NOT LISTED FOR SALE

Estimated Value: $269,000 - $290,000

2 Beds
2 Baths
1,311 Sq Ft
$681/mo HOA Fee

Last Sold August 30, 2021

Last sale price $225,000 $172 Per Sq Ft

Est. 23% increase in value since last sale

Current estimated payment $2,410/month

1 Day on Market

Highlights

  • Water Views
  • Golf Course Community
  • Gated Community
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Open Floorplan

About This Home

As of August 2021

This rarely available "Carlton" model condo will grab your attention from the very moment you step through the front door with its' extraordinary view! The lake and golf views are some of the best in Heritage Oaks. Great opportunity for you to put your personal touches on this 2 bedroom 2 bath unit. This floor-plan offers views not only from the living room but also from the master bedroom. This condo comes turnkey furnished so bring your suit case and start enjoying immediately. The cathedral ceilings makes this unit live much larger than its 1,311 sq. feet. Heritage Oaks is a gated golf community offering a championship 18 hole golf course that was re-designed in November 2017, an impressive clubhouse with a formal restaurant and a more casual Bar and Grill offering outstanding cuisine, 5 heated swimming pools, 4 har-tru tennis courts, a fitness center and an exciting activity calendar with 24 hours security. This community is well known for its friendly members. Come see what makes Heritage Oaks so spectacular.

Last Agent to Sell the Property

Daniel Kinsey

REAL BROKER, LLC License #3246955 Listed on: 08/12/2021

REAL BROKER, LLC

Last Buyer's Agent

Glenn Brown

RE/MAX ALLIANCE GROUP License #0567385

RE/MAX ALLIANCE GROUP

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $2,043

Year Built

  • Built in 1998

Lot Details

  • Southwest Facing Home
  • Mature Landscaping

HOA Fees

  • $681 Monthly HOA Fees

Parking

  • 1 Car Garage
  • Garage Door Opener
  • Open Parking

Property Views

  • Water
  • Golf Course

Home Design

  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,311 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Furnished
  • Dry Bar
  • Cathedral Ceiling
  • Drapes & Rods
  • Blinds
  • Inside Utility

Kitchen

  • Eat-In Kitchen
  • Range<<rangeHoodToken>>
  • <<microwave>>
  • Dishwasher

Flooring

  • Carpet
  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

Outdoor Features

  • Screened Patio
  • Exterior Lighting

Schools

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

Utilities

  • Central Heating and Cooling System
  • Thermostat
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-hour guard, cable TV, community pool, maintenance structure, ground maintenance, pest control, pool maintenance, private road
  • Rebekah Association, Phone Number (941) 927-6464
  • Visit Association Website
  • Built by US Homes
  • Veranda 1 At Heritage Oaks Subdivision, Carlton Floorplan
  • Heritage Oaks Golf & Country Club Community
  • The community has rules related to deed restrictions
  • Rental Restrictions

Amenities

  • Clubhouse

Recreation

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

Pet Policy

  • Pets up to 60 lbs
  • 2 Pets Allowed

Security

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

Property Details

Home Type

Condominium

Est. Annual Taxes

$2,043

Year Built

Built in 1998

Lot Details

0

HOA Fees

$681 per month

Parking

1

Listing Details

  • HOA Fee Includes: 24-Hour Guard, Cable TV, Community Pool, Maintenance Structure, Maintenance Grounds, Pest Control, Pool Maintenance, Private Road
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Condominium
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1311
  • New Construction: No
  • Year Built: 1998
  • Building Area Total: 1506
  • Directions to Property: Bee Ridge Rd or Clark Rd. east of I-75 to Lorraine Road. Turn as appropriate onto Lorraine Rd. Continue to Heritage Oaks Blvd. west to guard gate, show RE license and take first left onto Mahogany Run. Continue to 5241 Mahogany Run Ave #423.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4509008?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/A4509008?w=Customer
  • Floor Number: 2
  • Homestead Y N: No
  • Number Of Pets: 2
  • Unit Number Y N: No
  • Home Warranty Y N: No
  • Ratio: Close Price\List Price: 1.0274
  • Price per Sq Ft: 171.62
  • Close to Original List Price Ratio: 1.0274
  • Ratio: Current Price\Building Area Total: 149.4
  • View: Yes
  • Ownership: Fee Simple
  • Tax Year: 2020
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Laminate, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Cathedral Ceiling(s), Dry Bar, Eating Space In Kitchen, Open Floorplan, Thermostat, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Dryer, Electric Water Heater, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Stories: 1
  • Window Features: Blinds, Drapes
  • Street Number Modifier: 5241
  • Room Count: 5
  • Additional Rooms: Inside Utility

Exterior Features

  • Direction Faces: Southwest
  • Exterior Features: Lighting, Sidewalk
  • Roof: Shingle
  • Pool Private: No
  • View: Golf Course, Water
  • Waterfront: No
  • Patio and Porch Features: Screened
  • Road Surface Type: Asphalt
  • Water View Y N: No
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 0170F

Garage/Parking

  • Attached Garage: No
  • Carport Y N: No
  • Garage Spaces: 1
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener
  • Covered Parking Spaces: 1
  • Open Parking: Yes

Utilities

  • Utilities: Electricity Connected, Public, Water Connected
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Buyer Approval Required, Deed Restrictions, Fitness, Gated Community, Golf, Pool, Sidewalk, Tennis Courts
  • Association Amenities: Cable TV, Clubhouse, Fitness Center, Gated, Golf Course, Pool
  • Association Fee: 8174
  • Association Fee Frequency: Annually
  • Association Name: Rebekah
  • Phone: 941-927-6464
  • Association: Yes
  • Security: Fire Alarm, Fire Sprinkler System, Gated Community, Smoke Detector(s)
  • Senior Community: No
  • Condo Fees: 755
  • Condo Fees Term: Quarterly
  • Association Website: argusmgmt.com
  • Association Email: rebekah@argusmgmt.com
  • Condo Land Included Y N: No
  • Monthly Condo Fee Amount: 252
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 11194
  • Monthly HOA Fee: 681.17
  • Total Monthly Fees: 932.83

Schools

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

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0267101045
  • Additional Parcels: No
  • Flood Zone Code: X
  • Flood Zone Date: 2021-08-09

Building Info

  • Builder Name: US Homes

Rental Info

  • Furnished: Furnished
  • Pets Allowed: Yes
  • Pet Size: Medium (36-60 Lbs.)
  • Max Pet Weight: 60
  • Minimum Lease: 1 Month
  • Approval Process: See association
  • Num Timesper Year: 12
  • Pet Restrictions: See association for pet restrictions
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: See association for lease restrictions

Tax Info

  • Tax Annual Amount: 2042.53
  • Tax Book Number: 3004-44
  • Tax Lot: 423

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 12, 2021
Closed on
Aug 30, 2021
Sold by
Odriscoll Francis J and Odriscoll Marjorie J
Bought by
Weiss Robert K
Seller's Agent
Daniel Kinsey
REAL BROKER, LLC
Buyer's Agent
Glenn Brown
RE/MAX ALLIANCE GROUP
List Price
$219,000
Sold Price
$225,000
Premium/Discount to List
$6,000
2.74%
Current Estimated Value
$277,244

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$52,244
Avg. Annual Appreciation
5.54%

Purchase Details

Listed on
Jan 27, 2014
Closed on
Mar 21, 2014
Sold by
Flory Daniel R and Flory Mary Jo
Bought by
Driscoll Francis J O and Driscoll Marjorie J O
Seller's Agent
Arlene Mitchell
ROSEBAY INTERNATIONAL REALTY, INC
Buyer's Agent
Arlene Mitchell
ROSEBAY INTERNATIONAL REALTY, INC
List Price
$148,900
Sold Price
$140,000
Premium/Discount to List
-$8,900
-5.98%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.58%

Purchase Details

Closed on
Nov 22, 2004
Sold by
Nichols Investments Inc
Bought by
Flory Daniel R and Flory Mary Jo

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$176,000
Interest Rate
4.5%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 10, 1999
Sold by
Nichols Clifford J and Nichols Moira
Bought by
Nichols Inv Inc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$101,600
Interest Rate
7%

Purchase Details

Closed on
Apr 30, 1998
Sold by
Us Home Corp
Bought by
Nichols Clifford J and Nichols Moira

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$97,500
Interest Rate
7.03%
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
Weiss Robert K $225,000 Alliance Group Title Llc
Driscoll Francis J O $140,000 Attorney
Flory Daniel R $220,000 --
Nichols Inv Inc $97,300 --
Nichols Clifford J $123,600 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Flory Daniel R $176,000
Previous Owner Nichols Inv Inc $101,600
Previous Owner Nichols Clifford J $97,500
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/30/2021 08/30/21 Sold $225,000 +2.7% $172 / Sq Ft
08/13/2021 08/13/21 Pending -- -- --
08/12/2021 08/12/21 For Sale $219,000 +56.4% $167 / Sq Ft
03/20/2014 03/20/14 Sold $140,000 -6.0% $107 / Sq Ft
02/14/2014 02/14/14 Pending -- -- --
01/27/2014 01/27/14 For Sale $148,900 -- $114 / 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 $2,370 $203,421 -- --
2023 $2,370 $197,496 $0 $0
2022 $2,281 $191,744 $0 $0
2021 $1,987 $128,400 $0 $128,400
2020 $2,043 $131,400 $0 $131,400
2019 $2,115 $140,200 $0 $140,200
2018 $2,028 $134,800 $0 $134,800
2017 $2,095 $137,700 $0 $137,700
2016 $2,200 $145,000 $0 $145,000
2015 $2,029 $125,400 $0 $125,400
2014 $1,782 $107,500 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4509008

Stellar MLS

APN: 0267-10-1045