NOT LISTED FOR SALE

Estimated Value: $467,400 - $503,000

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

Last Sold January 29, 2021

Last sale price $324,000 $177 Per Sq Ft

Est. 53% increase in value since last sale

Current estimated payment $3,572/month

206 Days on Market

Highlights

  • On Golf Course
  • Fitness Center
  • Gated Community
  • Lakeview Elementary School Rated A
  • Screened Pool
  • Clubhouse

About This Home

As of January 2021

Lovely, maintenance free Golf Villa with private solar-heated pool and gorgeous preserve views. This very well maintained paired villa sells turnkey furnished, move in ready, just bring your personal items! The highly desirable spacious, Inverness floor plan features an open concept with 2 bedrooms plus den/office very light and bright. It is nicely appointed including crown molding, chair rails and very tastefully furnished. Large kitchen with kitchen island, bar, breakfast nook and lots of storage. Tropical, private lanai with beautiful solar-heated pool, which just has been re-surfaced. New roof in 2015. Heritage Oaks Golf & Country Club offers a friendly atmosphere and an active lifestyle in a paradise-like setting. This "bundled" community features a full range of amenities plus a beautiful location that includes over 50 acres of wetlands and nature preserves. All owners are members in the Ron Garl designed Golf Course, which has been renovated in 2017. The 5 heated Community Pools, Har-Tru lighted Tennis Courts, the well-equipped Fitness Center, the casual or fine dining options in the beautiful Clubhouse and the full active social calendar make this wonderful community attractive for non golfing family members as well. Heritage Oaks is conveniently located near shopping, churches, banks, restaurants and everything Sarasota has to offer. Easy access to our famous beaches on Siesta Key and Casey Key.

Last Agent to Sell the Property

Gabi Charity

CHARITY & WEISS INTERNATIONAL LLC License #3168133 Listed on: 05/19/2020

Last Buyer's Agent

Dudley Carson

PIRO & ASSOCIATES License #3262420

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,255

Year Built

  • Built in 1998

Lot Details

  • 6,303 Sq Ft Lot
  • On Golf Course
  • North Facing Home
  • Irrigation
  • Property is zoned RSF1

HOA Fees

  • $615 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Open Parking

Property Views

  • Golf Course
  • Woods
  • Park or Greenbelt
  • Pool

Home Design

  • Villa
  • Slab Foundation
  • Tile Roof
  • Block Exterior

Interior Spaces

  • 1,829 Sq Ft Home
  • Crown Molding
  • Ceiling Fan
  • Blinds
  • Sliding Doors

Kitchen

  • Range
  • Dishwasher

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Pool

  • Screened Pool
  • Gunite Pool
  • Fence Around Pool

Utilities

  • Central Air
  • Heating Available
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-hour guard, cable TV, community pool, escrow reserves fund, maintenance structure, ground maintenance, manager, recreational facilities, sewer, trash
  • Argus Management, Rebekah Association, Phone Number (941) 927-6464
  • Visit Association Website
  • 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 building or community restrictions, deed restrictions, allowable golf cart usage in the community
  • Rental Restrictions

Recreation

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

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,255

Year Built

Built in 1998

Lot Details

0

HOA Fees

$615 per month

Parking

2

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Cable TV, Community Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Manager, Recreational Facilities, Sewer, Trash
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Construction Materials: Block
  • Fireplace: No
  • Living Area: 1829
  • Lot Size Acres: 0.14
  • New Construction: No
  • Year Built: 1998
  • Lot Size Sq Ft: 6303
  • Directions to Property: Off Lorraine Road (former Bee Ridge Extension) South of Bee Ridge Rd., North of Clark Rd. look for entrance of Heritage Oaks Golf & Country Club and enter through guarded gate. Take a right at Chase Oaks and then take first right into Samoset Drive. Follow road to 4467 Samoset, home will be on your right hand side.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4467520?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4467520?w=Customer
  • Homestead Y N: No
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Home Warranty Y N: Yes
  • Property Description: Corner Unit
  • Ratio: Close Price\List Price: 0.95575
  • Price per Sq Ft: 177.15
  • Close to Original List Price Ratio: 0.92571
  • View: Yes
  • Ownership: Fee Simple
  • Tax Year: 2019
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Crown Molding, Master Bedroom Main Floor, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Dryer, Electric Water Heater, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Yn: No
  • Window Features: Blinds
  • Street Number Modifier: 4467
  • Room Count: 7
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: North
  • Pool Features: Gunite, Heated, Screen Enclosure, Solar Heat
  • Exterior Features: Irrigation System, Sliding Doors
  • Roof: Tile
  • Pool Private: Yes
  • View: Golf Course, Greenbelt, Pool, Trees/Woods
  • Waterfront: No
  • Water View Y N: No
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 12115C0170F
  • Disclosures: Condominium Disclosure Available

Garage/Parking

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

Utilities

  • Utilities: Cable Connected, Sewer Connected, Water Connected
  • Cooling: Central Air
  • Heating: Electric
  • Laundry Features: Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Buyer Approval Required, Deed Restrictions, Fitness, Gated Community, Golf Carts OK, Golf, Pool, Sidewalk, Special Community Restrictions, Tennis Courts
  • Association Amenities: Clubhouse, Fitness Center, Gated, Golf Course, Maintenance, Pool, Tennis Court(s)
  • Association Fee: 3690.5
  • Association Fee Frequency: Semi-Annually
  • Association Name: Argus Management, Rebekah
  • Phone: 941-927-6464
  • Association: Yes
  • Senior Community: No
  • Condo Fees: 800
  • Condo Fees Term: Quarterly
  • Association Website: https://www.heritageoaksgcc.com/
  • Monthly Condo Fee Amount: 267
  • Amenities Additional Fees: One time Capital Fee of $4,000 and Annual Food Minimum of $700. Fees include Golf membership, which is required. Please see attached Fee schedule.
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 10581
  • Monthly HOA Fee: 615.08
  • Total Monthly Fees: 881.75

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0258080009
  • Additional Parcels: No
  • Lot Features: On Golf Course
  • Flood Zone Code: X
  • Flood Zone Date: 2016-11-04
  • Zoning Compatible Y N: Yes
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Pets Allowed: Yes
  • Pet Size: Small (16-35 Lbs.)
  • Minimum Lease: 1 Month
  • Approval Process: Approval required
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Please see Condo docs

Tax Info

  • Tax Annual Amount: 3255
  • Tax Book Number: 39-26
  • Tax Lot: 244

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 19, 2020
Closed on
Jan 29, 2021
Sold by
Golfers Dream Llc
Bought by
Carson Dudley S
Seller's Agent
Gabi Charity
CHARITY & WEISS INTERNATIONAL LLC
Buyer's Agent
Dudley Carson
PIRO & ASSOCIATES
List Price
$350,000
Sold Price
$324,000
Premium/Discount to List
-$26,000
-7.43%
Current Estimated Value
$494,644

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$170,644
Avg. Annual Appreciation
10.13%
Original Mortgage
$226,800
Outstanding Balance
$205,970
Interest Rate
2.67%
Mortgage Type
New Conventional
Estimated Equity
$295,144

Purchase Details

Closed on
Dec 10, 2002
Sold by
Miller William E and Miller Mary Ellen
Bought by
Golfers Dream L L C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$75,000
Interest Rate
6.08%

Purchase Details

Closed on
Dec 15, 1998
Sold by
U S Home Corp
Bought by
Miller William E and Miller Mary Ellen

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$125,000
Interest Rate
6.87%
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
Carson Dudley S $324,000 Attorney
Golfers Dream L L C $290,000 --
Miller William E $181,600 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Carson Dudley S $226,800
Previous Owner Golfers Dream L L C $165,000
Previous Owner Golfers Dream L L C $75,000
Previous Owner Miller William E $125,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/29/2021 01/29/21 Sold $324,000 -4.4% $177 / Sq Ft
12/11/2020 12/11/20 Pending -- -- --
12/04/2020 12/04/20 Price Changed $339,000 -2.9% $185 / Sq Ft
11/04/2020 11/04/20 Price Changed $349,000 -2.8% $191 / Sq Ft
09/18/2020 09/18/20 Price Changed $359,000 -2.7% $196 / Sq Ft
05/29/2020 05/29/20 Price Changed $369,000 +5.4% $202 / Sq Ft
05/19/2020 05/19/20 For Sale $350,000 -- $191 / 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 $2,697 $253,444 -- --
2023 $2,697 $246,062 $0 $0
2022 $2,614 $238,895 $0 $0
2021 $3,437 $245,800 $70,500 $175,300
2020 $3,488 $245,900 $68,800 $177,100
2019 $3,255 $230,800 $78,700 $152,100
2018 $3,457 $248,800 $77,500 $171,300
2017 $3,762 $268,500 $88,700 $179,800
2016 $3,527 $244,500 $81,100 $163,400
2015 $3,342 $224,100 $74,200 $149,900
2014 $3,283 $205,600 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4467520

Stellar MLS

APN: 0258-08-0009