$750,000
SOLD SEP 30, 2024
3 Beds
2 Baths
2,624 Sq Ft
0.29 Acres

Recently Sold

$286 Per Sq Ft

11% Below List Price

201 Days on Market

Highlights

  • Access To Pond
  • Fitness Center
  • Gated Community
  • Lakeview Elementary School Rated A
  • Heated In Ground Pool
  • Clubhouse

About This Home

As of September 2024

Impeccable water and golf course views from this Heritage Oaks Golf & Country Club home are truly a must see. NEW ROOF JULY 2024! This 3 bedroom, 2 bathroom, 2624 sq.ft. home offers views of both water and Heritage Oaks golf course makes this one of the most desirable lots within the community. This split floor plan boasts an updated kitchen and access to the pool/spa from the primary bedroom and both living areas. The home offers plenty entertaining space and natural light throughout the home making it the perfect place to relax or have guests come enjoy the 5 star amenities. Heritage Oaks is a private member owned golf course community offering endless daily activities. Come play tennis, lounge by the pool or enjoy a workout at the gym followed by a great meal at the full-service restaurant.

Last Agent to Sell the Property

Mark Quire

KELLER WILLIAMS ON THE WATER S Brokerage Phone: 941-803-7522 License #3363722 Listed on: 02/09/2024

KELLER WILLIAMS ON THE WATER S

Co-Listed By

Tyson Quire

KELLER WILLIAMS ON THE WATER S Brokerage Phone: 941-803-7522 License #3426087

Last Buyer's Agent

Kristy Heitl

EXIT KING REALTY License #3362255

EXIT KING REALTY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,961

Year Built

  • Built in 2001

Lot Details

  • 0.29 Acre Lot
  • Southwest Facing Home
  • Property is zoned RSF1

HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,624 Sq Ft Home
  • Ceiling Fan

Kitchen

  • Cooktop<<rangeHoodToken>>
  • <<microwave>>

Flooring

  • Carpet
  • Laminate
  • Ceramic Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms

Laundry

  • Laundry in unit
  • Dryer
  • Washer

Eco-Friendly Details

  • Reclaimed Water Irrigation System

Outdoor Features

  • Heated In Ground Pool
  • Access To Pond

Schools

  • Lakeview Elementary School
  • Sarasota Middle School
  • Riverview High School

Utilities

  • Central Heating and Cooling System
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-Hour Guard, common area taxes, pool, escrow reserves fund
  • $58 Other Monthly Fees
  • C&S Management, Alexia Gamunda Association, Phone Number (941) 758-9454
  • Visit Association Website
  • Yes / Heritage Oaks Golf & Cc Association
  • 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

Amenities

  • Restaurant
  • Clubhouse

Recreation

  • Tennis Courts
  • Fitness Center
  • Community Pool

Security

  • Security Guard
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,961

Year Built

Built in 2001

Lot Details

0

HOA Fees

$770 per month

Parking

2

Listing Details

  • HOA Fee Includes: Guard - 24 Hour, Common Area Taxes, Pool, Escrow Reserves Fund
  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2624
  • Lot Size Acres: 0.29
  • New Construction: No
  • Year Built: 2001
  • Building Area Total: 3723
  • Lot Size Sq Ft: 12826
  • Directions to Property: From I-75 N Take exit 207 toward FL-758 E Merge onto Bee Ridge Rd traveling east on Bee Ridge Rd, at the first traffic circle, take the 2nd exit and stay on Bee Ridge Rd, At the second traffic circle, take the 2nd exit and stay on Bee Ridge Rd, At the third traffic circle, take the 1st exit onto Lorraine Rd, Turn right onto Heritage Oaks Blvd, Turn right onto Chase Oaks Dr, home is on the left.
  • Status: Sold
  • Co List Office Mls Id: MFR281521326
  • Co List Office Phone: 941-803-7522
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow State: FL
  • List Office Head Office Key Nume: 1044707
  • Minimum Lease: 1 Month
  • Number Of Pets: 2
  • RATIO Current Price By Calculate: 285.82
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number YN: 0
  • Water Access YN: 1
  • Other Fees Amount: 700
  • MFR_InLawSuiteYN: 0
  • Attribution Contact: 941-803-7522
  • Tax Year: 2023
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile, Laminate
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s)
  • Appliances Included: Cooktop, Dryer, Microwave, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 3
  • Levels: One
  • Spa Yn: No
  • Street Number Modifier: 4532
  • ResoLivingAreaSource: PublicRecords
  • Living Area Meters: 243.78
  • Room Count: 8

Exterior Features

  • Direction Faces: Southwest
  • Pool Features: Heated, In Ground
  • Exterior Features: Irrigation System
  • Roof: Tile
  • Pool Private: Yes
  • Waterfront: No
  • Road Surface Type: Paved
  • Water Access: Pond
  • Water Extras YN: 0
  • Water View YN: 0
  • Waterfront Feet Total: 0
  • Flood Zone Date: 2016-11-04
  • Flood Zone Panel: 12115C0170F

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes

Utilities

  • Utilities: Cable Connected, Electricity Connected, Water Connected
  • Cooling: Central Air
  • Heating: Central
  • Laundry Features: Inside
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Buyer Approval Required, Clubhouse, Deed Restrictions, Fitness Center, Gated Community - Guard, Gated Community - No Guard, Golf Carts OK, Irrigation-Reclaimed Water, Pool, Restaurant, Sidewalks, Tennis Courts
  • Association Fee: 100
  • Association Fee Frequency: Annually
  • Association Name: C&S Management, Alexia Gamunda
  • Phone: 941-758-9454
  • Association: Yes
  • Senior Community: No
  • Association #2 Fee: 9148
  • Association #2 Fee Frequency: Annually
  • Association: Yes / Heritage Oaks Golf & CC
  • Association 2 YN: 1
  • Association Approval Required YN: 1
  • Association Fee Requirement: Required
  • Association Email: agamundi@cscmsi.com
  • Pet Size: Medium (36-60 Lbs.)
  • Association URL: www.cscmsi.com

Fee Information

  • Total Annual Fees: 9948.00
  • Total Monthly Fees: 829.00
  • Other Fees Term: Annual
  • Monthly HOA Amount: 8.33

Schools

  • Elementary School: Lakeview Elementary
  • High School: Riverview High
  • Middle Or Junior School: Sarasota Middle

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0258020002
  • Additional Parcels: No
  • Flood Zone Code: X
  • Homestead YN: 1
  • Lot Size Square Meters: 1192

Green Features

  • Green Verification Count: 0

Rental Info

  • Pets Allowed: Dogs OK
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: Selling agent to confirm lease restrictions. Tents may not have pets.

Tax Info

  • Tax Annual Amount: 4961
  • Tax Book Number: 39-44
  • Tax Lot: 43

Multi Family

  • Approval Process: Selling agent to confirm approval process.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 9, 2024
Closed on
Sep 30, 2024
Sold by
Collis Richard B
Bought by
Carucci Wayne
Seller's Agent
Mark Quire
KELLER WILLIAMS ON THE WATER S
Buyer's Agent
Kristy Heitl
EXIT KING REALTY
List Price
$839,000
Sold Price
$750,000
Premium/Discount to List
-$89,000
-10.61%
Views
96

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
28.32%

Purchase Details

Closed on
Nov 12, 2014
Sold by
English Joyce Collis
Bought by
English Joyce Collis

Purchase Details

Listed on
Apr 16, 2013
Closed on
May 15, 2013
Sold by
Dunlap Donna Yvonne
Bought by
Collis Joyce A and Joyce A Collis Revocable Trust
Seller's Agent
R Glen Ridgeway
COLDWELL BANKER REALTY
Buyer's Agent
R Glen Ridgeway
COLDWELL BANKER REALTY
List Price
$450,000
Sold Price
$450,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.93%

Purchase Details

Closed on
Jun 14, 2004
Sold by
Barnhart David C and Barnhart Peggy
Bought by
Dunlap Donna Yvonne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Interest Rate
5.62%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Feb 14, 2001
Sold by
U S Home Corp
Bought by
Barnhart David C and Barnhart Peggy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$150,000
Interest Rate
7.12%
Source: Public Records

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Warranty Deed $750,000 None Listed On Document
Personal Reps Deed $750,000 None Listed On Document
Warranty Deed $750,000 None Listed On Document
Interfamily Deed Transfer -- Attorney
Warranty Deed $450,000 Attorney
Warranty Deed $475,000 First American Title Ins Co
Deed $373,200 --
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $380,000 Purchase Money Mortgage
Previous Owner $85,171 New Conventional
Previous Owner $150,000 No Value Available
Closed $65,000 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/17/2025 07/17/25 Price Changed $898,000 -5.4% $342 / Sq Ft
05/27/2025 05/27/25 Price Changed $949,000 -5.0% $362 / Sq Ft
05/07/2025 05/07/25 For Sale $998,500 +33.1% $381 / Sq Ft
09/30/2024 09/30/24 Sold $750,000 -10.6% $286 / Sq Ft
08/29/2024 08/29/24 Pending -- -- --
08/12/2024 08/12/24 For Sale $839,000 +11.9% $320 / Sq Ft
08/09/2024 08/09/24 Off Market $750,000 -- --
05/14/2024 05/14/24 For Sale $839,000 0.0% $320 / Sq Ft
04/27/2024 04/27/24 Pending -- -- --
02/23/2024 02/23/24 Price Changed $839,000 -6.7% $320 / Sq Ft
02/09/2024 02/09/24 For Sale $899,000 +99.8% $343 / Sq Ft
05/15/2013 05/15/13 Sold $450,000 0.0% $171 / Sq Ft
04/16/2013 04/16/13 Pending -- -- --
04/16/2013 04/16/13 For Sale $450,000 -- $171 / 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 $4,961 $655,900 $197,000 $458,900
2023 $4,961 $412,697 $0 $0
2022 $4,871 $400,677 $0 $0
2021 $4,799 $389,007 $0 $0
2020 $4,814 $383,636 $0 $0
2019 $4,655 $375,011 $0 $0
2018 $4,550 $368,019 $0 $0
2017 $4,537 $360,450 $0 $0
2016 $4,552 $384,300 $126,500 $257,800
2015 $4,633 $370,200 $115,700 $254,500
2014 $4,676 $332,800 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4599036

Stellar MLS

APN: 0258-02-0002