NOT LISTED FOR SALE

Estimated Value: $769,000 - $955,000

4 Beds
3 Baths
2,510 Sq Ft
$338/Sq Ft Est. Value

Last Sold April 20, 2018

Last sale price $492,000 $196 Per Sq Ft

Est. 72% increase in value since last sale

Current estimated payment $5,772/month

80 Days on Market

Highlights

  • 10 Feet of Waterfront
  • Golf Course Community
  • Heated Pool
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Home fronts a pond

About This Home

As of April 2018

New Roof installed 02/2018! Active lifestyles are encouraged at this gorgeous golf community that also features 4 Har-Tru lighted tennis courts, new fitness center, 5 heated pools, daily social events and 2 restaurants all at your private clubhouse. Residents love this community! Heritage Oaks is financially sound and just finished a $3million renovation of the golf course, pro shop and roads in 2017. All with no assessment and no CDD! This 'bundled' golf community sits on 50+ acres of woodlands and nature preserves. Golfers of all abilities can find a comfortable distance from which to play from one of six sets of tees. With full time golf and tennis pros and an activity director, you can be as active as you would like. Enjoy a 2 mile hiking trail around the perimeter as you take in the abundant wildlife and beautiful scenery. Heritage Oaks is resident owned and each member has an equal share.
This home boasts two sets of triple sliders in this York model. When both are opened, the circular flow allows inside/outside entertainment which is the epitome of the Florida lifestyle. With fresh paint, new SS appliances, granite counters and easy maintenance floors, the hard work is done! The 4th bedroom could easily be an in-law suite or office/den. The covered lanai is large enough for outdoor sitting, entertaining and eating. With a long view of the pond, the private pool backyard is a sunbather's dream.
Short drive to Siesta Key Beach, St. Armand's Circle and the arts district and downtown Sarasota.

Last Agent to Sell the Property

Lilo Pozzi

License #3324574 Listed on: 12/21/2017

Co-Listed By

Bailey Dempsey

KW COASTAL LIVING III License #3306079

Last Buyer's Agent

Lilo Pozzi

License #3324574 Listed on: 12/21/2017

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,871

Year Built

  • Built in 1997

Lot Details

  • 0.28 Acre Lot
  • Home fronts a pond
  • 10 Feet of Waterfront
  • South Facing Home
  • Mature Landscaping
  • Property is zoned RSF1

HOA Fees

  • $579 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Garage Door Opener
  • Guest Parking
  • Open Parking
  • Golf Cart Parking

Property Views

  • Pond
  • Pool

Home Design

  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,510 Sq Ft Home
  • Furnished
  • Crown Molding
  • Coffered Ceiling
  • Cathedral Ceiling
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Great Room
  • Formal Dining Room

Kitchen

  • Dishwasher
  • Solid Surface Countertops
  • Trash Compactor
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

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

Laundry

  • Laundry in unit
  • Dryer

Home Security

  • Hurricane or Storm Shutters
  • Storm Windows
  • Fire and Smoke Detector

Pool

  • Heated Pool
  • Auto Pool Cleaner

Outdoor Features

  • Access To Pond
  • Deck
  • Screened Patio
  • Rain Gutters
  • Porch

Schools

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

Utilities

  • Humidity Control
  • Central Heating and Cooling System
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include cable TV, community pool, ground maintenance, manager, private road, recreational facilities
  • $58 Other Monthly Fees
  • Heritage Oaks Golf & Country Club Subdivision, York Floorplan
  • Heritage Oaks Golf & Country Club Community
  • On-Site Maintenance
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, vehicle restrictions
  • Rental Restrictions

Recreation

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

Security

  • Security Service
  • Card or Code Access
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,871

Year Built

Built in 1997

Lot Details

0

HOA Fees

$579 per month

Parking

3

Listing Details

  • HOA Fee Includes: Cable TV, Community Pool, Maintenance Grounds, Manager, Private Road, Recreational Facilities
  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2510
  • Lot Size Acres: 0.28
  • New Construction: No
  • Year Built: 1997
  • Building Area Total: 3519
  • Lot Size Sq Ft: 12204
  • Directions to Property: East of I-75 -Take either Clark or Bee Ridge to Bee Ridge extension. Entrance thru Main Gate ONLY. Main Entrance is to the west of Bee Ridge Extension. Agent must show RE License to Guard. Drive towards Clubhouse- turn right into Chase Oaks.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4204979&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4204979&cview=true&show_results=true&customer_portal=true
  • Homestead Y N: No
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number Y N: No
  • Home Warranty Y N: No
  • Other Fees Amount: 700
  • Call Center Phone Number: 941-266-2602
  • Ratio: Close Price\List Price: 0.91963
  • Price per Sq Ft: 196.02
  • Close to Original List Price Ratio: 0.91963
  • Ratio: Current Price\Building Area Total: 139.81
  • View: Yes
  • Co List Office Mls Id: 281527443
  • Co List Office Phone: 941-900-4151
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2017
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 3
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fans(s), Coffered Ceiling(s), Crown Molding, Solid Surface Counters, Vaulted Ceiling(s), Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Trash Compactor
  • Foundation Details: Slab
  • Total Bedrooms: 4
  • Levels: One
  • Window Features: Blinds, Window Treatments, Storm Window(s)
  • Street Number Modifier: 4625
  • Room Count: 8
  • Additional Rooms: Formal Dining Room Separate, Great Room
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: South
  • Pool Features: Auto Cleaner, Heated
  • Exterior Features: Hurricane Shutters, Rain Gutters, Sliding Doors
  • Roof: Tile
  • Pool Private: Yes
  • View: Pool, Water
  • Water Body Name: Community Pond
  • Waterfront: Yes
  • Patio and Porch Features: Deck, Patio, Porch, Screened
  • Water View: Pond
  • Water Access: Pond
  • Water View Y N: Yes
  • Water Access Y N: Yes
  • Water Extras Y N: No
  • Flood Zone Panel: 12115C0170F
  • Waterfront Frontage: 10
  • Water Frontage Feet Pond: 10
  • Disclosures: HOA/PUD/Condo Disclosure, Other, Seller Property Disclosure

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener, Golf Cart Parking, Guest
  • Covered Parking Spaces: 3
  • Open Parking: Yes

Utilities

  • Utilities: Cable Available, Electricity Connected, Street Lights
  • Cooling: Central Air, Humidity Control
  • Heating: Central
  • Laundry Features: Inside
  • 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, Playground, Pool, Tennis Courts
  • Association Amenities: Fitness Center, Gated, Maintenance, Playground, Recreation Facilities, Security, Spa/Hot Tub, Tennis Court(s), Vehicle Restrictions
  • Association Fee: 6943
  • Association Fee Frequency: Annually
  • Association: Yes
  • Security: Gated Community, Key Card Entry, Smoke Detector(s)
  • Senior Community: No
  • Other Fees Term: Annual
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 7643
  • Monthly HOA Fee: 578.58
  • Total Monthly Fees: 636.92

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: X
  • Flood Zone Date: 2016-11-04
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Furnished: Furnished
  • Pets Allowed: Yes
  • Minimum Lease: 1 Month
  • Approval Process: Association approval required
  • Num Timesper Year: 12
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Tenants are not allowed to have pets

Tax Info

  • Tax Annual Amount: 4871
  • Tax Book Number: 39-7
  • Tax Lot: 12

Multi Family

  • Waterfront Features: Pond

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
$848,107

Purchase Details

Listed on
Dec 21, 2017
Closed on
Apr 18, 2018
Sold by
Marks Elaine and Marks Phillip
Bought by
Funaro Joseph L and Funaro Lina
Seller's Agent
Lilo Pozzi
Buyer's Agent
Lilo Pozzi
List Price
$535,000
Sold Price
$492,000
Premium/Discount to List
-$43,000
-8.04%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.61%
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
04/20/2018 04/20/18 Sold $492,000 -8.0% $196 / Sq Ft
03/12/2018 03/12/18 Pending -- -- --
12/21/2017 12/21/17 For Sale $535,000 -- $213 / 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: A4204979

Stellar MLS

APN: 0258-10-0011