NOT LISTED FOR SALE

Estimated Value: $526,000 - $596,000

4 Beds
3.5 Baths
3,588 Sq Ft
$155/Sq Ft Est. Value

Last Sold May 27, 2021

Last sale price $401,075 $112 Per Sq Ft

Est. 36% increase in value since last sale

Current estimated payment $3,195/month

Highlights

  • Boat Ramp
  • Beach
  • Public Water Access
  • 1 Dock Slip
  • Home fronts navigable water
  • Public Beach

About This Home

As of May 2021

Vacation where you live in the sought after gated lake community of Lake Holiday, located only 20 minutes from Winchester! This 6 year young Colonial is conveniently located close to the gated entrance and backs up to beautiful common area for added privacy. Pride of ownership begins with the gorgeous extensive landscaping and rock walls and ends with many new interior updates! Kitchen upgrades include: granite counters, newer stainless steel appliances, updated lighting , and 42 inch custom cabinetry. Newer LVT flooring in bedrooms/living areas, plantation shutters in most rooms. Great room adjoins kitchen and has a great wood burning fireplace with optional use of electrical insert. Main floor offers flex space of either an office or 5th bedroom. 4 generously sized upper level bedrooms, with ample closet space in each. Finished walkout basement has recently been completed with stone bar, kitchenette with brick surround, custom cubby for electronics, full bath and additional future 5th/6th bedroom that is presently used as storage. Don't miss the second storage room/workshop. Bring your boat and enjoy the many amenities that Lake Holiday has to offer including swimming, boating, fishing, 2 beaches, volleyball/basketball/tennis courts, and marina.

Last Agent to Sell the Property

Lisa Cox

(540) 560-5711 lcox.realtor@gmail.com Colony Realty Listed on: 04/20/2021

Last Buyer's Agent

Denise Bishop

(540) 454-1163 realtordbishop@gmail.com Long & Foster Real Estate, Inc. License #022500196

Long & Foster Real Estate, Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $1,834

Year Built

  • Built in 2015

Lot Details

  • 0.25 Acre Lot
  • Home fronts navigable water
  • Public Beach
  • Backs To Open Common Area
  • Extensive Hardscape
  • Back and Front Yard
  • Property is in excellent condition
  • Property is zoned R5

HOA Fees

  • $142 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • 4 Driveway Spaces
  • Front Facing Garage
  • Garage Door Opener

Property Views

  • Scenic Vista
  • Woods

Home Design

  • Colonial Architecture
  • Architectural Shingle Roof
  • Stone Siding
  • Vinyl Siding

Interior Spaces

  • Property has 3 Levels
  • Open Floorplan
  • Wet Bar
  • Built-In Features
  • Bar
  • Chair Railings
  • Crown Molding
  • Ceiling Fan
  • Recessed Lighting
  • 1 Fireplace
  • Window Screens
  • Family Room Off Kitchen
  • Combination Kitchen and Living
  • Dining Room

Kitchen

  • Breakfast Area or Nook
  • Eat-In Kitchen
  • Electric Oven or Range
  • Self-Cleaning Oven
  • Built-In Microwave
  • Ice Maker
  • Dishwasher
  • Stainless Steel Appliances
  • Kitchen Island
  • Upgraded Countertops

Flooring

  • Wood
  • Carpet
  • Ceramic Tile
  • Vinyl

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Walk-In Closet
  • Soaking Tub
  • Bathtub with Shower

Laundry

  • Dryer
  • Washer

Finished Basement

  • Walk-Out Basement
  • Interior and Exterior Basement Entry
  • Space For Rooms
  • Basement Windows

Outdoor Features

  • Public Water Access
  • Property is near a lake
  • Waterski or Wakeboard
  • Swimming Allowed
  • Limit On Boat Length
  • Physical Dock Slip Conveys
  • 1 Dock Slip
  • 1 Powered Boats Permitted
  • 3 Non-Powered Boats Permitted
  • Lake Privileges
  • Deck
  • Exterior Lighting
  • Shed
  • Outbuilding
  • Porch

Schools

  • Gainesboro Elementary School
  • Frederick County Middle School
  • James Wood High School

Utilities

  • Central Air
  • Heat Pump System
  • Electric Water Heater
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 1153
  • Assessor Parcel Number 18A10 7 31153

Community Details

Overview

  • $2,000 Capital Contribution Fee
  • Association fees include common area maintenance, management, pier/dock maintenance, reserve funds, road maintenance, security gate
  • $57 Other Monthly Fees
  • Lake Holiday Country Club HOA
  • Lake Holiday Estates Subdivision
  • Community Lake

Amenities

  • Picnic Area
  • Common Area
  • Clubhouse

Recreation

  • Boat Ramp
  • Boat Dock
  • Pier or Dock
  • 90 Community Docks
  • Beach
  • Tennis Courts
  • Baseball Field
  • Community Basketball Court
  • Volleyball Courts
  • Community Playground
  • Fitness Center
  • Fishing Allowed
  • Jogging Path

Security

  • Security Service
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$1,834

Year Built

Built in 2015

Lot Details

0

HOA Fees

$142 per month

Parking

2

Listing Details

  • Property Type: Residential
  • Structure Type: Detached
  • Architectural Style: Colonial
  • Ownership: Fee Simple
  • Inclusions: Plantation shutters, custom bar, remote control blinds in basement, dart board and backing.
  • New Construction: No
  • Story List: Lower 1, Main, Upper 1
  • Expected On Market: 2021-04-23
  • Year Built: 2015
  • Automatically Close On Close Date: No
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Built-In Microwave, Dishwasher, Refrigerator, Icemaker, Oven - Self Cleaning, Oven/Range - Electric, Washer, Dryer, Stainless Steel Appliances
  • Flooring Type: Hardwood, Ceramic Tile, Carpet, Vinyl
  • Interior Amenities: Built-Ins, Bar, Breakfast Area, Carpet, Ceiling Fan(s), Chair Railings, Combination Kitchen/Living, Crown Moldings, Dining Area, Family Room Off Kitchen, Floor Plan - Open, Kitchen - Eat-In, Kitchen - Island, Pantry, Recessed Lighting, Soaking Tub, Tub Shower, Upgraded Countertops, Walk-In Closet(s), Wet/Dry Bar, Wood Floors
  • Window Features: Screens
  • Fireplaces Count: 1
  • Levels Count: 3
  • Room List: Living Room, Dining Room, Primary Bedroom, Bedroom 2, Bedroom 3, Bedroom 4, Kitchen, Family Room, Primary Bathroom, Full Bath, Half Bath
  • Basement: Yes
  • Basement Type: Fully Finished, Interior Access, Outside Entrance, Rear Entrance, Space For Rooms, Walkout Level, Windows
  • Total Sq Ft: 3821
  • Living Area Sq Ft: 3588
  • Price Per Sq Ft: 142.93
  • Above Grade Finished Sq Ft: 2588
  • Below Grade Finished Sq Ft: 1000
  • Below Grade Sq Ft: 233
  • Total Below Grade Sq Ft: 1233
  • Above Grade Finished Area Units: Square Feet

Beds/Baths

  • Bedrooms: 4
  • Total Bathrooms: 4
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Main Level Bathrooms: 1.00
  • Upper Level Bathrooms: 2
  • Lower Levels Bathrooms: 1
  • Upper Level Bathrooms: 2.00
  • Lower Levels Bathrooms: 1.00
  • Lower Level Full Bathrooms: 1
  • Main Level Half Bathrooms: 1

Exterior Features

  • Other Structures: Above Grade, Below Grade
  • Other Structures List: Shed
  • Construction Materials: Stone, Vinyl Siding
  • Exterior Features: Extensive Hardscape, Exterior Lighting, Outbuilding(s)
  • Roof: Architectural Shingle
  • View: Scenic Vista, Trees/Woods, Street
  • Water Access Features: Boat - Powered, Boat - Length Limit, Fishing Allowed, Public Access, Public Beach, Swimming Allowed, Waterski/Wakeboard
  • Water Access: Yes
  • Water Body Name: Lake Holiday
  • Water Body Type: Lake
  • Waterfront: No
  • Water Oriented: Yes
  • Pool: No Pool
  • Tidal Water: No
  • Water View: No

Garage/Parking

  • Garage Spaces: 2.00
  • Garage: Yes
  • Garage Features: Garage - Front Entry, Garage Door Opener, Inside Access
  • Attached Garage Spaces: 2
  • Total Garage And Parking Spaces: 6
  • Type Of Parking: Driveway, Attached Garage
  • Number of Spaces in Driveway: 4

Utilities

  • Central Air Conditioning: Yes
  • Cooling Fuel: Electric
  • Cooling Type: Central A/C
  • Heating Fuel: Electric
  • Heating Type: Heat Pump(s)
  • Heating: Yes
  • Hot Water: Electric
  • Sewer/Septic System: Public Sewer
  • Utilities: Cable Tv Available, Phone Available
  • Water Source: Public
  • Internet Services: Cable

Condo/Co-op/Association

  • HOA Fees: 142.00
  • HOA Fee Frequency: Monthly
  • Condo Co-Op Association: No
  • HOA Condo Co-Op Amenities: Baseball Field, Basketball Courts, Beach, Boat Dock/Slip, Boat Ramp, Club House, Common Grounds, Exercise Room, Gated Community, Jog/Walk Path, Lake, Picnic Area, Pier/Dock, Security, Tennis Courts, Tot Lots/Playground, Volleyball Courts, Water/Lake Privileges
  • HOA Condo Co-Op Fee Includes: Common Area Maintenance, Management, Pier/Dock Maintenance, Reserve Funds, Road Maintenance, Security Gate
  • HOA Name: LAKE HOLIDAY COUNTRY CLUB
  • HOA: Yes
  • Senior Community: No

Fee Information

  • Other Fees: 678.00
  • Other Fees Frequency: Annually
  • Capital Contribution Fee: 2000.00

Schools

  • Elementary School Source: Listing Agent
  • High School Source: Listing Agent
  • Middle School Source: Listing Agent
  • School District Source: Listing Agent
  • Elementary School: GAINESBORO
  • High School: JAMES WOOD
  • Middle Or Junior School: FREDERICK COUNTY

Green Features

  • Clean Green Assessed: No

Lot Info

  • Improvement Assessed Value: 263700.00
  • Land Assessed Value: 37000.00
  • Lot Features: Backs - Open Common Area, Rear Yard, Front Yard
  • Lot Size Acres: 0.25
  • Lot Size Units: Square Feet
  • Lot Sq Ft: 10685.00
  • Outdoor Living Structures: Deck(s), Porch(es)
  • Property Condition: Excellent
  • Zoning: R5
  • In City Limits: No

Rental Info

  • Vacation Rental: No

Tax Info

  • Assessor Parcel Number: 18773806
  • Tax Annual Amount: 1834.00
  • Assessor Parcel Number: 18A10 7 31153
  • Tax Lot: 1153
  • County Tax Payment Frequency: Annually
  • Tax Data Updated: Yes
  • Tax Year: 2020

MLS Schools

  • School District Name: FREDERICK COUNTY PUBLIC SCHOOLS

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 20, 2021
Closed on
May 25, 2021
Sold by
Wortman Kevin and Wortman Penny
Bought by
Schaefer Gregg and Schaefer Ann Marie
Seller's Agent
Lisa Cox
Colony Realty
Buyer's Agent
Denise Bishop
Long & Foster Real Estate, Inc.
Sold Price
$401,075
Current Estimated Value
$543,891

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$142,816
Avg. Annual Appreciation
7.29%
Original Mortgage
$320,860
Outstanding Balance
$290,325
Interest Rate
3%
Mortgage Type
New Conventional
Estimated Equity
$264,326

Purchase Details

Listed on
Sep 4, 2015
Closed on
Oct 20, 2015
Sold by
Dr Holdings Va Llc
Bought by
Wortman Penny and Wortman Kevin
Seller's Agent
Jay Day
LPT Realty, LLC
Buyer's Agent
Non Member Member
Metropolitan Regional Information Systems, Inc.
List Price
$274,990
Sold Price
$277,964
Premium/Discount to List
$2,974
1.08%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.75%
Original Mortgage
$287,136
Interest Rate
3.9%
Mortgage Type
VA
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Schaefer Gregg $401,075 Old Republic Title
Wortman Penny $277,964 None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Schaefer Gregg $320,860
Previous Owner Wortman Penny $287,136
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
05/27/2021 05/27/21 Sold $401,075 +44.3% $112 / Sq Ft
04/20/2021 04/20/21 Pending -- -- --
10/20/2015 10/20/15 Sold $277,964 +1.1% $109 / Sq Ft View Prior Sale
09/04/2015 09/04/15 For Sale $274,990 -- $108 / Sq Ft
Source: Bright 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
2025 $2,539 $528,900 $58,000 $470,900
2024 $1,388 $437,500 $42,000 $395,500
2023 $2,231 $437,500 $42,000 $395,500
2022 $1,992 $326,500 $37,000 $289,500
2021 $2,670 $326,500 $37,000 $289,500
2020 $2,512 $300,700 $37,000 $263,700
2019 $2,431 $300,700 $37,000 $263,700
2018 $2,344 $273,100 $37,000 $236,100
2017 $2,317 $273,100 $37,000 $236,100
2016 $1,501 $244,500 $25,100 $219,400
2015 $112 $20,000 $20,000 $0
2014 $456 $20,000 $20,000 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Bright MLS

MLS Number: VAFV163574

Bright MLS

APN: 18A107-3-1153