NOT LISTED FOR SALE

Estimated Value: $794,000 - $978,000

4 Beds
3 Baths
2,510 Sq Ft
$346/Sq Ft Est. Value

Last Sold April 29, 2022

Last sale price $870,000 $347 Per Sq Ft

Current estimated payment $6,084/month

15 Days on Market

Highlights

  • Golf Course Community
  • Fitness Center
  • Gated Community
  • Lakeview Elementary School Rated A
  • Screened Pool
  • Pond View

About This Home

As of April 2022

Pristine and move in ready. You won't believe the up-grades already completed in this home. This lovely York floorplan offers 2500 square feet of living space. Paver driveway leads you into the foyer, living room and dining room. Step inside and you've got a fabulous view of the large lake behind the house. The Lanai offers a private heated pool and a bar set up for outdoor entertaining. Hurricane shutters protect the rear of the house. This home offers four bedrooms and three full baths - third bath has access from the pool. Beautiful, all natural porcelain tile floors throughout the house. Coffered ceiling in the living room adds a touch of class to this home. Vaulted ceiling in the family room adds a spacious feeling. Buyers will appreciate the high end appliances including the washer and dryer. Home is being offered Turnkey Furnished (optional) with a few decorative exclusions. Close to all amenities including; clubhouse, fitness center, Har-Tru surface tennis courts with a very active tennis group who play Interclub regularly. Heritage offers an 18 hole Azinger-Lewis championship golf course. Enjoy outdoor dining at the Tee side Patio or meet with friends at the club's 19th hole. Dining at the club features nightly specials, Thursday is Prime Rib night, very popular with the members. Heritage Oaks is locate within half an hour of downtown, Siesta Key, Venice, Ringling Bridge over to Lido Key, Long Boat Key and up to Anna Maria Island. Sarasota is considered the Arts Capital of Florida: offering the Florida Studio Theater, Asolo Theater, Ven Wezel Center for the Performing Arts, Sarasota Opera and the Ringling Museum. Join the active Sarasota and Heritage Oaks lifestyle.

Last Agent to Sell the Property

R Glen Ridgeway

COLDWELL BANKER REALTY License #3056304 Listed on: 03/02/2022

COLDWELL BANKER REALTY

Co-Listed By

Lillian Ridgeway

COLDWELL BANKER REALTY License #0654567

Last Buyer's Agent

Tracy Anderson

PREFERRED SHORE LLC License #3487145

PREFERRED SHORE LLC

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,833

Year Built

  • Built in 1997

Lot Details

  • 0.28 Acre Lot
  • Property fronts a private road
  • South Facing Home
  • Mature Landscaping
  • Landscaped with Trees
  • Property is zoned RSF1

HOA Fees

  • $713 Monthly HOA Fees

Parking

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

Home Design

  • Planned Development
  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,510 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Built-In Features
  • Bar Fridge
  • Coffered Ceiling
  • Cathedral Ceiling
  • Ceiling Fan
  • Shutters
  • Blinds
  • Family Room Off Kitchen
  • Formal Dining Room
  • Inside Utility
  • Pond Views

Kitchen

  • Eat-In Kitchen
  • Convection Oven
  • Cooktop
  • Recirculated Exhaust Fan
  • Microwave
  • Dishwasher
  • Stone Countertops
  • Solid Wood Cabinet
  • Disposal

Flooring

  • Wood
  • Ceramic Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Walk-In Closet
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Hurricane or Storm Shutters
  • Fire and Smoke Detector

Accessible Home Design

  • Visitor Bathroom
  • Accessible Bedroom
  • Accessible Common Area
  • Accessible Hallway
  • Accessible Closets
  • Wheelchair Access
  • Accessible Doors
  • Accessible Approach with Ramp
  • Accessible Entrance

Eco-Friendly Details

  • Reclaimed Water Irrigation System

Pool

  • Screened Pool
  • Heated In Ground Pool
  • Fence Around Pool
  • Auto Pool Cleaner
  • Pool Lighting

Outdoor Features

  • Deck
  • Enclosed Patio or Porch
  • Exterior Lighting

Schools

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

Utilities

  • Central Heating and Cooling System
  • Heat Pump System
  • Underground Utilities
  • Water Filtration System
  • Electric Water Heater
  • Fiber Optics Available
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-hour guard, cable TV, common area taxes, community pool, escrow reserves fund, fidelity bond, maintenance structure, ground maintenance, maintenance repairs, manager, pest control, private road, recreational facilities, security
  • $117 Other Monthly Fees
  • David Somers Association, Phone Number (941) 926-7602
  • Visit Association Website
  • Heritage Oaks Golf & Country Club Community
  • Heritage Oaks Golf & Country Club Subdivision
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, fencing, allowable golf cart usage in the community, vehicle restrictions
  • Rental Restrictions
  • Community features wheelchair access

Amenities

  • Clubhouse

Recreation

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

Security

  • Security Service
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,833

Year Built

Built in 1997

Lot Details

0

HOA Fees

$713 per month

Parking

3

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Cable TV, Common Area Taxes, Community Pool, Escrow Reserves Fund, Fidelity Bond, Maintenance Structure, Maintenance Grounds, Maintenance Repairs, Manager, Pest Control, Private Road, Recreational Facilities, Security
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Single Family Residence
  • Architectural Style: Ranch
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2510
  • Lot Size Acres: 0.28
  • New Construction: No
  • Year Built: 1997
  • Accessibility Features: Accessible Approach with Ramp, Accessible Bedroom, Accessible Central Living Area, Accessible Closets, Accessible Common Area, Accessible Doors, Accessible Entrance, Visitor Bathroom, Accessible Hallway(s)
  • Building Area Total: 3519
  • Lot Size Sq Ft: 12204
  • Directions to Property: East of I-75 via Bee Ridge Road or Clark Road to Lorraine Rd. Turn as appropriate to the Heritage Oaks main gate on the west side of Lorraine. Show RE license. Proceed to Chase Oaks Dr., turn right and follow around to property on the right.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4526898?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4526898?w=Customer
  • Homestead Y N: Yes
  • Number Of Pets: 2
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number Y N: No
  • Subdivision Num: 2675
  • Other Fees Amount: 700
  • Call Center Phone Number: 800-746-9464
  • Planned Unit Development Y N: Yes
  • Ratio: Close Price\List Price: 0.97808
  • Price per Sq Ft: 346.61
  • Close to Original List Price Ratio: 0.97808
  • Ratio: Current Price\Building Area Total: 247.23
  • View: Yes
  • Co List Office Mls Id: 281502055
  • Co List Office Phone: 941-388-3966
  • Ownership: Fee Simple
  • Tax Year: 2021
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Ceramic Tile, Hardwood
  • Full Bathrooms: 3
  • Interior Amenities: Built in Features, Cathedral Ceiling(s), Ceiling Fans(s), Coffered Ceiling(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, Stone Counters, Walk-In Closet(s), Window Treatments
  • Appliances Included: Bar Fridge, Convection Oven, Cooktop, Dishwasher, Disposal, Dryer, Electric Water Heater, Exhaust Fan, Microwave, Range, Refrigerator, Washer, Water Filtration System
  • Foundation Details: Slab
  • Total Bedrooms: 4
  • Levels: One
  • Spa Yn: No
  • Stories: 1
  • Window Features: Blinds, Shutters
  • Street Number Modifier: 4625
  • Room Count: 8
  • Additional Rooms: Family Room, Formal Dining Room Separate, Formal Living Room Separate, Inside Utility

Exterior Features

  • Direction Faces: South
  • Pool Features: Auto Cleaner, Heated, In Ground, Lighting, Screen Enclosure
  • Exterior Features: Hurricane Shutters, Irrigation System, Lighting
  • Roof: Tile
  • Pool Private: Yes
  • Road Frontage Type: Private Road
  • View: Water
  • Waterfront: No
  • Patio and Porch Features: Covered, Deck, Enclosed, Screened
  • Road Surface Type: Paved, Asphalt
  • Water View: Pond
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No
  • Disclosures: Seller Property Disclosure

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 3
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener
  • Covered Parking Spaces: 3
  • Open Parking: Yes

Utilities

  • Utilities: Cable Connected, Electricity Connected, Fiber Optics, Sewer Connected, Sprinkler Recycled, Street Lights, Underground Utilities, Water Connected
  • Cooling: Central Air
  • Heating: Central, Electric, Heat Pump
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Canal/Lake For Irrigation, 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, Irrigation-Reclaimed Water, Pool, Sidewalk, Tennis Courts, Wheelchair Access
  • Association Amenities: Cable TV, Clubhouse, Fence Restrictions, Fitness Center, Gated, Golf Course, Pool, Recreation Facilities, Security, Spa/Hot Tub, Tennis Court(s), Vehicle Restrictions, Wheelchair Access
  • Association Fee: 4275
  • Association Fee Frequency: Semi-Annually
  • Association Name: David Somers
  • Phone: 941-926-7602
  • Association: Yes
  • Security: Gated Community, Smoke Detector(s)
  • Senior Community: No
  • Other Fees Term: Annual
  • Association Website: www.HeritageOaksGCC.com
  • Association Email: generalmanager@HeritageOaksGCC.com
  • Condo Land Included Y N: No
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 9250
  • Monthly HOA Fee: 712.5
  • Total Monthly Fees: 770.83

Schools

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

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0258100011
  • Additional Parcels: No
  • Flood Zone Code: 0

Rental Info

  • Furnished: Negotiable
  • Pets Allowed: Size Limit
  • Pet Size: Medium (36-60 Lbs.)
  • Max Pet Weight: 60
  • Minimum Lease: 1 Month
  • Approval Process: Application to C&S Community Services Management
  • Num Timesper Year: 12
  • Pet Restrictions: Tenants no pets
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: No trucks or RV'S parked in common areas.

Tax Info

  • Tax Annual Amount: 4833.38
  • Tax Book Number: 39-7
  • Tax Lot: 12

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jan 9, 2024
Sold by
Goldmeier Allen M and Goldmeier Cheryl A
Bought by
Allen M Goldmeier And Cheryl A Goldmeier Revo
Current Estimated Value
$868,760

Purchase Details

Closed on
Apr 18, 2018
Sold by
Marks Elaine and Marks Phillip
Bought by
Funaro Joseph L and Funaro Lina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$393,600
Interest Rate
4.44%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 9, 2003
Sold by
Harris Warren K and Harris Martha J
Bought by
Marks Philip and Marks Elaine

Purchase Details

Closed on
Dec 1, 1999
Sold by
Miller Ronny L and Miller Kathryn C
Bought by
Harris Warren K and Harris Martha J

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
7.94%

Purchase Details

Closed on
Nov 25, 1997
Sold by
U S Home Corp
Bought by
Miller Ronny L and Miller Kathryn C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$219,100
Interest Rate
7.38%
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
Allen M Goldmeier And Cheryl A Goldmeier Revo $100 None Listed On Document
Funaro Joseph L $492,000 Attorney
Marks Philip $412,500 --
Harris Warren K $307,000 --
Miller Ronny L $273,900 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Funaro Joseph L $390,000
Previous Owner Funaro Joseph L $393,600
Previous Owner Harris Warren K $50,000
Previous Owner Harris Warren K $75,000
Previous Owner Miller Ronny L $219,100
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/29/2022 04/29/22 Sold $870,000 -2.2% $347 / Sq Ft
03/18/2022 03/18/22 Pending -- -- --
03/02/2022 03/02/22 For Sale $889,500 -- $354 / 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 $8,087 $688,900 $184,500 $504,400
2023 $8,087 $678,200 $174,100 $504,100
2022 $4,952 $403,550 $0 $0
2021 $4,833 $391,796 $0 $0
2020 $4,849 $386,387 $0 $0
2019 $4,689 $377,700 $114,000 $263,700
2018 $4,968 $365,600 $98,300 $267,300
2017 $4,871 $351,500 $103,300 $248,200
2016 $5,216 $369,900 $131,900 $238,000
2015 $5,114 $352,500 $120,700 $231,800
2014 $4,888 $318,100 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4526898

Stellar MLS

APN: 0258-10-0011