NOT LISTED FOR SALE

Estimated Value: $368,267 - $426,000

2 Beds
2 Baths
1,572 Sq Ft
$258/Sq Ft Est. Value

Last Sold May 23, 2018

Last sale price $220,000 $140 Per Sq Ft

Est. 83% increase in value since last sale

Current estimated payment $3,072/month

320 Days on Market

Highlights

  • 55 Feet of Waterfront
  • Golf Course Community
  • Gated Community
  • Lakeview Elementary School Rated A
  • Fitness Center
  • Lake View

About This Home

As of May 2018

Just as perfect in person as in the photos! This immaculately maintained club villa is sure to please the most discriminating buyer. Featuring 2 bedrooms and a den (current owners use it as a dining room) with open views over the lake with the golf course in the distance. Updated flooring in the living area and newer appliances (3 years old) along with an AC unit only 4 years old make this the perfect villa to call home. Heritage Oaks is a guard gated country club community offering 5 heated pools, an active tennis community, a fitness center and lively social calendar along with a newly renovated 18 hole golf course.

Last Agent to Sell the Property

Ryndie Brusco

MICHAEL SAUNDERS & COMPANY License #3225568 Listed on: 06/01/2017

MICHAEL SAUNDERS & COMPANY

Last Buyer's Agent

Anja Deichmann

MICHAEL SAUNDERS & COMPANY License #3113686

MICHAEL SAUNDERS & COMPANY

Property Details

Home Type

  • Multi-Family

Est. Annual Taxes

  • $2,064

Year Built

  • Built in 2001

Lot Details

  • 4,179 Sq Ft Lot
  • 55 Feet of Waterfront
  • Lake Front
  • Property fronts a private road
  • South Facing Home
  • Mature Landscaping
  • Landscaped with Trees

HOA Fees

  • $579 Monthly HOA Fees

Parking

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

Property Views

  • Lake
  • Golf Course

Home Design

  • Florida Architecture
  • Villa
  • Property Attached
  • Slab Foundation
  • Shingle Roof
  • Block Exterior

Interior Spaces

  • 1,572 Sq Ft Home
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Great Room
  • Den
  • Inside Utility

Kitchen

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

Flooring

  • Wood
  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

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

Laundry

  • Dryer
  • Washer

Home Security

  • Fire and Smoke Detector
  • Fire Sprinkler System

Outdoor Features

  • Deck
  • Enclosed Patio or Porch

Schools

  • Alta Vista Elementary School

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

Community Details

Overview

  • Association fees include cable TV, community pool, escrow reserves fund, maintenance structure, ground maintenance, recreational facilities, security, trash
  • $117 Other Monthly Fees
  • Heritage Oaks Golf & Country Club Community
  • Heritage Oaks Golf & Country Club Subdivision
  • On-Site Maintenance
  • The community has rules related to deed restrictions
  • Rental Restrictions

Recreation

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

Pet Policy

  • Pets up to 60 lbs
  • 2 Pets Allowed

Security

  • Security Service
  • Gated Community

Property Details

Home Type

Multi-Family

Est. Annual Taxes

$2,064

Year Built

Built in 2001

Lot Details

0

HOA Fees

$579 per month

Parking

2

Listing Details

  • HOA Fee Includes: Cable TV, Community Pool, Escrow Reserves Fund, Maintenance Structure, Maintenance Grounds, Recreational Facilities, Security, Trash
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Architectural Style: Florida
  • Construction Materials: Block
  • Fireplace: No
  • Living Area: 1572
  • Lot Size Acres: 0.1
  • New Construction: No
  • Year Built: 2001
  • Building Area Total: 2180
  • Lot Size Sq Ft: 4179
  • Directions to Property: East on Bee Ridge Road to right on Bee Ridge Road Extension to Heritage Oaks, drive thru gate, turn left on Chase Oaks, make first right on Chase Oaks (by tennis courts), turn right at the second Peppermill entrance to 5297.
  • Status: Sold
  • Down Payment Resource URL: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4187951&show_results=true&skip_sso=true
  • Down Payment Resource URL 2: http://www.workforce-resource.com/eligibility/listing?metro_area=MFRMLS&listing_id=A4187951&cview=true&show_results=true&customer_portal=true
  • Homestead Y N: Yes
  • Number Of Pets: 2
  • Total Acreage: 0 to less than 1/4
  • Home Warranty Y N: No
  • Other Fees Amount: 700
  • Call Center Phone Number: 941-308-7777
  • Ratio: Close Price\List Price: 0.94017
  • Price per Sq Ft: 139.95
  • Close to Original List Price Ratio: 0.9205
  • Ratio: Current Price\Building Area Total: 100.92
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2017
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile, Hardwood
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Eating Space In Kitchen, Solid Surface Counters, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Disposal, Dryer, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Window Features: Blinds
  • Street Number Modifier: 5297
  • Room Count: 7
  • Additional Rooms: Den/Library/Office, Great Room, Inside Utility
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: South
  • Exterior Features: Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • Road Frontage Type: Private Road
  • View: Golf Course, Water
  • Waterfront: Yes
  • Patio and Porch Features: Deck, Enclosed, Patio, Porch, Screened
  • 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: 12115C0170F
  • Waterfront Frontage: 55
  • Water Frontage Feet Lake: 55
  • Disclosures: Condominium Disclosure Available, Seller Property Disclosure

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Garage Door Opener
  • Covered Parking Spaces: 2
  • Open Parking: Yes

Utilities

  • Utilities: Public, Street Lights
  • Cooling: Central Air
  • Heating: Central, Electric
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Deed Restrictions, Fitness, Gated Community, Golf, Pool, Tennis Courts
  • Association Amenities: Fitness Center, Gated, Maintenance, Recreation Facilities, Security, Tennis Court(s)
  • Association Fee: 3471
  • Association Fee Frequency: Semi-Annually
  • Association: Yes
  • Security: Fire Sprinkler System, Gated Community, Smoke Detector(s)
  • Senior Community: No
  • Condo Fees: 680
  • Condo Fees Term: Quarterly
  • Other Fees Term: Annual
  • Monthly Condo Fee Amount: 227
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 10362
  • Monthly HOA Fee: 578.5
  • Total Monthly Fees: 863.5

Schools

  • Elementary School: Alta Vista Elementary

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0267110013
  • Additional Parcels: No
  • Property Attached Yn: Yes
  • Millage Rate: 12.91
  • Flood Zone Code: X
  • Flood Zone Date: 2016-11-04
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Pets Allowed: Yes
  • Pet Size: Medium (36-60 Lbs.)
  • Max Pet Weight: 60
  • Minimum Lease: 1 Month
  • Approval Process: Approval required
  • Num Timesper Year: 1
  • Pet Restrictions: 2 pets, maximum weight 60 pounds.
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: Lease restrictions

Tax Info

  • Tax Annual Amount: 2064
  • Tax Block: 43
  • Tax Lot: 4305

Multi Family

  • Waterfront Features: Lake

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Oct 16, 2019
Sold by
Sullivan Daniel L and Sullivan Sheila C
Bought by
Sullivan Daniel L and Daniel L Sullivan 2000 Trust
Current Estimated Value
$402,266

Purchase Details

Listed on
Jun 1, 2017
Closed on
May 22, 2018
Sold by
England Robert J and England Jeannine
Bought by
Sullivan Daniel L and Sullivan Sheila C
Seller's Agent
Ryndie Brusco
MICHAEL SAUNDERS & COMPANY
Buyer's Agent
Anja Deichmann
MICHAEL SAUNDERS & COMPANY
List Price
$234,000
Sold Price
$220,000
Premium/Discount to List
-$14,000
-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
8.68%

Purchase Details

Closed on
Jan 20, 2004
Sold by
Bridges David V and Bridges Ruth E
Bought by
England Robert J and England Jeannie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$179,500
Interest Rate
6.03%

Purchase Details

Closed on
Nov 29, 2001
Sold by
U S Home Corp
Bought by
Bridges David V and Bridges Ruth E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$172,204
Interest Rate
6.6%
Mortgage Type
Purchase Money Mortgage
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
Sullivan Daniel L -- Accommodation
Sullivan Daniel L $220,000 Attorney
England Robert J $229,500 --
Bridges David V $215,300 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner England Robert J $26,300
Previous Owner England Robert J $179,500
Previous Owner Bridges David V $172,204
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/23/2018 05/23/18 Sold $220,000 -6.0% $140 / Sq Ft
04/18/2018 04/18/18 Pending -- -- --
04/10/2018 04/10/18 For Sale $234,000 +6.4% $149 / Sq Ft
03/23/2018 03/23/18 Off Market $220,000 -- --
11/13/2017 11/13/17 Price Changed $234,000 -2.1% $149 / Sq Ft
06/01/2017 06/01/17 For Sale $239,000 -- $152 / 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 $3,482 $239,846 -- --
2023 $3,482 $290,100 $94,800 $195,300
2022 $3,205 $259,900 $81,200 $178,700
2021 $2,617 $180,200 $51,200 $129,000
2020 $2,602 $176,400 $50,200 $126,200
2019 $2,486 $170,500 $54,600 $115,900
2018 $2,067 $174,500 $55,800 $118,700
2017 $2,064 $171,704 $0 $0
2016 $2,193 $203,300 $90,200 $113,100
2015 $2,240 $191,700 $82,500 $109,200
2014 $2,140 $167,200 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4187951

Stellar MLS

APN: 0267-11-0013