NOT LISTED FOR SALE

Estimated Value: $638,912 - $754,000

3 Beds
3 Baths
2,513 Sq Ft
$274/Sq Ft Est. Value

Last Sold September 25, 2019

Last sale price $440,000 $175 Per Sq Ft

Est. 56% increase in value since last sale

Current estimated payment $4,538/month

203 Days on Market

Highlights

  • 40 Feet of Waterfront
  • Golf Course Community
  • Screened Pool
  • Sallie Jones Elementary School Rated A-
  • Water access To Gulf or Ocean
  • Open Floorplan

About This Home

As of September 2019

APPEALING, SPACIOUS WATERFRONT HOME ON ONE OF THE PRETTIEST STREETS IN BURNT STORE ISLES. This home is built for entertaining! An oversized lot with a large circular drive takes you to the charming front entry. Step into an expansive great room with high ceilings and sliding doors to the outside living area. Great flex space in this home with a large family room just off the updated kitchen. Enjoy a pretty water view from the corner window as you're working in the kitchen. This home has wonderfully generous room sizes! You'll find access to the over-sized lanai from multiple rooms. Attractively finished with brick pavers, the lanai has the standard pool-side covered area PLUS a private 25x20 additional covered oasis for your outside living. The master suite offers a nicely updated bath and 2 amazing walk-in closets - one is HUGE, room for small office! Two guest rooms and two beautifully updated baths are on the other end of the house offer nice separation for extended-stay guests. The third garage stall is perfect for small car, golf cart, motorcycles or other toys. New carpet, heated pool, NEW A/C, nicely landscaped. Includes lanai furnishings. Great room furnishings are available separately. Excellent location close to Twin Isles Country Club, just minutes to shopping and downtown Punta Gorda. Clean, updated and move-in ready.

Last Agent to Sell the Property

Robyn Sigurdson

FIVE STAR REALTY OF CHARLOTTE License #3156031 Listed on: 01/31/2019

Last Buyer's Agent

Terry Morrison

RE/MAX HARBOR REALTY License #3070032

RE/MAX HARBOR REALTY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,457

Year Built

  • Built in 1989

Lot Details

  • 0.35 Acre Lot
  • Lot Dimensions are 78x19x79x139x40x72x80
  • 40 Feet of Waterfront
  • Property fronts a saltwater canal
  • Southwest Facing Home
  • Mature Landscaping
  • Corner Lot
  • Irrigation
  • Property is zoned GS-3.5

HOA Fees

  • $3 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Garage Door Opener
  • Circular Driveway
  • Open Parking
  • Golf Cart Garage

Property Views

  • Canal
  • Pool

Home Design

  • Stem Wall Foundation
  • Tile Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 2,513 Sq Ft Home
  • Open Floorplan
  • Cathedral Ceiling
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Great Room
  • Family Room
  • Formal Dining Room

Kitchen

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

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Split Bedroom Floorplan
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Pool

  • Screened Pool
  • Heated In Ground Pool
  • Gunite Pool
  • Fence Around Pool

Outdoor Features

  • Water access To Gulf or Ocean
  • Access To Intracoastal Waterway
  • Access To Marina
  • Access To Creek
  • Access to Saltwater Canal
  • Seawall
  • Enclosed Patio or Porch
  • Rain Gutters

Schools

  • Sallie Jones Elementary School
  • Punta Gorda Middle School
  • Charlotte High School

Utilities

  • Forced Air Zoned Heating and Cooling System
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Burnt Store Isles Community
  • Punta Gorda Isles Sec 15 Subdivision

Recreation

  • Golf Course Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,457

Year Built

Built in 1989

Lot Details

0

HOA Fees

$3 per month

Parking

3

Listing Details

  • Property Type: Residential
  • Property Sub Type: Single Family Residence
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 2513
  • Lot Size Acres: 0.35
  • New Construction: No
  • Year Built: 1989
  • Lot Size Sq Ft: 15200
  • Directions to Property: Hwy 41 to Monaco, right on Tripoli Blvd, left on Toulouse Dr.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7411184?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7411184?w=Customer
  • Homestead Y N: No
  • Total Acreage: 1/4 to less than 1/2
  • Unit Number Y N: No
  • Ratio: Close Price\List Price: 0.92651
  • Price per Sq Ft: 175.09
  • Close to Original List Price Ratio: 0.88018
  • View: Yes
  • Ownership: Fee Simple
  • Tax Year: 2018
  • Special Features: None

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 3
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fans(s), Eating Space In Kitchen, High Ceiling(s), Open Floorplan, Solid Surface Counters, Solid Wood Cabinets, Split Bedroom
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Stem Wall
  • Total Bedrooms: 3
  • Window Features: Blinds
  • Street Number Modifier: 572
  • Room Count: 7
  • Additional Rooms: Family Room, Formal Dining Room Separate, Great Room
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: Southwest
  • Pool Features: Gunite, Heated, In Ground, Screen Enclosure
  • Exterior Features: Irrigation System, Rain Gutters, Sliding Doors
  • Roof: Tile
  • Pool Private: Yes
  • View: Pool, Water
  • Waterfront: Yes
  • Patio and Porch Features: Enclosed, Front Porch, Rear Porch, Screened
  • Road Surface Type: Paved
  • Water View: Canal
  • Water Access: Bay/Harbor, Canal - Brackish, Canal - Saltwater, Creek, Gulf/Ocean, Gulf/Ocean to Bay, Intracoastal Waterway, Marina
  • Water Extras: Seawall - Concrete
  • Water View Y N: Yes
  • Water Access Y N: Yes
  • Water Extras Y N: Yes
  • Flood Zone Panel: 12015C0243F
  • Waterfront Frontage: 40
  • Water Frontage Feet Canal Salt: 40
  • Disclosures: Seller Property Disclosure

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 3
  • Garage Yn: Yes
  • Parking Features: Circular Driveway, Garage Door Opener, Golf Cart Garage
  • Covered Parking Spaces: 3
  • Open Parking: Yes

Utilities

  • Utilities: Cable Available, Sewer Connected, Street Lights
  • Cooling: Central Air, Zoned
  • Heating: Central, Electric, Zoned
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Golf
  • Association Fee: 40
  • Association Fee Frequency: Annually
  • Association: Yes
  • Senior Community: No
  • Association Fee Requirement: Optional
  • Association Approval Required YN: No

Fee Information

  • Monthly HOA Fee: 3.33

Schools

  • Elementary School: Sallie Jones Elementary
  • High School: Charlotte High
  • Middle Or Junior School: Punta Gorda Middle

Lot Info

  • Zoning: GS-3.5
  • Parcel Number: 412319428004
  • Additional Parcels: No
  • Lot Features: Corner Lot
  • Lot Dimensions: 78x19x79x139x40x72x80
  • Flood Zone Code: AE
  • Flood Zone Date: 2003-05-05
  • ResoLotSizeUnits: SquareFeet

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Minimum Lease: No Minimum
  • Lease Restrictions Y N: No

Tax Info

  • Tax Annual Amount: 4457
  • Tax Block: 256
  • Tax Book Number: 8-20
  • Tax Lot: 11

Multi Family

  • Waterfront Features: Canal - Saltwater

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
May 6, 2022
Sold by
Beals Brandon M
Bought by
Jackovic Marcy L and Kalkowski Chad
Current Estimated Value
$687,478

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$562,500
Outstanding Balance
$534,458
Interest Rate
5.27%
Mortgage Type
New Conventional
Estimated Equity
$153,020

Purchase Details

Listed on
Jan 31, 2019
Closed on
Sep 25, 2019
Sold by
Wagar Richard D and Wagar Linda M
Bought by
Beals Brandon M
Seller's Agent
Robyn Sigurdson
FIVE STAR REALTY OF CHARLOTTE
Buyer's Agent
Terry Morrison
RE/MAX HARBOR REALTY
List Price
$474,900
Sold Price
$440,000
Premium/Discount to List
-$34,900
-7.35%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.59%
Original Mortgage
$418,000
Interest Rate
3.6%

Purchase Details

Closed on
Apr 5, 2007
Sold by
Livi Ambrose Ann L and Livi James P Ambrose Revocable
Bought by
Wagar Richard D and Wagar Linda M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$323,080
Interest Rate
5.62%
Mortgage Type
Purchase Money Mortgage
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
Jackovic Marcy L $750,000 Miller Roger H
Beals Brandon M $440,000 Hometown Ttl & Closing Svcs
Wagar Richard D $403,900 Attorney
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Jackovic Marcy L $562,500
Previous Owner Beals Brandon M $418,000
Previous Owner Wagar Richard D $323,080
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
09/25/2019 09/25/19 Sold $440,000 -7.3% $175 / Sq Ft
08/22/2019 08/22/19 Pending -- -- --
08/21/2019 08/21/19 For Sale $474,900 +7.9% $189 / Sq Ft
07/31/2019 07/31/19 Off Market $440,000 -- --
06/19/2019 06/19/19 Price Changed $474,900 -5.0% $189 / Sq Ft
01/31/2019 01/31/19 For Sale $499,900 -- $199 / 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
2023 $11,020 $587,578 $178,500 $409,078
2022 $7,254 $412,041 $0 $0
2021 $6,915 $400,040 $123,250 $276,790
2020 $6,725 $402,845 $123,250 $279,595
2019 $7,716 $410,231 $123,250 $286,981
2018 $4,457 $303,216 $0 $0
2017 $4,856 $296,979 $0 $0
2016 $4,862 $290,871 $0 $0
2015 $4,797 $288,849 $0 $0
2014 $4,741 $286,557 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7411184

Stellar MLS

APN: 412319428004