NOT LISTED FOR SALE

Estimated Value: $723,000 - $855,000

4 Beds
2.5 Baths
1,925 Sq Ft
$410/Sq Ft Est. Value

Last Sold April 08, 2021

Last sale price $625,000 $325 Per Sq Ft

Est. 26% increase in value since last sale

Current estimated payment $5,190/month

38 Days on Market

Highlights

  • Boat Dock
  • Private Pool
  • Lake View
  • Paso Robles High School Rated A-
  • Primary Bedroom Suite
  • Clubhouse

About This Home

As of April 2021

Fantastic Lake Home located on an extra wide one way circle Street in the premier gated community of Oak Shores. This spacious open floor plan with vaulted ceilings in the kitchen living room area has everything you will need to entertain your guests. Four bedrooms and a den allow beds for up to 14 people. Enjoy a glass of wine on this large low maintenance deck over looking the lake. Large garage for your jet ski's, golf cart or a smaller ski boat. Huge carport for your tower boat or a pontoon. You can walk to the west ramp from this home for easy lake access! Buyer has first right of refusal to purchase boat slip located in private marina.

Last Agent to Sell the Property

Grace Borzini

Oak Shores Realty License #01272895 Listed on: 01/11/2021

Last Buyer's Agent

Grace Borzini

Oak Shores Realty License #01272895 Listed on: 01/11/2021

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,844

Year Built

  • Built in 1999

Lot Details

  • 7,500 Sq Ft Lot
  • Rural Setting

HOA Fees

  • $267 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Carport
  • Parking Available
  • Up Slope from Street

Property Views

  • Lake
  • Mountain
  • Neighborhood

Home Design

  • Planned Development
  • Slab Foundation
  • Composition Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,925 Sq Ft Home
  • Living Room with Fireplace
  • Laundry Room

Kitchen

  • Gas Range
  • Microwave
  • Dishwasher

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms | 2 Main Level Bedrooms
  • Primary Bedroom Suite
  • Jack-and-Jill Bathroom

Pool

  • Private Pool

Utilities

  • Central Air
  • Propane
  • Private Water Source

Listing and Financial Details

  • Assessor Parcel Number 012232059

Community Details

Overview

  • Osca Association, Phone Number (805) 472-2233
  • Pr Lake Nacimiento Subdivision
  • Maintained Community

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Picnic Area
  • Clubhouse

Recreation

  • Boat Dock
  • Community Playground
  • Community Pool

Security

  • Security Guard
  • Controlled Access

Home Details

Home Type

Single Family

Est. Annual Taxes

$7,844

Year Built

Built in 1999

Lot Details

0

HOA Fees

$267 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: PR Lake Nacimiento(230)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 012232059
  • Year Built: 1999
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1925.00 Square Feet
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Fireplace Features: Living Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 324.68
  • Room Type: Jack & Jill, Living Room, Master Suite

Exterior Features

  • Foundation: Concrete Perimeter, Slab
  • View: Lake, Mountain(s), Neighborhood
  • Pool Features: Private, Association, Community
  • Pool Private: Yes
  • Roof: Composition

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Carport, Garage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Connected, Propane, Water Connected
  • Laundry: Yes
  • Appliances: Dishwasher, Gas Range, Microwave, Refrigerator
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Private
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Barbecue, Outdoor Cooking Area, Picnic Area, Playground, Dock, Clubhouse, Maintenance Grounds, Trash, Guard, Security, Controlled Access
  • Association Fee: 3208.00
  • Association Fee Frequency: Annually
  • Association Name: OSCA
  • Phone: 805-472-2233
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Rural
  • Association Management: OSCA

Schools

  • School District: Paso Robles Joint Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Up Slope from Street
  • Lot Size Sq Ft: 7500.00
  • Lot Size Acres: 0.1722

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7500.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 100.02

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 11, 2021
Closed on
Mar 5, 2021
Sold by
Dockerty Robert A and Dockerty Trudy M
Bought by
Katherman Charles E and Katherman Lisa A
Seller's Agent
Grace Borzini
Oak Shores Realty
Buyer's Agent
Grace Borzini
Oak Shores Realty
List Price
$639,000
Sold Price
$625,000
Premium/Discount to List
-$14,000
-2.19%
Current Estimated Value
$789,707

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$164,707

Purchase Details

Listed on
Aug 4, 2018
Closed on
Jun 12, 2019
Sold by
Swaim Jeffrey A and Swaim Rachelle D
Bought by
Dockerty Robert A and Dockerty Trudy M
Seller's Agent
Grace Borzini
Oak Shores Realty
Buyer's Agent
Leona Young
Oak Shores Realty
List Price
$559,000
Sold Price
$485,000
Premium/Discount to List
-$74,000
-13.24%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
15.41%
Original Mortgage
$310,000
Interest Rate
4%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 29, 2012
Sold by
Swaim Jeffrey A and Swaim Rachelle D
Bought by
Swaim Jeffrey A and Swaim Rachelle D

Purchase Details

Closed on
Dec 15, 2011
Sold by
Swaim Jeffrey A and Swaim Rachelle D
Bought by
Swaim Jeffrey A and Swaim Rachelle D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$275,000
Interest Rate
3.93%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 13, 2000
Sold by
Swaim Jeffrey S and Swaim Rachelle D
Bought by
Swaim Jeffrey A and Swaim Rachelle D

Purchase Details

Closed on
Jun 24, 1999
Sold by
Young Donald G and Holloway Ross A
Bought by
Swaim Jeffrey A and Swaim Rachelle D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$139,900
Interest Rate
7.66%

Purchase Details

Closed on
Jan 13, 1999
Sold by
The Milloway Family Ltd Partnership
Bought by
Young Donald G and Holloway Ross A

Purchase Details

Closed on
Apr 4, 1994
Sold by
Milloway Thomas G and Milloway Rose M
Bought by
Milloway Gregory A

Purchase Details

Closed on
Mar 4, 1994
Sold by
Milloway Thomas G and Milloway Rose M
Bought by
Milloway Thomas G and Milloway Rose M
Source: Public Records

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
Katherman Charles E $625,000 Fidelity National Title Co
Dockerty Robert A $485,000 Fidelity National Title Co
Swaim Jeffrey A -- None Available
Swaim Jeffrey A -- Linear Title & Closing
Swaim Jeffrey A -- --
Swaim Jeffrey A $240,000 First American Title Ins Co
Young Donald G $26,000 First American Title Co
Milloway Gregory A -- --
Milloway Thomas C -- --
Milloway Thomas G -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Dockerty Robert A $310,000
Previous Owner Swam Jeffrey A $176,000
Previous Owner Swaim Jeffrey A $275,000
Previous Owner Swaim Jeffrey A $100,000
Previous Owner Swaim Jeffrey A $140,550
Previous Owner Swaim Jeffrey A $139,900
Previous Owner Young Donald G $136,400
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/08/2021 04/08/21 Sold $625,000 -2.2% $325 / Sq Ft
02/18/2021 02/18/21 Pending -- -- --
01/11/2021 01/11/21 For Sale $639,000 +31.8% $332 / Sq Ft
07/02/2019 07/02/19 Sold $485,000 -2.0% $252 / Sq Ft
05/28/2019 05/28/19 Price Changed $495,000 -4.8% $257 / Sq Ft
03/20/2019 03/20/19 Price Changed $520,000 -2.8% $270 / Sq Ft
12/21/2018 12/21/18 Price Changed $535,000 -4.3% $278 / Sq Ft
08/04/2018 08/04/18 For Sale $559,000 -- $290 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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 $7,844 $676,518 $243,546 $432,972
2024 $7,694 $663,254 $238,771 $424,483
2023 $7,694 $650,250 $234,090 $416,160
2022 $7,829 $637,500 $229,500 $408,000
2021 $6,173 $490,024 $202,072 $287,952
2020 $6,529 $485,000 $200,000 $285,000
2019 $3,932 $330,523 $137,776 $192,747
2018 $3,854 $324,043 $135,075 $188,968
2017 $3,777 $317,690 $132,427 $185,263
2016 $3,613 $311,462 $129,831 $181,631
2015 $3,556 $306,784 $127,881 $178,903
2014 $3,428 $300,775 $125,376 $175,399
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NS21005903

California Regional Multiple Listing Service (CRMLS)

APN: 012-232-059