NOT LISTED FOR SALE

138 Heritage Way Upland, CA 91786

Estimated Value: $722,000 - $785,000

3 Beds
2.5 Baths
1,970 Sq Ft
$379/Sq Ft Est. Value

Last Sold June 02, 2021

Last sale price $628,000 $319 Per Sq Ft

Est. 19% increase in value since last sale

Current estimated payment $4,595/month

5 Days on Market

Highlights

  • High Ceiling
  • No HOA
  • Open to Family Room
  • Granite Countertops
  • Neighborhood Views
  • Family Room Off Kitchen

About This Home

As of June 2021

Beautiful and bright two story single house in located on a Cul-De-Sac next to the Historic District of Upland. 3 bedrooms and 2.5 baths, living area of 1970 sqft. High ceiling in living room with plantation wood shutters and laminated floors. Formal dining room with ceiling fan on the top. Kitchen with granite countertops and center island is open to the family room with a fireplace and direct access to the back yard. Upstairs throughout newer laminated wood floor features three bedrooms including a master suite with ceiling fan, a soaker tub, separate shower, double vanity and great sized walk-in closet. The other two bedrooms with ceiling fans and shared a bathroom. Inside laundry area next to 1st floor bathroom. Whole house fan, 4 years A/C, sprinkler system with timer. Close to neighborhood park, Metrolink and Freeway 10.

Last Agent to Sell the Property

Yuling Lee

Treelane Realty Group Inc. License #01716174 Listed on: 04/12/2021

Last Buyer's Agent

Cynthia Hom

KW Executive License #02109916

KW Executive

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1993

Lot Details

  • 4,000 Sq Ft Lot
  • Sprinklers on Timer
  • Back and Front Yard

Parking

  • 2 Car Attached Garage

Home Design

  • Interior Block Wall

Interior Spaces

  • 1,970 Sq Ft Home
  • 2-Story Property
  • High Ceiling
  • Ceiling Fan
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room
  • Dining Room
  • Neighborhood Views
  • Attic Fan

Kitchen

  • Open to Family Room
  • Gas Range
  • Range Hood
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Flooring

  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms
  • Walk-In Closet
  • Granite Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub with Shower
  • Exhaust Fan In Bathroom

Laundry

  • Laundry Room
  • Washer and Gas Dryer Hookup

Outdoor Features

  • Exterior Lighting

Utilities

  • Central Heating and Cooling System
  • Water Heater

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Tax Lot 17
  • Tax Tract Number 15391
  • Assessor Parcel Number 1046551320000

Home Details

Home Type

Single Family

Year Built

Built in 1993

Lot Details

0

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 1046551320000
  • Year Built: 1993
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1970.00 Square Feet
  • Interior Amenities: Attic Fan, Block Walls, Ceiling Fan(s), Granite Counters, High Ceilings
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Laminate, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Eating Area: Dining Room
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 318.78
  • Room Type: All Bedrooms Up, Family Room, Kitchen, Living Room, Master Bathroom, Master Bedroom, Walk-In Closet
  • Bathroom Features: Bathtub, Shower In Tub, Double Sinks In Master Bath, Exhaust Fan(s), Granite Counters
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • View: Neighborhood
  • Pool Private: No
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Gas Range, Range Hood, Water Heater
  • Heating Type: Central
  • Laundry Features: Gas Dryer Hookup, Inside, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Street Lights

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard, Sprinklers Timer
  • Lot Size Sq Ft: 4000.00
  • Lot Size Acres: 0.0918

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4000.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 9.03
  • Tax Lot: 17
  • Tax Tract Number: 15391

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 12, 2021
Closed on
Jun 1, 2021
Sold by
Kwok Samuel Siu Ming
Bought by
Leung Stephanie Hang Yee
Seller's Agent
Yuling Lee
Treelane Realty Group Inc.
Buyer's Agent
Cynthia Hom
KW Executive
List Price
$579,000
Sold Price
$628,000
Premium/Discount to List
$49,000
8.46%
Current Estimated Value
$745,909

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$117,909
Avg. Annual Appreciation
3.76%
Original Mortgage
$428,000
Outstanding Balance
$387,501
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$358,408

Purchase Details

Listed on
Apr 12, 2021
Closed on
Apr 28, 2021
Sold by
Ning Leo and Bai Victoria
Bought by
Leung Stephanie Hang Yee
Seller's Agent
Yuling Lee
Treelane Realty Group Inc.
Buyer's Agent
Cynthia Hom
KW Executive
List Price
$579,000
Sold Price
$628,000
Premium/Discount to List
$49,000
8.46%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$428,000
Outstanding Balance
$387,501
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$358,408

Purchase Details

Listed on
Nov 30, 2016
Closed on
Dec 14, 2016
Sold by
Hadfield Tracy Clair
Bought by
Ning Lizhi and Bai Xue
Seller's Agent
Carol Bush
Seven Gables Real Estate
Buyer's Agent
Yuling Lee
Treelane Realty Group Inc.
List Price
$448,000
Sold Price
$445,000
Premium/Discount to List
-$3,000
-0.67%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.18%
Original Mortgage
$310,000
Interest Rate
4.08%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 26, 2012
Closed on
Jan 24, 2013
Sold by
Ske Investments Llc
Bought by
Hadfield Tracy Clair
Seller's Agent
Katty Shen
Transglobal Realty
Buyer's Agent
Roger Felix
Coldwell Banker Dynasty T.C.
List Price
$338,000
Sold Price
$338,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.25%
Original Mortgage
$257,600
Interest Rate
3.32%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 18, 2012
Sold by
Walker Derrick
Bought by
Ske Investment Llc

Purchase Details

Closed on
Apr 4, 2006
Sold by
Walker Errick
Bought by
Walker Derrick and Walker Tiesha

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$384,000
Interest Rate
6.9%
Mortgage Type
Balloon

Purchase Details

Closed on
Jun 15, 2004
Sold by
Walker Tracie Shepherd
Bought by
Walker Errick and Walker Adrienne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$276,000
Interest Rate
6.99%
Mortgage Type
Stand Alone First

Purchase Details

Closed on
Mar 18, 2002
Sold by
Walker Tyrone
Bought by
Shepherd Walker Tracey Lynne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$44,800
Interest Rate
6.84%
Mortgage Type
Stand Alone Second

Purchase Details

Closed on
Feb 13, 2002
Sold by
Jones Wardell
Bought by
Walker Tracey Lynne Shepherd

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$44,800
Interest Rate
6.84%
Mortgage Type
Stand Alone Second

Purchase Details

Closed on
Oct 15, 1998
Sold by
Johnson Jeffery J
Bought by
Jones Wardell

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$83,000
Interest Rate
6.61%

Purchase Details

Closed on
Apr 21, 1994
Sold by
The Heritage Of Upland
Bought by
Johnson Jeffery James

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$152,800
Interest Rate
8.53%
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Leung Stephanie Hang Yee -- Fidelity National Title Co
Leung Stephanie Hang Yee $628,000 Fidelity National Title Co
Ning Lizhi $445,000 Equity Title Los Angeles
Hadfield Tracy Clair $338,000 Orange Coast Title
Ske Investment Llc $260,400 None Available
Walker Derrick $480,000 Commonwealth Land Title Co
Walker Errick $313,636 Southland Title
Shepherd Walker Tracey Lynne -- Fidelity National Title Ins
Walker Tracey Lynne Shepherd $224,000 Fidelity National Title Ins
Jones Wardell $153,000 First American Title Ins Co
Johnson Jeffery James $181,000 Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Leung Stephanie Hang Yee $428,000
Previous Owner Ning Lizhi $310,000
Previous Owner Hadfield Tracy Clair $257,600
Previous Owner Walker Derrick $384,000
Previous Owner Walker Errick $276,000
Previous Owner Shepherd Walker Tracey Lynne $44,800
Previous Owner Walker Tracey Lynne Shepherd $179,200
Previous Owner Jones Wardell $83,000
Previous Owner Johnson Jeffery James $152,800
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
06/02/2021 06/02/21 Sold $628,000 +8.5% $319 / Sq Ft
04/12/2021 04/12/21 For Sale $579,000 0.0% $294 / Sq Ft
07/27/2020 07/27/20 Rented $2,400 0.0% --
07/17/2020 07/17/20 For Rent $2,400 0.0% --
07/16/2020 07/16/20 Off Market $2,400 -- --
07/16/2020 07/16/20 For Rent $2,400 0.0% --
07/16/2020 07/16/20 Under Contract -- -- --
07/11/2020 07/11/20 Off Market $2,400 -- --
07/11/2020 07/11/20 For Rent $2,400 0.0% --
07/07/2020 07/07/20 Off Market $2,400 -- --
07/04/2020 07/04/20 For Rent $2,400 +14.3% --
04/08/2017 04/08/17 Rented $2,100 0.0% --
03/01/2017 03/01/17 For Rent $2,100 0.0% --
01/17/2017 01/17/17 Sold $445,000 -0.7% $226 / Sq Ft View Prior Sale
12/14/2016 12/14/16 Pending -- -- --
11/30/2016 11/30/16 For Sale $448,000 +32.5% $227 / Sq Ft
02/13/2013 02/13/13 Sold $338,000 0.0% $172 / Sq Ft View Prior Sale
10/26/2012 10/26/12 For Sale $338,000 -- $172 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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 $7,647 $679,768 $237,919 $441,849
2024 $7,472 $666,439 $233,254 $433,185
2023 $7,262 $653,371 $228,680 $424,691
2022 $7,164 $640,560 $224,196 $416,364
2021 $5,450 $477,130 $166,995 $310,135
2020 $5,353 $472,238 $165,283 $306,955
2019 $5,309 $462,978 $162,042 $300,936
2018 $5,238 $453,900 $158,865 $295,035
2017 $4,104 $358,633 $106,104 $252,529
2016 $3,787 $351,601 $104,024 $247,577
2015 $3,762 $346,319 $102,461 $243,858
2014 $3,646 $339,535 $100,454 $239,081
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: AR21074016

California Regional Multiple Listing Service (CRMLS)

APN: 1046-551-32