NOT LISTED FOR SALE

Estimated Value: $778,015 - $938,000

3 Beds
4 Baths
2,740 Sq Ft
$313/Sq Ft Est. Value

Last Sold June 12, 2019

Last sale price $560,000 $204 Per Sq Ft

Est. 53% increase in value since last sale

Current estimated payment $5,796/month

13 Days on Market

Highlights

  • 55 Feet of Waterfront
  • On Golf Course
  • Screened Pool
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Fishing

About This Home

As of June 2019

Golfer's Paradise in sunny Sarasota! This traditional and beautiful Executive Home boasts 3BRs, an office/den, 2 full and 2 half baths, has been meticulously cared for by the original owners and is move-in-ready in Sarasota's friendliest golf community, Heritage Oaks. Spanning over 2700 SF, this magnificent lakefront residence graced by soaring ceilings and plenty of windows is a haven for gazing at golf, water and wildlife from multiple vantage points. The elegant entryway draws you into a generous layout made for entertaining. The large lanai with the sparkling pool and truly breath-taking "long lake" view is the dramatic focal point of the main living area, accompanied by an elegant formal dining room, gorgeous kitchen, formal living and family room with beautiful marble floors and neutral carpet. The spacious master features sliding doors to the lanai and an opulent ensuite bath with a soaking tub and separate glass shower. This rarely available "STRATFORD" has a magnificent guest wing to guarantee comfort and privacy for your friends and family. Enjoy the 18 hole golf course re-designed by Ron Garl in 2017, the aqua driving range, 5 heated community pools, the many fitness classes and the fun-filled social calendar. Heritage Oaks also has an active tennis club. The impressive clubhouse offers fine dining and the "19th Hole" Grille Room and Lounge. Heritage Oaks is famous for its welcoming members. You will not want to leave, and chances are, you won't.

Last Agent to Sell the Property

Anja Deichmann

MICHAEL SAUNDERS & COMPANY License #3113686 Listed on: 03/29/2019

MICHAEL SAUNDERS & COMPANY

Last Buyer's Agent

Stellar Non-Member Agent

Stellar Non-Member Office

Stellar Non-Member Office

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,466

Year Built

  • Built in 2001

Lot Details

  • 0.3 Acre Lot
  • 55 Feet of Waterfront
  • Lake Front
  • On Golf Course
  • Southeast Facing Home
  • Oversized Lot
  • Irrigation
  • Property is zoned RSF1

HOA Fees

  • $656 Monthly HOA Fees

Parking

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

Property Views

  • Lake
  • Golf Course
  • Woods
  • Pool

Home Design

  • Florida Architecture
  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,740 Sq Ft Home
  • Open Floorplan
  • Crown Molding
  • Tray Ceiling
  • High Ceiling
  • Ceiling Fan
  • Blinds
  • Drapes & Rods
  • Sliding Doors
  • Family Room Off Kitchen
  • Separate Formal Living Room
  • Formal Dining Room
  • Den
  • Inside Utility

Kitchen

  • Eat-In Kitchen
  • Range
  • Recirculated Exhaust Fan
  • Microwave
  • Dishwasher
  • Wine Refrigerator
  • Stone Countertops
  • Solid Wood Cabinet
  • Disposal

Flooring

  • Carpet
  • Marble

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom on Main
  • Split Bedroom Floorplan
  • Walk-In Closet

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Security Gate
  • Fire and Smoke Detector

Pool

  • Screened Pool
  • In Ground Pool
  • In Ground Spa
  • Gunite Pool
  • Pool is Self Cleaning
  • Fence Around Pool
  • Pool Tile
  • Pool Lighting

Outdoor Features

  • Covered Patio or Porch
  • Rain Gutters

Utilities

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

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-hour guard, cable TV, community pool, escrow reserves fund, ground maintenance, recreational facilities, security
  • $8 Other Monthly Fees
  • Argus Management Darlene Cross Association, Phone Number (941) 924-9797
  • Heritage Oaks Golf & Country Club Community
  • Heritage Oaks Golf & Country Club Subdivision
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, allowable golf cart usage in the community, vehicle restrictions
  • Rental Restrictions

Recreation

  • Golf Course Community
  • Tennis Courts
  • Recreation Facilities
  • Fitness Center
  • Community Pool
  • Community Spa
  • Fishing

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,466

Year Built

Built in 2001

Lot Details

0

HOA Fees

$656 per month

Parking

2

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Cable TV, Community Pool, Escrow Reserves Fund, Maintenance Grounds, Recreational Facilities, Security
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Single Family Residence
  • Architectural Style: Florida
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2740
  • Lot Size Acres: 0.3
  • New Construction: No
  • Year Built: 2001
  • Building Area Total: 3552
  • Lot Size Sq Ft: 12922
  • Directions to Property: Bee Ridge Road east past I-75 to Lorraine Road (formerly Bee Ridge Extension), south on Lorraine Road to Heritage Oaks on the right, thru gate, right turn at stop sign on Chase Oaks Drive and follow to 4502 Chase Oaks Drive on the left.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4431874&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4431874&cview=true&show_results=true&customer_portal=true
  • Homestead Y N: Yes
  • Number Of Pets: 2
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number Y N: No
  • Home Warranty Y N: No
  • Other Fees Amount: 100
  • Call Center Phone Number: 941-308-7777
  • Ratio: Close Price\List Price: 0.99115
  • Price per Sq Ft: 204.38
  • Close to Original List Price Ratio: 0.99115
  • Ratio: Current Price\Building Area Total: 157.66
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2018
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Marble
  • Full Bathrooms: 2
  • Half Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Crown Molding, Eating Space In Kitchen, High Ceiling(s), Kitchen/Family Room Combo, Master Bedroom Main Floor, Open Floorplan, Solid Wood Cabinets, Split Bedroom, Stone Counters, Thermostat, Tray Ceiling(s), Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Exhaust Fan, Microwave, Range, Refrigerator, Washer, Wine Refrigerator
  • Foundation Details: Slab
  • Total Bedrooms: 3
  • Levels: One
  • Spa Features: In Ground
  • Spa Yn: Yes
  • Window Features: Blinds, Drapes, Window Treatments
  • Street Number Modifier: 4502
  • Room Count: 7
  • Additional Rooms: Den/Library/Office, Family Room, Formal Dining Room Separate, Formal Living Room Separate, Inside Utility
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: Southeast
  • Pool Features: Gunite, In Ground, Lighting, Screen Enclosure, Self Cleaning, Tile
  • Exterior Features: Irrigation System, Rain Gutters, Sliding Doors
  • Roof: Tile
  • Pool Private: Yes
  • View: Golf Course, Pool, Trees/Woods, Water
  • Waterfront: Yes
  • Patio and Porch Features: Covered, Rear Porch, Screened
  • Road Surface Type: Paved
  • Water View: Lake
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 12115C0170F
  • Waterfront Frontage: 55
  • Water Frontage Feet Lake: 55
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure

Garage/Parking

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

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Cable Connected, Electricity Available, Electricity Connected, Phone Available, Public, Sewer Available, Sewer Connected, Underground Utilities, Water Available
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, 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, Fishing, Fitness, Gated Community, Golf Carts OK, Golf, Pool, Sidewalk, Tennis Courts
  • Association Amenities: Cable TV, Clubhouse, Fitness Center, Gated, Golf Course, Pool, Recreation Facilities, Spa/Hot Tub, Tennis Court(s), Vehicle Restrictions
  • Association Fee: 7868
  • Association Fee Frequency: Annually
  • Association Name: Argus Management - Darlene Cross
  • Phone: 941-924-9797
  • Association: Yes
  • Security: Gated Community, Security Gate, Smoke Detector(s)
  • Senior Community: No
  • Other Fees Term: Annual
  • Association Email: darlene@argusmgmt.com
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 7968
  • Monthly HOA Fee: 655.67
  • Total Monthly Fees: 664

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0258020011
  • Additional Parcels: No
  • Lot Features: In County, On Golf Course, Oversized Lot
  • Flood Zone Code: X
  • Flood Zone Date: 2016-11-04
  • Zoning Compatible Y N: Yes
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Pet Size: Extra Large (101+ Lbs.)
  • Max Pet Weight: 101
  • Minimum Lease: 1 Month
  • Approval Process: Approval required
  • Num Timesper Year: 12
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Lease restrictions

Tax Info

  • Tax Annual Amount: 4466
  • Tax Lot: 69

Multi Family

  • Waterfront Features: Lake

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 29, 2019
Closed on
Jun 13, 2019
Sold by
The George F Swansburg Revocable Trust
Bought by
Mullen Stephen C and Mullen Mary J
Seller's Agent
Anja Deichmann
MICHAEL SAUNDERS & COMPANY
Buyer's Agent
Stellar Non-Member Agent
Stellar Non-Member Office
List Price
$565,000
Sold Price
$560,000
Premium/Discount to List
-$5,000
-0.88%
Current Estimated Value
$858,504

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$298,504
Avg. Annual Appreciation
7.61%
Original Mortgage
$484,350
Outstanding Balance
$431,976
Interest Rate
4.1%
Mortgage Type
New Conventional
Estimated Equity
$451,681

Purchase Details

Closed on
Jan 9, 2006
Sold by
Swansburg George G and Swansburg Nancy
Bought by
Swansburg George F
Source: Public Records

Range of Values:

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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
Mullen Stephen C $560,000 Attorney
Mullen Stephen C $560,000 Attorney
Swansburg George F -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Mullen Stephen C $484,350
Closed Mullen Stephen C $484,350
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/12/2019 06/12/19 Sold $560,000 -0.9% $204 / Sq Ft
04/11/2019 04/11/19 Pending -- -- --
03/29/2019 03/29/19 For Sale $565,000 -- $206 / 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 $5,662 $481,784 -- --
2023 $5,662 $467,751 $0 $0
2022 $5,507 $454,127 $0 $0
2021 $5,438 $440,900 $126,300 $314,600
2020 $5,531 $440,600 $126,300 $314,300
2019 $4,568 $367,383 $0 $0
2018 $4,466 $360,533 $0 $0
2017 $4,446 $353,118 $0 $0
2016 $4,446 $390,100 $133,000 $257,100
2015 $4,525 $371,700 $121,700 $250,000
2014 $4,567 $340,000 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4431874

Stellar MLS

APN: 0258-02-0011