NOT LISTED FOR SALE

Estimated Value: $1,453,000 - $1,670,000

4 Beds
3 Baths
2,519 Sq Ft
$607/Sq Ft Est. Value

Last Sold September 24, 2018

Last sale price $734,000 $291 Per Sq Ft

Est. 108% increase in value since last sale

Current estimated payment $9,509/month

111 Days on Market

Highlights

  • Lake Front
  • Screened Pool
  • Clubhouse
  • Pelican Marsh Elementary School Rated A
  • Gated with Attendant
  • Vaulted Ceiling

About This Home

As of September 2018

Lovely Monterey pool home on quiet cul-de-sac with long lake views. Gorgeous chef's kitchen with eat-in dining area and beautiful hand scraped wood floors in all main living areas. Many upgrades throughout including plantation shutters, tray ceilings, French doors and electric storm shutters. Monterey has just completed an extensive clubhouse renovation and offers pickleball, sport court, playground, pool, fitness center and 3 lighted Har-Tru tennis courts. Amazing location, only 3 miles to the beach, 2 miles to Mercato and in an A-rated school district. This home is a must see! Motivated Seller!

Last Agent to Sell the Property

Londa Nau

Premier Sotheby's Int'l Realty License #NAPLES-249524668 Listed on: 05/09/2018

Premier Sotheby's Int'l Realty

Last Buyer's Agent

Londa Nau

Premier Sotheby's Int'l Realty License #NAPLES-249524668 Listed on: 05/09/2018

Premier Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,437

Year Built

  • Built in 1995

Lot Details

  • 0.34 Acre Lot
  • Lot Dimensions: 110
  • Lake Front
  • Cul-De-Sac
  • Southeast Facing Home
  • Gated Home
  • Sprinkler System

HOA Fees

  • $221 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Automatic Garage Door Opener

Home Design

  • Concrete Block With Brick
  • Stucco
  • Tile

Interior Spaces

  • 2,519 Sq Ft Home
  • 1-Story Property
  • Tray Ceiling
  • Vaulted Ceiling
  • 5 Ceiling Fans
  • Ceiling Fan
  • Electric Shutters
  • Single Hung Windows
  • Arched Windows
  • Transom Windows
  • Sliding Windows
  • French Doors
  • Great Room
  • Family Room
  • Formal Dining Room
  • Screened Porch
  • Lake Views
  • Fire and Smoke Detector

Kitchen

  • Eat-In Kitchen
  • Self-Cleaning Oven
  • Cooktop
  • Microwave
  • Ice Maker
  • Dishwasher
  • Kitchen Island
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Built-In Bedroom Cabinets
  • Walk-In Closet
  • 3 Full Bathrooms
  • Dual Sinks
  • Bathtub With Separate Shower Stall

Laundry

  • Laundry Room
  • Dryer
  • Laundry Tub

Pool

  • Screened Pool
  • Concrete Pool
  • In Ground Pool

Schools

  • Pelican Marsh Elementary School
  • Pine Ridge Middle School
  • Barron Collier High School

Utilities

  • Central Heating and Cooling System
  • Humidstat
  • Cable TV Available

Additional Features

  • Air Purifier
  • Patio

Listing and Financial Details

  • Assessor Parcel Number 80445301009

Community Details

Overview

  • $1,600 Secondary HOA Transfer Fee

Amenities

  • Clubhouse
  • Billiard Room

Recreation

  • Tennis Courts
  • Community Basketball Court
  • Community Playground
  • Exercise Course
  • Community Pool

Security

  • Gated with Attendant

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,437

Year Built

Built in 1995

Lot Details

0

HOA Fees

$221 per month

Parking

2

Listing Details

  • Legal Description: VILLAGES OF MONTEREY AT WOODBRIDGE UNIT FOUR LOT 142 OR 2017 PG 2035
  • Property Type: Residential
  • Table: Residential
  • Building Design: Single Family
  • Building Description: 1 Story/Ranch
  • Storm Protection: Electric Shutters
  • Year Built: 1995
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Furnished Description: Unfurnished
  • Numberof Ceiling Fans: 5
  • Price Per Sq Ft: 291.39
  • Total Floors: 1
  • Additional Rooms: Family Room, Laundry in Residence, Screened Lanai/Porch
  • Estimated Living Area: 2519
  • Full Bathrooms: 3
  • Total Bathrooms: 3.00
  • Bedroom Description: First Floor Bedroom
  • Bedrooms: 4 Bed
  • Total Bedrooms: 4
  • Dining Room: Eat-in Kitchen, Formal
  • Equipment: Auto Garage Door, Cooktop, Dishwasher, Disposal, Dryer, Microwave, Range, Refrigerator/Icemaker, Self Cleaning Oven, Smoke Detector
  • Flooring: Carpet, Tile, Wood
  • Floor Plan: Great Room
  • Interior Amenities: Cable Prewire, Closet Cabinets, French Doors, Laundry Tub, Pantry, Pull Down Stairs, Smoke Detectors, Tray Ceiling, Volume Ceiling, Walk-In Closet, Window Coverings
  • Kitchen: Island, Pantry
  • Primary Bathroom: Dual Sinks, Separate Tub And Shower
  • Windows: Arched, Single Hung, Sliding, Transom

Exterior Features

  • Gulf Access: No
  • Private Pool: Yes
  • Private Spa: No
  • Roof: Tile
  • Construction: Concrete Block
  • Irrigation: Central
  • Road: Cul-De-Sac
  • View: Lake
  • Exterior Features: Patio, Sprinkler Auto
  • Exterior Finish: Stucco
  • Private Pool Type: Below Ground, Concrete, Custom Upgrades, Screened
  • Waterfront Type: Lake

Garage/Parking

  • Garage Description: Attached
  • Garage Spaces: 2
  • Parking: Driveway Paved, Paved Parking

Utilities

  • Cable Available: Yes
  • Cooling: Air Purifier, Ceiling Fans, Central Electric, Humidistat
  • Heat: Central Electric
  • Security: Gated, Guard At Gate
  • Sewer: Central
  • Water: Central

Condo/Co-op/Association

  • Management Company Phone: 239-261-3440
  • Approval: Application Fee
  • Management: Professional
  • Mandatory HOA: Yes
  • Restrictions: Architectural, No RV
  • Sub Condo Name: MONTEREY
  • HOA Fees: 663
  • HOA Fee Frequency: Quarterly
  • Maintenance: Master Antenna/Satellite, Recreational Facilities, Reserve, Security, Street Lights, Street Maintenance

Association/Amenities

  • Pets: No Approval Needed
  • Development: Monterey
  • Amenities: Basketball, Billiards, Clubhouse, Community Pool, Community Room, Exercise Room, Play Area, Streetlight, Tennis Court
  • Community Type: Gated, Tennis
  • Units In Building: 1
  • Total Number of Units: 420

Fee Information

  • Transfer Fees: 1600.00
  • Application Fee: 135.00

Schools

  • Elementary School: PELICAN MARSH ELEMENTARY SCHOOL
  • Middle School: PINE RIDGE MIDDLE SCHOOL
  • High School: BARRON COLLIER HIGH SCHOOL
  • Elementary School: Pelican Marsh Elementary School
  • High School: Barron Collier High School
  • Middle School: Pine Ridge Middle School

Lot Info

  • Builder Product: No
  • Lot Back: 106
  • Lot Frontage: 110
  • Lot Left: 192
  • Lot Right: 136
  • Lot Unit: 142
  • Section: 2
  • Total Area: 3064
  • Waterfront: Yes
  • Acres: 0.3400
  • Rear Exposure: Southeast
  • Lot Description: Cul-De-Sac
  • Lot Dimensions: 110 X 192 X 106 X 136
  • Parcel Number: 80445301009

Rental Info

  • Lease Limits: Yes
  • Leases Per Year: 2
  • Min Days Of Lease: 180

Tax Info

  • Tax Description: Homestead
  • Taxes: 5436.95

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Oct 29, 2021
Sold by
Summer Wind Iv Llc
Bought by
Brittany Joy Lund 2021 Irrevocable Trust
Current Estimated Value
$1,528,895

Purchase Details

Listed on
May 9, 2018
Closed on
Sep 19, 2018
Sold by
Woertz Christopher Goerge and Woertz Miracle Troyer
Bought by
Usmmer Wind Iv Llc
Seller's Agent
Londa Nau
Premier Sotheby's Int'l Realty
Buyer's Agent
Londa Nau
Premier Sotheby's Int'l Realty
List Price
$825,000
Sold Price
$734,000
Premium/Discount to List
-$91,000
-11.03%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.42%

Purchase Details

Listed on
Aug 14, 2012
Closed on
Oct 31, 2012
Sold by
Florida Vacations Llc
Bought by
Woertz Christopher George and Woertz Miracle Troyer
Seller's Agent
Rowan Samuel
John R Wood Properties
Buyer's Agent
Richard Cugno
INACTIVE AGENT ACCT
List Price
$470,000
Sold Price
$470,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.85%
Original Mortgage
$417,000
Interest Rate
3.53%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 1, 2011
Sold by
Alshatti Salem and Alshatti Patrice F
Bought by
Florida Vacations Llc

Purchase Details

Closed on
Sep 15, 2004
Sold by
Dinardo Anthony and Dinardo Dawn G
Bought by
Alshatti Salem and Alsahtti Patrice F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
4.75%
Mortgage Type
Purchase Money Mortgage
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
Brittany Joy Lund 2021 Irrevocable Trust $640,000 Wilson & Johnson
Usmmer Wind Iv Llc $734,000 Attorney
Woertz Christopher George $470,000 Sunbelt Title Agency
Florida Vacations Llc -- Attorney
Alshatti Salem $565,000 Lawyers Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Irrevoc Brittany Joy Lund 2021 $980,000
Previous Owner Summer Wind Iv Llc $640,000
Previous Owner Woertz Christopher G $200,000
Previous Owner Woertz Christopher George $417,000
Previous Owner Alshatti Salem $300,000
Previous Owner Dinardo Anthony $90,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/24/2018 09/24/18 Sold $734,000 -2.0% $291 / Sq Ft
08/28/2018 08/28/18 Pending -- -- --
08/24/2018 08/24/18 Price Changed $749,000 -2.6% $297 / Sq Ft
07/11/2018 07/11/18 Price Changed $769,000 -3.8% $305 / Sq Ft
06/20/2018 06/20/18 Price Changed $799,000 -3.2% $317 / Sq Ft
05/09/2018 05/09/18 For Sale $825,000 +75.5% $328 / Sq Ft
10/31/2012 10/31/12 Sold $470,000 0.0% $187 / Sq Ft
10/01/2012 10/01/12 Pending -- -- --
08/14/2012 08/14/12 For Sale $470,000 -- $187 / Sq Ft
Source: Naples Area Board of REALTORS®

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 $11,500 $1,080,805 $0 $0
2022 $10,511 $982,550 $524,018 $458,532
2021 $9,401 $840,274 $487,030 $353,244
2020 $8,857 $798,940 $457,914 $341,026
2019 $8,183 $731,416 $402,329 $329,087
2018 $8,342 $747,767 $432,087 $315,680
2017 $5,437 $515,450 $0 $0
2016 $5,303 $504,848 $0 $0
2015 $5,345 $501,339 $0 $0
2014 $5,355 $447,360 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Naples Area Board of REALTORS®

MLS Number: 218033487

Naples Area Board of REALTORS®

APN: 80445301009