NOT LISTED FOR SALE

Estimated Value: $522,000 - $575,000

2 Beds
2 Baths
1,875 Sq Ft
$297/Sq Ft Est. Value

Last Sold July 16, 2024

Last sale price $565,000 $301 Per Sq Ft

Est. 1% decrease in value since last sale

Current estimated payment $4,548/month

2 Days on Market

Highlights

  • 50 Feet of Lake Waterfront
  • Golf Course Community
  • Heated Spa
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Gated Community

About This Home

As of July 2024

Freshly remodeled paired villa (Inverness model) in Heritage Oaks. This maintenance free unit is truly move in ready. The unit has been tastefully remodeled from top to bottom in the last few years and its sits on a private cul-de-sac at the end of the street. Your view is to the West and you look out over a lake at the 5th hole green of the course. This is one of the largest villa floor plans and it features a very open and functional design that flows well. Recent updates include beautiful new open kitchen with custom shaker cabinets, quartz counters, custom backsplash and SS appliances. LVF flooring throughout and designer carpet in bedrooms. Both bathrooms have all been tastefully updated with new vanities, quartz counters and new showers. Fresh paint, plantation shutters, new ceiling fans and remote control blinds throughout. There is also a newer hot tub on the lanai and a picture window cage that takes advantage of the beautiful view and amazing sunsets. Heritage Oaks sits on over 500 acres and is an amenity centric community that is centered around an 18 hole championship golf course. Additional club amenities include Har Tru tennis courts, 5 heated pools, fitness center, pro shop, golf practice areas, freshly renovated clubhouse with fabulous restaurant and bar areas. There is something everyone at Heritage Oaks. It's one of the best country club values in the area. Not only are you getting an incredible villa but you are getting the Heritage oaks lifestyle.

Last Agent to Sell the Property

Ryan Carson

RE/MAX ALLIANCE GROUP Brokerage Phone: 941-349-5200 License #3240511 Listed on: 05/16/2024

RE/MAX ALLIANCE GROUP

Last Buyer's Agent

Kelli Eggen

COLDWELL BANKER REALTY License #3338319

COLDWELL BANKER REALTY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,996

Year Built

  • Built in 1999

Lot Details

  • 6,781 Sq Ft Lot
  • 50 Feet of Lake Waterfront
  • Lake Front
  • East Facing Home
  • Landscaped with Trees
  • Property is zoned RSF1

HOA Fees

Parking

  • 2 Car Attached Garage
  • Rear-Facing Garage
  • Garage Door Opener
  • Driveway

Property Views

  • Lake
  • Golf Course

Home Design

  • Villa
  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,875 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Crown Molding
  • Ceiling Fan
  • Shades
  • Shutters
  • Great Room
  • Den

Kitchen

  • Range
  • Microwave
  • Freezer
  • Dishwasher
  • Stone Countertops
  • Solid Wood Cabinet
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

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

Laundry

  • Laundry Room
  • Washer and Electric Dryer Hookup

Home Security

  • Security Gate
  • Fire and Smoke Detector

Eco-Friendly Details

  • Reclaimed Water Irrigation System

Pool

  • Heated Spa
  • Above Ground Spa

Outdoor Features

  • Access To Lake
  • Covered Patio or Porch

Utilities

  • Central Heating and Cooling System
  • Thermostat
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-Hour Guard, cable TV, pool, escrow reserves fund, maintenance structure, ground maintenance, pest control, recreational facilities, security, sewer, trash
  • $63 Other Monthly Fees
  • Rebekah Svoboda Association, Phone Number (941) 554-8838
  • Heritage Oaks Association, Phone Number (941) 926-7602
  • Built by US HOME
  • Heritage Oaks Golf & Country Club Community
  • Heritage Oaks Golf & Country Club Subdivision
  • On-Site Maintenance
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, allowable golf cart usage in the community

Amenities

  • Clubhouse

Recreation

  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Fitness Center
  • Community Pool

Security

  • Security Guard
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,996

Year Built

Built in 1999

Lot Details

0

HOA Fees

$1,099 per month

Parking

2

Listing Details

  • HOA Fee Includes: Guard - 24 Hour, Cable TV, Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Pest Control, Recreational Facilities, Security, Sewer, Trash
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Architectural Style: Ranch
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1875
  • Lot Size Acres: 0.16
  • New Construction: No
  • Year Built: 1999
  • Building Area Total: 2533
  • Lot Size Sq Ft: 6781
  • Directions to Property: Bee Ridge East of 75 and head South on Lorraine. Make sure you enter through the main Heritage Oaks guard gate on West side of Lorraine. Right on Chase Oaks and Right on Samoset all the way until the cull de sac. not enter the back gate. That is for residents only.
  • Status: Sold
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow City: Sarasota
  • Escrow Postal Code: 34236
  • Escrow State: FL
  • Escrow Street Name: S Pineapple AAve
  • Escrow Street Number: 240
  • List Office Head Office Key Nume: 1047486
  • Minimum Lease: 1 Month
  • Number Of Pets: 2
  • RATIO Current Price By Calculate: 301.33
  • Total Acreage: 0 to less than 1/4
  • Unit Number YN: 0
  • Water Access YN: 1
  • Other Fees Amount: 750
  • Planned Unit Development Yn: 1
  • MFR_NumAssignedParkingSpaces: 2
  • MFR_InLawSuiteYN: 0
  • Attribution Contact: 941-349-5200
  • Tax Year: 2023
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Crown Molding, Open Floorplan, Primary Bedroom Main Floor, Solid Surface Counters, Solid Wood Cabinets, Split Bedroom, Stone Counters, Thermostat, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Electric Water Heater, Freezer, Microwave, Range, Refrigerator
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Features: Above Ground, Heated
  • Spa Yn: Yes
  • Stories: 1
  • Window Features: Shades, Shutters, Window Treatments
  • Street Number Modifier: 4366
  • ResoLivingAreaSource: PublicRecords
  • Additional Rooms: Den/Library/Office,Great Room
  • Living Area Meters: 174.19
  • Room Count: 8

Exterior Features

  • Direction Faces: East
  • Exterior Features: Irrigation System
  • Roof: Tile
  • Home Warranty: No
  • Pool Private: No
  • View: Golf Course, Water
  • Waterfront: Yes
  • Patio and Porch Features: Covered, Front Porch, Patio, Porch, Rear Porch, Screened
  • Road Surface Type: Asphalt
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure
  • Water Access: Lake
  • Water Extras YN: 0
  • Water View: Lake
  • Water View YN: 1
  • Waterfront Feet Total: 50
  • Water Frontage Feet Lake: 50

Garage/Parking

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

Utilities

  • Utilities: Cable Connected, Electricity Connected, Public, Sewer Connected, Sprinkler Recycled
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Electric Dryer Hookup, Inside, Laundry Room, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Clubhouse, Deed Restrictions, Fitness Center, Gated Community - Guard, Golf Carts OK, Golf, Irrigation-Reclaimed Water, Pool, Tennis Courts
  • Association Amenities: Cable TV, Fitness Center, Gated, Golf Course, Maintenance, Pickleball Court(s), Pool
  • Association Fee: 800
  • Association Fee Frequency: Quarterly
  • Association Name: Rebekah Svoboda
  • Phone: 941-554-8838
  • Association: Yes
  • Security: Gated Community, Security Gate, Smoke Detector(s)
  • Senior Community: No
  • Association #2 Fee: 4993
  • Association #2 Fee Frequency: Semi-Annually
  • Association: Heritage Oaks
  • Association Phone #2: 941-926-7602
  • Association 2 YN: 1
  • Association Approval Required YN: 1
  • Pet Restrictions: Refer to H.O rules and regs on pets
  • Association Fee Requirement: Required
  • Max Pet Weight: 60
  • Association Email: rebekah@capstoneam.com
  • Pet Size: Medium (36-60 Lbs.)

Fee Information

  • Total Annual Fees: 13936.00
  • Total Monthly Fees: 1161.33
  • Other Fees Term: Annual
  • Monthly HOA Amount: 266.67

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0258080034
  • Additional Parcels: No
  • Lot Features: In County, Paved
  • Flood Zone Code: x
  • Homestead YN: 0
  • Lot Size Square Meters: 630
  • Zoning Compatible YN: 1

Green Features

  • Green Verification Count: 0

Building Info

  • Builder Name: US HOME

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: See HO master restrictions on leasing.

Tax Info

  • Tax Annual Amount: 4995.77
  • Tax Book Number: 39-43
  • Tax Lot: 262

Multi Family

  • Waterfront Features: Lake
  • Approval Process: Refer to H.O. rules and regs on pets

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 16, 2024
Closed on
Jul 12, 2024
Sold by
Smith Jeri and Murrell Camm
Bought by
Haney Thomas C and Haney Deborah G
Seller's Agent
Ryan Carson
RE/MAX ALLIANCE GROUP
Buyer's Agent
Kelli Eggen
COLDWELL BANKER REALTY
List Price
$535,000
Sold Price
$565,000
Premium/Discount to List
$30,000
5.61%
Views
4
Current Estimated Value
$556,704

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$8,296
Avg. Annual Appreciation
-1.84%

Purchase Details

Listed on
Aug 21, 2021
Closed on
Oct 27, 2021
Sold by
Anderson Jonathan T and Anderson Donald Abrams
Bought by
Anderson Jonathan T and Murrell Brad A
Seller's Agent
R Glen Ridgeway
COLDWELL BANKER REALTY
Buyer's Agent
Dudley Carson
PIRO & ASSOCIATES
List Price
$405,000
Sold Price
$390,000
Premium/Discount to List
-$15,000
-3.7%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
14.60%

Purchase Details

Listed on
Aug 21, 2021
Closed on
Oct 20, 2021
Sold by
Abrams Donald
Bought by
Abrams Donald and Murrell Brad A
Seller's Agent
R Glen Ridgeway
COLDWELL BANKER REALTY
Buyer's Agent
Dudley Carson
PIRO & ASSOCIATES
List Price
$405,000
Sold Price
$390,000
Premium/Discount to List
-$15,000
-3.7%

Purchase Details

Closed on
Dec 11, 2013
Sold by
Abrams Donald and Abrams Harriet M
Bought by
Abrams Doanld and Abrams Harriet

Purchase Details

Closed on
Nov 20, 2009
Sold by
Reuther John and Reuther Diana
Bought by
Abrams Donald and Abrams Harriet M

Purchase Details

Closed on
Jan 30, 2004
Sold by
Obarski Gregory A and Obarski Marica K
Bought by
Reuther John and Reuther Diana
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
Haney Thomas C $565,000 Desjarlais Law & Title
Anderson Jonathan T $390,000 None Available
Abrams Donald -- Attorney
Abrams Doanld -- Attorney
Abrams Donald $360,000 Desjarlais Title Company
Reuther John $267,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Abrams Donald $100,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/16/2024 07/16/24 Sold $565,000 +5.6% $301 / Sq Ft
05/19/2024 05/19/24 Pending -- -- --
05/16/2024 05/16/24 For Sale $535,000 +37.2% $285 / Sq Ft
10/29/2021 10/29/21 Sold $390,000 -3.7% $208 / Sq Ft
09/17/2021 09/17/21 Pending -- -- --
08/10/2021 08/10/21 For Sale $405,000 -- $216 / 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
2024 $4,996 $421,850 -- --
2023 $4,996 $383,500 $138,400 $245,100
2022 $4,599 $349,700 $135,900 $213,800
2021 $3,525 $252,900 $91,400 $161,500
2020 $2,847 $230,687 $0 $0
2019 $2,745 $225,500 $87,100 $138,400
2018 $2,834 $234,459 $0 $0
2017 $2,820 $229,637 $0 $0
2016 $2,815 $240,900 $87,000 $153,900
2015 $2,682 $229,000 $79,600 $149,400
2014 $2,727 $209,141 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4610888

Stellar MLS

APN: 0258-08-0034