NOT LISTED FOR SALE

Estimated Value: $530,936 - $579,000

2 Beds
2 Baths
2,061 Sq Ft
$267/Sq Ft Est. Value

Last Sold November 07, 2022

Last sale price $575,000 $279 Per Sq Ft

Est. 4% decrease in value since last sale

Current estimated payment $4,076/month

78 Days on Market

Highlights

  • Lake Front
  • Golf Course Community
  • Gated with Attendant
  • Pier or Dock
  • Fitness Center
  • Senior Community

About This Home

As of November 2022

The Valencia built by WCI on a large, premium lot in Monticello of Pelican Preserve, one of the nation’s top 55+ active lifestyle communities, is available for the first time! This well-appointed home has water views in every direction from its oversized 40' lanai and a screened entryway with table area and rarely available courtyard garden. Every room features upgrades including custom cabinetry, plantation shutters, marble and granite countertops, mosaic tile inlay, new major systems and appliances including kitchen, air cooling, tankless water heater, lighting fixtures and fans, as well as top-of-the-line electric storm shutters on the entire lanai and impact-doors on the 2-car garage with extra storage. The open living area with a wall of glass and 12 foot tray ceilings bring the outside in with water views, flowing entertaining space, and spacious privacy with easy care. Bonus room may be used as a home office, den, or 3rd sleeping area for guests. The community provides concierge living with staffed fitness center and classes, indoor & outdoor pools, nature preserve trails and gardens, 8 tennis and 12 Pickleball courts,
2 restaurants, outdoor dining, live entertainment, social activities and hobby workshops, concert pavilion, movie theater and a Chip Powell designed 27-hole golf course with optional membership. Luxurious living in a safe, active, and easy-care home and community! Perfect for snow birds or full time!

Last Agent to Sell the Property

Denise Kleppen

Berkshire Hathaway Florida License #258023079 Listed on: 08/20/2022

Berkshire Hathaway Florida

Last Buyer's Agent

Denise Kleppen

Berkshire Hathaway Florida License #258023079 Listed on: 08/20/2022

Berkshire Hathaway Florida

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $5,713

Year Built

  • Built in 2005

Lot Details

  • 0.25 Acre Lot
  • Lot Dimensions are 92 x 161 x 70 x 170
  • Lake Front
  • Northwest Facing Home
  • Fenced
  • Irregular Lot
  • Sprinkler System
  • Property is zoned PUD

HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway

Property Views

  • Pond
  • Golf Course

Home Design

  • Courtyard Style Home
  • Tile Roof
  • Stucco

Interior Spaces

  • 2,061 Sq Ft Home
  • 1-Story Property
  • Furnished
  • High Ceiling
  • Ceiling Fan
  • Electric Shutters
  • Single Hung Windows
  • Sliding Windows
  • Entrance Foyer
  • Formal Dining Room
  • Home Office

Kitchen

  • Eat-In Kitchen
  • Built-In Oven
  • Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • 2 Full Bathrooms
  • Bathtub
  • Separate Shower

Laundry

  • Dryer
  • Washer

Home Security

  • Security Gate
  • Impact Glass
  • High Impact Door
  • Fire and Smoke Detector

Outdoor Features

  • Screened Patio
  • Porch

Utilities

  • Central Heating and Cooling System
  • Tankless Water Heater
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Legal Lot and Block 33 / C
  • Assessor Parcel Number 35-44-25-P3-0160C.0330

Community Details

Overview

  • Senior Community
  • Association fees include management, cable TV, internet, irrigation water, legal/accounting, ground maintenance, pest control, recreation facilities, reserve fund, security
  • Association Phone (239) 362-3091
  • Monticello Subdivision

Amenities

  • Restaurant
  • Sauna
  • Clubhouse
  • Theater or Screening Room
  • Billiard Room
  • Business Center
  • Community Library

Recreation

  • Pier or Dock
  • RV or Boat Storage in Community
  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Fitness Center
  • Community Pool
  • Community Spa
  • Putting Green
  • Dog Park
  • Trails

Security

  • Gated with Attendant

Home Details

Home Type

Single Family

Est. Annual Taxes

$5,713

Year Built

Built in 2005

Lot Details

0

HOA Fees

$286 per month

Parking

2

Listing Details

  • Property Sub Type: Single Family Residence
  • Prop. Type: Residential
  • Lot Size Acres: 0.254
  • Lot Size: 92 x 161 x 70 x 170
  • Road Surface Type: Paved
  • Ownership: Single Family
  • Subdivision Name: MONTICELLO
  • Directions: Pelican Preserve BLVD left on Trieste Drive, right on Ravenna Way, left on Breno Drive. Home will be on the right.
  • Architectural Style: Courtyard, Ranch, One Story
  • Carport Y N: No
  • Entry Level: 1
  • Garage Yn: Yes
  • Building Stories: 1
  • Year Built: 2005
  • ResoBuildingAreaSource: Appraiser
  • Property Sub Type Additional: Single Family Residence
  • Special Features: VirtualTour
  • Stories: 1

Interior Features

  • Furnished: Furnished
  • Private Spa: No
  • Appliances: Built-In Oven, Cooktop, Dryer, Dishwasher, Disposal, Microwave, Tankless Water Heater, Washer
  • Full Bathrooms: 2
  • Total Bedrooms: 2
  • Flooring: Carpet, Tile
  • Interior Amenities: Bedroom on Main Level, Bathtub, Separate/Formal Dining Room, Entrance Foyer, Eat-in Kitchen, High Ceilings, Kitchen Island, Main Level Master, Pantry, Separate Shower, Cable TV, High Speed Internet, Home Office, Split Bedrooms
  • Living Area: 2061.0
  • Stories: 1
  • Window Features: Single Hung, Sliding, Impact Glass, Window Coverings
  • ResoLivingAreaSource: Appraiser

Exterior Features

  • Lot Features: Irregular Lot, Sprinklers Automatic
  • Pool Features: Community
  • Pool Private: No
  • View: Golf Course, Pond
  • View: Yes
  • Waterfront Features: Lake
  • Waterfront: Yes
  • Disclosures: Deed Restriction
  • Construction Type: Block, Concrete, Stucco
  • Direction Faces: Northwest
  • Exterior Features: Security/High Impact Doors, Sprinkler/Irrigation, Shutters Electric
  • Patio And Porch Features: Porch, Screened
  • Property Condition: Resale
  • Roof: Tile

Garage/Parking

  • Attached Garage: Yes
  • Covered Parking Spaces: 2.0
  • Garage Spaces: 2.0
  • Parking Features: Attached, Driveway, Garage, Paved, Two Spaces, Garage Door Opener

Utilities

  • Laundry Features: Washer Hookup, Dryer Hookup, Inside
  • Security: Fenced, Security Gate, Gated with Guard, Gated Community, Security Guard, Smoke Detector(s)
  • Cooling: Central Air, Ceiling Fan(s), Electric
  • Cooling Y N: Yes
  • Heating: Central, Electric
  • Heating Yn: Yes
  • Sewer: Public Sewer
  • Utilities: Natural Gas Available
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Golf, Gated, Tennis Court(s), Street Lights
  • Senior Community: Yes
  • Amenities: Beach Rights, Bocce Court, Billiard Room, Business Center, Clubhouse, Dog Park, Fitness Center, Golf Course, Library, Media Room, Pier, Pickleball, Pool, Putting Green(s), RV/Boat Storage, Restaurant, Sauna, Spa/Hot Tub, Sidewalks, Tennis Court(s), Trail(s)
  • Association #2 Fee: 650.0
  • Association #2 Fee Frequency: Quarterly
  • Association Fee: 208.0
  • Association Fee Frequency: Quarterly
  • Phone: 239-362-3091
  • Association: Yes
  • Pets Allowed: Call, Conditional

Fee Information

  • Association Fee Includes: Association Management, Cable TV, Internet, Irrigation Water, Legal/Accounting, Maintenance Grounds, Pest Control, Recreation Facilities, Reserve Fund, Security

Lot Info

  • Parcel #: 35-44-25-P3-0160C.0330
  • Zoning Description: PUD
  • ResoLotSizeUnits: Acres

Multi Family

  • Number Of Units In Community: 2500

Tax Info

  • Tax Annual Amount: 5712.98
  • Tax Block: C
  • Tax Lot: 33
  • Tax Year: 2021

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 20, 2022
Closed on
Nov 7, 2022
Sold by
Wright Avis U
Bought by
Heller Loretta
Seller's Agent
Denise Kleppen
Berkshire Hathaway Florida
Buyer's Agent
Denise Kleppen
List Price
$590,000
Sold Price
$575,000
Premium/Discount to List
-$15,000
-2.54%
Current Estimated Value
$549,984

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$25,016
Avg. Annual Appreciation
-1.56%

Purchase Details

Closed on
Aug 8, 2005
Sold by
Bay Colony Gateway Inc
Bought by
Wright Richard and Wright Avis

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$359,650
Interest Rate
6%
Mortgage Type
Fannie Mae Freddie Mac
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
Heller Loretta $575,000 Florida Title & Guarantee Agen
Wright Richard $536,300 First Fidelity Title Inc
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Wright Richard $359,650
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
11/07/2022 11/07/22 Sold $575,000 -2.5% $279 / Sq Ft
11/07/2022 11/07/22 Pending -- -- --
08/20/2022 08/20/22 For Sale $590,000 -- $286 / Sq Ft
Source: Florida Gulf Coast Multiple Listing Service

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 $9,802 $445,258 $135,276 $305,607
2023 $9,802 $470,369 $0 $0
2022 $5,667 $262,938 $0 $0
2021 $5,713 $275,789 $68,598 $207,191
2020 $5,673 $251,755 $0 $0
2019 $5,488 $246,095 $0 $0
2018 $5,473 $241,506 $0 $0
2017 $5,404 $236,539 $0 $0
2016 $5,360 $262,666 $57,501 $205,165
2015 $5,379 $264,600 $55,586 $209,014
2014 -- $236,504 $52,408 $184,096
2013 -- $226,188 $33,626 $192,562
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Florida Gulf Coast Multiple Listing Service

MLS Number: 222061420

Florida Gulf Coast Multiple Listing Service

APN: 35-44-25-P3-0160C.0330