2014 $14,441 $849,068 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Regional Multiple Listing Service (RMLS)

MLS Number: 18370668

Regional Multiple Listing Service (RMLS)

APN: 00255976