NOT LISTED FOR SALE

2421 Heritage Way Medford, OR 97504

Estimated Value: $413,000 - $429,000

3 Beds
2 Baths
1,791 Sq Ft
$236/Sq Ft Est. Value

Last Sold December 30, 2021

Last sale price $387,000 $216 Per Sq Ft

Est. 9% increase in value since last sale

Current estimated payment $2,680/month

32 Days on Market

Highlights

  • Open Floorplan
  • Clubhouse
  • Ranch Style House
  • Mountain View
  • Deck
  • Solid Surface Countertops

About This Home

As of December 2021

Well-maintained single level home in the desirable gated community of Sun Oaks. There is great natural light throughout this home. It has a spacious formal living room with large windows as well as a roomy family room complete with gas fireplace and brick surround. The kitchen features Corian countertops, great storage, newer stainless appliances and is adjacent to the large dining area. The breakfast nook has direct slider access to the spacious rear deck. All three bedrooms are good sized. Two car attached garage plus overflow parking adjacent to the driveway. Sun Oaks has an active Homeowners Association, features a community pool, basketball court and is in very close proximity to St. Mary's School.

Last Agent to Sell the Property

DeAnna Sickler & Dyan Lane

John L. Scott Ashland Brokerage Phone: 5414144663 License #199912011 Listed on: 10/28/2021

John L. Scott Ashland

Last Buyer's Agent

Joelle McGrew

RE/MAX Platinum License #971100213

RE/MAX Platinum

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $3,626

Year Built

  • Built in 1987

Lot Details

  • 6,970 Sq Ft Lot
  • Level Lot
  • Property is zoned SFR-4, SFR-4

HOA Fees

  • $137 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway

Property Views

  • Mountain
  • Territorial

Home Design

  • Ranch Style House
  • Frame Construction
  • Composition Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,791 Sq Ft Home
  • Open Floorplan
  • Ceiling Fan
  • Double Pane Windows
  • Family Room
  • Living Room
  • Dining Room

Kitchen

  • Oven
  • Range with Range Hood
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Carpet
  • Laminate
  • Vinyl

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Linen Closet
  • Walk-In Closet
  • 2 Full Bathrooms
  • Bathtub with Shower

Laundry

  • Dryer
  • Washer

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Outdoor Features

  • Deck

Schools

  • Talent Middle School
  • Phoenix High School

Utilities

  • Cooling Available
  • Heating System Uses Natural Gas
  • Heat Pump System
  • Water Heater

Listing and Financial Details

  • Tax Lot 4100
  • Assessor Parcel Number 1-065714-4

Community Details

Overview

  • On-Site Maintenance
  • Maintained Community
  • The community has rules related to covenants, conditions, and restrictions

Amenities

  • Clubhouse

Recreation

  • Tennis Courts
  • Community Pool

Home Details

Home Type

Single Family

Est. Annual Taxes

$3,626

Year Built

Built in 1987

Lot Details

0

HOA Fees

$137 per month

Parking

2

Listing Details

  • Architectural Style: Ranch
  • Directions: East on Barnett Rd, right on Black Oak Dr, right at Sun Oaks Subdivision, left on Constitution Dr, right on Heritage Way, to address.
  • Garage Yn: Yes
  • Unit Levels: One
  • Lot Size Acres: 0.16
  • Prop. Type: Residential
  • New Construction: No
  • Property Sub Type: Single Family Residence
  • Road Frontage Type: Shared Access
  • Road Surface Type: Paved
  • Subdivision Name: N/A
  • Year Built: 1987
  • Attribution Contact: 5414144663
  • Co List Office Phone: 541-488-1311
  • Outside Inclusions: Dishwasher; Disposal, Oven, Range, Refrigerator, Water Heater, Washer, Dryer
  • MLS Status: Closed
  • General Property Information Elementary School: Check with District
  • General Property Information Middle Or Junior School: Talent Middle
  • General Property Information High School: Phoenix High
  • General Property Information:Zoning2: SFR-4
  • General Property Information Senior Community YN: No
  • General Property Information Horse Property YN: No
  • General Property Information Audio Surveillance on Premises YN: No
  • Road Surface Type:Paved: Yes
  • View Territorial: Yes
  • Sewer:Public Sewer: Yes
  • Water Source:Public: Yes
  • Documents CCRs: Yes
  • Location Tax and Legal:Tax Lot: 4100
  • General Property Information Accessory Dwelling Unit YN: No
  • General Property Information New Construction YN: No
  • Appliances Refrigerators: Yes
  • Appliances Dryer: Yes
  • Washers: Yes
  • Architectural Style Ranch: Yes
  • Common Walls:No Common Walls: Yes
  • Flooring Laminate: Yes
  • Levels:One: Yes
  • Security Features:Carbon Monoxide Detector(s): Yes
  • Security Features:Smoke Detector(s): Yes
  • Rooms:Kitchen: Yes
  • Rooms:Living Room2: Yes
  • Flooring:Vinyl: Yes
  • View:Mountain(s): Yes
  • Flooring:Carpet: Yes
  • Roof:Composition: Yes
  • Foundation Details Concrete Perimeter: Yes
  • Special Features: None

Interior Features

  • Appliances: Dishwasher, Disposal, Dryer, Oven, Range, Range Hood, Refrigerator, Washer, Water Heater
  • Has Basement: None
  • Full Bathrooms: 2
  • Total Bedrooms: 3
  • Flooring: Carpet, Laminate, Vinyl
  • Interior Amenities: Ceiling Fan(s), Fiberglass Stall Shower, Linen Closet, Open Floorplan, Pantry, Primary Downstairs, Shower/Tub Combo, Solid Surface Counters, Walk-In Closet(s)
  • Window Features: Double Pane Windows
  • ResoLivingAreaSource: Assessor
  • Appliances Dishwasher: Yes
  • Appliances Range: Yes
  • Interior Features:Open Floorplan: Yes
  • Interior Features:Primary Downstairs: Yes
  • Appliances:Oven: Yes
  • Appliances:Range Hood: Yes
  • Interior Features:Pantry: Yes
  • Interior Features ShowerTub Combo: Yes
  • Interior Features:Ceiling Fans: Yes
  • Interior Features:Solid Surface Counters: Yes
  • Interior Features:Walk-In Closet(s): Yes
  • Other Rooms:Dining Room: Yes
  • Other Rooms:Family Room2: Yes
  • Community Features:Tennis Court(s)2: Yes
  • Interior Features Linen Closet: Yes

Exterior Features

  • Common Walls: No Common Walls
  • Construction Type: Frame
  • Exterior Features: Deck
  • Foundation Details: Concrete Perimeter
  • Lot Features: Level
  • Roof: Composition
  • View: Mountain(s), Territorial
  • Horse: No
  • Lot Features:Level: Yes
  • Exterior Features:Deck: Yes
  • Construction Materials:Frame: Yes
  • Window Features:Double Pane Windows: Yes

Garage/Parking

  • Garage Spaces: 2.0
  • Parking Features: Attached, Concrete, Driveway, Garage Door Opener
  • Attached Garage: Yes
  • General Property Information:Garage YN: Yes
  • General Property Information:Garage Spaces: 2.0
  • Parking Features:Attached: Yes
  • Parking Features:Driveway: Yes
  • Parking Features:Garage Door Opener: Yes
  • Parking Features:Concrete2: Yes

Utilities

  • Cooling: Heat Pump
  • Heating: Electric, Heat Pump, Natural Gas
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • HeatingYN: Yes
  • Water Heater: Yes
  • HeatingCooling:Heat Pump: Yes
  • Heating:Electric2: Yes
  • Heating:Natural Gas: Yes
  • Heating:Heat Pump2: Yes

Condo/Co-op/Association

  • Amenities: Clubhouse, Landscaping, Pool, Tennis Court(s)
  • Association Fee: 137.0
  • Association Fee Frequency: Monthly
  • Association: Yes
  • Community Features: Tennis Court(s)
  • Senior Community: No

Association/Amenities

  • General Property Information:Association YN: Yes
  • General Property Information:Association Fee: 137.0
  • General Property Information:Association Fee Frequency: Monthly
  • Association Amenities:Landscaping: Yes
  • Association Amenities:Clubhouse: Yes
  • Association Amenities:Pool: Yes
  • Association Amenities:Tennis Courts: Yes

Schools

  • Elementary School: Check with District
  • High School: Phoenix High
  • Middle Or Junior School: Talent Middle

Lot Info

  • Additional Parcels: No
  • Lot Size Sq Ft: 6969.6
  • Parcel #: 1-065714-4
  • Irrigation Water Rights: No
  • ResoLotSizeUnits: Acres
  • Zoning Description: SFR-4
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Annual Amount: 3626.0
  • Tax Lot: 4100
  • Tax Year: 2021

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 28, 2021
Closed on
Dec 28, 2021
Sold by
Hulse Linda
Bought by
Holt Shirleen M
Seller's Agent
DeAnna Sickler & Dyan Lane
John L. Scott Ashland
Buyer's Agent
Joelle McGrew
RE/MAX Platinum
List Price
$385,000
Sold Price
$387,000
Premium/Discount to List
$2,000
0.52%
Current Estimated Value
$423,258

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$36,258
Avg. Annual Appreciation
2.37%
Original Mortgage
$309,600
Outstanding Balance
$285,335
Interest Rate
3.11%
Mortgage Type
New Conventional
Estimated Equity
$137,923

Purchase Details

Listed on
Oct 2, 2015
Closed on
Mar 30, 2016
Sold by
Bourgeois Thomas and Bourgeois Sally
Bought by
Hulse Linda
Seller's Agent
Sue Saunders
Windermere Van Vleet Jacksonville
Buyer's Agent
Dan Westbrook
Windermere Van Vleet & Assoc2
List Price
$265,000
Sold Price
$232,500
Premium/Discount to List
-$32,500
-12.26%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.27%
Original Mortgage
$87,500
Interest Rate
3.65%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 19, 2013
Closed on
Oct 30, 2013
Sold by
Robb Bile Ann
Bought by
Bourgeois Thomas and Bourgeois Sally
Seller's Agent
Kathleen Bauer
John L. Scott Medford
Buyer's Agent
JJ Kramer
John L. Scott Medford
List Price
$230,000
Sold Price
$193,000
Premium/Discount to List
-$37,000
-16.09%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.03%
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
Holt Shirleen M $387,000 First American
Hulse Linda $232,500 First American
Bourgeois Thomas $193,000 First American Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Holt Shirleen M $309,600
Previous Owner Hulse Linda $87,500
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
12/30/2021 12/30/21 Sold $387,000 +0.5% $216 / Sq Ft
11/29/2021 11/29/21 Pending -- -- --
10/28/2021 10/28/21 For Sale $385,000 +65.6% $215 / Sq Ft
03/31/2016 03/31/16 Sold $232,500 -12.3% $130 / Sq Ft View Prior Sale
02/24/2016 02/24/16 Pending -- -- --
10/02/2015 10/02/15 For Sale $265,000 +37.3% $148 / Sq Ft
11/01/2013 11/01/13 Sold $193,000 -16.1% $108 / Sq Ft View Prior Sale
10/28/2013 10/28/13 Pending -- -- --
11/05/2012 11/05/12 For Sale $230,000 -- $128 / Sq Ft
Source: Oregon Datashare

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 $3,938 $270,970 $93,960 $177,010
2024 $3,938 $263,080 $91,220 $171,860
2023 $3,813 $255,420 $88,560 $166,860
2022 $3,713 $255,420 $88,560 $166,860
2021 $3,626 $247,990 $85,990 $162,000
2020 $3,524 $240,770 $83,480 $157,290
2019 $3,432 $226,960 $78,680 $148,280
2018 $3,331 $220,350 $76,390 $143,960
2017 $3,140 $220,350 $76,390 $143,960
2016 $3,119 $207,070 $71,790 $135,280
2015 $3,098 $205,450 $107,270 $98,180
2014 $3,053 $206,770 $106,180 $100,590
Source: Public Records

Agents Affiliated with this Home

  • Joelle McGrew

    Buyer's Agent in 2021

    Joelle McGrew

    RE/MAX

    (541) 890-2799

    55 Total Sales

    Joelle McGrew
    Section Image

  • S

    Seller's Agent in 2016

    Sue Saunders

    Windermere Van Vleet Jacksonville

    Section Image

  • D

    Buyer's Agent in 2016

    Dan Westbrook

    Windermere Van Vleet & Assoc2

    Section Image

  • K

    Seller's Agent in 2013

    Kathleen Bauer

    John L. Scott Medford

    (541) 941-8276

    55 Total Sales

    Kathleen Bauer
    Section Image

  • J

    Seller Co-Listing Agent in 2013

    Jolie Johnson

    John L. Scott Medford

See All Agents

Map

Source: Oregon Datashare

MLS Number: 220134601

Oregon Datashare

APN: 10657144

Oregon Jackson County Medford 97504

2421 Heritage Way, Medford, OR

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