NOT LISTED FOR SALE

Estimated Value: $401,000 - $468,000

4 Beds
2 Baths
2,221 Sq Ft
$194/Sq Ft Est. Value

Last Sold April 08, 2019

Last sale price $285,000 $128 Per Sq Ft

Est. 51% increase in value since last sale

Current estimated payment $2,932/month

1 Day on Market

Highlights

  • Fitness Center
  • Gated Community
  • Open Floorplan
  • Senior Community
  • 0.27 Acre Lot
  • Fruit Trees

About This Home

As of April 2019

Well maintained 4 bedroom two bath home in sought after over 55 retirement community.

Last Agent to Sell the Property

Karl Theobald

DYNAMIC REALTY LLC License #3293484 Listed on: 02/11/2019

Last Buyer's Agent

Marcy Smiley Theobald

IRON VALLEY REAL ESTATE OSCEOL License #3310897

IRON VALLEY REAL ESTATE OSCEOL

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,513

Year Built

  • Built in 2010

Lot Details

  • 0.27 Acre Lot
  • East Facing Home
  • Metered Sprinkler System
  • Fruit Trees
  • Property is zoned PUD

HOA Fees

  • $331 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Florida Architecture
  • Slab Foundation
  • Shingle Roof
  • Block Exterior

Interior Spaces

  • 2,221 Sq Ft Home
  • Open Floorplan
  • High Ceiling
  • Ceiling Fan
  • Sliding Doors
  • Sun or Florida Room
  • In Wall Pest System

Kitchen

  • Range with Range Hood
  • Recirculated Exhaust Fan
  • Microwave
  • Ice Maker
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile
  • Vinyl

Bedrooms and Bathrooms

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

Laundry

  • Dryer
  • Washer

Eco-Friendly Details

  • Energy-Efficient Appliances
  • Energy-Efficient Windows
  • Energy-Efficient HVAC
  • Energy-Efficient Insulation

Utilities

  • Central Air
  • Heat Pump System
  • Underground Utilities
  • Electric Water Heater
  • Phone Available
  • Cable TV Available

Additional Features

  • Wheelchair Access
  • Enclosed Patio or Porch

Listing and Financial Details

Community Details

Overview

  • Senior Community
  • Association fees include 24-hour guard, common area taxes, community pool, maintenance structure, ground maintenance, maintenance repairs, manager, pest control, pool maintenance, recreational facilities, security
  • Heretage Hills HOA, Phone Number (941) 444-4225
  • Clermont Heritage Hills Ph 02 Subdivision
  • On-Site Maintenance
  • Leased Association Recreation
  • The community has rules related to building or community restrictions, deed restrictions, allowable golf cart usage in the community, vehicle restrictions
  • Rental Restrictions
  • Community features wheelchair access
  • Handicap Modified Features In Community

Amenities

  • Sauna
  • Clubhouse

Recreation

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

Security

  • Security Service
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,513

Year Built

Built in 2010

Lot Details

0

HOA Fees

$331 per month

Parking

2

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Common Area Taxes, Community Pool, Maintenance Structure, Maintenance Grounds, Maintenance Repairs, Manager, Pest Control, Pool Maintenance, Recreational Facilities, Security
  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Architectural Style: Florida
  • Construction Materials: Block
  • Fireplace: No
  • Living Area: 2221
  • Lot Size Acres: 0.27
  • New Construction: No
  • Year Built: 2010
  • Lot Size Sq Ft: 11957
  • Directions to Property: From Fl- Hwy 50 and Hwy 27 go east on Hwy 50, take a right on Hancock Rd, turn left onto Kings Ridge Blvd, turn left onto LaJolla Dr. Home will be on the right.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=S5013607&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=S5013607&cview=true&show_results=true&customer_portal=true
  • FCHR URL: Yes
  • Homestead Y N: Yes
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number Y N: No
  • Call Center Phone Number: 407-709-0387
  • Ratio: Close Price\List Price: 0.98276
  • Price per Sq Ft: 128.32
  • Close to Original List Price Ratio: 0.98276
  • View: No
  • Ownership: Fee Simple
  • Tax Year: 2018
  • Special Features: None

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile, Vinyl
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), High Ceiling(s), In Wall Pest System, Living Room/Dining Room Combo, Open Floorplan, Solid Surface Counters, Split Bedroom, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Exhaust Fan, Ice Maker, Microwave, Range, Range Hood, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 4
  • Street Number Modifier: 3650
  • Room Count: 5
  • Additional Rooms: Florida Room, Formal Living Room Separate
  • ResoLivingAreaSource: Owner

Exterior Features

  • Direction Faces: East
  • Exterior Features: Irrigation System, Sidewalk, Sliding Doors, Sprinkler Metered
  • Roof: Shingle
  • Pool Private: No
  • Waterfront: No
  • Patio and Porch Features: Enclosed
  • Water View Y N: No
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 12069C0590E
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure

Garage/Parking

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

Utilities

  • Utilities: Cable Available, Cable Connected, Electricity Available, Electricity Connected, Phone Available, Public, Sewer Available, Sewer Connected, Sprinkler Meter, Underground Utilities, Water Available
  • Cooling: Central Air
  • Heating: Electric, Heat Pump
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Association Recreation - Lease, Buyer Approval Required, Deed Restrictions, Fitness, Gated Community, Golf Carts OK, Handicap Modified, Park, Pool, Sidewalk, Special Community Restrictions, Tennis Courts, Wheelchair Access
  • Association Amenities: Clubhouse, Fitness Center, Gated, Handicap Modified, Maintenance, Park, Pool, Recreation Facilities, Sauna, Security, Shuffleboard Court, Spa/Hot Tub, Tennis Court(s), Vehicle Restrictions, Wheelchair Access
  • Association Fee: 331
  • Association Fee Frequency: Monthly
  • Association Name: Heretage Hills HOA
  • Phone: 941-444-4225
  • Association: Yes
  • Senior Community: Yes
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 3972
  • Monthly HOA Fee: 331
  • Total Monthly Fees: 331

Lot Info

  • Zoning: PUD
  • Parcel Number: 03-23-26-010100001300
  • Additional Parcels: No
  • Flood Zone Code: X
  • Flood Zone Date: 2012-12-18
  • ResoLotSizeUnits: SquareFeet

Green Features

  • Efficiency: Appliances, HVAC, Insulation, Windows

Rental Info

  • Pets Allowed: Yes
  • Minimum Lease: 7 Months
  • Approval Process: Must be approved by HOA
  • Pet Restrictions: see HOA docs for restrictions
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Please see HOA docs

Tax Info

  • Tax Annual Amount: 2513
  • Tax Block: 101-000
  • Tax Book Number: 63-1-7
  • Tax Lot: 13

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 7, 2023
Sold by
Berenberg Robert H and Berenberg Franne S
Bought by
Berenberg Robert H and Berenberg Robert H
Current Estimated Value
$431,127

Purchase Details

Closed on
Feb 5, 2021
Sold by
Dionys Scheker Revocable Living Trust
Bought by
Mueller Robert E and Mueller Ella M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$182,320
Interest Rate
2.6%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Listed on
Feb 11, 2019
Closed on
Mar 8, 2019
Sold by
Mcelroy Mary Jane and Mcelroy James
Bought by
Berenberg Robert H and Berenberg Franne S
Seller's Agent
Karl Theobald
DYNAMIC REALTY LLC
Buyer's Agent
Marcy Smiley Theobald
IRON VALLEY REAL ESTATE OSCEOL
List Price
$290,000
Sold Price
$285,000
Premium/Discount to List
-$5,000
-1.72%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.66%
Original Mortgage
$228,000
Interest Rate
4.3%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 14, 2014
Closed on
Jul 7, 2014
Sold by
Gustafson Joseph and Gustafson Beth Ann
Bought by
Mcelroy James and Mcelroy Mary Jane
Seller's Agent
Mary Kranz
KELLER WILLIAMS ADVANTAGE III
Buyer's Agent
Margus Mahar
DYNAMIC REALTY LLC
List Price
$215,000
Sold Price
$202,000
Premium/Discount to List
-$13,000
-6.05%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.50%

Purchase Details

Listed on
Feb 20, 2013
Closed on
Jun 20, 2013
Sold by
Palanti Marc and Mckay Timothy Gail
Bought by
Gustafson Joseph and Gustafson Beth Ann
Seller's Agent
Judy Palanti
REALTY PROFESSIONALS OF FL,LLC
Buyer's Agent
Michael Kranz
KELLER WILLIAMS ADVANTAGE III
List Price
$209,500
Sold Price
$199,900
Premium/Discount to List
-$9,600
-4.58%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.00%
Original Mortgage
$189,905
Interest Rate
3.91%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 25, 2010
Sold by
Lennar Homes Llc
Bought by
Mckay Timothy Gail and Palanti Marc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$144,750
Interest Rate
5%
Mortgage Type
New Conventional
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
Berenberg Robert H $100 --
Berenberg Robert H $100 None Listed On Document
Mueller Robert E $227,900 Professional Title
Berenberg Robert H $285,000 Stewart Title Company
Mcelroy James $202,000 North American Title Company
Gustafson Joseph $199,900 North America Title Company
Mckay Timothy Gail $181,000 North American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Mueller Robert E $182,320
Previous Owner Berenberg Robert H $228,000
Previous Owner Mcelroy James $145,000
Previous Owner Gustafson Joseph $189,905
Previous Owner Mckay Timothy Gail $144,750
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/08/2019 04/08/19 Sold $285,000 -1.7% $128 / Sq Ft
02/12/2019 02/12/19 Pending -- -- --
02/11/2019 02/11/19 For Sale $290,000 +43.6% $131 / Sq Ft
05/26/2015 05/26/15 Off Market $202,000 -- --
07/07/2014 07/07/14 Sold $202,000 -3.8% $109 / Sq Ft
06/11/2014 06/11/14 Pending -- -- --
04/30/2014 04/30/14 Price Changed $209,900 -1.2% $114 / Sq Ft
04/04/2014 04/04/14 Price Changed $212,500 -1.2% $115 / Sq Ft
01/14/2014 01/14/14 For Sale $215,000 +7.6% $116 / Sq Ft
06/20/2013 06/20/13 Sold $199,900 0.0% $108 / Sq Ft
05/28/2013 05/28/13 Pending -- -- --
05/15/2013 05/15/13 Price Changed $199,900 -2.4% $108 / Sq Ft
04/10/2013 04/10/13 Price Changed $204,900 -1.0% $111 / Sq Ft
04/01/2013 04/01/13 Price Changed $207,000 -1.2% $112 / Sq Ft
02/20/2013 02/20/13 For Sale $209,500 -- $113 / 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
2025 $3,651 $267,020 -- --
2024 $3,651 $267,020 -- --
2023 $3,651 $251,700 $0 $0
2022 $3,539 $244,370 $0 $0
2021 $3,338 $237,253 $0 $0
2020 $3,365 $237,253 $0 $0
2019 $2,623 $186,737 $0 $0
2018 $2,513 $183,256 $0 $0
2017 $2,465 $179,487 $0 $0
2016 $2,448 $175,796 $0 $0
2015 $2,585 $178,924 $0 $0
2014 $2,295 $165,394 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: S5013607

Stellar MLS

APN: 03-23-26-0101-000-01300