NOT LISTED FOR SALE

Estimated Value: $556,000 - $821,511

3 Beds
2 Baths
2,494 Sq Ft
$298/Sq Ft Est. Value

Last Sold July 30, 2021

Last sale price $830,000 $333 Per Sq Ft

Est. 10% decrease in value since last sale

Current estimated payment $4,560/month

7 Days on Market

Highlights

  • Lake Front
  • In Ground Pool
  • Gated Community
  • Fitness Center
  • Active Adult
  • Clubhouse

About This Home

As of July 2021

LAKEFRONT Resort Style Living in Heritage Lakeside, a highly desirable gated 55+ GATED Community!! Stunning home with unparalleled VIEWS of the water from almost every room! Exquisite 3-bedroom plus DEN, 2 bath, 2,494 sq. ft. on .21 acre. Open spacious floorplan! This masterpiece is an entertainer's dream complete with spacious kitchen that includes a huge island with counter eating, walk-in pantry & dining area open to the family room! Separate living & dining room! Spacious master suite with access to backyard patio! SPA-like master bath with soaking tub & shower stall! Laundry room with storage! 3 car garage! Enjoy the spectacular indoor/outdoor living! You will love the beautifully landscaped backyard with striking panoramic VIEWS of the lake!!! The property offers serenity! Walking distance to the Clubhouse that includes community swimming pool, spa, tennis court, fitness center, outdoor sports areas, putting green, community boat dock with association boat & social groups!

Last Agent to Sell the Property

Sande Blevins

Coldwell Banker Realty License #01291035 Listed on: 07/02/2021

Coldwell Banker Realty

Last Buyer's Agent

Kimberly Yee

Keller Williams Realty License #01392146

Keller Williams Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,134

Year Built

  • Built in 2000

Lot Details

  • 9,239 Sq Ft Lot
  • Lake Front
  • Landscaped
  • Sprinklers on Timer
  • Zoning described as RD-4

HOA Fees

  • $185 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Front Facing Garage
  • Garage Door Opener

Home Design

  • Contemporary Architecture
  • Planned Development
  • Slab Foundation
  • Frame Construction
  • Tile Roof

Interior Spaces

  • 2,494 Sq Ft Home
  • 1-Story Property
  • Ceiling Fan
  • Double Pane Windows
  • Formal Entry
  • Family Room with Fireplace
  • Living Room
  • Dining Room
  • Den
  • Lake Views

Kitchen

  • Double Oven
  • Built-In Gas Oven
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Linoleum

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms
  • Bathtub with Shower

Laundry

  • Laundry Room
  • Laundry on main level
  • Laundry Cabinets

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Pool

  • In Ground Pool
  • Gunite Pool
  • Fence Around Pool

Outdoor Features

  • Access To Lake
  • Patio
  • Rear Porch

Location

  • Property is near a clubhouse

Utilities

  • Central Heating and Cooling System
  • 220 Volts
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 119-1730-022-0000

Community Details

Overview

  • Active Adult
  • Association fees include ground maintenance
  • Heritage Lakeside Association, Phone Number (916) 691-5201
  • Built by US Home
  • Heritage In Lakeside Subdivision
  • Mandatory home owners association
  • Greenbelt

Amenities

  • Community Barbecue Grill
  • Clubhouse

Recreation

  • Tennis Courts
  • Fitness Center
  • Community Pool
  • Community Spa
  • Putting Green
  • Trails

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,134

Year Built

Built in 2000

Lot Details

0

HOA Fees

$185 per month

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Planned Unit Develop
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: No
  • Restrictions: Age Restrictions,Exterior Alterations
  • Stories: 1
  • Year Built: 2000
  • Architectural Style: Contemporary
  • Levels: One
  • Subdivision: Heritage in Lakeside
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Gas Cook Top, Built-In Gas Oven, Dishwasher, Disposal, Microwave, Double Oven
  • Interior Amenities: Formal Entry
  • Fireplace Features: Family Room
  • Fireplaces: 1
  • Flooring: Carpet, Linoleum
  • Master Bathroom Features: Closet,Shower Stall(s),Double Sinks,Soaking Tub,Tile,Walk-In Closet,Window
  • Master Bedroom Features: Ground Floor,Outside Access
  • Bathroom Features: Tub w/Shower Over
  • Bathrooms: 2.00
  • Dining Room Features: Formal Room,Dining Bar,Dining/Family Combo,Space in Kitchen
  • Family Room Features: Great Room,View
  • Kitchen Features: Breakfast Area,Pantry Closet,Island
  • Living Room Features: View
  • Room Type: Master Bathroom, Den, Dining Room, Family Room, Kitchen, Laundry, Living Room
  • Main Level: Bedroom(s),Living Room,Dining Room,Family Room,Master Bedroom,Full Bath(s),Garage,Kitchen
  • Price Per Square Foot: 332.80
  • Square Footage: 2494
  • Window Features: Dual Pane Full

Exterior Features

  • Builder Name: US Home
  • Construction Materials: Frame
  • Foundation: Slab
  • Frontage Type: Waterfront, Lakefront
  • Horse Property: No
  • Listing Price: 750000.00
  • Lot Features: Auto Sprinkler F&R, Close to Clubhouse, Curb(s)/Gutter(s), Gated Community, Lake Access, Landscape Back, Landscape Front, Low Maintenance
  • Patio And Porch Features: Back Porch, Uncovered Patio
  • Pool Features: Built-In, Common Facility, Fenced, Gunite Construction
  • Pool: Yes
  • Property Condition: Original
  • Road Surface Type: Paved
  • Roof: Tile
  • Spa: No
  • View Description: Water, Lake

Garage/Parking

  • Garage Spaces: 3
  • Parking Features: Attached, Garage Door Opener, Garage Facing Front
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Security: Carbon Mon Detector, Smoke Detector, Unguarded Gate
  • Sewer: In & Connected
  • Utilities: All Public, Cable Connected
  • Cooling: Ceiling Fan(s), Central
  • Electric: 220 Volts
  • Heating: Central
  • Laundry Features: Cabinets, Laundry Closet, Ground Floor, Inside Room
  • Water Source: Meter Required, Public

Condo/Co-op/Association

  • Association Features: Barbeque, Pool, Clubhouse, Putting Green(s), Exercise Room, Spa/Hot Tub, Tennis Courts, Trails
  • Association Fee: 185
  • Association Fee Frequency: Monthly
  • Association Fee Includes: Maintenance Grounds
  • Association Name: Heritage Lakeside
  • Association Phone: (916) 691-5201
  • Association: Yes
  • Pets Allowed: Yes
  • Senior Community: Yes

Association/Amenities

  • Mandatory Association: Yes

Schools

  • Senior High School District: Elk Grove Unified

Lot Info

  • Zoning Description: RD-4
  • Irrigation: None
  • Lot Size Acres: 0.2121
  • Lot Size Sq Ft: 9239

Rental Info

  • Current Rent: 2060

Tax Info

  • Assessor Parcel Number: 119-1730-022-0000
  • Bonds/Assessments/Taxes Description: Mello Roos
  • Bonds/Assessments/Taxes: Yes

MLS Schools

  • School District (County): Sacramento

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 2, 2021
Closed on
Jul 28, 2021
Sold by
Chan Jack F and Chan Wai S
Bought by
Ortiz Daniel M and Lee Sandee Lori
Seller's Agent
Sande Blevins
Coldwell Banker Realty
Buyer's Agent
Kimberly Yee
Keller Williams Realty
List Price
$750,000
Sold Price
$830,000
Premium/Discount to List
$80,000
10.67%
Current Estimated Value
$744,378

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$85,622
Avg. Annual Appreciation
-0.44%
Original Mortgage
$539,500
Outstanding Balance
$491,846
Interest Rate
2.93%
Mortgage Type
New Conventional
Estimated Equity
$323,173

Purchase Details

Closed on
Apr 3, 2015
Sold by
Chan Jack F and Chan Wai S
Bought by
The Chan Family 2007 Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$238,000
Interest Rate
3.64%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 11, 2007
Sold by
Chan Jack F and Chan Wai S
Bought by
Chan Jack F and Chan Wai S

Purchase Details

Closed on
Feb 28, 2005
Sold by
Vanfleet Adrian and Vanfleet Jantina
Bought by
Chan Jack F and Chan Wai S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$240,700
Interest Rate
5.66%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 7, 2002
Sold by
Vanfleet Adrian and Vanfleet Jantina
Bought by
Vanfleet Adrian and Vanfleet Jantina

Purchase Details

Closed on
Jul 25, 2000
Sold by
Us Home Corp
Bought by
Vanfleet Adrian and Vanfleet Jantina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$32,982
Interest Rate
8.2%
Source: Public Records

Range of Values:

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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
Ortiz Daniel M $830,000 Cornerstone Title Company
The Chan Family 2007 Trust -- Chicago Title Company
Chan Jack F -- None Available
Chan Jack F -- None Available
Chan Jack F $552,500 North American Title Co
Vanfleet Adrian -- --
Vanfleet Adrian $305,500 Placer Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Ortiz Daniel M $539,500
Previous Owner The Chan Family 2007 Trust $238,000
Previous Owner Chan Jack F $240,700
Previous Owner Vanfleet Adrian $32,982
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/30/2021 07/30/21 Sold $830,000 +10.7% $333 / Sq Ft
07/09/2021 07/09/21 Pending -- -- --
07/02/2021 07/02/21 For Sale $750,000 -- $301 / Sq Ft
Source: MetroList

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 $5,134 $464,155 $118,852 $345,303
2024 $5,134 $455,055 $116,522 $338,533
2023 $4,990 $446,134 $114,238 $331,896
2022 $4,872 $434,388 $111,999 $322,389
2021 $7,975 $711,477 $412,079 $299,398
2020 $7,205 $620,384 $359,320 $261,064
2019 $7,480 $590,843 $342,210 $248,633
2018 $7,239 $573,635 $332,243 $241,392
2017 $6,790 $531,145 $307,633 $223,512
2016 $6,392 $510,717 $295,801 $214,916
2015 $5,976 $472,887 $273,890 $198,997
2014 $5,858 $459,114 $265,913 $193,201
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MetroList

MLS Number: 221078305

MetroList

APN: 119-1730-022