NOT LISTED FOR SALE

5150 Shell Mound Cir Punta Gorda, FL 33982

Estimated Value: $248,000 - $310,000

3 Beds
2.5 Baths
2,060 Sq Ft
$141/Sq Ft Est. Value

Last Sold December 14, 2018

Last sale price $180,400 $88 Per Sq Ft

Est. 62% increase in value since last sale

Current estimated payment $1,814/month

202 Days on Market

Highlights

  • 80 Feet of Waterfront
  • Gated Community
  • Open Floorplan
  • Heated In Ground Pool
  • Lake View
  • Attic

About This Home

As of December 2018

Beautiful 3/2.5/2 Townhome in gated Calusa Creek with winding roads,underground utilities, sidewalks throughout, heated community pool with cabana house & a playground.This end unit model was built in 2007 with 2060 feet under a/c & has lots of natural light and extra windows in the great room & bedrooms.Outside you are on a corner lot with manicured landscaping making it very private.There is diaganolly laid ceramic tile in the high traffic areas,volume ceilings,mediterranean style arches & tall sliders out to the private,pavered lanai overlooking the lake with a short distance to the pool & playground.The Kitchen opens up to the great room & has 42" wood cabinets,a tall breakfast bar w/corian countertops & a pantry.There is also a 1/2 bath downstairs for convenience.Upstairs you will find a large family room with a built-in desk/media center with internet connections.There is a big private master suite with a large california closet & the master bath has 2 tall vanities,garden tub,walk in shower & a separate commode room.Down the hall are the guest bedrooms that have big windows & walk in closets.The guest bath has a tall vanity & a tub/shower.Upstairs laundry room is big & has lots of room for storage.Garage door is hurricane strength & there are hurricane shutters for inclement weather.New A/C system has just been installed & the 10 year warranty will be put in the new buyer's name.Enjoy the feeling of living in the country but being close to downtown Punta Gorda!Low Townhome monthly fee $73 & HOA $67

Last Agent to Sell the Property

Marilyn Purcell

COLDWELL BANKER REALTY License #662836 Listed on: 05/01/2018

COLDWELL BANKER REALTY

Last Buyer's Agent

Matthew Patterson

KW PEACE RIVER PARTNERS License #3225618

KW PEACE RIVER PARTNERS

Townhouse Details

Home Type

  • Townhome

Est. Annual Taxes

  • $2,436

Year Built

  • Built in 2007

Lot Details

  • 2,825 Sq Ft Lot
  • 80 Feet of Waterfront
  • Lake Front
  • End Unit
  • West Facing Home
  • Mature Landscaping
  • Irrigation
  • Landscaped with Trees

HOA Fees

  • $67 Monthly HOA Fees

Parking

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

Home Design

  • Slab Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,060 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Built-In Features
  • High Ceiling
  • Ceiling Fan
  • Blinds
  • Drapes & Rods
  • Sliding Doors
  • Great Room
  • Family Room
  • Inside Utility
  • Lake Views
  • Attic

Kitchen

  • Range
  • Dishwasher
  • Solid Surface Countertops
  • Trash Compactor
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Walk-In Closet

Laundry

  • Laundry Room
  • Laundry on upper level

Home Security

  • Security Gate
  • In Wall Pest System

Pool

  • Heated In Ground Pool
  • Gunite Pool
  • Pool has a Solar Cover

Outdoor Features

  • Enclosed Patio or Porch
  • Exterior Lighting
  • Rain Gutters

Utilities

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

Listing and Financial Details

Community Details

Overview

  • Association fees include community pool, escrow reserves fund, maintenance structure, ground maintenance, manager, private road, recreational facilities, security
  • Kim Hurtner Association
  • Calusa Creek Community
  • Calusa Creek Ph 01 Subdivision
  • The community has rules related to deed restrictions
  • Rental Restrictions

Recreation

  • Community Playground
  • Community Pool

Pet Policy

  • Pets up to 100 lbs
  • 2 Pets Allowed

Security

  • Security Service
  • Gated Community
  • Hurricane or Storm Shutters
  • Fire and Smoke Detector

Townhouse Details

Home Type

Townhome

Est. Annual Taxes

$2,436

Year Built

Built in 2007

Lot Details

0

HOA Fees

$67 per month

Parking

2

Listing Details

  • HOA Fee Includes: Community Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Manager, Private Road, Recreational Facilities, Security
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Townhouse
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2060
  • Lot Size Acres: 0.06
  • New Construction: No
  • Year Built: 2007
  • Building Area Total: 2648
  • Lot Size Sq Ft: 2825
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=C7400714&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=C7400714&cview=true&show_results=true&customer_portal=true
  • Homestead Y N: No
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Home Warranty Y N: No
  • Property Description: End Unit
  • Ratio: Close Price\List Price: 0.95198
  • Price per Sq Ft: 87.57
  • Close to Original List Price Ratio: 0.90426
  • Ratio: Current Price\Building Area Total: 68.13
  • View: No
  • Ownership: Condominium
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2017
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Interior Amenities: Built in Features, Ceiling Fans(s), High Ceiling(s), In Wall Pest System, Open Floorplan, Solid Surface Counters, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Electric Water Heater, Range, Refrigerator, Trash Compactor
  • Foundation Details: Slab
  • Total Bedrooms: 3
  • Levels: Two
  • Spa Yn: No
  • Stories: 2
  • Window Features: Blinds, Drapes, Window Treatments
  • Room Count: 12
  • Additional Rooms: Attic, Family Room, Great Room, Inside Utility
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: West
  • Pool Features: Gunite, Heated, In Ground, Solar Cover
  • Exterior Features: Hurricane Shutters, Irrigation System, Lighting, Rain Gutters, Sidewalk, Sliding Doors
  • Roof: Tile
  • Pool Private: No
  • Waterfront: Yes
  • Patio and Porch Features: Covered, Enclosed
  • 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: 12015C0253F
  • Waterfront Frontage: 80
  • Water Frontage Feet Lake: 80
  • Disclosures: Condominium Disclosure Available

Garage/Parking

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

Utilities

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

Condo/Co-op/Association

  • Community Features: Deed Restrictions, Gated Community, Playground, Pool, Sidewalk
  • Association Amenities: Gated, Playground, Pool, Security
  • Association Fee: 67
  • Association Fee Frequency: Monthly
  • Association Name: Kim Hurtner
  • Phone: Hayden & Assoc
  • Association: Yes
  • Security: Gated Community, Security Gate, Smoke Detector(s)
  • Senior Community: No
  • Condo Fees: 73
  • Condo Fees Term: Monthly
  • Monthly Condo Fee Amount: 73
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 1680
  • Monthly HOA Fee: 67
  • Total Monthly Fees: 140

Lot Info

  • Zoning: RMF12
  • Parcel Number: 402334432001
  • Additional Parcels: No
  • Lot Features: Corner Lot, In County, Sidewalk
  • Flood Zone Code: X
  • Flood Zone Date: 2003-05-05
  • Zoning Compatible Y N: Yes
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Pet Size: Large (61-100 Lbs.)
  • Max Pet Weight: 100
  • Minimum Lease: 7 Months
  • Approval Process: association approval and application
  • Num Timesper Year: 2
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: owner may lease 2 times a year for no less than 7 months

Tax Info

  • Tax Annual Amount: 2436
  • Tax Book Number: 20-16A
  • Tax Lot: 247

Multi Family

  • Waterfront Features: Lake

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 1, 2018
Closed on
Dec 14, 2018
Sold by
Roettger Keith O
Bought by
Booth William G and Frairy Janice M
Seller's Agent
Marilyn Purcell
COLDWELL BANKER REALTY
Buyer's Agent
Matthew Patterson
KW PEACE RIVER PARTNERS
List Price
$199,500
Sold Price
$180,400
Premium/Discount to List
-$19,100
-9.57%
Current Estimated Value
$291,356

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$110,956
Avg. Annual Appreciation
7.01%

Purchase Details

Closed on
Apr 30, 2015
Sold by
Shirley O Carroll Bernard and Carroll Shirley O
Bought by
Roettger Keith O

Purchase Details

Closed on
Jun 29, 2012
Sold by
Ocarroll Bernard and Ocarroll Shirley
Bought by
Ocarroll Bernard and Ocarroll Shirley

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$123,600
Interest Rate
3.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 15, 2011
Sold by
Ocarroll Bernard and Ocarroll Shirley
Bought by
Ocarroll Bernard and Ocarroll Shirley

Purchase Details

Closed on
Mar 14, 2008
Sold by
Beazer Homes Corp
Bought by
Ocarroll Bernard and Ocarroll Shirley

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$126,000
Interest Rate
5.68%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
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Adjusted for Inflation
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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
Booth William G $180,400 First Intl Title Inc
Roettger Keith O $165,000 Burnt Store Title & Escrow L
Ocarroll Bernard -- Nations Title Agency Inc
Ocarroll Bernard -- None Available
Ocarroll Bernard $140,000 Landamerica Lawyers Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Ocarroll Bernard $123,600
Previous Owner Ocarroll Bernard $126,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
12/14/2018 12/14/18 Sold $180,400 -4.8% $88 / Sq Ft
11/18/2018 11/18/18 Pending -- -- --
07/13/2018 07/13/18 Price Changed $189,500 -5.0% $92 / Sq Ft
04/30/2018 04/30/18 For Sale $199,500 -- $97 / 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
2025 $2,678 $183,009 -- --
2023 $2,274 $149,552 $0 $0
2022 $2,532 $167,642 $0 $0
2021 $2,525 $162,759 $14,450 $148,309
2020 $2,508 $162,705 $12,750 $149,955
2019 $2,793 $181,691 $12,750 $168,941
2018 $2,755 $164,124 $4,897 $159,227
2017 $2,427 $127,820 $4,897 $122,923
2016 $2,412 $124,632 $0 $0
2015 $788 $57,941 $0 $0
2014 $768 $57,481 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7400714

Stellar MLS

APN: 402334432001