NOT LISTED FOR SALE

Estimated Value: $3,608,286 - $3,943,000

5 Beds
4 Baths
3,838 Sq Ft
$990/Sq Ft Est. Value

Last Sold January 14, 2019

Last sale price $2,600,000 $677 Per Sq Ft

Est. 46% increase in value since last sale

Current estimated payment $23,905/month

48 Days on Market

Highlights

  • Boathouse
  • Lake Front
  • Home Theater
  • Forest Hills Elementary School Rated A
  • Community Boat Slip
  • Second Garage

About This Home

As of January 2019

Spectacular Cabana on Oswego Lake's Lakewood Bay. Located just 6 blocks from LO's epicenter this home has everything the discriminating buyer desires; loads of parking, 3 car garage, gourmet kitchen w/great room overlooking the Bay, covered outdoor entertaining at the waters edge, master suite w/walk in closet, elevator access to all floors, detached guest studio w/1 bedroom 1 bath & wine/TV room, private courtyard & southern exposure!

Last Listed By

Justin Harnish

Harnish Company Realtors License #200112017 Listed on: 10/23/2018

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $22,804

Year Built

  • Built in 2002

Lot Details

  • 9,147 Sq Ft Lot
  • Lake Front
  • Property fronts an easement
  • Cul-De-Sac
  • Fenced
  • Level Lot
  • Sprinkler System
  • Private Yard

HOA Fees

  • $174 Monthly HOA Fees

Parking

  • 3 Car Garage
  • Second Garage
  • Tandem Garage

Property Views

  • Bay
  • Lake
  • Mountain

Home Design

  • Traditional Architecture
  • Brick Exterior Construction
  • Composition Roof
  • Cement Siding

Interior Spaces

  • 3,838 Sq Ft Home
  • 2-Story Property
  • Elevator
  • Central Vacuum
  • Sound System
  • Built-In Features
  • 3 Fireplaces
  • Gas Fireplace
  • Family Room
  • Living Room
  • Dining Room
  • Home Theater
  • Den
  • Wood Flooring
  • Security System Owned

Kitchen

  • Double Oven
  • Gas Oven or Range
  • Free-Standing Range
  • Built-In Refrigerator
  • Dishwasher
  • Wine Cooler
  • Kitchen Island
  • Granite Countertops
  • Disposal

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Maid or Guest Quarters
  • In-Law or Guest Suite
  • Hydromassage or Jetted Bathtub

Accessible Home Design

  • Accessibility Features
  • Accessible Parking

Outdoor Features

  • Boathouse
  • Covered Deck
  • Outdoor Water Feature
  • Outdoor Fireplace

Additional Homes

  • Accessory Dwelling Unit (ADU)

Schools

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

Utilities

  • Forced Air Heating and Cooling System
  • Heating System Uses Gas
  • Gas Water Heater

Listing and Financial Details

  • Assessor Parcel Number 00254959

Community Details

Overview

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

Recreation

  • Community Boat Slip

Home Details

Home Type

Single Family

Est. Annual Taxes

$22,804

Year Built

Built in 2002

Lot Details

0

HOA Fees

$174 per month

Parking

3

Listing Details

  • Standard Status: Closed
  • MLS Status: Sold
  • Property Type: Residential
  • Accessibility: Yes
  • Stories: 2
  • Year Built: 2002
  • Property Condition: Resale
  • Property Sub Type: SingleFamilyResidence
  • Architectural Style: Traditional
  • New Construction: No
  • Property Attached Yn: No
  • Open House: No
  • Room 10 Features: BuiltinFeatures
  • Room 11 Features: GourmetKitchen,HardwoodFloors,Island
  • Room 12 Features: Fireplace,GreatRoom,HardwoodFloors
  • Room 7 Features: BuiltinFeatures,ClosetOrganizer
  • Room 8 Features: ClosetOrganizer,Deck
  • Room 9 Features: Formal,HardwoodFloors
  • Special Features: VirtualTour

Interior Features

  • Accessibility Features: CaregiverQuarters, Parking
  • Total Bathrooms: 4.0
  • Fireplaces: 3
  • Interior Amenities: CentralVacuum, Elevator, Granite, HardwoodFloors, HomeTheater, JettedTub, SeparateLivingQuartersApartmentAuxLivingUnit, SoundSystem, Sprinkler
  • Room 4 Description: _4thBedroom
  • Room 4 Features: ClosetOrganizer
  • Room 4 Level: Main
  • Room 5 Description: Den
  • Room 5 Features: BuiltinFeatures,HardwoodFloors
  • Room 5 Level: Upper
  • Room 6 Description: MediaRoom
  • Room 6 Features: BuiltinFeatures,Fireplace
  • Room 6 Level: Main
  • Basement: None
  • Appliances: BuiltinRefrigerator, Dishwasher, Disposal, DoubleOven, FreeStandingRange, GasAppliances, Granite, Island, Pantry, WineCooler
  • Full Bathrooms: 4
  • Total Bedrooms: 5
  • Fireplace Features: Gas
  • Fireplace: Yes
  • Association Contact: Jeff Ward
  • Main Level Full Bathrooms: 1
  • BathroomsFullUpperLevel: 3
  • BathroomsTotalLowerLevel: 0.0
  • BathroomsTotalMainLevel: 1.0
  • BathroomsTotalUpperLevel: 3.0
  • Lot Size Range: SqFt7000to9999
  • Other Room10 Area: 196
  • Additional Room 10 Level: Main
  • Room 11 Level: Main
  • Room 12 Level: Main
  • Room 13 Level: Upper
  • Fourth Bedroom Area: 121
  • Fifth Bedroom Area: 144
  • Bedroom 7 Area: 121
  • Room 7 Description: _2ndBedroom
  • Additional Room 7 Level: Upper
  • Other Room8 Area: 110
  • Room 8 Description: _3rdBedroom
  • Additional Room 8 Level: Upper
  • Room 9 Description: DiningRoom
  • Additional Room 9 Level: Main

Exterior Features

  • Exterior Description: Brick,CementSiding
  • Exterior Features: BoatHouse, CoveredDeck, Fenced, GasHookup, GuestQuarters, OutdoorFireplace, SecondGarage, Sprinkler, WaterFeature, Yard
  • Lot Size: 7,000 to 9,999 SqFt
  • Waterfront: Yes
  • View: Yes
  • Lot Features: Cul_de_sac, Level
  • Water Body Name: Oswego Lake
  • Waterfront Features: Lake
  • Disclosures: Disclosure
  • Home Warranty: No
  • Roof: Composition
  • View: Bay,Lake,Mountain

Garage/Parking

  • Garage Type: Attached,Detached,Tandem
  • Attached Garage: Yes
  • Garage Spaces: 3.0
  • Total Parking Spaces: 3.0

Utilities

  • Fuel Description: Gas
  • Hot Water: Gas
  • Security: SecuritySystemOwned
  • Cooling: CentralAir
  • Cooling Y N: Yes
  • Heating: ForcedAir
  • 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: 2091.0
  • Association Fee Frequency: Annually
  • Association Name: Lake Oswego Corporation
  • Phone: 503-636-1422
  • Association: Yes
  • Association Email: Jeff.ward@lakecorp.com

Association/Amenities

  • AssociationAddress: McVey
  • AssociationPendingLitigationYN: Yes
  • AssociationStatus: Active

Schools

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

Lot Info

  • Lot Size Acres: 0.21
  • Lot Size Sq Ft: 9147.0
  • Parcel #: 00254959

Green Features

  • Green Certification: No

Tax Info

  • Tax Deferral: No
  • Tax Year: 2018
  • Tax Annual Amount: 22804.2

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 23, 2018
Closed on
Dec 26, 2018
Sold by
Handley Jonathan Bradford and Handley Anita Lisa
Bought by
Sherbondy James and Balaesh Anna
Seller's Agent
Justin Harnish
Harnish Company Realtors
Buyer's Agent
Bill Marquard
Cascade Hasson Sotheby's International Realty
List Price
$2,798,000
Sold Price
$2,600,000
Premium/Discount to List
-$198,000
-7.08%
Total Days on Market
48
Current Estimated Value
$3,800,762

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,200,762
Avg. Annual Appreciation
6.47%
Original Mortgage
$200,000
Interest Rate
4.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 2, 2014
Sold by
Robert J Davis Revocable Trust
Bought by
Handley Trust and Handley Anita Lisa

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,250,000
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Jan 7, 2014
Sold by
Davis Robert J and Davis Lora D
Bought by
Davis Robert J and Robert J Davis Revocable Trust

Purchase Details

Closed on
Jul 2, 2013
Sold by
Nieland Quinn P and Nieland Nicole C
Bought by
Cabana Corporation

Purchase Details

Closed on
Apr 29, 2010
Sold by
Davis Scott M and Davis Keri L
Bought by
Davis Robert J and Davis Lora D

Purchase Details

Closed on
Oct 20, 2004
Sold by
Davis Scott M
Bought by
Davis Scott M and Davis Keri L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
5.82%
Mortgage Type
Stand Alone Refi Refinance Of Original Loan

Purchase Details

Closed on
Jul 19, 2001
Sold by
Haslinger Peter
Bought by
Davis Scott M and Davis Keri L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$785,000
Interest Rate
7.13%
Mortgage Type
Construction

Purchase Details

Closed on
Jul 9, 2001
Sold by
Haslinger Peter
Bought by
Davis Scott M and Davis Keri L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$785,000
Interest Rate
7.13%
Mortgage Type
Construction

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
Sherbondy James $2,600,000 Wfg Title
Handley Trust $2,550,000 Wfg Title
Cabana Corporation -- Accommodation
Davis Robert J $2,150,000 Fidelity Natl Title Co Of Or
Davis Scott M -- --
Davis Scott M -- Stewart
Davis Scott M $355,000 Pacific Nw Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Sherbondy James $1,999,999
Closed Sherbondy James $200,000
Previous Owner Handley Trust $1,250,000
Previous Owner Davis Scott M $299,000
Previous Owner Davis Scott M $750,000
Previous Owner Davis Scott M $28,400
Previous Owner Davis Scott M $785,000
Previous Owner Davis Scott M $275,000
Closed Davis Scott M $62,250
Closed Davis Scott M $200,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/14/2019 01/14/19 Sold $2,600,000 -7.1% $677 / Sq Ft
12/10/2018 12/10/18 Pending -- -- --
10/23/2018 10/23/18 For Sale $2,798,000 -- $729 / 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
2023 $30,695 $1,551,273 $0 $0
2022 $28,909 $1,506,091 $0 $0
2021 $26,698 $1,462,225 $0 $0
2020 $26,028 $1,419,636 $0 $0
2019 $23,981 $1,301,927 $0 $0
2018 $22,804 $1,264,007 $0 $0
2017 $22,004 $1,227,191 $0 $0
2016 $20,029 $1,191,448 $0 $0
2015 $19,351 $1,156,746 $0 $0
2014 $19,101 $1,123,054 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Source: Regional Multiple Listing Service (RMLS)

MLS Number: 18208860

Regional Multiple Listing Service (RMLS)

APN: 00254959