NOT LISTED FOR SALE

5440 Worthington Ln Unit 103 Naples, FL 34110

Carlton Lakes Neighborhood

Estimated Value: $313,858 - $346,000

2 Beds
2 Baths
1,202 Sq Ft
$515/mo HOA Fee

Last Sold January 27, 2021

Last sale price $202,000 $168 Per Sq Ft

Est. 65% increase in value since last sale

Current estimated payment $2,586/month

58 Days on Market

Highlights

  • Lake View
  • Clubhouse
  • Screened Porch
  • Veterans Memorial Elementary School Rated A
  • Great Room
  • Community Pool

About This Home

As of January 2021

Don't miss out on this recently updated North Naples Condo located in the quiet gated community of Carlton Lakes. Freshly painted interior with brand new carpet and brand new stainless steel appliances! This unit is in move in condition. The primary bedroom has an oversized walk-in closet and the bath has dual sinks and large walk-in shower. The second bedroom is a nice size and the guest bath has a tub/shower combo. The spacious screened lanai overlooks a lake with ideal Southern exposure. With in walking distance to the clubhouse with community pool and tennis courts. Take a short stroll on the sidewalk to the new Oakes Farm Seed to Table. Easy access to all the best that Naples has to offer. Perfect for a seasonal residence or investment property. Don't miss this one!

Last Agent to Sell the Property

Doug Purcell

Orchid Realty International License #BEAR-3101693 Listed on: 10/03/2020

Co-Listed By

Jennifer Springer Rinden

Orchid Properties License #BEAR-3239152

Last Buyer's Agent

Robin Crudele

John R Wood Properties License #NAPLES-249519389

John R Wood Properties

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $1,963

Year Built

  • Built in 2001

Lot Details

  • Street terminates at a dead end
  • South Facing Home
  • Gated Home
  • Sprinkler System

HOA Fees

Home Design

  • Concrete Block With Brick
  • Stucco
  • Tile

Interior Spaces

  • 1,202 Sq Ft Home
  • 2-Story Property
  • Ceiling Fan
  • Single Hung Windows
  • Great Room
  • Combination Dining and Living Room
  • Breakfast Room
  • Screened Porch
  • Lake Views

Kitchen

  • Self-Cleaning Oven
  • Range
  • Microwave
  • Dishwasher
  • Built-In or Custom Kitchen Cabinets
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms
  • Dual Sinks
  • Shower Only

Laundry

  • Laundry Room
  • Dryer
  • Washer

Parking

  • 1 Parking Garage Space
  • 1 Detached Carport Space

Schools

  • Veterans Memorial El Elementary School
  • North Naples Middle School
  • Gulf Coast High School

Utilities

  • Central Heating and Cooling System
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 64705002064
  • Tax Block U4
  • $2,000 Seller Concession

Community Details

Overview

  • $2,000 Secondary HOA Transfer Fee
  • 8 Units
  • Low-Rise Condominium
  • Osprey Isle Condos

Amenities

  • Clubhouse

Recreation

  • Tennis Courts
  • Community Basketball Court
  • Bocce Ball Court
  • Exercise Course
  • Community Pool
  • Bike Trail

Pet Policy

  • Call for details about the types of pets allowed

Property Details

Home Type

Condominium

Est. Annual Taxes

$1,963

Year Built

Built in 2001

Lot Details

0

HOA Fees

$515 per month

Listing Details

  • Legal Description: OSPREY ISLE II AT CARLTON LAKES A CONDOMINIUM BLD U4-103
  • Property Type: Residential
  • Table: Residential
  • Building Design: Low Rise (1-3)
  • Year Built: 2001
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Furnished Description: Unfurnished
  • Num Unit Floor: 1
  • Price Per Sq Ft: 168.05
  • Total Floors: 2
  • Additional Rooms: Great Room, Guest Bath, Laundry in Residence, Screened Lanai/Porch
  • Estimated Living Area: 1202
  • Full Bathrooms: 2
  • Total Bathrooms: 2.00
  • Bedrooms: 2 Bed
  • Total Bedrooms: 2
  • Dining Room: Breakfast Room, Living Dining
  • Equipment: Dishwasher, Disposal, Dryer, Microwave, Range, Refrigerator/Freezer, Self Cleaning Oven, Washer
  • Flooring: Carpet, Tile
  • Floor Plan: Split Bedrooms
  • Interior Amenities: Built-In Cabinets, Cable Prewire, Fire Sprinkler, High Speed Available, Pantry, Smoke Detectors, Walk-In Closet, Window Coverings
  • Kitchen: Pantry
  • Primary Bathroom: Dual Sinks, Shower Only
  • Windows: Single Hung

Exterior Features

  • Gulf Access: No
  • Private Pool: No
  • Private Spa: No
  • Roof: Tile
  • Construction: Concrete Block
  • Irrigation: Assessment Paid, Central
  • Road: Dead End, Private Road
  • View: Lake
  • Exterior Features: Sprinkler Auto, Tennis Court
  • Exterior Finish: Stucco

Garage/Parking

  • Carport Description: Detached
  • Carport Spaces: 1
  • Parking: 1 Assigned

Utilities

  • Cable Available: Yes
  • Cooling: Ceiling Fans, Central Electric
  • Heat: Central Electric
  • Security: Gated
  • Sewer: Central
  • Water: Central

Condo/Co-op/Association

  • Management Company Phone: 239-498-3311
  • Approval: Application Fee
  • Management: Professional
  • Mandatory HOA: Yes
  • Sub Condo Name: OSPREY ISLE
  • Condo Fees: 999
  • Condo Fee Frequency: Quarterly
  • Maintenance: Cable, Insurance, Internet/WiFi Access, Lawn/Land Maintenance, Legal/Accounting, Manager, Pest Control Exterior, Pest Control Interior, Reserve, Sewer, Street Lights, Street Maintenance, Trash Removal, Water
  • Master Hoa Fee: 547
  • Master HOA Fee Frequency: Quarterly

Association/Amenities

  • Pets: With Approval
  • Development: Carlton Lakes
  • Amenities: Basketball, Bike And Jog Path, Bocce Court, Clubhouse, Community Pool, Exercise Room, Internet Access, Sidewalk, Streetlight, Tennis Court
  • Community Type: Gated
  • Units In Building: 8
  • Total Number of Units: 8

Fee Information

  • Transfer Fees: 2000.00
  • Application Fee: 100.00

Schools

  • Elementary School: VETERANS MEMORIAL EL
  • Middle School: NORTH NAPLES MIDDLE SCHOOL
  • High School: GULF COAST HIGH SCHOOL
  • Elementary School: Veterans Memorial El
  • High School: Gulf Coast High School
  • Middle School: North Naples Middle School

Lot Info

  • Builder Product: No
  • Lot Unit: 103
  • Section: 19
  • Total Area: 1202
  • Waterfront: No
  • Rear Exposure: South
  • Parcel Number: 64705002064

Rental Info

  • Lease Limits: Yes
  • Leases Per Year: 4
  • Min Days Of Lease: 30

Tax Info

  • Tax Description: County Only
  • Taxes: 1963.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 3, 2020
Closed on
Jan 27, 2021
Sold by
Wilson Leonard and Wilson Kathryn
Bought by
Hochkammer Jon H and Hochkammer Debra K
Seller's Agent
Doug Purcell
Orchid Realty International
Buyer's Agent
Robin Crudele
John R Wood Properties
List Price
$214,000
Sold Price
$202,000
Premium/Discount to List
-$12,000
-5.61%
Current Estimated Value
$332,519

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$130,519
Avg. Annual Appreciation
13.11%
Original Mortgage
$130,000
Outstanding Balance
$100,092
Interest Rate
2.21%
Mortgage Type
New Conventional
Estimated Equity
$252,893

Purchase Details

Closed on
Jun 28, 2005
Sold by
Wilson Leonard and Wilson Lee
Bought by
Wilson Leonard and Wilson Kathryn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$140,000
Interest Rate
7.1%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 29, 2004
Sold by
Wilson Bryan James and Wilson Erica
Bought by
Wilson Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$130,000
Interest Rate
5.64%
Mortgage Type
Balloon

Purchase Details

Closed on
Jan 14, 2002
Sold by
N T C Dev Ltd
Bought by
Wilson Bryan James

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$101,400
Interest Rate
7.02%
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area

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
Hochkammer Jon H $202,000 First Boston Title
Wilson Leonard -- --
Wilson Lee $130,000 --
Wilson Bryan James $135,200 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Hochkammer Jon H $130,000
Previous Owner Wilson Leonard $145,200
Previous Owner Wilson Leonard $140,000
Previous Owner Wilson Lee $130,000
Previous Owner Wilson Bryan James $101,400
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/27/2021 01/27/21 Sold $202,000 -3.3% $168 / Sq Ft
11/30/2020 11/30/20 Pending -- -- --
11/17/2020 11/17/20 Price Changed $209,000 -2.3% $174 / Sq Ft
10/03/2020 10/03/20 For Sale $214,000 -- $178 / Sq Ft
Source: Multiple Listing Service of Bonita Springs-Estero

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
2023 $2,816 $267,249 $0 $0
2022 $2,542 $242,954 $0 $242,954
2021 $1,942 $177,896 $0 $177,896
2020 $1,884 $174,290 $0 $174,290
2019 $1,963 $180,300 $0 $180,300
2018 $1,895 $174,290 $0 $174,290
2017 $1,818 $165,876 $0 $165,876
2016 $1,687 $152,053 $0 $0
2015 $1,537 $138,230 $0 $0
2014 $1,458 $128,296 $0 $0
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: Multiple Listing Service of Bonita Springs-Estero

MLS Number: 220062983

Multiple Listing Service of Bonita Springs-Estero

APN: 64705002064