NOT LISTED FOR SALE

Estimated Value: $262,000 - $332,000

2 Beds
2 Baths
1,500 Sq Ft
$194/Sq Ft Est. Value

Last Sold March 10, 2023

Last sale price $329,900 $220 Per Sq Ft

Est. 12% decrease in value since last sale

Current estimated payment $2,210/month

112 Days on Market

Highlights

  • Gated Community
  • Lake View
  • Community Pool
  • Sallie Jones Elementary School Rated A-
  • Open Floorplan
  • Covered Patio or Porch

About This Home

As of March 2023

IMMEDIATE OCCUPANCY! Beautiful 2 bedroom plus den, 2 bath villa in the gated community of Waterford Estates! Spacious Carrington floor plan with over 1,500 sf of living area, 18" tile flooring in the main living area and kitchen with stainless appliances, breakfast bar and closet pantry. Master suite offers large walk-in closet and private bath with dual sinks and walk-in shower. Covered lanai for entertaining and enjoying the lake views. Waterford amenities include gated access, 2 heated resort-style pools, clubhouse with fitness room, meeting rooms and billiards, bocce ball, pickleball, walking trails and more! Great location with easy access to I-75 and US-41 and minutes to restaurants, shopping, schools and downtown historic Punta Gorda with community events and entertainment. Don't miss this opportunity!

Last Agent to Sell the Property

Brian Helgemo

COMPASS FLORIDA License #3041311 Listed on: 09/23/2022

COMPASS FLORIDA

Last Buyer's Agent

Zoe May Imlay PLLC

MEDWAY REALTY License #3531755

MEDWAY REALTY

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $1,432

Year Built

  • Built in 2021

Lot Details

  • 4,885 Sq Ft Lot
  • Property fronts a private road
  • West Facing Home
  • Landscaped with Trees
  • Property is zoned RMF10

HOA Fees

Parking

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

Home Design

  • Villa
  • Slab Foundation
  • Shingle Roof
  • Concrete Siding

Interior Spaces

  • 1,500 Sq Ft Home
  • Open Floorplan
  • Sliding Doors
  • Lake Views
  • Hurricane or Storm Shutters

Kitchen

  • Range
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

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

Laundry

  • Dryer
  • Washer

Schools

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

Utilities

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

Additional Features

  • Reclaimed Water Irrigation System
  • Covered Patio or Porch

Listing and Financial Details

Community Details

Overview

  • Association fees include community pool, pool maintenance, private road, recreational facilities
  • Precedent Hospitality & Property Mgmt/John Zimmer Association, Phone Number (727) 573-9300
  • Visit Association Website
  • Precedent Management Association, Phone Number (239) 344-8733
  • Built by D.R. HORTON
  • Waterford Estates Subdivision, Carrington Floorplan
  • Waterford Estates Community
  • The community has rules related to deed restrictions
  • Rental Restrictions

Recreation

  • Community Playground
  • Community Pool
  • Park

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$1,432

Year Built

Built in 2021

Lot Details

0

HOA Fees

$181 per month

Parking

2

Listing Details

  • HOA Fee Includes: Community Pool, Pool Maintenance, Private Road, Recreational Facilities
  • Property Type: Residential
  • Property Sub Type: Villa
  • Construction Materials: Concrete
  • Fireplace: No
  • Living Area: 1500
  • Lot Size Acres: 0.11
  • New Construction: No
  • Year Built: 2021
  • Building Area Total: 2057
  • Lot Size Sq Ft: 4885
  • Directions to Property: US-41 north to Airport Rd, left on Waterford Parkway, left on E. Lenox Cir, right on W. Lenox Cir, follow to property on right.
  • Status: Sold
  • Street Direction: W
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7466661?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7466661?w=Customer
  • Homestead Y N: No
  • Number Of Pets: 3
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Ratio: Close Price\List Price: 1
  • Price per Sq Ft: 219.93
  • Close to Original List Price Ratio: 0.84592
  • Ratio: Current Price\Building Area Total: 160.38
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Tax Year: 2021
  • Special Features: NewHome

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Open Floorplan, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Disposal, Dryer, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Yn: No
  • Street Number Modifier: 7024
  • Room Count: 8
  • ResoLivingAreaSource: PublicRecords

Exterior Features

  • Direction Faces: West
  • Exterior Features: Hurricane Shutters, Irrigation System, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • Road Frontage Type: Private Road
  • View: Water
  • Waterfront: No
  • Patio and Porch Features: Covered, Patio
  • Road Surface Type: Paved
  • Water View: Lake
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Driveway, Garage Door Opener
  • Covered Parking Spaces: 2
  • Open Parking: Yes

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Electricity Connected, Phone Available
  • 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, Gated Community, Irrigation-Reclaimed Water, Park, Playground, Pool
  • Association Fee: 320
  • Association Fee Frequency: Quarterly
  • Association Name: Precedent Hospitality & Property Mgmt/John Zimmer
  • Phone: (727) 573-9300
  • Association: Yes
  • Senior Community: No
  • Association Website: https://www.precedentmgt.com/
  • Association Email: jzimmer@precedentmgt.com
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes
  • Association #2 Fee: 222.71
  • Association #2 Fee Frequency: Quarterly
  • Association: Precedent Management
  • Association Phone #2: 239-344-8733

Fee Information

  • Total Annual Fees: 2170.84
  • Monthly HOA Fee: 106.67
  • Total Monthly Fees: 180.9

Schools

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

Lot Info

  • Zoning: RMF10
  • Parcel Number: 412308205002
  • Additional Parcels: No
  • Flood Zone Code: AE
  • ResoLotSizeUnits: SquareFeet

Building Info

  • Builder Name: D.R. HORTON

Rental Info

  • Pets Allowed: Number Limit, Yes
  • Minimum Lease: 1-2 Years
  • Approval Process: Must submit application for approval. See HOA docs for approval process.
  • Pet Restrictions: See HOA documents for pet restrictions
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: See HOA documents for restrictions.

Tax Info

  • Tax Annual Amount: 1431.78
  • Tax Book Number: 20-1
  • Tax Lot: 436
  • Tax Other Annual Assessment Amount: 1030

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Nov 12, 2024
Sold by
Harpst John A and Harpst Leta N
Bought by
Harpst Family Revocable Trust and Harpst
Current Estimated Value
$291,155

Purchase Details

Listed on
Sep 23, 2022
Closed on
Mar 10, 2023
Sold by
Herrick Barbara Claire and Hee Carl H
Bought by
Harpst John A and Harpst Leta N
Seller's Agent
Brian Helgemo
COMPASS FLORIDA
Buyer's Agent
Zoe May Imlay PLLC
MEDWAY REALTY
List Price
$389,990
Sold Price
$329,900
Premium/Discount to List
-$60,090
-15.41%
Views
92

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
-4.71%
Original Mortgage
$329,900
Interest Rate
6.13%
Mortgage Type
VA

Purchase Details

Listed on
Nov 5, 2021
Closed on
Feb 4, 2022
Sold by
D R Horton Inc
Bought by
Hee Carl H and Herrick Barbara Claire
Seller's Agent
Debra Thomas
EXPRESS REALTY OF SOUTHWEST FL
Buyer's Agent
Brian Helgemo
COMPASS FLORIDA
List Price
$306,270
Sold Price
$306,270

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.06%

Purchase Details

Closed on
Nov 6, 2019
Sold by
Maxcy Dev Group Holdings Waterford Estat
Bought by
D R Horton Inc
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
Harpst Family Revocable Trust $100 None Listed On Document
Harpst Family Revocable Trust $100 None Listed On Document
Harpst John A $329,900 Esquire Land Title
Hee Carl H $306,270 Dhi Title
D R Horton Inc $5,138,100 Attorney
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Harpst John A $329,900
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
03/10/2023 03/10/23 Sold $329,900 0.0% $220 / Sq Ft
01/14/2023 01/14/23 Pending -- -- --
01/10/2023 01/10/23 Price Changed $329,900 -8.1% $220 / Sq Ft
12/05/2022 12/05/22 Price Changed $359,000 -3.5% $239 / Sq Ft
11/22/2022 11/22/22 Price Changed $372,000 -4.6% $248 / Sq Ft
09/23/2022 09/23/22 For Sale $389,990 +27.3% $260 / Sq Ft
02/04/2022 02/04/22 Sold $306,270 0.0% $204 / Sq Ft View Prior Sale
11/11/2021 11/11/21 Pending -- -- --
11/05/2021 11/05/21 For Sale $306,270 -- $204 / 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 $5,823 $259,285 $42,500 $216,785
2023 $5,823 $269,129 $39,950 $229,179
2022 $1,462 $22,950 $22,950 $0
2021 $1,432 $19,125 $19,125 $0
2020 $1,394 $17,000 $17,000 $0
2019 $217 $17,000 $17,000 $0
2018 $199 $17,000 $17,000 $0
2017 $171 $12,750 $12,750 $0
2016 $142 $1,440 $0 $0
2015 $143 $1,309 $0 $0
2014 $135 $1,190 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7466661

Stellar MLS

APN: 412308205002