NOT LISTED FOR SALE

Estimated Value: $705,000 - $832,000

4 Beds
2.5 Baths
3,057 Sq Ft
$247/Sq Ft Est. Value

Last Sold June 30, 2023

Last sale price $777,000 $254 Per Sq Ft

Est. 3% decrease in value since last sale

Current estimated payment $5,434/month

51 Days on Market

Highlights

  • 36 Feet of Pond Waterfront
  • Home Theater
  • Custom Home
  • Fitness Center
  • Solar Power System
  • View of Trees or Woods

About This Home

As of June 2023

Sunshine, sunsets, and style! You will love this 4-5 bedroom elegant waterfront home with its many upgrades in the desirable community of Palma Sola Trace. As you enter the home you will notice the open floor plan with a great room featuring high tray ceilings. The formal dining room has been upgraded with additional cabinetry and granite counters, excellent for hosting your family and friends. The kitchen with its granite countertops has everything a chef could ask for including double ovens, stainless appliances, a new refrigerator, and newly added sliding tray drawers, also found in the dining room and entry. A large bookcase was added in the kitchen at the end of the cabinets. The first floor primary bedroom has an ensuite bath and custom closets. The lanai is accessible from your primary bedroom through the French door. The primary bath has double vanities, a soaking tub and shower, and a makeup vanity area. The extended lanai with its outdoor kitchen and bar refrigerator is accessed from the Great Room. You will enjoy the tiltable power shade over the patio. This patio area has custom pavers as does the driveway, which has been freshly cleaned and sealed for you. The den is adjacent to the dining room. This flexible space can be used as an office or an additional bedroom since it has a walk-in closet with additional storage. The owners have upgraded the laundry room with additional cabinetry and countertop over the washer and dryer. Upstairs there are two large bedrooms, one with an included Murphy bed and an additional bonus room that the current owners have turned into an exceptionally spacious walk-in closet. The bonus room can be used as a fifth bedroom. Or, if you work from home you can use this flexible floor plan for two separate office spaces. This home has had many documented upgrades from 2009 to the present. Most notable are the 23 impact hurricane windows, sliders, and two doors, a 35K upgrade. Additionally, new owners will enjoy the whole home solar system, a 32K upgrade, and the electric bill is currently averaging 24.00 per month. New owners can apply with FPL for net metering. The extended lanai with included outdoor kitchen features, tiltable and lighted outdoor retractable awning, and the widened driveway with pavers are welcomed improvements of over 30K in upgrades. Walk to the community pool, heated to 85 degrees year-round, or use the fitness center at the clubhouse. Enjoy community events such as mahjong, yoga, pool exercise classes, luncheons, and monthly socials. A small playground is available. The location is superb. It’s a fifteen-minute drive to the Sarasota airport. Just five miles from beautiful Anna Maria Island, this home is convenient to beaches, boating, and restaurants. It is close to IMG Academy, St. Stephens, and colleges. Robinson Preserve and G.T Bray Park are nearby for hiking, kayaking, pickleball, and tennis. Your HOA fees include lawn maintenance, landscaping, tree trimming, internet, and television. The CDD is included in your taxes. Watch incredible sunsets from your beautiful waterfront lanai facing west. This one has it all. There are many documented upgrades, please see the home features page in the attachments for more detail. Kitchen appliances and A/C units have been replaced. Enjoy high-quality window treatments. Beautifully landscaped and freshly painted, it’s move-in ready for you and your family. What are you waiting for? Schedule your private showing today!

Last Agent to Sell the Property

Judith Liestman

KELLER WILLIAMS ON THE WATER License #3351281 Listed on: 03/08/2023

KELLER WILLIAMS ON THE WATER

Last Buyer's Agent

Greg Bayer

ANNA MARIA ISLAND BEACHES RE License #3217281

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $8,447

Year Built

  • Built in 2008

Lot Details

  • 9,540 Sq Ft Lot
  • 36 Feet of Pond Waterfront
  • Northeast Facing Home
  • Mature Landscaping
  • Native Plants
  • Level Lot
  • Landscaped with Trees
  • Property is zoned PDP

HOA Fees

  • $263 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway
  • Secured Garage or Parking
  • On-Street Parking

Property Views

  • Pond
  • Woods

Home Design

  • Custom Home
  • Traditional Architecture
  • Florida Architecture
  • Bi-Level Home
  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 3,057 Sq Ft Home
  • Open Floorplan
  • Wet Bar
  • Built-In Features
  • Shelving
  • Bar Fridge
  • Dry Bar
  • Crown Molding
  • Tray Ceiling
  • High Ceiling
  • Ceiling Fan
  • Awning
  • ENERGY STAR Qualified Windows
  • Insulated Windows
  • Shades
  • Shutters
  • Blinds
  • Drapes & Rods
  • Sliding Doors
  • Great Room
  • Family Room Off Kitchen
  • Breakfast Room
  • Formal Dining Room
  • Home Theater
  • Home Office
  • Bonus Room
  • Storage Room
  • Inside Utility
  • Attic Fan

Kitchen

  • Eat-In Kitchen
  • Built-In Oven
  • Cooktop
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Solid Wood Cabinet
  • Disposal

Flooring

  • Wood
  • Brick
  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bedroom on Main
  • Split Bedroom Floorplan
  • En-Suite Bathroom
  • Walk-In Closet
  • Makeup or Vanity Space
  • Dual Sinks
  • Low Flow Plumbing Fixtures
  • Bathtub With Separate Shower Stall
  • Garden Bath

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Security System Owned
  • Fire and Smoke Detector
  • In Wall Pest System

Accessible Home Design

  • Accessible Kitchen
  • Accessible Entrance

Eco-Friendly Details

  • Energy-Efficient Doors
  • Energy Monitoring System
  • Non-Toxic Pest Control
  • Solar Power System
  • Solar Water Heater
  • Solar Heating System
  • HVAC UV or Electric Filtration
  • Whole House Water Purification
  • Well Sprinkler System

Outdoor Features

  • Access To Pond
  • Enclosed Patio or Porch
  • Outdoor Kitchen
  • Rain Gutters
  • Private Mailbox

Location

  • Property is near public transit
  • Property is near a golf course

Schools

  • Sea Breeze Elementary School
  • Martha B. King Middle School
  • Bayshore High School

Utilities

  • Forced Air Zoned Heating and Cooling System
  • Thermostat
  • Underground Utilities
  • Water Filtration System
  • Water Purifier
  • High Speed Internet
  • Phone Available
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include common area taxes, pool, escrow reserves fund, fidelity bond, internet, ground maintenance, management, recreational facilities
  • Vanguard Management Todd Gates Association, Phone Number (813) 955-5923
  • Palma Sola Trace Community
  • Palma Sola Trace Subdivision
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, fencing, no truck, recreational vehicles, or motorcycle parking, vehicle restrictions

Amenities

  • Clubhouse

Recreation

  • Recreation Facilities
  • Community Playground
  • Fitness Center
  • Community Pool
  • Trails

Security

  • Security Service
  • Card or Code Access

Home Details

Home Type

Single Family

Est. Annual Taxes

$8,447

Year Built

Built in 2008

Lot Details

0

HOA Fees

$263 per month

Parking

2

Listing Details

  • HOA Fee Includes: Common Area Taxes, Pool, Escrow Reserves Fund, Fidelity Bond, Internet, Maintenance Grounds, Management, Pool, Recreational Facilities
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Single Family Residence
  • Architectural Style: Custom, Florida, Traditional
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 3057
  • Lot Size Acres: 0.22
  • New Construction: No
  • Year Built: 2008
  • Accessibility Features: Accessible Entrance, Accessible Kitchen, Accessible Central Living Area
  • Building Area Total: 3745
  • Lot Size Sq Ft: 9540
  • Directions to Property: 75th Street between Manatee Avenue and Cortez. Go east into the main entrance of Palma Sol Trace. At stop sign take a left. Then Take a left on Summerwind Circle and around to 3721 on the right.
  • Status: Sold
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow State: FL
  • List Office Head Office Key Nume: 1044707
  • Minimum Lease: 1-2 Years
  • RATIO Current Price By Calculate: 254.17
  • Total Acreage: 0 to less than 1/4
  • Unit Number YN: 0
  • Water Access YN: 1
  • MFR_BedroomClosetType: Walk-in Closet
  • MFR_BedroomClosetType: Walk-in Closet
  • Tax Year: 2022
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Tile, Wood
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Interior Amenities: Attic Fan, Built-in Features, Ceiling Fans(s), Crown Molding, Dry Bar, Eat-in Kitchen, High Ceilings, In Wall Pest System, Kitchen/Family Room Combo, Living Room/Dining Room Combo, Master Bedroom Main Floor, Open Floorplan, Solid Surface Counters, Solid Wood Cabinets, Split Bedroom, Stone Counters, Thermostat, Tray Ceiling(s), Walk-In Closet(s), Window Treatments
  • Appliances Included: Bar Fridge, Built-In Oven, Cooktop, Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Refrigerator, Solar Hot Water, Solar Hot Water, Washer, Water Filtration System, Water Purifier
  • Foundation Details: Slab
  • Total Bedrooms: 4
  • Levels: Two
  • Window Features: Blinds, Drapes, ENERGY STAR Qualified Windows, Insulated Windows, Shades, Shutters, Window Treatments
  • Street Number Modifier: 3721
  • ResoLivingAreaSource: Builder
  • Additional Rooms: Bonus Room,Breakfast Room Separate,Den/Library/Office,Formal Dining Room Separate,Great Room,Inside Utility,Media Room,Storage Rooms
  • Living Area Meters: 284.00
  • Room Count: 10

Exterior Features

  • Direction Faces: Northeast
  • Other Structures: Outdoor Kitchen
  • Pool Features: Other
  • Exterior Features: Awning(s), Irrigation System, Outdoor Kitchen, Private Mailbox, Rain Gutters, Sidewalk, Sliding Doors
  • Roof: Shingle
  • Home Warranty: No
  • Pool Private: No
  • View: Trees/Woods, Water
  • Waterfront: Yes
  • Patio and Porch Features: Covered, Enclosed, Screened
  • Road Surface Type: Asphalt, Paved
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure
  • Water Access: Pond
  • Water Extras YN: 0
  • Water View: Pond
  • Water View YN: 1
  • Waterfront Feet Total: 36
  • Flood Zone Date: 2014-03-17
  • Flood Zone Panel: 12081C0282E
  • Water Frontage Feet Pond: 36

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Driveway, Garage Door Opener, On Street

Utilities

  • Utilities: BB/HS Internet Available, Cable Connected, Electricity Connected, Phone Available, Public, Sewer Connected, Solar, Sprinkler Recycled, Sprinkler Well, Street Lights, Underground Utilities, Water Connected
  • Cooling: Central Air, Zoned
  • Heating: Central, Electric, Solar, Zoned
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Clubhouse, Deed Restrictions, Fitness Center, Irrigation-Reclaimed Water, No Truck/RV/Motorcycle Parking, Playground, Pool, Sidewalks
  • Association Amenities: Fence Restrictions, Fitness Center, Lobby Key Required, Playground, Pool, Recreation Facilities, Security, Trail(s), Vehicle Restrictions
  • Association Fee: 790
  • Association Fee Frequency: Quarterly
  • Association Name: Vanguard Management - Todd Gates
  • Phone: 813-955-5923
  • Association: Yes
  • Security: Secured Garage / Parking, Security System, Security System Owned, Smoke Detector(s)
  • Senior Community: No
  • Association 2 YN: 0
  • Association Approval Required YN: 0
  • Pet Restrictions: Household pets are allowed in reasonable numbers per board discretion. Leashes required.
  • Association Fee Requirement: Required
  • Association Email: todd@vanguardmanagementgroup.com

Fee Information

  • Total Annual Fees: 3160.00
  • Total Monthly Fees: 263.33
  • Monthly HOA Amount: 263.33

Schools

  • Elementary School: Sea Breeze Elementary
  • High School: Bayshore High
  • Middle Or Junior School: Martha B. King Middle

Lot Info

  • Zoning: PDP
  • Parcel Number: 5145613159
  • Additional Parcels: No
  • Lot Features: City Limits, In County, Level, Near Golf Course, Near Public Transit, Sidewalk, Paved
  • Flood Zone Code: X
  • Homestead YN: 1
  • Lot Size Square Meters: 886

Green Features

  • Efficiency: Doors, Energy Monitoring System, Windows
  • Green Power: Solar
  • Green Indoor Air Qlty: HVAC UV/Elec. Filtration, Non Toxic Pest Control
  • Green Water Conservation: Irrigation-Reclaimed Water, Low-Flow Fixtures, Whole House Water Purification
  • Green Verification Count: 0
  • Green Landscaping: Fl. Friendly/Native Landscape

Rental Info

  • Furnished: Negotiable
  • Pets Allowed: Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: One-year lease minimum required. Short-term rentals prohibited.

Tax Info

  • Tax Annual Amount: 8446.52
  • Tax Book Number: 46-146
  • Tax Lot: 253
  • Tax Other Annual Assessment Amount: 968

Multi Family

  • Waterfront Features: Pond
  • Approval Process: All leases must be in writing with prior consent of the board. Subleasing requires prior written approval by the board.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 8, 2023
Closed on
Jun 30, 2023
Sold by
Selby Family Trust
Bought by
Helmer David and Helmer Susan
Seller's Agent
Judith Liestman
KELLER WILLIAMS ON THE WATER
Buyer's Agent
Greg Bayer
ANNA MARIA ISLAND BEACHES RE
List Price
$799,000
Sold Price
$777,000
Premium/Discount to List
-$22,000
-2.75%
Views
132
Current Estimated Value
$756,556

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$20,444
Avg. Annual Appreciation
-1.17%
Original Mortgage
$250,000
Outstanding Balance
$243,580
Interest Rate
6.39%
Mortgage Type
Seller Take Back
Estimated Equity
$512,976

Purchase Details

Listed on
Jan 15, 2019
Closed on
Mar 29, 2019
Sold by
Blatz Robert W and Blatz Judith A
Bought by
Selby Michael S and Selby Mary A
Seller's Agent
Cindy Jones
DUNCAN REAL ESTATE, INC.
Buyer's Agent
Cindy Jones
DUNCAN REAL ESTATE, INC.
List Price
$495,900
Sold Price
$470,500
Premium/Discount to List
-$25,400
-5.12%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.50%

Purchase Details

Closed on
Jan 7, 2019
Sold by
Blatz Robert W and Blatz Judith A
Bought by
Blatz Robert W and Blatz Judith A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$200,000
Interest Rate
4.7%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Mar 17, 2015
Sold by
Blatz Robert W and Blatz Judith A
Bought by
Robert W Blatz Revocable Trust

Purchase Details

Closed on
May 20, 2009
Sold by
Taylor Morrison Of Florida Inc
Bought by
Blatz Robert W and Blatz Judith A

Purchase Details

Closed on
Dec 31, 2007
Sold by
Taylor Woodrow Homes Central Fl Div Llc
Bought by
Taylor Woodrow Homes Florida Inc
Source: Public Records

Range of Values:

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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
Helmer David $777,000 None Listed On Document
Selby Michael S $470,500 Attorney
Blatz Robert W -- Attorney
Robert W Blatz Revocable Trust -- None Available
Blatz Robert W $370,000 Attorney
Taylor Woodrow Homes Florida Inc -- First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Helmer David $250,000
Previous Owner Blatz Robert W $200,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
06/30/2023 06/30/23 Sold $777,000 -2.4% $254 / Sq Ft
04/29/2023 04/29/23 Pending -- -- --
04/19/2023 04/19/23 Price Changed $796,000 -0.1% $260 / Sq Ft
04/10/2023 04/10/23 Price Changed $797,000 -0.1% $261 / Sq Ft
03/27/2023 03/27/23 Price Changed $798,000 -0.1% $261 / Sq Ft
03/08/2023 03/08/23 For Sale $799,000 +69.8% $261 / Sq Ft
03/29/2019 03/29/19 Sold $470,500 -5.1% $154 / Sq Ft View Prior Sale
02/03/2019 02/03/19 Pending -- -- --
01/15/2019 01/15/19 For Sale $495,900 -- $162 / 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 $13,730 $526,577 -- --
2024 $13,730 $666,766 $70,380 $596,386
2023 $9,065 $446,926 $0 $0
2022 $8,447 $433,909 $0 $0
2021 $8,098 $421,271 $69,000 $352,271
2020 $8,690 $390,623 $69,000 $321,623
2019 $5,835 $285,097 $0 $0
2018 $5,783 $279,781 $0 $0
2017 $5,484 $274,026 $0 $0
2016 $5,456 $268,390 $0 $0
2015 $5,775 $266,524 $0 $0
2014 $5,775 $264,409 $0 $0
2013 $5,746 $260,501 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4562981

Stellar MLS

APN: 51456-1315-9