NOT LISTED FOR SALE

76 Heritage Village Unit E Southbury, CT 06488

Southbury Neighborhood

Estimated Value: $241,000 - $259,000

2 Beds
2 Baths
1,076 Sq Ft
$652/mo HOA Fee

Last Sold December 11, 2023

Last sale price $220,100 $205 Per Sq Ft

Est. 13% increase in value since last sale

Current estimated payment $2,215/month

6 Days on Market

Highlights

  • Health Club
  • Outdoor Pool
  • Deck
  • Gainfield Elementary School Rated A-
  • Clubhouse
  • Ranch Style House

About This Home

As of December 2023

Coming Soon!! Two bedroom, two full-bath single-level living in sought-after Heritage Village. Heritage Village is one of the most desirable active adult (55+) communities in the area and was rated one of the top US retirement destinations for 2021. Amenities offered by the association include a fitness center, 4 pools, tennis courts, pickleball courts, bocce court, shuffleboard court, billiards tables, paved walking paths, river garden with your own garden plot, meeting house, stained glass studio, library, art studio, and barn for woodworking and metalworking. The community has 24/7 security, a full-time maintenance staff, and shuttle service. This unit is situated in a charming courtyard with plenty of guest parking nearby and a short, flat walk from the garage to the front door. The hot water heater was installed in 2018 and there is a newer split loop heating & cooling system in place.

Last Agent to Sell the Property

Jacqueline Ruppert

Berkshire Hathaway NE Prop. License #RES.0818872 Listed on: 10/20/2023

Berkshire Hathaway NE Prop.

Last Buyer's Agent

Stacey Richter

Witkoski Associates, LLC. License #RES.0816366

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $2,312

Year Built

  • Built in 1968

Lot Details

  • Partially Wooded Lot

HOA Fees

  • $652 Monthly HOA Fees

Home Design

  • Ranch Style House
  • Frame Construction
  • Wood Siding

Interior Spaces

  • 1,076 Sq Ft Home
  • 1 Fireplace
  • Attic

Kitchen

  • Oven or Range
  • Dishwasher

Bedrooms and Bathrooms

  • 2 Bedrooms
  • 2 Full Bathrooms

Laundry

  • Laundry on main level
  • Dryer
  • Washer

Parking

  • 1 Car Garage
  • Parking Deck
  • Guest Parking
  • Visitor Parking

Outdoor Features

  • Outdoor Pool
  • Deck

Location

  • Property is near shops
  • Property is near a golf course

Utilities

  • Mini Split Air Conditioners
  • Ductless Heating Or Cooling System
  • Wall Furnace
  • Radiant Heating System
  • Heating System Mounted To A Wall or Window

Listing and Financial Details

  • Assessor Parcel Number 1335346

Community Details

Overview

  • Association fees include club house, tennis, security service, grounds maintenance, trash pickup, snow removal, property management, pool service, road maintenance
  • 2,580 Units
  • Property managed by HVMA

Amenities

  • Community Garden
  • Shuttle To Campus
  • Clubhouse

Recreation

  • Health Club
  • Recreation Facilities
  • Exercise Course
  • Community Pool

Pet Policy

  • Pets Allowed

Property Details

Home Type

Condominium

Est. Annual Taxes

$2,312

Year Built

Built in 1968

Lot Details

0

HOA Fees

$652 per month

Listing Details

  • Neighborhood: Heritage Village
  • Property Type: Condo/Co-Op For Sale
  • Style: Ranch
  • Sq Ft Est Heated Above Grade: 1076
  • Total Sq Ft: 1076
  • Year Built: 1968
  • New Construction: No/Resale
  • Nearby Amenities: Golf Course, Health Club, Lake, Library, Medical Facilities, Private School(s), Shopping/Mall, Tennis Courts
  • Association Amenities: Club House, Exercise Room/Health Club, Gardening Area, Guest Parking, Health Club, Private Rec Facilities, Pool, Shuttle Service
  • Property Sub Type: Condominium
  • Direct Waterfront: No
  • End Unit: No
  • Home Warranty Offered: No
  • Public Record Gross Sq Ft: 1148
  • Condo Model Name: Mark Twain Upper
  • Directions: From New Wheeler Road: left onto Lake View Drive, right to Hill Place Drive, unit cluster is on left From East Hill Road: right onto Lake View Drive, bear left onto Hill Place Drive, unit cluster is on right Across from Woodvale Drive
  • Financing Used: Conventional Fixed
  • Living Area Sq Ft Per Public Record: 1076
  • Spec Assoc Asses: No
  • Street Type: Village
  • Special Features: None

Interior Features

  • Room Count: 5
  • Total Bedrooms: 2
  • Total Bathrooms: 2
  • Full Bathrooms: 2
  • Fireplaces: 1
  • Basement Description: None
  • Appliances: Oven/Range, Refrigerator, Dishwasher, Washer, Dryer
  • Laundry Room Location: main level hallway
  • Laundry Room Info: Main Level
  • Attic: Yes
  • Street Number Modifier: 76

Exterior Features

  • Exterior Features: Deck
  • Exterior Siding: Wood
  • Waterfront Description: Not Applicable
  • Swimming Pool: Yes
  • Construction Description: Frame

Garage/Parking

  • Garages Number: 1
  • Garage And Parking: Detached Garage

Utilities

  • Cooling System: Ductless, Split System
  • Heat Type: Radiant, Wall Unit
  • Heat Fuel Type: Electric
  • Hot Water Description: Domestic
  • Water Source: Public Water Connected
  • Sewer: Public Sewer Connected

Condo/Co-op/Association

  • Association Fee Includes: Club House, Tennis, Security Service, Grounds Maintenance, Trash Pickup, Snow Removal, Property Management, Pool Service, Road Maintenance
  • Levels In Unit: 1
  • HOA Fees: 652
  • HOA Fee Frequency: Monthly
  • Property Management Type: Professional-on Site
  • Property Manager Email: bmcwilliams@hvmaster.com
  • Property Manager Name: Brenda McWilliams
  • Property Mgt Company Name: HVMA
  • Property Mgt Phone: (203)264-9644
  • Total Number of Units In Complex: Heritage Village

Schools

  • Elementary School: Per Board of Ed
  • High School: Per Board of Ed

Lot Info

  • Lot Description: Lightly Wooded
  • Zoning: Residential
  • Property Info: Adult Community 55
  • Parcel #: 1335346

Rental Info

  • Pets Allowed: Yes

Multi Family

  • Total Number Of Units: 2580

Tax Info

  • Tax Year: July 2023-June 2024
  • Property Tax: 2312
  • Total Assessed Value: 102760
  • Mil Rate Total: 22.5

MLS Schools

  • Elementary School: Per Board of Ed
  • High School: Per Board of Ed

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 20, 2023
Closed on
Dec 20, 2023
Sold by
Swift Cecily H and Swift
Bought by
Cecily Heron Swift Ret and Swift
Seller's Agent
Jacqueline Ruppert
Berkshire Hathaway NE Prop.
Buyer's Agent
Stacey Richter
Witkoski Associates, LLC.
List Price
$198,000
Sold Price
$220,100
Premium/Discount to List
$22,100
11.16%
Views
219
Current Estimated Value
$249,468

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$29,368
Avg. Annual Appreciation
5.14%
Original Mortgage
$125,100
Outstanding Balance
$123,337
Interest Rate
7.5%
Mortgage Type
Stand Alone Refi Refinance Of Original Loan
Estimated Equity
$116,594

Purchase Details

Closed on
Dec 30, 2019
Sold by
Swift Cecily H
Bought by
Cecily Swift Ret and Swift

Purchase Details

Closed on
May 30, 1996
Sold by
Truelove Albert and Truelove Wallora
Bought by
Inglessis Margaret and Swift Cecily

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$60,000
Interest Rate
7.91%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 1, 1995
Sold by
Kummerer Mildred
Bought by
Truelove Albert and Truelove Wallora
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
Cecily Heron Swift Ret -- None Available
Jordan William $220,100 None Available
Cecily Heron Swift Ret -- None Available
Cecily Swift Ret -- None Available
Cecily Swift Ret -- None Available
Inglessis Margaret $76,000 --
Inglessis Margaret $76,000 --
Truelove Albert $81,000 --
Truelove Albert $81,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Cecily Heron Swift Ret $125,100
Closed Cecily Heron Swift Ret $125,100
Previous Owner Truelove Albert $60,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/11/2023 12/11/23 Sold $220,100 +11.2% $205 / Sq Ft
11/03/2023 11/03/23 Pending -- -- --
10/27/2023 10/27/23 For Sale $198,000 -- $184 / Sq Ft
Source: SmartMLS

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
2025 $2,487 $102,760 $0 $102,760
2024 $2,425 $102,760 $0 $102,760
2023 $2,312 $102,760 $0 $102,760
2022 $1,439 $50,230 $0 $50,230
2021 $1,472 $50,230 $0 $50,230
2020 $1,472 $50,230 $0 $50,230
2019 $1,462 $50,230 $0 $50,230
2018 $1,457 $50,230 $0 $50,230
2017 $1,642 $56,050 $0 $56,050
2016 $1,614 $56,050 $0 $56,050
2015 $1,592 $56,050 $0 $56,050
2014 $1,547 $56,050 $0 $56,050
Source: Public Records

Agents Affiliated with this Home

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Map

Source: SmartMLS

MLS Number: 170605433

SmartMLS

APN: SBUR-000000H-R000000T-G000000VI-EC000076U