NOT LISTED FOR SALE

Estimated Value: $438,000 - $494,779

2 Beds
2 Baths
1,561 Sq Ft
$302/Sq Ft Est. Value

Last Sold June 04, 2021

Last sale price $382,500 $245 Per Sq Ft

Est. 23% increase in value since last sale

Current estimated payment $3,776/month

48 Days on Market

Highlights

  • Lake Front
  • Golf Course Community
  • 24-Hour Guard
  • Fort Myers High School Rated A
  • Fishing Pier
  • Clubhouse

About This Home

As of June 2021

PARADISE FOUND in this beautiful Heritage Palms villa complete with golf membership. Just pay the cart fee! Enjoy this attached villa with 2 bedrooms, a den, and an attached 2-car garage. The kitchen is current with white cabinets, backsplash, plus granite countertops. Cabinets have convenient pull-outs. Lanai is very private with room for a pool or an extension of the lanai. The entire home has hurricane protection. Heritage Palms amenities include; two 18-hole golf courses, 8 lit tennis courts, 9 pools, 2 spas, 3 restaurant venues, a workout center, bocce and pickleball courts, fishing pier, basketball, and playground. Very active, affordable "country club" environment in the perfect location, convenient to the airport, beaches, and shopping. ** Sellers are providing a credit of $40,000.00 toward the HOA required new roof cost.

Last Agent to Sell the Property

Wade Abed

Royal Shell Real Estate, Inc. License #BEAR-3415965 Listed on: 03/10/2021

Royal Shell Real Estate, Inc.

Co-Listed By

Keri Abed

Royal Shell Real Estate, Inc. License #FORT-258020630

Last Buyer's Agent

Wade Abed

Royal Shell Real Estate, Inc. License #BEAR-3415965 Listed on: 03/10/2021

Royal Shell Real Estate, Inc.

Property Details

Home Type

  • Multi-Family

Est. Annual Taxes

  • $5,303

Year Built

  • Built in 2002

Lot Details

  • 5,750 Sq Ft Lot
  • Lake Front
  • West Facing Home
  • Gated Home
  • Sprinkler System

HOA Fees

Parking

  • 2 Car Attached Garage
  • Automatic Garage Door Opener

Property Views

  • Water
  • Views of Preserve
  • Woods

Home Design

  • Duplex
  • Villa
  • Entry on the 1st floor
  • Turnkey
  • Concrete Block With Brick
  • Stucco
  • Tile

Interior Spaces

  • 1,561 Sq Ft Home
  • 1-Story Property
  • 4 Ceiling Fans
  • Ceiling Fan
  • Electric Shutters
  • French Doors
  • Great Room
  • Combination Dining and Living Room
  • Screened Porch

Kitchen

  • Eat-In Kitchen
  • Breakfast Bar
  • Self-Cleaning Oven
  • Range
  • Microwave
  • Freezer
  • Ice Maker
  • Dishwasher
  • Built-In or Custom Kitchen Cabinets
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms
  • Dual Sinks
  • Bathtub With Separate Shower Stall

Laundry

  • Dryer
  • Washer

Home Security

  • High Impact Windows
  • High Impact Door
  • Fire and Smoke Detector

Utilities

  • Central Heating and Cooling System
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 08-45-25-P4-011DD.0050
  • Tax Block DD

Community Details

Overview

  • $4,500 Membership Fee
  • $400 Secondary HOA Transfer Fee
  • 2 Units
  • Heritage Palms Condos

Amenities

  • Community Barbecue Grill
  • Restaurant
  • Clubhouse
  • Community Library

Recreation

  • Fishing Pier
  • Golf Course Community
  • Tennis Courts
  • Community Basketball Court
  • Pickleball Courts
  • Bocce Ball Court
  • Exercise Course
  • Community Pool or Spa Combo
  • Putting Green
  • Park

Pet Policy

  • Call for details about the types of pets allowed

Security

  • 24-Hour Guard

Property Details

Home Type

Multi-Family

Est. Annual Taxes

$5,303

Year Built

Built in 2002

Lot Details

0

HOA Fees

$713 per month

Parking

2

Listing Details

  • Legal Description: HERITAGE PALMS ESTATES UN TWO DESC IN PB 69 PGS 42-47 BLK DD LOT 5
  • Property Type: Residential
  • Table: Residential
  • Building Design: Villa Attached
  • Building Description: Duplex
  • Storm Protection: Impact Resistant Doors, Impact Resistant Windows, Electric Shutters, Shutters - Screens/Fabric
  • Year Built: 2002
  • Special Features: None
  • Property Sub Type: MultiFamily
  • Stories: 1

Interior Features

  • Furnished Description: Turnkey
  • Numberof Ceiling Fans: 4
  • Num Unit Floor: 1
  • Price Per Sq Ft: 245.04
  • Total Floors: 1
  • Additional Rooms: Screened Lanai/Porch
  • Estimated Living Area: 1561
  • Full Bathrooms: 2
  • Total Bathrooms: 2.00
  • Bedroom Description: Split Bedrooms
  • Bedrooms: 2+Den
  • Total Bedrooms: 2
  • Dining Room: Breakfast Bar, Living Dining, Eat-in Kitchen
  • Equipment: Auto Garage Door, Dishwasher, Disposal, Dryer, Freezer, Microwave, Range, Refrigerator/Icemaker, Self Cleaning Oven, Smoke Detector, Washer, Washer/Dryer Hookup
  • Flooring: Carpet, Tile
  • Floor Plan: Great Room
  • Interior Amenities: Built-In Cabinets, French Doors, High Speed Available, Smoke Detectors, Surround Sound Wired, Walk-In Closet
  • Primary Bathroom: Dual Sinks, Separate Tub And Shower
  • Windows: Impact Resistant

Exterior Features

  • Gulf Access: No
  • Private Pool: No
  • Private Spa: No
  • Roof: Tile
  • Construction: Concrete Block
  • Irrigation: Central, Reclaimed
  • Road: Private Road, Public Road
  • View: Preserve, Water, Wooded Area
  • Exterior Features: Sprinkler Auto
  • Exterior Finish: Stucco
  • Waterfront Type: Lake

Garage/Parking

  • Garage Description: Attached
  • Garage Spaces: 2

Utilities

  • Cable Available: Yes
  • Cooling: Ceiling Fans, Central Electric
  • Heat: Central Electric
  • Security: Gated, Guard At Gate, Patrolled
  • Sewer: Central
  • Water: Central

Condo/Co-op/Association

  • Management Company Phone: 239-887-7631
  • Approval: Application Fee
  • Management: Professional
  • Mandatory HOA: Yes
  • Restrictions: Architectural, No Commercial, No RV
  • Sub Condo Name: HERITAGE PALMS
  • HOA Fees: 540
  • HOA Fee Frequency: Quarterly
  • Maintenance: Cable, Insurance, Internet/WiFi Access, Irrigation Water, Lawn/Land Maintenance, Legal/Accounting, Manager, Pest Control Exterior, Pest Control Interior, Reserve, Street Lights, Trash Removal
  • Master Hoa Fee: 6391
  • Master HOA Fee Frequency: Annually

Association/Amenities

  • Pets: With Approval
  • Development: Heritage Palms Golf And Country Club
  • Amenities: Basketball, BBQ - Picnic, Bocce Court, Clubhouse, Community Park, Community Pool, Community Room, Community Spa/Hot tub, Exercise Room, Fishing Pier, Golf Course, Internet Access, Library, Pickleball, Putting Green, Restaurant, Streetlight, Tennis Court
  • Community Type: Gated, Golf Course, Tennis
  • Units In Building: 2
  • Total Number of Units: 1661

Fee Information

  • Special Assessment: 550.00
  • Special Assessment Frequency: Annually
  • Transfer Fees: 400.00
  • Application Fee: 100.00
  • One Time Mandatory Club Fee: 4500

Schools

  • Elementary School: OPEN ENROLLMENT
  • Middle School: OPEN ENROLLMENT
  • High School: OPEN ENROLLMENT
  • Elementary School: Open Enrollment
  • High School: Open Enrollment
  • Middle School: Open Enrollment

Lot Info

  • Builder Product: No
  • Lot Unit: 5
  • Section: 8
  • Total Area: 2216
  • Waterfront: Yes
  • Zoning Code: RPD
  • Acres: 0.1320
  • Rear Exposure: West
  • Lot Description: Zero Lot Line
  • Parcel Number: 08-45-25-P4-011DD.0050

Rental Info

  • Lease Limits: Yes
  • Leases Per Year: 12
  • Min Days Of Lease: 30

Tax Info

  • Tax Description: City And County
  • Tax District Type: Community Development District
  • Taxes: 5303.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 15, 2022
Sold by
Haire Thomas J
Bought by
Sergesketter Stephen James and Sergesketter Linda Louise
Current Estimated Value
$471,195

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$124,000
Interest Rate
5.3%
Mortgage Type
Seller Take Back

Purchase Details

Listed on
Mar 10, 2021
Closed on
Jun 4, 2021
Sold by
Jeffrey Paul and Jeffrey Shelly Szczerbinski
Bought by
Haire Thomas J
Seller's Agent
Wade Abed
Royal Shell Real Estate, Inc.
Buyer's Agent
Wade Abed
Royal Shell Real Estate, Inc.
List Price
$399,900
Sold Price
$382,500
Premium/Discount to List
-$17,400
-4.35%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.01%
Original Mortgage
$286,875
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 2, 2019
Closed on
Apr 12, 2019
Sold by
Haack John R and Haack Cheryl D
Bought by
Shelly Paul Jeffrey and Shelly Scczerbinski
Seller's Agent
Kerri Theisen
Kerri Theisen Realty, Inc
Buyer's Agent
Wade Abed
Royal Shell Real Estate, Inc.
List Price
$342,900
Sold Price
$344,900
Premium/Discount to List
$2,000
0.58%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.93%

Purchase Details

Listed on
Jul 11, 2016
Closed on
Jan 30, 2017
Sold by
Collins Dennis J and Collins Rebecca C
Bought by
Haack John R and Haack Cheryl D
Seller's Agent
Linda Lamb
Linda Lamb & Company LLC
Buyer's Agent
Anne Butcher
EXP Realty LLC
List Price
$319,900
Sold Price
$290,000
Premium/Discount to List
-$29,900
-9.35%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.24%
Original Mortgage
$50,000
Interest Rate
4.16%
Mortgage Type
New Conventional

Purchase Details

Listed on
Aug 7, 2014
Closed on
Nov 7, 2014
Sold by
Eddy Gregory P
Bought by
Collins Dennis J and Collins Rebecca C
Seller's Agent
Maria Valenti-Sizemore
Alliance Realty Group
Buyer's Agent
Linda Lamb
Linda Lamb & Company LLC
List Price
$279,000
Sold Price
$270,000
Premium/Discount to List
-$9,000
-3.23%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.26%

Purchase Details

Closed on
Feb 26, 2010
Sold by
Panza Prisco A and Panza Rosemarie A
Bought by
Eddy Edward F

Purchase Details

Closed on
Mar 25, 2003
Sold by
U S Home Corp
Bought by
Panza Prisco A and Panza Rosemarie A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$170,300
Interest Rate
5.62%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Sergesketter Stephen James $440,000 Title Professionals
Haire Thomas J $382,500 Title Professionals Of Fl
Shelly Paul Jeffrey $344,900 Title Professionals Of Fl
Haack John R $290,000 Title Professionals Of Flori
Collins Dennis J -- Accurate Complete Title Inc
Collins Dennis J $270,000 Accurate Complete Title Inc
Eddy Edward F $248,000 North American Title Co
Panza Prisco A $213,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Sergesketter Stephen James $150,000
Closed Sergesketter Stephen James $100,000
Closed Sergesketter Stephen James $124,000
Previous Owner Haire Thomas J $286,875
Previous Owner Haack John R $50,000
Previous Owner Collins Dennis J $165,000
Previous Owner Panza Prisco A $170,300
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/04/2021 06/04/21 Sold $382,500 -4.4% $245 / Sq Ft
04/27/2021 04/27/21 Pending -- -- --
03/10/2021 03/10/21 For Sale $399,900 +15.9% $256 / Sq Ft
04/11/2019 04/11/19 Sold $344,900 +0.6% $221 / Sq Ft
03/12/2019 03/12/19 Pending -- -- --
01/02/2019 01/02/19 For Sale $342,900 +18.2% $220 / Sq Ft
01/30/2017 01/30/17 Sold $290,000 -9.3% $186 / Sq Ft
12/31/2016 12/31/16 Pending -- -- --
07/11/2016 07/11/16 For Sale $319,900 +18.5% $205 / Sq Ft
11/07/2014 11/07/14 Sold $270,000 -3.2% $173 / Sq Ft
10/08/2014 10/08/14 Pending -- -- --
08/07/2014 08/07/14 For Sale $279,000 -- $179 / Sq Ft
Source: Multiple Listing Service of Bonita Springs-Estero

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 $6,176 $451,205 -- --
2023 $6,176 $357,249 $102,356 $254,893
2022 $6,419 $332,100 $63,300 $268,800
2021 $5,405 $249,083 $63,300 $185,783
2020 $5,303 $239,833 $63,300 $176,533
2019 $4,058 $217,112 $0 $0
2018 $4,064 $213,064 $0 $0
2017 $5,555 $239,007 $63,300 $175,707
2016 $5,502 $232,068 $63,300 $168,768
2015 $5,293 $219,198 $63,300 $155,898
2014 $3,594 $196,916 $50,000 $146,916
2013 -- $188,810 $30,000 $158,810
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Multiple Listing Service of Bonita Springs-Estero

MLS Number: 221026330

Multiple Listing Service of Bonita Springs-Estero

APN: 08-45-25-P4-011DD.0050