NOT LISTED FOR SALE

Estimated Value: $277,000 - $283,736

2 Beds
2 Baths
1,516 Sq Ft
$185/Sq Ft Est. Value

Last Sold August 02, 2022

Last sale price $362,500 $239 Per Sq Ft

Est. 23% decrease in value since last sale

Current estimated payment $2,032/month

41 Days on Market

Highlights

  • Fitness Center
  • Gated Community
  • Clubhouse
  • Sallie Jones Elementary School Rated A-
  • Open Floorplan
  • High Ceiling

About This Home

As of August 2022

"Turn Key" 1 year new villa 2 beds 2 baths plus a den/office and a 2 car attached garage in desirable Waterford Estates a gated community in Punta Gorda. The owners have added a screen to their lanai making it a nice to sit outside and open the glass sliders to let the fresh air in on those nice Florida days and evenings. Much sought after, split floor plan for privacy, Master bedroom on one side and the 2nd bedroom on the other and also you have, French doors leading to a den/office/bonus room. The kitchen is fully equipped with stainless steel appliances, quartz counters and a breakfast bar with plenty of cabinet space and 2 pantry closets. The kitchen is open to the great room with a large dining area and living area with sliders to the screened lanai. Good size Master bedroom with a big walk-in closet and a master bath boasting a step in shower and double vanity sinks. The 2nd bedroom has it's own guest bathroom right next door to it with a full shower tub. Inside laundry room fully equipped with washer and dryer for your convenience. There is an inside door which goes directly to the garage, easy to bring in the groceries. The entry door has an alarm for added security. This community has great amenities, security gate, 2 heated swimming pools, lovely club house with access to one of the swimming pools. Clubhouse contains a fitness room, a billiard table, conference room and a great big kitchen with double refrigerators and cooking equipment for small or large gatherings. There is pickle ball and bocce ball, side walks, walking trails and golf carts are allowed. Close to downtown Punta Gorda, restaurants, beautiful golf courses, parks, fishing, boating, beaches with amazing sunsets, swimming, schools and the airport, Tamiami Trail and I75. Come and enjoy Florida living at it's best! All you have to bring is your clothes.

Last Agent to Sell the Property

Robert Forst

CENTURY 21 SUNBELT REALTY License #3231886 Listed on: 05/06/2022

CENTURY 21 SUNBELT REALTY

Last Buyer's Agent

Jim Ronding

FIVE STAR REALTY OF CHARLOTTE License #3463181

FIVE STAR REALTY OF CHARLOTTE

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $1,432

Year Built

  • Built in 2021

Lot Details

  • 5,595 Sq Ft Lot
  • South Facing Home
  • Irrigation
  • Property is zoned RMF10

HOA Fees

  • $56 Monthly HOA Fees

Parking

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

Home Design

  • Villa
  • Slab Foundation
  • Shingle Roof
  • Block Exterior

Interior Spaces

  • 1,516 Sq Ft Home
  • Open Floorplan
  • High Ceiling
  • Ceiling Fan
  • Window Treatments
  • Combination Dining and Living Room

Kitchen

  • Range
  • Microwave
  • Ice Maker
  • Dishwasher
  • Stone Countertops
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

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

Laundry

  • Dryer
  • Washer

Home Security

  • Home Security System
  • Fire and Smoke Detector

Outdoor Features

  • Rain Gutters

Schools

  • Sallie Jones Elementary School
  • Punta Gorda Middle School
  • Charlotte High School

Utilities

  • Central Air
  • Heating Available
  • Underground Utilities
  • Electric Water Heater
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include common area taxes, community pool, fidelity bond, maintenance structure, ground maintenance, manager, pool maintenance, recreational facilities
  • $107 Other Monthly Fees
  • Ashley Phillips Association, Phone Number (239) 344-8733
  • Waterford Estates Community
  • Waterford Estates Subdivision
  • The community has rules related to building or community restrictions, deed restrictions, allowable golf cart usage in the community
  • Rental Restrictions

Recreation

  • Pickleball Courts
  • Fitness Center
  • Community Pool
  • Park

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$1,432

Year Built

Built in 2021

Lot Details

0

HOA Fees

$56 per month

Parking

2

Listing Details

  • HOA Fee Includes: Common Area Taxes, Community Pool, Fidelity Bond, Maintenance Structure, Maintenance Grounds, Manager, Pool Maintenance, Recreational Facilities
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Construction Materials: Block
  • Fireplace: No
  • Living Area: 1516
  • Lot Size Acres: 0.13
  • New Construction: No
  • Year Built: 2021
  • Building Area Total: 2080
  • Lot Size Sq Ft: 5595
  • Directions to Property: From Carmalita St go West toward Waterford Pkwy and turn right on Waterford Pkwy. Turn left on E Lenox Circle. House on Left #25152
  • Status: Sold
  • Street Direction: E
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7459977?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7459977?w=Customer
  • Homestead Y N: No
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Other Fees Amount: 320
  • Ratio: Close Price\List Price: 0.98238
  • Price per Sq Ft: 239.12
  • Close to Original List Price Ratio: 0.95646
  • Ratio: Current Price\Building Area Total: 174.28
  • View: No
  • Ownership: Fee Simple
  • Tax Year: 2021
  • Special Features: 4098

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), High Ceiling(s), Living Room/Dining Room Combo, Open Floorplan, Solid Surface Counters, Split Bedroom, Stone Counters, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Ice Maker, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Street Number Modifier: 25152
  • Room Count: 6

Exterior Features

  • Direction Faces: South
  • Exterior Features: Irrigation System, Rain Gutters
  • Roof: Shingle
  • Pool Private: No
  • Waterfront: No
  • Road Surface Type: Paved
  • Water View Y N: No
  • Water Access Y N: No
  • Water Extras Y N: No
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener
  • Covered Parking Spaces: 2
  • Open Parking: Yes

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Electricity Connected, Sewer Connected, Street Lights, Underground Utilities, Water Connected
  • Cooling: Central Air
  • Heating: 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, Gated Community, Golf Carts OK, Park, Pool, Sidewalk, Special Community Restrictions
  • Association Amenities: Clubhouse, Fitness Center, Gated, Pickleball Court(s), Pool
  • Association Fee: 167.06
  • Association Fee Frequency: Quarterly
  • Association Name: Ashley Phillips
  • Phone: 239-344-8733
  • Association: Yes
  • Security: Gated Community, Security System, Smoke Detector(s)
  • Senior Community: No
  • Other Fees Term: Quarterly
  • Association Email: aphillips@precedentmgt.com
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 1948.24
  • Monthly HOA Fee: 55.69
  • Total Monthly Fees: 162.35

Schools

  • Elementary School: Sallie Jones Elementary
  • High School: Charlotte High
  • Middle Or Junior School: Punta Gorda Middle

Lot Info

  • Zoning: RMF10
  • Parcel Number: 412308204010
  • Additional Parcels: No
  • Flood Zone Code: 8AE

Rental Info

  • Pets Allowed: Breed Restrictions
  • Minimum Lease: 3 Months
  • Approval Process: See HOA documents
  • Pet Restrictions: SEE HOA DOCUMENTS
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: See HOA documents

Tax Info

  • Tax Annual Amount: 1432.26
  • Tax Book Number: 20-1
  • Tax Lot: 331

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 6, 2022
Closed on
Jul 12, 2022
Sold by
Paul Zwicker Steven
Bought by
Bluze Gary M and Leatherman Grace
Seller's Agent
Robert Forst
CENTURY 21 SUNBELT REALTY
Buyer's Agent
Jim Ronding
FIVE STAR REALTY OF CHARLOTTE
List Price
$359,900
Sold Price
$362,500
Premium/Discount to List
$2,600
0.72%
Views
1
Current Estimated Value
$280,684

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$81,816
Avg. Annual Appreciation
-7.99%
Original Mortgage
$290,000
Outstanding Balance
$277,325
Interest Rate
5.37%
Mortgage Type
New Conventional
Estimated Equity
$3,359

Purchase Details

Closed on
Feb 16, 2022
Sold by
Paul Zwicker Steven and Paul Anne Jeanne
Bought by
Zwicker Steven Paul

Purchase Details

Closed on
Nov 24, 2021
Sold by
Zwicker and Steven
Bought by
Zwicker Steven

Purchase Details

Listed on
Dec 9, 2020
Closed on
May 11, 2021
Sold by
D R Horton Inc
Bought by
Zwicker Steven Paul and Zwicker Jeanne Anne
Seller's Agent
Debra Thomas
EXPRESS REALTY OF SOUTHWEST FL
Buyer's Agent
Debra Thomas
EXPRESS REALTY OF SOUTHWEST FL
List Price
$210,270
Sold Price
$214,270
Premium/Discount to List
$4,000
1.9%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.48%
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
Bluze Gary M $362,500 R & R Title Services
Zwicker Steven Paul -- None Listed On Document
Zwicker Steven $100 None Listed On Document
Zwicker Steven Paul $214,270 Dhi Title Of Florida Inc
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Bluze Gary M $290,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/02/2022 08/02/22 Sold $362,500 -1.8% $239 / Sq Ft
06/17/2022 06/17/22 Pending -- -- --
06/05/2022 06/05/22 Price Changed $369,000 +2.5% $243 / Sq Ft
06/05/2022 06/05/22 Price Changed $360,000 0.0% $237 / Sq Ft
06/04/2022 06/04/22 For Sale $359,900 0.0% $237 / Sq Ft
05/29/2022 05/29/22 Pending -- -- --
05/23/2022 05/23/22 Price Changed $359,900 -5.0% $237 / Sq Ft
05/06/2022 05/06/22 For Sale $379,000 +76.9% $250 / Sq Ft
05/11/2021 05/11/21 Sold $214,270 0.0% $143 / Sq Ft
01/25/2021 01/25/21 Pending -- -- --
01/20/2021 01/20/21 Price Changed $214,270 +0.5% $143 / Sq Ft
01/14/2021 01/14/21 Price Changed $213,270 +0.5% $142 / Sq Ft
12/31/2020 12/31/20 Price Changed $212,270 +0.5% $142 / Sq Ft
12/17/2020 12/17/20 Price Changed $211,270 +0.5% $141 / Sq Ft
12/09/2020 12/09/20 For Sale $210,270 -- $140 / 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
2023 $5,366 $240,213 $39,950 $200,263
2022 $4,800 $205,679 $22,950 $182,729
2021 $1,432 $19,125 $19,125 $0
2020 $1,394 $17,000 $17,000 $0
2019 $1,395 $17,000 $17,000 $0
2018 $1,302 $17,000 $17,000 $0
2017 $172 $12,750 $12,750 $0
2016 $143 $1,440 $0 $0
2015 $144 $1,309 $0 $0
2014 $135 $1,190 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7459977

Stellar MLS

APN: 412308204010