NOT LISTED FOR SALE

28523 Wharton Dr Bonita Springs, FL 34135

Estimated Value: $957,000 - $1,159,000

3 Beds
3.5 Baths
2,878 Sq Ft
$373/Sq Ft Est. Value

Last Sold August 09, 2024

Last sale price $1,150,000 $400 Per Sq Ft

Est. 7% decrease in value since last sale

Current estimated payment $6,633/month

105 Days on Market

Highlights

  • Lake Front
  • Full Service Day or Wellness Spa
  • Fitness Center
  • Pinewoods Elementary School Rated A-
  • Community Cabanas
  • Gated with Attendant

About This Home

As of August 2024

Enjoy glittering lake views from this generously appointed 2,878 sq. ft. Julia model situated on one of the prettiest locations in Valencia Bonita. This home comes FURNISHED and has 3 bedrooms plus a den/library, 3 1/2 baths, and a 3 car garage with epoxy flooring, widened sidewalk, full house generator, impact glass throughout, privacy glass in all bathrooms, custom closet systems with pocket doors in all bedroom closets. The kitchen has an upgraded level 3 kitchen island, stainless steel appliances, Bosch dishwasher, chimney hood, extended tiled glass backsplash, and quartz countertops. High-end level 3 kitchen cabinets with pull out drawers and shelves, plus under & over cabinet lighting. The spacious master bedroom offers his and her closets and a master bath with tile upgrade, shower enclosure with additional hand-held shower head and dual sinks. Tile on the diagonal, high hats, and blinds throughout, plus crown molding. The spacious extended lanai has two fans and a full outdoor kitchen. Valencia Bonita is ideally located in a peaceful area on East Bonita Beach Rd., just minutes from beaches, fine dining and shopping plus the community offers unsurpassed amenities including a 45,000 sq. ft. Clubhouse and Lifestyle Complex with full-time staff providing residents with indoor/outdoor dining, broadway style shows & entertainment, fitness studio, clubs, nail salon & spa, resort and lap pools, resistance pool, pickleball, tennis, bocci, dog park, and more. You truly have to experience it to appreciate all that this 55+ Active Adult Community has to offer.

Last Agent to Sell the Property

Paul Gerber

Realty One Group MVP Listed on: 03/27/2024

Last Buyer's Agent

Stephanie Isban

Coldwell Banker Realty License #NAPLES-249528132

Coldwell Banker Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,768

Year Built

  • Built in 2019

Lot Details

  • 7,118 Sq Ft Lot
  • Lot Dimensions: 62
  • Lake Front
  • East Facing Home
  • Gated Home
  • Paved or Partially Paved Lot
  • Sprinkler System
  • Property is zoned RPD

HOA Fees

  • $495 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Automatic Garage Door Opener
  • Deeded Parking

Home Design

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

Interior Spaces

  • 2,878 Sq Ft Home
  • 1-Story Property
  • Furnished
  • Furnished or left unfurnished upon request
  • Tray Ceiling
  • Ceiling Fan
  • Great Room
  • Formal Dining Room
  • Den
  • Screened Porch
  • Tile Flooring
  • Lake Views

Kitchen

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

Bedrooms and Bathrooms

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

Laundry

  • Laundry Room
  • Dryer
  • Washer
  • Laundry Tub

Home Security

  • High Impact Windows
  • High Impact Door

Pool

  • Lap Pool
  • Room in yard for a pool

Outdoor Features

  • Outdoor Kitchen
  • Attached Grill

Utilities

  • Central Heating and Cooling System
  • Cooling System Utilizes Natural Gas
  • Underground Utilities
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 02-48-26-B4-05000.5270
  • Tax Block 5

Community Details

Overview

  • $3,500 Secondary HOA Transfer Fee
  • Valencia Bonita Community

Amenities

  • Full Service Day or Wellness Spa
  • Community Barbecue Grill
  • Restaurant
  • Clubhouse
  • Billiard Room
  • Business Center
  • Recreation Room

Recreation

  • Tennis Courts
  • Community Basketball Court
  • Pickleball Courts
  • Bocce Ball Court
  • Fitness Center
  • Exercise Course
  • Community Cabanas
  • Community Pool or Spa Combo
  • Dog Park

Security

  • Gated with Attendant

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,768

Year Built

Built in 2019

Lot Details

0

HOA Fees

$495 per month

Parking

3

Listing Details

  • Legal Description: BONITA BEACH ROAD ESTATES PLAT THREE AS DESC IN INST #2017000198006 LOT 527
  • Property Type: Residential
  • Table: Residential
  • Building Design: Single Family
  • Building Description: 1 Story/Ranch
  • Storm Protection: Impact Resistant Doors, Impact Resistant Windows
  • Year Built: 2019
  • Special Features: None
  • Property Sub Type: Detached
  • Stories: 1

Interior Features

  • Furnished Description: Furnished
  • Num Unit Floor: 1
  • Price Per Sq Ft: 399.58
  • Total Floors: 1
  • Additional Rooms: Den/Study, Laundry in Residence, Screened Lanai/Porch
  • Estimated Living Area: 2878
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bathrooms: 4.00
  • Bedroom Description: Split Bedrooms
  • Bedrooms: 3 Bed
  • Total Bedrooms: 3
  • Dining Room: Breakfast Bar, Family Dining, Eat-in Kitchen, Formal
  • Equipment: Auto Garage Door, Dishwasher, Disposal, Dryer, Refrigerator/Freezer, Refrigerator/Icemaker, Self Cleaning Oven, Washer, Washer/Dryer Hookup
  • Flooring: Tile
  • Floor Plan: Great Room
  • Interior Amenities: Built-In Cabinets, Cable Prewire, Internet Available, Laundry Tub, Smoke Detectors, Tray Ceiling, 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: Reclaimed
  • Road: Paved Road, Private Road
  • View: Lake
  • Exterior Features: Built In Grill, Outdoor Kitchen, Room for Pool, Sprinkler Auto
  • Exterior Finish: Stucco
  • Waterfront Type: Lake

Garage/Parking

  • Garage Description: Attached
  • Garage Spaces: 3
  • Parking: Driveway Paved

Utilities

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

Condo/Co-op/Association

  • Approval: Application Fee
  • Management: Professional
  • Mandatory HOA: Yes
  • Restrictions: Deeded, Housing For Older Persons, No Commercial, No RV, No Truck
  • Sub Condo Name: VALENCIA BONITA
  • Maintenance: Irrigation Water, Lawn/Land Maintenance, Recreational Facilities, Security, Street Lights, Street Maintenance
  • Master Hoa Fee: 1484
  • Master HOA Fee Frequency: Quarterly
  • Development Name: VALENCIA BONITA

Association/Amenities

  • Pets: With Approval
  • Development: Valencia Bonita
  • Amenities: Basketball, BBQ - Picnic, Billiards, Bocce Court, Business Center, Cabana, Clubhouse, Community Pool, Community Room, Community Spa/Hot tub, Dog Park, Exercise Room, Fitness Center Attended, Full Service Spa, Hobby Room, Internet Access, Lap Pool, Pickleball, Restaurant, Streetlight, Tennis Court, Theater, Underground Utility
  • Community Type: Gated
  • Units In Building: 1
  • Total Number of Units: 997

Fee Information

  • Transfer Fees: 3500.00
  • Application Fee: 100.00

Lot Info

  • Builder Product: No
  • Section: 02
  • Total Area: 3506
  • Waterfront: Yes
  • Zoning Code: RPD
  • Acres: 0.1634
  • Rear Exposure: East
  • Lot Description: Regular
  • Lot Dimensions: 62 X 116 X 62 X 114
  • Parcel Number: 02-48-26-B4-05000.5270

Rental Info

  • Lease Limits: Yes
  • Leases Per Year: 1
  • Min Days Of Lease: 210

Tax Info

  • Tax Description: County Only
  • Taxes: 5768.36
  • Tax Year: 2023

Matterport 3D Tour

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 27, 2024
Closed on
Aug 9, 2024
Sold by
Zailer George and Zailer Sherry Leslie
Bought by
Faye L Smith Revocable Trust and Roy David Dewitt Revocable Trust
Seller's Agent
Paul Gerber
Realty One Group MVP
Buyer's Agent
Stephanie Isban
Coldwell Banker Realty
List Price
$1,230,000
Sold Price
$1,150,000
Premium/Discount to List
-$80,000
-6.5%
Views
28
Current Estimated Value
$1,073,402

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$76,598
Avg. Annual Appreciation
-5.49%

Purchase Details

Closed on
May 20, 2019
Sold by
Bonita Springs Associates I Lllp
Bought by
Zailer George and Zailer Sherry Leslie
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
Faye L Smith Revocable Trust $1,150,000 Heights Title
Zailer George $625,400 Nova Title Company
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
08/09/2024 08/09/24 Sold $1,150,000 -6.5% $400 / Sq Ft
07/10/2024 07/10/24 Pending -- -- --
03/27/2024 03/27/24 For Sale $1,230,000 -- $427 / Sq Ft
Source: Naples Area Board of REALTORS®

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 $5,893 $912,979 $150,195 $762,784
2024 $5,768 $471,509 -- --
2023 $5,768 $457,776 $0 $0
2022 $5,736 $444,443 $0 $0
2021 $5,812 $537,565 $79,060 $458,505
2020 $5,894 $425,540 $0 $0
2019 $1,252 $72,270 $72,270 $0
2018 $962 $72,270 $72,270 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Naples Area Board of REALTORS®

MLS Number: 224030208

Naples Area Board of REALTORS®

APN: 02-48-26-B4-05000.5270