NOT LISTED FOR SALE

Estimated Value: $416,548 - $438,000

2 Beds
2 Baths
1,572 Sq Ft
$273/Sq Ft Est. Value

Last Sold August 31, 2022

Last sale price $440,000 $280 Per Sq Ft

Est. 3% decrease in value since last sale

Current estimated payment $3,639/month

36 Days on Market

Highlights

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

About This Home

As of August 2022

Welcome to Heritage Oaks Golf & Country Club! This Villa club home with views of water and the 11th hole of the golf course. The location of this Villa which is situated at the end of the street and is located in very close to the Blue Ash Community Pool and a large, open green space. With 2 bedrooms, 2 full bathrooms, and a den/study this open floor plan provides plenty of space for entertaining. An attached two car garage gives owners plenty of additional storage for their cars, beach equipment, or even a golf cart. The kitchen has granite countertops. The split bedroom layout provides guests with their own bedroom and bathroom spaces. Water views from the large windows in the main bedroom also with sliding glass doors to the extended lanai. Heritage Oaks has pristine 18-hole golf course, har-tru tennis courts, fitness center, 24-hour security, an impressive clubhouse with 2 restaurants including the sensational 19th Hole Lounge, 5 heated swimming pools. #JustAnotherDayInParadise

Last Agent to Sell the Property

Edward Bieker

DALTON WADE INC License #3393331 Listed on: 06/30/2022

DALTON WADE INC

Co-Listed By

Eddie Bieker, Jr

DALTON WADE INC License #3503952

Last Buyer's Agent

Amber Watson

MICHAEL SAUNDERS & COMPANY License #3472511

MICHAEL SAUNDERS & COMPANY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,579

Year Built

  • Built in 1998

Lot Details

  • 4,699 Sq Ft Lot
  • Property fronts a private road
  • Northwest Facing Home
  • Level Lot
  • Property is zoned RSF1

HOA Fees

Parking

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

Home Design

  • Villa
  • Slab Foundation
  • Shingle Roof
  • Concrete Siding
  • Stucco

Interior Spaces

  • 1,572 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Crown Molding
  • Ceiling Fan
  • Window Treatments
  • Sliding Doors
  • Pond Views

Kitchen

  • Eat-In Kitchen
  • Range
  • Microwave
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Carpet
  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry closet
  • Dryer
  • Washer

Utilities

  • Humidity Control
  • Central Heating and Cooling System
  • Thermostat
  • Underground Utilities
  • Electric Water Heater
  • Phone Available
  • Cable TV Available

Additional Features

  • Reclaimed Water Irrigation System
  • Rain Gutters
  • Property is near a golf course

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-hour guard, cable TV, community pool, escrow reserves fund, maintenance structure, ground maintenance, maintenance repairs, manager, pest control, pool maintenance, private road, recreational facilities, security
  • $233 Other Monthly Fees
  • Argus Mgmt/Rebekah Association, Phone Number (941) 927-6464
  • Visit Association Website
  • Heritage Oaks Golf And Country Club Association
  • Heritage Oaks Golf & Country Club Community
  • Heritage Oaks Golf & Country Club Subdivision
  • The community has rules related to deed restrictions, allowable golf cart usage in the community, no truck, recreational vehicles, or motorcycle parking
  • Rental Restrictions

Recreation

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

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,579

Year Built

Built in 1998

Lot Details

0

HOA Fees

$968 per month

Parking

2

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Cable TV, Community Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Maintenance Repairs, Manager, Pest Control, Pool Maintenance, Private Road, Recreational Facilities, Security
  • Property Type: Residential
  • Property Sub Type: Villa
  • Construction Materials: Concrete, Stucco
  • Fireplace: No
  • Living Area: 1572
  • Lot Size Acres: 0.11
  • New Construction: No
  • Year Built: 1998
  • Building Area Total: 2114
  • Lot Size Sq Ft: 4699
  • Directions to Property: Bee Ridge Rd or Clark Rd to Lorraine Rd to Heritage Oaks entry. Turn left on Chase Oaks Dr. At first stop sign, turn left and follow road. Property will be on left.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4540615?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4540615?w=Customer
  • Homestead Y N: No
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Other Fees Amount: 700
  • Ratio: Close Price\List Price: 0.97778
  • Price per Sq Ft: 279.9
  • Close to Original List Price Ratio: 0.97778
  • Ratio: Current Price\Building Area Total: 208.14
  • View: Yes
  • Co List Office Mls Id: 260031661
  • Co List Office Phone: 888-668-8283
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2021
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Laminate, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Crown Molding, Eating Space In Kitchen, Open Floorplan, Solid Surface Counters, Split Bedroom, Thermostat, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Stories: 1
  • Window Features: Window Treatments
  • Street Number Modifier: 5045
  • Room Count: 7
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: Northwest
  • Exterior Features: Irrigation System, Rain Gutters, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • Road Frontage Type: Private Road
  • View: Water
  • Waterfront: No
  • Road Surface Type: Paved
  • Water View: Pond
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No

Garage/Parking

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

Utilities

  • Utilities: Cable Connected, Electricity Connected, Phone Available, Public, Sewer Connected, Sprinkler Recycled, Street Lights, Underground Utilities, Water Connected
  • Cooling: Central Air, Humidity Control
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Closet
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Buyer Approval Required, Deed Restrictions, Fishing, Fitness, Gated Community, Golf Carts OK, Golf, Irrigation-Reclaimed Water, No Truck/RV/Motorcycle Parking, Pool, Sidewalk, Tennis Courts
  • Association Amenities: Clubhouse, Fitness Center, Gated, Pool, Tennis Court(s)
  • Association Fee: 765
  • Association Fee Frequency: Quarterly
  • Association Name: ARGUS MGMT/REBEKAH
  • Phone: 941-927-6464
  • Association: Yes
  • Senior Community: No
  • Other Fees Term: Annual
  • Association Website: argusmgmt.com
  • Association Email: rebekah@argusmgmt.com
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes
  • Association #2 Fee: 4275
  • Association #2 Fee Frequency: Semi-Annually
  • Association: HERITAGE OAKS GOLF AND COUNTRY CLUB

Fee Information

  • Total Annual Fees: 3760
  • Monthly HOA Fee: 255
  • Total Monthly Fees: 313.33

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0267070017
  • Additional Parcels: No
  • Lot Features: Level, Near Golf Course, Sidewalk
  • Flood Zone Code: X
  • ResoLotSizeUnits: SquareFeet

Green Features

  • Green Water Conservation: Irrigation-Reclaimed Water

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Breed Restrictions, Number Limit, Size Limit, Yes
  • Pet Size: Small (16-35 Lbs.)
  • Minimum Lease: 1 Month
  • Approval Process: CONTACT HOA
  • Pet Restrictions: CONTACT HOA FOR RULES
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: CONTACT HOA FOR RULES

Tax Info

  • Tax Annual Amount: 2579.46
  • Tax Block: 8
  • Tax Book Number: 39-7
  • Tax Lot: 803

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 30, 2022
Closed on
Aug 31, 2022
Sold by
Roberts John F and Roberts Reinaldina
Bought by
Ackley Lloyd E and Ackley Edith E
Seller's Agent
Edward Bieker
DALTON WADE INC
Buyer's Agent
Amber Watson
MICHAEL SAUNDERS & COMPANY
List Price
$450,000
Sold Price
$440,000
Premium/Discount to List
-$10,000
-2.22%
Views
2
Current Estimated Value
$428,443

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$11,557
Avg. Annual Appreciation
-0.67%

Purchase Details

Listed on
Mar 16, 2022
Closed on
Mar 31, 2022
Sold by
Coburn Terrence G and Coburn Judith J
Bought by
Roberts John F and Roberts Reinaldina
Seller's Agent
Doug Figgins
ROSEBAY INTERNATIONAL REALTY, INC
Buyer's Agent
Edward Bieker
DALTON WADE INC
List Price
$409,900
Sold Price
$430,000
Premium/Discount to List
$20,100
4.9%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.63%

Purchase Details

Closed on
Mar 31, 1998
Sold by
U S Home Corp
Bought by
Coburn Terrence G and Coburn Judith J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$119,100
Interest Rate
7.06%
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
Ackley Lloyd E $4,400 Msc Title
Roberts John F $430,000 Roknich Law Firm Pa
Coburn Terrence G $149,400 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Coburn Terrence G $106,923
Previous Owner Coburn Terrence G $116,500
Previous Owner Coburn Terrence G $119,100
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/31/2022 08/31/22 Sold $440,000 -2.2% $280 / Sq Ft
08/06/2022 08/06/22 Pending -- -- --
07/29/2022 07/29/22 For Sale $450,000 0.0% $286 / Sq Ft
07/06/2022 07/06/22 Off Market $450,000 -- --
06/30/2022 06/30/22 For Sale $450,000 +4.7% $286 / Sq Ft
03/31/2022 03/31/22 Sold $430,000 +4.9% $275 / Sq Ft
03/17/2022 03/17/22 Pending -- -- --
03/16/2022 03/16/22 For Sale $409,900 -- $262 / 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 $3,904 $339,179 -- --
2023 $3,904 $329,300 $97,900 $231,400
2022 $3,420 $296,900 $83,800 $213,100
2021 $2,579 $177,100 $52,800 $124,300
2020 $2,558 $172,900 $51,800 $121,100
2019 $2,438 $166,600 $56,400 $110,200
2018 $0 $178,700 $57,600 $121,100
2017 $2,636 $181,100 $65,800 $115,300
2016 $2,722 $186,300 $78,400 $107,900
2015 $2,655 $174,300 $71,700 $102,600
2014 $2,632 $153,700 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4540615

Stellar MLS

APN: 0267-07-0017