NOT LISTED FOR SALE

1031 Live Oak Cir Unit 10 Port Charlotte, FL 33948

Estimated Value: $275,000 - $349,000

3 Beds
2 Baths
1,561 Sq Ft
$206/Sq Ft Est. Value

Last Sold February 05, 2014

Last sale price $176,000 $113 Per Sq Ft

Est. 82% increase in value since last sale

Current estimated payment $2,369/month

244 Days on Market

Highlights

  • Lake Front
  • Oak Trees
  • Gated Community
  • Fitness Center
  • Heated Pool
  • Open Floorplan

About This Home

As of February 2014

LAKE FRONT VILLA WITH 2 CAR GARAGE IN THE GATED COMMUNITY OF HERITAGE OAK PARK. Spacious villa features a living room with tray ceiling, slider to lanai and lake views, well designed kitchen offering a breakfast bar, dining room adjacent the kitchen, master bedroom has walk-in closet, door to lanai and private bath with dual sinks tub and separate shower plus 2 guest bedrooms, one with French doors. Lots of extra storage in the large laundry room with cabinets and laundry sinks plus the two car garage has an abundance of extra storage cabinets. Plantation shutters throughout the home, electric roll down screen on garage and roll down hurricane shutter for the lanai just add to the home. Located in Heritage Oak Park which offers beautiful grounds with tree shaded pathways, community pool, tennis court, bocce ball, billiards room, library, and fitness room. CENTRALLY LOCATED TO SHOPPING, RESTAURANTS AND AMENITIES.

Last Agent to Sell the Property

Brian Helgemo

COMPASS FLORIDA License #3041311 Listed on: 05/09/2013

COMPASS FLORIDA

Last Buyer's Agent

Karen Johnson

License #470559

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,900

Year Built

  • Built in 2002

Lot Details

  • 0.27 Acre Lot
  • Lake Front
  • Southwest Facing Home
  • Mature Landscaping
  • Irrigation
  • Oak Trees
  • Property is zoned RMF15

HOA Fees

  • $208 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Open Parking

Home Design

  • Villa
  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,561 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Tray Ceiling
  • Cathedral Ceiling
  • Ceiling Fan
  • Sliding Doors
  • Great Room
  • Formal Dining Room
  • Inside Utility
  • Lake Views

Kitchen

  • Range with Range Hood
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Dryer
  • Washer

Home Security

  • Hurricane or Storm Shutters
  • Fire and Smoke Detector

Pool

  • Heated Pool
  • Spa

Outdoor Features

  • Deck
  • Enclosed Patio or Porch
  • Rain Gutters

Utilities

  • Central Heating and Cooling System
  • Underground Utilities
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Waters Edge Villa Hritg Oak Pk Community
  • Waters Edge Villas At Heritage Oak Park Subdivision
  • The community has rules related to deed restrictions

Recreation

  • Tennis Courts
  • Recreation Facilities
  • Shuffleboard Court
  • Fitness Center
  • Community Pool

Security

  • Security Service
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,900

Year Built

Built in 2002

Lot Details

0

HOA Fees

$208 per month

Parking

2

Listing Details

  • Property Type: Residential
  • Property Sub Type: Villa
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1561
  • Lot Size Acres: 0.27
  • New Construction: No
  • Year Built: 2002
  • Building Area Total: 1561
  • Lot Size Sq Ft: 11733
  • Directions to Property: US 41 to Forrest Nelson, left on Quesada, right into Heritage Oak Park. Follow Heritage Oak Blvd. to left on second Live Oak. Villa will be on the right.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=C7043869&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=C7043869&cview=true&show_results=true&customer_portal=true
  • Floor Number: 1
  • Homestead Y N: Yes
  • Total Acreage: Non-Applicable
  • Home Warranty Y N: No
  • Subdivision Num: WEV
  • Property Description: End Unit
  • Ratio: Close Price\List Price: 0.96175
  • Price per Sq Ft: 112.75
  • Close to Original List Price Ratio: 0.98325
  • Ratio: Current Price\Building Area Total: 112.75
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2012
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fans(s), High Ceiling(s), Open Floorplan, Split Bedroom, Tray Ceiling(s), Vaulted Ceiling(s), Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave Hood, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 3
  • Levels: One
  • Spa Yn: Yes
  • Stories: 1
  • Window Features: Window Treatments
  • Street Number Modifier: 1031
  • Room Count: 8
  • Additional Rooms: Formal Dining Room Separate, Great Room, Inside Utility
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: Southwest
  • Pool Features: Heated
  • Exterior Features: Hurricane Shutters, Irrigation System, Rain Gutters, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Water
  • Waterfront: Yes
  • Patio and Porch Features: Covered, Deck, Enclosed, Patio, Porch, Screened
  • Road Surface Type: Paved
  • Water View: Lake
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener
  • Covered Parking Spaces: 2
  • Open Parking: Yes

Utilities

  • Utilities: Cable Available, Electricity Connected, Public, Street Lights, Underground Utilities
  • Cooling: Central Air
  • Heating: Central, Electric
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Buyer Approval Required, Deed Restrictions, Fitness, Gated Community, Pool, Tennis Courts
  • Association Amenities: Fitness Center, Gated, Recreation Facilities, Security, Shuffleboard Court, Tennis Court(s)
  • Association Fee: 625
  • Association Fee Frequency: Quarterly
  • Association: Yes
  • Security: Gated Community, Smoke Detector(s)
  • Senior Community: No
  • Complex Community Name NCCB: HERITAGE OAK PARK
  • Association Fee Requirement: Required

Fee Information

  • Total Annual Fees: 2500
  • Total Monthly Fees: 208.33

Lot Info

  • Zoning: RMF15
  • Parcel Number: 402208603010
  • Additional Parcels: No
  • Lot Features: In County
  • Millage Rate: 16.99
  • Flood Zone Code: X
  • Zoning Compatible Y N: No
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Pet Restrictions: 1
  • Expected Lease Date: 2014-02-05T05:00:00.000Z

Multi Family

  • Number Of Units Total: 14
  • Waterfront Features: Lake

Tax Info

  • Tax Annual Amount: 2900
  • Tax Book Number: 4A08N
  • Tax Lot: 10

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 17, 2020
Sold by
Kervina Robert F
Bought by
Bernstein Jack W and Bernstein Amira S
Current Estimated Value
$321,007

Purchase Details

Listed on
May 9, 2013
Closed on
Feb 5, 2014
Sold by
Collis Phyllis E Tipton
Bought by
Kervina Robert F
Seller's Agent
Brian Helgemo
COMPASS FLORIDA
Buyer's Agent
Karen Johnson
List Price
$178,999
Sold Price
$176,000
Premium/Discount to List
-$2,999
-1.68%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.26%

Purchase Details

Closed on
Apr 19, 2004
Sold by
Collis Phyllis E Tipton and Collis Andrew
Bought by
Collis Phyllis E Tipton and Tipton David M

Purchase Details

Closed on
Sep 3, 2003
Sold by
Tipton Tipton Phyllis E Phyllis E and Tipton Collis Phyllis E
Bought by
Tipton David M and Tipton Phyllis E

Purchase Details

Closed on
Jun 21, 2002
Sold by
Heritage Park Assn
Bought by
Tipton Phyllis E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$151,850
Interest Rate
6.86%
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
Bernstein Jack W $250,000 Suncoast One Ttl & Closings
Bernstein Family Revocable Living Trust $250,000 Suncoast One Title & Closings
Kervina Robert F $176,000 Attorney
Collis Phyllis E Tipton -- --
Tipton David M -- --
Tipton Phyllis E $169,900 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Tipton Phyllis E $151,850
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
02/05/2014 02/05/14 Sold $176,000 -3.8% $113 / Sq Ft
01/09/2014 01/09/14 Pending -- -- --
12/16/2013 12/16/13 Price Changed $183,000 -1.1% $117 / Sq Ft
12/13/2013 12/13/13 Price Changed $185,000 +3.4% $119 / Sq Ft
05/09/2013 05/09/13 For Sale $178,999 -- $115 / Sq Ft
Source: Stellar 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
2024 $5,569 $241,128 -- --
2023 $5,569 $234,105 $0 $0
2022 $5,240 $227,286 $0 $0
2021 $5,711 $212,296 $0 $212,296
2020 $5,637 $208,315 $0 $208,315
2019 $5,248 $191,066 $0 $191,066
2018 $4,930 $185,759 $0 $185,759
2017 $4,654 $172,491 $0 $0
2016 $4,395 $156,568 $0 $0
2015 $4,305 $149,934 $0 $0
2014 $2,992 $117,162 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7043869

Stellar MLS

APN: 402208603010