NOT LISTED FOR SALE

Estimated Value: $466,000 - $518,000

2 Beds
2 Baths
1,829 Sq Ft
$269/Sq Ft Est. Value

Last Sold April 11, 2018

Last sale price $317,500 $174 Per Sq Ft

Est. 57% increase in value since last sale

Current estimated payment $3,779/month

47 Days on Market

Highlights

  • 45 Feet of Waterfront
  • On Golf Course
  • Oak Trees
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Heated In Ground Pool

About This Home

As of April 2018

What a delightful breath of fresh air this maintenance-free villa is! Uplifting colors and decor, a spacious floorplan, vaulted ceilings and tasteful furniture will welcome you the moment you step through the door and into this popular “Inverness” Golf Villa. The home has been meticulously maintained and boasts one of the most sought-after locations in the community: You and your guests will marvel at the stunning view over the 3rd Fairway and the beautiful lake from your oversized lanai. The large kitchen with corian countertops is ideal for cooking delicious meals or for entertaining your family, friends and neighbors. You will find bright tile throughout the 2BR, 2 baths and the den. Heritage Oaks truly is a Golfer’s Paradise, but even for non-golfers this community offers a variety of amenities that make it one of Sarasota’s most desirable destinations for retirees, seasonal owners and renters alike. Escape snow, ice and sleet and come to a resort-style place where you will be warmly invited to attend a multitude of events at one of Sarasota’s finest clubhouses with restaurant and Bar/Lounge. Enjoy the 18 hole golf course that was just re-designed by Ron Garl, an award-winning Pro-Shop that carries high-end equipment and designer apparel, 5 heated swimming pools, 4 Har-Tru tennis courts, a fitness center with a gym and daily fitness classes and a fun-filled social calendar. No need to endure the next blizzard, the furniture is available to purchase so you can move right in. Welcome to Heritage Oaks!

Last Agent to Sell the Property

Anja Deichmann

MICHAEL SAUNDERS & COMPANY License #3113686 Listed on: 01/17/2018

MICHAEL SAUNDERS & COMPANY

Last Buyer's Agent

Anja Deichmann

MICHAEL SAUNDERS & COMPANY License #3113686 Listed on: 01/17/2018

MICHAEL SAUNDERS & COMPANY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,450

Year Built

  • Built in 2001

Lot Details

  • 5,980 Sq Ft Lot
  • 45 Feet of Waterfront
  • Lake Front
  • On Golf Course
  • East Facing Home
  • Irrigation
  • Oak Trees
  • Property is zoned RSF1

HOA Fees

  • $642 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Lake
  • Golf Course

Home Design

  • Ranch Style House
  • Florida Architecture
  • Villa
  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,829 Sq Ft Home
  • Open Floorplan
  • Cathedral Ceiling
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Great Room
  • Family Room Off Kitchen
  • Combination Dining and Living Room
  • Den
  • Inside Utility
  • Ceramic Tile Flooring
  • Fire and Smoke Detector
  • Attic

Kitchen

  • Eat-In Kitchen
  • Range with Range Hood
  • Microwave
  • Dishwasher
  • Solid Surface Countertops
  • Solid Wood Cabinet
  • Disposal

Bedrooms and Bathrooms

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

Laundry

  • Laundry in unit
  • Dryer
  • Washer

Pool

  • Heated In Ground Pool
  • Heated Spa
  • Gunite Pool

Outdoor Features

  • Deck
  • Screened Patio
  • Porch

Utilities

  • Central Heating and Cooling System
  • Underground Utilities
  • Electric Water Heater
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include cable TV, community pool, maintenance structure, ground maintenance, recreational facilities, security, sewer, trash, water
  • $67 Other Monthly Fees
  • Argus Mgmt 941 927 6464 Association
  • Built by US HOMES
  • Heritage Oaks Golf & Country Club Subdivision, Inverness Floorplan
  • Heritage Oaks Golf & Country Club Community
  • On-Site Maintenance
  • Rental Restrictions

Recreation

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

Security

  • Security Service
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,450

Year Built

Built in 2001

Lot Details

0

HOA Fees

$642 per month

Parking

2

Listing Details

  • HOA Fee Includes: Cable TV, Community Pool, Maintenance Structure, Maintenance Grounds, Recreational Facilities, Security, Sewer, Trash, Water
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Architectural Style: Florida, Ranch
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1829
  • Lot Size Acres: 0.14
  • New Construction: No
  • Year Built: 2001
  • Building Area Total: 2507
  • Lot Size Sq Ft: 5980
  • Directions to Property: East on Bee Ridge to Bee Ridge Extension, right turn and south to Heritage Oaks Golf & Country Club on the right, past gate and right turn at stop sign, follow to 4438 Chase Oaks Drive on the left.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4207229&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4207229&cview=true&show_results=true&customer_portal=true
  • Floor Number: 1
  • Homestead Y N: No
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Home Warranty Y N: No
  • Other Fees Amount: 800
  • Call Center Phone Number: 941-308-7777
  • Planned Unit Development Y N: No
  • Ratio: Close Price\List Price: 0.89437
  • Price per Sq Ft: 173.59
  • Close to Original List Price Ratio: 0.89437
  • Ratio: Current Price\Building Area Total: 126.65
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2017
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Attic, Cathedral Ceiling(s), Ceiling Fans(s), Eating Space In Kitchen, High Ceiling(s), Kitchen/Family Room Combo, Living Room/Dining Room Combo, Master Bedroom Main Floor, Open Floorplan, Solid Surface Counters, Solid Wood Cabinets, Split Bedroom, Vaulted Ceiling(s), Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Microwave Hood, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Features: Heated
  • Spa Yn: Yes
  • Window Features: Blinds, Window Treatments
  • Street Number Modifier: 4438
  • Room Count: 6
  • Additional Rooms: Attic, Den/Library/Office, Great Room, Inside Utility
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: East
  • Pool Features: Gunite, Heated, In Ground
  • Exterior Features: Irrigation System, Sliding Doors
  • Roof: Tile
  • Pool Private: No
  • View: Golf Course, Water
  • Waterfront: Yes
  • Patio and Porch Features: Deck, Patio, Porch, Screened
  • Water View: Lake
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 12115C0170F
  • Waterfront Frontage: 45
  • Water Frontage Feet Lake: 45
  • Disclosures: Condominium Disclosure Available, HOA/PUD/Condo Disclosure, Seller Property Disclosure

Garage/Parking

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

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Electricity Connected, Public, Underground Utilities
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Fitness, Gated Community, Golf, Pool, Tennis Courts
  • Association Amenities: Fitness Center, Gated, Maintenance, Security, Spa/Hot Tub, Tennis Court(s)
  • Association Fee: 7700
  • Association Fee Frequency: Annually
  • Association Name: Argus Mgmt 941-927-6464
  • Association: Yes
  • Security: Gated Community, Smoke Detector(s)
  • Senior Community: No
  • Other Fees Term: Quarterly
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 10900
  • Monthly HOA Fee: 641.67
  • Total Monthly Fees: 908.33

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0257150038
  • Additional Parcels: No
  • Lot Features: In County, On Golf Course
  • Flood Zone Code: X
  • Flood Zone Date: 2016-11-04
  • Zoning Compatible Y N: Yes
  • ResoLotSizeUnits: SquareFeet

Building Info

  • Builder Name: US HOMES

Rental Info

  • Pets Allowed: Yes
  • Pet Size: Small (16-35 Lbs.)
  • Max Pet Weight: 35
  • Minimum Lease: 1 Month
  • Approval Process: Approval required
  • Num Timesper Year: 12
  • Pet Restrictions: 2 small pets
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Lease restrictions

Tax Info

  • Tax Annual Amount: 3450
  • Tax Lot: 386

Multi Family

  • Waterfront Features: Lake

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 17, 2018
Closed on
Apr 11, 2018
Sold by
Thompson Thomas L and Thomas L Thompson Trust
Bought by
Kohr Ii Marshall R and Kohr Louanne Z
Seller's Agent
Anja Deichmann
MICHAEL SAUNDERS & COMPANY
Buyer's Agent
Anja Deichmann
MICHAEL SAUNDERS & COMPANY
List Price
$355,000
Sold Price
$317,500
Premium/Discount to List
-$37,500
-10.56%
Current Estimated Value
$498,263

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$180,763
Avg. Annual Appreciation
6.86%

Purchase Details

Closed on
Jul 7, 2004
Sold by
Thompson Thomas and Thompson Ann
Bought by
Thompson Thomas L and Thomas L Thompson Trust

Purchase Details

Closed on
Jan 30, 2003
Sold by
Sommer Donald P
Bought by
Thompson Thomas and Thompson Ann

Purchase Details

Closed on
Apr 26, 2001
Sold by
U S Home Corp
Bought by
Rosier Glen P and Sommer Donald P

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
6.9%
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
Kohr Ii Marshall R $317,500 Attorney
Thompson Thomas L -- --
Thompson Thomas $285,000 --
Thompson Thomas -- --
Rosier Glen P $251,200 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Rosier Glen P $200,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/11/2018 04/11/18 Sold $317,500 -10.6% $174 / Sq Ft
03/06/2018 03/06/18 Pending -- -- --
01/17/2018 01/17/18 For Sale $355,000 -- $194 / 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 $4,637 $401,082 -- --
2023 $4,637 $389,400 $129,100 $260,300
2022 $4,344 $363,900 $126,800 $237,100
2021 $3,603 $259,500 $85,300 $174,200
2020 $3,526 $248,900 $85,300 $163,600
2019 $3,273 $232,300 $83,400 $148,900
2018 $3,338 $239,200 $75,500 $163,700
2017 $3,451 $244,000 $86,400 $157,600
2016 $3,444 $238,100 $94,900 $143,200
2015 $3,342 $224,100 $86,900 $137,200
2014 $3,327 $208,600 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4207229

Stellar MLS

APN: 0257-15-0038