NOT LISTED FOR SALE

965 Heritage Village Unit A Southbury, CT 06488

Southbury Neighborhood

Estimated Value: $421,000 - $533,000

3 Beds
2 Baths
1,716 Sq Ft
$705/mo HOA Fee

Last Sold October 08, 2020

Last sale price $290,000 $169 Per Sq Ft

Est. 59% increase in value since last sale

Current estimated payment $3,734/month

53 Days on Market

Highlights

  • Health Club
  • In Ground Pool
  • Property is near public transit
  • Gainfield Elementary School Rated A-
  • Clubhouse
  • Ranch Style House

About This Home

As of October 2020

Located in sought after Heritage Village, this 3 bedroom Berkshire unit was completely remodeled in 2019. It has an open floor plan from the kitchen, dining and living areas. Hickory engineered wood flooring throughout. The beautiful kitchen has new Kitchen Aid stainless steel appliances, marble countertops, subway tile backsplash, easy close cabinets and a touch less water faucet. The Living room has a brand new double slider to the very private patio, built in bookcases and a lovely wood burning fireplace. The Master bedroom has a large window seat with new top of the line Hunter Douglas retractable blinds. There are two new baths, the master bath features a tiled walk-in shower and double vanity. Other new features include a new heat pump, AC, Upgraded moldings, new Samsung programmable washer and dryer. Hunter Douglas blinds, all new windows, interior doors and 40 gallon hot water heater. Inwood Circle location - A short, level walk to end unit garage with plenty of additional parking in front and back of unit. A beautiful, updated home in an active lifestyle community!

Last Agent to Sell the Property

Lynn Bruneau

Coldwell Banker Realty License #RES.0099073 Listed on: 06/01/2020

Coldwell Banker Realty

Last Buyer's Agent

Frank Cass

Joseph Bette REALTORS Inc License #REB.0108225

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $4,217

Year Built

  • Built in 1973

HOA Fees

  • $705 Monthly HOA Fees

Home Design

  • Ranch Style House
  • Frame Construction
  • Wood Siding

Interior Spaces

  • 1,716 Sq Ft Home
  • 1 Fireplace
  • Thermal Windows
  • Entrance Foyer
  • Smart Thermostat

Kitchen

  • Electric Range
  • Microwave
  • Dishwasher

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms

Laundry

  • Laundry on main level
  • Dryer
  • Washer

Attic

  • Storage In Attic
  • Pull Down Stairs to Attic

Parking

  • 1 Car Detached Garage
  • Automatic Garage Door Opener
  • Guest Parking
  • Visitor Parking

Location

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

Schools

  • Pomperaug High School

Utilities

  • Central Air
  • Heat Pump System
  • Programmable Thermostat

Additional Features

  • Patio
  • End Unit

Community Details

Overview

  • Association fees include club house, tennis, security service, grounds maintenance, trash pickup, snow removal, pool service
  • 2,580 Units
  • Heritage Village Community
  • Property managed by Heritage Village Master

Amenities

  • Community Garden
  • Clubhouse

Recreation

  • Health Club
  • Tennis Courts
  • Exercise Course
  • Community Pool

Pet Policy

  • Pets Allowed

Security

  • Security Service
  • Storm Doors

Property Details

Home Type

Condominium

Est. Annual Taxes

$4,217

Year Built

Built in 1973

Lot Details

0

HOA Fees

$705 per month

Listing Details

  • Neighborhood: Heritage Village
  • Property Type: Condo/Co-Op For Sale
  • Style: Ranch
  • Sq Ft Est Heated Above Grade: 1716
  • Public Record Living Room Sq Ft: 1716
  • Total Sq Ft: 1716
  • Year Built: 1973
  • Nearby Amenities: Commuter Bus, Golf Course, Library, Medical Facilities, Park, Putting Green, Shopping/Mall, Tennis Courts
  • Association Amenities: Club House, Exercise Room/Health Club, Gardening Area, Guest Parking, Health Club, Pool, Security Services, Tennis Courts
  • Remarks Public Addendum: Buyer to pay a $1500. one time Equity Fee at closing
  • Property Sub Type: Condominium
  • Direct Waterfront: No
  • Encumbrances Restrictions: Boats, Trailer(S), Truck(S)
  • End Unit: Yes
  • Home Warranty Offered: No
  • Radon Mitigation Air Ynu: No
  • Public Record Gross Sq Ft: 3640
  • Tax Year Updated Dt: 07/13/2020
  • Condo Model Name: Berkshire
  • Directions: Hilltop to Inwood Circle
  • Special Features: None

Interior Features

  • Room Count: 6
  • Total Bedrooms: 3
  • Total Bathrooms: 2.00
  • Full Bathrooms: 2
  • Fireplaces: 1
  • Attic Description: Pull-Down Stairs, Storage Space
  • Interior Amenities: Auto Garage Door Opener
  • Appliances: Electric Range, Microwave, Refrigerator, Dishwasher, Washer, Dryer
  • Additional Rooms: Foyer
  • Laundry Room Info: Main Level
  • Attic: Yes
  • Home Automation: Thermostat(s)
  • Street Number Modifier: 965

Exterior Features

  • Exterior Features: Patio
  • Exterior Siding: Wood
  • Swimming Pool: Yes
  • Pool: In Ground Pool
  • Construction Description: Frame

Garage/Parking

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

Utilities

  • Cooling System: Central Air
  • Heat Type: Heat Pump
  • Heat Fuel Type: Electric
  • Hot Water Description: 40 Gallon Tank
  • 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, Pool Service
  • Complex Name: Heritage Village
  • Levels In Unit: 1
  • HOA Fees: 705
  • HOA Fee Frequency: Monthly
  • HOA: Yes
  • Special Association Assessment Y: No
  • Property Management Type: Professional-on Site
  • Property Mgt Company Name: Heritage Village Master
  • Property Mgt Phone: 203-264-9644

Schools

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

Green Features

  • Energy Features: Programmable Thermostat, Storm Doors, Thermopane Windows

Lot Info

  • Lot Description: Level Lot
  • Zoning: res
  • Property Info: Adult Community 55

Rental Info

  • Pets Allowed: Yes

Tax Info

  • Tax Year: July 2020-June 2021
  • Property Tax: 4217
  • Total Assessed Value: 143910
  • Mil Rate Base: 29.300
  • Mil Rate Total: 29.300
  • Assessor Parcel Number: 1333403

Multi Family

  • Total Num Of Units: 2580

MLS Schools

  • Elementary School: Per Board of Ed
  • Middle Jr High School: Per Board of Ed
  • High School: Pomperaug

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 1, 2020
Closed on
Oct 5, 2020
Sold by
Wallerstein Ronald and Wallerstein Nicole
Bought by
Beane Edward and Beane Eva
Seller's Agent
Lynn Bruneau
Coldwell Banker Realty
Buyer's Agent
Frank Cass
Joseph Bette REALTORS Inc
List Price
$304,900
Sold Price
$290,000
Premium/Discount to List
-$14,900
-4.89%
Current Estimated Value
$460,848

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$170,848
Avg. Annual Appreciation
10.00%

Purchase Details

Listed on
Jun 21, 2019
Closed on
Sep 26, 2019
Sold by
Barna Peter G
Bought by
Wallerstein Ronald P and Wallerstein Nicole A
Seller's Agent
Chris Carey
Carey & Guarrera Real Estate
Buyer's Agent
Pat Blanko
William Raveis Real Estate
List Price
$299,900
Sold Price
$275,000
Premium/Discount to List
-$24,900
-8.3%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.29%

Purchase Details

Listed on
Jan 29, 2018
Closed on
Apr 2, 2018
Sold by
Wells Fargo Bank Na
Bought by
Barna Peter G
Seller's Agent
Chris Carey
Carey & Guarrera Real Estate
Buyer's Agent
Steve Guarrera
Carey & Guarrera Real Estate
List Price
$159,900
Sold Price
$155,000
Premium/Discount to List
-$4,900
-3.06%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
46.56%

Purchase Details

Closed on
Mar 19, 2002
Sold by
Dolan Dorothy
Bought by
Forman Wallace and Forman Edythe
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
Beane Edward $290,000 None Available
Wallerstein Ronald P $275,000 --
Barna Peter G $155,000 --
Forman Wallace $220,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Forman Wallace $250,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/08/2020 10/08/20 Sold $290,000 -3.1% $169 / Sq Ft
07/24/2020 07/24/20 Pending -- -- --
06/22/2020 06/22/20 Price Changed $299,400 -1.8% $174 / Sq Ft
06/01/2020 06/01/20 For Sale $304,900 +10.9% $178 / Sq Ft
09/27/2019 09/27/19 Sold $275,000 -8.3% $160 / Sq Ft
08/21/2019 08/21/19 Pending -- -- --
06/21/2019 06/21/19 For Sale $299,900 +93.5% $175 / Sq Ft
03/28/2018 03/28/18 Sold $155,000 -3.1% $90 / Sq Ft
02/15/2018 02/15/18 Pending -- -- --
01/29/2018 01/29/18 For Sale $159,900 -- $93 / 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 $6,271 $259,120 $0 $259,120
2024 $6,115 $259,120 $0 $259,120
2023 $5,830 $259,120 $0 $259,120
2022 $4,122 $143,910 $0 $143,910
2021 $4,217 $143,910 $0 $143,910
2020 $4,217 $143,910 $0 $143,910
2019 $4,188 $143,910 $0 $143,910
2018 $3,295 $113,630 $0 $113,630
2017 $3,006 $102,610 $0 $102,610
2016 $2,955 $102,610 $0 $102,610
2015 $2,914 $102,610 $0 $102,610
2014 $2,832 $102,610 $0 $102,610
Source: Public Records

Agents Affiliated with this Home

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Map

Source: SmartMLS

MLS Number: 170298280

SmartMLS

APN: SBUR-000000H-R000000T-G000000VI-AC000965U