NOT LISTED FOR SALE

Estimated Value: $322,000 - $336,000

3 Beds
2 Baths
1,665 Sq Ft
$198/Sq Ft Est. Value

Last Sold January 28, 2021

Last sale price $222,000 $133 Per Sq Ft

Est. 49% increase in value since last sale

Current estimated payment $2,349/month

28 Days on Market

Highlights

  • Gated Community
  • Clubhouse
  • Park or Greenbelt View
  • Sallie Jones Elementary School Rated A-
  • Florida Architecture
  • Great Room

About This Home

As of January 2021

**PLEASE ENJOY THE 3D INTERACTIVE VIRTUAL TOUR ASSOCIATED WITH THIS LISTING -
Welcome home to the gated community of Waterford Estates. Developed by the nation’s leading builder, DR Horton, this planned community has it all! Low association fees, full lawn care, multiple ponds with fountains, two community pools and a new and fully equipped clubhouse with kitchen, billiard table and bocce and pickleball courts. This newer Punta Gorda neighborhood boasts attached villas as well as single-family homes. Built for the current owner in 2017, this 1665 square foot single-family Aria model features an efficient, great room design and boasts three bedrooms, two full baths and a two-car attached garage. In addition, you will enjoy the 18-inch ceramic tile flooring in all but the carpeted bedrooms, the 12’ x 8’ covered lanai which overlooks a forever green space and the home’s proximity to the community’s clubhouse and recreational facilities. Recently “refreshed,” this residence has been repainted in neutral tones, expertly cleaned and has new carpeting in the owner’s suite. It shows like new and is move-in ready! As to location, Waterford Estates is ideally situated, just 2 miles from shopping, 3 miles from historic downtown Punta Gorda and only 3 miles from Interstate 75. Make your appointment today; this home will not be on the market long!

Last Agent to Sell the Property

Curtis Mellon

RE/MAX ALLIANCE GROUP License #3096164 Listed on: 11/16/2020

Last Buyer's Agent

Matthew Patterson

KW PEACE RIVER PARTNERS License #3225618

KW PEACE RIVER PARTNERS

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,673

Year Built

  • Built in 2017

Lot Details

  • 7,799 Sq Ft Lot
  • Lot Dimensions are 60x130x60x130
  • Southeast Facing Home
  • Landscaped with Trees
  • Property is zoned RMF5

HOA Fees

  • $125 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway

Home Design

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

Interior Spaces

  • 1,665 Sq Ft Home
  • 1-Story Property
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Great Room
  • Family Room Off Kitchen
  • Utility Room
  • Park or Greenbelt Views

Kitchen

  • Eat-In Kitchen
  • Range with Range Hood
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

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

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Hurricane or Storm Shutters
  • Fire Resistant Exterior
  • Fire and Smoke Detector

Eco-Friendly Details

  • Energy-Efficient Windows
  • Energy-Efficient Thermostat
  • Irrigation System Uses Rainwater From Ponds

Outdoor Features

  • Covered Patio or Porch

Schools

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

Utilities

  • Central Heating and Cooling System
  • Thermostat
  • Underground Utilities
  • Electric Water Heater
  • High Speed Internet
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 205
  • Assessor Parcel Number 412308429010

Community Details

Overview

  • Association fees include common area taxes, community pool, escrow reserves fund, fidelity bond, insurance, ground maintenance, manager, pest control, pool maintenance, private road, recreational facilities, security, trash
  • Icon Management Association, Phone Number (239) 561-1444
  • Built by DR Horton / Express
  • Aria
  • Waterford Estates Community
  • On-Site Maintenance
  • Association Approval Required
  • The community has rules related to deed restrictions
  • Greenbelt

Recreation

  • Tennis Courts
  • Pickleball Courts
  • Recreation Facilities
  • Community Pool

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,673

Year Built

Built in 2017

Lot Details

0

HOA Fees

$125 per month

Parking

2

Listing Details

  • HOA Fee Includes: Common Area Taxes, Community Pool, Escrow Reserves Fund, Fidelity Bond, Insurance, Maintenance Grounds, Manager, Pest Control, Pool Maintenance, Private Road, Recreational Facilities, Security, Trash
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Single Family Residence
  • Architectural Style: Florida, Ranch
  • Disaster Mitigation: Fire Resistant Exterior, Hurricane Shutters/Windows
  • Construction Materials: Block, Stucco
  • Living Area: 1665.00
  • Homestead: Yes
  • Lot Size Acres: 0.18
  • Year Built: 2017
  • Building Area Total: 2232.00
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7435592?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7435592?w=Customer
  • Lot Size Sq Ft: 7799
  • Other Exemptions: Yes
  • Building Search Sq Meters: 207.36
  • Down Payment Resource Assistance: https://www.workforce-resource.com/dpr/listing/MFRMLS/C7435592?w=PubMLS
  • Tax Year: 2019
  • Special Features: None

Interior Features

  • Room Count: 11
  • Living Area Units: Square Feet
  • Additional Rooms: Great Room, Inside Utility
  • Flooring: Carpet, Ceramic Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), Eating Space In Kitchen, Kitchen/Family Room Combo, Split Bedroom, Thermostat, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Range, Range Hood, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 3
  • Floor Number: 1
  • Levels: One
  • Stories: 1
  • Window Features: Blinds
  • Living Area Meters: 154.68

Exterior Features

  • Direction Faces: Southeast
  • Exterior Features: Hurricane Shutters, Sidewalk, Sliding Doors
  • Roof: Shingle
  • Flood Zone Code: 8AE
  • Flood Zone Date: 05/05/2003
  • Flood Zone Panel: 0242F
  • View: Greenbelt
  • Patio and Porch Features: Covered, Front Porch, Rear Porch
  • Road Surface Type: Paved

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Driveway, Garage Door Opener

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Electricity Connected, Fire Hydrant, Phone Available, Sewer Connected, Sprinkler Recycled, Underground Utilities, Water Connected
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • S W Subdiv Community Name: Waterford Estates
  • Community Features: Deed Restrictions, Gated Community, Irrigation-Reclaimed Water, Sidewalk, Tennis Courts
  • Pet Restrictions: Breed restrictions apply, see Home Owners Association Documents for details.
  • Monthly HOA Fees: 125.33
  • Planned Unit Development: Yes
  • Association Amenities: Clubhouse, Maintenance, Pickleball Court(s), Pool, Recreation Facilities, Tennis Court(s)
  • Association Approval Required: Yes
  • Association Fee: 376.00
  • Association Fee Frequency: Quarterly
  • Association Fee Requirement: Required
  • Association Name: Icon Management
  • Phone: 239-561-1444
  • Association: Yes
  • Security: Gated Community, Smoke Detector(s)
  • Association Website: https://www.theiconteam.com/
  • Complex Community Name Nccb: WATERFORD ESTATES

Fee Information

  • Total Annual Fees: 1504.00
  • Total Monthly Fees: 125.33

Schools

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

Lot Info

  • Zoning Compatible: Yes
  • Total Acreage: 0 to less than 1/4
  • Zoning: RMF5
  • Parcel Number: 412308429010
  • Lot Features: Greenbelt, In County
  • Lot Dimensions: 60x130x60x130
  • Lot Size Square Meters: 725

Green Features

  • Efficiency: Thermostat, Windows
  • Green Water Conservation: Irrig. System-Rainwater from Ponds

Rental Info

  • Minimum Lease: 6 Months
  • Additional Lease Restrictions: See Home Owners Association Documents for details.
  • Furnished: Unfurnished
  • Lease Restrictions: Yes
  • Pets Allowed: Yes

Building Info

  • Builder Name: DR Horton / Express

Multi Family

  • Approval Process: Must give notice to Home Owners Association 20 business days prior to lease effective date. See Home Owners Association Documents for details.

Tax Info

  • Tax Annual Amount: 3672.65
  • Tax Book Number: 20-1
  • Tax Lot: 205
  • Tax Other Annual Assessment Amou: 1174

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 16, 2020
Closed on
Jan 26, 2021
Sold by
Henrici Thomas John
Bought by
Mentzer Cory A
Seller's Agent
Curtis Mellon
RE/MAX ALLIANCE GROUP
Buyer's Agent
Matthew Patterson
KW PEACE RIVER PARTNERS
List Price
$224,900
Sold Price
$222,000
Premium/Discount to List
-$2,900
-1.29%
Current Estimated Value
$330,674

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$108,674
Avg. Annual Appreciation
9.13%
Original Mortgage
$199,800
Outstanding Balance
$180,442
Interest Rate
2.6%
Mortgage Type
New Conventional
Estimated Equity
$149,930

Purchase Details

Closed on
Mar 29, 2017
Sold by
D R Horton Inc
Bought by
Henrici Thomas John

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$183,612
Interest Rate
4.37%
Mortgage Type
FHA

Purchase Details

Closed on
Oct 25, 2016
Sold by
Maxcy Development Group Holdings Waterfo
Bought by
D R Horton Inc
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
Mentzer Cory A $222,000 Burnt Store T&E Llc
Henrici Thomas John $187,000 Dhi Title Of Florida Inc
D R Horton Inc $107,900 None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Mentzer Cory A $199,800
Previous Owner Henrici Thomas John $183,612
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/28/2021 01/28/21 Sold $222,000 -1.3% $133 / Sq Ft
12/14/2020 12/14/20 Pending -- -- --
12/11/2020 12/11/20 For Sale $224,900 0.0% $135 / Sq Ft
12/03/2020 12/03/20 Pending -- -- --
11/16/2020 11/16/20 For Sale $224,900 -- $135 / 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 $4,952 $244,451 $0 $0
2022 $4,819 $237,331 $22,950 $214,381
2021 $4,680 $182,100 $19,125 $162,975
2020 $3,771 $167,775 $0 $0
2019 $3,673 $164,003 $0 $0
2018 $3,388 $160,945 $17,000 $143,945
2017 $1,386 $17,000 $17,000 $0
2016 $184 $2,572 $0 $0
2015 $186 $2,338 $0 $0
2014 $145 $2,125 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7435592

Stellar MLS

APN: 412308429010