NOT LISTED FOR SALE

Estimated Value: $298,000 - $326,839

2 Beds
2 Baths
1,684 Sq Ft
$1,069/mo HOA Fee

Last Sold September 18, 2023

Last sale price $372,000 $221 Per Sq Ft

Est. 17% decrease in value since last sale

Current estimated payment $2,861/month

30 Days on Market

Highlights

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

About This Home

As of September 2023

Price reduction!! Be the lucky owner of one of the most desired views in Heritage Oaks. A beautiful, renovated Abbey with 1684 sq ft to live in. This 2 Bedroom, 2 Bathroom with a den has so much to offer. This end unit is equipped with a Hurricane remote-controlled shutter screen on the back lanai. Enjoy the back lanai overlooking the most incredible views of the lake and course. This 2nd story unit also features cathedral ceilings and newer stainless-steel appliances, newer carpet, and luxury vinyl flooring. Heritage Oaks Golf and CC is a private gated and bundled community offering 24-hour security and a ton of amenities. Amenities include a Ron Gari Designed 18-hole championship golf course, 5 heated swimming pools, 4 lighted Har-Tru tennis courts, pickleball, and a state-of-the-art fitness center with daily classes. The clubhouse is currently being remodeled and will be one of the finest clubhouses in the area. The club is home to fine dining and hosts many social events. It also includes the “19th hole” Bar & Lounge. Heritage Oaks is just east of I-75 and is a quick 25-minute drive to the #1 beach in the country “Siesta Key.”

Last Agent to Sell the Property

Jay Murphy

PLACE REAL ESTATE Brokerage Phone: 941-894-7700 License #3098615 Listed on: 05/10/2023

Last Buyer's Agent

James Brown

PREFERRED SHORE LLC License #3089897

PREFERRED SHORE LLC

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $1,891

Year Built

  • Built in 2003

Lot Details

  • End Unit
  • South Facing Home

HOA Fees

Parking

  • 1 Car Garage

Property Views

  • Pond
  • Golf Course
  • Park or Greenbelt

Home Design

  • Entry on the 2nd floor
  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,684 Sq Ft Home
  • 1-Story Property
  • Cathedral Ceiling
  • Ceiling Fan
  • Great Room
  • Living Room
  • Den
  • Inside Utility

Kitchen

  • Eat-In Kitchen
  • Dinette
  • Range
  • Microwave
  • Dishwasher

Flooring

  • Carpet
  • Concrete
  • Ceramic Tile
  • Vinyl

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms
  • Bathtub With Separate Shower Stall

Laundry

  • Laundry Room
  • Dryer
  • Washer

Outdoor Features

  • Balcony
  • Covered Patio or Porch

Schools

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

Utilities

  • Central Heating and Cooling System
  • Electric Water Heater
  • High Speed Internet

Listing and Financial Details

Community Details

Overview

  • Association fees include 24-Hour Guard, cable TV, pool, escrow reserves fund, ground maintenance, recreational facilities
  • $58 Other Monthly Fees
  • Argus Property Management Association, Phone Number (941) 927-6464
  • Heritage Oaks Condos
  • Built by US Homes
  • Heritage Oaks Golf And Country Club Subdivision, Abbey Floorplan
  • Veranda At Heritage Oaks Community
  • The community has rules related to deed restrictions, allowable golf cart usage in the community

Recreation

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

Pet Policy

  • Pets up to 35 lbs
  • 2 Pets Allowed

Additional Features

  • Clubhouse
  • Gated Community

Property Details

Home Type

Condominium

Est. Annual Taxes

$1,891

Year Built

Built in 2003

Lot Details

0

HOA Fees

$1,069 per month

Parking

1

Listing Details

  • HOA Fee Includes: Guard - 24 Hour, Cable TV, Pool, Escrow Reserves Fund, Maintenance Grounds, Recreational Facilities
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Condominium
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1684
  • New Construction: No
  • Year Built: 2003
  • Building Area Total: 1973
  • Status: Sold
  • Ownership: Condominium
  • ResoBuildingAreaSource: PublicRecords
  • Escrow State: FL
  • Floor Number: 2
  • Minimum Lease: 1 Month
  • Number Of Pets: 2
  • RATIO Current Price By Calculate: 220.90
  • Water Access YN: 0
  • Other Fees Amount: 700
  • Condo Fees Term: Quarterly
  • Property Description: End Unit
  • Amenities Additional Fees: Food and Beverage
  • MFR_BedroomClosetType: Walk-in Closet
  • Tax Year: 2022
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fans(s), Eat-in Kitchen, Split Bedroom, 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
  • ResoLivingAreaSource: PublicRecords
  • Additional Rooms: Great Room,Inside Utility
  • Living Area Meters: 156.45

Exterior Features

  • Direction Faces: South
  • Exterior Features: Balcony, Sidewalk
  • Roof: Shingle
  • Home Warranty: No
  • Pool Private: No
  • View: Golf Course, Park/Greenbelt, Water
  • Waterfront: No
  • Patio and Porch Features: Covered, Front Porch, Rear Porch, Screened
  • Road Surface Type: Asphalt
  • Disclosures: Seller Property Disclosure
  • Water View: Pond
  • Water View YN: 1
  • Waterfront Feet Total: 0

Garage/Parking

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

Utilities

  • Utilities: BB/HS Internet Available, Electricity Connected, Public, Sewer Connected, Water Connected
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Buyer Approval Required, Deed Restrictions, Fitness Center, Gated, Golf Carts OK, Golf, Pool, Sidewalks, Tennis Courts
  • Association Amenities: Clubhouse, Fitness Center, Gated, Pickleball Court(s), Pool, Tennis Court(s)
  • Association Fee: 4668
  • Association Fee Frequency: Semi-Annually
  • Association Name: Argus Property Management
  • Phone: 941-927-6464
  • Association: Yes
  • Senior Community: No
  • Association: -
  • Association 2 YN: 0
  • Association Approval Required YN: 1
  • Complex Community Name Nccb: HERITAGE OAKS
  • Association Fee Requirement: Required
  • Condo Fees: 872
  • Condo Land Included YN: 0
  • Max Pet Weight: 35
  • Monthly Condo Fee Amount: 291
  • Pet Size: Small (16-35 Lbs.)
  • SW Subdiv Condo Num: 8253

Fee Information

  • Total Annual Fees: 13524.00
  • Total Monthly Fees: 1127.00
  • Other Fees Term: Annual
  • Monthly HOA Amount: 778.00

Schools

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

Lot Info

  • Zoning: RSF1
  • Parcel Number: 0268072027
  • Additional Parcels: No
  • Property Attached Yn: Yes
  • Flood Zone Code: X

Building Info

  • Builder Name: US Homes

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: See Association documents. Tenants may not have pets.

Tax Info

  • Tax Annual Amount: 1890.61
  • Tax Lot: -

Multi Family

  • Approval Process: See Association documents.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 10, 2023
Closed on
Sep 18, 2023
Sold by
Smith Robert R and Smith Janet T
Bought by
Ayoub Alain and Bellerose Sylvie
Seller's Agent
Jay Murphy
PLACE REAL ESTATE
Buyer's Agent
James Brown
PREFERRED SHORE LLC
List Price
$392,000
Sold Price
$372,000
Premium/Discount to List
-$20,000
-5.1%
Views
87
Current Estimated Value
$309,210

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$62,790
Avg. Annual Appreciation
-8.39%

Purchase Details

Listed on
Nov 12, 2018
Closed on
Aug 30, 2019
Sold by
Whittaker Frank S and Whittaker Sheila M
Bought by
Smith Robert R and Smith Janet T
Seller's Agent
Daniel Kinsey
REAL BROKER, LLC
Buyer's Agent
Kristina Kaplan
PLACE REAL ESTATE
List Price
$191,000
Sold Price
$175,000
Premium/Discount to List
-$16,000
-8.38%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
20.47%

Purchase Details

Closed on
Mar 31, 2003
Sold by
U S Home Corp
Bought by
Whittaker Frank S and Whittaker Sheila M

Purchase Details

Closed on
Jan 24, 2003
Sold by
U S Home Corp
Bought by
Whittaker Frank S and Whittaker Sheila M
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
Ayoub Alain $372,000 None Listed On Document
Smith Robert R $175,000 Mti Title Insurance Agency
Whittaker Frank S -- --
Whittaker Frank S -- --
Whittaker Frank S $200,800 --
Whittaker Frank S $200,800 --
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
09/18/2023 09/18/23 Sold $372,000 -1.8% $221 / Sq Ft
06/10/2023 06/10/23 Pending -- -- --
05/22/2023 05/22/23 Price Changed $379,000 -0.8% $225 / Sq Ft
05/22/2023 05/22/23 Price Changed $382,000 -2.6% $227 / Sq Ft
05/10/2023 05/10/23 For Sale $392,000 +124.0% $233 / Sq Ft
08/30/2019 08/30/19 Sold $175,000 -7.4% $104 / Sq Ft View Prior Sale
07/26/2019 07/26/19 Pending -- -- --
05/16/2019 05/16/19 Price Changed $189,000 -1.0% $112 / Sq Ft
05/12/2019 05/12/19 For Sale $191,000 +9.1% $113 / Sq Ft
05/08/2019 05/08/19 Off Market $175,000 -- --
03/10/2019 03/10/19 Price Changed $191,000 -7.7% $113 / Sq Ft
11/12/2018 11/12/18 For Sale $207,000 -- $123 / 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 $1,995 $283,300 -- $283,300
2023 $1,995 $158,478 $0 $0
2022 $1,891 $153,862 $0 $0
2021 $1,817 $145,400 $0 $145,400
2020 $2,326 $149,100 $0 $149,100
2019 $2,422 $160,000 $0 $160,000
2018 $2,306 $152,300 $0 $152,300
2017 $2,387 $156,000 $0 $156,000
2016 $2,499 $165,500 $0 $165,500
2015 $2,311 $143,800 $0 $143,800
2014 $2,184 $134,900 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: A4570103

Stellar MLS

APN: 0268-07-2027