NOT LISTED FOR SALE

Estimated Value: $269,000 - $300,000

2 Beds
2 Baths
1,311 Sq Ft
$1,162/mo HOA Fee

Last Sold January 24, 2024

Last sale price $316,000 $241 Per Sq Ft

Est. 11% decrease in value since last sale

Current estimated payment $2,947/month

96 Days on Market

Highlights

  • Golf Course Community
  • Fitness Center
  • Golf Course View
  • Lakeview Elementary School Rated A
  • Gated Community
  • 4.41 Acre Lot

About This Home

As of January 2024

Welcome to your own slice of paradise and resort style living within the beautiful gated community of Heritage Oaks Golf & Country Club. This unique and rare first floor “Carlton” floor plan is offered fully furnished and “turn key” ready for its next residents. Upon entry through the front screened lanai, you are greeted by an updated kitchen featuring modern cabinetry, quartz countertops, stainless steel appliances, and ample storage for all your entertainment supplies. The owner’s en suite overlooks the 13th hole on the golf course and includes a full bath with updated cabinetry, granite countertops as well as two walk-in closets. Neutral tiled floors flow throughout the entire home creating an open continuous feel within the unit. The dining and living rooms are illuminated by the sliding glass doors that bring sweeping views of the natural surroundings. Enjoy morning coffee and beautiful sunrises on the tiled and screened back lanai. The guest bedroom room offers guests a private hallway with access to a separate bath featuring updated cabinetry and granite countertops. A dedicated laundry room houses the washer and dryer which remain with the unit. Membership at Heritage Oaks offers extensive amenities with planned events year round, access to five heated pools, four lighted Har-Tru tennis courts, a full 18 hole golf course and a club house with restaurant and fitness center. Residents have access to fitness classes/instructors as well as a Golf Pro-Shop with experts ready to improve your golf game. Heritage Oaks is a bundled community offering its residents a sanctuary from the hustle and bustle of life. Come check out this hidden gem today!

Last Agent to Sell the Property

Lynn Wright

STERLING GROUP REALTY License #3518881 Listed on: 10/05/2023

Last Buyer's Agent

Lynn Wright

STERLING GROUP REALTY License #3518881 Listed on: 10/05/2023

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $2,524

Year Built

  • Built in 1997

Lot Details

  • 4.41

HOA Fees

Parking

  • 1 Car Garage

Property Views

  • Golf Course
  • Woods

Home Design

  • Turnkey
  • Slab Foundation
  • Shingle Roof
  • Concrete Siding
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,311 Sq Ft Home
  • 2-Story Property
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Combination Dining and Living Room
  • Ceramic Tile Flooring
  • Security Gate

Kitchen

  • Range
  • Microwave
  • Dishwasher
  • Stone Countertops
  • Solid Wood Cabinet
  • Disposal

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Outdoor Features

  • Screened Patio
  • Exterior Lighting
  • Front Porch

Schools

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

Utilities

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

Additional Features

  • Reclaimed Water Irrigation System
  • West Facing Home

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-Hour Guard, cable TV, common area taxes, pool, escrow reserves fund, maintenance structure, ground maintenance, management, pest control, private road, recreational facilities, security, sewer, trash, water
  • Real Manage Association, Phone Number (866) 473-2573
  • Visit Association Website
  • Heritage Oaks Golf & Country Club Association, Phone Number (941) 926-7602
  • 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, no truck, recreational vehicles, or motorcycle parking

Amenities

  • Restaurant
  • Clubhouse

Recreation

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

Pet Policy

  • Pet Size Limit
  • 2 Pets Allowed
  • Medium pets allowed

Security

  • Security Guard
  • Gated Community
  • Fire and Smoke Detector
  • Fire Sprinkler System

Property Details

Home Type

Condominium

Est. Annual Taxes

$2,524

Year Built

Built in 1997

Lot Details

0

HOA Fees

$1,162 per month

Parking

1

Listing Details

  • HOA Fee Includes: Guard - 24 Hour, Cable TV, Common Area Taxes, Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Management, Pest Control, Private Road, Recreational Facilities, Security, Sewer, Trash, Water
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Condominium
  • Construction Materials: Block, Concrete, Stucco
  • Fireplace: No
  • Living Area: 1311
  • Lot Size Acres: 4.41
  • New Construction: No
  • Year Built: 1997
  • Building Area Total: 1525
  • Lot Size Sq Ft: 192260
  • Directions to Property: Heritage Oaks is located off Lorraine Road which can be accessed via Bee Ridge or Clark Road. Gated community with a 24 hour guard on duty. Show realtor license to gain access to property. Continue past guardhouse and take first left onto Mahogany Run Avenue. Follow road to 5221 Mahogany unit 213 on the right side of road. BE ADVISED that GPS may navigate to back entrance off of COASH Road- only owners/residents can access community through this unmonitored gate. Enter property off of Heritage Oaks Blvd/Lorraine Road.
  • Status: Sold
  • Ownership: Condominium
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow State: FL
  • Floor Number: 1
  • List Office Head Office Key Nume: 703485096
  • Minimum Lease: 1 Month
  • Number Of Pets: 2
  • RATIO Current Price By Calculate: 241.04
  • Unit Number YN: 0
  • Water Access YN: 0
  • Condo Fees Term: Quarterly
  • Tax Year: 2022
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Living Room/Dining Room Combo, Primary Bedroom Main Floor, Solid Surface Counters, Solid Wood Cabinets, Stone Counters, 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
  • Spa Yn: No
  • Stories: 2
  • Window Features: Blinds, Window Treatments
  • Street Number Modifier: 5221
  • ResoLivingAreaSource: PublicRecords
  • Living Area Meters: 121.80
  • Room Count: 8

Exterior Features

  • Direction Faces: West
  • Exterior Features: Lighting, Sidewalk, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Golf Course, Trees/Woods
  • Waterfront: No
  • Patio and Porch Features: Front Porch, Rear Porch, Screened
  • Road Surface Type: Asphalt, Paved
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure
  • Water Extras YN: 0
  • Water View YN: 0
  • Waterfront Feet Total: 0
  • Flood Zone Date: 2023-07-19
  • Flood Zone Panel: 0170F

Garage/Parking

  • Attached Garage: No
  • Carport Y N: No
  • Garage Spaces: 1
  • Garage Yn: Yes

Utilities

  • Utilities: Cable Connected, Electricity Connected, Fiber Optics, Fire Hydrant, Phone Available, Public, 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

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Buyer Approval Required, Clubhouse, Deed Restrictions, Fitness Center, Gated Community - Guard, Golf Carts OK, Golf, Irrigation-Reclaimed Water, No Truck/RV/Motorcycle Parking, Pool, Restaurant, Sidewalks, Tennis Courts
  • Association Fee Frequency: Quarterly
  • Association Name: Real Manage
  • Phone: 866-473-2573
  • Association: Yes
  • Security: Fire Alarm, Fire Sprinkler System, Gated Community, Security Gate, Smoke Detector(s)
  • Senior Community: No
  • Association #2 Fee: 4956
  • Association #2 Fee Frequency: Semi-Annually
  • Association: Heritage Oaks Golf & Country Club
  • Association Phone #2: 941-926-7602
  • Association 2 YN: 1
  • Association Approval Required YN: 1
  • Pet Restrictions: See Association documents for guidelines
  • Association Fee Requirement: Required
  • Building Name Number: BUILDING 2
  • Condo Fees: 1008
  • Condo Land Included YN: 0
  • Montly Maint Amt Addition To HOA: 0
  • Monthly Condo Fee Amount: 336
  • Pet Size: Medium (36-60 Lbs.)
  • Association URL: www.realmanage.com

Fee Information

  • Total Annual Fees: 13944.00
  • Total Monthly Fees: 1162.00

Schools

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

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0267101015
  • Additional Parcels: No
  • Flood Zone Code: 125144
  • Homestead YN: 1
  • Lot Size Square Meters: 17862

Green Features

  • Green Verification Count: 0

Rental Info

  • Furnished: Turnkey
  • Pets Allowed: Number Limit, Size Limit, Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: See Association Documents for restrictions/guidelines

Tax Info

  • Tax Annual Amount: 2524.33
  • Tax Book Number: 3004-44
  • Tax Lot: 213

Multi Family

  • Approval Process: See Association Documents

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 5, 2023
Closed on
Jan 24, 2024
Sold by
Mcarthur Vickie K
Bought by
Robert B Parris Revocable Trust and Paths
Seller's Agent
Lynn Wright
STERLING GROUP REALTY
Buyer's Agent
Lynn Wright
STERLING GROUP REALTY
List Price
$329,000
Sold Price
$316,000
Premium/Discount to List
-$13,000
-3.95%
Views
150
Current Estimated Value
$281,493

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$34,507
Avg. Annual Appreciation
-3.41%

Purchase Details

Listed on
Nov 10, 2022
Closed on
Dec 14, 2022
Sold by
Moschenross Mary Ellen
Bought by
Mcarthur Vickie K
Seller's Agent
Jack DellAmico
COLDWELL BANKER REALTY
Buyer's Agent
Lindsey Stoltz
COLDWELL BANKER REALTY
List Price
$312,000
Sold Price
$310,000
Premium/Discount to List
-$2,000
-0.64%
Views
15

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.74%
Original Mortgage
$300,700
Interest Rate
6.95%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 14, 2021
Closed on
Apr 1, 2021
Sold by
Damitz William F and Damitz Susanne
Bought by
Moschenross Mary Ellen and Moschenross James A
Seller's Agent
R Glen Ridgeway
COLDWELL BANKER REALTY
Buyer's Agent
Javier Vargas
PREFERRED SHORE LLC
List Price
$175,000
Sold Price
$172,000
Premium/Discount to List
-$3,000
-1.71%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
41.41%

Purchase Details

Closed on
May 30, 2000
Sold by
Kinnon Lawrence James
Bought by
Klonin Susan J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$110,000
Interest Rate
8.14%

Purchase Details

Closed on
Dec 31, 1997
Sold by
Us Home Corp
Bought by
Kinnon Lawrence James

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$105,550
Interest Rate
7.18%
Source: Public Records

Range of Values:

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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
Robert B Parris Revocable Trust $316,000 None Listed On Document
Mcarthur Vickie K $310,000 Clear Title Group
Moschenross Mary Ellen $172,000 Attorney
Klonin Susan J $125,000 --
Kinnon Lawrence James $117,300 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Mcarthur Vickie K $300,700
Previous Owner Damitz William F $131,127
Previous Owner Damitz William F $187,000
Previous Owner Klonin Susan J $110,000
Previous Owner Kinnon Lawrence James $105,550
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/24/2024 01/24/24 Sold $316,000 -4.0% $241 / Sq Ft
01/10/2024 01/10/24 Pending -- -- --
10/05/2023 10/05/23 For Sale $329,000 +6.1% $251 / Sq Ft
12/14/2022 12/14/22 Sold $310,000 -0.6% $236 / Sq Ft
11/15/2022 11/15/22 Pending -- -- --
11/10/2022 11/10/22 For Sale $312,000 +81.4% $238 / Sq Ft
04/02/2021 04/02/21 Sold $172,000 -1.7% $131 / Sq Ft
03/16/2021 03/16/21 Pending -- -- --
01/14/2021 01/14/21 For Sale $175,000 -- $133 / 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 $3,013 $249,500 -- $249,500
2023 $3,013 $253,100 $0 $253,100
2022 $2,524 $213,100 $0 $213,100
2021 $1,276 $106,200 $0 $106,200
2020 $1,322 $109,500 $0 $109,500
2019 $1,368 $115,962 $0 $0
2018 $1,320 $113,800 $0 $113,800
2017 $1,366 $115,900 $0 $115,900
2016 $1,938 $123,400 $0 $123,400
2015 $1,806 $108,600 $0 $108,600
2014 $1,742 $106,000 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4584725

Stellar MLS

APN: 0267-10-1015