NOT LISTED FOR SALE

Estimated Value: $296,497 - $320,000

2 Beds
2 Baths
1,510 Sq Ft
$203/Sq Ft Est. Value

Last Sold March 30, 2023

Last sale price $390,000 $258 Per Sq Ft

Est. 22% decrease in value since last sale

Current estimated payment $2,144/month

8 Days on Market

Highlights

  • 40 Feet of Lake Waterfront
  • Fitness Center
  • Gated Community
  • Sallie Jones Elementary School Rated A-
  • Heated In Ground Pool
  • Open Floorplan

About This Home

As of March 2023

The beautiful LAKEFRONT Villa located in the gated community of Waterford Estates. This Carrington villa built in 2019, has a brand new shingled roof, with new interior drywall. As you enter this light and bright home, you immediately notice the open floor plan and split bedroom layout. The guest bedroom located in the front of the home, allows for morning light and shares the quest bathroom. The carpeted primary suite has a walk-in closet with organizational shelving, en-suite bathroom, and beautiful sunset views. The den/office is perfect for additional sleep space or as your office/craft room. The OVERSIZED, screened in lanai provides for additional seating and space for family and friends while sipping on your beverages. Located in Punta Gorda, close to airport, beaches, and a popular downtown setting with restaurants and entertainment.

Last Agent to Sell the Property

Bobbie Leahey

EXP REALTY LLC License #3334889 Listed on: 02/03/2023

EXP REALTY LLC

Last Buyer's Agent

Allie Duenas

RE/MAX ALLIANCE GROUP License #3211179

RE/MAX ALLIANCE GROUP

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,586

Year Built

  • Built in 2019

Lot Details

  • 5,199 Sq Ft Lot
  • 40 Feet of Lake Waterfront
  • Lake Front
  • Northeast Facing Home
  • Landscaped with Trees
  • Property is zoned RMF10

HOA Fees

  • $214 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener

Home Design

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

Interior Spaces

  • 1,510 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Combination Dining and Living Room
  • Den
  • Lake Views

Kitchen

  • Range
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Security System Leased
  • Hurricane or Storm Shutters

Eco-Friendly Details

  • Reclaimed Water Irrigation System

Pool

  • Heated In Ground Pool
  • Gunite Pool

Outdoor Features

  • Screened Patio
  • Rain Gutters
  • Rear Porch

Location

  • Flood Zone Lot
  • Flood Insurance May Be Required

Schools

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

Utilities

  • Central Heating and Cooling System
  • Thermostat
  • Water Filtration System

Listing and Financial Details

Community Details

Overview

  • Association fees include pool, escrow reserves fund, ground maintenance, private road, recreational facilities, sewer
  • April Ritter Association
  • Built by DR Horton
  • Waterford Estates Community
  • Waterford Estates Subdivision
  • The community has rules related to deed restrictions, allowable golf cart usage in the community

Amenities

  • Clubhouse
  • Community Mailbox

Recreation

  • Tennis Courts
  • Pickleball Courts
  • Recreation Facilities
  • Fitness Center
  • Community Pool
  • Park

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,586

Year Built

Built in 2019

Lot Details

0

HOA Fees

$214 per month

Parking

2

Listing Details

  • HOA Fee Includes: Pool, Escrow Reserves Fund, Maintenance Grounds, Private Road, Recreational Facilities, Sewer
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Villa
  • Architectural Style: Florida
  • Construction Materials: Block
  • Fireplace: No
  • Living Area: 1510
  • Lot Size Acres: 0.12
  • New Construction: No
  • Year Built: 2019
  • Building Area Total: 2080
  • Lot Size Sq Ft: 5199
  • Number Of Lots: 1
  • Directions to Property: Waterford Estates: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
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow State: FL
  • List Office Head Office Key Nume: 1045936
  • Minimum Lease: 1 Month
  • Number Of Pets: 3
  • RATIO Current Price By Calculate: 258.28
  • Total Acreage: 0 to less than 1/4
  • Unit Number YN: 0
  • Water Access YN: 0
  • AG Exemption YN: 0
  • Tax Year: 2022
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Living Room/Dining Room Combo, Master Bedroom Main Floor, Open Floorplan, Split Bedroom, Thermostat, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Disposal, Dryer, Microwave, Range, Refrigerator, Washer, Water Filtration System
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Stories: 1
  • Window Features: Blinds
  • Street Number Modifier: 7416
  • ResoLivingAreaSource: PublicRecords
  • Additional Rooms: Den/Library/Office
  • Living Area Meters: 140.28
  • Room Count: 6

Exterior Features

  • Direction Faces: Northeast
  • Pool Features: Gunite, Heated, In Ground
  • Exterior Features: Hurricane Shutters, Irrigation System, Rain Gutters, Sidewalk, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Water
  • Waterfront: Yes
  • Patio and Porch Features: Rear Porch, Screened
  • Road Surface Type: Asphalt
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure
  • Water Extras YN: 0
  • Water View: Lake
  • Water View YN: 1
  • Waterfront Feet Total: 40
  • Water Frontage Feet Lake: 40

Garage/Parking

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

Utilities

  • Utilities: Electricity Connected, Public, 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, Clubhouse, Community Mailbox, Deed Restrictions, Fitness Center, Gated, Golf Carts OK, Irrigation-Reclaimed Water, Park, Pool, Sidewalks, Tennis Courts
  • Association Amenities: Clubhouse, Fitness Center, Pickleball Court(s), Pool, Recreation Facilities, Tennis Court(s)
  • Association Fee: 642
  • Association Fee Frequency: Quarterly
  • Association Name: April Ritter
  • Association: Yes
  • Security: Security System Leased
  • Senior Community: No
  • Association 2 YN: 0
  • Association Approval Required YN: 1
  • Pet Restrictions: Please see HOA docs
  • Association Fee Requirement: Required
  • Association Email: cam@swflcam.com

Fee Information

  • Total Annual Fees: 2568.00
  • Total Monthly Fees: 214.00
  • Monthly HOA Amount: 214.00

Schools

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

Lot Info

  • Zoning: RMF10
  • Parcel Number: 412308253018
  • Additional Parcels: No
  • Lot Features: Flood Insurance Required, FloodZone
  • Flood Zone Code: 9AE
  • Homestead YN: 1
  • Lot Size Square Meters: 483

Green Features

  • Green Verification Count: 0

Building Info

  • Builder Name: DR Horton

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: Please read HOA docs or call property management company.

Tax Info

  • Tax Annual Amount: 3585.7
  • Tax Book Number: 20-1
  • Tax Lot: 387

Multi Family

  • Waterfront Features: Lake
  • Approval Process: Please read HOA docs or call property management company. $100 Application Fee

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 3, 2023
Closed on
Mar 29, 2023
Sold by
Pals Richard Phillip and Pals Annmarie
Bought by
William And Marilyn Schwemberger Living Trust
Seller's Agent
Bobbie Leahey
EXP REALTY LLC
Buyer's Agent
Allie Duenas
RE/MAX ALLIANCE GROUP
List Price
$409,900
Sold Price
$390,000
Premium/Discount to List
-$19,900
-4.85%
Views
19
Current Estimated Value
$305,874

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$84,126
Avg. Annual Appreciation
-9.23%
Original Mortgage
$273,000
Outstanding Balance
$265,016
Interest Rate
6.32%
Mortgage Type
New Conventional
Estimated Equity
$40,858

Purchase Details

Closed on
Dec 17, 2019
Sold by
D R Horton Inc
Bought by
Pals Richard Phillip and Pals Annmarie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$144,113
Interest Rate
3.6%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

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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
William And Marilyn Schwemberger Living Trust $390,000 All American Title Services
Pals Richard Phillip $205,875 Dhi Title Of Florida Inc
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open William And Marilyn Schwemberger Living Trust $273,000
Previous Owner Pals Richard Phillip $144,113
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
03/30/2023 03/30/23 Sold $390,000 -2.5% $258 / Sq Ft
02/12/2023 02/12/23 Pending -- -- --
02/10/2023 02/10/23 Price Changed $399,900 -2.4% $265 / Sq Ft
02/03/2023 02/03/23 For Sale $409,900 -- $271 / 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 $3,693 $174,083 $0 $0
2022 $3,586 $169,013 $0 $0
2021 $3,524 $160,806 $0 $0
2020 $3,415 $155,231 $17,000 $138,231
2019 $1,394 $17,000 $17,000 $0
2018 $1,302 $17,000 $17,000 $0
2017 $172 $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: C7470798

Stellar MLS

APN: 412308253018